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
QLYS
Qualys, Inc.

Technology
-1.96K
- 10.48%
$121.57 - $147.7 $238K - $289K
16.7K $2.11M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-15.1K
- 10.81%
$25.9 - $31.26 $392K - $473K
125K $3.35M
LGIH
Lgi Homes, Inc.

Consumer Cyclical
-1.58K
- 9.8%
$65.73 - $93.93 $104K - $148K
14.5K $965K
HLNE
Hamilton Lane Inc

Financial Services
-3.32K
- 5.97%
$137.87 - $170.18 $458K - $566K
52.3K $7.78M
IOO
Ishares Tr Global 100 ETF

ETFs
-4.23K
- 63.12%
$96.2 - $105.12 $407K - $445K
2.47K $238K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-3.61K
- 28.6%
$96.27 - $116.36 $347K - $419K
9K $1.05M
DT
Dynatrace, Inc.

Technology
-2.3K
- 7.94%
$47.15 - $62.42 $109K - $144K
26.7K $1.26M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.5K
- 33.57%
$65.15 - $91.81 $163K - $229K
4.94K $322K
KARO
Karooooo Ltd.

Technology
-6.37K
- 48.02%
$40.0 - $50.0 $255K - $319K
6.9K $293K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-876
- 8.94%
$80.4 - $106.5 $70.4K - $93.3K
8.92K $718K
POOL
Pool Corp

Industrials
-345
- 5.79%
$314.92 - $364.31 $109K - $126K
5.62K $1.79M
BSY
Bentley Systems Inc

Technology
-1.94K
- 9.08%
$39.34 - $47.7 $76.4K - $92.7K
19.5K $765K
PSTG
Pure Storage, Inc.

Technology
-1.05K
- 9.83%
$44.27 - $72.37 $46.3K - $75.7K
9.6K $424K
BWMN
Bowman Consulting Group Ltd.

Industrials
-3.55K
- 9.11%
$18.39 - $26.53 $65.3K - $94.2K
35.4K $773K
CIGI
Colliers International Group Inc.

Real Estate
-293
- 3.56%
$118.9 - $145.92 $34.8K - $42.8K
7.93K $962K
BLD
Top Build Corp

Industrials
-289
- 5.54%
$295.17 - $354.82 $85.3K - $103K
4.93K $1.5M
MKTX
Marketaxess Holdings Inc

Financial Services
-311
- 7.14%
$189.81 - $226.47 $59K - $70.4K
4.05K $875K
IBP
Installed Building Products, Inc.

Consumer Cyclical
-102
- 0.65%
$162.22 - $206.22 $16.5K - $21K
15.7K $2.68M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-255
- 5.65%
$416.48 - $494.72 $106K - $126K
4.26K $2.07M
NTES
Net Ease, Inc.

Communication Services
-398
- 8.43%
$87.72 - $109.14 $34.9K - $43.4K
4.32K $444K
PDD
Pinduoduo Inc.

Consumer Cyclical
-899
- 1.34%
$94.68 - $131.34 $85.1K - $118K
66.2K $7.83M
PAYC
Paycom Software, Inc.

Technology
-73.8K
- 2.33%
$199.42 - $225.82 $14.7M - $16.7M
3.1M $677M
V
Visa Inc.

Financial Services
-555K
- 8.44%
$306.92 - $362.71 $170M - $201M
6.02M $2.11B
ABT
Abbott Laboratories

Healthcare
-1.3M
- 10.27%
$111.1 - $140.22 $145M - $183M
11.4M $1.51B
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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