Polen Focus Growth收购AVGO、BFX，退出TMO、IT

2025-10-14 00:51

Polen Focus Growth Portfolio underperformed with a return of 3.3% in Q3 2025, compared to the returns of 10.5% and 8.1% for the Russell 1000 Growth Index and S&P 500, respectively, for the same period.
In Q3 2025, the fund initiated new positions in Broadcom (NASDAQ:AVGO) and Boston Scientific (NYSE:BSX), it also added Starbucks (NASDAQ:SBUX), ServiceNow (NYSE:NOW), and CoStar Group (NASDAQ:CSGP) to its holdings.
During the third quarter, the fund exited Gartner (IT) and Thermo Fisher Scientific (NYSE:TMO) and trimmed its positions in Netflix (NASDAQ:NFLX), Alphabet (NASDAQ:GOOG), and Visa (NYSE:V).
Looking ahead, POLIX believes that despite appreciating materially, the fund’s new additions are still in the early part of the Gen AI infrastructure growth, and so it expects NVIDIA and Broadcom to contribute significantly to the earnings growth and return of the portfolio.
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