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 |
|---|---|---|---|
| ≡ | CEG | No prior filing | 0.0% |
| ≡ | XERS | No prior filing | 0.0% |
| ≡ | MIRM | No prior filing | 0.0% |
| ≡ | RKLB | No prior filing | 0.0% |
| ≡ | HHH | No prior filing | 0.0% |
| ≡ | CRDO | No prior filing | 0.0% |
| ≡ | AORT | No prior filing | 0.0% |
| ≡ | ROAD | No prior filing | 0.0% |
| ≡ | GGAL | No prior filing | 0.0% |
| ≡ | KOD | No prior filing | 0.0% |
| ≡ | LQDA | No prior filing | 0.0% |
| ≡ | GRAL | No prior filing | 0.0% |
| ≡ | PLPC | No prior filing | 0.0% |
| ≡ | OPY | No prior filing | 0.01% |
| ≡ | ESQ | No prior filing | 0.01% |
| ≡ | ESTA | No prior filing | 0.01% |
| ≡ | SION | No prior filing | 0.01% |
| ≡ | ERO | No prior filing | 0.01% |
| ≡ | SEI | No prior filing | 0.01% |
| ≡ | TMDX | No prior filing | 0.01% |
| ≡ | PGY | No prior filing | 0.01% |
| ≡ | XMTR | No prior filing | 0.01% |
| ≡ | TMO | No prior filing | 0.01% |
| ≡ | CAAP | No prior filing | 0.01% |
| ≡ | OPLN | No prior filing | 0.01% |
| ≡ | YOU | No prior filing | 0.01% |
| ≡ | KTOS | No prior filing | 0.01% |
| ≡ | METC | No prior filing | 0.01% |
| ≡ | FTI | No prior filing | 0.01% |
| ≡ | IRS | No prior filing | 0.01% |
| ≡ | RDVT | No prior filing | 0.01% |
| ≡ | PTGX | No prior filing | 0.01% |
| ≡ | BFLY | No prior filing | 0.01% |
| ≡ | MIR | No prior filing | 0.01% |
| ≡ | VTI | No prior filing | 0.01% |
| ≡ | CRS | No prior filing | 0.01% |
| ≡ | MOD | No prior filing | 0.01% |
| ≡ | GH | No prior filing | 0.01% |
| ≡ | ATEC | No prior filing | 0.01% |
| ≡ | AAPL | No prior filing | 0.01% |
| ≡ | BKD | No prior filing | 0.01% |
| ≡ | FSLR | No prior filing | 0.01% |
| ≡ | PL | No prior filing | 0.01% |
| ≡ | IT | No prior filing | 0.01% |
| ≡ | SPHR | No prior filing | 0.01% |
| ≡ | CATH | No prior filing | 0.01% |
| ≡ | AMPX | No prior filing | 0.01% |
| ≡ | LASR | No prior filing | 0.01% |
| ≡ | WDAY | No prior filing | 0.01% |
| ≡ | AFRM | No prior filing | 0.01% |
| ≡ | IE | No prior filing | 0.01% |
| ≡ | CCJ | No prior filing | 0.01% |
| ≡ | HURN | No prior filing | 0.01% |
| ≡ | DAVE | No prior filing | 0.01% |
| ≡ | IRMD | No prior filing | 0.01% |
| ≡ | W | No prior filing | 0.01% |
| ≡ | REAL | No prior filing | 0.01% |
| ≡ | ATRO | No prior filing | 0.01% |
| ≡ | BBIO | No prior filing | 0.01% |
| ≡ | SOFI | No prior filing | 0.01% |
| ≡ | JOBY | No prior filing | 0.01% |
| ≡ | KARO | No prior filing | 0.01% |
| ≡ | HCI | No prior filing | 0.01% |
| ≡ | PDD | No prior filing | 0.02% |
| ≡ | TSLA | No prior filing | 0.02% |
| ≡ | IBN | No prior filing | 0.02% |
| ≡ | CVNA | No prior filing | 0.02% |
| ≡ | BELFB | No prior filing | 0.02% |
| ≡ | CECO | No prior filing | 0.02% |
| ≡ | IESC | No prior filing | 0.02% |
| ≡ | RHLD | No prior filing | 0.02% |
| ≡ | MMYT | No prior filing | 0.02% |
| ≡ | SPY | No prior filing | 0.02% |
| ≡ | VT | No prior filing | 0.02% |
| ≡ | ADPT | No prior filing | 0.02% |
| ≡ | SE | No prior filing | 0.02% |
| ≡ | BWXT | No prior filing | 0.02% |
| ≡ | GLOB | No prior filing | 0.03% |
| ≡ | VSEC | No prior filing | 0.03% |
| ≡ | POWL | No prior filing | 0.03% |
| ≡ | BE | No prior filing | 0.03% |
| ≡ | DLO | No prior filing | 0.03% |
| ≡ | TME | No prior filing | 0.03% |
| ≡ | WGS | No prior filing | 0.03% |
| ≡ | AGX | No prior filing | 0.03% |
| ≡ | MDT | No prior filing | 0.03% |
| ≡ | ACWX | No prior filing | 0.04% |
| ≡ | WTW | No prior filing | 0.04% |
| ≡ | ONON | No prior filing | 0.04% |
| ≡ | IVV | No prior filing | 0.04% |
| ≡ | GOOG | No prior filing | 0.04% |
| ≡ | MNDY | No prior filing | 0.05% |
| ≡ | ASML | No prior filing | 0.05% |
| ≡ | HDB | No prior filing | 0.06% |
| ≡ | VUG | No prior filing | 0.07% |
| ≡ | NFLX | No prior filing | 0.07% |
| ≡ | ICLR | No prior filing | 0.08% |
| ≡ | NU | No prior filing | 0.08% |
| ≡ | SPOT | No prior filing | 0.18% |
| ≡ | SAP | No prior filing | 0.24% |