Polen Capital Purchases in Q3 2025

Polen Capital Management LLC

  • $30.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
4.49M
New
$264.74 - $369.57 $1.19B - $1.66B
4.49M $1.48B
NVDA
Nvidia Corp

Technology
6.28M
+ 36850.09%
$153.3 - $186.58 $963M - $1.17B
6.3M $1.17B
BSX
Boston Scientific Corp

Healthcare
5.6M
New
$97.03 - $108.14 $543M - $605M
5.6M $547M
SNPS
Synopsys Inc

Technology
1.04M
New
$387.78 - $645.35 $405M - $674M
1.04M $515M
INTU
Intuit Inc

Technology
662K
New
$646.03 - $807.39 $427M - $534M
662K $452M
UBER
Uber Technologies, Inc

Technology
4.55M
+ 24571.56%
$86.91 - $99.57 $396M - $453M
4.57M $448M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
177K
New
$224.68 - $282.71 $39.8M - $50.1M
177K $49.5M
HYG
Ishares Tr

ETFs
200K
New
$79.85 - $81.32 $16M - $16.3M
200K $16.2M
ACWI
Ishares Msci Acwi ETF

ETFs
102K
+ 115.06%
$128.32 - $138.41 $13.1M - $14.1M
190K $26.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.24K
+ 0.99%
$420.11 - $472.68 $942K - $1.06M
228K $107M
RSP
Invesco S&P 500 Equal Weight E

ETFs
44.8K
New
$181.56 - $190.33 $8.13M - $8.52M
44.8K $8.49M
VIST
Vista Energy, S.A.B. De C.V.

Energy
197K
+ 1400.33%
$33.7 - $48.92 $6.64M - $9.63M
211K $7.26M
AMPX
Amprius Technologies, Inc.

Industrials
339K
New
$3.91 - $12.06 $1.33M - $4.09M
339K $3.57M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
22.5K
New
$134.42 - $141.26 $3.03M - $3.18M
22.5K $3.18M
DLO
D Local LTD

Technology
93.5K
+ 15.43%
$10.01 - $15.66 $936K - $1.46M
699K $9.99M
MOD
Modine Manufacturing CO

Consumer Cyclical
13.2K
+ 67.94%
$90.02 - $158.57 $1.18M - $2.09M
32.5K $4.62M
ADPT
Adaptive Biotechnologies Corp

Healthcare
149K
+ 104.7%
$10.24 - $14.96 $1.53M - $2.23M
291K $4.36M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
39.5K
+ 179.01%
$60.01 - $65.01 $2.37M - $2.57M
61.6K $4.01M
VO
Vanguard Mid Cap ETF

ETFs
8.69K
New
$279.83 - $293.74 $2.43M - $2.55M
8.69K $2.55M
FSLR
First Solar, Inc.

Technology
11.2K
New
$160.84 - $223.53 $1.8M - $2.51M
11.2K $2.47M
AAPL
Apple Inc.

Technology
6.83K
+ 80.1%
$202.38 - $256.87 $1.38M - $1.75M
15.4K $3.91M
PRCH
Porch Group, Inc.

Technology
82.4K
+ 61.03%
$11.85 - $19.04 $976K - $1.57M
217K $3.65M
W
Wayfair Inc.

Consumer Cyclical
12.6K
+ 72.75%
$51.99 - $90.17 $654K - $1.13M
29.9K $2.67M
TSLA
Tesla, Inc.

Consumer Cyclical
1.87K
+ 27.79%
$293.94 - $444.72 $549K - $831K
8.59K $3.82M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
110K
+ 51.32%
$6.18 - $9.0 $680K - $990K
324K $2.92M
HCI
Hci Group, Inc.

Financial Services
4.2K
+ 30.03%
$137.88 - $191.93 $579K - $805K
18.2K $3.49M
ABCL
Ab Cellera Biologics Inc.

Healthcare
269K
New
$3.49 - $5.15 $940K - $1.39M
269K $1.35M
IE
Ivanhoe Electric Inc.

Basic Materials
73.7K
+ 64.37%
$8.56 - $12.55 $631K - $925K
188K $2.36M
AMSC
American Superconductor Corp

Industrials
70
+ 0.15%
$35.98 - $64.63 $2.52K - $4.52K
47.3K $2.78M
YOU
Clear Secure, Inc.

Technology
28.9K
New
$27.98 - $38.03 $808K - $1.1M
28.9K $963K
LASR
Nlight, Inc.

Technology
21.4K
+ 70.31%
$18.28 - $31.55 $391K - $675K
51.8K $1.54M
BKD
Brookdale Senior Living Inc.

Healthcare
82.8K
+ 98.61%
$6.69 - $8.5 $554K - $704K
167K $1.41M
ATRO
Astronics Corp

Industrials
4.2K
+ 8.44%
$30.01 - $45.61 $126K - $192K
54K $2.46M
AX
Axos Financial, Inc.

Financial Services
9.18K
New
$78.32 - $92.31 $719K - $847K
9.18K $777K
REAL
The Real Real, Inc.

Consumer Cyclical
72.1K
New
$4.94 - $10.89 $356K - $785K
72.1K $775K
CORT
Corcept Therapeutics Inc

Healthcare
6.79K
+ 31.46%
$67.17 - $83.9 $456K - $569K
28.4K $2.36M
MRUS
Merus N.V.

Healthcare
5.63K
+ 96.43%
$52.33 - $94.15 $294K - $530K
11.5K $1.08M
PG
Procter & Gamble CO

Consumer Defensive
4.85K
New
$150.47 - $161.22 $730K - $782K
4.85K $745K
KO
Coca Cola CO

Consumer Defensive
10.5K
New
$65.67 - $71.67 $689K - $752K
10.5K $695K
SRRK
Scholar Rock Holding Corp

Healthcare
18.1K
New
$30.12 - $42.86 $544K - $774K
18.1K $674K
SES
Ses Ai Corp

Consumer Cyclical
399K
New
$0.84 - $1.9 $335K - $758K
399K $666K
TDUP
Thred Up Inc.

Consumer Cyclical
57.4K
+ 108.29%
$6.72 - $12.08 $386K - $693K
110K $1.06M
PEP
Pepsico Inc

Consumer Defensive
4.53K
New
$133.81 - $152.16 $606K - $689K
4.53K $635K
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
9.49K
New
$58.33 - $68.56 $554K - $651K
9.49K $553K
GH
Guardant Health, Inc.

Healthcare
7.09K
+ 69.61%
$40.98 - $67.42 $290K - $478K
17.3K $1.08M
NSSC
Napco Security Technologies, Inc

Industrials
12.6K
New
$29.42 - $43.66 $370K - $549K
12.6K $539K
MIR
Mirion Technologies, Inc.

Industrials
18.9K
+ 33.01%
$19.79 - $24.6 $374K - $465K
76.1K $1.77M
IRMD
Iradimed Corp

Healthcare
3.57K
+ 14.34%
$56.19 - $74.27 $201K - $265K
28.5K $2.03M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.85K
New
$103.83 - $179.9 $296K - $513K
2.85K $509K
Activity Summary
Buys All Purchases 120 New Holdings 52 Increased Positions 68 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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