Polen Capital Reduced Holdings in Q2 2025

Polen Capital Management LLC

  • $32.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.67M
- 99.68%
$172.42 - $223.89 $461M - $598M
8.53K $1.75M
UNH
Unitedhealth Group Inc

Healthcare
-1.03M
- 99.4%
$274.35 - $599.47 $283M - $618M
6.17K $1.93M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.83M
- 21.56%
$167.32 - $223.3 $640M - $854M
13.9M $3.05B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-132K
- 5.69%
$390.26 - $489.06 $51.6M - $64.6M
2.19M $888M
AON
Aon PLC

Financial Services
-262K
- 8.71%
$335.85 - $398.81 $88M - $105M
2.75M $980M
ZTS
Zoetis Inc.

Healthcare
-376K
- 4.27%
$144.41 - $170.3 $54.3M - $64M
8.42M $1.31B
ACN
Accenture PLC

Technology
-261K
- 8.14%
$279.23 - $323.21 $73M - $84.5M
2.95M $881M
V
Visa Inc.

Financial Services
-413K
- 6.85%
$308.27 - $373.31 $127M - $154M
5.61M $1.99B
LLY
Eli Lilly & CO

Healthcare
-16.7K
- 0.95%
$713.71 - $898.95 $11.9M - $15M
1.74M $1.35B
MA
Mastercard Inc

Financial Services
-219K
- 6.82%
$479.92 - $590.74 $105M - $129M
2.99M $1.68B
WDAY
Workday, Inc.

Technology
-373K
- 9.45%
$210.47 - $274.71 $78.4M - $102M
3.57M $857M
ABT
Abbott Laboratories

Healthcare
-716K
- 6.29%
$123.95 - $138.08 $88.8M - $98.9M
10.7M $1.45B
NVO
Novo Nordisk A S

Healthcare
-823K
- 82.17%
$58.08 - $81.05 $47.8M - $66.7M
179K $12.3M
MSCI
Msci Inc.

Financial Services
-127K
- 6.78%
$506.56 - $576.74 $64.2M - $73.1M
1.74M $1B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-160K
- 41.48%
$320.42 - $424.58 $51.2M - $67.9M
226K $95.8M
MDT
Medtronic PLC

Healthcare
-395K
- 62.69%
$80.68 - $88.86 $31.8M - $35.1M
235K $20.5M
IT
Gartner Inc

Technology
-56.3K
- 6.74%
$377.5 - $449.52 $21.3M - $25.3M
779K $315M
ACWI
Ishares Msci Acwi ETF

ETFs
-296K
- 76.99%
$103.59 - $128.6 $30.7M - $38.1M
88.6K $11.4M
ICLR
Icon PLC

Healthcare
-94.6K
- 14.9%
$126.62 - $168.7 $12M - $16M
540K $78.6M
WTW
Willis Towers Watson PLC

Financial Services
-52.5K
- 14.31%
$295.96 - $337.43 $15.5M - $17.7M
314K $96.3M
ADP
Automatic Data Processing Inc

Industrials
-72K
- 43.23%
$276.76 - $326.81 $19.9M - $23.5M
94.5K $29.2M
EXLS
Exl Service Holdings, Inc.

Technology
-218K
- 83.77%
$41.85 - $48.48 $9.12M - $10.6M
42.2K $1.85M
TME
Tencent Music Entertainment Group

Communication Services
-987K
- 49.87%
$11.97 - $19.49 $11.8M - $19.2M
992K $19.3M
PAYC
Paycom Software, Inc.

Technology
-201K
- 6.5%
$193.07 - $265.71 $38.9M - $53.5M
2.9M $670M
HLNE
Hamilton Lane Inc

Financial Services
-42.3K
- 80.77%
$126.65 - $175.49 $5.35M - $7.42M
10.1K $1.43M
MEDP
Medpace Holdings, Inc.

Healthcare
-19.9K
- 81.17%
$277.23 - $315.28 $5.51M - $6.26M
4.61K $1.45M
GSHD
Goosehead Insurance, Inc.

Financial Services
-44.9K
- 73.3%
$93.19 - $121.83 $4.19M - $5.48M
16.4K $1.73M
NSIT
Insight Enterprises Inc

Technology
-32.2K
- 76.51%
$128.11 - $147.65 $4.13M - $4.76M
9.9K $1.37M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-127K
- 90.64%
$30.7 - $44.12 $3.89M - $5.58M
13.1K $568K
HLI
Houlihan Lokey, Inc.

Financial Services
-29.7K
- 92.09%
$141.59 - $182.75 $4.21M - $5.43M
2.56K $459K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-503K
- 92.38%
$8.28 - $9.42 $4.17M - $4.74M
41.5K $390K
FSV
First Service Corp

Real Estate
-27.4K
- 92.42%
$158.93 - $179.74 $4.35M - $4.93M
2.25K $392K
PGNY
Progyny, Inc.

Healthcare
-197K
- 75.28%
$20.52 - $23.42 $4.04M - $4.61M
64.7K $1.42M
AIT
Applied Industrial Technologies Inc

Industrials
-19.6K
- 92.6%
$206.03 - $243.28 $4.04M - $4.77M
1.57K $363K
RMBS
Rambus Inc

Technology
-89K
- 81.55%
$42.9 - $64.02 $3.82M - $5.7M
20.1K $1.29M
TREX
Trex CO Inc

Industrials
-72.8K
- 92.43%
$50.52 - $61.77 $3.68M - $4.5M
5.96K $324K
PCTY
Paylocity Holding Corp

Technology
-22.1K
- 70.57%
$172.54 - $201.04 $3.82M - $4.45M
9.22K $1.67M
CNM
Core & Main, Inc.

Industrials
-90.9K
- 72.78%
$44.53 - $60.36 $4.05M - $5.49M
34K $2.05M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-65.5K
- 94.43%
$49.95 - $128.54 $3.27M - $8.41M
3.86K $480K
GNRC
Generac Holdings Inc.

Industrials
-30.9K
- 92.43%
$101.92 - $143.21 $3.15M - $4.42M
2.53K $362K
RGEN
Repligen Corp

Healthcare
-29K
- 93.8%
$108.89 - $145.23 $3.16M - $4.21M
1.92K $238K
AAON
Aaon, Inc.

Industrials
-46.3K
- 93.52%
$71.78 - $106.87 $3.32M - $4.94M
3.2K $236K
BROS
Dutch Bros Inc.

Consumer Cyclical
-53.5K
- 78.48%
$51.37 - $73.72 $2.75M - $3.94M
14.7K $1M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-113K
- 90.56%
$21.27 - $26.73 $2.41M - $3.02M
11.8K $258K
RVLV
Revolve Group, Inc.

Consumer Cyclical
-122K
- 76.24%
$17.07 - $22.57 $2.09M - $2.76M
38.1K $763K
BL
Blackline, Inc.

Technology
-50.3K
- 91.36%
$42.27 - $58.22 $2.13M - $2.93M
4.76K $269K
SITE
Site One Landscape Supply, Inc.

Industrials
-19.5K
- 91.47%
$104.79 - $127.3 $2.05M - $2.48M
1.82K $220K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-82.7K
- 70.76%
$22.25 - $30.3 $1.84M - $2.51M
34.2K $936K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-36.7K
- 62.43%
$49.48 - $61.22 $1.82M - $2.25M
22.1K $1.35M
Activity Summary
Buys All Purchases 160 New Holdings 151 Increased Positions 9 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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