Polen Capital Sells in Q2 2025

Polen Capital Management LLC

  • $32.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBP
Installed Building Products, Inc.

Consumer Cyclical
-11.3K
- 72.3%
$153.99 - $182.0 $1.74M - $2.06M
4.34K $781K
QLYS
Qualys, Inc.

Technology
-15.3K
- 91.33%
$115.21 - $142.87 $1.76M - $2.18M
1.45K $207K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-18.3K
- 78.66%
$100.35 - $100.71 $1.84M - $1.85M
4.97K $500K
BDC
Belden Inc.

Technology
-20K
- 65.17%
$87.1 - $116.54 $1.74M - $2.33M
10.7K $1.24M
FN
Fabrinet

Technology
-11.2K
- 73.13%
$171.03 - $298.93 $1.91M - $3.33M
4.1K $1.21M
ROAD
Construction Partners, Inc.

Industrials
-22.2K
- 63.84%
$68.75 - $110.36 $1.53M - $2.45M
12.6K $1.34M
PDD
Pinduoduo Inc.

Consumer Cyclical
-1.88K
- 2.85%
$88.35 - $122.19 $166K - $230K
64.3K $6.73M
CRM
Salesforce, Inc.

Technology
-3.27K
- 39.58%
$236.26 - $291.15 $772K - $951K
4.99K $1.36M
VT
Vanguard Total World Stk Index

ETFs
-5.43K
- 49.5%
$103.16 - $128.52 $560K - $697K
5.53K $711K
WRBY
Warby Parker Inc.

Healthcare
-41.9K
- 28.47%
$14.0 - $22.6 $586K - $946K
105K $2.31M
NKE
Nike, Inc.

Consumer Cyclical
-2.56K
- 41.15%
$53.27 - $72.04 $136K - $184K
3.65K $259K
CATH
Global X Fds Global X S&P 500

ETFs
-6.32K
- 11.86%
$59.85 - $75.45 $378K - $477K
47K $3.55M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-1.25K
- 13.88%
$103.49 - $133.44 $129K - $167K
7.75K $1.02M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-715
- 14.46%
$57.41 - $74.81 $41K - $53.5K
4.23K $314K
NTES
Net Ease, Inc.

Communication Services
-79
- 1.83%
$91.37 - $134.58 $7.22K - $10.6K
4.24K $570K
VUG
Vanguard Growth ETF

ETFs
-1.68K
- 11.53%
$329.49 - $438.4 $554K - $737K
12.9K $5.66M
HDB
Hdfc Bank LTD

Financial Services
-80.4K
- 12.35%
$63.78 - $77.48 $5.13M - $6.23M
571K $43.8M
ASML
Asml Holding Nv

Technology
-8.15K
- 15.48%
$595.37 - $815.24 $4.85M - $6.65M
44.5K $35.7M
SPOT
Spotify Technology S.A.

Communication Services
-9.3K
- 24.01%
$503.3 - $775.9 $4.68M - $7.22M
29.4K $22.6M
DLO
D Local LTD

Technology
-21.7K
- 3.45%
$7.88 - $11.79 $171K - $255K
606K $6.87M
SAP
Sap Se

Technology
-56.2K
- 10.36%
$237.53 - $309.8 $13.4M - $17.4M
486K $148M
GOOG
Alphabet Inc.

Communication Services
-872K
- 11.73%
$146.58 - $180.01 $128M - $157M
6.56M $1.16B
NU
Nu Holdings Ltd.

Financial Services
-483K
- 16.26%
$9.6 - $13.72 $4.64M - $6.63M
2.49M $34.1M
MELI
Mercadolibre Inc

Consumer Cyclical
-6.35K
- 9.26%
$1794.73 - $2613.63 $11.4M - $16.6M
62.2K $163M
ABNB
Airbnb, Inc.

Consumer Cyclical
-372K
- 4.82%
$105.69 - $140.64 $39.4M - $52.4M
7.35M $973M
SHOP
Shopify Inc.

Technology
-580K
- 3.8%
$76.89 - $115.35 $44.6M - $66.9M
14.7M $1.69B
NFLX
Netflix Inc

Communication Services
-72.8K
- 8.2%
$855.86 - $1339.13 $62.3M - $97.5M
815K $1.09B
MSFT
Microsoft Corp

Technology
-515K
- 8.67%
$354.56 - $497.45 $183M - $256M
5.43M $2.7B
ORCL
Oracle Corp

Technology
-626K
- 4.96%
$122.82 - $218.63 $76.9M - $137M
12M $2.62B
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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