What Polen Capital Management bought and sold in Q2 2025
In Q2 2025, Polen Capital Management (Polen Capital Management) opened 134 new positions — including IDXX (2.0%), IBN (0.1%), SE (<0.1%), added to 4, trimmed 46, exited 27 (YUMC, TECH, EPAM). The book stood at $32.59B across 240 positions, filed Aug 13, 2025.
134New4Added46Trimmed27Exited
New positions (134)
- IDXXIdexx Laboratories Inc2.0% · $641M
- IBNIcici Bank Ltd-spon Adr0.1% · $17M
- SESea Ltd-adr<0.1% · $13M
- AGXArgan Inc<0.1% · $10M
- WGSGenedx Holdings Corp<0.1% · $7M
- BWXTBwx Technologies Inc<0.1% · $6M
- POWLPowell Industries Inc<0.1% · $5M
- VSECVse Corp<0.1% · $5M
- IESCIes Holdings Inc<0.1% · $4M
- CVNACarvana CO<0.1% · $4M
- SOFISofi Technologies Inc<0.1% · $3M
- CCJCameco Corp<0.1% · $3M
- SMRNuscale Power Corp<0.1% · $3M
- DAVEDave Inc<0.1% · $3M
- NVDANvidia Corp<0.1% · $3M
- CRSCarpenter Technology<0.1% · $3M
- IRSIrsa -sp Adr<0.1% · $2M
- TSLATesla Inc<0.1% · $2M
- CVLTCommvault Systems Inc<0.1% · $2M
- LMBLimbach Holdings Inc<0.1% · $2M
- HCIHci Group Inc<0.1% · $2M
- ACHRArcher Aviation Inc-a<0.1% · $2M
- LOMALoma Negra Cia Ind-spon Adr<0.1% · $2M
- GGALGrupo Financiero Galicia-adr<0.1% · $2M
- AFRMAffirm Holdings Inc<0.1% · $2M
- GPGIGpgi Inc<0.1% · $2M
- BELFBBel Fuse Inc-cl B<0.1% · $2M
- REAXReal Brokerage Inc/the<0.1% · $2M
- ENVXEnovix Corp<0.1% · $2M
- MODModine Manufacturing CO<0.1% · $2M
- TLNTalen Energy Corp<0.1% · $2M
- TWLOTwilio Inc - A<0.1% · $2M
- ADPTAdaptive Biotechnologies<0.1% · $2M
- UBERUber Technologies Inc<0.1% · $2M
- PTONPeloton Interactive Inc-a<0.1% · $1M
- ATROAstronics Corp<0.1% · $2M
- IRMDIradimed Corp<0.1% · $1M
- LTHLife Time Group Holdings Inc<0.1% · $1M
- AMSCAmerican Superconductor Corp<0.1% · $2M
- BBIOBridgebio Pharma Inc<0.1% · $2M
- KTOSKratos Defense & Security<0.1% · $2M
- TMDXTransmedics Group Inc<0.1% · $2M
- UTIUniversal Technical Institut<0.1% · $2M
- BEBloom Energy Corp- A<0.1% · $2M
- PRCHPorch Group Inc<0.1% · $2M
- CORTCorcept Therapeutics Inc<0.1% · $2M
- PCTPurecycle Technologies Inc<0.1% · $1M
- BBSIBarrett Business Svcs Inc<0.1% · $1M
- VSTVistra Corp<0.1% · $1M
- OPYOppenheimer Holdings-cl A<0.1% · $1M
- CEGConstellation Energy<0.1% · $1M
- LRNStride Inc<0.1% · $1M
- RDVTRed Violet Inc<0.1% · $1M
- SKYWSkywest Inc<0.1% · $1M
- EMBJEmbraer Sa-spon Adr<0.1% · $1M
- ITRIItron Inc<0.1% · $1M
- VCTRVictory Capital Holding - A<0.1% · $1M
- HURNHuron Consulting Group Inc<0.1% · $1M
- SHAKShake Shack Inc - Class A<0.1% · $1M
- MIRMirion Technologies Inc<0.1% · $1M
- IOTSamsara Inc-cl A<0.1% · $1M
- OPLNOpenlane Inc<0.1% · $1M
- NGVCNatural Grocers BY Vitamin C<0.1% · $1M
- ASPIAsp Isotopes Inc<0.1% · $1M
- ESQEsquire Financial Holdings I<0.1% · $1M
- NRGNrg Energy Inc<0.1% · $985K
- METCRamaco Resources Inc-a<0.1% · $817K
- ARLOArlo Technologies Inc<0.1% · $834K
- PTGXProtagonist Therapeutics Inc<0.1% · $884K
- LQDTLiquidity Services Inc<0.1% · $958K
- HQYHealthequity Inc<0.1% · $864K
- CAKECheesecake Factory Inc/the<0.1% · $997K
- STRLSterling Infrastructure Inc<0.1% · $823K
