Polen Capital Purchases in Q2 2025

Polen Capital Management LLC

  • $32.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IDXX
Idexx Laboratories Inc

Healthcare
1.2M
New
$361.04 - $536.34 $432M - $641M
1.2M $641M
NOW
Service Now, Inc.

Technology
227K
+ 23.92%
$721.65 - $1040.18 $164M - $236M
1.18M $1.21B
SBUX
Starbucks Corp

Consumer Cyclical
4.54M
+ 88.35%
$79.69 - $99.41 $361M - $451M
9.67M $886M
ADBE
Adobe Inc.

Technology
538K
+ 19.09%
$340.0 - $420.68 $183M - $226M
3.36M $1.3B
CSGP
Costar Group, Inc.

Real Estate
322K
+ 4.88%
$72.62 - $83.22 $23.4M - $26.8M
6.92M $557M
IBN
Icici Bank LTD

Financial Services
500K
New
$30.16 - $34.39 $15.1M - $17.2M
500K $16.8M
ONON
On Holding Ag

Consumer Cyclical
251K
+ 105.01%
$37.65 - $60.68 $9.45M - $15.2M
490K $25.5M
GOOGL
Alphabet Inc.

Communication Services
9.11K
+ 1.49%
$144.7 - $178.6 $1.32M - $1.63M
620K $109M
SE
Sea LTD

Consumer Cyclical
83.9K
New
$105.57 - $170.4 $8.86M - $14.3M
83.9K $13.4M
MNDY
Monday.Com Ltd.

Technology
26.3K
+ 36.93%
$217.77 - $314.48 $5.73M - $8.28M
97.6K $30.7M
MMYT
Make My Trip LTD

Consumer Cyclical
105K
New
N/A
105K $9.04M
BWXT
Bwx Technologies, Inc.

Industrials
41K
New
$89.24 - $144.06 $3.66M - $5.91M
41K $5.91M
POWL
Powell Industries Inc

Industrials
25.2K
New
$159.38 - $211.34 $4.01M - $5.32M
25.2K $5.3M
VSEC
Vse Corp

Industrials
39.6K
New
$103.15 - $140.55 $4.08M - $5.56M
39.6K $5.18M
IESC
Ies Holdings, Inc.

Industrials
13.8K
New
$160.58 - $296.23 $2.22M - $4.09M
13.8K $4.09M
CVNA
Carvana Co.

Consumer Cyclical
11.7K
New
$162.57 - $345.64 $1.9M - $4.04M
11.7K $3.94M
KARO
Karooooo Ltd.

Technology
77.9K
+ 1128.69%
$36.9 - $63.1 $2.87M - $4.91M
84.8K $4.15M
JOBY
Joby Aviation, Inc.

Industrials
355K
New
$5.33 - $10.55 $1.89M - $3.75M
355K $3.75M
CCJ
Cameco Corp

Energy
45.6K
New
$36.68 - $74.46 $1.67M - $3.4M
45.6K $3.39M
SMR
Nuscale Power Corp

Industrials
85.4K
New
$12.6 - $43.24 $1.08M - $3.69M
85.4K $3.38M
SOFI
So Fi Technologies, Inc.

Financial Services
171K
New
$9.5 - $18.21 $1.62M - $3.11M
171K $3.11M
NVDA
Nvidia Corp

Technology
17K
New
$94.31 - $157.99 $1.61M - $2.69M
17K $2.69M
CRS
Carpenter Technology Corp

Industrials
9.48K
New
$151.3 - $276.38 $1.43M - $2.62M
9.48K $2.62M
CVLT
Commvault Systems Inc

Technology
13.1K
New
$139.35 - $190.99 $1.83M - $2.51M
13.1K $2.29M
CRDO
Credo Technology Group Holding LTD

Technology
24.4K
New
$33.3 - $95.05 $813K - $2.32M
24.4K $2.26M
LMB
Limbach Holdings, Inc.

Industrials
15.7K
New
$69.3 - $142.14 $1.09M - $2.23M
15.7K $2.2M
TSLA
Tesla, Inc.

Consumer Cyclical
6.72K
New
$221.86 - $362.89 $1.49M - $2.44M
6.72K $2.14M
HCI
Hci Group, Inc.

Financial Services
14K
New
$137.07 - $171.28 $1.92M - $2.39M
14K $2.13M
ACHR
Archer Aviation Inc.

Industrials
195K
New
$6.2 - $13.3 $1.21M - $2.59M
195K $2.11M
AFRM
Affirm Holdings, Inc.

Technology
30K
New
$35.75 - $69.14 $1.07M - $2.08M
30K $2.08M
LOMA
Loma Negra Compania Industrial Argentina Sociedad Anonima

Basic Materials
188K
New
$9.07 - $13.78 $1.7M - $2.59M
188K $2.06M
ENVX
Enovix Corp

Industrials
194K
New
$5.46 - $10.53 $1.06M - $2.04M
194K $2M
BELFB
Bel Fuse Inc.

Technology
20.4K
New
$60.82 - $97.69 $1.24M - $1.99M
20.4K $1.99M
GGAL
Grupo Financiero Galicia Sa

Financial Services
39.4K
New
$45.31 - $64.39 $1.78M - $2.54M
39.4K $1.99M
CMPO
Compo Secure, Inc.

Industrials
136K
New
$9.65 - $14.46 $1.31M - $1.96M
136K $1.91M
MOD
Modine Manufacturing CO

Consumer Cyclical
19.4K
New
$69.3 - $105.57 $1.34M - $2.04M
19.4K $1.91M
REAX
Real Brokerage Inc

Real Estate
401K
New
$3.82 - $4.73 $1.53M - $1.9M
401K $1.81M
FTI
Technip Fmc PLC

Energy
51.6K
New
$23.18 - $35.33 $1.2M - $1.82M
51.6K $1.78M
AMSC
American Superconductor Corp

Industrials
47.2K
New
$15.8 - $37.12 $746K - $1.75M
47.2K $1.73M
UBER
Uber Technologies, Inc

Technology
18.5K
New
$64.62 - $93.3 $1.2M - $1.73M
18.5K $1.73M
ATRO
Astronics Corp

Industrials
49.8K
New
$20.03 - $35.81 $997K - $1.78M
49.8K $1.67M
ADPT
Adaptive Biotechnologies Corp

Healthcare
142K
New
$6.83 - $12.16 $972K - $1.73M
142K $1.66M
TWLO
Twilio Inc

Communication Services
13.3K
New
$81.34 - $124.36 $1.08M - $1.66M
13.3K $1.66M
BE
Bloom Energy Corp

Industrials
68.3K
New
$16.32 - $23.92 $1.11M - $1.63M
68.3K $1.63M
UTI
Universal Technical Institute Inc

Consumer Defensive
48K
New
$25.25 - $35.9 $1.21M - $1.72M
48K $1.63M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
34.5K
New
$27.82 - $46.45 $961K - $1.6M
34.5K $1.6M
PRCH
Porch Group, Inc.

Technology
135K
New
$4.66 - $11.94 $629K - $1.61M
135K $1.59M
CORT
Corcept Therapeutics Inc

Healthcare
21.6K
New
$62.24 - $91.93 $1.34M - $1.98M
21.6K $1.58M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
35.6K
New
$30.14 - $45.12 $1.07M - $1.61M
35.6K $1.54M
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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