Quarter snapshot
Polen Capital Management
- Quarter
- Q4 2025
- Filed
- 2026-02-12
- Portfolio value
- $23,415,743,562
- Positions
- 231
- Sources
- 13F on EDGAR
Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.
| history | Ticker | Change | % of portfolio |
|---|---|---|---|
| ≡ | SOPH | No prior filing | 0.0% |
| ≡ | GDYN | No prior filing | 0.0% |
| ≡ | PGEN | No prior filing | 0.0% |
| ≡ | OSCR | No prior filing | 0.0% |
| ≡ | PYPL | No prior filing | 0.0% |
| ≡ | RR | No prior filing | 0.0% |
| ≡ | ROIV | No prior filing | 0.0% |
| ≡ | PRLB | No prior filing | 0.0% |
| ≡ | CCO | No prior filing | 0.0% |
| ≡ | TEM | No prior filing | 0.0% |
| ≡ | SERV | No prior filing | 0.0% |
| ≡ | PTON | No prior filing | 0.0% |
| ≡ | U | No prior filing | 0.0% |
| ≡ | EOSE | No prior filing | 0.0% |
| ≡ | CPS | No prior filing | 0.0% |
| ≡ | LTH | No prior filing | 0.0% |
| ≡ | SYM | No prior filing | 0.0% |
| ≡ | PACB | No prior filing | 0.0% |
| ≡ | ASND | No prior filing | 0.0% |
| ≡ | ULS | No prior filing | 0.0% |
| ≡ | SSYS | No prior filing | 0.0% |
| ≡ | AWI | No prior filing | 0.0% |
| ≡ | MLI | No prior filing | 0.0% |
| ≡ | NTRA | No prior filing | 0.0% |
| ≡ | TTAN | No prior filing | 0.0% |
| ≡ | HLLY | No prior filing | 0.0% |
| ≡ | WAL | No prior filing | 0.0% |
| ≡ | GAP | No prior filing | 0.0% |
| ≡ | IOO | No prior filing | 0.0% |
| ≡ | WINA | No prior filing | 0.0% |
| ≡ | ADSK | No prior filing | 0.0% |
| ≡ | ABCL | No prior filing | 0.0% |
| ≡ | LYFT | No prior filing | 0.0% |
| ≡ | AXTI | No prior filing | 0.0% |
| ≡ | APPN | No prior filing | 0.0% |
| ≡ | OLMA | No prior filing | 0.0% |
| ≡ | AYI | No prior filing | 0.0% |
| ≡ | MEDP | No prior filing | 0.0% |
| ≡ | NAMS | No prior filing | 0.0% |
| ≡ | UNH | No prior filing | 0.0% |
| ≡ | ADT | No prior filing | 0.0% |
| ≡ | GHM | No prior filing | 0.0% |
| ≡ | PSNL | No prior filing | 0.0% |
| ≡ | AVAV | No prior filing | 0.0% |
| ≡ | GRBK | No prior filing | 0.0% |
| ≡ | NMRK | No prior filing | 0.0% |
| ≡ | MESO | No prior filing | 0.0% |
| ≡ | LUXE | No prior filing | 0.0% |
| ≡ | OPFI | No prior filing | 0.0% |
| ≡ | ESPR | No prior filing | 0.0% |
| ≡ | TWLO | No prior filing | 0.0% |
| ≡ | ZGN | No prior filing | 0.0% |
| ≡ | SKYW | No prior filing | 0.0% |
| ≡ | SNDK | No prior filing | 0.0% |
| ≡ | DNLI | No prior filing | 0.0% |
| ≡ | MAMA | No prior filing | 0.0% |
| ≡ | HQY | No prior filing | 0.0% |
| ≡ | LMB | No prior filing | 0.0% |
| ≡ | CELC | No prior filing | 0.0% |
| ≡ | KRMN | No prior filing | 0.0% |
| ≡ | NRG | No prior filing | 0.0% |
| ≡ | PRCH | No prior filing | 0.0% |
| ≡ | SGOV | No prior filing | 0.0% |
| ≡ | TLN | No prior filing | 0.0% |
| ≡ | ADP | No prior filing | 0.0% |
| ≡ | EMBJ | No prior filing | 0.0% |
| ≡ | FIGR | No prior filing | 0.0% |
| ≡ | NSSC | No prior filing | 0.0% |
| ≡ | CSIQ | No prior filing | 0.0% |
| ≡ | APEI | No prior filing | 0.0% |
| ≡ | FTAI | No prior filing | 0.0% |
| ≡ | VELO | No prior filing | 0.0% |
| ≡ | FIGS | No prior filing | 0.0% |
| ≡ | STRL | No prior filing | 0.0% |
| ≡ | AEHR | No prior filing | 0.0% |
| ≡ | SES | No prior filing | 0.0% |
| ≡ | CYTK | No prior filing | 0.0% |
| ≡ | FROG | No prior filing | 0.0% |
| ≡ | NUVL | No prior filing | 0.0% |
| ≡ | PBI | No prior filing | 0.0% |
| ≡ | GPGI | No prior filing | 0.0% |
| ≡ | IHRT | No prior filing | 0.0% |
| ≡ | ODD | No prior filing | 0.0% |
| ≡ | CW | No prior filing | 0.0% |
| ≡ | AMSC | No prior filing | 0.0% |
| ≡ | CRM | No prior filing | 0.0% |
| ≡ | CPF | No prior filing | 0.0% |
| ≡ | VCTR | No prior filing | 0.0% |
| ≡ | SWIM | No prior filing | 0.0% |
| ≡ | ASPI | No prior filing | 0.0% |
| ≡ | BW | No prior filing | 0.0% |
| ≡ | UPWK | No prior filing | 0.0% |
| ≡ | TSHA | No prior filing | 0.0% |
| ≡ | SMR | No prior filing | 0.0% |
| ≡ | TDUP | No prior filing | 0.0% |
| ≡ | KURA | No prior filing | 0.0% |
| ≡ | AX | No prior filing | 0.0% |
| ≡ | SRRK | No prior filing | 0.0% |
| ≡ | ASTE | No prior filing | 0.0% |
| ≡ | TIGO | No prior filing | 0.0% |