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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
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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 · 2025Q1
1 / 2
75 of 117
1
A
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
10.60%
of portfolio
Number of shares
17,747,395 sh
Holdings current value
$3.38B
Avg closing price
$180.38
+41.4%
Last action
Trimmed 12.7%
2025Q4
Current $255.08
2
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
7.00%
of portfolio
Number of shares
5,941,106 sh
Holdings current value
$2.23B
Avg closing price
$420.72
-1.2%
Last action
Trimmed 15.7%
2025Q4
Current $415.75
3
V
VVISA INC
Financial Services·Credit Services
6.63%
of portfolio
Number of shares
6,023,710 sh
Holdings current value
$2.11B
Avg closing price
$279.08
+10.7%
Last action
Trimmed 13.8%
2025Q4
Current $308.88
4
O
ORCLORACLE CORP
Technology·Software - Infrastructure
5.54%
of portfolio
Number of shares
12,609,101 sh
Holdings current value
$1.76B
Avg closing price
$165.24
+6.7%
Last action
Trimmed 14.3%
2025Q4
Current $176.28
5
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
5.53%
of portfolio
Number of shares
3,211,209 sh
Holdings current value
$1.76B
Avg closing price
$481.57
+4.3%
Last action
Trimmed 16.0%
2025Q4
Current $502.38
6
A
ABTABBOTT LABS
Healthcare·Medical Devices
4.74%
of portfolio
Number of shares
11,385,577 sh
Holdings current value
$1.51B
Avg closing price
$113.66
-18.6%
Last action
Trimmed 23.3%
2025Q4
Current $92.48
7
S
SHOPSHOPIFY INC
Technology·Software - Application
4.58%
of portfolio
Number of shares
15,270,075 sh
Holdings current value
$1.46B
Avg closing price
$69.69
+78.3%
Last action
Trimmed 20.2%
2025Q4
Current $124.23
8
L
LLYLILLY ELI & CO
Healthcare·Drug Manufacturers - General
4.55%
of portfolio
Number of shares
1,754,571 sh
Holdings current value
$1.45B
Avg closing price
$787.77
+16.5%
Last action
Trimmed 17.7%
2025Q4
Current $917.65
9
Z
ZTSZOETIS INC
Healthcare·Drug Manufacturers - Specialty & Generic
4.55%
of portfolio
Number of shares
8,796,847 sh
Holdings current value
$1.45B
Avg closing price
$167.75
-30.8%
Last action
Trimmed 18.2%
2025Q4
Current $116.06
10
G
G0403H108AON PLC
3.77%
of portfolio
Number of shares
3,007,719 sh
Holdings current value
$1.20B
Avg closing price
$383.46
Last action
Trimmed 17.6%
2025Q4
Current —
11
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
3.65%
of portfolio
Number of shares
7,434,428 sh
Holdings current value
$1.16B
Avg closing price
$152.26
+121.8%
Last action
Trimmed 7.7%
2025Q4
Current $337.75
12
T
TMOTHERMO FISHER SCIENTIFIC INC
Healthcare·Diagnostics & Research
3.63%
of portfolio
Number of shares
2,322,482 sh
Holdings current value
$1.16B
Avg closing price
$581.21
-19.7%
Last action
Trimmed 4.6%
2025Q4
Current $466.70
13
A
ADBEADOBE SYSTEMS INCORPORATED
Technology·Software - Application
3.39%
of portfolio
Number of shares
2,818,625 sh
Holdings current value
$1.08B
Avg closing price
$487.89
-51.0%
Last action
Trimmed 15.4%
2025Q4
Current $238.98
14
M
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
3.32%
of portfolio
Number of shares
1,868,138 sh
Holdings current value
$1.06B
Avg closing price
$512.79
+16.6%
Last action
Trimmed 11.9%
2025Q4
Current $598.01
15
G
G1151C101ACCENTURE PLC IRELAND
3.14%
of portfolio
Number of shares
3,208,478 sh
Holdings current value
