Polen Capital Incresed Positions in Q3 2025

Polen Capital Management LLC

  • $30.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
6.28M
+ 36850.09%
$153.3 - $186.58 $963M - $1.17B
6.3M $1.17B
UBER
Uber Technologies, Inc

Technology
4.55M
+ 24571.56%
$86.91 - $99.57 $396M - $453M
4.57M $448M
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
BE
Bloom Energy Corp

Industrials
63.1K
+ 92.33%
$22.13 - $86.27 $1.4M - $5.44M
131K $11.1M
VIST
Vista Energy, S.A.B. De C.V.

Energy
197K
+ 1400.33%
$33.7 - $48.92 $6.64M - $9.63M
211K $7.26M
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
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
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
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
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
TDUP
Thred Up Inc.

Consumer Cyclical
57.4K
+ 108.29%
$6.72 - $12.08 $386K - $693K
110K $1.06M
GH
Guardant Health, Inc.

Healthcare
7.09K
+ 69.61%
$40.98 - $67.42 $290K - $478K
17.3K $1.08M
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
SWIM
Latham Group, Inc.

Industrials
47.5K
+ 39.82%
$6.15 - $8.25 $292K - $392K
167K $1.27M
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
AEHR
Aehr Test Systems

Technology
2.31K
+ 10.99%
$13.29 - $33.63 $30.7K - $77.6K
23.3K $702K
ASTE
Astec Industries Inc

Industrials
7.15K
+ 65.28%
$37.91 - $48.58 $271K - $347K
18.1K $871K
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
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
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
PLPC
Preformed Line Products CO

Industrials
8
+ 0.14%
$140.59 - $206.33 $1.12K - $1.65K
5.66K $1.11M
XMTR
Xometry, Inc.

Industrials
588
+ 7.63%
$30.97 - $55.91 $18.2K - $32.9K
8.29K $451K
ARLO
Arlo Technologies, Inc.

Industrials
11.3K
+ 22.96%
$15.72 - $18.54 $178K - $209K
60.5K $1.03M
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
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
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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