Polen Capital Purchases in Q2 2025

Polen Capital Management LLC

  • $32.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TMDX
Trans Medics Group, Inc.

Healthcare
11.4K
New
$67.67 - $143.04 $770K - $1.63M
11.4K $1.53M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
49.1K
New
$26.63 - $32.97 $1.31M - $1.62M
49.1K $1.49M
IRMD
Iradimed Corp

Healthcare
24.9K
New
$48.67 - $60.8 $1.21M - $1.51M
24.9K $1.49M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
214K
New
$5.0 - $7.65 $1.07M - $1.64M
214K $1.49M
HURN
Huron Consulting Group Inc.

Industrials
10.6K
New
$132.14 - $153.61 $1.4M - $1.62M
10.6K $1.45M
IOT
Samsara Inc.

Technology
36.2K
New
$33.46 - $47.74 $1.21M - $1.73M
36.2K $1.44M
CAAP
Corporacion America Airports S.A.

Industrials
68.4K
New
$15.97 - $21.92 $1.09M - $1.5M
68.4K $1.39M
LRN
Stride, Inc.

Consumer Defensive
9.42K
New
$124.45 - $160.72 $1.17M - $1.51M
9.42K $1.37M
VCTR
Victory Capital Holdings, Inc.

Financial Services
21.4K
New
$51.28 - $64.94 $1.1M - $1.39M
21.4K $1.36M
SHAK
Shake Shack Inc.

Consumer Cyclical
9.63K
New
$75.85 - $140.6 $731K - $1.35M
9.63K $1.35M
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
33.7K
New
$37.13 - $59.74 $1.25M - $2.01M
33.7K $1.32M
CEG
Constellation Energy Corp

Utilities
4.01K
New
$170.96 - $322.76 $686K - $1.29M
4.01K $1.29M
ERJ
Embraer S.A.

Industrials
22.3K
New
$40.42 - $56.91 $901K - $1.27M
22.3K $1.27M
BBSI
Barrett Business Services Inc

Industrials
30.1K
New
$38.05 - $42.61 $1.15M - $1.28M
30.1K $1.26M
PCT
Pure Cycle Technologies, Inc.

Industrials
91.3K
New
$5.57 - $14.12 $509K - $1.29M
91.3K $1.25M
MIR
Mirion Technologies, Inc.

Industrials
57.2K
New
$12.7 - $21.71 $727K - $1.24M
57.2K $1.23M
KAR
Kar Auction Services, Inc.

Consumer Cyclical
50.4K
New
$17.57 - $24.45 $886K - $1.23M
50.4K $1.23M
SKYW
Skywest Inc

Industrials
11.8K
New
$79.41 - $103.84 $940K - $1.23M
11.8K $1.22M
OPY
Oppenheimer Holdings Inc

Financial Services
18K
New
$51.21 - $66.6 $921K - $1.2M
18K $1.18M
VST
Vistra Corp.

Utilities
5.97K
New
$98.07 - $195.04 $586K - $1.16M
5.97K $1.16M
ITRI
Itron, Inc.

Technology
8.7K
New
$92.04 - $132.78 $801K - $1.16M
8.7K $1.15M
ESQ
Esquire Financial Holdings, Inc.

Financial Services
11.7K
New
$71.62 - $94.66 $837K - $1.11M
11.7K $1.11M
FVRR
Fiverr International Ltd.

Communication Services
36.2K
New
$22.2 - $33.78 $804K - $1.22M
36.2K $1.06M
IE
Ivanhoe Electric Inc.

Basic Materials
115K
New
$4.74 - $9.91 $543K - $1.14M
115K $1.04M
OSCR
Oscar Health, Inc.

Healthcare
48K
New
$11.6 - $21.44 $557K - $1.03M
48K $1.03M
SUPV
Grupo Supervielle S.A.

Financial Services
97.1K
New
$10.5 - $16.62 $1.02M - $1.61M
97.1K $1.03M
CW
Curtiss Wright Corp

Industrials
2.1K
New
$283.18 - $488.55 $593K - $1.02M
2.1K $1.02M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
6.07K
New
$144.63 - $179.53 $878K - $1.09M
6.07K $999K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
15.9K
New
$44.23 - $62.66 $703K - $997K
15.9K $996K
NRG
Nrg Energy, Inc.

Utilities
6.13K
New
$83.61 - $162.67 $513K - $997K
6.13K $984K
LQDT
Liquidity Services Inc

Consumer Cyclical
40.6K
New
$22.96 - $32.07 $933K - $1.3M
40.6K $958K
SSYS
Stratasys Ltd.

Technology
81.7K
New
$8.72 - $11.47 $713K - $937K
81.7K $937K
PLPC
Preformed Line Products CO

Industrials
5.65K
New
$130.74 - $159.93 $739K - $904K
5.65K $903K
PTGX
Protagonist Therapeutics, Inc

Healthcare
16K
New
$40.89 - $56.37 $654K - $902K
16K $884K
W
Wayfair Inc.

Consumer Cyclical
17.3K
New
$24.14 - $51.22 $417K - $885K
17.3K $884K
HQY
Healthequity, Inc.

Healthcare
8.24K
New
$76.77 - $113.06 $633K - $932K
8.24K $863K
OPFI
Opp Fi Inc.

Technology
60.8K
New
$7.92 - $14.61 $481K - $888K
60.8K $850K
ARLO
Arlo Technologies, Inc.

Industrials
49.2K
New
$8.41 - $17.36 $414K - $854K
49.2K $834K
STRL
Sterling Construction CO Inc

Industrials
3.57K
New
$104.96 - $231.51 $375K - $826K
3.57K $823K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
15.5K
New
$38.39 - $51.11 $595K - $793K
15.5K $789K
SPY
Spdr S&P 500 ETF Trust

ETFs
1.13K
+ 78.31%
$496.48 - $617.85 $563K - $701K
2.58K $1.6M
SYM
Symbotic Inc.

Financial Services
20K
New
$17.5 - $38.85 $350K - $777K
20K $777K
AXON
Axon Enterprise, Inc.

Industrials
922
New
$497.13 - $827.94 $458K - $763K
922 $763K
SWIM
Latham Group, Inc.

Industrials
119K
New
$4.72 - $6.76 $563K - $806K
119K $760K
WLFC
Willis Lease Finance Corp

Industrials
5.28K
New
$130.99 - $160.57 $691K - $847K
5.28K $753K
PBI
Pitney Bowes Inc

Industrials
68.2K
New
$7.81 - $10.94 $533K - $746K
68.2K $744K
HNST
Honest Company, Inc.

Consumer Cyclical
144K
New
$4.18 - $5.51 $602K - $794K
144K $733K
KRNT
Kornit Digital Ltd.

Industrials
36.1K
New
$15.81 - $23.22 $570K - $837K
36.1K $718K
TIGO
Millicom International Cellular Sa

Communication Services
18.8K
New
$26.95 - $38.28 $505K - $718K
18.8K $702K
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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