What Polen Capital Management bought and sold in Q3 2025
In Q3 2025, Polen Capital Management (Polen Capital Management) opened 52 new positions — including AVGO (4.8%), BSX (1.8%), SNPS (1.7%), added to 39, trimmed 50, exited 55 (NVO, LOMA, GGAL). The book stood at $30.80B across 232 positions, filed Nov 12, 2025.
52New39Added50Trimmed55Exited
New positions (52)
- AVGOBroadcom Inc4.8% · $1.48B
- BSXBoston Scientific Corp1.8% · $547M
- SNPSSynopsys Inc1.7% · $515M
- INTUIntuit Inc1.5% · $452M
- TSMTaiwan Semiconductor-sp Adr0.2% · $49M
- HYGIshr Ibx Usd Hiyld CB Etf-ui0.1% · $16M
- RSPInvesco S&p 500 Equal Weight<0.1% · $8M
- AMPXAmprius Technologies Inc<0.1% · $4M
- QQEWFirst Trust Nasdaq-100 Selec<0.1% · $3M
- VOVanguard Mid-cap Etf<0.1% · $3M
- FSLRFirst Solar Inc<0.1% · $2M
- HHHHoward Hughes Holdings Inc<0.1% · $2M
- ABCLAbcellera Biologics Inc<0.1% · $1M
- YOUClear Secure Inc -class A<0.1% · $964K
- AXAxos Financial Inc<0.1% · $777K
- PEverpure Inc-a<0.1% · $500K
- PGProcter & Gamble Co/the<0.1% · $745K
- ZZillow Group Inc - C<0.1% · $504K
- REALRealreal Inc/the<0.1% · $766K
- KOCoca-cola Co/the<0.1% · $696K
- NSSCNapco Security Technologies<0.1% · $540K
- CHEFChefs' Warehouse Inc/the<0.1% · $554K
- MLIMueller Industries Inc<0.1% · $503K
- PEPPepsico Inc<0.1% · $636K
- BABAAlibaba Group Holding-sp Adr<0.1% · $509K
- CAVACava Group Inc<0.1% · $479K
- MCDMcdonald's Corp<0.1% · $504K
- SRRKScholar Rock Holding Corp<0.1% · $673K
- SESSes AI Corp<0.1% · $667K
- AVAVAerovironment Inc<0.1% · $357K
- BEAMBeam Therapeutics Inc<0.1% · $222K
- UPWKUpwork Inc<0.1% · $211K
- SVVSavers Value Village Inc<0.1% · $173K
- UUnity Software Inc<0.1% · $346K
- ALNYAlnylam Pharmaceuticals Inc<0.1% · $316K
- APPFAppfolio Inc - A<0.1% · $208K
- AWIArmstrong World Industries<0.1% · $233K
- BIDUBaidu Inc - Spon Adr<0.1% · $450K
- CHWYChewy Inc - Class A<0.1% · $207K
- VOEVanguard Mid-cap Value Etf<0.1% · $349K
- GWREGuidewire Software Inc<0.1% · $207K
- RBRKRubrik Inc-a<0.1% · $247K
- MVSTMicrovast Holdings Inc<0.1% · $436K
- METAMeta Platforms Inc-class A<0.1% · $395K
- NMRKNewmark Group Inc-class A<0.1% · $207K
- IHRTIheartmedia Inc - Class A<0.1% · $407K
- EOSEEos Energy Enterprises Inc<0.1% · $240K
- KODKodiak Sciences Inc<0.1% · $353K
- BRLTBrilliant Earth Group Inc-a<0.1% · $92K
- NXENexgen Energy Ltd<0.1% · $110K
- AURAurora Innovation Inc<0.1% · $99K
- BBBYBed Bath & Beyond Inc<0.1% · $148K
Added to (39)
- NVDANvidia Corp+36850% shares · 3.8% · $1.17B
- UBERUber Technologies Inc+24572% shares · 1.5% · $448M
- ACWIIshares Msci Acwi Etf+115% shares · 0.1% · $26M
- MNDYMonday Com Ltd+29% shares · 0.1% · $24M
- BEBloom Energy Corp- A+92% shares · <0.1% · $11M
- VISTVista Energy Sab DE CV+1400% shares · <0.1% · $7M
- METCRamaco Resources Inc-a+193% shares · <0.1% · $6M
- MODModine Manufacturing CO+68% shares · <0.1% · $5M
- ADPTAdaptive Biotechnologies+105% shares · <0.1% · $4M
- AAPLApple Inc+80% shares · <0.1% · $4M
- ACWXIshares Msci Acwi EX US Etf+179% shares · <0.1% · $4M
- TSLATesla Inc+28% shares · <0.1% · $4M
- PRCHPorch Group Inc+61% shares · <0.1% · $4M
- HCIHci Group Inc+30% shares · <0.1% · $3M
- CECOCeco Environmental Corp+229% shares · <0.1% · $3M
