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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
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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 · 2025Q3
1 / 4
75 of 232
1
O
ORCLORACLE CORP
Technology·Software - Infrastructure
8.48%
of portfolio
Number of shares
9,288,638 sh
Holdings current value
$2.61B
Avg closing price
$165.24
+6.7%
Last action
Trimmed 18.5%
2025Q4
Current $176.28
2
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
8.44%
of portfolio
Number of shares
5,020,158 sh
Holdings current value
$2.60B
Avg closing price
$420.72
-1.2%
Last action
Trimmed 18.1%
2025Q4
Current $415.75
3
A
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
8.02%
of portfolio
Number of shares
11,246,528 sh
Holdings current value
$2.47B
Avg closing price
$180.38
+41.4%
Last action
Trimmed 18.7%
2025Q4
Current $255.08
4
S
SHOPSHOPIFY INC
Technology·Software - Application
5.34%
of portfolio
Number of shares
11,060,906 sh
Holdings current value
$1.64B
Avg closing price
$69.69
+78.3%
Last action
Trimmed 25.9%
2025Q4
Current $124.23
5
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
5.06%
of portfolio
Number of shares
2,741,243 sh
Holdings current value
$1.56B
Avg closing price
$481.57
+4.3%
Last action
Trimmed 18.2%
2025Q4
Current $502.38
6
V
VVISA INC
Financial Services·Credit Services
4.81%
of portfolio
Number of shares
4,340,224 sh
Holdings current value
$1.48B
Avg closing price
$279.08
+10.7%
Last action
Trimmed 18.2%
2025Q4
Current $308.88
7
A
AVGOBROADCOM INC
Technology·Semiconductors
4.80%
of portfolio
Number of shares
4,485,854 sh
Holdings current value
$1.48B
Avg closing price
$329.91
+27.3%
Last action
Trimmed 17.5%
2025Q4
Current $419.94
8
L
LLYLILLY ELI & CO
Healthcare·Drug Manufacturers - General
4.02%
of portfolio
Number of shares
1,622,967 sh
Holdings current value
$1.24B
Avg closing price
$787.77
+16.5%
Last action
Trimmed 18.8%
2025Q4
Current $917.65
9
N
NVDANVIDIA CORPORATION
Technology·Semiconductors
3.81%
of portfolio
Number of shares
6,297,034 sh
Holdings current value
$1.17B
Avg closing price
$186.50
+7.0%
Last action
Trimmed 13.3%
2025Q4
Current $199.64
10
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
3.67%
of portfolio
Number of shares
4,640,242 sh
Holdings current value
$1.13B
Avg closing price
$152.26
+121.8%
Last action
Trimmed 11.8%
2025Q4
Current $337.75
11
Z
ZTSZOETIS INC
Healthcare·Drug Manufacturers - Specialty & Generic
3.57%
of portfolio
Number of shares
7,516,911 sh
Holdings current value
$1.10B
Avg closing price
$167.75
-30.8%
Last action
Trimmed 20.6%
2025Q4
Current $116.06
12
N
NOWSERVICENOW INC
Technology·Software - Application
3.36%
of portfolio
Number of shares
1,124,076 sh
Holdings current value
$1.03B
Avg closing price
$283.88
-70.1%
Last action
Added
2025Q4
Current $84.78
13
A
ABTABBOTT LABS
Healthcare·Medical Devices
3.23%
of portfolio
Number of shares
7,420,604 sh
Holdings current value
$993.92M
Avg closing price
$113.66
-18.6%
Last action
Trimmed 31.8%
2025Q4
Current $92.48
14
M
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
2.92%
of portfolio
Number of shares
1,583,939 sh
Holdings current value
$898.74M
Avg closing price
$512.79
+16.6%
Last action
Trimmed 13.8%
2025Q4
Current $598.01
15
G
G0403H108AON PLC
2.88%
of portfolio
Number of shares
2,490,167 sh
Holdings current value
$887.94M
Avg closing price
