Polen Capital · quarter digest
What Polen Capital did in Q3 2025
Polen Capital Management filed 252 moves in Q3 2025: 49 new, 49 add, 96 trim, 58 exit.
13F filed 2025-11-14. Manager quality score: q8. Philosophy: Concentrated quality growth. 20-30 names only. Hold forever.
New positions · 49
Fresh money
AVGOBROADCOM INC
NEW·4.8% book·−12
BSXBOSTON SCIENTIFIC CORP
NEW·1.8% book·−12
SNPSSYNOPSYS INC
NEW·1.7% book·−12
INTUINTUIT
NEW·1.5% book·−21
TSMTAIWAN SEMICONDUCTOR MFG LTD
NEW·0.2% book·−2
ABCLABCELLERA BIOLOGICS INC
NEW·0.0% book·−8
AVAVAEROVIRONMENT INC
NEW·0.0% book·−11
BABAALIBABA GROUP HLDG LTD
NEW·0.0% book·+26
ALNYALNYLAM PHARMACEUTICALS INC
NEW·0.0% book·−8
AMPXAMPRIUS TECHNOLOGIES INC
NEW·0.0% book·0
APPFAPPFOLIO INC
NEW·0.0% book·−9
AWIARMSTRONG WORLD INDS INC NEW
NEW·0.0% book·−6
AURAURORA INNOVATION INC
NEW·0.0% book·−12
AXAXOS FINANCIAL INC
NEW·0.0% book·+4
BIDUBAIDU INC
NEW·0.0% book·0
BEAMBEAM THERAPEUTICS INC
NEW·0.0% book·−5
NXHBED BATH & BEYOND INC
NEW·0.0% book·−6
BRLTBRILLIANT EARTH GROUP INC
NEW·0.0% book·0
CAVACAVA GROUP INC
NEW·0.0% book·−9
CHEFCHEFS WHSE INC
NEW·0.0% book·−5
CHWYCHEWY INC
NEW·0.0% book·−11
YOUCLEAR SECURE INC
NEW·0.0% book·+1
KOCOCA COLA CO
NEW·0.0% book·−16
EOSEEOS ENERGY ENTERPRISES INC
NEW·0.0% book·−9
FSLRFIRST SOLAR INC
NEW·0.0% book·−10
QQEWFIRST TR EXCHANGE-TRADED FD
NEW·0.0% book·0
GWREGUIDEWIRE SOFTWARE INC
NEW·0.0% book·−13
HHHHOWARD HUGHES HOLDINGS INC
NEW·0.0% book·−9
IHRTIHEARTMEDIA INC
NEW·0.0% book·−7
RSPINVESCO EXCHANGE TRADED FD T
NEW·0.0% book·+8
KODKODIAK SCIENCES INC
NEW·0.0% book·0
MCDMCDONALDS CORP
NEW·0.0% book·−6
METAMETA PLATFORMS INC
NEW·0.0% book·−2
MVSTMICROVAST HOLDINGS INC
NEW·0.0% book·−5
MLIMUELLER INDS INC
NEW·0.0% book·−2
NSSCNAPCO SEC TECHNOLOGIES INC
NEW·0.0% book·−8
NMRKNEWMARK GROUP INC
NEW·0.0% book·−7
NXENEXGEN ENERGY LTD
NEW·0.0% book·+3
PEPPEPSICO INC
NEW·0.0% book·−10
PGPROCTER AND GAMBLE CO
NEW·0.0% book·−9
Showing top 40 · 9 smaller positions hidden
Adds · 49
Adding to conviction
NVDANVIDIA CORPORATION
ADD +36850%·3.8% book·+1
UBERUBER TECHNOLOGIES INC
ADD +24572%·1.5% book·+15
ACWXISHARES TR
ADD +102%·0.5% book·+3
MNDYMONDAY COM LTD
ADD +29%·0.1% book·−11
ADPTADAPTIVE BIOTECHNOLOGIES COR
ADD +105%·0.0% book·−5
ADTADT INC DEL
ADD +7%·0.0% book·−9
AEHRAEHR TEST SYS
ADD +11%·0.0% book·−1
AFRMAFFIRM HLDGS INC
ADD +10%·0.0% book·−10
ATECALPHATEC HLDGS INC
ADD +51%·0.0% book·−3
AAPLAPPLE INC
ADD +80%·0.0% book·−21
ARLOARLO TECHNOLOGIES INC
