OpenStocks
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Polen Capital Management
  • Overview
  • Portfolio231
  • Performance8Q
  • Options3
  • Activity1.3k
  • News

Polen Capital Management

Share
  • Asset Manager · CIK 0001034524
  • Tech-Heavy
  • Large Fund

Polen Capital Management, an asset manager overseeing $23.42B in disclosed equity holdings (SEC CIK 0001034524). The latest portfolio (2025Q4) discloses 231 positions across 11 sectors, with the largest positions in AMZN, MSFT and ORCL. On a mark-to-market basis the tracked portfolio has declined 7.7% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Polen's filingsView holdings↓
Portfolio
$23.42B
Positions
231
Quarter
2025Q4
Filings tracked
8
Since filing-7.7%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1

Holdings

Sorted by value · 2024Q4
1 / 2
75 of 124
1
A
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
11.59%
of portfolio
Number of shares
19,546,612 sh
Holdings current value
$4.29B
Avg closing price
$180.38
+41.4%
Last action
Trimmed 11.7%
2025Q4
Current $255.08
2
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
7.30%
of portfolio
Number of shares
6,410,882 sh
Holdings current value
$2.70B
Avg closing price
$420.72
-1.2%
Last action
Trimmed 14.8%
2025Q4
Current $415.75
3
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
5.70%
of portfolio
Number of shares
11,076,271 sh
Holdings current value
$2.11B
Avg closing price
$152.26
+121.8%
Last action
Trimmed 5.3%
2025Q4
Current $337.75
4
V
VVISA INC
Financial Services·Credit Services
5.62%
of portfolio
Number of shares
6,578,733 sh
Holdings current value
$2.08B
Avg closing price
$279.08
+10.7%
Last action
Trimmed 12.8%
2025Q4
Current $308.88
5
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
4.97%
of portfolio
Number of shares
3,492,466 sh
Holdings current value
$1.84B
Avg closing price
$481.57
+4.3%
Last action
Trimmed 14.9%
2025Q4
Current $502.38
6
S
SHOPSHOPIFY INC
Technology·Software - Application
4.91%
of portfolio
Number of shares
17,079,480 sh
Holdings current value
$1.82B
Avg closing price
$69.69
+78.3%
Last action
Trimmed 18.4%
2025Q4
Current $124.23
7
O
ORCLORACLE CORP
Technology·Software - Infrastructure
4.83%
of portfolio
Number of shares
10,723,731 sh
Holdings current value
$1.79B
Avg closing price
$165.24
+6.7%
Last action
Trimmed 16.4%
2025Q4
Current $176.28
8
N
NOWSERVICENOW INC
Technology·Software - Application
4.68%
of portfolio
Number of shares
1,634,595 sh
Holdings current value
$1.73B
Avg closing price
$283.88
-70.1%
Last action
Added
2025Q4
Current $84.78
9
A
AAPLAPPLE INC
Technology·Consumer Electronics
4.17%
of portfolio
Number of shares
6,169,513 sh
Holdings current value
$1.54B
Avg closing price
$242.62
+12.7%
Last action
Trimmed 0.1%
2025Q4
Current $273.43
10
N
NFLXNETFLIX INC
Communication Services·Entertainment
4.16%
of portfolio
Number of shares
1,727,862 sh
Holdings current value
$1.54B
Avg closing price
$607.33
-84.7%
Last action
Trimmed 15.0%
2025Q4
Current $92.82
11
A
ABTABBOTT LABS
Healthcare·Medical Devices
3.88%
of portfolio
Number of shares
12,688,363 sh
Holdings current value
$1.44B
Avg closing price
$113.66
-18.6%
Last action
Trimmed 21.4%
2025Q4
Current $92.48
12
A
ADBEADOBE SYSTEMS INCORPORATED
Technology·Software - Application
3.62%
of portfolio
Number of shares
3,015,574 sh
Holdings current value
$1.34B
Avg closing price
$487.89
-51.0%
Last action
Trimmed 14.5%
2025Q4
Current $238.98
13
T
TMOTHERMO FISHER SCIENTIFIC INC
Healthcare·Diagnostics & Research
