David M. Polen - Polen Capital Management 13F Activity & Position Changes (Q2 2013)
According to the SEC 13F filed on Aug 04, 2026, the Polen Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2013. 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
|