David M. Polen - Polen Capital Management Options Holdings (Q4 2025)
As of Dec 31, 2025, the Polen Capital Management portfolio disclosed options positions in its latest SEC 13F filing reported on May 14, 2026. These filings include call and put options tied to underlying equity holdings, providing a deeper look at the fund's use of derivatives for exposure and hedging.
The reported options activity included 0 call contracts and 3 put contracts across companies such as BWX Technologies, Inc. (BWXT), Bloom Energy Corporation (BE), SoFi Technologies, Inc. (SOFI). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Options Positions
Showing 3 of 3 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q4 2025 | BWXT | BWX Technologies, Inc. | PUT | 12,500 | $2,160,500.00 |
| Q4 2025 | BE | Bloom Energy Corporation | PUT | 21,600 | $1,876,824.00 |
| Q4 2025 | SOFI | SoFi Technologies, Inc. | PUT | 41,800 | $1,094,324.00 |
Note: Notional value represents the total exposure of the options position.