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 |
|---|---|---|---|
Q3 2020Sep 30, 2020 | MBUU Malibu Boats, Inc. | Buy - Position Entry | +55,360 |
Q3 2020Sep 30, 2020 | TREX Trex Company, Inc. | Buy | +49,560+139.4% |
Q3 2020Sep 30, 2020 | CRM Salesforce, Inc. | Buy | +42,734+0.6% |
Q3 2020Sep 30, 2020 | HLI Houlihan Lokey, Inc. | Buy | +34,244+76.6% |
Q3 2020Sep 30, 2020 | RVLV Revolve Group, Inc. | Buy | +32,936+18.7% |
Q3 2020Sep 30, 2020 | BL BlackLine, Inc. | Buy | +30,615+89.4% |
Q3 2020Sep 30, 2020 | QLYS Qualys, Inc. | Buy | +20,533+98.0% |
Q3 2020Sep 30, 2020 | ALRM Alarm.com Holdings, Inc. | Buy | +18,323+24.7% |
Q3 2020Sep 30, 2020 | EXPO Exponent, Inc. | Buy | +13,627+19.0% |
Q3 2020Sep 30, 2020 | YETI YETI Holdings, Inc. | Buy | +12,853+18.7% |
Q3 2020Sep 30, 2020 | FOXF Fox Factory Holding Corp. | Buy | +12,762+19.2% |
Q3 2020Sep 30, 2020 | ENV Envestnet, Inc | Buy | +11,678+26.4% |
Q3 2020Sep 30, 2020 | FND Floor & Decor Holdings, Inc. | Buy | +11,606+18.6% |
Q3 2020Sep 30, 2020 | ETSY Etsy, Inc. | Buy | +11,285+19.5% |
Q3 2020Sep 30, 2020 | ALTR Altair Engineering Inc. | Buy | +10,064+18.7% |
Q3 2020Sep 30, 2020 | AMN AMN Healthcare Services Inc | Buy | +9,594+18.7% |
Q3 2020Sep 30, 2020 | GOOGL Alphabet Inc. | Buy | +9,559+2.2% |
Q3 2020Sep 30, 2020 | EEFT Euronet Worldwide, Inc. | Buy | +8,450+24.9% |
Q3 2020Sep 30, 2020 | APPF AppFolio, Inc. | Buy | +8,294+19.3% |
Q3 2020Sep 30, 2020 | WING Wingstop Inc. | Buy | +8,241+19.3% |
Q3 2020Sep 30, 2020 | BLKB Blackbaud, Inc. | Buy | +8,220+18.6% |
Q3 2020Sep 30, 2020 | L44385109 Globant | Buy | +7,039+16.9% |
Q3 2020Sep 30, 2020 | WDFC WD-40 Company | Buy | +6,875+31.4% |
Q3 2020Sep 30, 2020 | MEDP Medpace Holdings, Inc. | Buy | +5,225+18.4% |
Q3 2020Sep 30, 2020 | G4388N106 Helen of Troy | Buy | +4,352+19.4% |
Q3 2020Sep 30, 2020 | PCTY Paylocity Holding Corporation | Buy | +3,492+18.8% |
Q3 2020Sep 30, 2020 | MASI Masimo Corporation | Buy | +2,724+17.4% |
Q3 2020Sep 30, 2020 | POOL Pool Corporation | Buy | +2,279+19.0% |
Q3 2020Sep 30, 2020 | TREE LendingTree, Inc. | Buy | +2,202+18.6% |
Q3 2020Sep 30, 2020 | ACWX iShares MSCI ACWI ex U.S. ETF | Sell - Position Exit | -5,231-100.0% |