Polen Capital Reduced Holdings in Q1 2025

Polen Capital Management LLC

  • $31.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
-685K
- 41.9%
$783.83 - $1170.39 $537M - $802M
950K $756M
AAPL
Apple Inc.

Technology
-3.49M
- 56.54%
$209.68 - $247.1 $731M - $862M
2.68M $596M
GOOG
Alphabet Inc.

Communication Services
-3.64M
- 32.88%
$156.06 - $207.71 $568M - $756M
7.43M $1.16B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.8M
- 9.2%
$190.26 - $242.06 $342M - $436M
17.7M $3.38B
NFLX
Netflix Inc

Communication Services
-840K
- 48.6%
$828.4 - $1058.6 $696M - $889M
888K $828M
NVO
Novo Nordisk A S

Healthcare
-5.4M
- 84.36%
$69.3 - $90.95 $374M - $491M
1M $69.6M
MSFT
Microsoft Corp

Technology
-470K
- 7.33%
$375.39 - $447.2 $176M - $210M
5.94M $2.23B
SHOP
Shopify Inc.

Technology
-1.81M
- 10.59%
$90.59 - $129.31 $164M - $234M
15.3M $1.46B
ADBE
Adobe Inc.

Technology
-197K
- 6.53%
$377.84 - $464.11 $74.4M - $91.4M
2.82M $1.08B
ACN
Accenture PLC

Technology
-318K
- 9.02%
$300.91 - $398.25 $95.7M - $127M
3.21M $1B
MSCI
Msci Inc.

Financial Services
-164K
- 8.07%
$541.46 - $628.34 $88.9M - $103M
1.87M $1.06B
ABNB
Airbnb, Inc.

Consumer Cyclical
-490K
- 5.97%
$119.38 - $161.42 $58.5M - $79.1M
7.73M $923M
GOOGL
Alphabet Inc.

Communication Services
-619K
- 50.34%
$154.33 - $206.19 $95.6M - $128M
611K $94.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-139K
- 5.64%
$497.6 - $606.74 $69M - $84.2M
2.32M $1.16B
SAP
Sap Se

Technology
-457K
- 45.73%
$241.4 - $293.69 $110M - $134M
543K $146M
IT
Gartner Inc

Technology
-67.2K
- 7.44%
$418.25 - $548.38 $28.1M - $36.8M
836K $351M
MA
Mastercard Inc

Financial Services
-281K
- 8.05%
$504.67 - $576.31 $142M - $162M
3.21M $1.76B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-118K
- 23.45%
$360.07 - $417.26 $42.5M - $49.3M
386K $139M
ICLR
Icon PLC

Healthcare
-76.5K
- 10.75%
$174.99 - $222.58 $13.4M - $17M
635K $111M
UNH
Unitedhealth Group Inc

Healthcare
-88K
- 7.82%
$461.52 - $548.18 $40.6M - $48.2M
1.04M $543M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-322K
- 84.55%
$51.39 - $57.43 $16.5M - $18.5M
58.8K $3.26M
VUG
Vanguard Growth ETF

ETFs
-24.5K
- 62.64%
$369.1 - $427.61 $9.03M - $10.5M
14.6K $5.41M
ASML
Asml Holding Nv

Technology
-9.46K
- 15.23%
$662.63 - $776.99 $6.27M - $7.35M
52.7K $34.9M
RVLV
Revolve Group, Inc.

Consumer Cyclical
-144K
- 47.37%
$21.26 - $33.75 $3.07M - $4.87M
160K $3.44M
HDB
Hdfc Bank LTD

Financial Services
-124K
- 15.95%
$58.06 - $66.85 $7.17M - $8.26M
651K $43.3M
MDT
Medtronic PLC

Healthcare
-153K
- 19.55%
$79.84 - $94.5 $12.2M - $14.5M
629K $56.6M
SPOT
Spotify Technology S.A.

Communication Services
-22.1K
- 36.33%
$457.79 - $648.32 $10.1M - $14.3M
38.7K $21.3M
WRBY
Warby Parker Inc.

Healthcare
-173K
- 54.01%
$17.82 - $28.42 $3.08M - $4.91M
147K $2.68M
SPY
Spdr S&P 500 ETF Trust

ETFs
-8.09K
- 84.82%
$551.42 - $612.93 $4.46M - $4.96M
1.45K $809K
ONON
On Holding Ag

Consumer Cyclical
-39.5K
- 14.17%
$43.92 - $63.62 $1.73M - $2.51M
239K $10.5M
CRM
Salesforce, Inc.

Technology
-11.3K
- 57.83%
$268.36 - $359.95 $3.04M - $4.08M
8.26K $2.22M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-218K
- 28.55%
$8.92 - $11.7 $1.94M - $2.55M
545K $4.92M
GNRC
Generac Holdings Inc.

Industrials
-11K
- 24.78%
$126.65 - $164.06 $1.39M - $1.81M
33.4K $4.23M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-15.1K
- 9.76%
$38.18 - $50.93 $577K - $769K
140K $5.39M
RGEN
Repligen Corp

Healthcare
-9.65K
- 23.8%
$127.24 - $174.24 $1.23M - $1.68M
30.9K $3.93M
EXLS
Exl Service Holdings, Inc.

Technology
-59.5K
- 18.61%
$44.13 - $51.8 $2.62M - $3.08M
260K $12.3M
VT
Vanguard Total World Stk Index

ETFs
-15.8K
- 59.1%
$115.08 - $123.97 $1.82M - $1.96M
11K $1.27M
GSHD
Goosehead Insurance, Inc.

Financial Services
-23K
- 27.27%
$98.59 - $123.84 $2.27M - $2.85M
61.3K $7.24M
ADP
Automatic Data Processing Inc

Industrials
-13.2K
- 7.36%
$286.85 - $318.64 $3.79M - $4.21M
167K $50.9M
TTEK
Tetra Tech Inc

Industrials
-29.1K
- 67.42%
$28.26 - $42.58 $822K - $1.24M
14.1K $411K
BROS
Dutch Bros Inc.

Consumer Cyclical
-36.9K
- 35.13%
$55.77 - $85.37 $2.06M - $3.15M
68.1K $4.21M
BL
Blackline, Inc.

Technology
-7.69K
- 12.25%
$47.46 - $65.64 $365K - $505K
55.1K $2.67M
HLI
Houlihan Lokey, Inc.

Financial Services
-3.7K
- 10.29%
$154.43 - $187.4 $572K - $694K
32.3K $5.22M
FSV
First Service Corp

Real Estate
-3.12K
- 9.53%
$159.66 - $185.88 $499K - $581K
29.6K $4.92M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-8.11K
- 6.48%
$27.8 - $39.18 $225K - $318K
117K $3.25M
CNM
Core & Main, Inc.

Industrials
-10.8K
- 7.94%
$46.27 - $57.26 $499K - $617K
125K $6.04M
ADSK
Autodesk, Inc.

Technology
-2.72K
- 52.55%
N/A
2.46K $603K
NKE
Nike, Inc.

Consumer Cyclical
-7.4K
- 54.37%
$63.29 - $81.72 $468K - $605K
6.21K $394K
SITE
Site One Landscape Supply, Inc.

Industrials
-2.8K
- 11.61%
$120.25 - $147.7 $337K - $414K
21.3K $2.59M
Activity Summary
Buys All Purchases 41 New Holdings 7 Increased Positions 34 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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