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 2018Jun 30, 2018 | GOOGL Alphabet Inc. | Buy | +3,111+0.9% |
Q2 2018Jun 30, 2018 | NVO Novo Nordisk A/S | Buy | +2,086+9.3% |
Q2 2018Jun 30, 2018 | LMAT LeMaitre Vascular, Inc. | Buy | +1,941+24.5% |
Q2 2018Jun 30, 2018 | BIDU Baidu, Inc. | Buy | +1,870+9.0% |
Q2 2018Jun 30, 2018 | FOXF Fox Factory Holding Corp. | Buy | +1,601+12.2% |
Q2 2018Jun 30, 2018 | FIVE Five Below, Inc. | Buy | +1,208+31.2% |
Q2 2018Jun 30, 2018 | HCSG Healthcare Services Group, Inc. | Buy | +1,125+12.1% |
Q2 2018Jun 30, 2018 | ALRM Alarm.com Holdings, Inc. | Buy | +1,031+12.1% |
Q2 2018Jun 30, 2018 | AMN AMN Healthcare Services Inc | Buy | +782+12.1% |
Q2 2018Jun 30, 2018 | TXRH Texas Roadhouse, Inc. | Buy | +720+12.2% |
Q2 2018Jun 30, 2018 | NEOG Neogen Corporation | Buy | +697+12.1% |
Q2 2018Jun 30, 2018 | BLKB Blackbaud, Inc. | Buy | +678+12.3% |
Q2 2018Jun 30, 2018 | EXLS ExlService Holdings, Inc. | Buy | +636+12.2% |
Q2 2018Jun 30, 2018 | PAYC Paycom Software, Inc. | Buy | +594+12.1% |
Q2 2018Jun 30, 2018 | POOL Pool Corporation | Buy | +591+12.2% |
Q2 2018Jun 30, 2018 | LOPE Grand Canyon Education, Inc. | Buy | +528+12.1% |
Q2 2018Jun 30, 2018 | MPWR Monolithic Power Systems, Inc. | Buy | +387+12.1% |
Q2 2018Jun 30, 2018 | EEFT Euronet Worldwide, Inc. | Buy | +385+12.3% |
Q2 2018Jun 30, 2018 | MASI Masimo Corporation | Buy | +384+12.1% |
Q2 2018Jun 30, 2018 | LFUS Littelfuse, Inc. | Buy | +268+12.0% |
Q2 2018Jun 30, 2018 | EPAM EPAM Systems, Inc. | Buy | +264+12.0% |
Q2 2018Jun 30, 2018 | TREE LendingTree, Inc. | Buy | +118+12.4% |
Q2 2018Jun 30, 2018 | UL Unilever PLC | Sell | -160-0.2% |
Q2 2018Jun 30, 2018 | MKTX MarketAxess Holdings, Inc. | Sell | -571-30.8% |
Q2 2018Jun 30, 2018 | OLLI Ollie's Bargain Outlet Holdings | Sell | -3,646-30.9% |
Q2 2018Jun 30, 2018 | CHKP Check Point | Sell | -17,601-33.1% |
Q2 2018Jun 30, 2018 | IWF iShares Russell 1000 Growth ETF | Sell | -18,332-42.9% |
Q2 2018Jun 30, 2018 | ORCL Oracle Corporation | Sell | -65,998-0.4% |
Q2 2018Jun 30, 2018 | ALGN Align Technology, Inc. | Sell | -301,609-11.3% |
Q2 2018Jun 30, 2018 | ADBE Adobe Inc. | Sell | -892,102-13.8% |