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 2025Jun 30, 2025 | UBER Uber Technologies, Inc. | Buy - Position Entry | +18,526 |
Q2 2025Jun 30, 2025 | MRX Marex Group | Buy - Position Entry | +18,523 |
Q2 2025Jun 30, 2025 | CECO CECO Environmental Corp. | Buy - Position Entry | +18,317 |
Q2 2025Jun 30, 2025 | OPY Oppenheimer Holdings, Inc. | Buy - Position Entry | +17,982 |
Q2 2025Jun 30, 2025 | PHR Phreesia, Inc. | Buy - Position Entry | +17,363 |
Q2 2025Jun 30, 2025 | W Wayfair Inc. | Buy - Position Entry | +17,286 |
Q2 2025Jun 30, 2025 | CPF Central Pacific Financial Corp | Buy - Position Entry | +17,212 |
Q2 2025Jun 30, 2025 | NVDA NVIDIA Corporation | Buy - Position Entry | +17,042 |
Q2 2025Jun 30, 2025 | SION Sionna Therapeutics | Buy - Position Entry | +16,975 |
Q2 2025Jun 30, 2025 | PTGX Protagonist Therapeutics, Inc. | Buy - Position Entry | +15,999 |
Q2 2025Jun 30, 2025 | CAKE The Cheesecake Factory Incorpor | Buy - Position Entry | +15,904 |
Q2 2025Jun 30, 2025 | LMB Limbach Holdings, Inc. | Buy - Position Entry | +15,717 |
Q2 2025Jun 30, 2025 | MIRM Mirum Pharmaceuticals, Inc. | Buy - Position Entry | +15,507 |
Q2 2025Jun 30, 2025 | TGTX TG Therapeutics, Inc. | Buy - Position Entry | +14,768 |
Q2 2025Jun 30, 2025 | FTAI FTAI Aviation | Buy - Position Entry | +14,662 |
Q2 2025Jun 30, 2025 | RHLD Resolute Holdings | Buy - Position Entry | +14,337 |
Q2 2025Jun 30, 2025 | VIST Vista Energy S.A.B. de C.V. | Buy - Position Entry | +14,062 |
Q2 2025Jun 30, 2025 | HCI HCI Group, Inc. | Buy - Position Entry | +13,972 |
Q2 2025Jun 30, 2025 | HIMS Hims & Hers Health, Inc. | Buy - Position Entry | +13,949 |
Q2 2025Jun 30, 2025 | IESC IES Holdings, Inc. | Buy - Position Entry | +13,821 |
Q2 2025Jun 30, 2025 | YPF YPF Sociedad Anonima | Buy - Position Entry | +13,701 |
Q2 2025Jun 30, 2025 | TWLO Twilio Inc. | Buy - Position Entry | +13,313 |
Q2 2025Jun 30, 2025 | CVLT Commvault Systems, Inc. | Buy - Position Entry | +13,142 |
Q2 2025Jun 30, 2025 | NYAX Nayax | Buy - Position Entry | +12,634 |
Q2 2025Jun 30, 2025 | DAVE Dave Inc. | Buy - Position Entry | +12,621 |
Q2 2025Jun 30, 2025 | SKYW SkyWest, Inc. | Buy - Position Entry | +11,839 |
Q2 2025Jun 30, 2025 | CVNA Carvana Co. | Buy - Position Entry | +11,695 |
Q2 2025Jun 30, 2025 | ESQ Esquire Financial Holdings, Inc | Buy - Position Entry | +11,692 |
Q2 2025Jun 30, 2025 | MLR Miller Industries, Inc. | Buy - Position Entry | +11,530 |
Q2 2025Jun 30, 2025 | TMDX TransMedics Group, Inc. | Buy - Position Entry | +11,385 |