David M. Polen – Polen Capital Management Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Polen Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 13, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – IDEXX Laboratories, Inc. (IDXX), ICICI Bank Limited (IBN), The Real Brokerage, Inc. (REAX), Joby Aviation (G65163100), Peloton Interactive, Inc. (PTON), and 146 more
Increases – Starbucks Corporation (SBUX), Adobe Inc. (ADBE), CoStar Group, Inc. (CSGP), ON Holding (ONON), ServiceNow, Inc. (NOW), and 4 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Polen Capital Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q1 2025Mar 31, 2025 | ZTS Zoetis Inc. | Buy | +1,313,653+17.6% |
Q1 2025Mar 31, 2025 | TME Tencent Music Entertainment Gro | Buy | +919,182+86.7% |
Q1 2025Mar 31, 2025 | G6683N103 Nu Holdings | Buy | +726,310+32.4% |
Q1 2025Mar 31, 2025 | LLY Eli Lilly and Company | Buy | +459,182+35.4% |
Q1 2025Mar 31, 2025 | WTW Willis Towers Watson | Buy | +237,953+185.1% |
Q1 2025Mar 31, 2025 | L44385109 Globant | Buy | +139,894+22.0% |
Q1 2025Mar 31, 2025 | CSGP CoStar Group, Inc. | Buy | +104,612+1.6% |
Q1 2025Mar 31, 2025 | ACWI iShares MSCI ACWI ETF | Buy | +66,994+21.1% |
Q1 2025Mar 31, 2025 | MELI MercadoLibre, Inc. | Buy | +31,939+87.3% |
Q1 2025Mar 31, 2025 | TECH Bio-Techne Corp | Buy | +25,554+123.1% |
Q1 2025Mar 31, 2025 | TREX Trex Company, Inc. | Buy | +22,474+39.9% |
Q1 2025Mar 31, 2025 | MNDY Monday.com | Buy | +18,075+34.0% |
Q1 2025Mar 31, 2025 | AAON AAON, Inc. | Buy | +17,909+56.8% |
Q1 2025Mar 31, 2025 | SGOV iShares 0-3 Month Treasury Bond | Buy | +17,730+318.4% |
Q1 2025Mar 31, 2025 | RMBS Rambus, Inc. | Buy | +9,858+9.9% |
Q1 2025Mar 31, 2025 | MEDP Medpace Holdings, Inc. | Buy | +8,243+50.8% |
Q1 2025Mar 31, 2025 | ELF e.l.f. Beauty, Inc. | Buy | +7,852+12.8% |
Q1 2025Mar 31, 2025 | BDC Belden Inc | Buy | +6,483+26.8% |
Q1 2025Mar 31, 2025 | CATH Global X S&P 500 Catholic Value | Buy | +5,692+12.0% |
Q1 2025Mar 31, 2025 | BIL SPDR Bloomberg 1-3 Month T-Bill | Buy - Position Entry | +5,242 |
Q1 2025Mar 31, 2025 | EPAM EPAM Systems, Inc. | Buy | +3,058+22.7% |
Q1 2025Mar 31, 2025 | ROAD Construction Partners, Inc. | Buy | +2,786+8.7% |
Q1 2025Mar 31, 2025 | PCTY Paylocity Holding Corporation | Buy | +2,649+9.2% |
Q1 2025Mar 31, 2025 | FN Fabrinet | Buy | +2,644+21.0% |
Q1 2025Mar 31, 2025 | AIT Applied Industrial Technologies | Buy | +2,604+14.0% |
Q1 2025Mar 31, 2025 | SAIA Saia, Inc. | Buy - Position Entry | +2,464 |
Q1 2025Mar 31, 2025 | MANH Manhattan Associates, Inc. | Buy - Position Entry | +2,226 |
Q1 2025Mar 31, 2025 | IWO iShares Russell 2000 Growth ETF | Buy - Position Entry | +1,528 |
Q1 2025Mar 31, 2025 | WING Wingstop Inc. | Buy - Position Entry | +1,476 |
Q1 2025Mar 31, 2025 | FIX Comfort Systems USA, Inc. | Buy - Position Entry | +1,166 |