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 2024Mar 31, 2024 | KB KB Financial Group Inc | Buy - Position Entry | +81,167 |
Q1 2024Mar 31, 2024 | DLO Dlocal | Buy | +77,679+6.5% |
Q1 2024Mar 31, 2024 | TME Tencent Music Entertainment Gro | Buy | +66,412+2.6% |
Q1 2024Mar 31, 2024 | SHOP Shopify Inc. | Buy | +50,879+6.5% |
Q1 2024Mar 31, 2024 | PGNY Progyny, Inc. | Buy | +37,483+11.0% |
Q1 2024Mar 31, 2024 | YUMC Yum China Holdings, Inc. | Buy | +35,719+13.2% |
Q1 2024Mar 31, 2024 | UL Unilever PLC | Buy | +32,879+7.0% |
Q1 2024Mar 31, 2024 | SAP SAP SE | Buy | +32,032+2.6% |
Q1 2024Mar 31, 2024 | GNRC Generac Holdlings Inc. | Buy | +27,939+60.6% |
Q1 2024Mar 31, 2024 | SITM SiTime Corporation | Buy | +26,935+77.8% |
Q1 2024Mar 31, 2024 | TECH Bio-Techne Corp | Buy | +14,641+65.4% |
Q1 2024Mar 31, 2024 | P31076105 Copa Holdings | Buy - Position Entry | +13,973 |
Q1 2024Mar 31, 2024 | AMN AMN Healthcare Services Inc | Buy | +13,333+29.4% |
Q1 2024Mar 31, 2024 | AON Aon Plc | Buy | +10,930+1.3% |
Q1 2024Mar 31, 2024 | FCX Freeport-McMoRan, Inc. | Buy - Position Entry | +10,410 |
Q1 2024Mar 31, 2024 | CATH Global X S&P 500 Catholic Value | Buy | +10,300+191.2% |
Q1 2024Mar 31, 2024 | NTES NetEase, Inc. | Buy - Position Entry | +4,000 |
Q1 2024Mar 31, 2024 | ETSY Etsy, Inc. | Buy | +3,917+11.4% |
Q1 2024Mar 31, 2024 | DAVA Endava plc | Buy | +3,833+5.8% |
Q1 2024Mar 31, 2024 | MKTX MarketAxess Holdings, Inc. | Buy | +3,704+83.0% |
Q1 2024Mar 31, 2024 | ASML ASML | Buy | +3,333+7.0% |
Q1 2024Mar 31, 2024 | IWM iShares Russell 2000 ETF | Buy | +3,266+184.1% |
Q1 2024Mar 31, 2024 | MSCI MSCI Inc. | Buy | +873+0.6% |
Q1 2024Mar 31, 2024 | AZPN Aspen Technology, Inc. | Buy | +291+2.6% |
Q1 2024Mar 31, 2024 | MEDP Medpace Holdings, Inc. | Buy | +89+0.5% |
Q1 2024Mar 31, 2024 | POOL Pool Corporation | Sell | -99-2.9% |
Q1 2024Mar 31, 2024 | MPWR Monolithic Power Systems, Inc. | Sell | -146-3.6% |
Q1 2024Mar 31, 2024 | CRL Charles River Laboratories Inte | Sell | -268-4.2% |
Q1 2024Mar 31, 2024 | RH RH | Sell | -427-2.6% |
Q1 2024Mar 31, 2024 | G4388N106 Helen of Troy | Sell | -470-2.3% |