Quarter snapshot

Polen Capital Management

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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	Shares	Value
≡	SOPH	NEW	0.0%	21,738	$101,516
≡	GDYN	NEW	0.0%	19,383	$175,028
≡	Unmapped CUSIP	NEW	0.0%	42,095	$175,957
≡	OSCR	NEW	0.0%	13,755	$197,659
≡	PYPL	NEW	0.0%	3,487	$203,599
≡	Unmapped CUSIP	NEW	0.0%	64,298	$207,683
≡	ROIV	NEW	0.0%	9,662	$209,665
≡	PRLB	NEW	0.0%	4,148	$209,847
≡	CCO	NEW	0.0%	95,912	$211,966
≡	TEM	NEW	0.0%	3,756	$221,792
≡	SERV	NEW	0.0%	21,833	$226,627
≡	PTON	NEW	0.0%	36,795	$226,657
≡	U	NEW	0.0%	5,449	$240,682
≡	EOSE	NEW	0.0%	21,080	$241,577
≡	CPS	NEW	0.0%	7,635	$250,657
≡	LTH	NEW	0.0%	9,609	$255,407
≡	SYM	NEW	0.0%	4,298	$255,731
≡	PACB	NEW	0.0%	137,149	$256,469
≡	ASND	NEW	0.0%	1,211	$258,234
≡	Unmapped CUSIP	NEW	0.0%	3,420	$269,701
≡	SSYS	NEW	0.0%	32,493	$282,039
≡	AWI	NEW	0.0%	1,511	$288,752
≡	MLI	NEW	0.0%	2,720	$312,256
≡	NTRA	NEW	0.0%	1,376	$315,228
≡	TTAN	NEW	0.0%	2,975	$316,838
≡	Unmapped CUSIP	NEW	0.0%	77,032	$318,142
≡	WAL	NEW	0.0%	3,797	$319,214
≡	GAP	NEW	0.0%	12,860	$329,216
≡	Unmapped CUSIP	NEW	0.0%	2,743	$347,418
≡	WINA	NEW	0.0%	859	$347,843
≡	ADSK	NEW	0.0%	1,182	$349,785
≡	ABCL	NEW	0.0%	102,508	$350,577
≡	LYFT	NEW	0.0%	18,239	$353,289
≡	AXTI	NEW	0.0%	22,215	$363,215
≡	APPN	NEW	0.0%	10,366	$367,164
≡	OLMA	NEW	0.0%	15,206	$380,150
≡	AYI	NEW	0.0%	1,061	$382,002
≡	MEDP	NEW	0.0%	696	$390,908
≡	NAMS	NEW	0.0%	11,239	$394,264
≡	UNH	NEW	0.0%	1,197	$395,225
≡	Unmapped CUSIP	NEW	0.0%	49,368	$398,400
≡	GHM	NEW	0.0%	6,217	$399,318
≡	PSNL	NEW	0.0%	50,705	$403,612
≡	AVAV	NEW	0.0%	1,689	$408,552
≡	GRBK	NEW	0.0%	6,526	$408,919
≡	NMRK	NEW	0.0%	23,619	$409,553
≡	MESO	NEW	0.0%	23,005	$415,010
≡	Unmapped CUSIP	NEW	0.0%	50,258	$419,654
≡	OPFI	NEW	0.0%	40,472	$423,337
≡	ESPR	NEW	0.0%	116,292	$430,280
≡	TWLO	NEW	0.0%	3,056	$434,685
≡	Unmapped CUSIP	NEW	0.0%	42,768	$438,372
≡	SKYW	NEW	0.0%	4,380	$439,796
≡	SNDK	NEW	0.0%	1,860	$441,527
≡	DNLI	NEW	0.0%	26,900	$444,119
≡	MAMA	NEW	0.0%	32,989	$445,022
≡	HQY	NEW	0.0%	4,980	$456,218
