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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
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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 · 2025Q2
1 / 4
75 of 240
1
A
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
9.37%
of portfolio
Number of shares
13,921,840 sh
Holdings current value
$3.05B
Avg closing price
$180.38
+41.4%
Last action
Trimmed 15.7%
2025Q4
Current $255.08
2
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
8.28%
of portfolio
Number of shares
5,426,123 sh
Holdings current value
$2.70B
Avg closing price
$420.72
-1.2%
Last action
Trimmed 17.0%
2025Q4
Current $415.75
3
O
ORCLORACLE CORP
Technology·Software - Infrastructure
8.04%
of portfolio
Number of shares
11,983,204 sh
Holdings current value
$2.62B
Avg closing price
$165.24
+6.7%
Last action
Trimmed 14.9%
2025Q4
Current $176.28
4
V
VVISA INC
Financial Services·Credit Services
6.11%
of portfolio
Number of shares
5,611,098 sh
Holdings current value
$1.99B
Avg closing price
$279.08
+10.7%
Last action
Trimmed 14.7%
2025Q4
Current $308.88
5
S
SHOPSHOPIFY INC
Technology·Software - Application
5.20%
of portfolio
Number of shares
14,690,160 sh
Holdings current value
$1.69B
Avg closing price
$69.69
+78.3%
Last action
Trimmed 20.8%
2025Q4
Current $124.23
6
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
5.16%
of portfolio
Number of shares
2,992,048 sh
Holdings current value
$1.68B
Avg closing price
$481.57
+4.3%
Last action
Trimmed 16.9%
2025Q4
Current $502.38
7
A
ABTABBOTT LABS
Healthcare·Medical Devices
4.45%
of portfolio
Number of shares
10,669,498 sh
Holdings current value
$1.45B
Avg closing price
$113.66
-18.6%
Last action
Trimmed 24.5%
2025Q4
Current $92.48
8
L
LLYLILLY ELI & CO
Healthcare·Drug Manufacturers - General
4.16%
of portfolio
Number of shares
1,737,910 sh
Holdings current value
$1.35B
Avg closing price
$787.77
+16.5%
Last action
Trimmed 17.8%
2025Q4
Current $917.65
9
Z
ZTSZOETIS INC
Healthcare·Drug Manufacturers - Specialty & Generic
4.03%
of portfolio
Number of shares
8,421,026 sh
Holdings current value
$1.31B
Avg closing price
$167.75
-30.8%
Last action
Trimmed 18.8%
2025Q4
Current $116.06
10
A
ADBEADOBE SYSTEMS INCORPORATED
Technology·Software - Application
3.99%
of portfolio
Number of shares
3,356,781 sh
Holdings current value
$1.30B
Avg closing price
$487.89
-51.0%
Last action
Trimmed 13.2%
2025Q4
Current $238.98
11
N
NOWSERVICENOW INC
Technology·Software - Application
3.71%
of portfolio
Number of shares
1,176,895 sh
Holdings current value
$1.21B
Avg closing price
$283.88
-70.1%
Last action
Added
2025Q4
Current $84.78
12
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
3.57%
of portfolio
Number of shares
6,562,265 sh
Holdings current value
$1.16B
Avg closing price
$152.26
+121.8%
Last action
Trimmed 8.7%
2025Q4
Current $337.75
13
N
NFLXNETFLIX INC
Communication Services·Entertainment
3.35%
of portfolio
Number of shares
815,234 sh
Holdings current value
$1.09B
Avg closing price
$607.33
-84.7%
Last action
Trimmed 27.2%
2025Q4
Current $92.82
14
M
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
3.08%
of portfolio
Number of shares
1,741,389 sh
Holdings current value
$1.00B
Avg closing price
$512.79
+16.6%
Last action
Trimmed 12.7%
2025Q4
Current $598.01
15
G
G0403H108AON PLC
3.01%
of portfolio
Number of shares
2,745,627 sh
