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 |
|---|---|---|---|
Q3 2023Sep 30, 2023 | CWAN Clearwater Analytics Holdings, | Buy - Position Entry | +304,600 |
Q3 2023Sep 30, 2023 | DLO Dlocal | Buy | +234,772+13.9% |
Q3 2023Sep 30, 2023 | IWF iShares Russell 1000 Growth ETF | Buy | +171,395+133.8% |
Q3 2023Sep 30, 2023 | MSCI MSCI Inc. | Buy - Position Entry | +139,245 |
Q3 2023Sep 30, 2023 | EXLS ExlService Holdings, Inc. | Buy - Position Entry | +97,083 |
Q3 2023Sep 30, 2023 | CCCS CCC Intelligent Solutions Holdi | Buy | +85,370+13.2% |
Q3 2023Sep 30, 2023 | WDAY Workday, Inc. | Buy | +78,352+2.0% |
Q3 2023Sep 30, 2023 | BMBL Bumble Inc. | Buy | +72,552+20.3% |
Q3 2023Sep 30, 2023 | PGNY Progyny, Inc. | Buy | +71,682+25.8% |
Q3 2023Sep 30, 2023 | XPEL XPEL, Inc. | Buy - Position Entry | +61,710 |
Q3 2023Sep 30, 2023 | RVLV Revolve Group, Inc. | Buy | +61,499+14.6% |
Q3 2023Sep 30, 2023 | TSM Taiwan Semiconductor Manufactur | Buy - Position Entry | +56,381 |
Q3 2023Sep 30, 2023 | WRBY Warby Parker Inc. | Buy | +40,982+12.5% |
Q3 2023Sep 30, 2023 | ACWI iShares MSCI ACWI ETF | Buy | +29,531+119.3% |
Q3 2023Sep 30, 2023 | ILMN Illumina, Inc. | Buy | +29,153+0.6% |
Q3 2023Sep 30, 2023 | DOCS Doximity, Inc. | Buy | +22,377+11.6% |
Q3 2023Sep 30, 2023 | UL Unilever PLC | Buy | +17,335+2.3% |
Q3 2023Sep 30, 2023 | SHOP Shopify Inc. | Buy | +16,046+2.0% |
Q3 2023Sep 30, 2023 | MDT Medtronic | Buy | +12,876+1.6% |
Q3 2023Sep 30, 2023 | HDB HDFC Bank Limited | Buy | +11,476+2.5% |
Q3 2023Sep 30, 2023 | YETI YETI Holdings, Inc. | Buy | +10,431+4.6% |
Q3 2023Sep 30, 2023 | EL Estee Lauder Companies, Inc. (T | Buy | +8,494+6.7% |
Q3 2023Sep 30, 2023 | MORN Morningstar, Inc. | Buy | +8,439+150.1% |
Q3 2023Sep 30, 2023 | DT Dynatrace, Inc. | Buy | +6,451+6.3% |
Q3 2023Sep 30, 2023 | ACWX iShares MSCI ACWI ex U.S. ETF | Buy | +4,456+23.9% |
Q3 2023Sep 30, 2023 | AON Aon Plc | Buy | +4,422+0.5% |
Q3 2023Sep 30, 2023 | FIVE Five Below, Inc. | Buy | +4,390+6.0% |
Q3 2023Sep 30, 2023 | VUG Vanguard Growth ETF | Buy | +4,129+147.0% |
Q3 2023Sep 30, 2023 | ETSY Etsy, Inc. | Buy | +3,048+19.4% |
Q3 2023Sep 30, 2023 | TPLC Timothy Plan US Large/Mid Cap C | Buy | +1,480+10.2% |