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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

268 changes from Polen Capital, filed 2025-08-13 for period end 2025-06-30.

$32.6B portfolio value
StockActionChangeCurrentPortfolio Impact
68389X105
ORACLE CORP
Increased$857.0M$2.6B2.63%
45168D104
IDEXX LABS INC
New$641.2M$641.2M1.97%
37833100
APPLE INC
Reduced-$593.8M$1.7M1.82%
91324P102
UNITEDHEALTH GROUP INC
Reduced-$541.5M$1.9M1.66%
594918104
MICROSOFT CORP
Increased$468.8M$2.7B1.44%
81762P102
SERVICENOW INC
Increased$453.8M$1.2B1.39%
855244109
STARBUCKS CORP
Increased$382.4M$885.9M1.17%
23135106
AMAZON COM INC
Reduced-$322.3M$3.1B0.99%
883556102
THERMO FISHER SCIENTIFIC INC
Reduced-$267.6M$888.1M0.82%
64110L106
NETFLIX INC
Increased$263.6M$1.1B0.81%
82509L107
SHOPIFY INC
Increased$236.5M$1.7B0.73%
G0403H108
AON PLC
Reduced-$220.8M$979.5M0.68%
00724F101
ADOBE INC
Increased$217.6M$1.3B0.67%
98978V103
ZOETIS INC
Reduced-$135.1M$1.3B0.41%
G1151C101
ACCENTURE PLC IRELAND
Reduced-$120.3M$880.9M0.37%
92826C839
VISA INC
Reduced-$118.8M$2.0B0.36%
532457108
ELI LILLY & CO
Reduced-$94.4M$1.4B0.29%
57636Q104
MASTERCARD INCORPORATED
Reduced-$78.8M$1.7B0.24%
L44385109
GLOBANT S A
Reduced-$66.4M$24.8M0.20%
98138H101
WORKDAY INC
Reduced-$63.9M$857.3M0.20%
2824100
ABBOTT LABS
Reduced-$59.1M$1.5B0.18%
670100205
NOVO-NORDISK A S
Reduced-$57.2M$12.3M0.18%
55354G100
MSCI INC
Reduced-$52.1M$1.0B0.16%
9066101
AIRBNB INC
Increased$50.2M$973.3M0.15%
464287614
ISHARES TR
Reduced-$43.4M$95.8M0.13%
G5960L103
MEDTRONIC PLC
Reduced-$36.1M$20.5M0.11%
366651107
GARTNER INC
Reduced-$35.7M$315.0M0.11%
22160N109
COSTAR GROUP INC
Increased$33.6M$556.7M0.10%
464288257
ISHARES TR
Reduced-$33.4M$11.4M0.10%
G4705A100
ICON PLC
Reduced-$32.5M$78.6M0.10%
58733R102
MERCADOLIBRE INC
Increased$28.8M$162.5M0.09%
G96629103
WILLIS TOWERS WATSON PLC LTD
Reduced-$27.6M$96.3M0.08%
53015103
AUTOMATIC DATA PROCESSING IN
Reduced-$21.7M$29.2M0.07%
45104G104
ICICI BANK LIMITED
New$16.8M$16.8M0.05%
H5919C104
ON HLDG AG
Increased$15.0M$25.5M0.05%
02079K305
ALPHABET INC
Increased$14.8M$109.3M0.05%
81141R100
SEA LTD
New$13.4M$13.4M0.04%
M7S64H106
MONDAY COM LTD
Increased$13.4M$30.7M0.04%
302081104
EXLSERVICE HOLDINGS INC
Reduced-$10.4M$1.8M0.03%
V5633W109
MAKEMYTRIP LIMITED MAURITIUS
New$10.3M$10.3M0.03%
4.01E+112
ARGAN INC
New$9.9M$9.9M0.03%
88034P109
TENCENT MUSIC ENTMT GROUP
Reduced-$9.2M$19.3M0.03%
81663L200
GENEDX HOLDINGS CORP
New$7.5M$7.5M0.02%