≡	Unmapped CUSIP	NEW	0.0%	5,892	$458,692
≡	CELC	NEW	0.0%	4,660	$464,788
≡	KRMN	NEW	0.0%	6,455	$472,312
≡	NRG	NEW	0.0%	3,033	$482,975
≡	PRCH	NEW	0.0%	53,683	$490,126
≡	SGOV	NEW	0.0%	4,972	$499,089
≡	TLN	NEW	0.0%	1,349	$505,659
≡	ADP	NEW	0.0%	1,976	$508,394
≡	EMBJ	NEW	0.0%	7,924	$510,068
≡	FIGR	NEW	0.0%	12,803	$522,875
≡	Unmapped CUSIP	NEW	0.0%	12,567	$524,044
≡	CSIQ	NEW	0.0%	22,223	$528,241
≡	APEI	NEW	0.0%	14,117	$533,623
≡	FTAI	NEW	0.0%	2,748	$540,944
≡	VELO	NEW	0.0%	39,896	$548,171
≡	FIGS	NEW	0.0%	48,828	$554,686
≡	STRL	NEW	0.0%	1,952	$597,761
≡	AEHR	NEW	0.0%	30,111	$607,941
≡	SES	NEW	0.0%	338,156	$608,681
≡	Unmapped CUSIP	NEW	0.0%	9,584	$608,967
≡	FROG	NEW	0.0%	9,884	$617,355
≡	NUVL	NEW	0.0%	6,359	$639,652
≡	PBI	NEW	0.0%	60,710	$641,705
≡	GPGI	NEW	0.0%	33,395	$643,856
≡	IHRT	NEW	0.0%	155,516	$646,947
≡	ODD	NEW	0.0%	16,175	$649,912
≡	CW	NEW	0.0%	1,211	$667,588
≡	AMSC	NEW	0.0%	23,565	$678,201
≡	CRM	NEW	0.0%	2,581	$683,775
≡	CPF	NEW	0.0%	22,150	$690,194
≡	VCTR	NEW	0.0%	11,145	$703,138
≡	SWIM	NEW	0.0%	112,388	$713,664
≡	ASPI	NEW	0.0%	139,511	$746,384
≡	BW	NEW	0.0%	122,280	$775,255
≡	UPWK	NEW	0.0%	43,111	$854,460
≡	TSHA	NEW	0.0%	156,586	$861,223
≡	SMR	NEW	0.0%	64,615	$915,595
≡	TDUP	NEW	0.0%	145,615	$930,480
≡	KURA	NEW	0.0%	90,847	$943,900
≡	AX	NEW	0.0%	10,986	$946,554
≡	SRRK	NEW	0.0%	21,762	$958,616
≡	ASTE	NEW	0.0%	22,344	$967,942
≡	TIGO	NEW	0.0%	17,685	$980,456
≡	CEG	NEW	0.0%	2,812	$993,395
≡	XERS	NEW	0.0%	133,416	$1,047,316
≡	MIRM	NEW	0.0%	13,360	$1,055,306
≡	RKLB	NEW	0.0%	15,324	$1,069,002
≡	HHH	NEW	0.0%	13,980	$1,115,185
≡	CRDO	NEW	0.0%	7,915	$1,138,889
≡	Unmapped CUSIP	NEW	0.0%	25,259	$1,152,063
≡	ROAD	NEW	0.0%	10,615	$1,152,258
≡	GGAL	NEW	0.0%	21,373	$1,152,860
≡	KOD	NEW	0.0%	41,340	$1,155,866
≡	LQDA	NEW	0.0%	33,538	$1,156,726
≡	GRAL	NEW	0.0%	13,526	$1,157,690
≡	PLPC	NEW	0.0%	5,660	$1,169,979
≡	OPY	NEW	0.01%	16,343	$1,181,435
≡	ESQ	NEW	0.01%	11,709	$1,195,138
≡	ESTA	NEW	0.01%	17,475	$1,273,578
≡	SION	NEW	0.01%	31,258	$1,285,954
≡	ERO	NEW	0.01%	45,544	$1,288,440
≡	SEI	NEW	0.01%	28,597	$1,314,604
