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 |
|---|---|---|---|
Q3 2024Sep 30, 2024 | PDD PDD Holdings Inc. | Buy | +39,175+71.4% |
Q3 2024Sep 30, 2024 | TME Tencent Music Entertainment Gro | Buy | +35,131+2.3% |
Q3 2024Sep 30, 2024 | DLO Dlocal | Buy | +33,567+3.5% |
Q3 2024Sep 30, 2024 | USHY iShares Broad USD High Yield Co | Buy - Position Entry | +26,300 |
Q3 2024Sep 30, 2024 | PCTY Paylocity Holding Corporation | Buy - Position Entry | +23,332 |
Q3 2024Sep 30, 2024 | NSIT Insight Enterprises, Inc. | Buy - Position Entry | +21,357 |
Q3 2024Sep 30, 2024 | RGEN Repligen Corporation | Buy | +20,811+142.8% |
Q3 2024Sep 30, 2024 | TTEK Tetra Tech, Inc. | Buy | +19,815+598.8% |
Q3 2024Sep 30, 2024 | ASML ASML | Buy | +16,215+31.8% |
Q3 2024Sep 30, 2024 | PGNY Progyny, Inc. | Buy | +13,828+4.0% |
Q3 2024Sep 30, 2024 | VUG Vanguard Growth ETF | Buy - Position Entry | +13,814 |
Q3 2024Sep 30, 2024 | IVV iShares Core S&P 500 ETF | Buy - Position Entry | +10,746 |
Q3 2024Sep 30, 2024 | Y4600W108 Karooooo | Buy - Position Entry | +10,634 |
Q3 2024Sep 30, 2024 | ROAD Construction Partners, Inc. | Buy | +9,520+37.2% |
Q3 2024Sep 30, 2024 | YUMC Yum China Holdings, Inc. | Buy | +9,490+4.7% |
Q3 2024Sep 30, 2024 | AIT Applied Industrial Technologies | Buy | +8,609+113.4% |
Q3 2024Sep 30, 2024 | SGOV iShares 0-3 Month Treasury Bond | Buy | +8,192+79.3% |
Q3 2024Sep 30, 2024 | MELI MercadoLibre, Inc. | Buy | +7,975+25.7% |
Q3 2024Sep 30, 2024 | LVS Las Vegas Sands Corp. | Buy | +6,560+3.3% |
Q3 2024Sep 30, 2024 | IBP Installed Building Products, In | Buy | +4,870+37.2% |
Q3 2024Sep 30, 2024 | BAH Booz Allen Hamilton Holding Cor | Buy - Position Entry | +4,722 |
Q3 2024Sep 30, 2024 | BLD TopBuild Corp. | Buy - Position Entry | +4,075 |
Q3 2024Sep 30, 2024 | VT Vanguard Total World Stock Inde | Buy - Position Entry | +4,018 |
Q3 2024Sep 30, 2024 | IWM iShares Russell 2000 ETF | Buy | +3,493+35.3% |
Q3 2024Sep 30, 2024 | KNSL Kinsale Capital Group, Inc. | Buy | +1,866+80.6% |
Q3 2024Sep 30, 2024 | SPY SPDR S&P 500 | Buy - Position Entry | +1,863 |
Q3 2024Sep 30, 2024 | NTES NetEase, Inc. | Buy | +1,268+31.7% |
Q3 2024Sep 30, 2024 | MKTX MarketAxess Holdings, Inc. | Buy | +585+7.2% |
Q3 2024Sep 30, 2024 | POOL Pool Corporation | Buy | +187+5.4% |
Q3 2024Sep 30, 2024 | ACWX iShares MSCI ACWI ex U.S. ETF | Buy | +109+0.3% |