Polen Capital Purchases in Q1 2025

Polen Capital Management LLC

  • $31.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AON
Aon PLC

Financial Services
2.29M
+ 318.13%
$348.44 - $409.32 $797M - $937M
3.01M $1.2B
SBUX
Starbucks Corp

Consumer Cyclical
5.13M
New
$91.75 - $115.81 $471M - $595M
5.13M $504M
LLY
Eli Lilly & CO

Healthcare
459K
+ 35.45%
$725.72 - $929.72 $333M - $427M
1.75M $1.45B
ZTS
Zoetis Inc.

Healthcare
1.31M
+ 17.55%
$156.48 - $175.67 $206M - $231M
8.8M $1.45B
WTW
Willis Towers Watson PLC

Financial Services
238K
+ 185.05%
$306.61 - $340.78 $73M - $81.1M
367K $124M
MELI
Mercadolibre Inc

Consumer Cyclical
31.9K
+ 87.28%
$1739.0 - $2260.0 $55.5M - $72.2M
68.5K $134M
CSGP
Costar Group, Inc.

Real Estate
105K
+ 1.61%
$69.29 - $80.37 $7.25M - $8.41M
6.6M $523M
TME
Tencent Music Entertainment Group

Communication Services
919K
+ 86.75%
$10.28 - $15.09 $9.45M - $13.9M
1.98M $28.5M
ACWI
Ishares Msci Acwi ETF

ETFs
67K
+ 21.08%
$115.16 - $124.13 $7.72M - $8.32M
385K $44.8M
NU
Nu Holdings Ltd.

Financial Services
726K
+ 32.37%
$10.12 - $13.95 $7.35M - $10.1M
2.97M $30.4M
MEDP
Medpace Holdings, Inc.

Healthcare
8.24K
+ 50.81%
$304.69 - $360.97 $2.51M - $2.98M
24.5K $7.45M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
17.7K
+ 318.37%
$100.34 - $100.68 $1.78M - $1.79M
23.3K $2.35M
PGNY
Progyny, Inc.

Healthcare
798
+ 0.31%
$17.43 - $23.88 $13.9K - $19.1K
262K $5.84M
TECH
Bio Techne Corp

Healthcare
25.6K
+ 123.09%
$58.47 - $78.75 $1.49M - $2.01M
46.3K $2.72M
SAIA
Saia Inc

Industrials
2.46K
New
$349.29 - $508.47 $861K - $1.25M
2.46K $860K
TREX
Trex CO Inc

Industrials
22.5K
+ 39.94%
$54.0 - $74.44 $1.21M - $1.67M
78.7K $4.57M
EPAM
Epam Systems, Inc.

Technology
3.06K
+ 22.73%
N/A
16.5K $3.06M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.24K
New
$91.45 - $91.75 $479K - $481K
5.24K $480K
RMBS
Rambus Inc

Technology
9.86K
+ 9.93%
$51.55 - $68.59 $508K - $676K
109K $5.65M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.53K
New
$254.58 - $302.92 $389K - $463K
1.53K $390K
MANH
Manhattan Associates Inc

Technology
2.23K
New
$163.5 - $295.1 $364K - $657K
2.23K $385K
FIX
Comfort Systems Usa Inc

Industrials
1.17K
New
$313.26 - $550.27 $365K - $642K
1.17K $375K
BDC
Belden Inc.

Technology
6.48K
+ 26.81%
$99.82 - $122.07 $647K - $791K
30.7K $3.07M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
47
+ 0.05%
$42.3 - $53.69 $1.99K - $2.52K
86K $4.48M
WING
Wingstop Inc.

Consumer Cyclical
1.48K
New
$207.0 - $311.93 $306K - $460K
1.48K $332K
AIT
Applied Industrial Technologies Inc

Industrials
2.6K
+ 14.03%
$218.93 - $269.18 $570K - $701K
21.2K $4.77M
FN
Fabrinet

Technology
2.64K
+ 20.98%
$183.66 - $267.24 $486K - $707K
15.2K $3.01M
CATH
Global X Fds Global X S&P 500

ETFs
5.69K
+ 11.95%
$66.14 - $74.2 $376K - $422K
53.3K $3.6M
AAON
Aaon, Inc.

Industrials
17.9K
+ 56.75%
$73.52 - $136.95 $1.32M - $2.45M
49.5K $3.86M
PCTY
Paylocity Holding Corp

Technology
2.65K
+ 9.23%
$183.21 - $217.86 $485K - $577K
31.3K $5.87M
CLBT
Cellebrite Di Ltd.

Technology
4.75K
+ 47.09%
$16.78 - $26.0 $79.8K - $124K
14.8K $288K
AMN
Amn Healthcare Services Inc

Healthcare
422
+ 1.11%
$23.07 - $28.1 $9.74K - $11.9K
38.6K $943K
NSIT
Insight Enterprises Inc

Technology
702
+ 1.69%
$149.36 - $174.13 $105K - $122K
42.1K $6.32M
ENTG
Entegris Inc

Technology
513
+ 4.65%
$87.48 - $109.53 $44.9K - $56.2K
11.5K $1.01M
IWM
Ishares Russell 2000 ETF

ETFs
355
+ 3.55%
$198.1 - $229.79 $70.3K - $81.6K
10.4K $2.07M
ROAD
Construction Partners, Inc.

Industrials
2.79K
+ 8.7%
$67.61 - $93.18 $188K - $260K
34.8K $2.5M
DLO
D Local LTD

Technology
191
+ 0.03%
$8.23 - $14.0 $1.57K - $2.67K
628K $5.23M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
7.85K
+ 12.77%
$62.41 - $133.91 $490K - $1.05M
69.3K $4.35M
ORCL
Oracle Corp

Technology
1.89M
+ 17.58%
$139.81 - $186.47 $264M - $352M
12.6M $1.76B
GLOB
Globant S.A.

Technology
140K
+ 22.05%
$117.72 - $228.73 $16.5M - $32M
774K $91.2M
Activity Summary
Buys All Purchases 41 New Holdings 7 Increased Positions 34 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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