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 | ADBE Adobe Inc. | Sell | -1,318,865-31.7% |
Q1 2024Mar 31, 2024 | AMZN Amazon.com, Inc. | Sell | -1,862,644-5.1% |
Q1 2024Mar 31, 2024 | PYPL PayPal Holdings, Inc. | Sell | -20,745,006-99.8% |
Q1 2024Mar 31, 2024 | FND Floor & Decor Holdings, Inc. | Sell | -25,168,657-99.9% |
Q4 2023Dec 31, 2023 | FND Floor & Decor Holdings, Inc. | Buy | +25,141,795+59133.5% |
Q4 2023Dec 31, 2023 | MSFT Microsoft Corporation | Buy | +2,804,205+39.2% |
Q4 2023Dec 31, 2023 | BIL SPDR Bloomberg 1-3 Month T-Bill | Buy - Position Entry | +606,590 |
Q4 2023Dec 31, 2023 | MDT Medtronic | Buy | +188,715+23.7% |
Q4 2023Dec 31, 2023 | CNM Core & Main, Inc. | Buy - Position Entry | +187,140 |
Q4 2023Dec 31, 2023 | ACWX iShares MSCI ACWI ex U.S. ETF | Buy | +142,362+616.4% |
Q4 2023Dec 31, 2023 | MODG Topgolf Callaway Brands Corp. | Buy - Position Entry | +130,662 |
Q4 2023Dec 31, 2023 | WRBY Warby Parker Inc. | Buy | +119,758+32.4% |
Q4 2023Dec 31, 2023 | IWF iShares Russell 1000 Growth ETF | Buy | +115,901+38.7% |
Q4 2023Dec 31, 2023 | HDB HDFC Bank Limited | Buy | +90,214+19.1% |
Q4 2023Dec 31, 2023 | BMBL Bumble Inc. | Buy | +87,100+20.2% |
Q4 2023Dec 31, 2023 | SKIL Skillsoft Corp. | Buy - Position Entry | +78,190 |
Q4 2023Dec 31, 2023 | YUMC Yum China Holdings, Inc. | Buy | +60,539+28.7% |
Q4 2023Dec 31, 2023 | BWMN Bowman Consulting Group Ltd. | Buy - Position Entry | +56,575 |
Q4 2023Dec 31, 2023 | NVO Novo Nordisk A/S | Buy | +52,189+0.7% |
Q4 2023Dec 31, 2023 | ACWI iShares MSCI ACWI ETF | Buy | +47,303+87.1% |
Q4 2023Dec 31, 2023 | GNRC Generac Holdlings Inc. | Buy - Position Entry | +46,135 |
Q4 2023Dec 31, 2023 | VONG Vanguard Russell 1000 Growth ET | Buy - Position Entry | +33,266 |
Q4 2023Dec 31, 2023 | LGIH LGI Homes, Inc. | Buy - Position Entry | +25,236 |
Q4 2023Dec 31, 2023 | TECH Bio-Techne Corp | Buy - Position Entry | +22,383 |
Q4 2023Dec 31, 2023 | MEDP Medpace Holdings, Inc. | Buy - Position Entry | +16,870 |
Q4 2023Dec 31, 2023 | ETSY Etsy, Inc. | Buy | +15,598+83.3% |
Q4 2023Dec 31, 2023 | AMN AMN Healthcare Services Inc | Buy | +12,796+39.2% |
Q4 2023Dec 31, 2023 | ABT Abbott Laboratories | Buy | +6,112+0.0% |
Q4 2023Dec 31, 2023 | FOXF Fox Factory Holding Corp. | Buy | +5,354+5.9% |
Q4 2023Dec 31, 2023 | SGOV iShares 0-3 Month Treasury Bond | Buy - Position Entry | +5,005 |