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 |
|---|---|---|---|
Q3 2024Sep 30, 2024 | TREX Trex Company, Inc. | Sell | -190-3.5% |
Q3 2024Sep 30, 2024 | OLLI Ollie's Bargain Outlet Holdings | Sell | -192-1.5% |
Q3 2024Sep 30, 2024 | CRL Charles River Laboratories Inte | Sell | -211-3.7% |
Q3 2024Sep 30, 2024 | FND Floor & Decor Holdings, Inc. | Sell | -369-4.8% |
Q3 2024Sep 30, 2024 | LGIH LGI Homes, Inc. | Sell | -673-3.3% |
Q3 2024Sep 30, 2024 | TYL Tyler Technologies, Inc. | Sell | -713-22.9% |
Q3 2024Sep 30, 2024 | META Meta Platforms, Inc. | Sell - Position Exit | -808-100.0% |
Q3 2024Sep 30, 2024 | SITE SiteOne Landscape Supply, Inc. | Sell | -818-4.8% |
Q3 2024Sep 30, 2024 | CATH Global X S&P 500 Catholic Value | Sell | -1,053-1.9% |
Q3 2024Sep 30, 2024 | EXLS ExlService Holdings, Inc. | Sell | -1,250-0.4% |
Q3 2024Sep 30, 2024 | KSPI Joint Stock Company Kaspi.kz - | Sell | -1,315-13.6% |
Q3 2024Sep 30, 2024 | P31076105 Copa Holdings | Sell | -1,540-13.8% |
Q3 2024Sep 30, 2024 | FSV FirstService Corporation | Sell | -1,650-5.5% |
Q3 2024Sep 30, 2024 | MORN Morningstar, Inc. | Sell | -1,868-23.2% |
Q3 2024Sep 30, 2024 | AAON AAON, Inc. | Sell | -1,956-5.6% |
Q3 2024Sep 30, 2024 | AZPN Aspen Technology, Inc. | Sell | -2,370-24.1% |
Q3 2024Sep 30, 2024 | MEDP Medpace Holdings, Inc. | Sell | -2,377-13.7% |
Q3 2024Sep 30, 2024 | MPWR Monolithic Power Systems, Inc. | Sell - Position Exit | -2,442-100.0% |
Q3 2024Sep 30, 2024 | PYPL PayPal Holdings, Inc. | Sell | -3,957-31.0% |
Q3 2024Sep 30, 2024 | EEFT Euronet Worldwide, Inc. | Sell | -4,783-7.4% |
Q3 2024Sep 30, 2024 | BWMN Bowman Consulting Group Ltd. | Sell | -4,959-10.7% |
Q3 2024Sep 30, 2024 | EPAM EPAM Systems, Inc. | Sell | -5,053-19.6% |
Q3 2024Sep 30, 2024 | QLYS Qualys, Inc. | Sell | -5,064-19.8% |
Q3 2024Sep 30, 2024 | YETI YETI Holdings, Inc. | Sell | -7,396-6.1% |
Q3 2024Sep 30, 2024 | TECH Bio-Techne Corp | Sell | -8,014-22.6% |
Q3 2024Sep 30, 2024 | ETSY Etsy, Inc. | Sell | -8,187-24.9% |
Q3 2024Sep 30, 2024 | RH RH | Sell - Position Exit | -8,283-100.0% |
Q3 2024Sep 30, 2024 | DAVA Endava plc | Sell | -9,154-48.4% |
Q3 2024Sep 30, 2024 | OPCH Option Care Health, Inc. | Sell | -9,247-6.0% |
Q3 2024Sep 30, 2024 | ALGN Align Technology, Inc. | Sell | -9,791-48.9% |