Polen Capital Management LLC
| Period: | Q4 2025 |
| Portfolio date: | Dec 31, 2025 |
| No. of stocks: | 231 |
| Portfolio value: | $23.4B |
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| AMZN · Amazon Com Inc. | 8.53 | Reduce 23.05% | 8,653,721 | $230.82 | $1,997,451,824 | $272.68 | +18.14% | $196.00 | $278.56 |
| MSFT · Microsoft Corp. | 8.07 | Reduce 22.11% | 3,909,985 | $483.62 | $1,890,947,237 | $415.06 | -14.18% | $356.28 | $555.45 |
| ORCL · Oracle Corp. | 5.98 | Reduce 22.64% | 7,185,496 | $194.91 | $1,400,525,092 | $195.95 | +0.53% | $134.57 | $345.72 |
| LLY · Eli Lilly & Co. | 5.72 | Reduce 23.22% | 1,246,090 | $1074.68 | $1,339,147,991 | $948.45 | -11.75% | $623.78 | $1133.95 |
| GOOG · Alphabet Inc. | 5.38 | Reduce 13.41% | 4,018,121 | $313.80 | $1,260,886,646 | $400.71 | +27.70% | $156.16 | $402.00 |
| AVGO · Broadcom Inc. | 5.22 | Reduce 21.27% | 3,531,637 | $346.10 | $1,222,299,638 | $430.00 | +24.24% | $215.88 | $437.68 |
| MA · Mastercard Inc. | 5.20 | Reduce 22.24% | 2,131,727 | $570.88 | $1,216,959,930 | $495.48 | -13.21% | $480.50 | $601.77 |
| V · Visa, Inc. | 5.05 | Reduce 22.23% | 3,375,342 | $350.71 | $1,183,766,189 | $318.79 | -9.10% | $293.89 | $375.51 |
| SHOP · Shopify Inc. | 4.95 | Reduce 34.89% | 7,201,872 | $160.97 | $1,159,285,211 | $110.50 | -31.35% | $99.01 | $182.19 |
| NVDA · Nvidia Corp. | 4.24 | Reduce 15.39% | 5,328,112 | $186.50 | $993,692,985 | $215.22 | +15.40% | $120.28 | $217.80 |
| NOW · Servicenow Inc. | 3.72 | Add 405.37% | 5,680,788 | $153.19 | $870,239,781 | $91.18 | -40.48% | $81.24 | $211.48 |
| MSCI · Msci Inc. | 3.26 | Reduce 15.96% | 1,331,085 | $573.73 | $763,683,617 | $585.42 | +2.04% | $501.08 | $626.28 |
| ZTS · Zoetis Inc. | 2.99 | Reduce 26.00% | 5,562,669 | $125.82 | $699,894,961 | $82.83 | -34.17% | $81.10 | $172.23 |
| AON · Aon Plc | 2.78 | Reduce 25.86% | 1,846,294 | $352.88 | $651,520,305 | $312.79 | -11.36% | $304.59 | $381.00 |
| IDXX · Idexx Labs Inc. | 2.77 | Reduce 14.78% | 960,537 | $676.53 | $649,831,919 | $560.11 | -17.21% | $496.61 | $769.98 |
| SBUX · Starbucks Corp. | 2.44 | Reduce 23.60% | 6,785,308 | $84.21 | $571,390,749 | $104.93 | +24.61% | $77.99 | $107.55 |
| G1151C101 · Accenture Plc Ireland | 2.16 | Reduce 23.52% | 1,882,707 | $268.30 | $505,130,377 | — | — | — | — |
| ABT · Abbott Labs | 2.12 | Reduce 46.61% | 3,962,230 | $125.29 | $496,427,772 | $84.32 | -32.70% | $84.08 | $139.06 |
| ISRG · Intuitive Surgical Inc. | 2.04 | New | 842,618 | $566.36 | $477,224,970 | $450.06 | -20.53% | $427.84 | $603.88 |
| ADBE · Adobe Inc. | 2.01 | Reduce 27.55% | 1,345,588 | $349.99 | $470,942,284 | $253.04 | -27.70% | $224.13 | $422.95 |
| ABNB · Airbnb Inc. | 1.76 | Reduce 23.75% | 3,030,730 | $135.72 | $411,330,740 | $141.49 | +4.25% | $110.81 | $147.25 |
| SNPS · Synopsys Inc. | 1.69 | Reduce 19.13% | 844,881 | $469.72 | $396,857,503 | $516.48 | +9.95% | $376.18 | $651.73 |
| BSX · Boston Scientific Corp. | 1.64 | Reduce 28.20% | 4,019,552 | $95.35 | $383,264,286 | $53.93 | -43.44% | $53.63 | $109.50 |
