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 | ALRM Alarm.com Holdings, Inc. | Sell | -9,841-7.7% |
Q3 2024Sep 30, 2024 | FCX Freeport-McMoRan, Inc. | Sell - Position Exit | -10,419-100.0% |
Q3 2024Sep 30, 2024 | CNM Core & Main, Inc. | Sell | -11,592-7.3% |
Q3 2024Sep 30, 2024 | FOXF Fox Factory Holding Corp. | Sell | -11,818-14.7% |
Q3 2024Sep 30, 2024 | DT Dynatrace, Inc. | Sell | -12,292-24.1% |
Q3 2024Sep 30, 2024 | GNRC Generac Holdlings Inc. | Sell | -13,086-18.4% |
Q3 2024Sep 30, 2024 | HLI Houlihan Lokey, Inc. | Sell | -14,065-17.1% |
Q3 2024Sep 30, 2024 | HDB HDFC Bank Limited | Sell | -14,389-1.7% |
Q3 2024Sep 30, 2024 | FIVE Five Below, Inc. | Sell | -15,780-75.9% |
Q3 2024Sep 30, 2024 | AMN AMN Healthcare Services Inc | Sell | -16,969-27.5% |
Q3 2024Sep 30, 2024 | APPF AppFolio, Inc. | Sell - Position Exit | -17,855-100.0% |
Q3 2024Sep 30, 2024 | HLNE Hamilton Lane Incorporated | Sell | -22,395-28.6% |
Q3 2024Sep 30, 2024 | GSHD Goosehead Insurance, Inc. | Sell | -23,195-18.0% |
Q3 2024Sep 30, 2024 | MDT Medtronic | Sell | -26,940-2.6% |
Q3 2024Sep 30, 2024 | SKIL Skillsoft Corp. | Sell | -30,368-41.5% |
Q3 2024Sep 30, 2024 | ICLR ICON | Sell | -31,292-2.9% |
Q3 2024Sep 30, 2024 | VONG Vanguard Russell 1000 Growth ET | Sell - Position Exit | -34,536-100.0% |
Q3 2024Sep 30, 2024 | BL BlackLine, Inc. | Sell | -34,710-33.4% |
Q3 2024Sep 30, 2024 | ADSK Autodesk, Inc. | Sell | -34,878-82.8% |
Q3 2024Sep 30, 2024 | AON Aon Plc | Sell | -40,552-4.9% |
Q3 2024Sep 30, 2024 | SITM SiTime Corporation | Sell - Position Exit | -46,054-100.0% |
Q3 2024Sep 30, 2024 | WRBY Warby Parker Inc. | Sell | -49,448-10.7% |
Q3 2024Sep 30, 2024 | LLY Eli Lilly and Company | Sell | -57,110-10.4% |
Q3 2024Sep 30, 2024 | MODG Topgolf Callaway Brands Corp. | Sell | -57,139-37.3% |
Q3 2024Sep 30, 2024 | CCCS CCC Intelligent Solutions Holdi | Sell | -58,001-6.8% |
Q3 2024Sep 30, 2024 | ACWI iShares MSCI ACWI ETF | Sell | -84,564-48.1% |
Q3 2024Sep 30, 2024 | BIL SPDR Bloomberg 1-3 Month T-Bill | Sell | -86,820-94.5% |
Q3 2024Sep 30, 2024 | DOCS Doximity, Inc. | Sell - Position Exit | -105,500-100.0% |
Q3 2024Sep 30, 2024 | RVLV Revolve Group, Inc. | Sell | -109,172-21.3% |
Q3 2024Sep 30, 2024 | IWF iShares Russell 1000 Growth ETF | Sell | -135,597-45.5% |