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 | APPF AppFolio, Inc. | Sell | -7,577-21.9% |
Q4 2023Dec 31, 2023 | EXLS ExlService Holdings, Inc. | Sell | -8,433-8.7% |
Q4 2023Dec 31, 2023 | PGNY Progyny, Inc. | Sell | -8,702-2.5% |
Q4 2023Dec 31, 2023 | L44385109 Globant | Sell | -10,682-2.9% |
Q4 2023Dec 31, 2023 | ALRM Alarm.com Holdings, Inc. | Sell | -12,522-8.9% |
Q4 2023Dec 31, 2023 | CWAN Clearwater Analytics Holdings, | Sell | -13,710-4.5% |
Q4 2023Dec 31, 2023 | WING Wingstop Inc. | Sell | -13,730-27.9% |
Q4 2023Dec 31, 2023 | TSM Taiwan Semiconductor Manufactur | Sell | -14,298-25.4% |
Q4 2023Dec 31, 2023 | DT Dynatrace, Inc. | Sell | -15,883-14.7% |
Q4 2023Dec 31, 2023 | ASML ASML | Sell | -17,446-26.7% |
Q4 2023Dec 31, 2023 | HLNE Hamilton Lane Incorporated | Sell | -19,392-16.9% |
Q4 2023Dec 31, 2023 | EPAM EPAM Systems, Inc. | Sell | -19,490-34.9% |
Q4 2023Dec 31, 2023 | SAP SAP SE | Sell | -19,980-1.6% |
Q4 2023Dec 31, 2023 | SHOP Shopify Inc. | Sell | -22,774-2.8% |
Q4 2023Dec 31, 2023 | QLYS Qualys, Inc. | Sell | -27,032-46.1% |
Q4 2023Dec 31, 2023 | LLY Eli Lilly and Company | Sell | -29,011-4.7% |
Q4 2023Dec 31, 2023 | ICLR ICON | Sell | -31,346-2.6% |
Q4 2023Dec 31, 2023 | GOOGL Alphabet Inc. | Sell | -32,351-1.5% |
Q4 2023Dec 31, 2023 | DAVA Endava plc | Sell | -32,929-33.1% |
Q4 2023Dec 31, 2023 | TTD The Trade Desk, Inc. | Sell - Position Exit | -35,478-100.0% |
Q4 2023Dec 31, 2023 | DOCS Doximity, Inc. | Sell | -42,149-19.6% |
Q4 2023Dec 31, 2023 | DOCU DocuSign, Inc. | Sell - Position Exit | -43,366-100.0% |
Q4 2023Dec 31, 2023 | EVTC Evertec, Inc. | Sell - Position Exit | -44,100-100.0% |
Q4 2023Dec 31, 2023 | FIVE Five Below, Inc. | Sell | -46,971-60.7% |
Q4 2023Dec 31, 2023 | Y4600W108 Karooooo | Sell | -49,391-84.2% |
Q4 2023Dec 31, 2023 | GSHD Goosehead Insurance, Inc. | Sell | -69,902-31.5% |
Q4 2023Dec 31, 2023 | YETI YETI Holdings, Inc. | Sell | -71,776-30.4% |
Q4 2023Dec 31, 2023 | RVLV Revolve Group, Inc. | Sell | -73,354-15.2% |
Q4 2023Dec 31, 2023 | LVS Las Vegas Sands Corp. | Sell | -86,245-27.0% |
Q4 2023Dec 31, 2023 | UNH UnitedHealth Group Incorporated | Sell | -103,060-4.1% |