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 | OLLI Ollie's Bargain Outlet Holdings | Sell | -3,605-28.6% |
Q1 2025Mar 31, 2025 | HLI Houlihan Lokey, Inc. | Sell | -3,704-10.3% |
Q1 2025Mar 31, 2025 | IOO iShares Global 100 ETF | Sell | -4,234-63.1% |
Q1 2025Mar 31, 2025 | CRL Charles River Laboratories Inte | Sell - Position Exit | -4,248-100.0% |
Q1 2025Mar 31, 2025 | ALGN Align Technology, Inc. | Sell - Position Exit | -4,504-100.0% |
Q1 2025Mar 31, 2025 | Y4600W108 Karooooo | Sell | -6,374-48.0% |
Q1 2025Mar 31, 2025 | P31076105 Copa Holdings | Sell - Position Exit | -7,293-100.0% |
Q1 2025Mar 31, 2025 | NKE Nike, Inc. | Sell | -7,398-54.4% |
Q1 2025Mar 31, 2025 | BL BlackLine, Inc. | Sell | -7,692-12.3% |
Q1 2025Mar 31, 2025 | SPY SPDR S&P 500 | Sell | -8,091-84.8% |
Q1 2025Mar 31, 2025 | WSC WillScot Holdings Corporation | Sell | -8,107-6.5% |
Q1 2025Mar 31, 2025 | BAH Booz Allen Hamilton Holding Cor | Sell - Position Exit | -8,900-100.0% |
Q1 2025Mar 31, 2025 | ASML ASML | Sell | -9,464-15.2% |
Q1 2025Mar 31, 2025 | RGEN Repligen Corporation | Sell | -9,654-23.8% |
Q1 2025Mar 31, 2025 | CNM Core & Main, Inc. | Sell | -10,784-7.9% |
Q1 2025Mar 31, 2025 | GNRC Generac Holdlings Inc. | Sell | -11,007-24.8% |
Q1 2025Mar 31, 2025 | CRM Salesforce, Inc. | Sell | -11,325-57.8% |
Q1 2025Mar 31, 2025 | ADP Automatic Data Processing, Inc. | Sell | -13,223-7.4% |
Q1 2025Mar 31, 2025 | KB KB Financial Group Inc | Sell - Position Exit | -14,529-100.0% |
Q1 2025Mar 31, 2025 | ETSY Etsy, Inc. | Sell - Position Exit | -15,037-100.0% |
Q1 2025Mar 31, 2025 | LVS Las Vegas Sands Corp. | Sell | -15,105-9.8% |
Q1 2025Mar 31, 2025 | CWAN Clearwater Analytics Holdings, | Sell | -15,137-10.8% |
Q1 2025Mar 31, 2025 | VT Vanguard Total World Stock Inde | Sell | -15,835-59.1% |
Q1 2025Mar 31, 2025 | ALRM Alarm.com Holdings, Inc. | Sell - Position Exit | -21,461-100.0% |
Q1 2025Mar 31, 2025 | SPOT Spotify | Sell | -22,112-36.3% |
Q1 2025Mar 31, 2025 | GSHD Goosehead Insurance, Inc. | Sell | -22,993-27.3% |
Q1 2025Mar 31, 2025 | VUG Vanguard Growth ETF | Sell | -24,457-62.6% |
Q1 2025Mar 31, 2025 | USHY iShares Broad USD High Yield Co | Sell - Position Exit | -26,300-100.0% |
Q1 2025Mar 31, 2025 | TTEK Tetra Tech, Inc. | Sell | -29,101-67.4% |
Q1 2025Mar 31, 2025 | BROS Dutch Bros Inc. | Sell | -36,899-35.1% |