| 464287614 · Ishares Tr | 1.57 | Add 240.61% | 776,086 | $473.30 | $367,321,352 | — | — | — | — |
| INTU · Intuit | 1.45 | Reduce 22.53% | 512,656 | $662.42 | $339,593,775 | $396.31 | -40.17% | $342.11 | $813.70 |
| CSGP · Costar Group Inc. | 1.40 | Reduce 23.35% | 4,890,936 | $67.24 | $328,866,546 | $32.77 | -51.26% | $32.71 | $97.43 |
| PAYC · Paycom Software Inc. | 1.25 | Reduce 30.40% | 1,835,028 | $159.36 | $292,430,057 | $136.87 | -14.11% | $104.90 | $267.76 |
| UBER · Uber Technologies Inc. | 1.24 | Reduce 21.99% | 3,565,793 | $81.71 | $291,360,965 | $75.45 | -7.66% | $68.46 | $101.99 |
| MELI · Mercadolibre Inc. | 0.41 | Reduce 3.22% | 47,920 | $2014.26 | $96,523,261 | $1632.52 | -18.95% | $1593.21 | $2645.22 |
| 464288257 · Ishares Tr | 0.37 | Add 220.37% | 610,133 | $141.49 | $86,327,787 | — | — | — | — |
| TSM · Taiwan Semiconductor Mfg Ltd. | 0.26 | Add 13.29% | 200,593 | $303.89 | $60,958,295 | $411.68 | +35.47% | $184.61 | $420.00 |
| SAP · Sap Se | 0.24 | Reduce 32.36% | 233,332 | $242.91 | $56,678,735 | $173.70 | -28.49% | $160.66 | $313.28 |
| SPOT · Spotify Technology S A | 0.18 | Add 547.02% | 71,658 | $580.71 | $41,612,380 | $417.83 | -28.05% | $405.00 | $785.00 |
| NU · Nu Hldgs Ltd. | 0.08 | Reduce 24.87% | 1,157,836 | $16.74 | $19,382,182 | $13.80 | -17.56% | $11.71 | $18.98 |
| ICLR · Icon Plc | 0.08 | Reduce 76.28% | 105,206 | $182.22 | $19,170,588 | $124.49 | -31.68% | $66.57 | $211.00 |
| NFLX · Netflix Inc. | 0.07 | Reduce 63.71% | 173,797 | $93.76 | $16,295,175 | $87.48 | -6.70% | $75.01 | $134.12 |
| 922908736 · Vanguard Index Fds | 0.07 | Add 184.94% | 33,124 | $487.86 | $16,159,762 | — | — | — | — |
| HDB · Hdfc Bank Ltd. | 0.06 | Reduce 38.15% | 367,007 | $36.54 | $13,410,415 | $25.02 | -31.53% | $23.91 | $39.80 |
| ASML · Asml Holding N.V. | 0.05 | Reduce 43.45% | 11,195 | $1069.88 | $11,977,312 | $1592.02 | +48.80% | $683.48 | $1595.31 |
| MNDY · Monday Com Ltd. | 0.05 | Reduce 36.94% | 79,332 | $147.56 | $11,706,290 | $72.07 | -51.16% | $57.50 | $316.98 |
| GOOGL · Alphabet Inc. | 0.04 | Reduce 93.48% | 30,864 | $313.00 | $9,660,396 | $400.71 | +28.02% | $156.16 | $402.00 |
| 464287200 · Ishares Tr | 0.04 | New | 13,669 | $684.94 | $9,362,445 | — | — | — | — |
| H5919C104 · On Hldg Ag | 0.04 | Reduce 24.73% | 194,483 | $46.48 | $9,039,553 | — | — | — | — |
| WTW · Willis Towers Watson Plc Ltd. | 0.04 | Reduce 87.52% | 27,425 | $328.60 | $9,011,880 | $256.36 | -21.98% | $246.61 | $352.79 |
| 464288240 · Ishares Tr | 0.04 | Add 105.74% | 126,761 | $67.13 | $8,509,462 | — | — | — | — |
| BE · Bloom Energy Corp. | 0.04 | Reduce 26.15% | 97,034 | $86.89 | $8,431,284 | $261.03 | +200.41% | $17.01 | $302.99 |
| MDT · Medtronic Plc | 0.03 | Reduce 32.38% | 84,500 | $96.06 | $8,117,020 | $76.15 | -20.73% | $75.91 | $106.33 |
| AGX · Argan Inc. | 0.03 | Reduce 33.70% | 24,886 | $313.32 | $7,797,282 | $680.26 | +117.11% | $169.79 | $742.30 |
| WGS · Genedx Holdings Corp. | 0.03 | Reduce 12.19% | 59,861 | $130.06 | $7,785,522 | $40.77 | -68.65% | $32.21 | $170.87 |