70432V102
PAYCOM SOFTWARE INC
Reduced-$6.6M$670.2M0.02%
407497106
HAMILTON LANE INC
Reduced-$6.3M$1.4M0.02%
58506Q109
MEDPACE HLDGS INC
Reduced-$6.0M$1.4M0.02%
05605H100
BWX TECHNOLOGIES INC
New$5.9M$5.9M0.02%
38267D109
GOOSEHEAD INS INC
Reduced-$5.5M$1.7M0.02%
739128106
POWELL INDS INC
New$5.3M$5.3M0.02%
918284100
VSE CORP
New$5.2M$5.2M0.02%
45765U103
INSIGHT ENTERPRISES INC
Reduced-$5.0M$1.4M0.02%
517834107
LAS VEGAS SANDS CORP
Reduced-$4.8M$568,5020.01%
441593100
HOULIHAN LOKEY INC
Reduced-$4.8M$459,7720.01%
12510Q100
CCC INTELLIGENT SOLUTIONS HL
Reduced-$4.5M$390,4960.01%
3.3767E+206
FIRSTSERVICE CORP NEW
Reduced-$4.5M$392,3710.01%
98850P109
YUM CHINA HLDGS INC
Sold out-$4.5M$00.01%
7.434E+107
PROGYNY INC
Reduced-$4.4M$1.4M0.01%
03820C105
APPLIED INDL TECHNOLOGIES IN
Reduced-$4.4M$363,7840.01%
750917106
RAMBUS INC DEL
Reduced-$4.4M$1.3M0.01%
89531P105
TREX CO INC
Reduced-$4.3M$324,1590.01%
70438V106
PAYLOCITY HLDG CORP
Reduced-$4.2M$1.7M0.01%
44951W106
IES HLDGS INC
New$4.1M$4.1M0.01%
21874C102
CORE & MAIN INC
Reduced-$4.0M$2.1M0.01%
146869102
CARVANA CO
New$3.9M$3.9M0.01%
26856L103
E L F BEAUTY INC
Reduced-$3.9M$480,8360.01%
368736104
GENERAC HLDGS INC
Reduced-$3.9M$362,3210.01%
Y4600W108
KAROOOOO LTD
Increased$3.9M$4.2M0.01%
G65163100
JOBY AVIATION INC
New$3.8M$3.8M0.01%
G6683N103
NU HLDGS LTD
Increased$3.7M$34.1M0.01%
759916109
REPLIGEN CORP
Reduced-$3.7M$238,4360.01%
360206
AAON INC
Reduced-$3.6M$236,2210.01%
23834J201
DAVE INC
New$3.4M$3.4M0.01%
13321L108
CAMECO CORP
New$3.4M$3.4M0.01%
67079K100
NUSCALE PWR CORP
New$3.4M$3.4M0.01%
26701L100
DUTCH BROS INC
Reduced-$3.2M$1.0M0.01%
83406F102
SOFI TECHNOLOGIES INC
New$3.1M$3.1M0.01%
185123106
CLEARWATER ANALYTICS HLDGS I
Reduced-$3.1M$258,4450.01%
29414B104
EPAM SYS INC
Sold out-$2.8M$00.01%
09073M104
BIO-TECHNE CORP
Sold out-$2.7M$00.01%
67066G104
NVIDIA CORPORATION
New$2.7M$2.7M0.01%
76156B107
REVOLVE GROUP INC
Reduced-$2.7M$763,7250.01%
144285103
CARPENTER TECHNOLOGY CORP
New$2.6M$2.6M0.01%
02079K107
ALPHABET INC
Increased$2.6M$1.2B0.01%
M7518J104
ODDITY TECH LTD
New$2.5M$2.5M0.01%
09239B109
BLACKLINE INC
Reduced-$2.4M$269,6810.01%
82982L103
SITEONE LANDSCAPE SUPPLY INC
Reduced-$2.4M$220,2320.01%
971378104
WILLSCOT HLDGS CORP
Reduced-$2.3M$936,5870.01%
204166102
COMMVAULT SYS INC
New$2.3M$2.3M0.01%
450047303
IRSA INVERSIONES Y REP S A
New$2.3M$2.3M0.01%
G25457105
CREDO TECHNOLOGY GROUP HOLDI
New$2.3M$2.3M0.01%
803054204
SAP SE
