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 | BKD Brookdale Senior Living Inc. | Buy - Position Entry | +84,013 |
Q2 2025Jun 30, 2025 | SE Sea Limited | Buy - Position Entry | +83,932 |
Q2 2025Jun 30, 2025 | SSYS Stratasys | Buy - Position Entry | +81,732 |
Q2 2025Jun 30, 2025 | WGS GeneDx Holdings Corp. | Buy - Position Entry | +80,980 |
Q2 2025Jun 30, 2025 | Y4600W108 Karooooo | Buy | +77,868+1128.7% |
Q2 2025Jun 30, 2025 | ADT ADT Inc. | Buy - Position Entry | +72,926 |
Q2 2025Jun 30, 2025 | CAAP Corporacion America | Buy - Position Entry | +68,380 |
Q2 2025Jun 30, 2025 | BE Bloom Energy Corporation | Buy - Position Entry | +68,316 |
Q2 2025Jun 30, 2025 | PBI Pitney Bowes Inc. | Buy - Position Entry | +68,222 |
Q2 2025Jun 30, 2025 | METC Ramaco Resources, Inc. | Buy - Position Entry | +62,205 |
Q2 2025Jun 30, 2025 | OPFI OppFi Inc. | Buy - Position Entry | +60,773 |
Q2 2025Jun 30, 2025 | MIR Mirion Technologies, Inc. | Buy - Position Entry | +57,230 |
Q2 2025Jun 30, 2025 | TDUP ThredUp Inc. | Buy - Position Entry | +52,989 |
Q2 2025Jun 30, 2025 | G87110105 TechnipFMC | Buy - Position Entry | +51,582 |
Q2 2025Jun 30, 2025 | KAR OPENLANE, Inc. | Buy - Position Entry | +50,404 |
Q2 2025Jun 30, 2025 | ATRO Astronics Corporation | Buy - Position Entry | +49,791 |
Q2 2025Jun 30, 2025 | ARLO Arlo Technologies, Inc. | Buy - Position Entry | +49,190 |
Q2 2025Jun 30, 2025 | LTH Life Time Group Holdings, Inc. | Buy - Position Entry | +49,143 |
Q2 2025Jun 30, 2025 | UTI Universal Technical Institute I | Buy - Position Entry | +48,007 |
Q2 2025Jun 30, 2025 | OSCR Oscar Health, Inc. | Buy - Position Entry | +48,000 |
Q2 2025Jun 30, 2025 | AMSC American Superconductor Corpora | Buy - Position Entry | +47,221 |
Q2 2025Jun 30, 2025 | CCJ Cameco Corporation | Buy - Position Entry | +45,616 |
Q2 2025Jun 30, 2025 | AGX Argan, Inc. | Buy - Position Entry | +44,821 |
Q2 2025Jun 30, 2025 | BWXT BWX Technologies, Inc. | Buy - Position Entry | +41,037 |
Q2 2025Jun 30, 2025 | LQDT Liquidity Services, Inc. | Buy - Position Entry | +40,628 |
Q2 2025Jun 30, 2025 | VSEC VSE Corporation | Buy - Position Entry | +39,583 |
Q2 2025Jun 30, 2025 | GGAL Grupo Financiero Galicia S.A. | Buy - Position Entry | +39,394 |
Q2 2025Jun 30, 2025 | FVRR Fiverr | Buy - Position Entry | +36,223 |
Q2 2025Jun 30, 2025 | IOT Samsara Inc. | Buy - Position Entry | +36,165 |
Q2 2025Jun 30, 2025 | KRNT Kornit Digital | Buy - Position Entry | +36,065 |