Polen Capital Management LLC
| Period: | Q2 2025 |
| Portfolio date: | Jun 30, 2025 |
| No. of stocks: | 240 |
| Portfolio value: | $32.6B |
Viewing historical Q2 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| AMZN · Amazon Com Inc. | 9.37 | Reduce 21.56% | 13,921,840 | $219.39 | $3,054,312,473 | $272.68 | +24.29% | $196.00 | $278.56 |
| MSFT · Microsoft Corp. | 8.28 | Reduce 8.67% | 5,426,123 | $497.41 | $2,699,008,078 | $415.06 | -16.56% | $356.28 | $555.45 |
| ORCL · Oracle Corp. | 8.04 | Reduce 4.96% | 11,983,204 | $218.63 | $2,619,887,945 | $195.95 | -10.37% | $134.57 | $345.72 |
| V · Visa, Inc. | 6.11 | Reduce 6.85% | 5,611,098 | $355.05 | $1,992,220,328 | $318.79 | -10.21% | $293.89 | $375.51 |
| SHOP · Shopify Inc. | 5.20 | Reduce 3.80% | 14,690,160 | $115.35 | $1,694,509,943 | $110.50 | -4.20% | $99.01 | $182.19 |
| MA · Mastercard Inc. | 5.16 | Reduce 6.82% | 2,992,048 | $561.94 | $1,681,351,455 | $495.48 | -11.83% | $480.50 | $601.77 |
| ABT · Abbott Labs | 4.45 | Reduce 6.29% | 10,669,498 | $136.01 | $1,451,158,449 | $84.32 | -38.00% | $84.08 | $139.06 |
| LLY · Eli Lilly & Co. | 4.16 | Reduce 0.95% | 1,737,910 | $779.53 | $1,354,753,358 | $948.45 | +21.67% | $623.78 | $1133.95 |
| ZTS · Zoetis Inc. | 4.03 | Reduce 4.27% | 8,421,026 | $155.95 | $1,313,259,043 | $82.83 | -46.89% | $81.10 | $172.23 |
| ADBE · Adobe Inc. | 3.99 | Add 19.09% | 3,356,781 | $386.88 | $1,298,671,456 | $253.04 | -34.59% | $224.13 | $422.95 |
| NOW · Servicenow Inc. | 3.71 | Add 23.92% | 1,176,895 | $1028.08 | $1,209,941,837 | $91.18 | -91.13% | $81.24 | $211.48 |
| GOOG · Alphabet Inc. | 3.57 | Reduce 11.73% | 6,562,265 | $177.39 | $1,164,080,117 | $400.71 | +125.89% | $156.16 | $402.00 |
| NFLX · Netflix Inc. | 3.35 | Reduce 8.20% | 815,234 | $1339.13 | $1,091,704,546 | $87.48 | -93.47% | $75.01 | $134.12 |
| MSCI · Msci Inc. | 3.08 | Reduce 6.78% | 1,741,389 | $576.74 | $1,004,328,671 | $585.42 | +1.51% | $501.08 | $626.28 |
| AON · Aon Plc | 3.01 | Reduce 8.71% | 2,745,627 | $356.76 | $979,529,926 | $312.79 | -12.32% | $304.59 | $381.00 |
| ABNB · Airbnb Inc. | 2.99 | Reduce 4.82% | 7,354,228 | $132.34 | $973,258,595 | $141.49 | +6.91% | $110.81 | $147.25 |
| TMO · Thermo Fisher Scientific Inc. | 2.73 | Reduce 5.69% | 2,190,348 | $405.46 | $888,098,672 | $465.00 | +14.68% | $385.46 | $643.99 |
| SBUX · Starbucks Corp. | 2.72 | Add 88.35% | 9,668,618 | $91.63 | $885,935,504 | $104.93 | +14.51% | $77.99 | $107.55 |
| G1151C101 · Accenture Plc Ireland | 2.70 | Reduce 8.14% | 2,947,158 | $298.89 | $880,876,004 | — | — | — | — |
| WDAY · Workday Inc. | 2.63 | Reduce 9.45% | 3,571,930 | $240.00 | $857,263,257 | $127.83 | -46.74% | $110.36 | $276.00 |
| PAYC · Paycom Software Inc. | 2.06 | Reduce 6.50% | 2,896,489 | $231.40 | $670,247,486 | $136.87 | -40.85% | $104.90 | $267.76 |
| IDXX · Idexx Labs Inc. | 1.97 | New | 1,195,425 | $536.34 | $641,154,277 | $560.11 | +4.43% | $496.61 | $769.98 |