Holdings current value
$979.53M
Avg closing price
$383.46
Last action
Trimmed 19.0%
2025Q4
Current —
16
A
ABNBAIRBNB INC
Consumer Cyclical·Travel Services
2.99%
of portfolio
Number of shares
7,354,228 sh
Holdings current value
$973.26M
Avg closing price
$164.96
-14.0%
Last action
Trimmed 11.4%
2025Q4
Current $141.87
17
T
TMOTHERMO FISHER SCIENTIFIC INC
Healthcare·Diagnostics & Research
2.73%
of portfolio
Number of shares
2,190,348 sh
Holdings current value
$888.10M
Avg closing price
$581.21
-19.7%
Last action
Trimmed 4.9%
2025Q4
Current $466.70
18
S
SBUXSTARBUCKS CORP
Consumer Cyclical·Restaurants
2.72%
of portfolio
Number of shares
9,668,618 sh
Holdings current value
$885.94M
Avg closing price
$95.06
+4.7%
Last action
Trimmed 17.8%
2025Q4
Current $99.54
19
G
G1151C101ACCENTURE PLC IRELAND
2.70%
of portfolio
Number of shares
2,947,158 sh
Holdings current value
$880.88M
Avg closing price
$346.61
Last action
Trimmed 16.4%
2025Q4
Current —
20
W
WDAYWORKDAY INC
Technology·Software - Application
2.63%
of portfolio
Number of shares
3,571,930 sh
Holdings current value
$857.26M
Avg closing price
$264.64
-56.7%
Last action
Trimmed 34.1%
2025Q4
Current $114.67
21
P
PAYCPAYCOM SOFTWARE INC
Technology·Software - Application
2.06%
of portfolio
Number of shares
2,896,489 sh
Holdings current value
$670.25M
Avg closing price
$175.82
-28.6%
Last action
Trimmed 21.7%
2025Q4
Current $125.50
22
I
IDXXIDEXX LABS INC
Healthcare·Diagnostics & Research
1.97%
of portfolio
Number of shares
1,195,425 sh
Holdings current value
$641.15M
Avg closing price
$536.34
+4.6%
Last action
Trimmed 12.2%
2025Q4
Current $560.93
23
C
CSGPCOSTAR GROUP INC
Real Estate·Real Estate Services
1.71%
of portfolio
Number of shares
6,923,828 sh
Holdings current value
$556.68M
Avg closing price
$72.12
-48.2%
Last action
Trimmed 17.7%
2025Q4
Current $37.38
24
I
ITGARTNER INC
Technology·Information Technology Services
0.97%
of portfolio
Number of shares
779,216 sh
Holdings current value
$314.97M
Avg closing price
$476.67
-68.8%
Last action
Trimmed 0.1%
2025Q4
Current $148.60
25
M
MELIMERCADOLIBRE INC
Consumer Cyclical·Internet Retail
0.50%
of portfolio
Number of shares
62,189 sh
Holdings current value
$162.54M
Avg closing price
$1775
+1.9%
Last action
Trimmed 2.5%
2025Q4
Current $1809
26
S
SAPSAP SEADR
Technology·Software - Application
0.45%
of portfolio
Number of shares
486,471 sh
Holdings current value
$147.94M
Avg closing price
$195.03
-16.3%
Last action
Trimmed 18.7%
2025Q4
Current $163.25
27
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.34%
of portfolio
Number of shares
620,019 sh
Holdings current value
$109.27M
Avg closing price
$151.30
+124.0%
Last action
Trimmed 41.6%
2025Q4
Current $338.89
28
G
G96629103WILLIS TOWERS WATSON PLC LTD
0.30%
of portfolio
Number of shares
314,075 sh
Holdings current value
$96.26M
Avg closing price
$329.28
Last action
Trimmed 38.0%
2025Q4
Current —
29
I
IWFISHARES TRETF
0.29%
of portfolio
Number of shares
225,609 sh
Holdings current value
$95.79M
Avg closing price
$448.31
+5.5%
Last action
Added
2025Q4
Current $473.05
30
G
G4705A100ICON PLC
0.24%
of portfolio
Number of shares
540,410 sh
Holdings current value
$78.60M
Avg closing price
$335.95
Last action
Trimmed 38.5%
2025Q4
Current —
31
H
HDBHDFC BANK LTDADR
Financial Services·Banks - Regional
0.13%
of portfolio
Number of shares
570,679 sh
Holdings current value
$43.75M
