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 |
|---|---|---|---|
Q4 2024Dec 31, 2024 | PSTG Pure Storage, Inc. | Buy - Position Entry | +10,643 |
Q4 2024Dec 31, 2024 | CIGI Colliers International Group In | Buy - Position Entry | +8,226 |
Q4 2024Dec 31, 2024 | SITE SiteOne Landscape Supply, Inc. | Buy | +7,847+48.2% |
Q4 2024Dec 31, 2024 | SPY SPDR S&P 500 | Buy | +7,676+412.0% |
Q4 2024Dec 31, 2024 | IOO iShares Global 100 ETF | Buy - Position Entry | +6,708 |
Q4 2024Dec 31, 2024 | PCTY Paylocity Holding Corporation | Buy | +5,357+23.0% |
Q4 2024Dec 31, 2024 | RGEN Repligen Corporation | Buy | +5,173+14.6% |
Q4 2024Dec 31, 2024 | FSV FirstService Corporation | Buy | +4,634+16.5% |
Q4 2024Dec 31, 2024 | BAH Booz Allen Hamilton Holding Cor | Buy | +4,178+88.5% |
Q4 2024Dec 31, 2024 | Y4600W108 Karooooo | Buy | +2,639+24.8% |
Q4 2024Dec 31, 2024 | FND Floor & Decor Holdings, Inc. | Buy | +2,534+34.9% |
Q4 2024Dec 31, 2024 | AIT Applied Industrial Technologies | Buy | +2,352+14.5% |
Q4 2024Dec 31, 2024 | POOL Pool Corporation | Buy | +2,290+62.4% |
Q4 2024Dec 31, 2024 | L44385109 Globant | Buy | +1,545+0.2% |
Q4 2024Dec 31, 2024 | MEDP Medpace Holdings, Inc. | Buy | +1,259+8.4% |
Q4 2024Dec 31, 2024 | FERG Ferguson Enterprises Inc. | Buy - Position Entry | +1,238 |
Q4 2024Dec 31, 2024 | BLD TopBuild Corp. | Buy | +1,145+28.1% |
Q4 2024Dec 31, 2024 | KNSL Kinsale Capital Group, Inc. | Buy | +336+8.0% |
Q4 2024Dec 31, 2024 | OLLI Ollie's Bargain Outlet Holdings | Sell | -5-0.0% |
Q4 2024Dec 31, 2024 | HLNE Hamilton Lane Incorporated | Sell | -186-0.3% |
Q4 2024Dec 31, 2024 | NTES NetEase, Inc. | Sell | -549-10.4% |
Q4 2024Dec 31, 2024 | CRL Charles River Laboratories Inte | Sell | -1,256-22.8% |
Q4 2024Dec 31, 2024 | AAON AAON, Inc. | Sell | -1,371-4.2% |
Q4 2024Dec 31, 2024 | PYPL PayPal Holdings, Inc. | Sell | -1,372-15.6% |
Q4 2024Dec 31, 2024 | NKE Nike, Inc. | Sell | -1,630-10.7% |
Q4 2024Dec 31, 2024 | QLYS Qualys, Inc. | Sell | -1,803-8.8% |
Q4 2024Dec 31, 2024 | ADSK Autodesk, Inc. | Sell | -2,065-28.5% |
Q4 2024Dec 31, 2024 | IBP Installed Building Products, In | Sell | -2,211-12.3% |
Q4 2024Dec 31, 2024 | BWMN Bowman Consulting Group Ltd. | Sell | -2,218-5.4% |
Q4 2024Dec 31, 2024 | MORN Morningstar, Inc. | Sell | -2,290-37.0% |