Polen Capital Management LLC released its third-quarter 2025 investor letter for the Polen International Growth Strategy. The strategy returned -4.23% gross and -4.53% net of fees, compared to the MSCI ACWI’s 6.89% gain. Check out the fund’s top 5 holdings for 2025.

In its investor letter, Polen International Growth Strategy highlighted ICON Public Limited Company (NASDAQ: ICLR). The stock had a one-month return of 11.43% and lost 15.68% over the last 52 weeks. On December 08, 2025, ICLR stock closed at $182.10 per share with a market cap of $14.162 billion.

According to Polen International Growth Strategy, ICON Public Limited Company (NASDAQ: ICLR) was among the top three contributors to the Portfolio’s performance in the quarter. The company exceeded expectations with strong results, indicating potential recovery and steady growth in EPS.

ICON Public Limited Company (NASDAQ: ICLR) was held by 43 hedge fund portfolios at the end of the third quarter. The company reported revenue of $2.043 billion in Q3 2025, with a year-on-year increase of 0.6%. While ICLR has potential as an investment, consider AI stocks for greater upside potential and less downside risk.

Read more at Yahoo Finance: Here’s How ICON plc (ICLR) Recovered from Challenges