3.46%
of portfolio
Number of shares
2,461,195 sh
Holdings current value
$1.28B
Avg closing price
$581.21
-19.7%
Last action
Trimmed 4.4%
2025Q4
Current $466.70
14
G
G1151C101ACCENTURE PLC IRELAND
3.35%
of portfolio
Number of shares
3,526,610 sh
Holdings current value
$1.24B
Avg closing price
$346.61
Last action
Trimmed 14.1%
2025Q4
Current —
15
M
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
3.29%
of portfolio
Number of shares
2,032,238 sh
Holdings current value
$1.22B
Avg closing price
$512.79
+16.6%
Last action
Trimmed 11.1%
2025Q4
Current $598.01
16
Z
ZTSZOETIS INC
Healthcare·Drug Manufacturers - Specialty & Generic
3.29%
of portfolio
Number of shares
7,483,194 sh
Holdings current value
$1.22B
Avg closing price
$167.75
-30.8%
Last action
Trimmed 20.7%
2025Q4
Current $116.06
17
W
WDAYWORKDAY INC
Technology·Software - Application
2.99%
of portfolio
Number of shares
4,287,623 sh
Holdings current value
$1.11B
Avg closing price
$264.64
-56.7%
Last action
Trimmed 30.2%
2025Q4
Current $114.67
18
A
ABNBAIRBNB INC
Consumer Cyclical·Travel Services
2.92%
of portfolio
Number of shares
8,216,914 sh
Holdings current value
$1.08B
Avg closing price
$164.96
-14.0%
Last action
Trimmed 10.3%
2025Q4
Current $141.87
19
L
LLYLILLY ELI & CO
Healthcare·Drug Manufacturers - General
2.70%
of portfolio
Number of shares
1,295,389 sh
Holdings current value
$1.00B
Avg closing price
$787.77
+16.5%
Last action
Trimmed 22.5%
2025Q4
Current $917.65
20
P
PAYCPAYCOM SOFTWARE INC
Technology·Software - Application
1.76%
of portfolio
Number of shares
3,171,660 sh
Holdings current value
$650.10M
Avg closing price
$175.82
-28.6%
Last action
Trimmed 20.2%
2025Q4
Current $125.50
21
U
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
1.54%
of portfolio
Number of shares
1,125,593 sh
Holdings current value
$569.39M
Avg closing price
$494.70
-28.3%
Last action
Trimmed 0.0%
2025Q4
Current $354.56
22
N
NVONOVO-NORDISK A SADR
Healthcare·Drug Manufacturers - General
1.49%
of portfolio
Number of shares
6,405,748 sh
Holdings current value
$551.02M
Avg closing price
$128.40
-70.0%
Last action
Exited
2025Q3
Current $38.52
23
C
CSGPCOSTAR GROUP INC
Real Estate·Real Estate Services
1.26%
of portfolio
Number of shares
6,497,188 sh
Holdings current value
$465.13M
Avg closing price
$72.12
-48.2%
Last action
Trimmed 18.7%
2025Q4
Current $37.38
24
I
ITGARTNER INC
Technology·Information Technology Services
1.18%
of portfolio
Number of shares
902,690 sh
Holdings current value
$437.33M
Avg closing price
$476.67
-68.8%
Last action
Trimmed 0.1%
2025Q4
Current $148.60
25
G
G0403H108AON PLC
0.70%
of portfolio
Number of shares
719,322 sh
Holdings current value
$258.35M
Avg closing price
$383.46
Last action
Trimmed 47.2%
2025Q4
Current —
26
S
SAPSAP SEADR
Technology·Software - Application
0.67%
of portfolio
Number of shares
999,944 sh
Holdings current value
$246.20M
Avg closing price
$195.03
-16.3%
Last action
Trimmed 10.0%
2025Q4
Current $163.25
27
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.63%
of portfolio
Number of shares
1,230,197 sh
Holdings current value
$232.88M
Avg closing price
$151.30
+124.0%
Last action
Trimmed 26.5%
2025Q4
Current $338.89
28
I
IWFISHARES TRETF
0.55%
of portfolio
Number of shares
503,619 sh
Holdings current value
$202.24M
Avg closing price
$448.31
+5.5%
Last action
Added
2025Q4
Current $473.05
29
G
G4705A100ICON PLC
0.40%
of portfolio
Number of shares
711,510 sh
Holdings current value
$149.21M
Avg closing price
$335.95
Last action
