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 |
|---|---|---|---|
Q1 2015Mar 31, 2015 | ORLY O'Reilly Automotive, Inc. | Buy | +39,415+4.5% |
Q1 2015Mar 31, 2015 | GWW W.W. Grainger, Inc. | Buy | +34,787+6.0% |
Q1 2015Mar 31, 2015 | REGN Regeneron Pharmaceuticals, Inc. | Buy | +24,572+4.5% |
Q1 2015Mar 31, 2015 | BIDU Baidu, Inc. | Buy - Position Entry | +1,002 |
Q1 2015Mar 31, 2015 | IWF iShares Russell 1000 Growth ETF | Sell | -28,208-31.5% |
Q1 2015Mar 31, 2015 | FDS FactSet Research Systems Inc. | Sell | -525,556-42.9% |
Q4 2014Dec 31, 2014 | IWF iShares Russell 1000 Growth ETF | Buy | +73,852+469.1% |
Q4 2014Dec 31, 2014 | REGN Regeneron Pharmaceuticals, Inc. | Sell | -9,609-1.7% |
Q4 2014Dec 31, 2014 | ORLY O'Reilly Automotive, Inc. | Sell | -18,685-2.1% |
Q4 2014Dec 31, 2014 | GWW W.W. Grainger, Inc. | Sell | -21,290-3.5% |
Q4 2014Dec 31, 2014 | MA Mastercard Incorporated | Sell | -22,182-1.8% |
Q4 2014Dec 31, 2014 | FDS FactSet Research Systems Inc. | Sell | -26,326-2.1% |
Q4 2014Dec 31, 2014 | ADP Automatic Data Processing, Inc. | Sell | -28,751-1.3% |
Q4 2014Dec 31, 2014 | V Visa Inc. | Sell | -29,237-2.0% |
Q4 2014Dec 31, 2014 | AAPL Apple Inc. | Sell | -30,727-1.5% |
Q4 2014Dec 31, 2014 | IT Gartner, Inc. | Sell | -52,764-2.4% |
Q4 2014Dec 31, 2014 | ACN Accenture plc | Sell | -52,875-2.0% |
Q4 2014Dec 31, 2014 | TJX TJX Companies, Inc. (The) | Sell | -54,677-1.4% |
Q4 2014Dec 31, 2014 | SBUX Starbucks Corporation | Sell | -60,865-2.0% |
Q4 2014Dec 31, 2014 | NKE Nike, Inc. | Sell | -68,212-2.0% |
Q4 2014Dec 31, 2014 | FAST Fastenal Company | Sell | -121,885-4.3% |
Q4 2014Dec 31, 2014 | ORCL Oracle Corporation | Sell | -138,791-2.0% |
Q4 2014Dec 31, 2014 | ABT Abbott Laboratories | Sell | -150,980-2.2% |
Q4 2014Dec 31, 2014 | NSRGY Nestle S.A. | Sell | -158,219-6.3% |
Q3 2014Sep 30, 2014 | TJX TJX Companies, Inc. (The) | Buy | +903,997+30.3% |
Q3 2014Sep 30, 2014 | ORLY O'Reilly Automotive, Inc. | Buy - Position Entry | +887,854 |
Q3 2014Sep 30, 2014 | REGN Regeneron Pharmaceuticals, Inc. | Buy | +343,312+164.6% |
Q3 2014Sep 30, 2014 | IWF iShares Russell 1000 Growth ETF | Buy | +2,185+16.1% |
Q3 2014Sep 30, 2014 | SAP SAP SE | Sell - Position Exit | -5,150-100.0% |
Q3 2014Sep 30, 2014 | GWW W.W. Grainger, Inc. | Sell | -19,953-3.2% |