What Polen Capital Management bought and sold in Q4 2025

New positions (51)

• ISRGIntuitive Surgical Inc2.0% · $477M
• IVVIshares Core S&p 500 Etf<0.1% · $9M
• SPHRSphere Entertainment CO<0.1% · $2M
• PLPlanet Labs Pbc<0.1% · $2M
• VTIVanguard Total Stock Mkt Etf<0.1% · $2M
• BFLYButterfly Network Inc<0.1% · $2M
• EROEro Copper Corp<0.1% · $1M
• SEISolaris Energy Infrastructur<0.1% · $1M
• AORTArtivion Inc<0.1% · $1M
• LQDALiquidia Corp<0.1% · $1M
• GGALGrupo Financiero Galicia-adr<0.1% · $1M
• RKLBRocket Lab Corp<0.1% · $1M
• KURAKura Oncology Inc<0.1% · $944K
• TSHATaysha Gene Therapies Inc<0.1% · $861K
• NUVLNuvalent Inc-a<0.1% · $640K
• CYTKCytokinetics Inc<0.1% · $609K
• BWBabcock & Wilcox Enterpr<0.1% · $775K
• PSNLPersonalis Inc<0.1% · $404K
• FIGRFigure Technology Solut-cl A<0.1% · $523K
• KRMNKarman Holdings Inc<0.1% · $472K
• DNLIDenali Therapeutics Inc<0.1% · $444K
• FIGSFigs Inc-class A<0.1% · $555K
• MAMAMama's Creations Inc<0.1% · $445K
• LYFTLyft Inc-a<0.1% · $353K
• NAMSNewamsterdam Pharma Company<0.1% · $394K
• APEIAmerican Public Education<0.1% · $534K
• VELOVelo3d Inc<0.1% · $548K
• AXTIAxt Inc<0.1% · $363K
• MESOMesoblast Ltd- Spon Adr<0.1% · $415K
• ESPREsperion Therapeutics Inc<0.1% · $430K
• GHMGraham Corp<0.1% · $399K
• SNDKSandisk Corp<0.1% · $442K
• HQYHealthequity Inc<0.1% · $456K
• APPNAppian Corp-a<0.1% · $367K
• GRBKGreen Brick Partners Inc<0.1% · $409K
• CSIQCanadian Solar Inc<0.1% · $528K
• CELCCelcuity Inc<0.1% · $465K
• OLMAOlema Pharmaceuticals Inc<0.1% · $380K
• PACBPacific Biosciences OF Calif<0.1% · $256K
• CPSCooper-standard Holding<0.1% · $251K
• ULSUL Solutions Inc - Class A<0.1% · $270K
• IOOIshares Global 100 Etf<0.1% · $347K
• GAPGap Inc/the<0.1% · $329K
• RRRichtech Robotics Inc-cl B<0.1% · $208K
• PGENPrecigen Inc<0.1% · $176K
• GDYNGrid Dynamics Holdings Inc<0.1% · $175K
• SERVServe Robotics Inc<0.1% · $227K
• CCOClear Channel Outdoor Holdin<0.1% · $212K
• WINAWinmark Corp<0.1% · $348K
• PRLBProto Labs Inc<0.1% · $210K
• HLLYHolley Inc<0.1% · $318K

Added to (26)

• IWFIshares Russell 1000 Growth+241% shares · 1.6% · $367M
• ACWIIshares Msci Acwi Etf+220% shares · 0.4% · $86M
• SPOTSpotify Technology S A+547% shares · 0.2% · $42M
• VUGVanguard Growth Etf+185% shares · 0.1% · $16M
• ACWXIshares Msci Acwi EX US Etf+106% shares · <0.1% · $9M
• SPYSS Spdr S&p 500 Etf Trust-us+168% shares · <0.1% · $5M
• VTVanguard Tot World Stk Etf+632% shares · <0.1% · $5M
• REALRealreal Inc/the+143% shares · <0.1% · $3M
• HURNHuron Consulting Group Inc+46% shares · <0.1% · $3M
• ATECAlphatec Holdings Inc+85% shares · <0.1% · $2M
• BKDBrookdale Senior Living Inc+20% shares · <0.1% · $2M
• XMTRXometry Inc-a+169% shares · <0.1% · $1M
• TMDXTransmedics Group Inc+90% shares · <0.1% · $1M
• YOUClear Secure Inc -class A+36% shares · <0.1% · $1M
• KODKodiak Sciences Inc+92% shares · <0.1% · $1M
• TDUPThredup Inc - Class A+32% shares · <0.1% · $930K
• ASTEAstec Industries Inc+23% shares · <0.1% · $968K
• UPWKUpwork Inc+279% shares · <0.1% · $854K
• SRRKScholar Rock Holding Corp+21% shares · <0.1% · $959K
• CPFCentral Pacific Financial CO+29% shares · <0.1% · $690K
• AEHRAehr Test Systems+29% shares · <0.1% · $608K
• LUXELuxexperience BV+65% shares · <0.1% · $420K
• AVAVAerovironment Inc+49% shares · <0.1% · $409K
• NMRKNewmark Group Inc-class A+113% shares · <0.1% · $410K
• AWIArmstrong World Industries+27% shares · <0.1% · $289K
• TTANServicetitan Inc-a+33% shares · <0.1% · $317K

