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Polen Capital Management – Largest Position Reductions (2025 Q4)

This report summarizes the most meaningful reductions and sell-offs made by Polen Capital Management in 2025 Q4. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.

Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
IBN 123,872 $29.8 Reduced -44.77% 0.02% $3.69M 2025 Q4
TSLA 8,171 $449.76 Reduced -4.88% 0.02% $3.67M 2025 Q4
PDD 31,329 $113.38 Reduced -50.49% 0.02% $3.55M 2025 Q4
HCI 18,126 $191.71 Reduced -0.23% 0.01% $3.47M 2025 Q4
KARO 74,821 $45.5 Reduced -9.43% 0.01% $3.4M 2025 Q4
JOBY 250,067 $13.2 Reduced -21.43% 0.01% $3.3M 2025 Q4
SOFI 117,450 $26.18 Reduced -17.99% 0.01% $3.07M 2025 Q4
ATRO 53,691 $54.24 Reduced -0.56% 0.01% $2.91M 2025 Q4
W 26,857 $100.42 Reduced -10.06% 0.01% $2.7M 2025 Q4
IRMD 26,891 $97.28 Reduced -5.51% 0.01% $2.62M 2025 Q4
DAVE 11,805 $221.43 Reduced -5.02% 0.01% $2.61M 2025 Q4
CCJ 28,174 $91.5 Reduced -27.05% 0.01% $2.58M 2025 Q4
IE 157,882 $15.98 Reduced -16.14% 0.01% $2.52M 2025 Q4
AFRM 32,969 $74.43 Reduced -0.38% 0.01% $2.45M 2025 Q4
WDAY 10,782 $214.8 Reduced -99.42% 0.01% $2.32M 2025 Q4
AMPX 288,290 $7.89 Reduced -15.07% 0.01% $2.27M 2025 Q4
CATH 27,566 $82.24 Reduced -10.69% 0.01% $2.27M 2025 Q4
IT 8,753 $252.26 Reduced -5.72% 0.01% $2.21M 2025 Q4
FSLR 8,302 $261.26 Reduced -25.97% 0.01% $2.17M 2025 Q4
AAPL 7,724 $271.88 Reduced -49.70% 0.01% $2.1M 2025 Q4
MOD 14,309 $133.48 Reduced -56.00% 0.01% $1.91M 2025 Q4
CRS 6,062 $314.91 Reduced -0.41% 0.01% $1.91M 2025 Q4
FTI 35,915 $44.55 Reduced -29.47% 0.01% $1.6M 2025 Q4
METC 88,507 $18 Reduced -51.46% 0.01% $1.59M 2025 Q4
KTOS 19,697 $75.9 Reduced -16.96% 0.01% $1.5M 2025 Q4
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