| CSGP · Costar Group Inc. | 1.71 | Add 4.88% | 6,923,828 | $80.40 | $556,675,810 | $32.77 | -59.24% | $32.71 | $97.43 |
| IT · Gartner Inc. | 0.97 | Reduce 6.74% | 779,216 | $404.22 | $314,974,565 | $158.65 | -60.75% | $139.18 | $451.73 |
| MELI · Mercadolibre Inc. | 0.50 | Reduce 9.26% | 62,189 | $2613.63 | $162,539,156 | $1632.52 | -37.54% | $1593.21 | $2645.22 |
| SAP · Sap Se | 0.45 | Reduce 10.36% | 486,471 | $304.10 | $147,935,796 | $173.70 | -42.88% | $160.66 | $313.28 |
| GOOGL · Alphabet Inc. | 0.34 | Add 1.49% | 620,019 | $176.23 | $109,265,878 | $400.71 | +127.38% | $156.16 | $402.00 |
| WTW · Willis Towers Watson Plc Ltd. | 0.30 | Reduce 14.31% | 314,075 | $306.50 | $96,263,915 | $256.36 | -16.36% | $246.61 | $352.79 |
| 464287614 · Ishares Tr | 0.29 | Reduce 41.48% | 225,609 | $424.58 | $95,788,998 | — | — | — | — |
| ICLR · Icon Plc | 0.24 | Reduce 14.90% | 540,410 | $145.45 | $78,602,580 | $124.49 | -14.41% | $66.57 | $211.00 |
| HDB · Hdfc Bank Ltd. | 0.13 | Reduce 12.35% | 570,679 | $76.67 | $43,753,926 | $25.02 | -67.37% | $23.91 | $39.80 |
| ASML · Asml Holding N.V. | 0.11 | Reduce 15.48% | 44,525 | $801.39 | $35,681,806 | $1592.02 | +98.66% | $683.48 | $1595.31 |
| NU · Nu Hldgs Ltd. | 0.10 | Reduce 16.26% | 2,486,803 | $13.72 | $34,118,941 | $13.80 | +0.58% | $11.71 | $18.98 |
| MNDY · Monday Com Ltd. | 0.09 | Add 36.93% | 97,575 | $314.48 | $30,685,399 | $72.07 | -77.08% | $57.50 | $316.98 |
| ADP · Automatic Data Processing In | 0.09 | Reduce 43.23% | 94,535 | $308.40 | $29,154,595 | $213.00 | -30.94% | $188.16 | $329.93 |
| H5919C104 · On Hldg Ag | 0.08 | Add 105.01% | 489,827 | $52.05 | $25,495,494 | — | — | — | — |
| GLOB · Globant S A | 0.08 | Reduce 64.75% | 272,981 | $90.84 | $24,797,565 | $39.23 | -56.81% | $38.49 | $142.25 |
| SPOT · Spotify Technology S A | 0.07 | Reduce 24.01% | 29,446 | $767.35 | $22,595,264 | $417.83 | -45.55% | $405.00 | $785.00 |
| MDT · Medtronic Plc | 0.06 | Reduce 62.69% | 234,886 | $87.17 | $20,475,022 | $76.15 | -12.64% | $75.91 | $106.33 |
| TME · Tencent Music Entmt Group | 0.06 | Reduce 49.87% | 991,883 | $19.49 | $19,331,800 | $9.24 | -52.59% | $8.78 | $26.70 |
| IBN · Icici Bank Limited | 0.05 | New | 500,475 | $33.64 | $16,835,979 | $26.49 | -21.25% | $25.08 | $34.57 |
| SE · Sea Ltd. | 0.04 | New | 83,932 | $159.94 | $13,424,131 | $86.73 | -45.77% | $77.05 | $199.30 |
| NVO · Novo-Nordisk A S | 0.04 | Reduce 82.17% | 178,669 | $69.02 | $12,331,747 | $46.07 | -33.25% | $35.12 | $81.44 |
| 464288257 · Ishares Tr | 0.03 | Reduce 76.99% | 88,558 | $128.60 | $11,388,570 | — | — | — | — |
| V5633W109 · Makemytrip Limited Mauritius | 0.03 | New | 104,962 | $98.02 | $10,288,389 | — | — | — | — |
| AGX · Argan Inc. | 0.03 | New | 44,821 | $220.48 | $9,882,134 | $680.26 | +208.54% | $169.79 | $742.30 |
| WGS · Genedx Holdings Corp. | 0.02 | New | 80,980 | $92.31 | $7,475,264 | $40.77 | -55.83% | $32.21 | $170.87 |
| DLO · Dlocal Ltd. | 0.02 | Reduce 3.45% | 605,885 | $11.34 | $6,870,736 | $13.70 | +20.81% | $9.21 | $16.78 |
