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 | CATH Global X S&P 500 Catholic Value | Sell | -694-0.5% |
Q1 2022Mar 31, 2022 | ASML ASML | Sell | -1,220-1.5% |
Q1 2022Mar 31, 2022 | DG Dollar General Corporation | Sell | -1,275-30.8% |
Q1 2022Mar 31, 2022 | MELI MercadoLibre, Inc. | Sell | -1,932-4.3% |
Q1 2022Mar 31, 2022 | BABA Alibaba Group Holding Limited | Sell - Position Exit | -2,244-100.0% |
Q1 2022Mar 31, 2022 | TPLC Timothy Plan US Large/Mid Cap C | Sell | -2,861-8.3% |
Q1 2022Mar 31, 2022 | TYL Tyler Technologies, Inc. | Sell | -3,358-36.1% |
Q1 2022Mar 31, 2022 | EPAM EPAM Systems, Inc. | Sell - Position Exit | -3,378-100.0% |
Q1 2022Mar 31, 2022 | BL BlackLine, Inc. | Sell | -4,879-3.1% |
Q1 2022Mar 31, 2022 | APPF AppFolio, Inc. | Sell | -5,692-4.5% |
Q1 2022Mar 31, 2022 | HLI Houlihan Lokey, Inc. | Sell | -7,524-4.1% |
Q1 2022Mar 31, 2022 | MBUU Malibu Boats, Inc. | Sell | -7,996-5.9% |
Q1 2022Mar 31, 2022 | ALRM Alarm.com Holdings, Inc. | Sell | -8,474-4.2% |
Q1 2022Mar 31, 2022 | AMN AMN Healthcare Services Inc | Sell | -8,600-5.9% |
Q1 2022Mar 31, 2022 | TRUP Trupanion, Inc. | Sell | -9,091-4.4% |
Q1 2022Mar 31, 2022 | ALTR Altair Engineering Inc. | Sell | -9,145-6.0% |
Q1 2022Mar 31, 2022 | CRM Salesforce, Inc. | Sell | -10,481-0.1% |
Q1 2022Mar 31, 2022 | ATHM Autohome Inc. | Sell - Position Exit | -10,995-100.0% |
Q1 2022Mar 31, 2022 | PCTY Paylocity Holding Corporation | Sell | -11,171-26.7% |
Q1 2022Mar 31, 2022 | TPIF Timothy Plan International ETF | Sell - Position Exit | -12,139-100.0% |
Q1 2022Mar 31, 2022 | ADP Automatic Data Processing, Inc. | Sell | -15,664-5.8% |
Q1 2022Mar 31, 2022 | TAL TAL Education Group | Sell - Position Exit | -17,340-100.0% |
Q1 2022Mar 31, 2022 | PGNY Progyny, Inc. | Sell | -17,520-4.5% |
Q1 2022Mar 31, 2022 | BIGC BigCommerce Holdings, Inc. - Se | Sell | -18,177-6.0% |
Q1 2022Mar 31, 2022 | L44385109 Globant | Sell | -18,856-10.7% |
Q1 2022Mar 31, 2022 | CDW CDW Corporation | Sell - Position Exit | -19,742-100.0% |
Q1 2022Mar 31, 2022 | G4388N106 Helen of Troy | Sell | -27,094-47.0% |
Q1 2022Mar 31, 2022 | ICLR ICON | Sell | -29,709-1.9% |
Q1 2022Mar 31, 2022 | AMZN Amazon.com, Inc. | Sell | -31,255-2.1% |
Q1 2022Mar 31, 2022 | ILMN Illumina, Inc. | Sell | -31,531-1.2% |