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 2025Jun 30, 2025 | SBUX Starbucks Corporation | Buy | +4,535,178+88.3% |
Q2 2025Jun 30, 2025 | IDXX IDEXX Laboratories, Inc. | Buy - Position Entry | +1,195,425 |
Q2 2025Jun 30, 2025 | ADBE Adobe Inc. | Buy | +538,156+19.1% |
Q2 2025Jun 30, 2025 | IBN ICICI Bank Limited | Buy - Position Entry | +500,475 |
Q2 2025Jun 30, 2025 | REAX The Real Brokerage, Inc. | Buy - Position Entry | +401,325 |
Q2 2025Jun 30, 2025 | G65163100 Joby Aviation | Buy - Position Entry | +355,465 |
Q2 2025Jun 30, 2025 | CSGP CoStar Group, Inc. | Buy | +322,028+4.9% |
Q2 2025Jun 30, 2025 | ONON ON Holding | Buy | +250,894+105.0% |
Q2 2025Jun 30, 2025 | NOW ServiceNow, Inc. | Buy | +227,167+23.9% |
Q2 2025Jun 30, 2025 | PTON Peloton Interactive, Inc. | Buy - Position Entry | +214,366 |
Q2 2025Jun 30, 2025 | ACHR Archer Aviation Inc. | Buy - Position Entry | +194,666 |
Q2 2025Jun 30, 2025 | ENVX Enovix Corporation | Buy - Position Entry | +193,681 |
Q2 2025Jun 30, 2025 | LOMA Loma Negra Compania Industrial | Buy - Position Entry | +187,687 |
Q2 2025Jun 30, 2025 | ASPI ASP Isotopes Inc. | Buy - Position Entry | +175,138 |
Q2 2025Jun 30, 2025 | SOFI SoFi Technologies, Inc. | Buy - Position Entry | +170,896 |
Q2 2025Jun 30, 2025 | IRS IRSA Inversiones Y Representaci | Buy - Position Entry | +163,598 |
Q2 2025Jun 30, 2025 | HNST The Honest Company, Inc. | Buy - Position Entry | +144,048 |
Q2 2025Jun 30, 2025 | ADPT Adaptive Biotechnologies Corpor | Buy - Position Entry | +142,257 |
Q2 2025Jun 30, 2025 | CMPO CompoSecure, Inc. | Buy - Position Entry | +135,767 |
Q2 2025Jun 30, 2025 | PRCH Porch Group, Inc. | Buy - Position Entry | +135,022 |
Q2 2025Jun 30, 2025 | BFLY Butterfly Network, Inc. | Buy - Position Entry | +134,802 |
Q2 2025Jun 30, 2025 | XERS Xeris Biopharma Holdings, Inc. | Buy - Position Entry | +132,994 |
Q2 2025Jun 30, 2025 | RBBN Ribbon Communications Inc. | Buy - Position Entry | +130,188 |
Q2 2025Jun 30, 2025 | SWIM Latham Group, Inc. | Buy - Position Entry | +119,217 |
Q2 2025Jun 30, 2025 | HEPS D-Market Electronic Services & | Buy - Position Entry | +114,817 |
Q2 2025Jun 30, 2025 | IE Ivanhoe Electric Inc. | Buy - Position Entry | +114,545 |
Q2 2025Jun 30, 2025 | MMYT MakeMyTrip | Buy - Position Entry | +104,962 |
Q2 2025Jun 30, 2025 | SUPV Grupo Supervielle S.A. | Buy - Position Entry | +97,077 |
Q2 2025Jun 30, 2025 | PCT PureCycle Technologies, Inc. | Buy - Position Entry | +91,306 |
Q2 2025Jun 30, 2025 | SMR NuScale Power Corporation | Buy - Position Entry | +85,426 |