| BWXT · Bwx Technologies Inc. | 0.03 | Add 21.99% | 44,828 | $172.84 | $7,748,072 | $205.33 | +18.80% | $105.07 | $241.82 |
| TME · Tencent Music Entmt Group | 0.03 | Reduce 26.53% | 412,467 | $17.53 | $7,230,547 | $9.24 | -47.29% | $8.78 | $26.70 |
| DLO · Dlocal Ltd. | 0.03 | Reduce 33.25% | 466,809 | $14.14 | $6,600,679 | $13.70 | -3.11% | $9.21 | $16.78 |
| POWL · Powell Inds Inc. | 0.03 | Reduce 12.91% | 20,341 | $318.78 | $6,484,304 | $309.39 | -2.95% | $54.75 | $325.94 |
| VSEC · Vse Corp. | 0.03 | Reduce 0.09% | 34,390 | $172.77 | $5,941,560 | $193.05 | +11.74% | $123.69 | $232.61 |
| GLOB · Globant S A | 0.03 | Reduce 33.04% | 90,462 | $65.37 | $5,913,474 | $39.23 | -39.99% | $38.49 | $142.25 |
| SE · Sea Ltd. | 0.02 | Reduce 39.19% | 42,710 | $127.57 | $5,448,541 | $86.73 | -32.01% | $77.05 | $199.30 |
| ADPT · Adaptive Biotechnologies Cor | 0.02 | Add 11.87% | 325,767 | $16.24 | $5,290,456 | $13.81 | -14.96% | $8.50 | $20.76 |
| 922042742 · Vanguard Intl Equity Index F | 0.02 | Add 632.49% | 33,592 | $141.06 | $4,738,429 | — | — | — | — |
| 78462F103 · Spdr S&P 500 Etf Tr | 0.02 | Add 167.93% | 6,717 | $681.96 | $4,580,746 | — | — | — | — |
| V5633W109 · Makemytrip Limited Mauritius | 0.02 | Reduce 38.53% | 53,658 | $82.12 | $4,406,429 | — | — | — | — |
| RHLD · Resolute Hldgs Mgmt Inc. | 0.02 | 20,915 | $206.43 | $4,317,483 | $110.94 | -46.26% | $27.34 | $236.19 | |
| IESC · Ies Hldgs Inc. | 0.02 | Reduce 9.91% | 10,941 | $389.02 | $4,256,268 | $666.70 | +71.38% | $235.99 | $688.51 |
| CECO · Ceco Environmental Corp. | 0.02 | Add 15.86% | 69,775 | $59.85 | $4,176,034 | $81.78 | +36.64% | $25.18 | $90.25 |
| SOFI · Sofi Technologies Inc. | 0.02 | Add 11.19% | 159,250 | $26.18 | $4,169,165 | $15.75 | -39.84% | $12.74 | $32.73 |
| BELFA · Bel Fuse Inc. | 0.02 | Add 15.27% | 22,522 | $169.63 | $3,820,407 | $265.37 | +56.44% | $62.78 | $272.70 |
| CVNA · Carvana Co. | 0.02 | Reduce 14.17% | 8,974 | $422.02 | $3,787,207 | $77.94 | -81.53% | $53.44 | $97.38 |
| IBN · Icici Bank Limited | 0.02 | Reduce 44.77% | 123,872 | $29.80 | $3,691,396 | $26.49 | -11.11% | $25.08 | $34.57 |
| TSLA · Tesla Inc. | 0.02 | Reduce 4.88% | 8,171 | $449.72 | $3,674,662 | $428.35 | -4.75% | $273.21 | $498.83 |
| PDD · Pdd Holdings Inc. | 0.02 | Reduce 50.49% | 31,329 | $113.39 | $3,552,395 | $98.78 | -12.88% | $95.24 | $139.41 |
| HCI · Hci Group Inc. | 0.01 | Reduce 0.23% | 18,126 | $191.69 | $3,474,573 | $152.24 | -20.58% | $136.37 | $210.50 |
| KARO · Karooooo Ltd. | 0.01 | Reduce 9.43% | 74,821 | $45.50 | $3,404,356 | $50.20 | +10.33% | $41.25 | $63.36 |
| JOBY · Joby Aviation Inc. | 0.01 | Reduce 21.43% | 250,067 | $13.20 | $3,300,884 | $10.87 | -17.65% | $6.42 | $20.95 |
| BBIO · Bridgebio Pharma Inc. | 0.01 | Add 5.74% | 38,241 | $76.49 | $2,925,054 | $67.39 | -11.90% | $31.77 | $84.94 |
| ATRO · Astronics Corp. | 0.01 | Reduce 0.56% | 53,691 | $54.24 | $2,912,200 | $75.08 | +38.42% | $27.27 | $83.96 |
| 88339P101 · The Realreal Inc. | 0.01 | Add 142.88% | 175,088 | $15.78 | $2,762,889 | — | — | — | — |
| W · Wayfair Inc. | 0.01 | Reduce 10.06% | 26,857 | $100.41 | $2,696,711 | $66.26 | -34.01% | $34.46 | $119.98 |
