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 2021Dec 31, 2021 | CRM Salesforce, Inc. | Buy | +310,910+3.2% |
Q4 2021Dec 31, 2021 | BIGC BigCommerce Holdings, Inc. - Se | Buy - Position Entry | +303,717 |
Q4 2021Dec 31, 2021 | ZTS Zoetis Inc. | Buy | +237,161+2.5% |
Q4 2021Dec 31, 2021 | OLO Olo Inc. | Buy | +211,001+42.8% |
Q4 2021Dec 31, 2021 | NKE Nike, Inc. | Buy | +189,144+2.4% |
Q4 2021Dec 31, 2021 | SBUX Starbucks Corporation | Buy | +178,673+1.4% |
Q4 2021Dec 31, 2021 | IWF iShares Russell 1000 Growth ETF | Buy | +173,680+264.2% |
Q4 2021Dec 31, 2021 | ILMN Illumina, Inc. | Buy | +126,623+5.0% |
Q4 2021Dec 31, 2021 | MSFT Microsoft Corporation | Buy | +122,871+1.2% |
Q4 2021Dec 31, 2021 | ALGN Align Technology, Inc. | Buy | +120,793+7.3% |
Q4 2021Dec 31, 2021 | L44385109 Globant | Buy | +93,552+112.1% |
Q4 2021Dec 31, 2021 | IT Gartner, Inc. | Buy | +86,540+1.9% |
Q4 2021Dec 31, 2021 | NOW ServiceNow, Inc. | Buy | +84,962+2.8% |
Q4 2021Dec 31, 2021 | RVLV Revolve Group, Inc. | Buy | +84,956+28.4% |
Q4 2021Dec 31, 2021 | NFLX Netflix, Inc. | Buy | +79,772+3.1% |
Q4 2021Dec 31, 2021 | ACWI iShares MSCI ACWI ETF | Buy | +78,120+2052.0% |
Q4 2021Dec 31, 2021 | PGNY Progyny, Inc. | Buy | +77,968+25.3% |
Q4 2021Dec 31, 2021 | YETI YETI Holdings, Inc. | Buy | +75,916+49.7% |
Q4 2021Dec 31, 2021 | UNH UnitedHealth Group Incorporated | Buy | +70,473+1.9% |
Q4 2021Dec 31, 2021 | MYTE MYT Netherlands Parent B.V. | Buy - Position Entry | +55,300 |
Q4 2021Dec 31, 2021 | TME Tencent Music Entertainment Gro | Buy | +48,090+68.7% |
Q4 2021Dec 31, 2021 | CATH Global X S&P 500 Catholic Value | Buy | +44,652+44.7% |
Q4 2021Dec 31, 2021 | TRUP Trupanion, Inc. | Buy | +41,816+25.3% |
Q4 2021Dec 31, 2021 | ALRM Alarm.com Holdings, Inc. | Buy | +39,964+25.0% |
Q4 2021Dec 31, 2021 | GOOG Alphabet Inc. | Buy | +39,003+2.5% |
Q4 2021Dec 31, 2021 | EXPO Exponent, Inc. | Buy | +38,669+25.8% |
Q4 2021Dec 31, 2021 | BL BlackLine, Inc. | Buy | +37,726+31.0% |
Q4 2021Dec 31, 2021 | HLI Houlihan Lokey, Inc. | Buy | +36,745+25.3% |
Q4 2021Dec 31, 2021 | FOXF Fox Factory Holding Corp. | Buy | +34,857+25.2% |
Q4 2021Dec 31, 2021 | ALTR Altair Engineering Inc. | Buy | +34,154+28.6% |