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 2022Mar 31, 2022 | ISRG Intuitive Surgical, Inc. | Buy | +164,765+4.8% |
Q1 2022Mar 31, 2022 | SAP SAP SE | Buy | +120,804+14.9% |
Q1 2022Mar 31, 2022 | WRBY Warby Parker Inc. | Buy | +114,237+35.3% |
Q1 2022Mar 31, 2022 | HLNE Hamilton Lane Incorporated | Buy - Position Entry | +96,064 |
Q1 2022Mar 31, 2022 | ALGN Align Technology, Inc. | Buy | +94,539+5.3% |
Q1 2022Mar 31, 2022 | NKE Nike, Inc. | Buy | +79,485+1.0% |
Q1 2022Mar 31, 2022 | YETI YETI Holdings, Inc. | Buy | +72,720+31.8% |
Q1 2022Mar 31, 2022 | TME Tencent Music Entertainment Gro | Buy | +72,500+61.4% |
Q1 2022Mar 31, 2022 | NOW ServiceNow, Inc. | Buy | +67,385+2.1% |
Q1 2022Mar 31, 2022 | OLO Olo Inc. | Buy | +40,172+5.7% |
Q1 2022Mar 31, 2022 | SHOP Shopify Inc. | Buy | +35,901+188.9% |
Q1 2022Mar 31, 2022 | GSHD Goosehead Insurance, Inc. | Buy | +32,859+17.9% |
Q1 2022Mar 31, 2022 | FND Floor & Decor Holdings, Inc. | Buy | +30,512+650.7% |
Q1 2022Mar 31, 2022 | DT Dynatrace, Inc. | Buy | +28,755+35.6% |
Q1 2022Mar 31, 2022 | RVLV Revolve Group, Inc. | Buy | +26,514+6.9% |
Q1 2022Mar 31, 2022 | FOXF Fox Factory Holding Corp. | Buy | +23,237+13.4% |
Q1 2022Mar 31, 2022 | UL Unilever PLC | Buy | +22,612+4.3% |
Q1 2022Mar 31, 2022 | DAVA Endava plc | Buy | +17,963+11.5% |
Q1 2022Mar 31, 2022 | FIVE Five Below, Inc. | Buy - Position Entry | +15,972 |
Q1 2022Mar 31, 2022 | QLYS Qualys, Inc. | Buy | +15,195+15.2% |
Q1 2022Mar 31, 2022 | ETSY Etsy, Inc. | Buy | +9,169+34.2% |
Q1 2022Mar 31, 2022 | MYTE MYT Netherlands Parent B.V. | Buy | +6,729+12.2% |
Q1 2022Mar 31, 2022 | TREX Trex Company, Inc. | Buy | +5,533+15.6% |
Q1 2022Mar 31, 2022 | PAYC Paycom Software, Inc. | Buy | +3,577+30.1% |
Q1 2022Mar 31, 2022 | RH RH | Buy | +1,789+17.4% |
Q1 2022Mar 31, 2022 | IWM iShares Russell 2000 ETF | Buy - Position Entry | +1,215 |
Q1 2022Mar 31, 2022 | TTD The Trade Desk, Inc. | Buy | +1,214+3.5% |
Q1 2022Mar 31, 2022 | FICO Fair Isaac Corporation | Buy | +1,114+14.4% |
Q1 2022Mar 31, 2022 | CPRT Copart, Inc. | Buy | +799+3.6% |
Q1 2022Mar 31, 2022 | REGN Regeneron Pharmaceuticals, Inc. | Sell | -555-28.6% |