Avg closing price
$56.48
-54.8%
Last action
Trimmed 28.4%
2025Q4
Current $25.51
32
A
ASMLASML HOLDING N V
Technology·Semiconductor Equipment & Materials
0.11%
of portfolio
Number of shares
44,525 sh
Holdings current value
$35.68M
Avg closing price
$937.40
+51.2%
Last action
Trimmed 16.2%
2025Q4
Current $1418
33
N
NUNU HLDGS LTD
Financial Services·Banks - Regional
0.10%
of portfolio
Number of shares
2,486,803 sh
Holdings current value
$34.12M
Avg closing price
$10.33
+40.0%
Last action
Trimmed 13.4%
2025Q4
Current $14.46
34
M
M7S64H106MONDAY COM LTD
0.09%
of portfolio
Number of shares
97,575 sh
Holdings current value
$30.69M
Avg closing price
$243.71
Last action
Trimmed 32.3%
2025Q4
Current —
35
A
ADPAUTOMATIC DATA PROCESSING IN
Technology·Software - Application
0.09%
of portfolio
Number of shares
94,535 sh
Holdings current value
$29.15M
Avg closing price
$249.99
-20.6%
Last action
Trimmed 0.5%
2025Q4
Current $198.53
36
H
H5919C104ON HLDG AG
0.08%
of portfolio
Number of shares
489,827 sh
Holdings current value
$25.50M
Avg closing price
$51.12
Last action
Trimmed 11.5%
2025Q4
Current —
37
L
L44385109GLOBANT S A
0.08%
of portfolio
Number of shares
272,981 sh
Holdings current value
$24.80M
Avg closing price
$185.96
Last action
Trimmed 14.1%
2025Q4
Current —
38
S
SPOTSPOTIFY TECHNOLOGY S A
Communication Services·Internet Content & Information
0.07%
of portfolio
Number of shares
29,446 sh
Holdings current value
$22.60M
Avg closing price
$560.10
-7.9%
Last action
Added
2025Q4
Current $515.94
39
G
G5960L103MEDTRONIC PLC
0.06%
of portfolio
Number of shares
234,886 sh
Holdings current value
$20.48M
Avg closing price
$87.15
Last action
Trimmed 14.7%
2025Q4
Current —
40
T
TMETENCENT MUSIC ENTMT GROUPADR
Communication Services·Internet Content & Information
0.06%
of portfolio
Number of shares
991,883 sh
Holdings current value
$19.33M
Avg closing price
$12.70
-27.1%
Last action
Trimmed 13.1%
2025Q4
Current $9.25
41
I
IBNICICI BANK LIMITEDADR
Financial Services·Banks - Regional
0.05%
of portfolio
Number of shares
500,475 sh
Holdings current value
$16.84M
Avg closing price
$33.64
-16.6%
Last action
Trimmed 16.7%
2025Q4
Current $28.05
42
S
SESEA LTDADR
Consumer Cyclical·Internet Retail
0.04%
of portfolio
Number of shares
83,932 sh
Holdings current value
$13.42M
Avg closing price
$159.94
-47.9%
Last action
Trimmed 24.7%
2025Q4
Current $83.35
43
N
NVONOVO-NORDISK A SADR
Healthcare·Drug Manufacturers - General
0.04%
of portfolio
Number of shares
178,669 sh
Holdings current value
$12.33M
Avg closing price
$128.40
-70.0%
Last action
Exited
2025Q3
Current $38.52
44
A
ACWIISHARES TRETF
0.03%
of portfolio
Number of shares
88,558 sh
Holdings current value
$11.39M
Avg closing price
$137.25
+8.7%
Last action
Added
2025Q4
Current $149.25
45
V
V5633W109MAKEMYTRIP LIMITED MAURITIUS
0.03%
of portfolio
Number of shares
104,962 sh
Holdings current value
$10.29M
Avg closing price
$98.02
Last action
Trimmed 24.3%
2025Q4
Current —
46
A
AGXARGAN INC
Industrials·Engineering & Construction
0.03%
of portfolio
Number of shares
44,821 sh
Holdings current value
$9.88M
Avg closing price
$220.48
+197.9%
Last action
Trimmed 22.0%
2025Q4
Current $656.79
47
W
WGSGENEDX HOLDINGS CORP
Healthcare·Diagnostics & Research
0.02%
of portfolio
Number of shares
80,980 sh
Holdings current value
$7.48M
Avg closing price
$92.31
-28.2%
Last action
Trimmed 9.3%