- OSCROscar Health Inc - Class A<0.1% · $1M
- PLPCPreformed Line Products CO<0.1% · $903K
- WWayfair Inc- Class A<0.1% · $884K
- SUPVGrupo Supervielle Sa-sp Adr<0.1% · $1M
- SFMSprouts Farmers Market Inc<0.1% · $999K
- CWCurtiss-wright Corp<0.1% · $1M
- IEIvanhoe Electric Inc / US<0.1% · $1M
- GRALGrail Inc<0.1% · $1M
- OPFIOppfi Inc<0.1% · $850K
- GHGuardant Health Inc<0.1% · $530K
- ADMAAdma Biologics Inc<0.1% · $554K
- CECOCeco Environmental Corp<0.1% · $519K
- EVEREverquote Inc - Class A<0.1% · $697K
- MLRMiller Industries Inc/tenn<0.1% · $513K
- HIMSHims & Hers Health Inc<0.1% · $695K
- PHRPhreesia Inc<0.1% · $494K
- WLFCWillis Lease Finance Corp<0.1% · $753K
- ALKTAlkami Technology Inc<0.1% · $570K
- SYMSymbotic Inc<0.1% · $777K
- MIRMMirum Pharmaceuticals Inc<0.1% · $789K
- LASRNlight Inc<0.1% · $599K
- NTRANatera Inc<0.1% · $544K
- AXONAxon Enterprise Inc<0.1% · $763K
- PLNTPlanet Fitness Inc - CL A<0.1% · $637K
- SWIMLatham Group Inc<0.1% · $761K
- NTNXNutanix Inc - A<0.1% · $689K
- XERSXeris Biopharma Holdings Inc<0.1% · $621K
- VISTVista Energy Sab DE CV<0.1% · $672K
- TGTXTG Therapeutics Inc<0.1% · $532K
- RBBNRibbon Communications Inc<0.1% · $522K
- BKDBrookdale Senior Living Inc<0.1% · $585K
- HNSTHonest CO Inc/the<0.1% · $733K
- ADTAdt Inc<0.1% · $618K
- PBIPitney Bowes Inc<0.1% · $744K
- SITMSitime Corp<0.1% · $493K
- AYIAcuity Inc<0.1% · $459K
- XMTRXometry Inc-a<0.1% · $260K
- AEHRAehr Test Systems<0.1% · $272K
- SIONSionna Therapeutics Inc<0.1% · $295K
- TEMTempus AI Inc-cl A<0.1% · $429K
- ASNDUSDAscendis Pharma A/s<0.1% · $469K
- PNTGPennant Group Inc/the<0.1% · $327K
- HEPSD-market Electronic Serv-adr<0.1% · $310K
- ALSNAllison Transmission Holding<0.1% · $417K
- IVVIshares Core S&p 500 Etf<0.1% · $220K
- SGSweetgreen Inc - Class A<0.1% · $337K
- ASTEAstec Industries Inc<0.1% · $457K
- ATECAlphatec Holdings Inc<0.1% · $380K
- YPFYpf S.a.-sponsored Adr<0.1% · $431K
- INTAIntapp Inc<0.1% · $289K
- TDUPThredup Inc - Class A<0.1% · $397K
- KRUSKura Sushi Usa Inc-class A<0.1% · $377K
- DOCSDoximity Inc-class A<0.1% · $363K
- PLTRPalantir Technologies Inc-a<0.1% · $334K
- RHLDResolute Holdings Manag<0.1% · $457K
- AXSMAxsome Therapeutics Inc<0.1% · $337K
- CPFCentral Pacific Financial CO<0.1% · $482K
- WALWestern Alliance Bancorp<0.1% · $428K
- LUXELuxexperience BV<0.1% · $242K
- BFLYButterfly Network Inc<0.1% · $270K
- TTANServicetitan Inc-a<0.1% · $371K
Added to (4)
Trimmed (46)
- AMZNAmazon.com Inc-22% shares · 9.4% · $3.05B
- IWFIshares Russell 1000 Growth-41% shares · 0.3% · $96M
- ADPAutomatic Data Processing-43% shares · 0.1% · $29M
- SPOTSpotify Technology S A-24% shares · 0.1% · $23M
- MDTMedtronic Plc-63% shares · 0.1% · $20M
- TMETencent Music Entertainm-adr-50% shares · 0.1% · $19M
- NVONovo-nordisk A/s-spons Adr-82% shares · <0.1% · $12M
- ACWIIshares Msci Acwi Etf-77% shares · <0.1% · $11M
- WRBYWarby Parker Inc-class A-28% shares · <0.1% · $2M
- EXLSExlservice Holdings Inc-84% shares · <0.1% · $2M
- UNHUnitedhealth Group Inc-99% shares · <0.1% · $2M