$1.00B
Avg closing price
$346.61
Last action
Trimmed 15.3%
2025Q4
Current —
16
A
ABNBAIRBNB INC
Consumer Cyclical·Travel Services
2.90%
of portfolio
Number of shares
7,726,604 sh
Holdings current value
$923.02M
Avg closing price
$164.96
-14.0%
Last action
Trimmed 10.9%
2025Q4
Current $141.87
17
W
WDAYWORKDAY INC
Technology·Software - Application
2.89%
of portfolio
Number of shares
3,944,506 sh
Holdings current value
$921.16M
Avg closing price
$264.64
-56.7%
Last action
Trimmed 31.9%
2025Q4
Current $114.67
18
N
NFLXNETFLIX INC
Communication Services·Entertainment
2.60%
of portfolio
Number of shares
888,072 sh
Holdings current value
$828.15M
Avg closing price
$607.33
-84.7%
Last action
Trimmed 25.6%
2025Q4
Current $92.82
19
N
NOWSERVICENOW INC
Technology·Software - Application
2.37%
of portfolio
Number of shares
949,728 sh
Holdings current value
$756.12M
Avg closing price
$283.88
-70.1%
Last action
Added
2025Q4
Current $84.78
20
P
PAYCPAYCOM SOFTWARE INC
Technology·Software - Application
2.13%
of portfolio
Number of shares
3,097,854 sh
Holdings current value
$676.82M
Avg closing price
$175.82
-28.6%
Last action
Trimmed 20.6%
2025Q4
Current $125.50
21
A
AAPLAPPLE INC
Technology·Consumer Electronics
1.87%
of portfolio
Number of shares
2,681,114 sh
Holdings current value
$595.56M
Avg closing price
$242.62
+12.7%
Last action
Trimmed 0.3%
2025Q4
Current $273.43
22
U
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
1.71%
of portfolio
Number of shares
1,037,575 sh
Holdings current value
$543.43M
Avg closing price
$494.70
-28.3%
Last action
Trimmed 0.0%
2025Q4
Current $354.56
23
C
CSGPCOSTAR GROUP INC
Real Estate·Real Estate Services
1.64%
of portfolio
Number of shares
6,601,800 sh
Holdings current value
$523.06M
Avg closing price
$72.12
-48.2%
Last action
Trimmed 18.4%
2025Q4
Current $37.38
24
S
SBUXSTARBUCKS CORP
Consumer Cyclical·Restaurants
1.58%
of portfolio
Number of shares
5,133,440 sh
Holdings current value
$503.54M
Avg closing price
$95.06
+4.7%
Last action
Trimmed 29.0%
2025Q4
Current $99.54
25
I
ITGARTNER INC
Technology·Information Technology Services
1.10%
of portfolio
Number of shares
835,522 sh
Holdings current value
$350.70M
Avg closing price
$476.67
-68.8%
Last action
Trimmed 0.1%
2025Q4
Current $148.60
26
S
SAPSAP SEADR
Technology·Software - Application
0.46%
of portfolio
Number of shares
542,699 sh
Holdings current value
$145.68M
Avg closing price
$195.03
-16.3%
Last action
Trimmed 17.1%
2025Q4
Current $163.25
27
I
IWFISHARES TRETF
0.44%
of portfolio
Number of shares
385,522 sh
Holdings current value
$139.21M
Avg closing price
$448.31
+5.5%
Last action
Added
2025Q4
Current $473.05
28
M
MELIMERCADOLIBRE INC
Consumer Cyclical·Internet Retail
0.42%
of portfolio
Number of shares
68,534 sh
Holdings current value
$133.70M
Avg closing price
$1775
+1.9%
Last action
Trimmed 2.3%
2025Q4
Current $1809
29
G
G96629103WILLIS TOWERS WATSON PLC LTD
0.39%
of portfolio
Number of shares
366,539 sh
Holdings current value
$123.87M
Avg closing price
$329.28
Last action
Trimmed 34.4%
2025Q4
Current —
30
G
G4705A100ICON PLC
0.35%
of portfolio
Number of shares
635,052 sh
Holdings current value
$111.13M
Avg closing price
$335.95
Last action
Trimmed 34.8%
2025Q4
Current —
31
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.30%
of portfolio
Number of shares
610,910 sh
Holdings current value
$94.47M
Avg closing price
