Polen Capital · quarter digest
What Polen Capital did in Q2 2025
Polen Capital Management filed 246 moves in Q2 2025: 146 new, 7 add, 69 trim, 24 exit.
13F filed 2025-08-14. Manager quality score: q8. Philosophy: Concentrated quality growth. 20-30 names only. Hold forever.
New positions · 146
Fresh money
IDXXIDEXX LABS INC
NEW·2.0% book·−10
IBNICICI BANK LIMITED
NEW·0.1% book·−7
AYIACUITY INC
NEW·0.0% book·−11
ADPTADAPTIVE BIOTECHNOLOGIES COR
NEW·0.0% book·−5
ADMAADMA BIOLOGICS INC
NEW·0.0% book·+5
ADTADT INC DEL
NEW·0.0% book·−9
AEHRAEHR TEST SYS
NEW·0.0% book·−1
AFRMAFFIRM HLDGS INC
NEW·0.0% book·−10
ALKTALKAMI TECHNOLOGY INC
NEW·0.0% book·+5
ALSNALLISON TRANSMISSION HLDGS I
NEW·0.0% book·−5
ATECALPHATEC HLDGS INC
NEW·0.0% book·−3
AMSCAMERICAN SUPERCONDUCTOR CORP
NEW·0.0% book·−9
ACHRARCHER AVIATION INC
NEW·0.0% book·−9
AGXARGAN INC
NEW·0.0% book·−12
ARLOARLO TECHNOLOGIES INC
NEW·0.0% book·−3
ASPIASP ISOTOPES INC
NEW·0.0% book·−5
ASTEASTEC INDS INC
NEW·0.0% book·+4
ATROASTRONICS CORP
NEW·0.0% book·−5
AXONAXON ENTERPRISE INC
NEW·0.0% book·−2
AXSMAXSOME THERAPEUTICS INC
NEW·0.0% book·−1
BBSIBARRETT BUSINESS SVCS INC
NEW·0.0% book·−4
BELFBBEL FUSE INC
NEW·0.0% book·+2
BEBLOOM ENERGY CORP
NEW·0.0% book·−7
BBIOBRIDGEBIO PHARMA INC
NEW·0.0% book·−13
BKDBROOKDALE SR LIVING INC
NEW·0.0% book·+4
BFLYBUTTERFLY NETWORK INC
NEW·0.0% book·−3
BWXTBWX TECHNOLOGIES INC
NEW·0.0% book·−6
CCJCAMECO CORP
NEW·0.0% book·−9
CRSCARPENTER TECHNOLOGY CORP
NEW·0.0% book·−2
CVNACARVANA CO
NEW·0.0% book·−11
CECOCECO ENVIRONMENTAL CORP
NEW·0.0% book·+4
CPFCENTRAL PAC FINL CORP
NEW·0.0% book·+5
CAKECHEESECAKE FACTORY INC
NEW·0.0% book·−1
CVLTCOMMVAULT SYS INC
NEW·0.0% book·−9
GPGICOMPOSECURE INC
NEW·0.0% book·−7
CEGCONSTELLATION ENERGY CORP
NEW·0.0% book·−15
CORTCORCEPT THERAPEUTICS INC
NEW·0.0% book·−8
CAAPCORPORACION AMER ARPTS S A
NEW·0.0% book·+1
CRDOCREDO TECHNOLOGY GROUP HOLDI
NEW·0.0% book·−15
CWCURTISS WRIGHT CORP
NEW·0.0% book·−4
Showing top 40 · 106 smaller positions hidden
Adds · 7
Adding to conviction
ADBEADOBE INC
ADD +19%·4.0% book·−11
NOWSERVICENOW INC
ADD +24%·3.7% book·+9
SBUXSTARBUCKS CORP
ADD +88%·2.7% book·−12
MNDYMONDAY COM LTD
ADD +37%·0.1% book·−11
ONONON HLDG AG
ADD +105%·0.1% book·−3
KAROKAROOOOO LTD
ADD +1129%·0.0% book·−6
SPYSPDR S&P 500 ETF TR
ADD +78%·0.0% book·−2
Trims · 69
Taking chips off
AMZNAMAZON COM INC
TRIM -22%·9.4% book·−6
MSFTMICROSOFT CORP
TRIM -9%·8.3% book·−17
VVISA INC
TRIM -7%·6.1% book·−14
MAMASTERCARD INCORPORATED
TRIM -7%·5.2% book·−1
ABTABBOTT LABS
TRIM -6%·4.5% book·−20
GOOGALPHABET INC
TRIM -12%·3.6% book·+2
NFLXNETFLIX INC
TRIM -8%·3.4% book·−1
MSCIMSCI INC
