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 2020Mar 31, 2020 | PCTY Paylocity Holding Corporation | Buy - Position Entry | +9,641 |
Q1 2020Mar 31, 2020 | APPF AppFolio, Inc. | Buy | +9,389+67.6% |
Q1 2020Mar 31, 2020 | OLLI Ollie's Bargain Outlet Holdings | Buy | +9,216+67.7% |
Q1 2020Mar 31, 2020 | USPH U.S. Physical Therapy, Inc. | Buy | +9,000+86.9% |
Q1 2020Mar 31, 2020 | G4388N106 Helen of Troy | Buy - Position Entry | +8,280 |
Q1 2020Mar 31, 2020 | GOOGL Alphabet Inc. | Buy | +7,456+1.8% |
Q1 2020Mar 31, 2020 | EEFT Euronet Worldwide, Inc. | Buy | +5,151+67.7% |
Q1 2020Mar 31, 2020 | FIVE Five Below, Inc. | Buy | +3,995+68.7% |
Q1 2020Mar 31, 2020 | EPAM EPAM Systems, Inc. | Buy | +3,616+67.6% |
Q1 2020Mar 31, 2020 | MASI Masimo Corporation | Buy | +2,891+37.8% |
Q1 2020Mar 31, 2020 | TREE LendingTree, Inc. | Buy | +2,087+68.1% |
Q1 2020Mar 31, 2020 | LFUS Littelfuse, Inc. | Buy | +560+10.4% |
Q1 2020Mar 31, 2020 | POOL Pool Corporation | Sell | -817-7.0% |
Q1 2020Mar 31, 2020 | PAYC Paycom Software, Inc. | Sell - Position Exit | -1,712-100.0% |
Q1 2020Mar 31, 2020 | UL Unilever PLC | Sell | -2,246-0.6% |
Q1 2020Mar 31, 2020 | MED MEDIFAST INC | Sell - Position Exit | -5,636-100.0% |
Q1 2020Mar 31, 2020 | LOPE Grand Canyon Education, Inc. | Sell - Position Exit | -10,579-100.0% |
Q1 2020Mar 31, 2020 | EXLS ExlService Holdings, Inc. | Sell - Position Exit | -12,633-100.0% |
Q1 2020Mar 31, 2020 | NEOG Neogen Corporation | Sell - Position Exit | -13,968-100.0% |
Q1 2020Mar 31, 2020 | ACWX iShares MSCI ACWI ex U.S. ETF | Sell | -34,304-74.4% |
Q1 2020Mar 31, 2020 | NVO Novo Nordisk A/S | Sell - Position Exit | -118,809-100.0% |
Q1 2020Mar 31, 2020 | BKNG Booking Holdings Inc. Common St | Sell | -266,758-99.8% |
Q1 2020Mar 31, 2020 | ZTS Zoetis Inc. | Sell | -1,059,072-9.8% |
Q1 2020Mar 31, 2020 | DG Dollar General Corporation | Sell | -1,304,385-20.3% |
Q1 2020Mar 31, 2020 | V Visa Inc. | Sell | -2,014,692-19.8% |
Q1 2020Mar 31, 2020 | NKE Nike, Inc. | Sell | -2,109,956-19.4% |
Q1 2020Mar 31, 2020 | ORLY O'Reilly Automotive, Inc. | Sell | -2,325,318-99.9% |
Q4 2019Dec 31, 2019 | ABT Abbott Laboratories | Buy | +8,802,518+7236.6% |
Q4 2019Dec 31, 2019 | CRM Salesforce, Inc. | Buy - Position Entry | +3,081,772 |
Q4 2019Dec 31, 2019 | NOW ServiceNow, Inc. | Buy - Position Entry | +1,940,426 |