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 |
|---|---|---|---|
Q1 2019Mar 31, 2019 | NEOG Neogen Corporation | Buy | +879+8.6% |
Q1 2019Mar 31, 2019 | AMN AMN Healthcare Services Inc | Buy | +790+6.8% |
Q1 2019Mar 31, 2019 | TXRH Texas Roadhouse, Inc. | Buy | +754+7.1% |
Q1 2019Mar 31, 2019 | OLLI Ollie's Bargain Outlet Holdings | Buy | +729+7.3% |
Q1 2019Mar 31, 2019 | EXLS ExlService Holdings, Inc. | Buy | +656+7.0% |
Q1 2019Mar 31, 2019 | LOPE Grand Canyon Education, Inc. | Buy | +646+8.4% |
Q1 2019Mar 31, 2019 | POOL Pool Corporation | Buy | +611+7.0% |
Q1 2019Mar 31, 2019 | EEFT Euronet Worldwide, Inc. | Buy | +394+7.0% |
Q1 2019Mar 31, 2019 | MASI Masimo Corporation | Buy | +351+6.1% |
Q1 2019Mar 31, 2019 | LFUS Littelfuse, Inc. | Buy | +329+8.3% |
Q1 2019Mar 31, 2019 | FIVE Five Below, Inc. | Buy | +302+7.0% |
Q1 2019Mar 31, 2019 | EPAM EPAM Systems, Inc. | Buy | +275+6.9% |
Q1 2019Mar 31, 2019 | TREE LendingTree, Inc. | Buy | +163+7.2% |
Q1 2019Mar 31, 2019 | PAYC Paycom Software, Inc. | Sell | -3,126-35.4% |
Q1 2019Mar 31, 2019 | PBH Prestige Consumer Healthcare In | Sell - Position Exit | -10,570-100.0% |
Q1 2019Mar 31, 2019 | IWF iShares Russell 1000 Growth ETF | Sell | -184,383-86.4% |
Q1 2019Mar 31, 2019 | ORLY O'Reilly Automotive, Inc. | Sell | -317,939-11.0% |
Q1 2019Mar 31, 2019 | ADP Automatic Data Processing, Inc. | Sell | -1,280,513-17.4% |
Q1 2019Mar 31, 2019 | NVDA NVIDIA Corporation | Sell - Position Exit | -2,489,689-100.0% |
Q4 2018Dec 31, 2018 | META Meta Platforms, Inc. | Buy | +3,445,879+88.2% |
Q4 2018Dec 31, 2018 | MA Mastercard Incorporated | Buy | +704,133+38.9% |
Q4 2018Dec 31, 2018 | MSFT Microsoft Corporation | Buy | +387,514+2.8% |
Q4 2018Dec 31, 2018 | ORCL Oracle Corporation | Buy | +303,113+2.4% |
Q4 2018Dec 31, 2018 | V Visa Inc. | Buy | +254,801+3.0% |
Q4 2018Dec 31, 2018 | ADP Automatic Data Processing, Inc. | Buy | +226,969+3.2% |
Q4 2018Dec 31, 2018 | IWF iShares Russell 1000 Growth ETF | Buy | +184,799+644.9% |
Q4 2018Dec 31, 2018 | ZTS Zoetis Inc. | Buy | +178,893+1.9% |
Q4 2018Dec 31, 2018 | ADBE Adobe Inc. | Buy | +167,321+4.1% |
Q4 2018Dec 31, 2018 | ACN Accenture plc | Buy | +157,374+3.0% |
Q4 2018Dec 31, 2018 | DG Dollar General Corporation | Buy | +105,776+1.5% |