- CNMCore & Main Inc-class A-73% shares · <0.1% · $2M
- AAPLApple Inc-100% shares · <0.1% · $2M
- GSHDGoosehead Insurance Inc -A-73% shares · <0.1% · $2M
- PCTYPaylocity Holding Corp-71% shares · <0.1% · $2M
- ACWXIshares Msci Acwi EX US Etf-62% shares · <0.1% · $1M
- BDCBelden Inc-65% shares · <0.1% · $1M
- HLNEHamilton Lane Inc-class A-81% shares · <0.1% · $1M
- ROADConstruction Partners Inc-a-64% shares · <0.1% · $1M
- CRMSalesforce Inc-40% shares · <0.1% · $1M
- MEDPMedpace Holdings Inc-81% shares · <0.1% · $1M
- NSITInsight Enterprises Inc-77% shares · <0.1% · $1M
- PGNYProgyny Inc-75% shares · <0.1% · $1M
- RMBSRambus Inc-82% shares · <0.1% · $1M
- BROSDutch Bros Inc-class A-78% shares · <0.1% · $1M
- WSCWillscot Holdings Corp-71% shares · <0.1% · $937K
- IBPInstalled Building Products-72% shares · <0.1% · $782K
- SGOVIshares 0-3 Month Treasury B-79% shares · <0.1% · $501K
- LVSLas Vegas Sands Corp-91% shares · <0.1% · $569K
- VTVanguard Tot World Stk Etf-50% shares · <0.1% · $711K
- RVLVRevolve Group Inc-76% shares · <0.1% · $764K
- BLBlackline Inc-91% shares · <0.1% · $270K
- ELFElf Beauty Inc-94% shares · <0.1% · $481K
- QLYSQualys Inc-91% shares · <0.1% · $207K
- CCCCcc Intelligent Solutions HO-92% shares · <0.1% · $390K
- GNRCGenerac Holdings Inc-92% shares · <0.1% · $362K
- TREXTrex Company Inc-92% shares · <0.1% · $324K
- HLIHoulihan Lokey Inc-92% shares · <0.1% · $460K
- CWANClearwater Analytics Hds-a-91% shares · <0.1% · $258K
- FSVFirstservice Corp-92% shares · <0.1% · $392K
- SITESiteone Landscape Supply Inc-91% shares · <0.1% · $220K
- AAONAaon Inc-94% shares · <0.1% · $236K
- ADSKAutodesk Inc-43% shares · <0.1% · $433K
- AITApplied Industrial Tech Inc-93% shares · <0.1% · $364K
- RGENRepligen Corp-94% shares · <0.1% · $238K
- NKENike Inc -cl B-41% shares · <0.1% · $260K
Exited (27)
- YUMCYum China Holdings Incwas <0.1% of book
- TECHBio-techne Corpwas <0.1% of book
- EPAMEpam Systems Incwas <0.1% of book
- KNSLKinsale Capital Group Incwas <0.1% of book
- IWMIshares Russell 2000 Etfwas <0.1% of book
- POOLPool Corpwas <0.1% of book
- BLDTopbuild Corpwas <0.1% of book
- DTDynatrace Incwas <0.1% of book
- MKTXMarketaxess Holdings Incwas <0.1% of book
- SAIASaia Incwas <0.1% of book
- ENTGEntegris Incwas <0.1% of book
- MORNMorningstar Incwas <0.1% of book
- CIGIColliers Intl Gr-subord Votwas <0.1% of book
- SKILSkillsoft Corpwas <0.1% of book
- LGIHLgi Homes Incwas <0.1% of book
- AMNAmn Healthcare Services Incwas <0.1% of book
- FNDFloor & Decor Holdings Inc-awas <0.1% of book
- BILSS Spdr BB 1-3m T-bill Etfwas <0.1% of book
- BWMNBowman Consulting Group Ltdwas <0.1% of book
- BSYBentley Systems Inc-class Bwas <0.1% of book
- FIXComfort Systems Usa Incwas <0.1% of book
- PEverpure Inc-awas <0.1% of book
- MANHManhattan Associates Incwas <0.1% of book
- WINGWingstop Incwas <0.1% of book
- IOOIshares Global 100 Etfwas <0.1% of book
- IWOIshares Russell 2000 Growthwas <0.1% of book
- TTEKTetra Tech Incwas <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.