Trimmed (74)

• AMZNAmazon.com Inc-23% shares · 8.5% · $2.00B
• MSFTMicrosoft Corp-22% shares · 8.1% · $1.89B
• ORCLOracle Corp-23% shares · 6.0% · $1.40B
• LLYEli Lilly & CO-23% shares · 5.7% · $1.34B
• AVGOBroadcom Inc-21% shares · 5.2% · $1.22B
• MAMastercard Inc - A-22% shares · 5.2% · $1.22B
• VVisa Inc-class A Shares-22% shares · 5.1% · $1.18B
• SHOPShopify Inc - Class A-35% shares · 5.0% · $1.16B
• ZTSZoetis Inc-26% shares · 3.0% · $700M
• AONAon Plc-26% shares · 2.8% · $652M
• SBUXStarbucks Corp-24% shares · 2.4% · $571M
• ACNAccenture Plc Ireland-24% shares · 2.2% · $505M
• ABTAbbott Laboratories-47% shares · 2.1% · $496M
• ADBEAdobe Inc-28% shares · 2.0% · $471M
• ABNBAirbnb Inc-class A-24% shares · 1.8% · $411M
• BSXBoston Scientific Corp-28% shares · 1.6% · $383M
• INTUIntuit Inc-23% shares · 1.4% · $340M
• CSGPCostar Group Inc-23% shares · 1.4% · $329M
• PAYCPaycom Software Inc-30% shares · 1.2% · $292M
• UBERUber Technologies Inc-22% shares · 1.2% · $291M
• SAPSap Se-sponsored Adr-32% shares · 0.2% · $57M
• NUNU Hldgs Ltd-25% shares · 0.1% · $19M
• ICLRIcon Plc-76% shares · 0.1% · $19M
• NFLXNetflix Inc-96% shares · 0.1% · $16M
• HDBHdfc Bank Ltd-adr-38% shares · 0.1% · $13M
• ASMLAsml Holding N V-43% shares · 0.1% · $12M
• MNDYMonday Com Ltd-37% shares · 0.1% · $12M
• GOOGLAlphabet Inc-cl A-93% shares · <0.1% · $10M
• WTWWillis Towers Watson Plc Ltd-88% shares · <0.1% · $9M
• MDTMedtronic Plc-32% shares · <0.1% · $8M
• AGXArgan Inc-34% shares · <0.1% · $8M
• TMETencent Music Entertainm-adr-27% shares · <0.1% · $7M
• BEBloom Energy Corp- A-43% shares · <0.1% · $7M
• SESea Ltd-adr-39% shares · <0.1% · $5M
• IBNIcici Bank Ltd-spon Adr-45% shares · <0.1% · $4M
• PDDPdd Holdings Inc-50% shares · <0.1% · $4M
• CCJCameco Corp-27% shares · <0.1% · $3M
• WDAYWorkday Inc-class A-99% shares · <0.1% · $2M
• FSLRFirst Solar Inc-26% shares · <0.1% · $2M
• AAPLApple Inc-50% shares · <0.1% · $2M
• MODModine Manufacturing CO-56% shares · <0.1% · $2M
• METCRamaco Resources Inc-a-51% shares · <0.1% · $2M
• TMOThermo Fisher Scientific Inc-98% shares · <0.1% · $1M
• HHHHoward Hughes Holdings Inc-41% shares · <0.1% · $1M
• SMRNuscale Power Corp-23% shares · <0.1% · $916K
• CEGConstellation Energy-33% shares · <0.1% · $993K
• VCTRVictory Capital Holding - A-39% shares · <0.1% · $703K
• ASPIAsp Isotopes Inc-40% shares · <0.1% · $746K
• SWIMLatham Group Inc-33% shares · <0.1% · $714K
• PBIPitney Bowes Inc-31% shares · <0.1% · $642K
• CRMSalesforce Inc-31% shares · <0.1% · $684K
• STRLSterling Infrastructure Inc-40% shares · <0.1% · $598K
• CWCurtiss-wright Corp-37% shares · <0.1% · $668K
• AMSCAmerican Superconductor Corp-50% shares · <0.1% · $678K
• LMBLimbach Holdings Inc-63% shares · <0.1% · $459K
• TLNTalen Energy Corp-67% shares · <0.1% · $506K
• NRGNrg Energy Inc-50% shares · <0.1% · $483K
• EMBJEmbraer Sa-spon Adr-60% shares · <0.1% · $510K
• OPFIOppfi Inc-34% shares · <0.1% · $423K
• PRCHPorch Group Inc-75% shares · <0.1% · $490K
• AYIAcuity Inc-34% shares · <0.1% · $382K
• SKYWSkywest Inc-64% shares · <0.1% · $440K
• ADTAdt Inc-37% shares · <0.1% · $398K
• OSCROscar Health Inc - Class A-36% shares · <0.1% · $198K
• UUnity Software Inc-37% shares · <0.1% · $241K
• ASNDUSDAscendis Pharma A/s-56% shares · <0.1% · $258K
• ABCLAbcellera Biologics Inc-62% shares · <0.1% · $351K
• MLIMueller Industries Inc-45% shares · <0.1% · $312K
• LTHLife Time Group Holdings Inc-71% shares · <0.1% · $255K
• NTRANatera Inc-53% shares · <0.1% · $315K
• TEMTempus AI Inc-cl A-78% shares · <0.1% · $222K
• WALWestern Alliance Bancorp-43% shares · <0.1% · $319K
• SYMSymbotic Inc-49% shares · <0.1% · $256K
• PTONPeloton Interactive Inc-a-89% shares · <0.1% · $227K