Increased$2.3M$147.9M0.01%
53263P105
LIMBACH HLDGS INC
New$2.2M$2.2M0.01%
88160R101
TESLA INC
New$2.1M$2.1M0.01%
4.0416E+107
HCI GROUP INC
New$2.1M$2.1M0.01%
03945R102
ARCHER AVIATION INC
New$2.1M$2.1M0.01%
00827B106
AFFIRM HLDGS INC
New$2.1M$2.1M0.01%
49714P108
KINSALE CAP GROUP INC
Sold out-$2.1M$00.01%
464287655
ISHARES TR
Sold out-$2.1M$00.01%
5.415E+108
LOMA NEGRA C I A S A MTN 14
New$2.1M$2.1M0.01%
293594107
ENOVIX CORPORATION
New$2.0M$2.0M0.01%
77347300
BEL FUSE INC
New$2.0M$2.0M0.01%
399909100
GRUPO FINANCIERO GALICIA S.A
New$2.0M$2.0M0.01%
464288240
ISHARES TR
Reduced-$1.9M$1.3M0.01%
20459V105
COMPOSECURE INC
New$1.9M$1.9M0.01%
607828100
MODINE MFG CO
New$1.9M$1.9M0.01%
45780R101
INSTALLED BLDG PRODS INC
Reduced-$1.9M$781,6870.01%
74758T303
QUALYS INC
Reduced-$1.9M$207,4470.01%
46436E718
ISHARES TR
Reduced-$1.8M$500,6310.01%
77454106
BELDEN INC
Reduced-$1.8M$1.2M0.01%
75585H206
THE REAL BROKERAGE INC
New$1.8M$1.8M0.01%
G3323L100
FABRINET
Reduced-$1.8M$1.2M0.01%
73278L105
POOL CORP
Sold out-$1.8M$00.01%
G87110105
TECHNIPFMC PLC
New$1.8M$1.8M0.01%
30111207
AMERICAN SUPERCONDUCTOR CORP
New$1.7M$1.7M0.01%
90353T100
UBER TECHNOLOGIES INC
New$1.7M$1.7M0.01%
87422Q109
TALEN ENERGY CORP
New$1.7M$1.7M0.01%
G3730V105
FTAI AVIATION LTD
New$1.7M$1.7M0.01%
46433108
ASTRONICS CORP
New$1.7M$1.7M0.01%
00650F109
ADAPTIVE BIOTECHNOLOGIES COR
New$1.7M$1.7M0.01%
90138F102
TWILIO INC
New$1.7M$1.7M0.01%
G29018101
DLOCAL LTD
Increased$1.6M$6.9M0.01%
93712107
BLOOM ENERGY CORP
New$1.6M$1.6M0.01%
913915104
UNIVERSAL TECHNICAL INST INC
New$1.6M$1.6M0.00%
50077B207
KRATOS DEFENSE & SEC SOLUTIO
New$1.6M$1.6M0.00%
733245104
PORCH GROUP INC
New$1.6M$1.6M0.00%
218352102
CORCEPT THERAPEUTICS INC
New$1.6M$1.6M0.00%
10806X102
BRIDGEBIO PHARMA INC
New$1.5M$1.5M0.00%
89377M109
TRANSMEDICS GROUP INC
New$1.5M$1.5M0.00%
89055F103
TOPBUILD CORP
Sold out-$1.5M$00.00%
53190C102
LIFE TIME GROUP HOLDINGS INC
New$1.5M$1.5M0.00%
46266A109
IRADIMED CORP
New$1.5M$1.5M0.00%
70614W100
PELOTON INTERACTIVE INC
New$1.5M$1.5M0.00%
447462102
HURON CONSULTING GROUP INC
New$1.5M$1.5M0.00%
79589L106
SAMSARA INC
New$1.4M$1.4M0.00%
L1995B107
CORPORACION AMER ARPTS S A
New$1.4M$1.4M0.00%
86333M108
STRIDE INC
New$1.4M$1.4M0.00%
92645B103
VICTORY CAP HLDGS INC
New$1.4M$1.4M0.00%
819047101
SHAKE SHACK INC
New$1.4M$1.4M0.00%
75704L104
RED VIOLET INC
New$1.3M$1.3M0.00%
63888U108
NATURAL GROCERS BY VITAMIN C
New$1.3M$1.3M0.00%
21037T109
CONSTELLATION ENERGY CORP