$151.30
+124.0%
Last action
Trimmed 42.0%
2025Q4
Current $338.89
32
L
L44385109GLOBANT S A
0.29%
of portfolio
Number of shares
774,418 sh
Holdings current value
$91.16M
Avg closing price
$185.96
Last action
Trimmed 5.5%
2025Q4
Current —
33
N
NVONOVO-NORDISK A SADR
Healthcare·Drug Manufacturers - General
0.22%
of portfolio
Number of shares
1,001,906 sh
Holdings current value
$69.57M
Avg closing price
$128.40
-70.0%
Last action
Exited
2025Q3
Current $38.52
34
G
G5960L103MEDTRONIC PLC
0.18%
of portfolio
Number of shares
629,483 sh
Holdings current value
$56.57M
Avg closing price
$87.15
Last action
Trimmed 6.0%
2025Q4
Current —
35
A
ADPAUTOMATIC DATA PROCESSING IN
Technology·Software - Application
0.16%
of portfolio
Number of shares
166,526 sh
Holdings current value
$50.88M
Avg closing price
$249.99
-20.6%
Last action
Trimmed 0.3%
2025Q4
Current $198.53
36
A
ACWIISHARES TRETF
0.14%
of portfolio
Number of shares
384,795 sh
Holdings current value
$44.79M
Avg closing price
$137.25
+8.7%
Last action
Added
2025Q4
Current $149.25
37
H
HDBHDFC BANK LTDADR
Financial Services·Banks - Regional
0.14%
of portfolio
Number of shares
651,063 sh
Holdings current value
$43.26M
Avg closing price
$56.48
-54.8%
Last action
Trimmed 25.8%
2025Q4
Current $25.51
38
A
ASMLASML HOLDING N V
Technology·Semiconductor Equipment & Materials
0.11%
of portfolio
Number of shares
52,677 sh
Holdings current value
$34.91M
Avg closing price
$937.40
+51.2%
Last action
Trimmed 14.0%
2025Q4
Current $1418
39
N
NUNU HLDGS LTD
Financial Services·Banks - Regional
0.10%
of portfolio
Number of shares
2,969,781 sh
Holdings current value
$30.41M
Avg closing price
$10.33
+40.0%
Last action
Trimmed 11.4%
2025Q4
Current $14.46
40
T
TMETENCENT MUSIC ENTMT GROUPADR
Communication Services·Internet Content & Information
0.09%
of portfolio
Number of shares
1,978,769 sh
Holdings current value
$28.51M
Avg closing price
$12.70
-27.1%
Last action
Trimmed 7.0%
2025Q4
Current $9.25
41
S
SPOTSPOTIFY TECHNOLOGY S A
Communication Services·Internet Content & Information
0.07%
of portfolio
Number of shares
38,749 sh
Holdings current value
$21.31M
Avg closing price
$560.10
-7.9%
Last action
Added
2025Q4
Current $515.94
42
M
M7S64H106MONDAY COM LTD
0.05%
of portfolio
Number of shares
71,261 sh
Holdings current value
$17.33M
Avg closing price
$243.71
Last action
Trimmed 39.5%
2025Q4
Current —
43
E
EXLSEXLSERVICE HOLDINGS INC
Technology·Information Technology Services
0.04%
of portfolio
Number of shares
260,017 sh
Holdings current value
$12.28M
Avg closing price
$31.78
-3.8%
Last action
Exited
2025Q3
Current $30.56
44
H
H5919C104ON HLDG AG
0.03%
of portfolio
Number of shares
238,933 sh
Holdings current value
$10.49M
Avg closing price
$51.12
Last action
Trimmed 21.1%
2025Q4
Current —
45
P
PDDPINDUODUO INCADR
Consumer Cyclical·Internet Retail
0.02%
of portfolio
Number of shares
66,193 sh
Holdings current value
$7.83M
Avg closing price
$133.72
-26.9%
Last action
Trimmed 32.6%
2025Q4
Current $97.77
46
H
HLNEHAMILTON LANE INC
Financial Services·Asset Management
0.02%
of portfolio
Number of shares
52,320 sh
Holdings current value
$7.78M
Avg closing price
$112.76
-8.5%
Last action
Exited
2025Q3
Current $103.16
47
M
MEDPMEDPACE HLDGS INC
Healthcare·Diagnostics & Research
0.02%
of portfolio
Number of shares
24,466 sh
Holdings current value
$7.45M
Avg closing price
$367.05
+7.2%
Last action