- PTONPeloton Interactive Inc-a+51% shares · <0.1% · $3M
- WWayfair Inc- Class A+73% shares · <0.1% · $3M
- IEIvanhoe Electric Inc / US+64% shares · <0.1% · $2M
- CORTCorcept Therapeutics Inc+31% shares · <0.1% · $2M
- ASPIAsp Isotopes Inc+33% shares · <0.1% · $2M
- MIRMirion Technologies Inc+33% shares · <0.1% · $2M
- BBSIBarrett Business Svcs Inc+22% shares · <0.1% · $2M
- LASRNlight Inc+70% shares · <0.1% · $2M
- RHLDResolute Holdings Manag+46% shares · <0.1% · $2M
- BKDBrookdale Senior Living Inc+99% shares · <0.1% · $1M
- GHGuardant Health Inc+70% shares · <0.1% · $1M
- TEMTempus AI Inc-cl A+149% shares · <0.1% · $1M
- PTGXProtagonist Therapeutics Inc+27% shares · <0.1% · $1M
- SWIMLatham Group Inc+40% shares · <0.1% · $1M
- ELFElf Beauty Inc+68% shares · <0.1% · $858K
- SIONSionna Therapeutics Inc+84% shares · <0.1% · $919K
- ARLOArlo Technologies Inc+23% shares · <0.1% · $1M
- ASTEAstec Industries Inc+65% shares · <0.1% · $872K
- TDUPThredup Inc - Class A+108% shares · <0.1% · $1M
- PBIPitney Bowes Inc+30% shares · <0.1% · $1M
- ATECAlphatec Holdings Inc+51% shares · <0.1% · $752K
- DOCSDoximity Inc-class A+22% shares · <0.1% · $527K
- WALWestern Alliance Bancorp+21% shares · <0.1% · $577K
- SGSweetgreen Inc - Class A+77% shares · <0.1% · $320K
Trimmed (50)
- ORCLOracle Corp-22% shares · 8.5% · $2.61B
- SHOPShopify Inc - Class A-25% shares · 5.3% · $1.64B
- VVisa Inc-class A Shares-23% shares · 4.8% · $1.48B
- GOOGAlphabet Inc-cl C-29% shares · 3.7% · $1.13B
- ABTAbbott Laboratories-30% shares · 3.2% · $994M
- ADBEAdobe Inc-45% shares · 2.1% · $655M
- NFLXNetflix Inc-41% shares · 1.9% · $574M
- ABNBAirbnb Inc-class A-46% shares · 1.6% · $483M
- WDAYWorkday Inc-class A-48% shares · 1.5% · $448M
- MELIMercadolibre Inc-20% shares · 0.4% · $116M
- GOOGLAlphabet Inc-cl A-24% shares · 0.4% · $115M
- SAPSap Se-sponsored Adr-29% shares · 0.3% · $92M
- WTWWillis Towers Watson Plc Ltd-30% shares · 0.2% · $76M
- TMOThermo Fisher Scientific Inc-95% shares · 0.2% · $56M
- NUNU Hldgs Ltd-38% shares · 0.1% · $25M
- ASMLAsml Holding N V-56% shares · 0.1% · $19M
- TMETencent Music Entertainm-adr-43% shares · <0.1% · $13M
- MDTMedtronic Plc-47% shares · <0.1% · $12M
- SPOTSpotify Technology S A-62% shares · <0.1% · $8M
- IBNIcici Bank Ltd-spon Adr-55% shares · <0.1% · $7M
- CATHGlobal X S&p 500 CA Val Etf-34% shares · <0.1% · $3M
- ITGartner Inc-99% shares · <0.1% · $2M
- KTOSKratos Defense & Security-31% shares · <0.1% · $2M
- TLNTalen Energy Corp-31% shares · <0.1% · $2M
- CVLTCommvault Systems Inc-21% shares · <0.1% · $2M
- WRBYWarby Parker Inc-class A-37% shares · <0.1% · $2M
- CRSCarpenter Technology-36% shares · <0.1% · $1M
- IRSIrsa -sp Adr-42% shares · <0.1% · $1M
- ACHRArcher Aviation Inc-a-58% shares · <0.1% · $781K
- LTHLife Time Group Holdings Inc-33% shares · <0.1% · $904K
- UTIUniversal Technical Institut-47% shares · <0.1% · $822K
- CRMSalesforce Inc-25% shares · <0.1% · $889K
- REAXReal Brokerage Inc/the-42% shares · <0.1% · $981K
- GRALGrail Inc-24% shares · <0.1% · $986K
- VSTVistra Corp-54% shares · <0.1% · $534K
- GPGIGpgi Inc-75% shares · <0.1% · $695K
- EVEREverquote Inc - Class A-28% shares · <0.1% · $477K