$383.46
Last action
Trimmed 20.5%
2025Q4
Current —
16
S
SBUXSTARBUCKS CORP
Consumer Cyclical·Restaurants
2.44%
of portfolio
Number of shares
8,881,141 sh
Holdings current value
$751.34M
Avg closing price
$95.06
+4.7%
Last action
Trimmed 19.1%
2025Q4
Current $99.54
17
I
IDXXIDEXX LABS INC
Healthcare·Diagnostics & Research
2.34%
of portfolio
Number of shares
1,127,147 sh
Holdings current value
$720.12M
Avg closing price
$536.34
+4.6%
Last action
Trimmed 12.9%
2025Q4
Current $560.93
18
A
ADBEADOBE SYSTEMS INCORPORATED
Technology·Software - Application
2.13%
of portfolio
Number of shares
1,857,198 sh
Holdings current value
$655.13M
Avg closing price
$487.89
-51.0%
Last action
Trimmed 21.6%
2025Q4
Current $238.98
19
G
G1151C101ACCENTURE PLC IRELAND
1.97%
of portfolio
Number of shares
2,461,759 sh
Holdings current value
$607.07M
Avg closing price
$346.61
Last action
Trimmed 19.0%
2025Q4
Current —
20
N
NFLXNETFLIX INC
Communication Services·Entertainment
1.86%
of portfolio
Number of shares
478,880 sh
Holdings current value
$574.14M
Avg closing price
$607.33
-84.7%
Last action
Trimmed 38.9%
2025Q4
Current $92.82
21
P
PAYCPAYCOM SOFTWARE INC
Technology·Software - Application
1.78%
of portfolio
Number of shares
2,636,423 sh
Holdings current value
$548.75M
Avg closing price
$175.82
-28.6%
Last action
Trimmed 23.3%
2025Q4
Current $125.50
22
B
BSXBOSTON SCIENTIFIC CORP
Healthcare·Medical Devices
1.77%
of portfolio
Number of shares
5,598,286 sh
Holdings current value
$546.56M
Avg closing price
$97.63
-32.7%
Last action
Trimmed 22.0%
2025Q4
Current $65.69
23
C
CSGPCOSTAR GROUP INC
Real Estate·Real Estate Services
1.75%
of portfolio
Number of shares
6,380,909 sh
Holdings current value
$538.36M
Avg closing price
$72.12
-48.2%
Last action
Trimmed 18.9%
2025Q4
Current $37.38
24
S
SNPSSYNOPSYS INC
Technology·Software - Infrastructure
1.67%
of portfolio
Number of shares
1,044,800 sh
Holdings current value
$515.49M
Avg closing price
$493.39
-7.4%
Last action
Trimmed 16.1%
2025Q4
Current $456.85
25
A
ABNBAIRBNB INC
Consumer Cyclical·Travel Services
1.57%
of portfolio
Number of shares
3,974,571 sh
Holdings current value
$482.59M
Avg closing price
$164.96
-14.0%
Last action
Trimmed 19.2%
2025Q4
Current $141.87
26
I
INTUINTUIT
Technology·Software - Application
1.47%
of portfolio
Number of shares
661,727 sh
Holdings current value
$451.90M
Avg closing price
$682.91
-43.9%
Last action
Trimmed 18.4%
2025Q4
Current $383.30
27
W
WDAYWORKDAY INC
Technology·Software - Application
1.46%
of portfolio
Number of shares
1,862,271 sh
Holdings current value
$448.30M
Avg closing price
$264.64
-56.7%
Last action
Trimmed 49.9%
2025Q4
Current $114.67
28
U
UBERUBER TECHNOLOGIES INC
Technology·Software - Application
1.45%
of portfolio
Number of shares
4,570,653 sh
Holdings current value
$447.79M
Avg closing price
$97.95
-23.7%
Last action
Trimmed 18.0%
2025Q4
Current $74.70
29
M
MELIMERCADOLIBRE INC
Consumer Cyclical·Internet Retail
0.38%
of portfolio
Number of shares
49,515 sh
Holdings current value
$115.71M
Avg closing price
$1775
+1.9%
Last action
Trimmed 3.1%
2025Q4
Current $1809
30
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.37%
of portfolio
Number of shares
473,431 sh
Holdings current value
$115.09M
Avg closing price
$151.30
+124.0%
Last action
Trimmed 48.3%
2025Q4
Current $338.89
31
I
IWFISHARES TRETF
0.35%
of portfolio
Number of shares
227,851 sh