2025Q4
Current $66.24
48
G
G29018101DLOCAL LTD
0.02%
of portfolio
Number of shares
605,885 sh
Holdings current value
$6.87M
Avg closing price
$14.44
Last action
Trimmed 27.7%
2025Q4
Current —
49
P
PDDPINDUODUO INCADR
Consumer Cyclical·Internet Retail
0.02%
of portfolio
Number of shares
64,309 sh
Holdings current value
$6.73M
Avg closing price
$133.72
-26.9%
Last action
Trimmed 33.2%
2025Q4
Current $97.77
50
B
BWXTBWX TECHNOLOGIES INC
Industrials·Aerospace & Defense
0.02%
of portfolio
Number of shares
41,037 sh
Holdings current value
$5.91M
Avg closing price
$144.06
+56.5%
Last action
Trimmed 9.7%
2025Q4
Current $225.51
51
V
VUGVANGUARD INDEX FDSETF
0.02%
of portfolio
Number of shares
12,907 sh
Holdings current value
$5.66M
Avg closing price
$457.40
-82.1%
Last action
Added
2025Q4
Current $82.04
52
P
POWLPOWELL INDS INC
Industrials·Electrical Equipment & Parts
0.02%
of portfolio
Number of shares
25,173 sh
Holdings current value
$5.30M
Avg closing price
$210.45
+19.8%
Last action
Trimmed 10.7%
2025Q4
Current $252.18
53
V
VSECVSE CORP
Industrials·Aerospace & Defense
0.02%
of portfolio
Number of shares
39,583 sh
Holdings current value
$5.18M
Avg closing price
$130.98
+40.3%
Last action
Trimmed 0.1%
2025Q4
Current $183.77
54
Y
Y4600W108KAROOOOO LTD
0.01%
of portfolio
Number of shares
84,767 sh
Holdings current value
$4.15M
Avg closing price
$47.48
Last action
Trimmed 8.4%
2025Q4
Current —
55
I
IESCIES HLDGS INC
Industrials·Engineering & Construction
0.01%
of portfolio
Number of shares
13,821 sh
Holdings current value
$4.09M
Avg closing price
$296.23
+97.9%
Last action
Trimmed 8.0%
2025Q4
Current $586.17
56
C
CVNACARVANA CO
Consumer Cyclical·Auto & Truck Dealerships
0.01%
of portfolio
Number of shares
11,695 sh
Holdings current value
$3.94M
Avg closing price
$336.96
+19.6%
Last action
Trimmed 11.2%
2025Q4
Current $403.02
57
G
G65163100JOBY AVIATION INC
0.01%
of portfolio
Number of shares
355,465 sh
Holdings current value
$3.75M
Avg closing price
$10.55
Last action
Trimmed 16.1%
2025Q4
Current —
58
C
CATHGLOBAL X FDSETF
0.01%
of portfolio
Number of shares
46,993 sh
Holdings current value
$3.55M
Avg closing price
$65.19
+31.0%
Last action
Trimmed 6.6%
2025Q4
Current $85.41
59
D
DAVEDAVE INC
Technology·Software - Application
0.01%
of portfolio
Number of shares
12,621 sh
Holdings current value
$3.39M
Avg closing price
$268.41
+2.2%
Last action
Trimmed 4.7%
2025Q4
Current $274.35
60
C
CCJCAMECO CORP
Energy·Uranium
0.01%
of portfolio
Number of shares
45,616 sh
Holdings current value
$3.39M
Avg closing price
$74.23
+66.8%
Last action
Trimmed 18.6%
2025Q4
Current $123.85
61
S
SMRNUSCALE PWR CORP
Industrials·Specialty Industrial Machinery
0.01%
of portfolio
Number of shares
85,426 sh
Holdings current value
$3.38M
Avg closing price
$39.56
-67.8%
Last action
Trimmed 18.1%
2025Q4
Current $12.72
62
S
SOFISOFI TECHNOLOGIES INC
Financial Services·Credit Services
0.01%
of portfolio
Number of shares
170,896 sh
Holdings current value
$3.11M
Avg closing price
$18.21
+0.6%
Last action
Trimmed 13.1%
2025Q4
Current $18.32
63
N
NVDANVIDIA CORPORATION
Technology·Semiconductors
0.01%
of portfolio
Number of shares
17,042 sh
Holdings current value
$2.69M
Avg closing price
$186.50
+7.0%
Last action
Trimmed 98.3%
2025Q4
Current $199.64
64
C
CRSCARPENTER TECHNOLOGY CORP
Industrials·Metal Fabrication
0.01%
of portfolio
Number of shares
9,475 sh