New$1.3M$1.3M0.00%
00218A105
ASP ISOTOPES INC
New$1.3M$1.3M0.00%
L8681T102
SPOTIFY TECHNOLOGY S A
Increased$1.3M$22.6M0.00%
29082A107
EMBRAER S.A.
New$1.3M$1.3M0.00%
268150109
DYNATRACE INC
Sold out-$1.3M$00.00%
68463108
BARRETT BUSINESS SVCS INC
New$1.3M$1.3M0.00%
74623V103
PURECYCLE TECHNOLOGIES INC
New$1.3M$1.3M0.00%
48238T109
OPENLANE INC
New$1.2M$1.2M0.00%
60471A101
MIRION TECHNOLOGIES INC
New$1.2M$1.2M0.00%
830879102
SKYWEST INC
New$1.2M$1.2M0.00%
683797104
OPPENHEIMER HLDGS INC
New$1.2M$1.2M0.00%
21044C107
CONSTRUCTION PARTNERS INC
Reduced-$1.2M$1.3M0.00%
92840M102
VISTRA CORP
New$1.2M$1.2M0.00%
465741106
ITRON INC
New$1.1M$1.1M0.00%
384747101
GRAIL INC
New$1.1M$1.1M0.00%
29667J101
ESQUIRE FINL HLDGS INC
New$1.1M$1.1M0.00%
722304102
PDD HOLDINGS INC
Reduced-$1.1M$6.7M0.00%
83066P309
SKILLSOFT CORP
Sold out-$1.1M$00.00%
M4R82T106
FIVERR INTL LTD
New$1.1M$1.1M0.00%
617700109
MORNINGSTAR INC
Sold out-$1.1M$00.00%
46578C108
IVANHOE ELECTRIC INC
New$1.0M$1.0M0.00%
687793109
OSCAR HEALTH INC
New$1.0M$1.0M0.00%
40054A108
GRUPO SUPERVIELLE S.A.
New$1.0M$1.0M0.00%
231561101
CURTISS WRIGHT CORP
New$1.0M$1.0M0.00%
29362U104
ENTEGRIS INC
Sold out-$1.0M$00.00%
85208M102
SPROUTS FMRS MKT INC
New$999,036$999,0360.00%
163072101
CHEESECAKE FACTORY INC
New$996,545$996,5450.00%
629377508
NRG ENERGY INC
New$984,677$984,6770.00%
50187T106
LGI HOMES INC
Sold out-$965,349$00.00%
194693107
COLLIERS INTL GROUP INC
Sold out-$962,273$00.00%
53635B107
LIQUIDITY SVCS INC
New$958,415$958,4150.00%
1744101
AMN HEALTHCARE SVCS INC
Sold out-$943,278$00.00%
M85548101
STRATASYS LTD
New$937,466$937,4660.00%
740444104
PREFORMED LINE PRODS CO
New$903,246$903,2460.00%
7.4366E+106
PROTAGONIST THERAPEUTICS INC
New$884,265$884,2650.00%
94419L101
WAYFAIR INC
New$884,006$884,0060.00%
57060D108
MARKETAXESS HLDGS INC
Sold out-$875,352$00.00%
42226A107
HEALTHEQUITY INC
New$863,537$863,5370.00%
78709Y105
SAIA INC
Sold out-$860,996$00.00%
79466L302
SALESFORCE INC
Reduced-$855,502$1.4M0.00%
68386H103
OPPFI INC
New$850,214$850,2140.00%
04206A101
ARLO TECHNOLOGIES INC
New$834,262$834,2620.00%
859241101
STERLING INFRASTRUCTURE INC
New$823,475$823,4750.00%
75134P600
RAMACO RES INC
New$817,374$817,3740.00%
604749101
MIRUM PHARMACEUTICALS INC
New$789,151$789,1510.00%
78462F103
SPDR S&P 500 ETF TR
Increased$785,599$1.6M0.00%
87151X101
SYMBOTIC INC
New$777,117$777,1170.00%
N07059210
ASML HOLDING N V
Increased$776,579$35.7M0.00%
103002101
