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 | P31076105 Copa Holdings | Sell | -2,335-24.3% |
Q4 2024Dec 31, 2024 | TYL Tyler Technologies, Inc. | Sell - Position Exit | -2,397-100.0% |
Q4 2024Dec 31, 2024 | MELI MercadoLibre, Inc. | Sell | -2,420-6.2% |
Q4 2024Dec 31, 2024 | ELF e.l.f. Beauty, Inc. | Sell | -2,653-4.1% |
Q4 2024Dec 31, 2024 | ROAD Construction Partners, Inc. | Sell | -3,085-8.8% |
Q4 2024Dec 31, 2024 | LGIH LGI Homes, Inc. | Sell | -3,330-17.1% |
Q4 2024Dec 31, 2024 | IWM iShares Russell 2000 ETF | Sell | -3,374-25.2% |
Q4 2024Dec 31, 2024 | MKTX MarketAxess Holdings, Inc. | Sell | -4,312-49.7% |
Q4 2024Dec 31, 2024 | FIVE Five Below, Inc. | Sell - Position Exit | -5,004-100.0% |
Q4 2024Dec 31, 2024 | BIL SPDR Bloomberg 1-3 Month T-Bill | Sell - Position Exit | -5,072-100.0% |
Q4 2024Dec 31, 2024 | ASML ASML | Sell | -5,142-7.6% |
Q4 2024Dec 31, 2024 | KSPI Joint Stock Company Kaspi.kz - | Sell | -5,266-62.9% |
Q4 2024Dec 31, 2024 | ALGN Align Technology, Inc. | Sell | -5,711-55.9% |
Q4 2024Dec 31, 2024 | EXLS ExlService Holdings, Inc. | Sell | -6,355-2.0% |
Q4 2024Dec 31, 2024 | BL BlackLine, Inc. | Sell | -6,506-9.4% |
Q4 2024Dec 31, 2024 | AMN AMN Healthcare Services Inc | Sell | -6,670-14.9% |
Q4 2024Dec 31, 2024 | TECH Bio-Techne Corp | Sell | -6,683-24.4% |
Q4 2024Dec 31, 2024 | CATH Global X S&P 500 Catholic Value | Sell | -7,125-13.0% |
Q4 2024Dec 31, 2024 | EPAM EPAM Systems, Inc. | Sell | -7,268-35.1% |
Q4 2024Dec 31, 2024 | AZPN Aspen Technology, Inc. | Sell - Position Exit | -7,483-100.0% |
Q4 2024Dec 31, 2024 | ETSY Etsy, Inc. | Sell | -9,701-39.2% |
Q4 2024Dec 31, 2024 | DT Dynatrace, Inc. | Sell | -9,770-25.2% |
Q4 2024Dec 31, 2024 | DAVA Endava plc | Sell - Position Exit | -9,776-100.0% |
Q4 2024Dec 31, 2024 | IVV iShares Core S&P 500 ETF | Sell - Position Exit | -10,746-100.0% |
Q4 2024Dec 31, 2024 | CNM Core & Main, Inc. | Sell | -11,670-7.9% |
Q4 2024Dec 31, 2024 | MODG Topgolf Callaway Brands Corp. | Sell | -12,506-13.0% |
Q4 2024Dec 31, 2024 | SGOV iShares 0-3 Month Treasury Bond | Sell | -12,957-69.9% |
Q4 2024Dec 31, 2024 | GNRC Generac Holdlings Inc. | Sell | -13,486-23.3% |
Q4 2024Dec 31, 2024 | UL Unilever PLC | Sell | -13,682-5.3% |
Q4 2024Dec 31, 2024 | YETI YETI Holdings, Inc. | Sell | -15,179-13.4% |