Polen Capital Purchases in Q3 2025

Polen Capital Management LLC

  • $30.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SWIM
Latham Group, Inc.

Industrials
47.5K
+ 39.82%
$6.15 - $8.25 $292K - $392K
167K $1.27M
MCD
Mcdonalds Corp

Consumer Cyclical
1.66K
New
$291.67 - $316.99 $484K - $526K
1.66K $504K
MLI
Mueller Industries Inc

Industrials
4.98K
New
$82.07 - $101.7 $408K - $506K
4.98K $503K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
6.54K
New
$71.0 - $90.32 $464K - $591K
6.54K $503K
PSTG
Pure Storage, Inc.

Technology
5.96K
New
$54.47 - $88.29 $325K - $526K
5.96K $499K
PTGX
Protagonist Therapeutics, Inc

Healthcare
4.33K
+ 27.04%
$49.7 - $67.42 $215K - $292K
20.3K $1.35M
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
197
+ 0.15%
$4.68 - $8.3 $922 - $1.64K
133K $1.08M
BIDU
Baidu, Inc.

Communication Services
3.41K
New
$85.86 - $137.83 $293K - $470K
3.41K $449K
MVST
Microvast Holdings, Inc.

Industrials
113K
New
$2.53 - $4.12 $286K - $466K
113K $435K
AEHR
Aehr Test Systems

Technology
2.31K
+ 10.99%
$13.29 - $33.63 $30.7K - $77.6K
23.3K $702K
IHRT
I Heart Media, Inc.

Communication Services
142K
New
$1.6 - $3.11 $227K - $441K
142K $406K
META
Meta Platforms, Inc.

Communication Services
538
New
$695.21 - $791.73 $374K - $426K
538 $395K
OSTK
Overstock.Com, Inc

Consumer Cyclical
15.2K
New
N/A
15.2K $387K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
2.61K
+ 67.65%
$99.92 - $146.67 $261K - $383K
6.48K $858K
BBSI
Barrett Business Services Inc

Industrials
6.69K
+ 22.19%
$42.51 - $49.17 $284K - $329K
36.8K $1.63M
ATEC
Alphatec Holdings, Inc.

Healthcare
17.5K
+ 51.2%
$10.31 - $16.55 $181K - $290K
51.7K $751K
AVAV
Aero Vironment Inc

Industrials
1.14K
New
$226.08 - $314.89 $257K - $357K
1.14K $357K
KOD
Kodiak Sciences Inc.

Healthcare
21.6K
New
$3.68 - $16.37 $79.4K - $353K
21.6K $353K
VOE
Vanguard Mid Cap Value Index F

ETFs
2K
New
$164.63 - $174.58 $329K - $349K
2K $349K
U
Unity Software Inc.

Technology
8.64K
New
$24.01 - $46.53 $207K - $402K
8.64K $345K
AFRM
Affirm Holdings, Inc.

Technology
3.07K
+ 10.22%
$64.05 - $92.18 $197K - $283K
33.1K $2.42M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
515
+ 1.44%
$42.78 - $54.29 $22K - $28K
36.2K $1.88M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
693
New
$311.12 - $482.13 $216K - $334K
693 $316K
LRN
Stride, Inc.

Consumer Defensive
1.81K
+ 19.25%
$128.23 - $169.81 $232K - $308K
11.2K $1.67M
PBI
Pitney Bowes Inc

Industrials
20.3K
+ 29.69%
$10.92 - $12.79 $221K - $259K
88.5K $1.01M
RDVT
Red Violet, Inc.

Technology
3.16K
+ 11.68%
$41.14 - $52.46 $130K - $166K
30.2K $1.57M
AWI
Armstrong World Industries Inc

Industrials
1.19K
New
$163.99 - $199.13 $195K - $236K
1.19K $232K
EOSE
Eos Energy Enterprises, Inc.

Industrials
21.1K
New
$4.63 - $11.17 $97.6K - $235K
21.1K $232K
BEAM
Beam Therapeutics Inc.

Healthcare
9.13K
New
$16.01 - $25.1 $146K - $229K
9.13K $221K
UPWK
Upwork, Inc

Industrials
11.4K
New
$11.75 - $20.07 $134K - $228K
11.4K $211K
CHWY
Chewy, Inc.

Consumer Cyclical
5.12K
New
$34.27 - $42.33 $175K - $217K
5.12K $207K
PLPC
Preformed Line Products CO

Industrials
8
+ 0.14%
$140.59 - $206.33 $1.12K - $1.65K
5.66K $1.11M
GWRE
Guidewire Software, Inc.

Technology
902
New
$207.82 - $261.88 $187K - $236K
902 $207K
APPF
Appfolio Inc

Technology
753
New
$229.81 - $321.25 $173K - $242K
753 $207K
NMRK
Newmark Group, Inc.

Real Estate
11.1K
New
$12.2 - $19.58 $135K - $217K
11.1K $206K
ARLO
Arlo Technologies, Inc.

Industrials
11.3K
+ 22.96%
$15.72 - $18.54 $178K - $209K
60.5K $1.03M
XMTR
Xometry, Inc.

Industrials
588
+ 7.63%
$30.97 - $55.91 $18.2K - $32.9K
8.29K $451K
DOCS
Doximity, Inc.

Healthcare
1.3K
+ 21.91%
$57.33 - $75.12 $74.3K - $97.4K
7.21K $527K
LQDT
Liquidity Services Inc

Consumer Cyclical
60
+ 0.15%
$23.48 - $28.24 $1.41K - $1.69K
40.7K $1.12M
WAL
Western Alliance Bancorporation

Financial Services
1.17K
+ 21.32%
$76.33 - $91.49 $89.2K - $107K
6.65K $576K
NXE
Nex Gen Energy Ltd.

Energy
12.3K
New
$6.43 - $9.1 $79.1K - $112K
12.3K $110K
AUR
Aurora Innovation, Inc.

Technology
18.4K
New
$5.05 - $6.56 $92.7K - $120K
18.4K $98K
BRLT
Brilliant Earth Group, Inc.

Consumer Cyclical
44.6K
New
$1.38 - $2.92 $61.5K - $130K
44.6K $93K
AYI
Acuity Brands Inc

Industrials
63
+ 4.09%
$287.07 - $344.52 $18.1K - $21.7K
1.6K $552K
ESQ
Esquire Financial Holdings, Inc.

Financial Services
17
+ 0.15%
$92.99 - $105.19 $1.58K - $1.79K
11.7K $1.2M
CEG
Constellation Energy Corp

Utilities
189
+ 4.71%
$298.82 - $354.89 $56.5K - $67.1K
4.2K $1.38M
ASND
Ascendis Pharma A/S

Healthcare
47
+ 1.73%
$163.32 - $205.91 $7.68K - $9.68K
2.77K $549K
ADT
Adt Inc.

Industrials
5.21K
+ 7.15%
$8.27 - $8.85 $43.1K - $46.1K
78.1K $680K
GTES
Gates Industrial Corp PLC

Industrials
729
+ 3.92%
$23.38 - $26.14 $17K - $19.1K
19.3K $480K
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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