≡	TMDX	NEW	0.01%	10,828	$1,317,226
≡	PGY	NEW	0.01%	63,497	$1,327,087
≡	XMTR	NEW	0.01%	22,321	$1,327,430
≡	TMO	NEW	0.01%	2,307	$1,336,900
≡	CAAP	NEW	0.01%	51,919	$1,349,894
≡	O	NEW	0.01%	46,259	$1,377,593
≡	YOU	NEW	0.01%	39,325	$1,379,521
≡	KTOS	NEW	0.01%	19,697	$1,495,199
≡	METC	NEW	0.01%	88,507	$1,593,126
≡	FTI	NEW	0.01%	35,915	$1,600,372
≡	IRS	NEW	0.01%	102,911	$1,702,148
≡	RDVT	NEW	0.01%	30,328	$1,727,180
≡	PTGX	NEW	0.01%	20,349	$1,777,282
≡	BFLY	NEW	0.01%	472,971	$1,797,290
≡	MIR	NEW	0.01%	79,419	$1,859,993
≡	VTI	NEW	0.01%	5,677	$1,903,328
≡	CRS	NEW	0.01%	6,062	$1,908,560
≡	MOD	NEW	0.01%	14,309	$1,910,395
≡	GH	NEW	0.01%	19,667	$2,008,787
≡	ATEC	NEW	0.01%	95,761	$2,014,811
≡	AAPL	NEW	0.01%	7,724	$2,099,744
≡	BKD	NEW	0.01%	200,588	$2,164,345
≡	FSLR	NEW	0.01%	8,302	$2,168,731
≡	PL	NEW	0.01%	111,538	$2,199,529
≡	IT	NEW	0.01%	8,753	$2,208,301
≡	SPHR	NEW	0.01%	23,828	$2,265,566
≡	CATH	NEW	0.01%	27,566	$2,266,661
≡	AMPX	NEW	0.01%	288,290	$2,274,608
≡	LASR	NEW	0.01%	61,624	$2,311,516
≡	WDAY	NEW	0.01%	10,782	$2,315,815
≡	AFRM	NEW	0.01%	32,969	$2,453,883
≡	IE	NEW	0.01%	157,882	$2,522,954
≡	CCJ	NEW	0.01%	28,174	$2,577,639
≡	Unmapped CUSIP	NEW	0.01%	15,086	$2,608,520
≡	DAVE	NEW	0.01%	11,805	$2,613,745
≡	IRMD	NEW	0.01%	26,891	$2,615,956
≡	W	NEW	0.01%	26,857	$2,696,711
≡	REAL	NEW	0.01%	175,088	$2,762,889
≡	ATRO	NEW	0.01%	53,691	$2,912,200
≡	BBIO	NEW	0.01%	38,241	$2,925,054
≡	SOFI	NEW	0.01%	117,450	$3,074,841
≡	JOBY	NEW	0.01%	250,067	$3,300,884
≡	Unmapped CUSIP	NEW	0.01%	74,821	$3,404,356
≡	HCI	NEW	0.01%	18,126	$3,474,573
≡	PDD	NEW	0.02%	31,329	$3,552,395
≡	TSLA	NEW	0.02%	8,171	$3,674,662
≡	IBN	NEW	0.02%	123,872	$3,691,396
≡	CVNA	NEW	0.02%	8,974	$3,787,207
≡	BELFB	NEW	0.02%	22,522	$3,820,407
≡	CECO	NEW	0.02%	69,775	$4,176,034
≡	IESC	NEW	0.02%	10,941	$4,256,268
≡	RHLD	NEW	0.02%	20,915	$4,317,483
≡	MMYT	NEW	0.02%	53,658	$4,406,429
≡	SPY	NEW	0.02%	6,717	$4,580,746
≡	VT	NEW	0.02%	33,592	$4,738,429
≡	ADPT	NEW	0.02%	325,767	$5,290,456
≡	SE	NEW	0.02%	42,710	$5,448,541
≡	BWXT	NEW	0.02%	32,328	$5,587,572
