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 2019Sep 30, 2019 | L44385109 Globant | Buy | +1,047+4.9% |
Q3 2019Sep 30, 2019 | LMAT LeMaitre Vascular, Inc. | Buy | +455+1.6% |
Q3 2019Sep 30, 2019 | FND Floor & Decor Holdings, Inc. | Buy | +278+1.2% |
Q3 2019Sep 30, 2019 | EXLS ExlService Holdings, Inc. | Buy | +239+2.2% |
Q3 2019Sep 30, 2019 | FOXF Fox Factory Holding Corp. | Buy | +221+0.8% |
Q3 2019Sep 30, 2019 | BLKB Blackbaud, Inc. | Buy | +178+1.1% |
Q3 2019Sep 30, 2019 | NEOG Neogen Corporation | Buy | +164+1.4% |
Q3 2019Sep 30, 2019 | AMN AMN Healthcare Services Inc | Buy | +150+1.1% |
Q3 2019Sep 30, 2019 | TREX Trex Company, Inc. | Buy | +144+0.9% |
Q3 2019Sep 30, 2019 | ALRM Alarm.com Holdings, Inc. | Buy | +139+0.8% |
Q3 2019Sep 30, 2019 | OLLI Ollie's Bargain Outlet Holdings | Buy | +123+1.1% |
Q3 2019Sep 30, 2019 | POOL Pool Corporation | Buy | +115+1.1% |
Q3 2019Sep 30, 2019 | LOPE Grand Canyon Education, Inc. | Buy | +114+1.3% |
Q3 2019Sep 30, 2019 | TXRH Texas Roadhouse, Inc. | Buy | +102+0.8% |
Q3 2019Sep 30, 2019 | MASI Masimo Corporation | Buy | +102+1.6% |
Q3 2019Sep 30, 2019 | USPH U.S. Physical Therapy, Inc. | Buy | +83+1.2% |
Q3 2019Sep 30, 2019 | EEFT Euronet Worldwide, Inc. | Buy | +80+1.2% |
Q3 2019Sep 30, 2019 | LFUS Littelfuse, Inc. | Buy | +70+1.5% |
Q3 2019Sep 30, 2019 | PAYC Paycom Software, Inc. | Buy | +70+1.1% |
Q3 2019Sep 30, 2019 | EPAM EPAM Systems, Inc. | Buy | +55+1.2% |
Q3 2019Sep 30, 2019 | FIVE Five Below, Inc. | Buy | +52+1.0% |
Q3 2019Sep 30, 2019 | TREE LendingTree, Inc. | Buy | +38+1.5% |
Q3 2019Sep 30, 2019 | MED MEDIFAST INC | Buy | +18+0.4% |
Q3 2019Sep 30, 2019 | INGN Inogen, Inc | Sell - Position Exit | -5,083-100.0% |
Q3 2019Sep 30, 2019 | IWF iShares Russell 1000 Growth ETF | Sell | -5,883-11.4% |
Q3 2019Sep 30, 2019 | SBUX Starbucks Corporation | Sell | -3,997,253-35.4% |
Q2 2019Jun 30, 2019 | MA Mastercard Incorporated | Buy | +1,744,262+65.9% |
Q2 2019Jun 30, 2019 | META Meta Platforms, Inc. | Buy | +1,386,046+17.4% |
Q2 2019Jun 30, 2019 | ORCL Oracle Corporation | Buy | +430,254+3.1% |
Q2 2019Jun 30, 2019 | V Visa Inc. | Buy | +420,808+4.6% |