Polen Capital Management
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Polen Capital Management’s Beam Therapeutics BEAM Stock Holding History

Polen Capital Management’s Portfolio BEAM Stock Details BEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,133
Closed -$222K – 243
2025
Q3 		$222K Buy
+9,133
New +$182K ﹤0.01% 221

Other funds holding BEAM

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Polen Capital Management's BEAM Position: Q4 2025 in Review

Polen Capital Management sold out of Beam Therapeutics (BEAM) in Q4 2025, closing a stake of 9,133 shares — an estimated $222K sold.

Polen Capital Management first reported a position in BEAM in Q3 2025 and held it in 1 quarter. The position peaked at $222K in Q3 2025. 247 funds tracked by Wall St. Rank hold BEAM as of Q4 2025.

  • Polen Capital Management reported no remaining Beam Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Polen Capital Management sold 9,133 Beam Therapeutics shares in Q4 2025, an estimated $222K.
  • Polen Capital Management first reported a position in Beam Therapeutics in Q3 2025 and held it in 1 quarter.
  • Polen Capital Management's Beam Therapeutics position peaked at $222K in Q3 2025.
  • 247 funds tracked by Wall St. Rank held Beam Therapeutics as of Q4 2025.

Based on Polen Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.