13F filing recap · Q2 2025
What did Polen Capital Management buy in Q2 2025?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Polen account, including accounts that belong to no fund below.
Stock value
$32.59B
Positions
240
Estimated turnover
17.7%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Polen Capital Management opened a wide range of new positions during the quarter, led by Idexx Laboratories. Other notable additions included Icici Bank, Sea Limited, Makemytrip, Argan, Genedx Holdings, Bwx Technologies, Powell Industries, Vse Corporation, and Ies Holdings. The firm also initiated smaller stakes in Carvana, Joby Aviation, Dave, Cameco, Nuscale Power, Sofi Technologies, Nvidia, Carpenter Technology, Oddity Tech, and Commvault Systems, among many others.