Trimmed 32.2%
2025Q4
Current —
30
L
L44385109GLOBANT S A
0.37%
of portfolio
Number of shares
634,524 sh
Holdings current value
$136.05M
Avg closing price
$185.96
Last action
Trimmed 6.6%
2025Q4
Current —
31
G
G5960L103MEDTRONIC PLC
0.17%
of portfolio
Number of shares
782,478 sh
Holdings current value
$62.50M
Avg closing price
$87.15
Last action
Trimmed 4.9%
2025Q4
Current —
32
M
MELIMERCADOLIBRE INC
Consumer Cyclical·Internet Retail
0.17%
of portfolio
Number of shares
36,595 sh
Holdings current value
$62.23M
Avg closing price
$1775
+1.9%
Last action
Trimmed 4.2%
2025Q4
Current $1809
33
A
ADPAUTOMATIC DATA PROCESSING IN
Technology·Software - Application
0.14%
of portfolio
Number of shares
179,749 sh
Holdings current value
$52.62M
Avg closing price
$249.99
-20.6%
Last action
Trimmed 0.3%
2025Q4
Current $198.53
34
H
HDBHDFC BANK LTDADR
Financial Services·Banks - Regional
0.13%
of portfolio
Number of shares
774,580 sh
Holdings current value
$49.46M
Avg closing price
$56.48
-54.8%
Last action
Trimmed 22.6%
2025Q4
Current $25.51
35
A
ASMLASML HOLDING N V
Technology·Semiconductor Equipment & Materials
0.12%
of portfolio
Number of shares
62,141 sh
Holdings current value
$43.07M
Avg closing price
$937.40
+51.2%
Last action
Trimmed 12.2%
2025Q4
Current $1418
36
G
G96629103WILLIS TOWERS WATSON PLC LTD
0.11%
of portfolio
Number of shares
128,586 sh
Holdings current value
$40.28M
Avg closing price
$329.28
Last action
Trimmed 59.9%
2025Q4
Current —
37
A
ACWIISHARES TRETF
0.10%
of portfolio
Number of shares
317,801 sh
Holdings current value
$37.34M
Avg closing price
$137.25
+8.7%
Last action
Added
2025Q4
Current $149.25
38
S
SPOTSPOTIFY TECHNOLOGY S A
Communication Services·Internet Content & Information
0.07%
of portfolio
Number of shares
60,861 sh
Holdings current value
$27.23M
Avg closing price
$560.10
-7.9%
Last action
Added 21792.4%
2025Q4
Current $515.94
39
N
NUNU HLDGS LTD
Financial Services·Banks - Regional
0.06%
of portfolio
Number of shares
2,243,471 sh
Holdings current value
$23.24M
Avg closing price
$10.33
+40.0%
Last action
Trimmed 14.6%
2025Q4
Current $14.46
40
A
ACWXISHARES TRETF
0.05%
of portfolio
Number of shares
380,271 sh
Holdings current value
$19.83M
Avg closing price
$63.88
+13.6%
Last action
Added 20.7%
2025Q4
Current $72.56
41
V
VUGVANGUARD INDEX FDSETF
0.04%
of portfolio
Number of shares
39,046 sh
Holdings current value
$16.03M
Avg closing price
$457.40
-82.1%
Last action
Added 122.5%
2025Q4
Current $82.04
42
H
H5919C104ON HLDG AG
0.04%
of portfolio
Number of shares
278,383 sh
Holdings current value
$15.25M
Avg closing price
$51.12
Last action
Trimmed 18.7%
2025Q4
Current —
43
E
EXLSEXLSERVICE HOLDINGS INC
Technology·Information Technology Services
0.04%
of portfolio
Number of shares
319,490 sh
Holdings current value
$14.18M
Avg closing price
$31.78
-3.8%
Last action
Exited
2025Q3
Current $30.56
44
9
904767704UNILEVER PLC
0.04%
of portfolio
Number of shares
244,122 sh
Holdings current value
$13.84M
Avg closing price
$50.19
Last action
Exited
2025Q1
Current —
45
M
M7S64H106MONDAY COM LTD
0.03%
of portfolio
Number of shares
53,186 sh
Holdings current value
$12.52M
Avg closing price
$243.71
Last action
Trimmed 46.6%
2025Q4
Current —
46
T
TMETENCENT MUSIC ENTMT GROUPADR
Communication Services·Internet Content & Information
0.03%
of portfolio
Number of shares
1,059,587 sh
Holdings current value
$12.03M
Avg closing price
$12.70
-27.1%
Last action
Trimmed 12.3%
2025Q4
Current $9.25
47
R
RVLVREVOLVE GROUP INC
Consumer Cyclical·Internet Retail
