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 |
|---|---|---|---|
Q4 2023Dec 31, 2023 | MKTX MarketAxess Holdings, Inc. | Buy - Position Entry | +4,461 |
Q4 2023Dec 31, 2023 | AON Aon Plc | Buy | +3,896+0.5% |
Q4 2023Dec 31, 2023 | AZPN Aspen Technology, Inc. | Buy | +3,588+47.7% |
Q4 2023Dec 31, 2023 | EEFT Euronet Worldwide, Inc. | Buy | +3,498+4.7% |
Q4 2023Dec 31, 2023 | POOL Pool Corporation | Buy - Position Entry | +3,395 |
Q4 2023Dec 31, 2023 | ADP Automatic Data Processing, Inc. | Buy | +2,318+0.5% |
Q4 2023Dec 31, 2023 | IWM iShares Russell 2000 ETF | Buy - Position Entry | +1,774 |
Q4 2023Dec 31, 2023 | MPWR Monolithic Power Systems, Inc. | Buy | +1,549+62.2% |
Q4 2023Dec 31, 2023 | VUG Vanguard Growth ETF | Buy | +1,475+21.3% |
Q4 2023Dec 31, 2023 | CRL Charles River Laboratories Inte | Buy | +1,323+26.4% |
Q4 2023Dec 31, 2023 | TPIF Timothy Plan International ETF | Buy | +1,081+7.3% |
Q4 2023Dec 31, 2023 | SPY SPDR S&P 500 | Buy - Position Entry | +662 |
Q4 2023Dec 31, 2023 | SITM SiTime Corporation | Buy | +136+0.4% |
Q4 2023Dec 31, 2023 | MORN Morningstar, Inc. | Sell | -276-2.0% |
Q4 2023Dec 31, 2023 | MKL Markel Group Inc. | Sell - Position Exit | -500-100.0% |
Q4 2023Dec 31, 2023 | FICO Fair Isaac Corporation | Sell - Position Exit | -871-100.0% |
Q4 2023Dec 31, 2023 | TPLC Timothy Plan US Large/Mid Cap C | Sell | -878-5.5% |
Q4 2023Dec 31, 2023 | PAYC Paycom Software, Inc. | Sell | -937-5.4% |
Q4 2023Dec 31, 2023 | CATH Global X S&P 500 Catholic Value | Sell | -1,517-22.0% |
Q4 2023Dec 31, 2023 | RH RH | Sell | -1,659-9.0% |
Q4 2023Dec 31, 2023 | HLI Houlihan Lokey, Inc. | Sell | -1,669-1.3% |
Q4 2023Dec 31, 2023 | G4388N106 Helen of Troy | Sell | -1,963-8.9% |
Q4 2023Dec 31, 2023 | SITE SiteOne Landscape Supply, Inc. | Sell | -2,128-9.1% |
Q4 2023Dec 31, 2023 | TREX Trex Company, Inc. | Sell | -2,589-8.8% |
Q4 2023Dec 31, 2023 | FSV FirstService Corporation | Sell | -3,531-8.8% |
Q4 2023Dec 31, 2023 | MSCI MSCI Inc. | Sell | -4,062-2.9% |
Q4 2023Dec 31, 2023 | XPEL XPEL, Inc. | Sell | -4,646-7.5% |
Q4 2023Dec 31, 2023 | BL BlackLine, Inc. | Sell | -4,795-4.1% |
Q4 2023Dec 31, 2023 | MELI MercadoLibre, Inc. | Sell | -5,308-10.9% |
Q4 2023Dec 31, 2023 | TYL Tyler Technologies, Inc. | Sell | -6,294-50.5% |