ADD +23%·0.0% book·−3
ASPIASP ISOTOPES INC
ADD +33%·0.0% book·−5
ASTEASTEC INDS INC
ADD +65%·0.0% book·+4
ATROASTRONICS CORP
ADD +8%·0.0% book·−5
BBSIBARRETT BUSINESS SVCS INC
ADD +22%·0.0% book·−4
BEBLOOM ENERGY CORP
ADD +92%·0.0% book·−7
BKDBROOKDALE SR LIVING INC
ADD +99%·0.0% book·+4
CECOCECO ENVIRONMENTAL CORP
ADD +229%·0.0% book·+4
CORTCORCEPT THERAPEUTICS INC
ADD +31%·0.0% book·−8
DLODLOCAL LTD
ADD +15%·0.0% book·+2
DOCSDOXIMITY INC
ADD +22%·0.0% book·−6
ELFE L F BEAUTY INC
ADD +68%·0.0% book·−3
GHGUARDANT HEALTH INC
ADD +70%·0.0% book·−8
HCIHCI GROUP INC
ADD +30%·0.0% book·−7
IRMDIRADIMED CORP
ADD +14%·0.0% book·−8
IEIVANHOE ELECTRIC INC
ADD +64%·0.0% book·−5
SWIMLATHAM GROUP INC
ADD +40%·0.0% book·−10
MIRMIRION TECHNOLOGIES INC
ADD +33%·0.0% book·−4
MODMODINE MFG CO
ADD +68%·0.0% book·−1
LASRNLIGHT INC
ADD +70%·0.0% book·+4
PGYPAGAYA TECHNOLOGIES LTD
ADD +120%·0.0% book·−10
PTONPELOTON INTERACTIVE INC
ADD +51%·0.0% book·−10
PBIPITNEY BOWES INC
ADD +30%·0.0% book·−13
PRCHPORCH GROUP INC
ADD +61%·0.0% book·−14
PTGXPROTAGONIST THERAPEUTICS INC
ADD +27%·0.0% book·0
METCRAMACO RES INC
ADD +193%·0.0% book·−1
RDVTRED VIOLET INC
ADD +12%·0.0% book·−7
RHLDRESOLUTE HLDGS MGMT INC
ADD +46%·0.0% book·−5
SIONSIONNA THERAPEUTICS INC
ADD +84%·0.0% book·−10
LRNSTRIDE INC
ADD +19%·0.0% book·−4
Showing top 40 · 9 smaller adds hidden
Trims · 96
Taking chips off
ORCLORACLE CORP
TRIM -22%·8.5% book·−18
MSFTMICROSOFT CORP
TRIM -7%·8.4% book·−17
AMZNAMAZON COM INC
TRIM -19%·8.0% book·−6
SHOPSHOPIFY INC
TRIM -25%·5.3% book·−7
MAMASTERCARD INCORPORATED
TRIM -8%·5.1% book·−1
VVISA INC
TRIM -23%·4.8% book·−14
LLYELI LILLY & CO
TRIM -7%·4.0% book·−6
GOOGALPHABET INC
TRIM -29%·3.7% book·+2
ZTSZOETIS INC
TRIM -11%·3.6% book·−1
ABTABBOTT LABS
TRIM -30%·3.2% book·−20
AONAON PLC
TRIM -9%·2.9% book·−17
MSCIMSCI INC
TRIM -9%·2.9% book·+11
SBUXSTARBUCKS CORP
TRIM -8%·2.4% book·−12
IDXXIDEXX LABS INC
TRIM -6%·2.3% book·−10
ADBEADOBE INC
TRIM -45%·2.1% book·−11
ACNACCENTURE PLC IRELAND
TRIM -16%·2.0% book·−6
NFLXNETFLIX INC
TRIM -41%·1.9% book·−1
PAYCPAYCOM SOFTWARE INC
TRIM -9%·1.8% book·−14
CSGPCOSTAR GROUP INC
TRIM -8%·1.7% book·−6
ABNBAIRBNB INC
TRIM -46%·1.6% book·−14
WDAYWORKDAY INC
TRIM -48%·1.5% book·−36
GOOGLALPHABET INC
TRIM -24%·0.4% book·−27
MELIMERCADOLIBRE INC
TRIM -20%·0.4% book·−4
ICLRICON PLC
TRIM -18%·0.3% book·−10
SAPSAP SE
TRIM -29%·0.3% book·−12
TMOTHERMO FISHER SCIENTIFIC INC
TRIM -95%·0.2% book·−23
WTWWILLIS TOWERS WATSON PLC LTD
TRIM -30%·0.2% book·−6
