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Polen Capital · quarter digest

What Polen Capital did in Q4 2025

Polen Capital Management filed 58 moves in Q4 2025: 7 new, 6 add, 37 trim, 8 exit.

13F filed 2026-02-14. Manager quality score: q8. Philosophy: Concentrated quality growth. 20-30 names only. Hold forever.

← Q3 2025Q4 2025 · fleet digest(archive end) →
New positions · 7

Fresh money

IONQINTUITIVE SURGICAL INC
NEW·2.0% book·+5
AXTAXT INC
NEW·0.0% book·+6
FIGSFIGS INC
NEW·0.0% book·+3
GAPGAP INC
NEW·0.0% book·+5
GRBKGREEN BRICK PARTNERS INC
NEW·0.0% book·+22
JFROGJFROG LTD
NEW·0.0% book·+5
LYFTLYFT INC
NEW·0.0% book·+5
Adds · 6

Adding to conviction

NOW
ADD +15%·7.8% book·+7

“Adding ServiceNow.”

IVVISHARES TR
ADD +248%·1.6% book·0
TSMTAIWAN SEMICONDUCTOR MFG LTD
ADD +13%·0.3% book·+16
SPOTSPOTIFY TECHNOLOGY S A
ADD +547%·0.2% book·+1
VTIVANGUARD INDEX FDS
ADD +74%·0.1% book·+4
SPGSPDR S&P 500 ETF TR
ADD +168%·0.0% book·+10
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Trims · 37

Taking chips off

AMZNAMAZON COM INC
TRIM -23%·8.5% book·+6
MSFTMICROSOFT CORP
TRIM -22%·8.1% book·+6
ORCLORACLE CORP
TRIM -23%·6.0% book·+1
LLYELI LILLY & CO
TRIM -23%·5.7% book·−9
GOOGALPHABET INC
TRIM -13%·5.4% book·0
BNBROADCOM INC
TRIM -21%·5.2% book·+23
MAMASTERCARD INCORPORATED
TRIM -22%·5.2% book·+17
VVISA INC
TRIM -22%·5.1% book·+8
NVDANVIDIA CORPORATION
TRIM -15%·4.2% book·+19
META
TRIM -22%·4.1% book·+5

“Major META reduction.”

MSCIMSCI INC
TRIM -16%·3.3% book·+19
AONAON PLC
TRIM -26%·2.8% book·−7
IBKRIDEXX LABS INC
TRIM -15%·2.8% book·−7
SBUXSTARBUCKS CORP
TRIM -24%·2.4% book·−5
ABTABBOTT LABS
TRIM -47%·2.1% book·−8
ADBEADOBE INC
TRIM -28%·2.0% book·−5
ABNBAIRBNB INC
TRIM -24%·1.8% book·+2
INTUINTUIT
TRIM -23%·1.4% book·−8
UBERUBER TECHNOLOGIES INC
TRIM -22%·1.2% book·+19
SAPSAP SE
TRIM -32%·0.2% book·−5
ICONICON PLC
TRIM -76%·0.1% book·−6
NFLXNETFLIX INC
TRIM -64%·0.1% book·+6
GOOGLALPHABET INC
TRIM -93%·0.0% book·−9
AAPLAPPLE INC
TRIM -50%·0.0% book·−20
ARGANARGAN INC
TRIM -34%·0.0% book·+2
GRAILGRAIL INC
TRIM -19%·0.0% book·−5
HHHHOWARD HUGHES HOLDINGS INC
TRIM -41%·0.0% book·+6
MDTMEDTRONIC PLC
TRIM -32%·0.0% book·−8
OPPFIOPPFI INC
TRIM -34%·0.0% book·−3
PYPLPAYPAL HLDGS INC
TRIM -9%·0.0% book·−7
PDDPDD HOLDINGS INC
TRIM -50%·0.0% book·−1
PORCHPORCH GROUP INC
TRIM -75%·0.0% book·−1
CRMSALESFORCE INC
TRIM -31%·0.0% book·−8
SEASEA LTD
TRIM -39%·0.0% book·−1
FTITECHNIPFMC PLC
TRIM -29%·0.0% book·−5
UNHUNITEDHEALTH GROUP INC
TRIM -19%·0.0% book·+12
WDAYWORKDAY INC
TRIM -99%·0.0% book·−9
Exits · 8

Closed positions

BAIDUBAIDU INC
EXIT·0.0% book·+1
CAVACAVA GROUP INC
EXIT·0.0% book·−5
CHEWYCHEWY INC
EXIT·0.0% book·+1
KOCOCA COLA CO
EXIT·0.0% book·−3
NAYAXNAYAX LTD
EXIT·0.0% book·−4
NKENIKE INC
EXIT·0.0% book·+5
PEPPEPSICO INC
EXIT·0.0% book·−3
PGPROCTER AND GAMBLE CO
EXIT·0.0% book·−8
Current top holdings

Polen Capital’s book, latest snapshot

#TickerWeight
1MSFT
Microsoft
9.4%
2GOOGL
Alphabet Class A
8.1%
3V
Visa
7.8%
4NOW
ServiceNow
7.8%
5MA
Mastercard
5.6%
6META
Meta Platforms
4.1%

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.