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HoldLens
Polen Capital · quarter digest

What Polen Capital did in Q2 2025

Polen Capital Management filed 45 moves in Q2 2025: 16 new, 4 add, 23 trim, 2 exit.

13F filed 2025-08-14. Manager quality score: q8. Philosophy: Concentrated quality growth. 20-30 names only. Hold forever.

New positions · 16

Fresh money

IBKRIDEXX LABS INC
NEW·2.0% book·−7
ARGANARGAN INC
NEW·0.0% book·+2
DAVEDAVE INC
NEW·0.0% book·−1
GRAILGRAIL INC
NEW·0.0% book·−5
HCIHCI GROUP INC
NEW·0.0% book·+2
ITRONITRON INC
NEW·0.0% book·−1
MAREXMAREX GROUP PLC
NEW·0.0% book·−1
NAYAXNAYAX LTD
NEW·0.0% book·−4
NVDANVIDIA CORPORATION
NEW·0.0% book·+19
OPPFIOPPFI INC
NEW·0.0% book·−3
PORCHPORCH GROUP INC
NEW·0.0% book·−1
SEASEA LTD
NEW·0.0% book·−1
FTITECHNIPFMC PLC
NEW·0.0% book·−5
TSLATESLA INC
NEW·0.0% book·−4
UBERUBER TECHNOLOGIES INC
NEW·0.0% book·+19
VSEVSE CORP
NEW·0.0% book·+1
Adds · 4

Adding to conviction

ADBEADOBE INC
ADD +19%·4.0% book·−5
NOWSERVICENOW INC
ADD +24%·3.7% book·+7
SBUXSTARBUCKS CORP
ADD +88%·2.7% book·−5
SPGSPDR S&P 500 ETF TR
ADD +78%·0.0% book·+10
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Trims · 23

Taking chips off

AMZNAMAZON COM INC
TRIM -22%·9.4% book·+6
MSFTMICROSOFT CORP
TRIM -9%·8.3% book·+6
VVISA INC
TRIM -7%·6.1% book·+8
MAMASTERCARD INCORPORATED
TRIM -7%·5.2% book·+17
ABTABBOTT LABS
TRIM -6%·4.5% book·−8
GOOGALPHABET INC
TRIM -12%·3.6% book·0
NFLXNETFLIX INC
TRIM -8%·3.4% book·+6
MSCIMSCI INC
TRIM -7%·3.1% book·+19
AONAON PLC
TRIM -9%·3.0% book·−7
WDAYWORKDAY INC
TRIM -9%·2.6% book·−9
SAPSAP SE
TRIM -10%·0.5% book·−5
IVVISHARES TR
TRIM -43%·0.3% book·0
ICONICON PLC
TRIM -15%·0.2% book·−6
MDTMEDTRONIC PLC
TRIM -63%·0.1% book·−8
SPOTSPOTIFY TECHNOLOGY S A
TRIM -24%·0.1% book·+1
AAONAAON INC
TRIM -94%·0.0% book·−6
AAPLAPPLE INC
TRIM -100%·0.0% book·−20
NKENIKE INC
TRIM -41%·0.0% book·+5
PYPLPAYPAL HLDGS INC
TRIM -14%·0.0% book·−7
CRMSALESFORCE INC
TRIM -40%·0.0% book·−8
TREXTREX CO INC
TRIM -92%·0.0% book·−3
UNHUNITEDHEALTH GROUP INC
TRIM -99%·0.0% book·+12
VTIVANGUARD INDEX FDS
TRIM -12%·0.0% book·+4
Exits · 2

Closed positions

POOLPOOL CORP
EXIT·0.0% book·−4
SAIASAIA INC
EXIT·0.0% book·0
Current top holdings

Polen Capital’s book, latest snapshot

#TickerWeight
1MSFT
Microsoft
9.4%
2GOOGL
Alphabet Class A
8.1%
3V
Visa
7.8%
4NOW
ServiceNow
7.8%
5MA
Mastercard
5.6%
6META
Meta Platforms
4.1%

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.