Holdings current value
$106.73M
Avg closing price
$448.31
+5.5%
Last action
Added
2025Q4
Current $473.05
32
S
SAPSAP SEADR
Technology·Software - Application
0.30%
of portfolio
Number of shares
344,952 sh
Holdings current value
$92.17M
Avg closing price
$195.03
-16.3%
Last action
Trimmed 24.4%
2025Q4
Current $163.25
33
G
G4705A100ICON PLC
0.25%
of portfolio
Number of shares
443,461 sh
Holdings current value
$77.61M
Avg closing price
$335.95
Last action
Trimmed 43.3%
2025Q4
Current —
34
G
G96629103WILLIS TOWERS WATSON PLC LTD
0.25%
of portfolio
Number of shares
219,784 sh
Holdings current value
$75.92M
Avg closing price
$329.28
Last action
Trimmed 46.7%
2025Q4
Current —
35
T
TMOTHERMO FISHER SCIENTIFIC INC
Healthcare·Diagnostics & Research
0.18%
of portfolio
Number of shares
114,513 sh
Holdings current value
$55.54M
Avg closing price
$581.21
-19.7%
Last action
Trimmed 49.5%
2025Q4
Current $466.70
36
T
TSMTAIWAN SEMICONDUCTOR MFG LTDADR
Technology·Semiconductors
0.16%
of portfolio
Number of shares
177,059 sh
Holdings current value
$49.45M
Avg closing price
$282.18
+35.6%
Last action
Added 15.3%
2025Q4
Current $382.66
37
A
ACWIISHARES TRETF
0.09%
of portfolio
Number of shares
190,449 sh
Holdings current value
$26.33M
Avg closing price
$137.25
+8.7%
Last action
Added
2025Q4
Current $149.25
38
N
NUNU HLDGS LTD
Financial Services·Banks - Regional
0.08%
of portfolio
Number of shares
1,541,162 sh
Holdings current value
$24.67M
Avg closing price
$10.33
+40.0%
Last action
Trimmed 19.9%
2025Q4
Current $14.46
39
M
M7S64H106MONDAY COM LTD
0.08%
of portfolio
Number of shares
125,811 sh
Holdings current value
$24.37M
Avg closing price
$243.71
Last action
Trimmed 27.0%
2025Q4
Current —
40
H
HDBHDFC BANK LTDADR
Financial Services·Banks - Regional
0.07%
of portfolio
Number of shares
593,360 sh
Holdings current value
$20.27M
Avg closing price
$56.48
-54.8%
Last action
Trimmed 27.6%
2025Q4
Current $25.51
41
A
ASMLASML HOLDING N V
Technology·Semiconductor Equipment & Materials
0.06%
of portfolio
Number of shares
19,797 sh
Holdings current value
$19.17M
Avg closing price
$937.40
+51.2%
Last action
Trimmed 30.3%
2025Q4
Current $1418
42
H
HYGISHARES TRETF
0.05%
of portfolio
Number of shares
200,000 sh
Holdings current value
$16.24M
Avg closing price
$81.19
-1.0%
Last action
Exited
2025Q4
Current $80.37
43
T
TMETENCENT MUSIC ENTMT GROUPADR
Communication Services·Internet Content & Information
0.04%
of portfolio
Number of shares
561,433 sh
Holdings current value
$13.10M
Avg closing price
$12.70
-27.1%
Last action
Trimmed 21.0%
2025Q4
Current $9.25
44
S
SESEA LTDADR
Consumer Cyclical·Internet Retail
0.04%
of portfolio
Number of shares
70,233 sh
Holdings current value
$12.55M
Avg closing price
$159.94
-47.9%
Last action
Trimmed 28.2%
2025Q4
Current $83.35
45
G
G5960L103MEDTRONIC PLC
0.04%
of portfolio
Number of shares
124,956 sh
Holdings current value
$11.90M
Avg closing price
$87.15
Last action
Trimmed 24.5%
2025Q4
Current —
46
B
BEBLOOM ENERGY CORP
Industrials·Electrical Equipment & Parts
0.04%
of portfolio
Number of shares
131,390 sh
Holdings current value
$11.11M
Avg closing price
$53.04
+347.9%
Last action
Trimmed 29.9%
2025Q4
Current $237.57
47
H
H5919C104ON HLDG AG
0.04%
of portfolio
Number of shares
258,374 sh
Holdings current value
$10.94M
Avg closing price
$51.12
Last action
Trimmed 19.8%
2025Q4
Current —
48
A
AGXARGAN INC
