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 2021Jun 30, 2021 | DAVA Endava plc | Buy | +8,165+6.1% |
Q2 2021Jun 30, 2021 | FOXF Fox Factory Holding Corp. | Buy | +7,907+6.6% |
Q2 2021Jun 30, 2021 | ACWX iShares MSCI ACWI ex U.S. ETF | Buy - Position Entry | +7,552 |
Q2 2021Jun 30, 2021 | WING Wingstop Inc. | Buy | +7,035+6.5% |
Q2 2021Jun 30, 2021 | BL BlackLine, Inc. | Buy | +6,709+6.4% |
Q2 2021Jun 30, 2021 | ALTR Altair Engineering Inc. | Buy | +6,572+6.4% |
Q2 2021Jun 30, 2021 | AMN AMN Healthcare Services Inc | Buy | +6,257+6.4% |
Q2 2021Jun 30, 2021 | DT Dynatrace, Inc. | Buy | +5,942+7.8% |
Q2 2021Jun 30, 2021 | MBUU Malibu Boats, Inc. | Buy | +5,747+6.4% |
Q2 2021Jun 30, 2021 | MEDP Medpace Holdings, Inc. | Buy | +5,463+6.7% |
Q2 2021Jun 30, 2021 | EL Estee Lauder Companies, Inc. (T | Buy | +5,356+3.3% |
Q2 2021Jun 30, 2021 | MSCI MSCI Inc. | Buy | +5,158+0.4% |
Q2 2021Jun 30, 2021 | L44385109 Globant | Buy | +4,513+6.2% |
Q2 2021Jun 30, 2021 | ADP Automatic Data Processing, Inc. | Buy | +4,482+1.9% |
Q2 2021Jun 30, 2021 | QLYS Qualys, Inc. | Buy | +4,265+6.4% |
Q2 2021Jun 30, 2021 | ACWI iShares MSCI ACWI ETF | Buy - Position Entry | +3,330 |
Q2 2021Jun 30, 2021 | G4388N106 Helen of Troy | Buy | +2,668+6.7% |
Q2 2021Jun 30, 2021 | PCTY Paylocity Holding Corporation | Buy | +2,267+6.4% |
Q2 2021Jun 30, 2021 | CPRT Copart, Inc. | Buy | +1,343+7.4% |
Q2 2021Jun 30, 2021 | CDW CDW Corporation | Buy | +1,262+7.9% |
Q2 2021Jun 30, 2021 | HEI Heico Corporation | Buy | +1,107+7.7% |
Q2 2021Jun 30, 2021 | TME Tencent Music Entertainment Gro | Buy | +360+0.7% |
Q2 2021Jun 30, 2021 | NBIS Nebius Group | Buy | +200+0.6% |
Q2 2021Jun 30, 2021 | GNRC Generac Holdlings Inc. | Sell | -2,875-22.2% |
Q2 2021Jun 30, 2021 | ETSY Etsy, Inc. | Sell | -6,093-7.4% |
Q2 2021Jun 30, 2021 | UL Unilever PLC | Sell | -12,011-2.3% |
Q2 2021Jun 30, 2021 | CHKP Check Point | Sell - Position Exit | -17,034-100.0% |
Q2 2021Jun 30, 2021 | ENV Envestnet, Inc | Sell | -18,222-22.3% |
Q2 2021Jun 30, 2021 | GOOG Alphabet Inc. | Sell | -20,251-1.3% |
Q2 2021Jun 30, 2021 | RVLV Revolve Group, Inc. | Sell | -28,571-8.5% |