https://holdlens.com/investor/polen-capital Every 13F move by Polen Capital (Polen Capital Management) — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing. Not investment advice. en-us Mon, 27 Apr 2026 21:14:16 GMT https://holdlens.com/signal/META https://holdlens.com/investor/polen-capital#2025-Q4-META-trim-0 Polen Capital (Polen Capital Management) trimmed META in Q4 2025 · 4.1% of portfolio. Major META reduction. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/NOW https://holdlens.com/investor/polen-capital#2025-Q4-NOW-add-1 Polen Capital (Polen Capital Management) added NOW in Q4 2025 · 7.8% of portfolio. Adding ServiceNow. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/AMZN https://holdlens.com/investor/polen-capital#2025-Q4-AMZN-trim-2 Polen Capital (Polen Capital Management) trimmed AMZN (AMAZON COM INC) in Q4 2025 · 8.5% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/MSFT https://holdlens.com/investor/polen-capital#2025-Q4-MSFT-trim-3 Polen Capital (Polen Capital Management) trimmed MSFT (MICROSOFT CORP) in Q4 2025 · 8.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/ORCL https://holdlens.com/investor/polen-capital#2025-Q4-ORCL-trim-4 Polen Capital (Polen Capital Management) trimmed ORCL (ORACLE CORP) in Q4 2025 · 6.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/LLY https://holdlens.com/investor/polen-capital#2025-Q4-LLY-trim-5 Polen Capital (Polen Capital Management) trimmed LLY (ELI LILLY & CO) in Q4 2025 · 5.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/GOOG https://holdlens.com/investor/polen-capital#2025-Q4-GOOG-trim-6 Polen Capital (Polen Capital Management) trimmed GOOG (ALPHABET INC) in Q4 2025 · 5.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/BN https://holdlens.com/investor/polen-capital#2025-Q4-BN-trim-7 Polen Capital (Polen Capital Management) trimmed BN (BROADCOM INC) in Q4 2025 · 5.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/MA https://holdlens.com/investor/polen-capital#2025-Q4-MA-trim-8 Polen Capital (Polen Capital Management) trimmed MA (MASTERCARD INCORPORATED) in Q4 2025 · 5.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/V https://holdlens.com/investor/polen-capital#2025-Q4-V-trim-9 Polen Capital (Polen Capital Management) trimmed V (VISA INC) in Q4 2025 · 5.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/SHOP https://holdlens.com/investor/polen-capital#2025-Q4-SHOP-trim-10 Polen Capital (Polen Capital Management) trimmed SHOP (SHOPIFY INC) in Q4 2025 · 4.9% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/NVDA https://holdlens.com/investor/polen-capital#2025-Q4-NVDA-trim-11 Polen Capital (Polen Capital Management) trimmed NVDA (NVIDIA CORPORATION) in Q4 2025 · 4.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/MSCI https://holdlens.com/investor/polen-capital#2025-Q4-MSCI-trim-12 Polen Capital (Polen Capital Management) trimmed MSCI (MSCI INC) in Q4 2025 · 3.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/ZTS https://holdlens.com/investor/polen-capital#2025-Q4-ZTS-trim-13 Polen Capital (Polen Capital Management) trimmed ZTS (ZOETIS INC) in Q4 2025 · 3.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/AON https://holdlens.com/investor/polen-capital#2025-Q4-AON-trim-14 Polen Capital (Polen Capital Management) trimmed AON (AON PLC) in Q4 2025 · 2.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/IBKR https://holdlens.com/investor/polen-capital#2025-Q4-IBKR-trim-15 Polen Capital (Polen Capital Management) trimmed IBKR (IDEXX LABS INC) in Q4 2025 · 2.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/SBUX https://holdlens.com/investor/polen-capital#2025-Q4-SBUX-trim-16 Polen Capital (Polen Capital Management) trimmed SBUX (STARBUCKS CORP) in Q4 2025 · 2.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/ACN https://holdlens.com/investor/polen-capital#2025-Q4-ACN-trim-17 Polen Capital (Polen Capital Management) trimmed ACN (ACCENTURE PLC IRELAND) in Q4 2025 · 2.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/ABT https://holdlens.com/investor/polen-capital#2025-Q4-ABT-trim-18 Polen Capital (Polen Capital Management) trimmed ABT (ABBOTT LABS) in Q4 2025 · 2.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/ADBE https://holdlens.com/investor/polen-capital#2025-Q4-ADBE-trim-19 Polen Capital (Polen Capital Management) trimmed ADBE (ADOBE INC) in Q4 2025 · 2.