- TMDXTransmedics Group Inc-50% shares · <0.1% · $638K
- ADPAutomatic Data Processing-97% shares · <0.1% · $722K
- UNHUnitedhealth Group Inc-76% shares · <0.1% · $512K
- NGVCNatural Grocers BY Vitamin C-58% shares · <0.1% · $571K
- TWLOTwilio Inc - A-77% shares · <0.1% · $301K
- NTESNetease Inc-adr-37% shares · <0.1% · $406K
- WLFCWillis Lease Finance Corp-51% shares · <0.1% · $353K
- SYMSymbotic Inc-58% shares · <0.1% · $452K
- AXONAxon Enterprise Inc-68% shares · <0.1% · $215K
- OSCROscar Health Inc - Class A-55% shares · <0.1% · $408K
- MEDPMedpace Holdings Inc-83% shares · <0.1% · $407K
- RBBNRibbon Communications Inc-33% shares · <0.1% · $332K
- TTANServicetitan Inc-a-35% shares · <0.1% · $226K
Exited (55)
- NVONovo-nordisk A/s-spons Adrwas <0.1% of book
- LOMALoma Negra Cia Ind-spon Adrwas <0.1% of book
- GGALGrupo Financiero Galicia-adrwas <0.1% of book
- EXLSExlservice Holdings Incwas <0.1% of book
- ENVXEnovix Corpwas <0.1% of book
- CNMCore & Main Inc-class Awas <0.1% of book
- GSHDGoosehead Insurance Inc -Awas <0.1% of book
- PCTYPaylocity Holding Corpwas <0.1% of book
- BDCBelden Incwas <0.1% of book
- HLNEHamilton Lane Inc-class Awas <0.1% of book
- ITRIItron Incwas <0.1% of book
- SHAKShake Shack Inc - Class Awas <0.1% of book
- IOTSamsara Inc-cl Awas <0.1% of book
- NSITInsight Enterprises Incwas <0.1% of book
- PGNYProgyny Incwas <0.1% of book
- RMBSRambus Incwas <0.1% of book
- BROSDutch Bros Inc-class Awas <0.1% of book
- HQYHealthequity Incwas <0.1% of book
- SUPVGrupo Supervielle Sa-sp Adrwas <0.1% of book
- SFMSprouts Farmers Market Incwas <0.1% of book
- WSCWillscot Holdings Corpwas <0.1% of book
- OLLIOllie's Bargain Outlet Holdiwas <0.1% of book
- ADMAAdma Biologics Incwas <0.1% of book
- IBPInstalled Building Productswas <0.1% of book
- MLRMiller Industries Inc/tennwas <0.1% of book
- PHRPhreesia Incwas <0.1% of book
- ALKTAlkami Technology Incwas <0.1% of book
- LVSLas Vegas Sands Corpwas <0.1% of book
- PLNTPlanet Fitness Inc - CL Awas <0.1% of book
- TGTXTG Therapeutics Incwas <0.1% of book
- SITMSitime Corpwas <0.1% of book
- RVLVRevolve Group Incwas <0.1% of book
- HNSTHonest CO Inc/thewas <0.1% of book
- BLBlackline Incwas <0.1% of book
- QLYSQualys Incwas <0.1% of book
- CCCCcc Intelligent Solutions HOwas <0.1% of book
- GNRCGenerac Holdings Incwas <0.1% of book
- TREXTrex Company Incwas <0.1% of book
- PNTGPennant Group Inc/thewas <0.1% of book
- HEPSD-market Electronic Serv-adrwas <0.1% of book
- HLIHoulihan Lokey Incwas <0.1% of book
- ALSNAllison Transmission Holdingwas <0.1% of book
- CWANClearwater Analytics Hds-awas <0.1% of book
- FSVFirstservice Corpwas <0.1% of book
- IVVIshares Core S&p 500 Etfwas <0.1% of book
- YPFYpf S.a.-sponsored Adrwas <0.1% of book
- INTAIntapp Incwas <0.1% of book
- KRUSKura Sushi Usa Inc-class Awas <0.1% of book
- PLTRPalantir Technologies Inc-awas <0.1% of book
- SITESiteone Landscape Supply Incwas <0.1% of book
- AAONAaon Incwas <0.1% of book
- AXSMAxsome Therapeutics Incwas <0.1% of book
- AITApplied Industrial Tech Incwas <0.1% of book
- RGENRepligen Corpwas <0.1% of book
- BFLYButterfly Network 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.