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 | SITE SiteOne Landscape Supply, Inc. | Sell | -491-2.3% |
Q1 2024Mar 31, 2024 | APPF AppFolio, Inc. | Sell | -621-2.3% |
Q1 2024Mar 31, 2024 | SPY SPDR S&P 500 | Sell - Position Exit | -662-100.0% |
Q1 2024Mar 31, 2024 | LVS Las Vegas Sands Corp. | Sell | -680-0.3% |
Q1 2024Mar 31, 2024 | EPAM EPAM Systems, Inc. | Sell | -730-2.0% |
Q1 2024Mar 31, 2024 | BWMN Bowman Consulting Group Ltd. | Sell | -737-1.3% |
Q1 2024Mar 31, 2024 | FSV FirstService Corporation | Sell | -765-2.1% |
Q1 2024Mar 31, 2024 | ADP Automatic Data Processing, Inc. | Sell | -772-0.2% |
Q1 2024Mar 31, 2024 | LGIH LGI Homes, Inc. | Sell | -823-3.3% |
Q1 2024Mar 31, 2024 | QLYS Qualys, Inc. | Sell | -1,025-3.2% |
Q1 2024Mar 31, 2024 | SGOV iShares 0-3 Month Treasury Bond | Sell | -1,530-30.6% |
Q1 2024Mar 31, 2024 | FOXF Fox Factory Holding Corp. | Sell | -1,653-1.7% |
Q1 2024Mar 31, 2024 | MODG Topgolf Callaway Brands Corp. | Sell | -1,900-1.5% |
Q1 2024Mar 31, 2024 | EEFT Euronet Worldwide, Inc. | Sell | -2,011-2.6% |
Q1 2024Mar 31, 2024 | BL BlackLine, Inc. | Sell | -2,240-2.0% |
Q1 2024Mar 31, 2024 | TYL Tyler Technologies, Inc. | Sell | -2,867-46.5% |
Q1 2024Mar 31, 2024 | HLNE Hamilton Lane Incorporated | Sell | -3,484-3.7% |
Q1 2024Mar 31, 2024 | ALRM Alarm.com Holdings, Inc. | Sell | -3,489-2.7% |
Q1 2024Mar 31, 2024 | GOOGL Alphabet Inc. | Sell | -3,552-0.2% |
Q1 2024Mar 31, 2024 | MORN Morningstar, Inc. | Sell | -4,454-32.3% |
Q1 2024Mar 31, 2024 | DOCS Doximity, Inc. | Sell | -6,099-3.5% |
Q1 2024Mar 31, 2024 | XPEL XPEL, Inc. | Sell | -6,574-11.5% |
Q1 2024Mar 31, 2024 | FIVE Five Below, Inc. | Sell | -7,827-25.7% |
Q1 2024Mar 31, 2024 | VUG Vanguard Growth ETF | Sell - Position Exit | -8,412-100.0% |
Q1 2024Mar 31, 2024 | MELI MercadoLibre, Inc. | Sell | -9,900-22.9% |
Q1 2024Mar 31, 2024 | LLY Eli Lilly and Company | Sell | -9,995-1.7% |
Q1 2024Mar 31, 2024 | WRBY Warby Parker Inc. | Sell | -10,091-2.1% |
Q1 2024Mar 31, 2024 | CCCS CCC Intelligent Solutions Holdi | Sell | -12,599-2.2% |
Q1 2024Mar 31, 2024 | TPLC Timothy Plan US Large/Mid Cap C | Sell - Position Exit | -15,147-100.0% |
Q1 2024Mar 31, 2024 | TPIF Timothy Plan International ETF | Sell - Position Exit | -15,875-100.0% |