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/IONQ https://holdlens.com/investor/polen-capital#2025-Q4-IONQ-new-20 Polen Capital (Polen Capital Management) new position IONQ (INTUITIVE SURGICAL INC) in Q4 2025 · 2.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/ABNB https://holdlens.com/investor/polen-capital#2025-Q4-ABNB-trim-21 Polen Capital (Polen Capital Management) trimmed ABNB (AIRBNB INC) in Q4 2025 · 1.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/BSX https://holdlens.com/investor/polen-capital#2025-Q4-BSX-trim-22 Polen Capital (Polen Capital Management) trimmed BSX (BOSTON SCIENTIFIC CORP) in Q4 2025 · 1.6% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/IVV https://holdlens.com/investor/polen-capital#2025-Q4-IVV-add-23 Polen Capital (Polen Capital Management) added IVV (ISHARES TR) in Q4 2025 · 1.6% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/CSGP https://holdlens.com/investor/polen-capital#2025-Q4-CSGP-trim-24 Polen Capital (Polen Capital Management) trimmed CSGP (COSTAR GROUP INC) in Q4 2025 · 1.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/INTU https://holdlens.com/investor/polen-capital#2025-Q4-INTU-trim-25 Polen Capital (Polen Capital Management) trimmed INTU (INTUIT) in Q4 2025 · 1.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/PAYC https://holdlens.com/investor/polen-capital#2025-Q4-PAYC-trim-26 Polen Capital (Polen Capital Management) trimmed PAYC (PAYCOM SOFTWARE INC) in Q4 2025 · 1.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/UBER https://holdlens.com/investor/polen-capital#2025-Q4-UBER-trim-27 Polen Capital (Polen Capital Management) trimmed UBER (UBER TECHNOLOGIES INC) in Q4 2025 · 1.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/IVV https://holdlens.com/investor/polen-capital#2025-Q4-IVV-add-28 Polen Capital (Polen Capital Management) added IVV (ISHARES TR) in Q4 2025 · 0.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/TSM https://holdlens.com/investor/polen-capital#2025-Q4-TSM-add-29 Polen Capital (Polen Capital Management) added TSM (TAIWAN SEMICONDUCTOR MFG LTD) in Q4 2025 · 0.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/SAP https://holdlens.com/investor/polen-capital#2025-Q4-SAP-trim-30 Polen Capital (Polen Capital Management) trimmed SAP (SAP SE) in Q4 2025 · 0.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/SPOT https://holdlens.com/investor/polen-capital#2025-Q4-SPOT-add-31 Polen Capital (Polen Capital Management) added SPOT (SPOTIFY TECHNOLOGY S A) in Q4 2025 · 0.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/ASML https://holdlens.com/investor/polen-capital#2025-Q4-ASML-trim-32 Polen Capital (Polen Capital Management) trimmed ASML (ASML HOLDING N V) in Q4 2025 · 0.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/HDB https://holdlens.com/investor/polen-capital#2025-Q4-HDB-trim-33 Polen Capital (Polen Capital Management) trimmed HDB (HDFC BANK LTD) in Q4 2025 · 0.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/ICON https://holdlens.com/investor/polen-capital#2025-Q4-ICON-trim-34 Polen Capital (Polen Capital Management) trimmed ICON (ICON PLC) in Q4 2025 · 0.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/NFLX https://holdlens.com/investor/polen-capital#2025-Q4-NFLX-trim-35 Polen Capital (Polen Capital Management) trimmed NFLX (NETFLIX INC) in Q4 2025 · 0.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/NU https://holdlens.com/investor/polen-capital#2025-Q4-NU-trim-36 Polen Capital (Polen Capital Management) trimmed NU (NU HLDGS LTD) in Q4 2025 · 0.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/VTI https://holdlens.com/investor/polen-capital#2025-Q4-VTI-add-37 Polen Capital (Polen Capital Management) added VTI (VANGUARD INDEX FDS) in Q4 2025 · 0.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/ADPT https://holdlens.com/investor/polen-capital#2025-Q4-ADPT-add-38 Polen Capital (Polen Capital Management) added ADPT (ADAPTIVE BIOTECHNOLOGIES COR) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/GOOGL https://holdlens.com/investor/polen-capital#2025-Q4-GOOGL-trim-39 Polen Capital (Polen Capital Management) trimmed GOOGL (ALPHABET INC) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim