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 | POOL Pool Corporation | Sell - Position Exit | -5,617-100.0% |
Q2 2025Jun 30, 2025 | CATH Global X S&P 500 Catholic Value | Sell | -6,324-11.9% |
Q2 2025Jun 30, 2025 | MELI MercadoLibre, Inc. | Sell | -6,345-9.3% |
Q2 2025Jun 30, 2025 | CIGI Colliers International Group In | Sell - Position Exit | -7,933-100.0% |
Q2 2025Jun 30, 2025 | ASML ASML | Sell | -8,152-15.5% |
Q2 2025Jun 30, 2025 | FND Floor & Decor Holdings, Inc. | Sell - Position Exit | -8,924-100.0% |
Q2 2025Jun 30, 2025 | SPOT Spotify | Sell | -9,303-24.0% |
Q2 2025Jun 30, 2025 | PSTG Pure Storage, Inc. | Sell - Position Exit | -9,597-100.0% |
Q2 2025Jun 30, 2025 | IWM iShares Russell 2000 ETF | Sell - Position Exit | -10,362-100.0% |
Q2 2025Jun 30, 2025 | FN Fabrinet | Sell | -11,151-73.1% |
Q2 2025Jun 30, 2025 | IBP Installed Building Products, In | Sell | -11,315-72.3% |
Q2 2025Jun 30, 2025 | ENTG Entegris, Inc. | Sell - Position Exit | -11,539-100.0% |
Q2 2025Jun 30, 2025 | TTEK Tetra Tech, Inc. | Sell - Position Exit | -14,061-100.0% |
Q2 2025Jun 30, 2025 | LGIH LGI Homes, Inc. | Sell - Position Exit | -14,523-100.0% |
Q2 2025Jun 30, 2025 | QLYS Qualys, Inc. | Sell | -15,290-91.3% |
Q2 2025Jun 30, 2025 | EPAM EPAM Systems, Inc. | Sell - Position Exit | -16,512-100.0% |
Q2 2025Jun 30, 2025 | LLY Eli Lilly and Company | Sell | -16,661-0.9% |
Q2 2025Jun 30, 2025 | SGOV iShares 0-3 Month Treasury Bond | Sell | -18,327-78.7% |
Q2 2025Jun 30, 2025 | BSY Bentley Systems, Incorporated | Sell - Position Exit | -19,464-100.0% |
Q2 2025Jun 30, 2025 | SITE SiteOne Landscape Supply, Inc. | Sell | -19,517-91.5% |
Q2 2025Jun 30, 2025 | AIT Applied Industrial Technologies | Sell | -19,595-92.6% |
Q2 2025Jun 30, 2025 | MEDP Medpace Holdings, Inc. | Sell | -19,858-81.2% |
Q2 2025Jun 30, 2025 | BDC Belden Inc | Sell | -19,983-65.2% |
Q2 2025Jun 30, 2025 | DLO Dlocal | Sell | -21,666-3.5% |
Q2 2025Jun 30, 2025 | PCTY Paylocity Holding Corporation | Sell | -22,115-70.6% |
Q2 2025Jun 30, 2025 | ROAD Construction Partners, Inc. | Sell | -22,212-63.8% |
Q2 2025Jun 30, 2025 | DT Dynatrace, Inc. | Sell - Position Exit | -26,718-100.0% |
Q2 2025Jun 30, 2025 | FSV FirstService Corporation | Sell | -27,401-92.4% |
Q2 2025Jun 30, 2025 | RGEN Repligen Corporation | Sell | -28,985-93.8% |
Q2 2025Jun 30, 2025 | HLI Houlihan Lokey, Inc. | Sell | -29,740-92.1% |