BOWMAN CONSULTING GROUP LTD
Sold out-$773,152$00.00%
08265T208
BENTLEY SYS INC
Sold out-$765,714$00.00%
05464C101
AXON ENTERPRISE INC
New$763,361$763,3610.00%
51819L107
LATHAM GROUP INC
New$760,604$760,6040.00%
970646105
WILLIS LEASE FIN CORP
New$753,450$753,4500.00%
724479100
PITNEY BOWES INC
New$744,302$744,3020.00%
M7S64L123
PAGAYA TECHNOLOGIES LTD
New$735,178$735,1780.00%
438333106
HONEST CO INC
New$733,204$733,2040.00%
G5S37H101
MAREX GROUP PLC
New$731,103$731,1030.00%
339750101
FLOOR & DECOR HLDGS INC
Sold out-$718,114$00.00%
M6372Q113
KORNIT DIGITAL LTD
New$718,054$718,0540.00%
L6388F110
MILLICOM INTL CELLULAR S A
New$702,675$702,6750.00%
30041R108
EVERQUOTE INC
New$696,529$696,5290.00%
433000106
HIMS & HERS HEALTH INC
New$695,358$695,3580.00%
67059N108
NUTANIX INC
New$688,801$688,8010.00%
92837L109
VISTA ENERGY S.A.B. DE C.V.
New$672,304$672,3040.00%
72703H101
PLANET FITNESS INC
New$637,070$637,0700.00%
M7S750159
NAYAX LTD
New$635,111$635,1110.00%
9.8422E+107
XERIS BIOPHARMA HOLDINGS INC
New$621,082$621,0820.00%
00090Q103
ADT INC DEL
New$617,683$617,6830.00%
65487K100
NLIGHT INC
New$598,764$598,7640.00%
112463104
BROOKDALE SR LIVING INC
New$584,730$584,7300.00%
01644J108
ALKAMI TECHNOLOGY INC
New$570,098$570,0980.00%
922042742
VANGUARD INTL EQUITY INDEX F
Reduced-$559,488$711,1700.00%
899104
ADMA BIOLOGICS INC
New$553,803$553,8030.00%
632307104
NATERA INC
New$544,494$544,4940.00%
88322Q108
TG THERAPEUTICS INC
New$531,500$531,5000.00%
40131M109
GUARDANT HEALTH INC
New$529,923$529,9230.00%
762544104
RIBBON COMMUNICATIONS INC
New$522,054$522,0540.00%
125141101
CECO ENVIRONMENTAL CORP
New$518,554$518,5540.00%
600551204
MILLER INDS INC TENN
New$512,624$512,6240.00%
40415F101
HDFC BANK LTD
Increased$497,309$43.8M0.00%
71944F106
PHREESIA INC
New$494,151$494,1510.00%
82982T106
SITIME CORP
New$492,641$492,6410.00%
154760409
CENTRAL PAC FINL CORP
New$482,452$482,4520.00%
78468R663
SPDR SERIES TRUST
Sold out-$480,849$00.00%
04351P101
ASCENDIS PHARMA A/S
New$469,299$469,2990.00%
00508Y102
ACUITY INC
New$459,444$459,4440.00%
76134H101
RESOLUTE HLDGS MGMT INC
New$456,920$456,9200.00%
46224101
ASTEC INDS INC
New$456,756$456,7560.00%
984245100
YPF SOCIEDAD ANONIMA
New$430,896$430,8960.00%
88023B103
TEMPUS AI INC
New$429,467$429,4670.00%
G39108108
GATES INDL CORP PLC
New$428,703$428,7030.00%
957638109
WESTERN ALLIANCE BANCORP
New$427,564$427,5640.00%
74624M102
PURE STORAGE INC
Sold out-$424,859$00.00%
01973R101