Industrials·Engineering & Construction
0.03%
of portfolio
Number of shares
37,533 sh
Holdings current value
$10.14M
Avg closing price
$220.48
+197.9%
Last action
Trimmed 25.2%
2025Q4
Current $656.79
49
G
G29018101DLOCAL LTD
0.03%
of portfolio
Number of shares
699,379 sh
Holdings current value
$9.99M
Avg closing price
$14.44
Last action
Trimmed 25.0%
2025Q4
Current —
50
R
RSPINVESCO EXCHANGE TRADED FD TETF
0.03%
of portfolio
Number of shares
44,774 sh
Holdings current value
$8.49M
Avg closing price
$189.70
+6.7%
Last action
Exited
2025Q4
Current $202.45
51
P
PDDPINDUODUO INCADR
Consumer Cyclical·Internet Retail
0.03%
of portfolio
Number of shares
63,283 sh
Holdings current value
$8.36M
Avg closing price
$133.72
-26.9%
Last action
Trimmed 33.6%
2025Q4
Current $97.77
52
V
V5633W109MAKEMYTRIP LIMITED MAURITIUS
0.03%
of portfolio
Number of shares
87,289 sh
Holdings current value
$8.17M
Avg closing price
$98.02
Last action
Trimmed 27.8%
2025Q4
Current —
53
L
L44385109GLOBANT S A
0.03%
of portfolio
Number of shares
135,108 sh
Holdings current value
$7.75M
Avg closing price
$185.96
Last action
Trimmed 24.8%
2025Q4
Current —
54
S
SPOTSPOTIFY TECHNOLOGY S A
Communication Services·Internet Content & Information
0.03%
of portfolio
Number of shares
11,075 sh
Holdings current value
$7.73M
Avg closing price
$560.10
-7.9%
Last action
Added
2025Q4
Current $515.94
55
W
WGSGENEDX HOLDINGS CORP
Healthcare·Diagnostics & Research
0.02%
of portfolio
Number of shares
68,169 sh
Holdings current value
$7.34M
Avg closing price
$92.31
-28.2%
Last action
Trimmed 10.9%
2025Q4
Current $66.24
56
V
VISTVISTA OIL & GAS SAB DE CVADR
Energy·Oil & Gas E&P
0.02%
of portfolio
Number of shares
210,976 sh
Holdings current value
$7.26M
Avg closing price
$35.29
+99.2%
Last action
Exited
2025Q4
Current $70.30
57
P
POWLPOWELL INDS INC
Industrials·Electrical Equipment & Parts
0.02%
of portfolio
Number of shares
23,357 sh
Holdings current value
$7.12M
Avg closing price
$210.45
+19.8%
Last action
Trimmed 11.4%
2025Q4
Current $252.18
58
I
IBNICICI BANK LIMITEDADR
Financial Services·Banks - Regional
0.02%
of portfolio
Number of shares
224,267 sh
Holdings current value
$6.78M
Avg closing price
$33.64
-16.6%
Last action
Trimmed 30.9%
2025Q4
Current $28.05
59
B
BWXTBWX TECHNOLOGIES INC
Industrials·Aerospace & Defense
0.02%
of portfolio
Number of shares
36,748 sh
Holdings current value
$6.78M
Avg closing price
$144.06
+56.5%
Last action
Trimmed 10.7%
2025Q4
Current $225.51
60
M
METCRAMACO RES INC
Basic Materials·Coking Coal
0.02%
of portfolio
Number of shares
182,332 sh
Holdings current value
$6.05M
Avg closing price
$26.35
-46.9%
Last action
Trimmed 34.0%
2025Q4
Current $13.98
61
V
VSECVSE CORP
Industrials·Aerospace & Defense
0.02%
of portfolio
Number of shares
34,420 sh
Holdings current value
$5.72M
Avg closing price
$130.98
+40.3%
Last action
Trimmed 0.1%
2025Q4
Current $183.77
62
V
VUGVANGUARD INDEX FDSETF
0.02%
of portfolio
Number of shares
11,625 sh
Holdings current value
$5.58M
Avg closing price
$457.40
-82.1%
Last action
Added
2025Q4
Current $82.04
63
G
G65163100JOBY AVIATION INC
0.02%
of portfolio
Number of shares
318,267 sh
Holdings current value
$5.14M
Avg closing price
$10.55
Last action
Trimmed 17.6%
2025Q4
Current —
64
I
IESCIES HLDGS INC
Industrials·Engineering & Construction
0.02%
of portfolio
Number of shares
12,144 sh
Holdings current value
$4.83M
Avg closing price
$296.23