Trimmed 0.4%
2025Q4
Current $393.42
48
G
GSHDGOOSEHEAD INS INC
Financial Services·Insurance Brokers
0.02%
of portfolio
Number of shares
61,317 sh
Holdings current value
$7.24M
Avg closing price
$66.62
-23.8%
Last action
Exited
2025Q3
Current $50.77
49
N
NSITINSIGHT ENTERPRISES INC
Technology·Electronics & Computer Distribution
0.02%
of portfolio
Number of shares
42,133 sh
Holdings current value
$6.32M
Avg closing price
$184.15
-60.2%
Last action
Exited
2025Q3
Current $73.34
50
C
CNMCORE & MAIN INC
Industrials·Industrial Distribution
0.02%
of portfolio
Number of shares
124,953 sh
Holdings current value
$6.04M
Avg closing price
$57.25
-14.5%
Last action
Exited
2025Q3
Current $48.95
51
P
PCTYPAYLOCITY HLDG CORP
Technology·Software - Application
0.02%
of portfolio
Number of shares
31,338 sh
Holdings current value
$5.87M
Avg closing price
$172.76
-42.1%
Last action
Exited
2025Q3
Current $100.08
52
P
PGNYPROGYNY INC
Healthcare·Healthcare Plans
0.02%
of portfolio
Number of shares
261,506 sh
Holdings current value
$5.84M
Avg closing price
$37.29
-52.6%
Last action
Exited
2025Q3
Current $17.67
53
R
RMBSRAMBUS INC DEL
Technology·Semiconductors
0.02%
of portfolio
Number of shares
109,117 sh
Holdings current value
$5.65M
Avg closing price
$47.29
+192.9%
Last action
Exited
2025Q3
Current $138.50
54
V
VUGVANGUARD INDEX FDSETF
0.02%
of portfolio
Number of shares
14,589 sh
Holdings current value
$5.41M
Avg closing price
$457.40
-82.1%
Last action
Added
2025Q4
Current $82.04
55
L
LVSLAS VEGAS SANDS CORP
Consumer Cyclical·Resorts & Casinos
0.02%
of portfolio
Number of shares
139,619 sh
Holdings current value
$5.39M
Avg closing price
$51.66
+0.6%
Last action
Exited
2025Q3
Current $51.95
56
G
G29018101DLOCAL LTD
0.02%
of portfolio
Number of shares
627,551 sh
Holdings current value
$5.23M
Avg closing price
$14.44
Last action
Trimmed 27.0%
2025Q4
Current —
57
H
HLIHOULIHAN LOKEY INC
Financial Services·Capital Markets
0.02%
of portfolio
Number of shares
32,295 sh
Holdings current value
$5.22M
Avg closing price
$128.19
+23.5%
Last action
Exited
2025Q3
Current $158.27
58
F
FSVFIRSTSERVICE CORP NEW
Real Estate·Real Estate Services
0.02%
of portfolio
Number of shares
29,648 sh
Holdings current value
$4.92M
Avg closing price
$167.95
-11.2%
Last action
Exited
2025Q3
Current $149.16
59
C
CCCCCC INTELLIGENT SOLUTIONS HL
Technology·Software - Application
0.02%
of portfolio
Number of shares
544,653 sh
Holdings current value
$4.92M
Avg closing price
$11.67
-59.0%
Last action
Exited
2025Q3
Current $4.79
60
A
AITAPPLIED INDL TECHNOLOGIES IN
Industrials·Industrial Distribution
0.01%
of portfolio
Number of shares
21,160 sh
Holdings current value
$4.77M
Avg closing price
$214.76
+37.1%
Last action
Exited
2025Q3
Current $294.40
61
T
TREXTREX CO INC
Industrials·Building Products & Equipment
0.01%
of portfolio
Number of shares
78,742 sh
Holdings current value
$4.57M
Avg closing price
$67.94
-37.6%
Last action
Exited
2025Q3
Current $42.37
62
Y
YUMCYUM CHINA HLDGS INC
Consumer Cyclical·Restaurants
0.01%
of portfolio
Number of shares
86,045 sh
Holdings current value
$4.48M
Avg closing price
$40.03
+20.0%
Last action
Exited
2025Q2
Current $48.04
63
E
ELFE L F BEAUTY INC
Consumer Defensive·Household & Personal Products
0.01%
of portfolio
Number of shares
69,325 sh
Holdings current value
$4.35M
Avg closing price
$115.37
-42.6%
Last action
Exited
