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 | CRM Salesforce, Inc. | Sell | -16,128-45.2% |
Q4 2024Dec 31, 2024 | ONON ON Holding | Sell | -17,135-5.8% |
Q4 2024Dec 31, 2024 | ADP Automatic Data Processing, Inc. | Sell | -18,403-9.3% |
Q4 2024Dec 31, 2024 | GSHD Goosehead Insurance, Inc. | Sell | -21,548-20.4% |
Q4 2024Dec 31, 2024 | PDD PDD Holdings Inc. | Sell | -26,958-28.7% |
Q4 2024Dec 31, 2024 | FOXF Fox Factory Holding Corp. | Sell | -27,450-39.9% |
Q4 2024Dec 31, 2024 | HLI Houlihan Lokey, Inc. | Sell | -32,312-47.3% |
Q4 2024Dec 31, 2024 | CCCS CCC Intelligent Solutions Holdi | Sell | -33,886-4.3% |
Q4 2024Dec 31, 2024 | NVEE NV5 Global, Inc. | Sell - Position Exit | -40,808-100.0% |
Q4 2024Dec 31, 2024 | GOOGL Alphabet Inc. | Sell | -44,129-3.5% |
Q4 2024Dec 31, 2024 | LVS Las Vegas Sands Corp. | Sell | -48,210-23.8% |
Q4 2024Dec 31, 2024 | EEFT Euronet Worldwide, Inc. | Sell - Position Exit | -59,928-100.0% |
Q4 2024Dec 31, 2024 | AON Aon Plc | Sell | -62,167-8.0% |
Q4 2024Dec 31, 2024 | KB KB Financial Group Inc | Sell | -63,738-81.4% |
Q4 2024Dec 31, 2024 | HDB HDFC Bank Limited | Sell | -64,459-7.7% |
Q4 2024Dec 31, 2024 | SAP SAP SE | Sell | -64,471-6.1% |
Q4 2024Dec 31, 2024 | WRBY Warby Parker Inc. | Sell | -94,583-22.8% |
Q4 2024Dec 31, 2024 | ALRM Alarm.com Holdings, Inc. | Sell | -96,863-81.9% |
Q4 2024Dec 31, 2024 | RVLV Revolve Group, Inc. | Sell | -98,291-24.4% |
Q4 2024Dec 31, 2024 | PGNY Progyny, Inc. | Sell | -101,412-28.0% |
Q4 2024Dec 31, 2024 | YUMC Yum China Holdings, Inc. | Sell | -124,857-59.2% |
Q4 2024Dec 31, 2024 | OPCH Option Care Health, Inc. | Sell - Position Exit | -144,294-100.0% |
Q4 2024Dec 31, 2024 | NFLX Netflix, Inc. | Sell | -180,005-9.4% |
Q4 2024Dec 31, 2024 | MSCI MSCI Inc. | Sell | -196,055-8.8% |
Q4 2024Dec 31, 2024 | CWAN Clearwater Analytics Holdings, | Sell | -198,925-58.7% |
Q4 2024Dec 31, 2024 | MDT Medtronic | Sell | -240,551-23.5% |
Q4 2024Dec 31, 2024 | ADBE Adobe Inc. | Sell | -296,054-8.9% |
Q4 2024Dec 31, 2024 | PAYC Paycom Software, Inc. | Sell | -339,236-9.7% |
Q4 2024Dec 31, 2024 | MA Mastercard Incorporated | Sell | -340,889-8.9% |
Q4 2024Dec 31, 2024 | ICLR ICON | Sell | -342,260-32.5% |