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 |
|---|---|---|---|
Q2 2025Jun 30, 2025 | AXSM Axsome Therapeutics, Inc. | Buy - Position Entry | +3,232 |
Q2 2025Jun 30, 2025 | NTRA Natera, Inc. | Buy - Position Entry | +3,223 |
Q2 2025Jun 30, 2025 | ASND Ascendis Pharma A/S | Buy - Position Entry | +2,719 |
Q2 2025Jun 30, 2025 | PLTR Palantir Technologies Inc. | Buy - Position Entry | +2,449 |
Q2 2025Jun 30, 2025 | SITM SiTime Corporation | Buy - Position Entry | +2,312 |
Q2 2025Jun 30, 2025 | CW Curtiss-Wright Corporation | Buy - Position Entry | +2,095 |
Q2 2025Jun 30, 2025 | AYI Acuity Brands, Inc. | Buy - Position Entry | +1,540 |
Q2 2025Jun 30, 2025 | SPY SPDR S&P 500 | Buy | +1,134+78.3% |
Q2 2025Jun 30, 2025 | AXON Axon Enterprise, Inc. | Buy - Position Entry | +922 |
Q2 2025Jun 30, 2025 | IVV iShares Core S&P 500 ETF | Buy - Position Entry | +355 |
Q2 2025Jun 30, 2025 | NTES NetEase, Inc. | Sell | -79-1.8% |
Q2 2025Jun 30, 2025 | PYPL PayPal Holdings, Inc. | Sell | -715-14.5% |
Q2 2025Jun 30, 2025 | ADSK Autodesk, Inc. | Sell | -1,056-43.0% |
Q2 2025Jun 30, 2025 | FIX Comfort Systems USA, Inc. | Sell - Position Exit | -1,166-100.0% |
Q2 2025Jun 30, 2025 | OLLI Ollie's Bargain Outlet Holdings | Sell | -1,249-13.9% |
Q2 2025Jun 30, 2025 | WING Wingstop Inc. | Sell - Position Exit | -1,476-100.0% |
Q2 2025Jun 30, 2025 | IWO iShares Russell 2000 Growth ETF | Sell - Position Exit | -1,528-100.0% |
Q2 2025Jun 30, 2025 | VUG Vanguard Growth ETF | Sell | -1,682-11.5% |
Q2 2025Jun 30, 2025 | PDD PDD Holdings Inc. | Sell | -1,884-2.8% |
Q2 2025Jun 30, 2025 | MANH Manhattan Associates, Inc. | Sell - Position Exit | -2,226-100.0% |
Q2 2025Jun 30, 2025 | SAIA Saia, Inc. | Sell - Position Exit | -2,464-100.0% |
Q2 2025Jun 30, 2025 | IOO iShares Global 100 ETF | Sell - Position Exit | -2,474-100.0% |
Q2 2025Jun 30, 2025 | NKE Nike, Inc. | Sell | -2,555-41.1% |
Q2 2025Jun 30, 2025 | CRM Salesforce, Inc. | Sell | -3,268-39.6% |
Q2 2025Jun 30, 2025 | MORN Morningstar, Inc. | Sell - Position Exit | -3,534-100.0% |
Q2 2025Jun 30, 2025 | MKTX MarketAxess Holdings, Inc. | Sell - Position Exit | -4,046-100.0% |
Q2 2025Jun 30, 2025 | KNSL Kinsale Capital Group, Inc. | Sell - Position Exit | -4,262-100.0% |
Q2 2025Jun 30, 2025 | BLD TopBuild Corp. | Sell - Position Exit | -4,931-100.0% |
Q2 2025Jun 30, 2025 | BIL SPDR Bloomberg 1-3 Month T-Bill | Sell - Position Exit | -5,242-100.0% |
Q2 2025Jun 30, 2025 | VT Vanguard Total World Stock Inde | Sell | -5,425-49.5% |