TRIM -7%·3.1% book·+11
AONAON PLC
TRIM -9%·3.0% book·−17
ACNACCENTURE PLC IRELAND
TRIM -8%·2.7% book·−6
TMOTHERMO FISHER SCIENTIFIC INC
TRIM -6%·2.7% book·−23
WDAYWORKDAY INC
TRIM -9%·2.6% book·−36
PAYCPAYCOM SOFTWARE INC
TRIM -7%·2.1% book·−14
ITGARTNER INC
TRIM -7%·1.0% book·−8
MELIMERCADOLIBRE INC
TRIM -9%·0.5% book·−4
SAPSAP SE
TRIM -10%·0.5% book·−12
IWFISHARES TR
TRIM -60%·0.3% book·−2
WTWWILLIS TOWERS WATSON PLC LTD
TRIM -14%·0.3% book·−6
ICLRICON PLC
TRIM -15%·0.2% book·−10
ASMLASML HOLDING N V
TRIM -15%·0.1% book·+9
ADPAUTOMATIC DATA PROCESSING IN
TRIM -43%·0.1% book·−14
GLOBGLOBANT S A
TRIM -65%·0.1% book·−12
HDBHDFC BANK LTD
TRIM -12%·0.1% book·−17
MDTMEDTRONIC PLC
TRIM -63%·0.1% book·−15
NUNU HLDGS LTD
TRIM -16%·0.1% book·−13
SPOTSPOTIFY TECHNOLOGY S A
TRIM -24%·0.1% book·−5
TMETENCENT MUSIC ENTMT GROUP
TRIM -50%·0.1% book·−11
AAONAAON INC
TRIM -94%·0.0% book·−8
AAPLAPPLE INC
TRIM -100%·0.0% book·−21
AITAPPLIED INDL TECHNOLOGIES IN
TRIM -93%·0.0% book·−5
ADSKAUTODESK INC
TRIM -43%·0.0% book·−20
BDCBELDEN INC
TRIM -65%·0.0% book·−6
BLBLACKLINE INC
TRIM -91%·0.0% book·−11
CCCCCC INTELLIGENT SOLUTIONS HL
TRIM -92%·0.0% book·+4
ROADCONSTRUCTION PARTNERS INC
TRIM -64%·0.0% book·−2
CNMCORE & MAIN INC
TRIM -73%·0.0% book·−9
BROSDUTCH BROS INC
TRIM -78%·0.0% book·−13
ELFE L F BEAUTY INC
TRIM -94%·0.0% book·−3
EXLSEXLSERVICE HOLDINGS INC
TRIM -84%·0.0% book·−8
FNFABRINET
TRIM -73%·0.0% book·−2
Showing top 40 · 29 smaller trims hidden
Exits · 24
Closed positions
AMNAMN HEALTHCARE SVCS INC
EXIT·0.0% book·−8
BSYBENTLEY SYS INC
EXIT·0.0% book·+1
TECHBIO-TECHNE CORP
EXIT·0.0% book·−5
BWMNBOWMAN CONSULTING GROUP LTD
EXIT·0.0% book·−8
CLBTCELLEBRITE DI LTD
EXIT·0.0% book·−2
CIGICOLLIERS INTL GROUP INC
EXIT·0.0% book·+6
FIXCOMFORT SYS USA INC
EXIT·0.0% book·−17
DTDYNATRACE INC
EXIT·0.0% book·−9
ENTGENTEGRIS INC
EXIT·0.0% book·−8
EPAMEPAM SYS INC
EXIT·0.0% book·−9
FNDFLOOR & DECOR HLDGS INC
EXIT·0.0% book·−10
KNSLKINSALE CAP GROUP INC
EXIT·0.0% book·+2
LGIHLGI HOMES INC
EXIT·0.0% book·−6
MANHMANHATTAN ASSOCIATES INC
EXIT·0.0% book·−4
MKTXMARKETAXESS HLDGS INC
EXIT·0.0% book·−13
MORNMORNINGSTAR INC
EXIT·0.0% book·−11
POOLPOOL CORP
EXIT·0.0% book·−11
PPURE STORAGE INC
EXIT·0.0% book·−15
SAIASAIA INC
EXIT·0.0% book·−8
SKILSKILLSOFT CORP
EXIT·0.0% book·−2
BILSPDR SER TR
EXIT·0.0% book·−1
TTEKTETRA TECH INC NEW
EXIT·0.0% book·−9
WINGWINGSTOP INC
EXIT·0.0% book·−11
YUMCYUM CHINA HLDGS INC
EXIT·0.0% book·−8
Current top holdings
Polen Capital’s book, latest snapshot
Other quarters for Polen Capital
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
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