+97.9%
Last action
Trimmed 9.0%
2025Q4
Current $586.17
65
Y
Y4600W108KAROOOOO LTD
0.02%
of portfolio
Number of shares
82,608 sh
Holdings current value
$4.72M
Avg closing price
$47.48
Last action
Trimmed 8.6%
2025Q4
Current —
66
M
MODMODINE MFG CO
Consumer Cyclical·Auto Parts
0.02%
of portfolio
Number of shares
32,523 sh
Holdings current value
$4.62M
Avg closing price
$116.16
+115.7%
Last action
Trimmed 35.9%
2025Q4
Current $250.57
67
A
ADPTADAPTIVE BIOTECHNOLOGIES COR
Healthcare·Biotechnology
0.01%
of portfolio
Number of shares
291,197 sh
Holdings current value
$4.36M
Avg closing price
$13.65
+1.2%
Last action
Added 13.5%
2025Q4
Current $13.82
68
A
ACWXISHARES TRETF
0.01%
of portfolio
Number of shares
61,612 sh
Holdings current value
$4.01M
Avg closing price
$63.88
+13.6%
Last action
Added
2025Q4
Current $72.56
69
C
CVNACARVANA CO
Consumer Cyclical·Auto & Truck Dealerships
0.01%
of portfolio
Number of shares
10,456 sh
Holdings current value
$3.94M
Avg closing price
$336.96
+19.6%
Last action
Trimmed 12.4%
2025Q4
Current $403.02
70
A
AAPLAPPLE INC
Technology·Consumer Electronics
0.01%
of portfolio
Number of shares
15,355 sh
Holdings current value
$3.91M
Avg closing price
$242.62
+12.7%
Last action
Trimmed 33.2%
2025Q4
Current $273.43
71
T
TSLATESLA INC
Consumer Cyclical·Auto Manufacturers
0.01%
of portfolio
Number of shares
8,590 sh
Holdings current value
$3.82M
Avg closing price
$345.29
+8.2%
Last action
Trimmed 4.7%
2025Q4
Current $373.72
72
S
SOFISOFI TECHNOLOGIES INC
Financial Services·Credit Services
0.01%
of portfolio
Number of shares
143,218 sh
Holdings current value
$3.78M
Avg closing price
$18.21
+0.6%
Last action
Trimmed 15.2%
2025Q4
Current $18.32
73
P
PRCHPORCH GROUP INC
Financial Services·Insurance - Property & Casualty
0.01%
of portfolio
Number of shares
217,423 sh
Holdings current value
$3.65M
Avg closing price
$13.68
-43.8%
Last action
Trimmed 43.0%
2025Q4
Current $7.69
74
A
AMPXAMPRIUS TECHNOLOGIES INC
Industrials·Electrical Equipment & Parts
0.01%
of portfolio
Number of shares
339,427 sh
Holdings current value
$3.57M
Avg closing price
$10.52
+106.6%
Last action
Trimmed 13.1%
2025Q4
Current $21.73
75
H
HCIHCI GROUP INC
Financial Services·Insurance - Property & Casualty
0.01%
of portfolio
Number of shares
18,168 sh
Holdings current value
$3.49M
Avg closing price
$161.38
-4.9%
Last action
Trimmed 0.2%
2025Q4
Current $153.52

Portfolio heatmap

Box size = % of portfolio · color = return since filing
ORCL
8.48% · -37.3%
MSFT
8.44% · -19.7%
AMZN
8.02% · +16.2%
SHOP
5.34% · -16.4%
MA
5.06% · -11.7%
V
4.81% · -9.5%
AVGO
4.80% · +27.3%
LLY
4.02% · +20.3%
NVDA
3.81% · +7.0%
GOOG
3.67% · +38.7%
ZTS
3.57% · -20.7%
NOW
3.36% · -90.8%
ABT
3.23% · -31.0%
MSCI
2.92% · +5.4%
AON PLC
2.88%
SBUX
2.44% · +17.7%
IDXX
2.34% · -12.2%
ADBE
2.13% · -32.3%
ACCENTURE PLC IRELAND
1.97%
NFLX
1.86% · -92.3%
PAYC
1.78% · -39.7%
BSX
1.77% · -32.7%
CSGP
1.75% · -55.7%
SNPS
1.67% · -7.4%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology38 pos$13.80B47.8%
  • Healthcare34 pos$4.69B16.2%
  • Financial Services18 pos$4.01B13.9%
  • Consumer Cyclical26 pos$3.87B13.4%
  • Communication Services12 pos$1.84B6.4%
  • Real Estate4 pos$541.5M1.9%
  • Industrials42 pos$90.7M0.3%
  • Basic Materials3 pos$10.7M0.0%
  • Energy3 pos$10.6M0.0%
  • Consumer Defensive8 pos$6.6M0.0%
  • Utilities4 pos$4.6M0.0%
(6.3% unclassified, excluded from %)