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 2018Mar 31, 2018 | EEFT Euronet Worldwide, Inc. | Buy - Position Entry | +3,138 |
Q1 2018Mar 31, 2018 | HCSG Healthcare Services Group, Inc. | Buy | +2,766+42.6% |
Q1 2018Mar 31, 2018 | NEOG Neogen Corporation | Buy | +2,728+89.9% |
Q1 2018Mar 31, 2018 | ALRM Alarm.com Holdings, Inc. | Buy | +2,526+42.2% |
Q1 2018Mar 31, 2018 | EPAM EPAM Systems, Inc. | Buy - Position Entry | +2,201 |
Q1 2018Mar 31, 2018 | AMN AMN Healthcare Services Inc | Buy | +1,922+42.4% |
Q1 2018Mar 31, 2018 | TXRH Texas Roadhouse, Inc. | Buy | +1,757+42.3% |
Q1 2018Mar 31, 2018 | BLKB Blackbaud, Inc. | Buy | +1,650+42.5% |
Q1 2018Mar 31, 2018 | EXLS ExlService Holdings, Inc. | Buy | +1,551+42.4% |
Q1 2018Mar 31, 2018 | GOOGL Alphabet Inc. | Buy | +1,541+0.5% |
Q1 2018Mar 31, 2018 | PAYC Paycom Software, Inc. | Buy | +1,456+42.4% |
Q1 2018Mar 31, 2018 | POOL Pool Corporation | Buy | +1,440+42.4% |
Q1 2018Mar 31, 2018 | LOPE Grand Canyon Education, Inc. | Buy | +1,298+42.5% |
Q1 2018Mar 31, 2018 | TREX Trex Company, Inc. | Buy | +1,158+42.4% |
Q1 2018Mar 31, 2018 | MPWR Monolithic Power Systems, Inc. | Buy | +945+42.1% |
Q1 2018Mar 31, 2018 | LFUS Littelfuse, Inc. | Buy | +663+42.4% |
Q1 2018Mar 31, 2018 | MKTX MarketAxess Holdings, Inc. | Buy | +552+42.5% |
Q1 2018Mar 31, 2018 | TREE LendingTree, Inc. | Buy | +283+42.5% |
Q1 2018Mar 31, 2018 | AAPL Apple Inc. | Sell - Position Exit | -11,214-100.0% |
Q1 2018Mar 31, 2018 | IWF iShares Russell 1000 Growth ETF | Sell | -57,375-57.3% |
Q1 2018Mar 31, 2018 | META Meta Platforms, Inc. | Sell | -2,219,447-36.8% |
Q4 2017Dec 31, 2017 | ZTS Zoetis Inc. | Buy - Position Entry | +3,969,552 |
Q4 2017Dec 31, 2017 | ORCL Oracle Corporation | Buy | +311,071+2.0% |
Q4 2017Dec 31, 2017 | NKE Nike, Inc. | Buy | +155,509+1.2% |
Q4 2017Dec 31, 2017 | MSFT Microsoft Corporation | Buy | +149,172+2.1% |
Q4 2017Dec 31, 2017 | SBUX Starbucks Corporation | Buy | +124,676+1.1% |
Q4 2017Dec 31, 2017 | ADP Automatic Data Processing, Inc. | Buy | +102,031+1.5% |
Q4 2017Dec 31, 2017 | META Meta Platforms, Inc. | Buy | +95,472+1.6% |
Q4 2017Dec 31, 2017 | V Visa Inc. | Buy | +95,070+1.2% |
Q4 2017Dec 31, 2017 | ADBE Adobe Inc. | Buy | +73,489+1.2% |