Holdings current value
$2.62M
Avg closing price
$276.38
+54.4%
Last action
Trimmed 0.3%
2025Q4
Current $426.66
65
M
M7518J104ODDITY TECH LTD
0.01%
of portfolio
Number of shares
33,751 sh
Holdings current value
$2.55M
Avg closing price
$75.47
Last action
Trimmed 20.6%
2025Q4
Current —
66
W
WRBYWARBY PARKER INC
Healthcare·Medical Instruments & Supplies
0.01%
of portfolio
Number of shares
105,204 sh
Holdings current value
$2.31M
Avg closing price
$13.61
+65.0%
Last action
Exited
2025Q4
Current $22.46
67
C
CVLTCOMMVAULT SYS INC
Technology·Software - Application
0.01%
of portfolio
Number of shares
13,142 sh
Holdings current value
$2.29M
Avg closing price
$174.33
-48.3%
Last action
Exited
2025Q4
Current $90.15
68
I
IRSIRSA INVERSIONES Y REP S AADR
0.01%
of portfolio
Number of shares
163,598 sh
Holdings current value
$2.28M
Avg closing price
$14.12
+3.9%
Last action
Added 4.9%
2025Q4
Current $14.67
69
G
G25457105CREDO TECHNOLOGY GROUP HOLDI
0.01%
of portfolio
Number of shares
24,417 sh
Holdings current value
$2.26M
Avg closing price
$92.59
Last action
Trimmed 8.2%
2025Q4
Current —
70
L
LMBLIMBACH HLDGS INC
Industrials·Building Products & Equipment
0.01%
of portfolio
Number of shares
15,717 sh
Holdings current value
$2.20M
Avg closing price
$140.04
-28.8%
Last action
Trimmed 38.5%
2025Q4
Current $99.77
71
T
TSLATESLA INC
Consumer Cyclical·Auto Manufacturers
0.01%
of portfolio
Number of shares
6,722 sh
Holdings current value
$2.14M
Avg closing price
$345.29
+8.2%
Last action
Trimmed 5.9%
2025Q4
Current $373.72
72
H
HCIHCI GROUP INC
Financial Services·Insurance - Property & Casualty
0.01%
of portfolio
Number of shares
13,972 sh
Holdings current value
$2.13M
Avg closing price
$161.38
-4.9%
Last action
Trimmed 0.3%
2025Q4
Current $153.52
73
A
ACHRARCHER AVIATION INC
Industrials·Aerospace & Defense
0.01%
of portfolio
Number of shares
194,666 sh
Holdings current value
$2.11M
Avg closing price
$10.85
-46.8%
Last action
Exited
2025Q4
Current $5.77
74
A
AFRMAFFIRM HLDGS INC
Financial Services·Credit Services
0.01%
of portfolio
Number of shares
30,027 sh
Holdings current value
$2.08M
Avg closing price
$69.51
-9.4%
Last action
Trimmed 0.4%
2025Q4
Current $62.98
75
L
LOMALOMA NEGRA C I A S A MTN 14ADR
0.01%
of portfolio
Number of shares
187,687 sh
Holdings current value
$2.06M
Avg closing price
$10.97
+1.5%
Last action
Exited
2025Q3
Current $11.14

Portfolio heatmap

Box size = % of portfolio · color = return since filing
AMZN
9.37% · +16.3%
MSFT
8.28% · -16.4%
ORCL
8.04% · -19.4%
V
6.11% · -13.0%
SHOP
5.20% · +7.7%
MA
5.16% · -10.6%
ABT
4.45% · -32.0%
LLY
4.16% · +17.7%
ZTS
4.03% · -25.6%
ADBE
3.99% · -38.2%
NOW
3.71% · -91.8%
GOOG
3.57% · +90.4%
NFLX
3.35% · -93.1%
MSCI
3.08% · +3.7%
AON PLC
3.01%
ABNB
2.99% · +7.2%
TMO
2.73% · +15.1%
SBUX
2.72% · +8.6%
ACCENTURE PLC IRELAND
2.70%
WDAY
2.63% · -52.2%
PAYC
2.06% · -45.8%
IDXX
1.97% · +4.6%
CSGP
1.71% · -53.5%
IT
0.97% · -63.2%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology41 pos$11.61B38.3%
  • Healthcare38 pos$5.70B18.8%
  • Consumer Cyclical27 pos$5.12B16.9%
  • Financial Services21 pos$4.79B15.8%
  • Communication Services7 pos$2.41B8.0%
  • Real Estate3 pos$558.9M1.8%
  • Industrials44 pos$74.9M0.2%
  • Consumer Defensive7 pos$7.6M0.0%
  • Utilities4 pos$5.1M0.0%
  • Energy3 pos$4.5M0.0%
  • Basic Materials3 pos$3.1M0.0%
(7.1% unclassified, excluded from %)