David M. Polen
Polen Capital Management
Polen Capital Management Portfolio 13F
Polen Capital Management Holdings Activity
- Portfolio value:
- $32.59B≈ (+$741M≈)
- Previous value:
- $31.85B≈
- # of changes:
- 268
- New positions:
- 151
- Reported for:
- 30 Jun 2025 (Q2)
- Latest filing date:
- 13 Aug 2025
Polen Capital Management has disclosed a total of 268 changes to the portfolio in the (2025 Q2) SEC report(s): increased the number of shares of 9, bought 151 totally new, decreased the number of shares of 80 and completely sold out 28 position(s).
What stocks did Polen Capital Management buy in 2025 Q2?
During 2025 Q2 Polen Capital Management has bought 160 securities out of which top 5 purchases (by % change to portfolio) were (ADBE) Adobe Systems Incorporated (added shares +19.09%), (NOW) ServiceNow Inc (added shares +23.92%), (SBUX) Starbucks Corp (added shares +88.35%), (IDXX) IDEXX Laboratories Inc (new buy) and (CSGP) CoStar Group Inc (added shares +4.88%).
In the 2025 Q2 report(s) the following changes have been made to the top investments: (AMZN) Amazon.com Inc (reduced shares -21.56%), (MSFT) Microsoft Corp (reduced shares -8.67%), (ORCL) Oracle Corp (reduced shares -4.96%), (V) Visa Inc, CL-A (reduced shares -6.85%) and (SHOP) Shopify Inc (reduced shares -3.80%).
268 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Esquire Financial Holdings Inc
|
new
|
+11,692
|
11,692
|
+0%
|
$94.66
|
+37.65%($130.30)
|
0.00%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
EverQuote Inc, CL-A
|
new
|
+28,806
|
28,806
|
+0%
|
$24.18
|
+2.27%($24.73)
|
0.00%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
FIVERR INTERNATIONAL LTD
|
new
|
+36,223
|
36,223
|
+0%
|
$29.33
|
-69.47%($8.96)
|
0.00%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
FTAI AVIATION LTD
|
new
|
+14,662
|
14,662
|
+0.01%
|
$115.04
|
+75.64%($202.06)
|
0.01%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
GATES INDUSTRIAL CORP PLC
|
new
|
+18,615
|
18,615
|
+0%
|
$23.03
|
+23.27%($28.39)
|
0.00%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
GeneDx Holdings Corp
|
new
|
+80,980
|
80,980
|
+0.02%
|
$92.31
|
-27.67%($66.76)
|
0.02%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
GRAIL INC
|
new
|
+21,938
|
21,938
|
+0%
|
$51.42
|
+33.84%($68.82)
|
0.00%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
Grupo Financiero Galicia SA ADR
|
new
|
+39,394
|
39,394
|
+0.01%
|
$50.39
|
+0.38%($50.58)
|
0.01%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
Grupo Supervielle SA
|
new
|
+97,077
|
97,077
|
+0%
|
$10.59
|
-10.95%($9.43)
|
0.00%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
Guardant Health Inc
|
new
|
+10,183
|
10,183
|
+0%
|
$52.04
|
+208.66%($160.62)
|
0.00%
|
2025 Q2
|
≈ 0.25 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.