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Stock impact report

Polen Focus Growth Portfolio Q4 2025 Commentary [Seeking Alpha]

Intuitive Surgical, Inc. (ISRG) 
Last intuitive surgical, inc. earnings: 4/16 04:05 pm Check Earnings Report
Company Research Source: Seeking Alpha
Top relative contributors to the Portfolio's performance included Eli Lilly, Meta (not owned), and Shopify. The primary drag for the quarter was Oracle, accounting for almost all of the Portfolio's relative underperformance in Q4, completely reversing its performance from the prior quarter and giving back all of the gains experienced in Q3. In Q4 2025, Polen Capital initiated a new position in Intuitive Surgical and sold positions in Netflix and Workday. Polen Capital expects the datacenter capex cycle and equity bull market to continue, driven by strong earnings, demand, and supportive policy. phattharachai Rattanachaiwong/iStock via Getty Images Summary Market volatility increased in Q4 2025, driven by concerns about an AI bubble and the scale of infrastructure investment, but the Russell 1000 Growth Index (the "Index") and S&P 500 ( SPX ) both posted slightly positive returns. High-beta stocks outperformed, while quality factors lagged, creating headwinds for the quali Show less Read more
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