Polen Capital New Holdings in Q2 2025

Polen Capital Management LLC

  • $32.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ALKT
Alkami Technology, Inc.

Technology
18.9K
New
$22.54 - $31.19 $426K - $590K
18.9K $570K
ADMA
Adma Biologics, Inc.

Healthcare
30.4K
New
$17.6 - $24.51 $535K - $745K
30.4K $553K
NTRA
Natera, Inc.

Healthcare
3.22K
New
$132.23 - $171.87 $426K - $554K
3.22K $544K
TGTX
Tg Therapeutics, Inc.

Healthcare
14.8K
New
$33.37 - $45.51 $493K - $672K
14.8K $531K
GH
Guardant Health, Inc.

Healthcare
10.2K
New
$37.05 - $52.04 $377K - $530K
10.2K $529K
RBBN
Ribbon Communications Inc.

Communication Services
130K
New
$3.05 - $4.05 $397K - $527K
130K $522K
MLR
Miller Industries Inc

Consumer Cyclical
11.5K
New
$38.99 - $47.29 $450K - $545K
11.5K $512K
PHR
Phreesia, Inc.

Healthcare
17.4K
New
$23.25 - $28.49 $404K - $495K
17.4K $494K
SITM
Sitime Corp

Technology
2.31K
New
$116.79 - $241.6 $270K - $559K
2.31K $492K
CPF
Central Pacific Financial Corp

Financial Services
17.2K
New
$23.98 - $28.03 $413K - $482K
17.2K $482K
AYI
Acuity Brands Inc

Industrials
1.54K
New
$223.31 - $304.18 $344K - $468K
1.54K $459K
ASTE
Astec Industries Inc

Industrials
11K
New
$30.65 - $42.44 $336K - $465K
11K $456K
YPF
Ypf Sociedad Anonima

Energy
13.7K
New
$27.16 - $36.96 $372K - $506K
13.7K $430K
GTES
Gates Industrial Corp PLC

Industrials
18.6K
New
$15.56 - $23.13 $290K - $431K
18.6K $428K
WAL
Western Alliance Bancorporation

Financial Services
5.48K
New
$61.0 - $79.94 $334K - $438K
5.48K $427K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
4.39K
New
$84.41 - $106.28 $370K - $466K
4.39K $416K
TDUP
Thred Up Inc.

Consumer Cyclical
53K
New
$2.46 - $8.46 $130K - $448K
53K $396K
ATEC
Alphatec Holdings, Inc.

Healthcare
34.2K
New
$9.43 - $13.03 $322K - $446K
34.2K $379K
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
4.38K
New
$41.46 - $86.08 $182K - $377K
4.38K $376K
DOCS
Doximity, Inc.

Healthcare
5.92K
New
$50.71 - $61.34 $300K - $363K
5.92K $362K
SG
Sweetgreen, Inc.

Consumer Cyclical
22.7K
New
$12.23 - $25.56 $277K - $579K
22.7K $337K
AXSM
Axsome Therapeutics, Inc.

Healthcare
3.23K
New
$95.65 - $116.49 $309K - $376K
3.23K $337K
PLTR
Palantir Technologies Inc.

Technology
2.45K
New
$74.01 - $144.25 $181K - $353K
2.45K $333K
PNTG
Pennant Group, Inc.

Healthcare
11K
New
$24.35 - $30.0 $267K - $329K
11K $327K
HEPS
D Market Electronic Services & Trading
115K
New
$2.49 - $2.98 $286K - $342K
115K $310K
MRUS
Merus N.V.

Healthcare
5.83K
New
$34.89 - $62.42 $204K - $364K
5.83K $306K
MYTE
Myt Netherlands Parent B.V.

Consumer Cyclical
30.5K
New
$6.51 - $10.12 $198K - $308K
30.5K $297K
INTA
Intapp, Inc.

Technology
5.6K
New
$48.49 - $59.55 $271K - $333K
5.6K $288K
AEHR
Aehr Test Systems

Technology
21K
New
$6.78 - $12.93 $142K - $272K
21K $271K
BFLY
Butterfly Network, Inc.

Healthcare
135K
New
$1.96 - $2.63 $264K - $355K
135K $269K
XMTR
Xometry, Inc.

Industrials
7.7K
New
$19.34 - $36.75 $149K - $283K
7.7K $260K
IVV
Ishares Core S&P 500 ETF

ETFs
355
New
$498.8 - $620.9 $177K - $220K
355 $220K
Dave Inc
12.6K
New
N/A
12.6K $0
Ftai Aviation LTD
14.7K
New
N/A
14.7K $0
CECE
Ceco Environmental Corp

Industrials
18.3K
New
N/A
18.3K $0
Asp Isotopes Inc
175K
New
N/A
175K $0
Genedx Holdings Corp
81K
New
N/A
81K $0
Grail Inc
21.9K
New
N/A
21.9K $0
Servicetitan Inc
3.46K
New
N/A
3.46K $0
Sionna Therapeutics Inc
17K
New
N/A
17K $0
Pagaya Technologies LTD
34.5K
New
N/A
34.5K $0
Oddity Tech LTD
33.8K
New
N/A
33.8K $0
Oculis Holding Ag
19.5K
New
N/A
19.5K $0
NYAX
Nayax LTD Shs New(Israel)
12.6K
New
N/A
12.6K $0
Marex Group PLC
18.5K
New
N/A
18.5K $0
Talen Energy Corp
5.83K
New
N/A
5.83K $0
Tempus Ai Inc
6.76K
New
N/A
6.76K $0
Ramaco Res Inc
62.2K
New
N/A
62.2K $0
Irsa Inversiones Y Rep S A
164K
New
N/A
164K $0
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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