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 |
|---|---|---|---|
Q4 2022Dec 31, 2022 | ACWX iShares MSCI ACWI ex U.S. ETF | Buy | +319,729+299.7% |
Q4 2022Dec 31, 2022 | HDB HDFC Bank Limited | Buy - Position Entry | +314,866 |
Q4 2022Dec 31, 2022 | UL Unilever PLC | Buy | +313,636+59.7% |
Q4 2022Dec 31, 2022 | CCCS CCC Intelligent Solutions Holdi | Buy - Position Entry | +208,827 |
Q4 2022Dec 31, 2022 | IUSG iShares Core S&P U.S. Growth ET | Buy - Position Entry | +135,869 |
Q4 2022Dec 31, 2022 | EL Estee Lauder Companies, Inc. (T | Buy - Position Entry | +124,162 |
Q4 2022Dec 31, 2022 | CATH Global X S&P 500 Catholic Value | Buy | +114,872+93.9% |
Q4 2022Dec 31, 2022 | ACWI iShares MSCI ACWI ETF | Buy | +111,539+33.7% |
Q4 2022Dec 31, 2022 | DLO Dlocal | Buy - Position Entry | +41,660 |
Q4 2022Dec 31, 2022 | SITM SiTime Corporation | Buy - Position Entry | +22,008 |
Q4 2022Dec 31, 2022 | CPRT Copart, Inc. | Buy | +19,563+107.2% |
Q4 2022Dec 31, 2022 | FSV FirstService Corporation | Buy - Position Entry | +15,120 |
Q4 2022Dec 31, 2022 | LVS Las Vegas Sands Corp. | Buy - Position Entry | +9,050 |
Q4 2022Dec 31, 2022 | RH RH | Buy | +7,164+141.6% |
Q4 2022Dec 31, 2022 | Y4600W108 Karooooo | Buy | +2,800+6.4% |
Q4 2022Dec 31, 2022 | IWM iShares Russell 2000 ETF | Buy | +2,577+19.3% |
Q4 2022Dec 31, 2022 | TYL Tyler Technologies, Inc. | Buy | +1,550+30.1% |
Q4 2022Dec 31, 2022 | TTD The Trade Desk, Inc. | Buy | +1,390+3.6% |
Q4 2022Dec 31, 2022 | TREX Trex Company, Inc. | Buy | +1,146+3.5% |
Q4 2022Dec 31, 2022 | CRL Charles River Laboratories Inte | Buy | +1,038+22.3% |
Q4 2022Dec 31, 2022 | ETSY Etsy, Inc. | Buy | +618+3.6% |
Q4 2022Dec 31, 2022 | AZPN Aspen Technology, Inc. | Buy | +279+3.4% |
Q4 2022Dec 31, 2022 | TPLC Timothy Plan US Large/Mid Cap C | Sell | -645-3.0% |
Q4 2022Dec 31, 2022 | EEFT Euronet Worldwide, Inc. | Sell | -1,095-1.3% |
Q4 2022Dec 31, 2022 | PAYC Paycom Software, Inc. | Sell | -2,173-11.7% |
Q4 2022Dec 31, 2022 | FND Floor & Decor Holdings, Inc. | Sell | -2,614-5.3% |
Q4 2022Dec 31, 2022 | MELI MercadoLibre, Inc. | Sell | -3,377-8.0% |
Q4 2022Dec 31, 2022 | ISRG Intuitive Surgical, Inc. | Sell - Position Exit | -3,897-100.0% |
Q4 2022Dec 31, 2022 | G4388N106 Helen of Troy | Sell | -4,438-16.0% |
Q4 2022Dec 31, 2022 | DOCS Doximity, Inc. | Sell | -4,874-2.3% |