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 2020Jun 30, 2020 | FOXF Fox Factory Holding Corp. | Buy | +13,178+24.7% |
Q2 2020Jun 30, 2020 | FIVE Five Below, Inc. | Buy | +12,950+132.0% |
Q2 2020Jun 30, 2020 | BLKB Blackbaud, Inc. | Buy | +12,748+40.5% |
Q2 2020Jun 30, 2020 | PCTY Paylocity Holding Corporation | Buy | +8,964+93.0% |
Q2 2020Jun 30, 2020 | RVLV Revolve Group, Inc. | Buy | +7,748+4.6% |
Q2 2020Jun 30, 2020 | TREE LendingTree, Inc. | Buy | +6,678+129.6% |
Q2 2020Jun 30, 2020 | MASI Masimo Corporation | Buy | +5,156+48.9% |
Q2 2020Jun 30, 2020 | EPAM EPAM Systems, Inc. | Buy | +4,122+46.0% |
Q2 2020Jun 30, 2020 | TREX Trex Company, Inc. | Buy | +4,058+12.9% |
Q2 2020Jun 30, 2020 | POOL Pool Corporation | Buy | +1,079+9.9% |
Q2 2020Jun 30, 2020 | L44385109 Globant | Buy | +515+1.3% |
Q2 2020Jun 30, 2020 | BKNG Booking Holdings Inc. Common St | Sell - Position Exit | -456-100.0% |
Q2 2020Jun 30, 2020 | ORLY O'Reilly Automotive, Inc. | Sell - Position Exit | -3,311-100.0% |
Q2 2020Jun 30, 2020 | LFUS Littelfuse, Inc. | Sell - Position Exit | -5,963-100.0% |
Q2 2020Jun 30, 2020 | ACWX iShares MSCI ACWI ex U.S. ETF | Sell | -6,573-55.7% |
Q2 2020Jun 30, 2020 | USPH U.S. Physical Therapy, Inc. | Sell - Position Exit | -19,358-100.0% |
Q2 2020Jun 30, 2020 | OLLI Ollie's Bargain Outlet Holdings | Sell - Position Exit | -22,819-100.0% |
Q2 2020Jun 30, 2020 | IWF iShares Russell 1000 Growth ETF | Sell | -344,528-83.5% |
Q2 2020Jun 30, 2020 | NKE Nike, Inc. | Sell | -1,719,702-19.6% |
Q1 2020Mar 31, 2020 | ABT Abbott Laboratories | Buy | +7,735,426+86.7% |
Q1 2020Mar 31, 2020 | ADSK Autodesk, Inc. | Buy - Position Entry | +3,725,811 |
Q1 2020Mar 31, 2020 | CRM Salesforce, Inc. | Buy | +2,980,823+96.7% |
Q1 2020Mar 31, 2020 | META Meta Platforms, Inc. | Buy | +1,824,213+20.4% |
Q1 2020Mar 31, 2020 | NOW ServiceNow, Inc. | Buy | +1,184,844+61.1% |
Q1 2020Mar 31, 2020 | SBUX Starbucks Corporation | Buy | +449,002+5.9% |
Q1 2020Mar 31, 2020 | MSFT Microsoft Corporation | Buy | +448,311+2.9% |
Q1 2020Mar 31, 2020 | IWF iShares Russell 1000 Growth ETF | Buy | +374,633+990.2% |
Q1 2020Mar 31, 2020 | ACN Accenture plc | Buy | +367,649+5.8% |
Q1 2020Mar 31, 2020 | IT Gartner, Inc. | Buy | +308,441+5.8% |
Q1 2020Mar 31, 2020 | ADP Automatic Data Processing, Inc. | Buy | +275,548+5.5% |