Exited (54)

• HYGIshr Ibx Usd Hiyld CB Etf-uiwas 0.1% of book
• RSPInvesco S&p 500 Equal Weightwas <0.1% of book
• VISTVista Energy Sab DE CVwas <0.1% of book
• QQEWFirst Trust Nasdaq-100 Selecwas <0.1% of book
• CORTCorcept Therapeutics Incwas <0.1% of book
• VOVanguard Mid-cap Etfwas <0.1% of book
• WRBYWarby Parker Inc-class Awas <0.1% of book
• CVLTCommvault Systems Incwas <0.1% of book
• BBSIBarrett Business Svcs Incwas <0.1% of book
• LRNStride Incwas <0.1% of book
• LQDTLiquidity Services Incwas <0.1% of book
• PCTPurecycle Technologies Incwas <0.1% of book
• UTIUniversal Technical Institutwas <0.1% of book
• CAKECheesecake Factory Inc/thewas <0.1% of book
• ELFElf Beauty Incwas <0.1% of book
• REAXReal Brokerage Inc/thewas <0.1% of book
• ARLOArlo Technologies Incwas <0.1% of book
• ACHRArcher Aviation Inc-awas <0.1% of book
• PEverpure Inc-awas <0.1% of book
• KOCoca-cola Co/thewas <0.1% of book
• ZZillow Group Inc - Cwas <0.1% of book
• PEPPepsico Incwas <0.1% of book
• MCDMcdonald's Corpwas <0.1% of book
• CHEFChefs' Warehouse Inc/thewas <0.1% of book
• HIMSHims & Hers Health Incwas <0.1% of book
• PGProcter & Gamble Co/thewas <0.1% of book
• BABAAlibaba Group Holding-sp Adrwas <0.1% of book
• DOCSDoximity Inc-class Awas <0.1% of book
• NTNXNutanix Inc - Awas <0.1% of book
• VSTVistra Corpwas <0.1% of book
• CAVACava Group Incwas <0.1% of book
• EVEREverquote Inc - Class Awas <0.1% of book
• NGVCNatural Grocers BY Vitamin Cwas <0.1% of book
• MVSTMicrovast Holdings Incwas <0.1% of book
• AXONAxon Enterprise Incwas <0.1% of book
• APPFAppfolio Inc - Awas <0.1% of book
• VOEVanguard Mid-cap Value Etfwas <0.1% of book
• NTESNetease Inc-adrwas <0.1% of book
• BEAMBeam Therapeutics Incwas <0.1% of book
• NKENike Inc -cl Bwas <0.1% of book
• SGSweetgreen Inc - Class Awas <0.1% of book
• BIDUBaidu Inc - Spon Adrwas <0.1% of book
• GWREGuidewire Software Incwas <0.1% of book
• CHWYChewy Inc - Class Awas <0.1% of book
• SVVSavers Value Village Incwas <0.1% of book
• RBRKRubrik Inc-awas <0.1% of book
• RBBNRibbon Communications Incwas <0.1% of book
• ALNYAlnylam Pharmaceuticals Incwas <0.1% of book
• METAMeta Platforms Inc-class Awas <0.1% of book
• WLFCWillis Lease Finance Corpwas <0.1% of book
• BRLTBrilliant Earth Group Inc-awas <0.1% of book
• BBBYBed Bath & Beyond Incwas <0.1% of book
• AURAurora Innovation Incwas <0.1% of book
• NXENexgen Energy Ltdwas <0.1% of book

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