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 2019Jun 30, 2019 | OLLI Ollie's Bargain Outlet Holdings | Buy | +869+8.1% |
Q2 2019Jun 30, 2019 | NEOG Neogen Corporation | Buy | +852+7.7% |
Q2 2019Jun 30, 2019 | POOL Pool Corporation | Buy | +719+7.7% |
Q2 2019Jun 30, 2019 | EXLS ExlService Holdings, Inc. | Buy | +682+6.8% |
Q2 2019Jun 30, 2019 | LOPE Grand Canyon Education, Inc. | Buy | +657+7.8% |
Q2 2019Jun 30, 2019 | EEFT Euronet Worldwide, Inc. | Buy | +471+7.8% |
Q2 2019Jun 30, 2019 | PAYC Paycom Software, Inc. | Buy | +455+8.0% |
Q2 2019Jun 30, 2019 | MASI Masimo Corporation | Buy | +432+7.1% |
Q2 2019Jun 30, 2019 | INGN Inogen, Inc | Buy | +404+8.6% |
Q2 2019Jun 30, 2019 | MED MEDIFAST INC | Buy | +386+8.7% |
Q2 2019Jun 30, 2019 | FIVE Five Below, Inc. | Buy | +373+8.1% |
Q2 2019Jun 30, 2019 | EPAM EPAM Systems, Inc. | Buy | +334+7.9% |
Q2 2019Jun 30, 2019 | LFUS Littelfuse, Inc. | Buy | +325+7.6% |
Q2 2019Jun 30, 2019 | TREE LendingTree, Inc. | Buy | +182+7.5% |
Q2 2019Jun 30, 2019 | REGN Regeneron Pharmaceuticals, Inc. | Sell | -17,448-1.1% |
Q2 2019Jun 30, 2019 | HCSG Healthcare Services Group, Inc. | Sell - Position Exit | -17,823-100.0% |
Q2 2019Jun 30, 2019 | BIDU Baidu, Inc. | Sell - Position Exit | -45,228-100.0% |
Q2 2019Jun 30, 2019 | ORLY O'Reilly Automotive, Inc. | Sell | -399,648-15.6% |
Q2 2019Jun 30, 2019 | ADP Automatic Data Processing, Inc. | Sell | -1,419,618-23.3% |
Q2 2019Jun 30, 2019 | DG Dollar General Corporation | Sell | -1,502,950-19.9% |
Q2 2019Jun 30, 2019 | NKE Nike, Inc. | Sell | -1,935,562-16.0% |
Q2 2019Jun 30, 2019 | SBUX Starbucks Corporation | Sell | -2,278,825-16.8% |
Q1 2019Mar 31, 2019 | PYPL PayPal Holdings, Inc. | Buy - Position Entry | +6,951,039 |
Q1 2019Mar 31, 2019 | ORCL Oracle Corporation | Buy | +1,044,560+8.1% |
Q1 2019Mar 31, 2019 | MSFT Microsoft Corporation | Buy | +975,560+6.9% |
Q1 2019Mar 31, 2019 | ALGN Align Technology, Inc. | Buy | +778,743+45.5% |
Q1 2019Mar 31, 2019 | SBUX Starbucks Corporation | Buy | +691,958+5.4% |
Q1 2019Mar 31, 2019 | NKE Nike, Inc. | Buy | +651,782+5.7% |
Q1 2019Mar 31, 2019 | META Meta Platforms, Inc. | Buy | +617,437+8.4% |
Q1 2019Mar 31, 2019 | ZTS Zoetis Inc. | Buy | +548,623+5.7% |