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 | BBIO BridgeBio Pharma, Inc. | Buy - Position Entry | +35,649 |
Q2 2025Jun 30, 2025 | KTOS Kratos Defense & Security Solut | Buy - Position Entry | +34,531 |
Q2 2025Jun 30, 2025 | PGY Pagaya Technologies | Buy - Position Entry | +34,483 |
Q2 2025Jun 30, 2025 | ATEC Alphatec Holdings, Inc. | Buy - Position Entry | +34,192 |
Q2 2025Jun 30, 2025 | ODD Oddity Tech | Buy - Position Entry | +33,751 |
Q2 2025Jun 30, 2025 | NGVC Natural Grocers by Vitamin Cott | Buy - Position Entry | +33,669 |
Q2 2025Jun 30, 2025 | MYTE MYT Netherlands Parent B.V. | Buy - Position Entry | +30,459 |
Q2 2025Jun 30, 2025 | LASR nLIGHT, Inc. | Buy - Position Entry | +30,425 |
Q2 2025Jun 30, 2025 | ADMA ADMA Biologics Inc | Buy - Position Entry | +30,412 |
Q2 2025Jun 30, 2025 | BBSI Barrett Business Services, Inc. | Buy - Position Entry | +30,143 |
Q2 2025Jun 30, 2025 | AFRM Affirm Holdings, Inc. | Buy - Position Entry | +30,027 |
Q2 2025Jun 30, 2025 | EVER EverQuote, Inc. | Buy - Position Entry | +28,806 |
Q2 2025Jun 30, 2025 | RDVT Red Violet, Inc. | Buy - Position Entry | +27,072 |
Q2 2025Jun 30, 2025 | MNDY Monday.com | Buy | +26,314+36.9% |
Q2 2025Jun 30, 2025 | POWL Powell Industries, Inc. | Buy - Position Entry | +25,173 |
Q2 2025Jun 30, 2025 | IRMD iRadimed Corporation | Buy - Position Entry | +24,889 |
Q2 2025Jun 30, 2025 | G25457105 Credo Technology | Buy - Position Entry | +24,417 |
Q2 2025Jun 30, 2025 | SG Sweetgreen, Inc. | Buy - Position Entry | +22,651 |
Q2 2025Jun 30, 2025 | ERJ Embraer S.A. | Buy - Position Entry | +22,284 |
Q2 2025Jun 30, 2025 | GRAL GRAIL, Inc. | Buy - Position Entry | +21,938 |
Q2 2025Jun 30, 2025 | CORT Corcept Therapeutics Incorporat | Buy - Position Entry | +21,576 |
Q2 2025Jun 30, 2025 | VCTR Victory Capital Holdings, Inc. | Buy - Position Entry | +21,386 |
Q2 2025Jun 30, 2025 | AEHR Aehr Test Systems | Buy - Position Entry | +21,000 |
Q2 2025Jun 30, 2025 | BELFB Bel Fuse Inc. | Buy - Position Entry | +20,386 |
Q2 2025Jun 30, 2025 | SYM Symbotic Inc. | Buy - Position Entry | +20,003 |
Q2 2025Jun 30, 2025 | H5870P102 Oculis Holding | Buy - Position Entry | +19,472 |
Q2 2025Jun 30, 2025 | MOD Modine Manufacturing Company | Buy - Position Entry | +19,366 |
Q2 2025Jun 30, 2025 | ALKT Alkami Technology, Inc. | Buy - Position Entry | +18,915 |
Q2 2025Jun 30, 2025 | TIGO Millicom | Buy - Position Entry | +18,753 |
Q2 2025Jun 30, 2025 | GTES Gates Industrial | Buy - Position Entry | +18,615 |