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 2025Jun 30, 2025 | GNRC Generac Holdlings Inc. | Sell | -30,879-92.4% |
Q2 2025Jun 30, 2025 | NSIT Insight Enterprises, Inc. | Sell | -32,236-76.5% |
Q2 2025Jun 30, 2025 | BWMN Bowman Consulting Group Ltd. | Sell - Position Exit | -35,417-100.0% |
Q2 2025Jun 30, 2025 | ACWX iShares MSCI ACWI ex U.S. ETF | Sell | -36,686-62.4% |
Q2 2025Jun 30, 2025 | AMN AMN Healthcare Services Inc | Sell - Position Exit | -38,564-100.0% |
Q2 2025Jun 30, 2025 | WRBY Warby Parker Inc. | Sell | -41,867-28.5% |
Q2 2025Jun 30, 2025 | HLNE Hamilton Lane Incorporated | Sell | -42,259-80.8% |
Q2 2025Jun 30, 2025 | GSHD Goosehead Insurance, Inc. | Sell | -44,948-73.3% |
Q2 2025Jun 30, 2025 | AAON AAON, Inc. | Sell | -46,263-93.5% |
Q2 2025Jun 30, 2025 | TECH Bio-Techne Corp | Sell - Position Exit | -46,314-100.0% |
Q2 2025Jun 30, 2025 | BL BlackLine, Inc. | Sell | -50,336-91.4% |
Q2 2025Jun 30, 2025 | WTW Willis Towers Watson | Sell | -52,464-14.3% |
Q2 2025Jun 30, 2025 | BROS Dutch Bros Inc. | Sell | -53,461-78.5% |
Q2 2025Jun 30, 2025 | SAP SAP SE | Sell | -56,228-10.4% |
Q2 2025Jun 30, 2025 | IT Gartner, Inc. | Sell | -56,306-6.7% |
Q2 2025Jun 30, 2025 | SKIL Skillsoft Corp. | Sell - Position Exit | -57,172-100.0% |
Q2 2025Jun 30, 2025 | ELF e.l.f. Beauty, Inc. | Sell | -65,461-94.4% |
Q2 2025Jun 30, 2025 | ADP Automatic Data Processing, Inc. | Sell | -71,991-43.2% |
Q2 2025Jun 30, 2025 | TREX Trex Company, Inc. | Sell | -72,781-92.4% |
Q2 2025Jun 30, 2025 | NFLX Netflix, Inc. | Sell | -72,838-8.2% |
Q2 2025Jun 30, 2025 | HDB HDFC Bank Limited | Sell | -80,384-12.3% |
Q2 2025Jun 30, 2025 | WSC WillScot Holdings Corporation | Sell | -82,735-70.8% |
Q2 2025Jun 30, 2025 | YUMC Yum China Holdings, Inc. | Sell - Position Exit | -86,045-100.0% |
Q2 2025Jun 30, 2025 | RMBS Rambus, Inc. | Sell | -88,982-81.5% |
Q2 2025Jun 30, 2025 | CNM Core & Main, Inc. | Sell | -90,940-72.8% |
Q2 2025Jun 30, 2025 | ICLR ICON | Sell | -94,642-14.9% |
Q2 2025Jun 30, 2025 | CWAN Clearwater Analytics Holdings, | Sell | -113,107-90.6% |
Q2 2025Jun 30, 2025 | RVLV Revolve Group, Inc. | Sell | -122,191-76.2% |
Q2 2025Jun 30, 2025 | LVS Las Vegas Sands Corp. | Sell | -126,553-90.6% |
Q2 2025Jun 30, 2025 | MSCI MSCI Inc. | Sell | -126,749-6.8% |