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 |
|---|---|---|---|
Q4 2017Dec 31, 2017 | IWF iShares Russell 1000 Growth ETF | Buy | +70,380+236.5% |
Q4 2017Dec 31, 2017 | ACN Accenture plc | Buy | +67,052+1.4% |
Q4 2017Dec 31, 2017 | IT Gartner, Inc. | Buy | +60,017+1.5% |
Q4 2017Dec 31, 2017 | DG Dollar General Corporation | Buy | +41,833+0.8% |
Q4 2017Dec 31, 2017 | UL Unilever PLC | Buy | +35,473+79.2% |
Q4 2017Dec 31, 2017 | MA Mastercard Incorporated | Buy | +27,384+1.2% |
Q4 2017Dec 31, 2017 | MDT Medtronic | Buy - Position Entry | +22,367 |
Q4 2017Dec 31, 2017 | ICLR ICON | Buy | +19,671+75.3% |
Q4 2017Dec 31, 2017 | SAP SAP SE | Buy | +16,672+78.6% |
Q4 2017Dec 31, 2017 | REGN Regeneron Pharmaceuticals, Inc. | Buy | +15,931+1.2% |
Q4 2017Dec 31, 2017 | GOOG Alphabet Inc. | Buy | +13,495+1.4% |
Q4 2017Dec 31, 2017 | ORLY O'Reilly Automotive, Inc. | Buy | +12,251+0.5% |
Q4 2017Dec 31, 2017 | CHKP Check Point | Buy | +11,966+39.7% |
Q4 2017Dec 31, 2017 | BABA Alibaba Group Holding Limited | Buy | +11,108+39.8% |
Q4 2017Dec 31, 2017 | BIDU Baidu, Inc. | Buy | +8,733+121.7% |
Q4 2017Dec 31, 2017 | HCSG Healthcare Services Group, Inc. | Buy - Position Entry | +6,499 |
Q4 2017Dec 31, 2017 | ALRM Alarm.com Holdings, Inc. | Buy - Position Entry | +5,989 |
Q4 2017Dec 31, 2017 | AMN AMN Healthcare Services Inc | Buy - Position Entry | +4,537 |
Q4 2017Dec 31, 2017 | TXRH Texas Roadhouse, Inc. | Buy - Position Entry | +4,158 |
Q4 2017Dec 31, 2017 | FOXF Fox Factory Holding Corp. | Buy | +3,986+76.4% |
Q4 2017Dec 31, 2017 | BLKB Blackbaud, Inc. | Buy - Position Entry | +3,880 |
Q4 2017Dec 31, 2017 | EXLS ExlService Holdings, Inc. | Buy - Position Entry | +3,658 |
Q4 2017Dec 31, 2017 | OLLI Ollie's Bargain Outlet Holdings | Buy | +3,622+77.6% |
Q4 2017Dec 31, 2017 | PAYC Paycom Software, Inc. | Buy - Position Entry | +3,433 |
Q4 2017Dec 31, 2017 | LOPE Grand Canyon Education, Inc. | Buy - Position Entry | +3,057 |
Q4 2017Dec 31, 2017 | NEOG Neogen Corporation | Buy - Position Entry | +3,035 |
Q4 2017Dec 31, 2017 | TREX Trex Company, Inc. | Buy - Position Entry | +2,730 |
Q4 2017Dec 31, 2017 | MPWR Monolithic Power Systems, Inc. | Buy - Position Entry | +2,246 |
Q4 2017Dec 31, 2017 | LFUS Littelfuse, Inc. | Buy - Position Entry | +1,562 |
Q4 2017Dec 31, 2017 | POOL Pool Corporation | Buy | +1,482+77.5% |