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 – Archer Aviation Inc., ADMA Biologics Inc, Adaptive Biotechnologies Corpor, ADT Inc., Aehr Test Systems, and 146 more
Increases – Adobe Inc., CoStar Group, Inc., Alphabet Inc., Monday.com, ServiceNow, Inc., and 4 more
Reductions – AAON, Inc., Apple Inc., Airbnb, Inc., Abbott Laboratories, Accenture plc, and 75 more
Complete Exits – AMN Healthcare Services Inc, SPDR Bloomberg 1-3 Month T-Bill, TopBuild Corp., Bentley Systems, Incorporated, Bowman Consulting Group Ltd., and 22 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
Q2 2025 | AAON AAON, Inc. | Sell | -46,263 |
Q2 2025 | AAPL Apple Inc. | Sell | -2,672,588 |
Q2 2025 | ABNB Airbnb, Inc. | Sell | -372,376 |
Q2 2025 | ABT Abbott Laboratories | Sell | -716,079 |
Q2 2025 | ACHR Archer Aviation Inc. | Buy - Position Entry | +194,666 |
Q2 2025 | ACN Accenture plc | Sell | -261,320 |
Q2 2025 | ACWI iShares MSCI ACWI ETF | Sell | -296,237 |
Q2 2025 | ACWX iShares MSCI ACWI ex U.S. ETF | Sell | -36,686 |
Q2 2025 | ADBE Adobe Inc. | Buy | +538,156 |
Q2 2025 | ADMA ADMA Biologics Inc | Buy - Position Entry | +30,412 |
Q2 2025 | ADP Automatic Data Processing, Inc. | Sell | -71,991 |
Q2 2025 | ADPT Adaptive Biotechnologies Corpor | Buy - Position Entry | +142,257 |
Q2 2025 | ADSK Autodesk, Inc. | Sell | -1,056 |
Q2 2025 | ADT ADT Inc. | Buy - Position Entry | +72,926 |
Q2 2025 | AEHR Aehr Test Systems | Buy - Position Entry | +21,000 |
Q2 2025 | AFRM Affirm Holdings, Inc. | Buy - Position Entry | +30,027 |
Q2 2025 | AGX Argan, Inc. | Buy - Position Entry | +44,821 |
Q2 2025 | AIT Applied Industrial Technologies | Sell | -19,595 |
Q2 2025 | ALKT Alkami Technology, Inc. | Buy - Position Entry | +18,915 |
Q2 2025 | ALSN Allison Transmission Holdings, | Buy - Position Entry | +4,389 |
Q2 2025 | AMN AMN Healthcare Services Inc | Sell - Position Exit | -38,564 |
Q2 2025 | AMSC American Superconductor Corpora | Buy - Position Entry | +47,221 |
Q2 2025 | AMZN Amazon.com, Inc. | Sell | -3,825,555 |
Q2 2025 | AON Aon Plc | Sell | -262,092 |
Q2 2025 | ARLO Arlo Technologies, Inc. | Buy - Position Entry | +49,190 |
Q2 2025 | ASML ASML | Sell | -8,152 |
Q2 2025 | ASND Ascendis Pharma A/S | Buy - Position Entry | +2,719 |
Q2 2025 | ASPI ASP Isotopes Inc. | Buy - Position Entry | +175,138 |
Q2 2025 | ASTE Astec Industries, Inc. | Buy - Position Entry | +10,956 |
Q2 2025 | ATEC Alphatec Holdings, Inc. | Buy - Position Entry | +34,192 |