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 2021Dec 31, 2021 | AMN AMN Healthcare Services Inc | Buy | +32,561+28.6% |
Q4 2021Dec 31, 2021 | MSCI MSCI Inc. | Buy | +32,539+2.4% |
Q4 2021Dec 31, 2021 | MBUU Malibu Boats, Inc. | Buy | +31,719+30.3% |
Q4 2021Dec 31, 2021 | WING Wingstop Inc. | Buy | +31,444+25.2% |
Q4 2021Dec 31, 2021 | MELI MercadoLibre, Inc. | Buy | +27,978+162.2% |
Q4 2021Dec 31, 2021 | APPF AppFolio, Inc. | Buy | +26,269+26.2% |
Q4 2021Dec 31, 2021 | GSHD Goosehead Insurance, Inc. | Buy | +24,169+15.2% |
Q4 2021Dec 31, 2021 | MEDP Medpace Holdings, Inc. | Buy | +23,703+25.1% |
Q4 2021Dec 31, 2021 | QLYS Qualys, Inc. | Buy | +22,186+28.6% |
Q4 2021Dec 31, 2021 | TPLC Timothy Plan US Large/Mid Cap C | Buy | +21,488+167.0% |
Q4 2021Dec 31, 2021 | AON Aon Plc | Buy | +20,164+2.0% |
Q4 2021Dec 31, 2021 | SAP SAP SE | Buy | +17,594+2.2% |
Q4 2021Dec 31, 2021 | GOOGL Alphabet Inc. | Buy | +17,569+3.1% |
Q4 2021Dec 31, 2021 | ACN Accenture plc | Buy | +12,839+0.2% |
Q4 2021Dec 31, 2021 | G4388N106 Helen of Troy | Buy | +11,347+24.5% |
Q4 2021Dec 31, 2021 | PCTY Paylocity Holding Corporation | Buy | +5,820+16.1% |
Q4 2021Dec 31, 2021 | FND Floor & Decor Holdings, Inc. | Buy - Position Entry | +4,689 |
Q4 2021Dec 31, 2021 | NBIS Nebius Group | Buy | +3,450+10.8% |
Q4 2021Dec 31, 2021 | TREX Trex Company, Inc. | Buy | +3,405+10.6% |
Q4 2021Dec 31, 2021 | RH RH | Buy | +2,996+41.1% |
Q4 2021Dec 31, 2021 | Y4600W108 Karooooo | Buy | +2,600+6.7% |
Q4 2021Dec 31, 2021 | DAVA Endava plc | Buy | +2,495+1.6% |
Q4 2021Dec 31, 2021 | PAYC Paycom Software, Inc. | Buy | +2,434+25.8% |
Q4 2021Dec 31, 2021 | CPRT Copart, Inc. | Buy | +2,144+10.6% |
Q4 2021Dec 31, 2021 | ASML ASML | Buy | +2,008+2.5% |
Q4 2021Dec 31, 2021 | CDW CDW Corporation | Buy | +1,890+10.6% |
Q4 2021Dec 31, 2021 | TYL Tyler Technologies, Inc. | Buy | +1,668+21.9% |
Q4 2021Dec 31, 2021 | FICO Fair Isaac Corporation | Buy | +1,563+25.3% |
Q4 2021Dec 31, 2021 | TPIF Timothy Plan International ETF | Buy | +242+2.0% |
Q4 2021Dec 31, 2021 | SHOP Shopify Inc. | Buy | +40+0.2% |