2025Q4
Current $66.23
64
G
GNRCGENERAC HLDGS INC
Industrials·Specialty Industrial Machinery
0.01%
of portfolio
Number of shares
33,409 sh
Holdings current value
$4.23M
Avg closing price
$126.14
+73.1%
Last action
Exited
2025Q3
Current $218.38
65
B
BROSDUTCH BROS INC
Consumer Cyclical·Restaurants
0.01%
of portfolio
Number of shares
68,124 sh
Holdings current value
$4.21M
Avg closing price
$43.81
+24.5%
Last action
Exited
2025Q3
Current $54.54
66
R
RGENREPLIGEN CORP
Healthcare·Medical Instruments & Supplies
0.01%
of portfolio
Number of shares
30,902 sh
Holdings current value
$3.93M
Avg closing price
$140.02
-18.5%
Last action
Exited
2025Q3
Current $114.06
67
A
AAONAAON INC
Industrials·Building Products & Equipment
0.01%
of portfolio
Number of shares
49,466 sh
Holdings current value
$3.86M
Avg closing price
$83.94
+17.6%
Last action
Exited
2025Q3
Current $98.71
68
C
CATHGLOBAL X FDSETF
0.01%
of portfolio
Number of shares
53,317 sh
Holdings current value
$3.60M
Avg closing price
$65.19
+31.0%
Last action
Trimmed 5.8%
2025Q4
Current $85.41
69
R
RVLVREVOLVE GROUP INC
Consumer Cyclical·Internet Retail
0.01%
of portfolio
Number of shares
160,282 sh
Holdings current value
$3.44M
Avg closing price
$21.17
+24.9%
Last action
Exited
2025Q3
Current $26.45
70
C
CWANCLEARWATER ANALYTICS HLDGS I
Technology·Software - Application
0.01%
of portfolio
Number of shares
124,892 sh
Holdings current value
$3.35M
Avg closing price
$17.73
+36.4%
Last action
Exited
2025Q3
Current $24.18
71
A
ACWXISHARES TRETF
0.01%
of portfolio
Number of shares
58,768 sh
Holdings current value
$3.26M
Avg closing price
$63.88
+13.6%
Last action
Added
2025Q4
Current $72.56
72
W
WSCWILLSCOT MOBIL MINI HLDNG CO
Industrials·Rental & Leasing Services
0.01%
of portfolio
Number of shares
116,917 sh
Holdings current value
$3.25M
Avg closing price
$33.45
-32.8%
Last action
Exited
2025Q3
Current $22.49
73
B
BDCBELDEN INC
Technology·Communication Equipment
0.01%
of portfolio
Number of shares
30,665 sh
Holdings current value
$3.07M
Avg closing price
$110.00
+20.3%
Last action
Exited
2025Q3
Current $132.34
74
G
G3323L100FABRINET
0.01%
of portfolio
Number of shares
15,249 sh
Holdings current value
$3.01M
Avg closing price
$216.00
Last action
Exited
2025Q3
Current —
75
E
EPAMEPAM SYS INC
Technology·Information Technology Services
0.01%
of portfolio
Number of shares
16,512 sh
Holdings current value
$2.79M
Avg closing price
$256.28
-52.9%
Last action
Exited
2025Q2
Current $120.77

Portfolio heatmap

Box size = % of portfolio · color = return since filing
AMZN
10.60% · +34.1%
MSFT
7.00% · +10.8%
V
6.63% · -11.9%
ORCL
5.54% · +26.1%
MA
5.53% · -8.3%
ABT
4.74% · -30.3%
SHOP
4.58% · +30.1%
LLY
4.55% · +11.1%
ZTS
4.55% · -29.5%
AON PLC
3.77%
GOOG
3.65% · +116.2%
TMO
3.63% · -6.2%
ADBE
3.39% · -37.7%
MSCI
3.32% · +5.7%
ACCENTURE PLC IRELAND
3.14%
ABNB
2.90% · +18.8%
WDAY
2.89% · -50.9%
NFLX
2.60% · -90.0%
NOW
2.37% · -89.4%
PAYC
2.13% · -42.6%
AAPL
1.87% · +23.1%
UNH
1.71% · -32.3%
CSGP
1.64% · -52.8%
SBUX
1.58% · +1.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology29 pos$10.12B34.9%
  • Healthcare12 pos$6.20B21.4%
  • Financial Services12 pos$5.03B17.3%
  • Consumer Cyclical14 pos$4.97B17.1%
  • Communication Services6 pos$2.13B7.4%
  • Real Estate3 pos$528.9M1.8%
  • Industrials14 pos$37.5M0.1%
  • Consumer Defensive2 pos$5.4M0.0%
(8.9% unclassified, excluded from %)