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 2024Jun 30, 2024 | HDB HDFC Bank Limited | Buy | +142,878+20.1% |
Q2 2024Jun 30, 2024 | PDD PDD Holdings Inc. | Buy - Position Entry | +54,875 |
Q2 2024Jun 30, 2024 | ZTS Zoetis Inc. | Buy | +40,937+0.6% |
Q2 2024Jun 30, 2024 | CATH Global X S&P 500 Catholic Value | Buy | +40,115+255.7% |
Q2 2024Jun 30, 2024 | AAON AAON, Inc. | Buy - Position Entry | +34,884 |
Q2 2024Jun 30, 2024 | ROAD Construction Partners, Inc. | Buy - Position Entry | +25,574 |
Q2 2024Jun 30, 2024 | CWAN Clearwater Analytics Holdings, | Buy | +25,355+4.6% |
Q2 2024Jun 30, 2024 | MODG Topgolf Callaway Brands Corp. | Buy | +24,349+18.9% |
Q2 2024Jun 30, 2024 | EXLS ExlService Holdings, Inc. | Buy | +16,680+5.4% |
Q2 2024Jun 30, 2024 | RGEN Repligen Corporation | Buy - Position Entry | +14,572 |
Q2 2024Jun 30, 2024 | IBP Installed Building Products, In | Buy - Position Entry | +13,093 |
Q2 2024Jun 30, 2024 | OLLI Ollie's Bargain Outlet Holdings | Buy - Position Entry | +12,800 |
Q2 2024Jun 30, 2024 | KSPI Joint Stock Company Kaspi.kz - | Buy - Position Entry | +9,686 |
Q2 2024Jun 30, 2024 | AIT Applied Industrial Technologies | Buy - Position Entry | +7,595 |
Q2 2024Jun 30, 2024 | SGOV iShares 0-3 Month Treasury Bond | Buy | +6,859+197.4% |
Q2 2024Jun 30, 2024 | ACWX iShares MSCI ACWI ex U.S. ETF | Buy | +6,217+18.8% |
Q2 2024Jun 30, 2024 | IWM iShares Russell 2000 ETF | Buy | +4,848+96.2% |
Q2 2024Jun 30, 2024 | TTEK Tetra Tech, Inc. | Buy - Position Entry | +3,309 |
Q2 2024Jun 30, 2024 | AMN AMN Healthcare Services Inc | Buy | +3,032+5.2% |
Q2 2024Jun 30, 2024 | ALRM Alarm.com Holdings, Inc. | Buy | +2,741+2.2% |
Q2 2024Jun 30, 2024 | KNSL Kinsale Capital Group, Inc. | Buy - Position Entry | +2,315 |
Q2 2024Jun 30, 2024 | VONG Vanguard Russell 1000 Growth ET | Buy | +1,270+3.8% |
Q2 2024Jun 30, 2024 | META Meta Platforms, Inc. | Buy - Position Entry | +808 |
Q2 2024Jun 30, 2024 | MEDP Medpace Holdings, Inc. | Buy | +382+2.3% |
Q2 2024Jun 30, 2024 | POOL Pool Corporation | Buy | +189+5.7% |
Q2 2024Jun 30, 2024 | FCX Freeport-McMoRan, Inc. | Buy | +9+0.1% |
Q2 2024Jun 30, 2024 | ASML ASML | Sell | -41-0.1% |
Q2 2024Jun 30, 2024 | MKTX MarketAxess Holdings, Inc. | Sell | -81-1.0% |
Q2 2024Jun 30, 2024 | UL Unilever PLC | Sell | -113-0.0% |
Q2 2024Jun 30, 2024 | TYL Tyler Technologies, Inc. | Sell | -189-5.7% |