0.03%
of portfolio
Number of shares
304,529 sh
Holdings current value
$10.20M
Avg closing price
$21.17
+24.9%
Last action
Exited
2025Q3
Current $26.45
48
G
GSHDGOOSEHEAD INS INC
Financial Services·Insurance Brokers
0.02%
of portfolio
Number of shares
84,310 sh
Holdings current value
$9.04M
Avg closing price
$66.62
-23.8%
Last action
Exited
2025Q3
Current $50.77
49
C
CCCCCC INTELLIGENT SOLUTIONS HL
Technology·Software - Application
0.02%
of portfolio
Number of shares
762,304 sh
Holdings current value
$8.94M
Avg closing price
$11.67
-59.0%
Last action
Exited
2025Q3
Current $4.79
50
H
HLNEHAMILTON LANE INC
Financial Services·Asset Management
0.02%
of portfolio
Number of shares
55,644 sh
Holdings current value
$8.24M
Avg closing price
$112.76
-8.5%
Last action
Exited
2025Q3
Current $103.16
51
L
LVSLAS VEGAS SANDS CORP
Consumer Cyclical·Resorts & Casinos
0.02%
of portfolio
Number of shares
154,724 sh
Holdings current value
$7.95M
Avg closing price
$51.66
+0.6%
Last action
Exited
2025Q3
Current $51.95
52
W
WRBYWARBY PARKER INC
Healthcare·Medical Instruments & Supplies
0.02%
of portfolio
Number of shares
319,822 sh
Holdings current value
$7.74M
Avg closing price
$13.61
+65.0%
Last action
Exited
2025Q4
Current $22.46
53
E
ELFE L F BEAUTY INC
Consumer Defensive·Household & Personal Products
0.02%
of portfolio
Number of shares
61,473 sh
Holdings current value
$7.72M
Avg closing price
$115.37
-42.6%
Last action
Exited
2025Q4
Current $66.23
54
G
G29018101DLOCAL LTD
0.02%
of portfolio
Number of shares
627,360 sh
Holdings current value
$7.06M
Avg closing price
$14.44
Last action
Trimmed 27.0%
2025Q4
Current —
55
C
CNMCORE & MAIN INC
Industrials·Industrial Distribution
0.02%
of portfolio
Number of shares
135,737 sh
Holdings current value
$6.91M
Avg closing price
$57.25
-14.5%
Last action
Exited
2025Q3
Current $48.95
56
G
GNRCGENERAC HLDGS INC
Industrials·Specialty Industrial Machinery
0.02%
of portfolio
Number of shares
44,416 sh
Holdings current value
$6.89M
Avg closing price
$126.14
+73.1%
Last action
Exited
2025Q3
Current $218.38
57
C
CRMSALESFORCE COM INC
Technology·Software - Application
0.02%
of portfolio
Number of shares
19,582 sh
Holdings current value
$6.55M
Avg closing price
$301.18
-42.5%
Last action
Trimmed 5.6%
2025Q4
Current $173.30
58
P
PDDPINDUODUO INCADR
Consumer Cyclical·Internet Retail
0.02%
of portfolio
Number of shares
67,092 sh
Holdings current value
$6.51M
Avg closing price
$133.72
-26.9%
Last action
Trimmed 32.3%
2025Q4
Current $97.77
59
N
NSITINSIGHT ENTERPRISES INC
Technology·Electronics & Computer Distribution
0.02%
of portfolio
Number of shares
41,431 sh
Holdings current value
$6.30M
Avg closing price
$184.15
-60.2%
Last action
Exited
2025Q3
Current $73.34
60
H
HLIHOULIHAN LOKEY INC
Financial Services·Capital Markets
0.02%
of portfolio
Number of shares
35,999 sh
Holdings current value
$6.25M
Avg closing price
$128.19
+23.5%
Last action
Exited
2025Q3
Current $158.27
61
F
FSVFIRSTSERVICE CORP NEW
Real Estate·Real Estate Services
0.02%
of portfolio
Number of shares
32,771 sh
Holdings current value
$5.93M
Avg closing price
$167.95
-11.2%
Last action
Exited
2025Q3
Current $149.16
62
R
RGENREPLIGEN CORP
Healthcare·Medical Instruments & Supplies
0.02%
of portfolio
Number of shares
40,556 sh
Holdings current value
$5.84M
Avg closing price
$140.02
-18.5%
Last action
Exited
2025Q3
Current $114.06
63
P
PCTYPAYLOCITY HLDG CORP
Technology·Software - Application
0.02%
of portfolio
Number of shares
28,689 sh
Holdings current value
