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 2021Mar 31, 2021 | TME Tencent Music Entertainment Gro | Buy | +37,380+209.6% |
Q1 2021Mar 31, 2021 | WING Wingstop Inc. | Buy | +31,811+41.5% |
Q1 2021Mar 31, 2021 | NBIS Nebius Group | Buy - Position Entry | +31,308 |
Q1 2021Mar 31, 2021 | ISRG Intuitive Surgical, Inc. | Buy | +27,255+2.7% |
Q1 2021Mar 31, 2021 | YETI YETI Holdings, Inc. | Buy | +25,648+24.3% |
Q1 2021Mar 31, 2021 | ALRM Alarm.com Holdings, Inc. | Buy | +24,317+21.3% |
Q1 2021Mar 31, 2021 | EXPO Exponent, Inc. | Buy | +23,324+22.0% |
Q1 2021Mar 31, 2021 | HLI Houlihan Lokey, Inc. | Buy | +21,946+21.0% |
Q1 2021Mar 31, 2021 | FOXF Fox Factory Holding Corp. | Buy | +21,296+21.7% |
Q1 2021Mar 31, 2021 | BL BlackLine, Inc. | Buy | +20,607+24.6% |
Q1 2021Mar 31, 2021 | ALTR Altair Engineering Inc. | Buy | +20,070+24.3% |
Q1 2021Mar 31, 2021 | AMN AMN Healthcare Services Inc | Buy | +19,187+24.4% |
Q1 2021Mar 31, 2021 | SAP SAP SE | Buy | +18,370+2.8% |
Q1 2021Mar 31, 2021 | MBUU Malibu Boats, Inc. | Buy | +17,576+24.3% |
Q1 2021Mar 31, 2021 | GOOGL Alphabet Inc. | Buy | +15,407+3.3% |
Q1 2021Mar 31, 2021 | MEDP Medpace Holdings, Inc. | Buy | +14,292+21.1% |
Q1 2021Mar 31, 2021 | ENV Envestnet, Inc | Buy | +13,623+20.0% |
Q1 2021Mar 31, 2021 | APPF AppFolio, Inc. | Buy | +13,546+21.4% |
Q1 2021Mar 31, 2021 | QLYS Qualys, Inc. | Buy | +13,058+24.4% |
Q1 2021Mar 31, 2021 | TPLC Timothy Plan US Large/Mid Cap C | Buy - Position Entry | +12,662 |
Q1 2021Mar 31, 2021 | L44385109 Globant | Buy | +11,828+19.5% |
Q1 2021Mar 31, 2021 | EEFT Euronet Worldwide, Inc. | Buy | +9,982+19.5% |
Q1 2021Mar 31, 2021 | ETSY Etsy, Inc. | Buy | +7,939+10.7% |
Q1 2021Mar 31, 2021 | DT Dynatrace, Inc. | Buy | +7,066+10.2% |
Q1 2021Mar 31, 2021 | G4388N106 Helen of Troy | Buy | +6,973+21.1% |
Q1 2021Mar 31, 2021 | PCTY Paylocity Holding Corporation | Buy | +6,942+24.3% |
Q1 2021Mar 31, 2021 | IT Gartner, Inc. | Buy | +2,201+0.0% |
Q1 2021Mar 31, 2021 | CPRT Copart, Inc. | Buy | +1,754+10.7% |
Q1 2021Mar 31, 2021 | CDW CDW Corporation | Buy | +1,449+10.0% |
Q1 2021Mar 31, 2021 | HEI Heico Corporation | Buy | +1,296+9.9% |