David M. Polen - Polen Capital Management 13F Activity & Position Changes (Q2 2013)
As of Jun 30, 2013, the Polen Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 2026. 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 2013, the filing reported:
New Buys - Apple Inc., Accenture plc, C.H. Robinson Worldwide, Inc., eBay Inc., Fastenal Company, and 16 more
Increases - None reported
Reductions - None reported
Complete Exits - None reported
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 2013
|
AAPL
Apple Inc.
|
Buy - Position Entry |
+358,468
|
|
Q2 2013
|
ACN
Accenture plc
|
Buy - Position Entry |
+3,174,669
|
|
Q2 2013
|
CHRW
C.H. Robinson Worldwide, Inc.
|
Buy - Position Entry |
+1,872,736
|
|
Q2 2013
|
EBAY
eBay Inc.
|
Buy - Position Entry |
+3,124,211
|
|
Q2 2013
|
FAST
Fastenal Company
|
Buy - Position Entry |
+1,789,404
|
|
Q2 2013
|
FDS
FactSet Research Systems Inc.
|
Buy - Position Entry |
+1,521,372
|
|
Q2 2013
|
GWW
W.W. Grainger, Inc.
|
Buy - Position Entry |
+719,389
|
|
Q2 2013
|
INTU
Intuit Inc.
|
Buy - Position Entry |
+3,736,618
|
|
Q2 2013
|
ISRG
Intuitive Surgical, Inc.
|
Buy - Position Entry |
+311,340
|
|
Q2 2013
|
IT
Gartner, Inc.
|
Buy - Position Entry |
+1,697,884
|
|
Q2 2013
|
IWF
iShares Russell 1000 Growth ETF
|
Buy - Position Entry |
+70,367
|
|
Q2 2013
|
MA
Mastercard Incorporated
|
Buy - Position Entry |
+573
|
|
Q2 2013
|
NKE
Nike, Inc.
|
Buy - Position Entry |
+5,342,002
|
|
Q2 2013
|
NVO
Novo Nordisk A/S
|
Buy - Position Entry |
+2,258
|
|
Q2 2013
|
ORCL
Oracle Corporation
|
Buy - Position Entry |
+6,460,886
|
|
Q2 2013
|
QCOM
QUALCOMM Incorporated
|
Buy - Position Entry |
+4,597,182
|
|
Q2 2013
|
REGN
Regeneron Pharmaceuticals, Inc.
|
Buy - Position Entry |
+1,751
|
|
Q2 2013
|
SAP
SAP SE
|
Buy - Position Entry |
+5,485
|
|
Q2 2013
|
SBUX
Starbucks Corporation
|
Buy - Position Entry |
+3,777,260
|
|
Q2 2013
|
TROW
T. Rowe Price Group, Inc.
|
Buy - Position Entry |
+4,020,795
|
|
Q2 2013
|
V
Visa Inc.
|
Buy - Position Entry |
+1,738,324
|