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 | FICO Fair Isaac Corporation | Sell | -4,952-65.9% |
Q4 2022Dec 31, 2022 | SITE SiteOne Landscape Supply, Inc. | Sell | -5,277-14.1% |
Q4 2022Dec 31, 2022 | JMST JPMorgan Ultra-Short Municipal | Sell - Position Exit | -5,875-100.0% |
Q4 2022Dec 31, 2022 | MYTE MYT Netherlands Parent B.V. | Sell | -7,590-9.2% |
Q4 2022Dec 31, 2022 | ASML ASML | Sell | -7,885-10.3% |
Q4 2022Dec 31, 2022 | BMBL Bumble Inc. | Sell | -8,998-2.8% |
Q4 2022Dec 31, 2022 | DT Dynatrace, Inc. | Sell | -10,150-6.6% |
Q4 2022Dec 31, 2022 | APPF AppFolio, Inc. | Sell | -10,270-14.8% |
Q4 2022Dec 31, 2022 | ADP Automatic Data Processing, Inc. | Sell | -12,614-2.3% |
Q4 2022Dec 31, 2022 | DAVA Endava plc | Sell | -14,619-11.7% |
Q4 2022Dec 31, 2022 | HLNE Hamilton Lane Incorporated | Sell | -15,590-11.0% |
Q4 2022Dec 31, 2022 | QLYS Qualys, Inc. | Sell | -16,756-15.1% |
Q4 2022Dec 31, 2022 | AZTA Azenta, Inc. | Sell | -18,239-15.3% |
Q4 2022Dec 31, 2022 | HLI Houlihan Lokey, Inc. | Sell | -18,833-11.8% |
Q4 2022Dec 31, 2022 | WING Wingstop Inc. | Sell | -19,899-21.8% |
Q4 2022Dec 31, 2022 | FIVE Five Below, Inc. | Sell | -20,054-18.1% |
Q4 2022Dec 31, 2022 | GSHD Goosehead Insurance, Inc. | Sell | -20,400-6.5% |
Q4 2022Dec 31, 2022 | ALTR Altair Engineering Inc. | Sell | -21,473-15.8% |
Q4 2022Dec 31, 2022 | BL BlackLine, Inc. | Sell | -23,132-15.8% |
Q4 2022Dec 31, 2022 | ALRM Alarm.com Holdings, Inc. | Sell | -23,272-13.3% |
Q4 2022Dec 31, 2022 | L44385109 Globant | Sell | -29,495-12.2% |
Q4 2022Dec 31, 2022 | AMN AMN Healthcare Services Inc | Sell | -34,618-49.3% |
Q4 2022Dec 31, 2022 | PGNY Progyny, Inc. | Sell | -43,566-12.9% |
Q4 2022Dec 31, 2022 | WRBY Warby Parker Inc. | Sell | -50,178-12.6% |
Q4 2022Dec 31, 2022 | GOOGL Alphabet Inc. | Sell | -61,712-1.7% |
Q4 2022Dec 31, 2022 | RVLV Revolve Group, Inc. | Sell | -65,385-13.1% |
Q4 2022Dec 31, 2022 | AON Aon Plc | Sell | -66,219-6.2% |
Q4 2022Dec 31, 2022 | YETI YETI Holdings, Inc. | Sell | -70,675-25.1% |
Q4 2022Dec 31, 2022 | TME Tencent Music Entertainment Gro | Sell | -76,139-35.3% |
Q4 2022Dec 31, 2022 | FOXF Fox Factory Holding Corp. | Sell | -78,299-43.4% |