| PDD · Pdd Holdings Inc. | 0.02 | Reduce 2.85% | 64,309 | $104.66 | $6,730,580 | $98.78 | -5.62% | $95.24 | $139.41 |
| BWXT · Bwx Technologies Inc. | 0.02 | New | 41,037 | $144.06 | $5,911,790 | $205.33 | +42.53% | $105.07 | $241.82 |
| 922908736 · Vanguard Index Fds | 0.02 | Reduce 11.53% | 12,907 | $438.41 | $5,658,519 | — | — | — | — |
| POWL · Powell Inds Inc. | 0.02 | New | 25,173 | $210.45 | $5,297,658 | $309.39 | +47.01% | $54.75 | $325.94 |
| VSEC · Vse Corp. | 0.02 | New | 39,583 | $130.98 | $5,184,581 | $193.05 | +47.39% | $123.69 | $232.61 |
| KARO · Karooooo Ltd. | 0.01 | Add 1128.69% | 84,767 | $48.98 | $4,151,888 | $50.20 | +2.49% | $41.25 | $63.36 |
| IESC · Ies Hldgs Inc. | 0.01 | New | 13,821 | $296.23 | $4,094,195 | $666.70 | +125.06% | $235.99 | $688.51 |
| CVNA · Carvana Co. | 0.01 | New | 11,695 | $336.96 | $3,940,747 | $77.94 | -76.87% | $53.44 | $97.38 |
| JOBY · Joby Aviation Inc. | 0.01 | New | 355,465 | $10.55 | $3,750,156 | $10.87 | +3.03% | $6.42 | $20.95 |
| 37954Y889 · Global X Fds | 0.01 | Reduce 11.86% | 46,993 | $75.45 | $3,545,622 | — | — | — | — |
| DAVE · Dave Inc. | 0.01 | New | 12,621 | $268.41 | $3,387,603 | $256.33 | -4.50% | $152.21 | $287.69 |
| CCJ · Cameco Corp. | 0.01 | New | 45,616 | $74.23 | $3,386,076 | $116.75 | +57.28% | $50.03 | $135.24 |
| SMR · Nuscale Pwr Corp. | 0.01 | New | 85,426 | $39.56 | $3,379,453 | $12.55 | -68.28% | $8.85 | $57.42 |
| SOFI · Sofi Technologies Inc. | 0.01 | New | 170,896 | $18.21 | $3,112,016 | $15.75 | -13.51% | $12.74 | $32.73 |
| NVDA · Nvidia Corp. | 0.01 | New | 17,042 | $157.99 | $2,692,466 | $215.22 | +36.22% | $120.28 | $217.80 |
| CRS · Carpenter Technology Corp. | 0.01 | New | 9,475 | $276.38 | $2,618,701 | $427.85 | +54.80% | $212.68 | $475.69 |
| ODD · Oddity Tech Ltd. | 0.01 | New | 33,751 | $75.47 | $2,547,188 | $14.79 | -80.40% | $10.80 | $79.18 |
| WRBY · Warby Parker Inc. Cl A | 0.01 | Reduce 28.47% | 105,204 | $21.93 | $2,307,124 | $29.55 | +34.75% | $14.96 | $31.00 |
| CVLT · Commvault Sys Inc. | 0.01 | New | 13,142 | $174.33 | $2,291,045 | — | — | — | — |
| 450047303 · Irsa Inversiones Y Rep S A | 0.01 | New | 163,598 | $13.93 | $2,278,920 | — | — | — | — |
| CRDO · Credo Technology Group Holdi | 0.01 | New | 24,417 | $92.59 | $2,260,770 | $188.50 | +103.59% | $53.28 | $213.80 |
| LMB · Limbach Hldgs Inc. | 0.01 | New | 15,717 | $140.10 | $2,201,952 | $71.67 | -48.84% | $65.08 | $154.05 |
| TSLA · Tesla Inc. | 0.01 | New | 6,722 | $317.66 | $2,135,311 | $428.35 | +34.85% | $273.21 | $498.83 |
| HCI · Hci Group Inc. | 0.01 | New | 13,972 | $152.20 | $2,126,538 | $152.24 | +0.03% | $136.37 | $210.50 |
| ACHR · Archer Aviation Inc. | 0.01 | New | 194,666 | $10.85 | $2,112,126 | — | — | — | — |
| AFRM · Affirm Hldgs Inc. | 0.01 | New | 30,027 | $69.14 | $2,076,067 | $64.01 | -7.42% | $42.09 | $100.00 |
| 54150E104 · Loma Negra C I A S A Mtn 14 | 0.01 | New | 187,687 | $10.97 | $2,058,926 | — | — | — | — |
