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 2020Jun 30, 2020 | BABA Alibaba Group Holding Limited | Buy | +217,707+42.9% |
Q2 2020Jun 30, 2020 | ORCL Oracle Corporation | Buy | +184,281+58.0% |
Q2 2020Jun 30, 2020 | GOOG Alphabet Inc. | Buy | +154,150+10.5% |
Q2 2020Jun 30, 2020 | REGN Regeneron Pharmaceuticals, Inc. | Buy | +123,532+7.2% |
Q2 2020Jun 30, 2020 | RELX RELX PLC PLC | Buy | +91,827+10.1% |
Q2 2020Jun 30, 2020 | MDT Medtronic | Buy | +87,182+21.1% |
Q2 2020Jun 30, 2020 | SAP SAP SE | Buy | +67,300+20.3% |
Q2 2020Jun 30, 2020 | ICLR ICON | Buy | +67,186+21.2% |
Q2 2020Jun 30, 2020 | HLI Houlihan Lokey, Inc. | Buy - Position Entry | +44,701 |
Q2 2020Jun 30, 2020 | ALRM Alarm.com Holdings, Inc. | Buy | +39,888+115.9% |
Q2 2020Jun 30, 2020 | UL Unilever PLC | Buy | +39,002+10.4% |
Q2 2020Jun 30, 2020 | EXPO Exponent, Inc. | Buy | +38,981+119.6% |
Q2 2020Jun 30, 2020 | CHKP Check Point | Buy | +35,977+20.9% |
Q2 2020Jun 30, 2020 | BL BlackLine, Inc. | Buy - Position Entry | +34,233 |
Q2 2020Jun 30, 2020 | ETSY Etsy, Inc. | Buy | +32,528+127.8% |
Q2 2020Jun 30, 2020 | GOOGL Alphabet Inc. | Buy | +31,273+7.6% |
Q2 2020Jun 30, 2020 | MEDP Medpace Holdings, Inc. | Buy - Position Entry | +28,374 |
Q2 2020Jun 30, 2020 | LMAT LeMaitre Vascular, Inc. | Buy | +26,974+40.5% |
Q2 2020Jun 30, 2020 | TXRH Texas Roadhouse, Inc. | Buy | +26,289+109.5% |
Q2 2020Jun 30, 2020 | AMN AMN Healthcare Services Inc | Buy | +25,137+96.3% |
Q2 2020Jun 30, 2020 | WDFC WD-40 Company | Buy - Position Entry | +21,907 |
Q2 2020Jun 30, 2020 | ENV Envestnet, Inc | Buy | +21,879+98.0% |
Q2 2020Jun 30, 2020 | EEFT Euronet Worldwide, Inc. | Buy | +21,222+166.3% |
Q2 2020Jun 30, 2020 | QLYS Qualys, Inc. | Buy - Position Entry | +20,945 |
Q2 2020Jun 30, 2020 | YETI YETI Holdings, Inc. | Buy | +19,834+40.6% |
Q2 2020Jun 30, 2020 | APPF AppFolio, Inc. | Buy | +19,630+84.3% |
Q2 2020Jun 30, 2020 | WING Wingstop Inc. | Buy | +19,135+81.1% |
Q2 2020Jun 30, 2020 | FND Floor & Decor Holdings, Inc. | Buy | +17,979+40.6% |
Q2 2020Jun 30, 2020 | ALTR Altair Engineering Inc. | Buy | +15,517+40.6% |
Q2 2020Jun 30, 2020 | G4388N106 Helen of Troy | Buy | +14,097+170.3% |