ASMLASML HOLDING N V
TRIM -56%·0.1% book·+9
NUNU HLDGS LTD
TRIM -38%·0.1% book·−13
ACHRARCHER AVIATION INC
TRIM -58%·0.0% book·−9
AGXARGAN INC
TRIM -16%·0.0% book·−12
ADSKAUTODESK INC
TRIM -7%·0.0% book·−20
ADPAUTOMATIC DATA PROCESSING IN
TRIM -97%·0.0% book·−14
AXONAXON ENTERPRISE INC
TRIM -68%·0.0% book·−2
BWXTBWX TECHNOLOGIES INC
TRIM -10%·0.0% book·−6
CCJCAMECO CORP
TRIM -15%·0.0% book·−9
CRSCARPENTER TECHNOLOGY CORP
TRIM -36%·0.0% book·−2
CVNACARVANA CO
TRIM -11%·0.0% book·−11
CAKECHEESECAKE FACTORY INC
TRIM -11%·0.0% book·−1
CVLTCOMMVAULT SYS INC
TRIM -21%·0.0% book·−9
Showing top 40 · 56 smaller trims hidden
Exits · 58
Closed positions
AAONAAON INC
EXIT·0.0% book·−8
ADMAADMA BIOLOGICS INC
EXIT·0.0% book·+5
ALKTALKAMI TECHNOLOGY INC
EXIT·0.0% book·+5
ALSNALLISON TRANSMISSION HLDGS I
EXIT·0.0% book·−5
AITAPPLIED INDL TECHNOLOGIES IN
EXIT·0.0% book·−5
AXSMAXSOME THERAPEUTICS INC
EXIT·0.0% book·−1
BDCBELDEN INC
EXIT·0.0% book·−6
BLBLACKLINE INC
EXIT·0.0% book·−11
BFLYBUTTERFLY NETWORK INC
EXIT·0.0% book·−3
CCCCCC INTELLIGENT SOLUTIONS HL
EXIT·0.0% book·+4
CNMCORE & MAIN INC
EXIT·0.0% book·−9
HEPSD MARKET ELECTR SVCS & TRADI
EXIT·0.0% book·+1
BROSDUTCH BROS INC
EXIT·0.0% book·−13
ENVXENOVIX CORPORATION
EXIT·0.0% book·−5
EXLSEXLSERVICE HOLDINGS INC
EXIT·0.0% book·−8
FNFABRINET
EXIT·0.0% book·−2
FSVFIRSTSERVICE CORP NEW
EXIT·0.0% book·−5
FVRRFIVERR INTL LTD
EXIT·0.0% book·−3
GNRCGENERAC HLDGS INC
EXIT·0.0% book·−8
GSHDGOOSEHEAD INS INC
EXIT·0.0% book·+1
GGALGRUPO FINANCIERO GALICIA S.A
EXIT·0.0% book·−1
SUPVGRUPO SUPERVIELLE S.A.
EXIT·0.0% book·+1
HLNEHAMILTON LANE INC
EXIT·0.0% book·−11
HQYHEALTHEQUITY INC
EXIT·0.0% book·−8
HNSTHONEST CO INC
EXIT·0.0% book·−5
HLIHOULIHAN LOKEY INC
EXIT·0.0% book·−8
NSITINSIGHT ENTERPRISES INC
EXIT·0.0% book·−6
IBPINSTALLED BLDG PRODS INC
EXIT·0.0% book·−10
INTAINTAPP INC
EXIT·0.0% book·−5
ITRIITRON INC
EXIT·0.0% book·−6
KRNTKORNIT DIGITAL LTD
EXIT·0.0% book·0
KRUSKURA SUSHI USA INC
EXIT·0.0% book·−5
LVSLAS VEGAS SANDS CORP
EXIT·0.0% book·−13
LOMALOMA NEGRA C I A S A MTN 14
EXIT·0.0% book·+1
MAREXMAREX GROUP PLC
EXIT·0.0% book·−4
MLRMILLER INDS INC TENN
EXIT·0.0% book·−5
NVONOVO-NORDISK A S
EXIT·0.0% book·−8
OCSOCULIS HOLDING AG
EXIT·0.0% book·+1
OLLIOLLIES BARGAIN OUTLET HLDGS
EXIT·0.0% book·−8
PLTRPALANTIR TECHNOLOGIES INC
EXIT·0.0% book·+12
Showing top 40 · 18 smaller exits hidden
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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