What Polen Capital Management bought and sold in Q1 2025
In Q1 2025, Polen Capital Management (Polen Capital Management) opened 7 new positions — including SBUX (1.6%), SAIA (<0.1%), BIL (<0.1%), added to 15, trimmed 27, exited 12 (YETI, ALRM, FOXF). The book stood at $31.85B across 117 positions, filed May 12, 2025.
7New15Added27Trimmed12Exited
New positions (7)
- SBUXStarbucks Corp1.6% · $504M
- SAIASaia Inc<0.1% · $861K
- BILSS Spdr BB 1-3m T-bill Etf<0.1% · $481K
- IWOIshares Russell 2000 Growth<0.1% · $391K
- FIXComfort Systems Usa Inc<0.1% · $376K
- WINGWingstop Inc<0.1% · $333K
- MANHManhattan Associates Inc<0.1% · $385K
Added to (15)
- LLYEli Lilly & CO+35% shares · 4.6% · $1.45B
- AONAon Plc+318% shares · 3.8% · $1.20B
- MELIMercadolibre Inc+87% shares · 0.4% · $134M
- WTWWillis Towers Watson Plc Ltd+185% shares · 0.4% · $124M
- ACWIIshares Msci Acwi Etf+21% shares · 0.1% · $45M
- NUNU Hldgs Ltd+32% shares · 0.1% · $30M
- TMETencent Music Entertainm-adr+87% shares · 0.1% · $29M
- MNDYMonday Com Ltd+34% shares · 0.1% · $17M
- MEDPMedpace Holdings Inc+51% shares · <0.1% · $7M
- TREXTrex Company Inc+40% shares · <0.1% · $5M
- AAONAaon Inc+57% shares · <0.1% · $4M
- BDCBelden Inc+27% shares · <0.1% · $3M
- TECHBio-techne Corp+123% shares · <0.1% · $3M
- EPAMEpam Systems Inc+23% shares · <0.1% · $3M
- SGOVIshares 0-3 Month Treasury B+318% shares · <0.1% · $2M
Trimmed (27)
- GOOGAlphabet Inc-cl C-33% shares · 3.6% · $1.16B
- NFLXNetflix Inc-49% shares · 2.6% · $828M
- NOWServicenow Inc-42% shares · 2.4% · $756M
- AAPLApple Inc-57% shares · 1.9% · $596M
- SAPSap Se-sponsored Adr-46% shares · 0.5% · $146M
- IWFIshares Russell 1000 Growth-23% shares · 0.4% · $139M
- GOOGLAlphabet Inc-cl A-50% shares · 0.3% · $94M
- NVONovo-nordisk A/s-spons Adr-84% shares · 0.2% · $70M
- SPOTSpotify Technology S A-36% shares · 0.1% · $21M
- GSHDGoosehead Insurance Inc -A-27% shares · <0.1% · $7M
- VUGVanguard Growth Etf-63% shares · <0.1% · $5M
- CCCCcc Intelligent Solutions HO-29% shares · <0.1% · $5M
- BROSDutch Bros Inc-class A-35% shares · <0.1% · $4M
- GNRCGenerac Holdings Inc-25% shares · <0.1% · $4M
- RGENRepligen Corp-24% shares · <0.1% · $4M
- RVLVRevolve Group Inc-47% shares · <0.1% · $3M
- ACWXIshares Msci Acwi EX US Etf-85% shares · <0.1% · $3M
- WRBYWarby Parker Inc-class A-54% shares · <0.1% · $3M
- CRMSalesforce Inc-58% shares · <0.1% · $2M
- VTVanguard Tot World Stk Etf-59% shares · <0.1% · $1M
- OLLIOllie's Bargain Outlet Holdi-29% shares · <0.1% · $1M
- SPYSS Spdr S&p 500 Etf Trust-us-85% shares · <0.1% · $810K
- ADSKAutodesk Inc-53% shares · <0.1% · $643K
- TTEKTetra Tech Inc-67% shares · <0.1% · $411K
- PYPLPaypal Holdings Inc-34% shares · <0.1% · $323K
- IOOIshares Global 100 Etf-63% shares · <0.1% · $306K
- NKENike Inc -cl B-54% shares · <0.1% · $394K
Exited (12)
- YETIYeti Holdings Incwas <0.1% of book
- ALRMAlarm.com Holdings Incwas <0.1% of book
- FOXFFox Factory Holding Corpwas <0.1% of book
- BAHBooz Allen Hamilton Holdingswas <0.1% of book
- ALGNAlign Technology Incwas <0.1% of book
- USHYIshares Broad Usd High Yieldwas <0.1% of book
- CRLCharles River Laboratorieswas <0.1% of book
- ETSYEtsy Incwas <0.1% of book
- KBKB Financial Group Inc-adrwas <0.1% of book
- CALYCallaway Golf Companywas <0.1% of book
- FERGFerguson Enterprises Incwas <0.1% of book
- KSPIJsc Kaspi.kz Adrwas <0.1% of book
Polen Capital Management's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.