ALLISON TRANSMISSION HLDGS I
New$416,911$416,9110.00%
88162G103
TETRA TECH INC NEW
Sold out-$411,284$00.00%
8.8556E+106
THREDUP INC
New$396,888$396,8880.00%
464287648
ISHARES TR
Sold out-$390,530$00.00%
562750109
MANHATTAN ASSOCIATES INC
Sold out-$385,187$00.00%
02081G201
ALPHATEC HLDGS INC
New$379,531$379,5310.00%
H5870P102
OCULIS HOLDING AG
New$377,952$377,9520.00%
501270102
KURA SUSHI USA INC
New$376,944$376,9440.00%
199908104
COMFORT SYS USA INC
Sold out-$375,837$00.00%
93403J106
WARBY PARKER INC
Reduced-$373,979$2.3M0.00%
81764X103
SERVICETITAN INC
New$370,950$370,9500.00%
26622P107
DOXIMITY INC
New$362,826$362,8260.00%
05464T104
AXSOME THERAPEUTICS INC
New$337,388$337,3880.00%
87043Q108
SWEETGREEN INC
New$337,047$337,0470.00%
69608A108
PALANTIR TECHNOLOGIES INC
New$333,848$333,8480.00%
974155103
WINGSTOP INC
Sold out-$332,956$00.00%
7.0805E+113
PENNANT GROUP INC
New$327,156$327,1560.00%
23292B104
D MARKET ELECTR SVCS & TRADI
New$310,006$310,0060.00%
N5749R100
MERUS N V
New$306,868$306,8680.00%
464287572
ISHARES TR
Sold out-$305,553$00.00%
829401108
SIONNA THERAPEUTICS INC
New$294,516$294,5160.00%
45827U109
INTAPP INC
New$288,814$288,8140.00%
M2197Q107
CELLEBRITE DI LTD
Sold out-$288,516$00.00%
00760J108
AEHR TEST SYS
New$271,530$271,5300.00%
124155102
BUTTERFLY NETWORK INC
New$269,604$269,6040.00%
98423F109
XOMETRY INC
New$260,251$260,2510.00%
922908736
VANGUARD INDEX FDS
Increased$248,686$5.7M0.00%
55406W103
LUXEXPERIENCE BV
New$241,844$241,8440.00%
464287200
ISHARES TR
New$220,420$220,4200.00%
52769106
AUTODESK INC
Reduced-$209,617$433,1770.00%
654106103
NIKE INC
Reduced-$134,554$259,5980.00%
64110W102
NETEASE INC
Increased$126,171$570,8880.00%
37954Y889
GLOBAL X FDS
Reduced-$55,408$3.5M0.00%
681116109
OLLIES BARGAIN OUTLET HLDGS
Reduced-$25,844$1.0M0.00%
70450Y103
PAYPAL HLDGS INC
Reduced-$8,324$314,2250.00%

Evidence

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IncreasedG9460G101

Mohnish Pabrai

Mohnish Pabrai (Dalal Street) filed a 13F change in VALARIS LTD (G9460G101) on 2025-08-13, covering period end 2025-06-30.

MP

Mohnish Pabrai

Mohnish Pabrai (Dalal Street) filed a 13F change in AUTONATION INC (05329W102) on 2025-08-13, covering period end 2025-06-30.

AC
Sold outG1151C101

AKO Capital

AKO Capital filed a 13F change in ACCENTURE PLC IRELAND (G1151C101) on 2025-08-13, covering period end 2025-06-30.

Polen Capital disclosed new in ICICI BANK LIMITED | TradingNote AI