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 | EEFT Euronet Worldwide, Inc. | Sell | -11,274-14.8% |
Q2 2024Jun 30, 2024 | ICLR ICON | Sell | -13,157-1.2% |
Q2 2024Jun 30, 2024 | FOXF Fox Factory Holding Corp. | Sell | -13,532-14.4% |
Q2 2024Jun 30, 2024 | WING Wingstop Inc. | Sell - Position Exit | -13,617-100.0% |
Q2 2024Jun 30, 2024 | HLNE Hamilton Lane Incorporated | Sell | -13,694-14.9% |
Q2 2024Jun 30, 2024 | SITM SiTime Corporation | Sell | -15,509-25.2% |
Q2 2024Jun 30, 2024 | MDT Medtronic | Sell | -15,640-1.5% |
Q2 2024Jun 30, 2024 | WRBY Warby Parker Inc. | Sell | -15,654-3.3% |
Q2 2024Jun 30, 2024 | YETI YETI Holdings, Inc. | Sell | -17,342-12.6% |
Q2 2024Jun 30, 2024 | G4388N106 Helen of Troy | Sell - Position Exit | -19,642-100.0% |
Q2 2024Jun 30, 2024 | SAP SAP SE | Sell | -20,197-1.6% |
Q2 2024Jun 30, 2024 | L44385109 Globant | Sell | -21,236-4.3% |
Q2 2024Jun 30, 2024 | DT Dynatrace, Inc. | Sell | -22,773-30.8% |
Q2 2024Jun 30, 2024 | PGNY Progyny, Inc. | Sell | -29,652-7.8% |
Q2 2024Jun 30, 2024 | LVS Las Vegas Sands Corp. | Sell | -35,582-15.3% |
Q2 2024Jun 30, 2024 | PYPL PayPal Holdings, Inc. | Sell | -36,708-74.2% |
Q2 2024Jun 30, 2024 | LLY Eli Lilly and Company | Sell | -37,741-6.5% |
Q2 2024Jun 30, 2024 | GOOGL Alphabet Inc. | Sell | -40,989-1.9% |
Q2 2024Jun 30, 2024 | XPEL XPEL, Inc. | Sell - Position Exit | -50,490-100.0% |
Q2 2024Jun 30, 2024 | DAVA Endava plc | Sell | -51,401-73.1% |
Q2 2024Jun 30, 2024 | DOCS Doximity, Inc. | Sell | -61,289-36.7% |
Q2 2024Jun 30, 2024 | IT Gartner, Inc. | Sell | -98,038-5.6% |
Q2 2024Jun 30, 2024 | BMBL Bumble Inc. | Sell - Position Exit | -98,635-100.0% |
Q2 2024Jun 30, 2024 | YUMC Yum China Holdings, Inc. | Sell | -105,720-34.4% |
Q2 2024Jun 30, 2024 | UNH UnitedHealth Group Incorporated | Sell | -144,729-6.0% |
Q2 2024Jun 30, 2024 | TMO Thermo Fisher Scientific Inc | Sell | -156,917-4.8% |
Q2 2024Jun 30, 2024 | BIL SPDR Bloomberg 1-3 Month T-Bill | Sell | -158,008-63.2% |
Q2 2024Jun 30, 2024 | ADBE Adobe Inc. | Sell | -170,936-6.0% |
Q2 2024Jun 30, 2024 | NOW ServiceNow, Inc. | Sell | -180,083-6.8% |
Q2 2024Jun 30, 2024 | MA Mastercard Incorporated | Sell | -229,587-5.1% |