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 |
|---|---|---|---|
Q2 2023Jun 30, 2023 | TYL Tyler Technologies, Inc. | Buy | +207+1.7% |
Q2 2023Jun 30, 2023 | PAYC Paycom Software, Inc. | Sell | -90-0.6% |
Q2 2023Jun 30, 2023 | CRL Charles River Laboratories Inte | Sell | -514-9.4% |
Q2 2023Jun 30, 2023 | AZPN Aspen Technology, Inc. | Sell | -804-9.7% |
Q2 2023Jun 30, 2023 | G4388N106 Helen of Troy | Sell | -861-3.7% |
Q2 2023Jun 30, 2023 | RH RH | Sell | -873-4.5% |
Q2 2023Jun 30, 2023 | AMN AMN Healthcare Services Inc | Sell | -1,210-3.5% |
Q2 2023Jun 30, 2023 | TPLC Timothy Plan US Large/Mid Cap C | Sell | -1,394-8.7% |
Q2 2023Jun 30, 2023 | FIVE Five Below, Inc. | Sell | -1,452-1.9% |
Q2 2023Jun 30, 2023 | FSV FirstService Corporation | Sell | -1,462-3.4% |
Q2 2023Jun 30, 2023 | ETSY Etsy, Inc. | Sell | -1,726-9.9% |
Q2 2023Jun 30, 2023 | FICO Fair Isaac Corporation | Sell | -1,937-76.0% |
Q2 2023Jun 30, 2023 | META Meta Platforms, Inc. | Sell - Position Exit | -2,159-100.0% |
Q2 2023Jun 30, 2023 | MELI MercadoLibre, Inc. | Sell | -2,268-4.5% |
Q2 2023Jun 30, 2023 | FND Floor & Decor Holdings, Inc. | Sell | -2,305-5.0% |
Q2 2023Jun 30, 2023 | ASML ASML | Sell | -2,365-3.6% |
Q2 2023Jun 30, 2023 | QLYS Qualys, Inc. | Sell | -2,397-3.8% |
Q2 2023Jun 30, 2023 | ALTR Altair Engineering Inc. | Sell | -2,405-3.4% |
Q2 2023Jun 30, 2023 | TPIF Timothy Plan International ETF | Sell | -2,415-13.3% |
Q2 2023Jun 30, 2023 | WING Wingstop Inc. | Sell | -2,559-4.9% |
Q2 2023Jun 30, 2023 | TREX Trex Company, Inc. | Sell | -3,123-9.7% |
Q2 2023Jun 30, 2023 | EEFT Euronet Worldwide, Inc. | Sell | -3,603-4.5% |
Q2 2023Jun 30, 2023 | TTD The Trade Desk, Inc. | Sell | -3,746-9.6% |
Q2 2023Jun 30, 2023 | BL BlackLine, Inc. | Sell | -4,580-3.7% |
Q2 2023Jun 30, 2023 | FOXF Fox Factory Holding Corp. | Sell | -4,884-5.1% |
Q2 2023Jun 30, 2023 | HLNE Hamilton Lane Incorporated | Sell | -5,916-4.8% |
Q2 2023Jun 30, 2023 | Y4600W108 Karooooo | Sell | -5,926-4.6% |
Q2 2023Jun 30, 2023 | CATH Global X S&P 500 Catholic Value | Sell | -6,071-11.5% |
Q2 2023Jun 30, 2023 | DOCU DocuSign, Inc. | Sell | -6,095-0.1% |
Q2 2023Jun 30, 2023 | HLI Houlihan Lokey, Inc. | Sell | -6,689-4.9% |