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 2025Mar 31, 2025 | PGNY Progyny, Inc. | Buy | +798+0.3% |
Q1 2025Mar 31, 2025 | NSIT Insight Enterprises, Inc. | Buy | +702+1.7% |
Q1 2025Mar 31, 2025 | ENTG Entegris, Inc. | Buy | +513+4.7% |
Q1 2025Mar 31, 2025 | AMN AMN Healthcare Services Inc | Buy | +422+1.1% |
Q1 2025Mar 31, 2025 | IWM iShares Russell 2000 ETF | Buy | +355+3.5% |
Q1 2025Mar 31, 2025 | DLO Dlocal | Buy | +191+0.0% |
Q1 2025Mar 31, 2025 | YUMC Yum China Holdings, Inc. | Buy | +47+0.1% |
Q1 2025Mar 31, 2025 | IBP Installed Building Products, In | Sell | -102-0.6% |
Q1 2025Mar 31, 2025 | KNSL Kinsale Capital Group, Inc. | Sell | -255-5.6% |
Q1 2025Mar 31, 2025 | BLD TopBuild Corp. | Sell | -289-5.5% |
Q1 2025Mar 31, 2025 | CIGI Colliers International Group In | Sell | -293-3.6% |
Q1 2025Mar 31, 2025 | MKTX MarketAxess Holdings, Inc. | Sell | -311-7.1% |
Q1 2025Mar 31, 2025 | POOL Pool Corporation | Sell | -345-5.8% |
Q1 2025Mar 31, 2025 | MORN Morningstar, Inc. | Sell | -372-9.5% |
Q1 2025Mar 31, 2025 | NTES NetEase, Inc. | Sell | -398-8.4% |
Q1 2025Mar 31, 2025 | FND Floor & Decor Holdings, Inc. | Sell | -876-8.9% |
Q1 2025Mar 31, 2025 | PDD PDD Holdings Inc. | Sell | -899-1.3% |
Q1 2025Mar 31, 2025 | PSTG Pure Storage, Inc. | Sell | -1,046-9.8% |
Q1 2025Mar 31, 2025 | FERG Ferguson Enterprises Inc. | Sell - Position Exit | -1,238-100.0% |
Q1 2025Mar 31, 2025 | LGIH LGI Homes, Inc. | Sell | -1,577-9.8% |
Q1 2025Mar 31, 2025 | BSY Bentley Systems, Incorporated | Sell | -1,943-9.1% |
Q1 2025Mar 31, 2025 | QLYS Qualys, Inc. | Sell | -1,959-10.5% |
Q1 2025Mar 31, 2025 | DT Dynatrace, Inc. | Sell | -2,303-7.9% |
Q1 2025Mar 31, 2025 | PYPL PayPal Holdings, Inc. | Sell | -2,498-33.6% |
Q1 2025Mar 31, 2025 | ADSK Autodesk, Inc. | Sell | -2,719-52.6% |
Q1 2025Mar 31, 2025 | SITE SiteOne Landscape Supply, Inc. | Sell | -2,802-11.6% |
Q1 2025Mar 31, 2025 | KSPI Joint Stock Company Kaspi.kz - | Sell - Position Exit | -3,105-100.0% |
Q1 2025Mar 31, 2025 | FSV FirstService Corporation | Sell | -3,123-9.5% |
Q1 2025Mar 31, 2025 | HLNE Hamilton Lane Incorporated | Sell | -3,324-6.0% |
Q1 2025Mar 31, 2025 | BWMN Bowman Consulting Group Ltd. | Sell | -3,551-9.1% |