| IRMD · Iradimed Corp. | 0.01 | Reduce 5.51% | 26,891 | $97.28 | $2,615,956 | $86.28 | -11.30% | $50.88 | $107.90 |
| DAVE · Dave Inc. | 0.01 | Reduce 5.02% | 11,805 | $221.41 | $2,613,745 | $256.33 | +15.77% | $152.21 | $287.69 |
| HURN · Huron Consulting Group Inc. | 0.01 | Add 46.49% | 15,086 | $172.91 | $2,608,520 | $119.97 | -30.62% | $112.45 | $186.78 |
| CCJ · Cameco Corp. | 0.01 | Reduce 27.05% | 28,174 | $91.49 | $2,577,639 | $116.75 | +27.61% | $50.03 | $135.24 |
| IE · Ivanhoe Electric Inc. | 0.01 | Reduce 16.14% | 157,882 | $15.98 | $2,522,954 | $13.90 | -13.02% | $6.53 | $21.55 |
| AFRM · Affirm Hldgs Inc. | 0.01 | Reduce 0.38% | 32,969 | $74.43 | $2,453,883 | $64.01 | -14.00% | $42.09 | $100.00 |
| WDAY · Workday Inc. | 0.01 | Reduce 99.42% | 10,782 | $214.79 | $2,315,815 | $127.83 | -40.48% | $110.36 | $276.00 |
| LASR · Nlight Inc. | 0.01 | Add 18.92% | 61,624 | $37.51 | $2,311,516 | $73.91 | +97.04% | $12.08 | $86.95 |
| AMPX · Amprius Technologies Inc. | 0.01 | Reduce 15.07% | 288,290 | $7.89 | $2,274,608 | $16.70 | +111.66% | $2.34 | $22.80 |
| 37954Y889 · Global X Fds | 0.01 | Reduce 10.69% | 27,566 | $82.23 | $2,266,661 | — | — | — | — |
| SPHR · Sphere Entertainment Co. | 0.01 | New | 23,828 | $95.08 | $2,265,566 | $133.33 | +40.23% | $34.67 | $149.00 |
| IT · Gartner Inc. | 0.01 | Reduce 5.72% | 8,753 | $252.29 | $2,208,301 | $158.65 | -37.12% | $139.18 | $451.73 |
| PL · Planet Labs Pbc | 0.01 | New | 111,538 | $19.72 | $2,199,529 | $39.04 | +97.97% | $3.47 | $41.71 |
| FSLR · First Solar Inc. | 0.01 | Reduce 25.97% | 8,302 | $261.23 | $2,168,731 | $219.95 | -15.80% | $135.50 | $285.99 |
| BKD · Brookdale Sr Living Inc. | 0.01 | Add 20.22% | 200,588 | $10.79 | $2,164,345 | $12.98 | +20.30% | $6.26 | $17.09 |
| AAPL · Apple Inc. | 0.01 | Reduce 49.70% | 7,724 | $271.85 | $2,099,744 | $293.26 | +7.88% | $193.46 | $294.76 |
| ATEC · Alphatec Hldgs Inc. | 0.01 | Add 85.22% | 95,761 | $21.04 | $2,014,811 | $7.52 | -64.26% | $6.85 | $23.29 |
| GH · Guardant Health Inc. | 0.01 | Add 13.87% | 19,667 | $102.14 | $2,008,787 | $95.70 | -6.31% | $36.36 | $120.74 |
| MOD · Modine Mfg Co. | 0.01 | Reduce 56.00% | 14,309 | $133.51 | $1,910,395 | $273.00 | +104.48% | $86.48 | $287.30 |
| CRS · Carpenter Technology Corp. | 0.01 | Reduce 0.41% | 6,062 | $314.84 | $1,908,560 | $427.85 | +35.89% | $212.68 | $475.69 |
| 922908769 · Vanguard Index Fds | 0.01 | New | 5,677 | $335.27 | $1,903,328 | — | — | — | — |
| MIR · Mirion Technologies Inc. | 0.01 | Add 4.34% | 79,419 | $23.42 | $1,859,993 | $18.99 | -18.92% | $16.43 | $30.28 |
| BFLY · Butterfly Network Inc. | 0.01 | New | 472,971 | $3.80 | $1,797,290 | $4.16 | +9.47% | $1.32 | $5.72 |
| PTGX · Protagonist Therapeutics Inc. | 0.01 | Add 0.12% | 20,349 | $87.34 | $1,777,282 | $99.36 | +13.76% | $43.20 | $107.84 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
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Whales with similar holdings to Polen Capital Management LLC
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