≡	GLOB	NEW	0.03%	90,462	$5,913,474
≡	VSEC	NEW	0.03%	34,390	$5,941,560
≡	POWL	NEW	0.03%	20,341	$6,484,304
≡	BE	NEW	0.03%	75,434	$6,554,460
≡	DLO	NEW	0.03%	466,809	$6,600,679
≡	TME	NEW	0.03%	412,467	$7,230,547
≡	WGS	NEW	0.03%	59,861	$7,785,522
≡	AGX	NEW	0.03%	24,886	$7,797,282
≡	MDT	NEW	0.03%	84,500	$8,117,020
≡	ACWX	NEW	0.04%	126,761	$8,509,462
≡	WTW	NEW	0.04%	27,425	$9,011,880
≡	ONON	NEW	0.04%	194,483	$9,039,553
≡	IVV	NEW	0.04%	13,669	$9,362,445
≡	GOOG	NEW	0.04%	30,864	$9,660,396
≡	MNDY	NEW	0.05%	79,332	$11,706,290
≡	ASML	NEW	0.05%	11,195	$11,977,312
≡	HDB	NEW	0.06%	367,007	$13,410,415
≡	VUG	NEW	0.07%	33,124	$16,159,762
≡	NFLX	NEW	0.07%	173,797	$16,295,175
≡	ICLR	NEW	0.08%	105,206	$19,170,588
≡	NU	NEW	0.08%	1,157,836	$19,382,182
≡	SPOT	NEW	0.18%	71,658	$41,612,380
≡	SAP	NEW	0.24%	233,332	$56,678,735
≡	TSM	NEW	0.26%	200,593	$60,958,295
≡	ACWI	NEW	0.37%	610,133	$86,327,787
≡	MELI	NEW	0.41%	47,920	$96,523,261
≡	UBER	NEW	1.24%	3,565,793	$291,360,965
≡	PAYC	NEW	1.25%	1,835,028	$292,430,057
≡	CSGP	NEW	1.4%	4,890,936	$328,866,546
≡	INTU	NEW	1.45%	512,656	$339,593,775
≡	IWF	NEW	1.57%	776,086	$367,321,352
≡	BSX	NEW	1.64%	4,019,552	$383,264,286
≡	SNPS	NEW	1.69%	844,881	$396,857,503
≡	ABNB	NEW	1.76%	3,030,730	$411,330,740
≡	ADBE	NEW	2.01%	1,345,588	$470,942,284
≡	ISRG	NEW	2.04%	842,618	$477,224,970
≡	ABT	NEW	2.12%	3,962,230	$496,427,772
≡	ACN	NEW	2.16%	1,882,707	$505,130,377
≡	SBUX	NEW	2.44%	6,785,308	$571,390,749
≡	IDXX	NEW	2.78%	960,537	$649,831,919
≡	AON	NEW	2.78%	1,846,294	$651,520,305
≡	ZTS	NEW	2.99%	5,562,669	$699,894,961
≡	MSCI	NEW	3.26%	1,331,085	$763,683,617
≡	NOW	NEW	3.72%	5,680,788	$870,239,781
≡	NVDA	NEW	4.24%	5,328,112	$993,692,985
≡	SHOP	NEW	4.95%	7,201,872	$1,159,285,211
≡	V	NEW	5.06%	3,375,342	$1,183,766,189
≡	MA	NEW	5.2%	2,131,727	$1,216,959,930
≡	AVGO	NEW	5.22%	3,531,637	$1,222,299,638
≡	GOOGL	NEW	5.38%	4,018,121	$1,260,886,646
≡	LLY	NEW	5.72%	1,246,090	$1,339,147,991
≡	ORCL	NEW	5.98%	7,185,496	$1,400,525,092
≡	MSFT	NEW	8.08%	3,909,985	$1,890,947,237
≡	AMZN	NEW	8.53%	8,653,721	$1,997,451,824