| CNM · Core & Main Inc. | 0.01 | Reduce 72.78% | 34,013 | $60.35 | $2,052,685 | — | — | — | — |
| ENVX · Enovix Corporation | 0.01 | New | 193,681 | $10.34 | $2,002,662 | — | — | — | — |
| BELFA · Bel Fuse Inc. | 0.01 | New | 20,386 | $97.69 | $1,991,508 | $265.37 | +171.65% | $62.78 | $272.70 |
| GGAL · Grupo Financiero Galicia S.A | 0.01 | New | 39,394 | $50.39 | $1,985,064 | $41.96 | -16.73% | $25.89 | $65.48 |
| UNH · Unitedhealth Group Inc. | 0.01 | Reduce 99.40% | 6,174 | $311.97 | $1,926,106 | $379.98 | +21.80% | $234.60 | $387.21 |
| 20459V105 · Composecure Inc. | 0.01 | New | 135,767 | $14.09 | $1,912,957 | — | — | — | — |
| MOD · Modine Mfg Co. | 0.01 | New | 19,366 | $98.50 | $1,907,551 | $273.00 | +177.16% | $86.48 | $287.30 |
| EXLS · Exlservice Holdings Inc. | 0.01 | Reduce 83.77% | 42,201 | $43.79 | $1,847,982 | — | — | — | — |
| REAX · The Real Brokerage Inc. | 0.01 | New | 401,325 | $4.51 | $1,809,976 | — | — | — | — |
| FTI · Technipfmc Plc | 0.01 | New | 51,582 | $34.44 | $1,776,484 | $70.15 | +103.69% | $28.87 | $77.78 |
| AAPL · Apple Inc. | 0.01 | Reduce 99.68% | 8,526 | $205.17 | $1,749,237 | $293.26 | +42.94% | $193.46 | $294.76 |
| AMSC · American Superconductor Corp. | 0.01 | New | 47,221 | $36.69 | $1,732,538 | $55.19 | +50.42% | $22.62 | $70.49 |
| UBER · Uber Technologies Inc. | 0.01 | New | 18,526 | $93.30 | $1,728,476 | $75.45 | -19.13% | $68.46 | $101.99 |
| GSHD · Goosehead Ins Inc. | 0.01 | Reduce 73.30% | 16,369 | $105.51 | $1,727,093 | $40.86 | -61.27% | $39.64 | $114.76 |
| TLN · Talen Energy Corp. | 0.01 | New | 5,826 | $290.77 | $1,694,026 | $386.37 | +32.88% | $232.34 | $451.28 |
| FTAI · Ftai Aviation Ltd. | 0.01 | New | 14,662 | $115.04 | $1,686,716 | $270.29 | +134.95% | $108.47 | $323.51 |
| PCTY · Paylocity Hldg Corp. | 0.01 | Reduce 70.57% | 9,223 | $181.19 | $1,671,115 | — | — | — | — |
| ATRO · Astronics Corp. | 0.01 | New | 49,791 | $33.48 | $1,667,003 | $75.08 | +124.25% | $27.27 | $83.96 |
| ADPT · Adaptive Biotechnologies Cor | 0.01 | New | 142,257 | $11.65 | $1,657,294 | $13.81 | +18.54% | $8.50 | $20.76 |
| TWLO · Twilio Inc. | 0.01 | New | 13,313 | $124.36 | $1,655,605 | $201.70 | +62.19% | $91.84 | $203.71 |
| BE · Bloom Energy Corp. | 0.01 | New | 68,316 | $23.92 | $1,634,119 | $261.03 | +991.26% | $17.01 | $302.99 |
| UTI · Universal Technical Inst Inc. | 0.00 | New | 48,007 | $33.89 | $1,626,957 | $35.74 | +5.46% | $21.29 | $40.41 |
| KTOS · Kratos Defense & Sec Solutio | 0.00 | New | 34,531 | $46.45 | $1,603,965 | $57.89 | +24.63% | $32.85 | $134.00 |
| 78462F103 · Spdr S&P 500 Etf Tr | 0.00 | Add 78.31% | 2,582 | $617.90 | $1,595,411 | — | — | — | — |
| PRCH · Porch Group Inc. | 0.00 | New | 135,022 | $11.79 | $1,591,909 | $10.97 | -6.96% | $6.36 | $19.44 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
11 sectors represented
Whales with similar holdings to Polen Capital Management LLC
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