$5.72M
Avg closing price
$172.76
-42.1%
Last action
Exited
2025Q3
Current $100.08
64
S
SPYSPDR S&P 500 ETF TRETF
0.02%
of portfolio
Number of shares
9,539 sh
Holdings current value
$5.59M
Avg closing price
$650.89
+8.8%
Last action
Added 79.0%
2025Q4
Current $708.45
65
B
BROSDUTCH BROS INC
Consumer Cyclical·Restaurants
0.01%
of portfolio
Number of shares
105,023 sh
Holdings current value
$5.50M
Avg closing price
$43.81
+24.5%
Last action
Exited
2025Q3
Current $54.54
66
M
MEDPMEDPACE HLDGS INC
Healthcare·Diagnostics & Research
0.01%
of portfolio
Number of shares
16,223 sh
Holdings current value
$5.39M
Avg closing price
$367.05
+7.2%
Last action
Trimmed 0.6%
2025Q4
Current $393.42
67
R
RMBSRAMBUS INC DEL
Technology·Semiconductors
0.01%
of portfolio
Number of shares
99,259 sh
Holdings current value
$5.25M
Avg closing price
$47.29
+192.9%
Last action
Exited
2025Q3
Current $138.50
68
P
PGNYPROGYNY INC
Healthcare·Healthcare Plans
0.01%
of portfolio
Number of shares
260,708 sh
Holdings current value
$4.50M
Avg closing price
$37.29
-52.6%
Last action
Exited
2025Q3
Current $17.67
69
A
AITAPPLIED INDL TECHNOLOGIES IN
Industrials·Industrial Distribution
0.01%
of portfolio
Number of shares
18,556 sh
Holdings current value
$4.44M
Avg closing price
$214.76
+37.1%
Last action
Exited
2025Q3
Current $294.40
70
W
WSCWILLSCOT MOBIL MINI HLDNG CO
Industrials·Rental & Leasing Services
0.01%
of portfolio
Number of shares
125,024 sh
Holdings current value
$4.18M
Avg closing price
$33.45
-32.8%
Last action
Exited
2025Q3
Current $22.49
71
Y
YUMCYUM CHINA HLDGS INC
Consumer Cyclical·Restaurants
0.01%
of portfolio
Number of shares
85,998 sh
Holdings current value
$4.14M
Avg closing price
$40.03
+20.0%
Last action
Exited
2025Q2
Current $48.04
72
T
TREXTREX CO INC
Industrials·Building Products & Equipment
0.01%
of portfolio
Number of shares
56,268 sh
Holdings current value
$3.88M
Avg closing price
$67.94
-37.6%
Last action
Exited
2025Q3
Current $42.37
73
C
CWANCLEARWATER ANALYTICS HLDGS I
Technology·Software - Application
0.01%
of portfolio
Number of shares
140,029 sh
Holdings current value
$3.85M
Avg closing price
$17.73
+36.4%
Last action
Exited
2025Q3
Current $24.18
74
B
BLBLACKLINE INC
Technology·Software - Application
0.01%
of portfolio
Number of shares
62,791 sh
Holdings current value
$3.82M
Avg closing price
$64.58
-54.5%
Last action
Exited
2025Q3
Current $29.39
75
Y
YETIYETI HLDGS INC
Consumer Cyclical·Leisure
0.01%
of portfolio
Number of shares
98,057 sh
Holdings current value
$3.78M
Avg closing price
$38.55
+3.6%
Last action
Exited
2025Q1
Current $39.92

Portfolio heatmap

Box size = % of portfolio · color = return since filing
AMZN
11.59% · +16.3%
MSFT
7.30% · -1.4%
GOOG
5.70% · +77.4%
V
5.62% · -2.3%
MA
4.97% · -4.6%
SHOP
4.91% · +16.8%
ORCL
4.83% · +5.8%
NOW
4.68% · -92.0%
AAPL
4.17% · +9.2%
NFLX
4.16% · -89.6%
ABT
3.88% · -18.2%
ADBE
3.62% · -46.3%
TMO
3.46% · -10.3%
ACCENTURE PLC IRELAND
3.35%
MSCI
3.29% · -0.3%
ZTS
3.29% · -28.8%
WDAY
2.99% · -55.6%
ABNB
2.92% · +8.0%
LLY
2.70% · +18.9%
PAYC
1.76% · -38.8%
UNH
1.54% · -29.9%
NVO
1.49% · -55.2%
CSGP
1.26% · -47.8%
IT
1.18% · -69.3%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology30 pos$13.53B38.9%
  • Healthcare14 pos$6.08B17.5%
  • Consumer Cyclical16 pos$5.48B15.7%
  • Financial Services13 pos$5.24B15.1%
  • Communication Services6 pos$3.92B11.3%
  • Real Estate3 pos$472.2M1.4%
  • Industrials14 pos$43.7M0.1%
  • Consumer Defensive2 pos$9.1M0.0%
(6.0% unclassified, excluded from %)