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 2025Mar 31, 2025 | ONON ON Holding | Sell | -39,450-14.2% |
Q1 2025Mar 31, 2025 | FOXF Fox Factory Holding Corp. | Sell - Position Exit | -41,273-100.0% |
Q1 2025Mar 31, 2025 | EXLS ExlService Holdings, Inc. | Sell | -59,473-18.6% |
Q1 2025Mar 31, 2025 | IT Gartner, Inc. | Sell | -67,168-7.4% |
Q1 2025Mar 31, 2025 | PAYC Paycom Software, Inc. | Sell | -73,806-2.3% |
Q1 2025Mar 31, 2025 | ICLR ICON | Sell | -76,458-10.7% |
Q1 2025Mar 31, 2025 | MODG Topgolf Callaway Brands Corp. | Sell - Position Exit | -83,466-100.0% |
Q1 2025Mar 31, 2025 | UNH UnitedHealth Group Incorporated | Sell | -88,018-7.8% |
Q1 2025Mar 31, 2025 | YETI YETI Holdings, Inc. | Sell - Position Exit | -98,057-100.0% |
Q1 2025Mar 31, 2025 | IWF iShares Russell 1000 Growth ETF | Sell | -118,097-23.4% |
Q1 2025Mar 31, 2025 | HDB HDFC Bank Limited | Sell | -123,517-15.9% |
Q1 2025Mar 31, 2025 | TMO Thermo Fisher Scientific Inc | Sell | -138,713-5.6% |
Q1 2025Mar 31, 2025 | RVLV Revolve Group, Inc. | Sell | -144,247-47.4% |
Q1 2025Mar 31, 2025 | MDT Medtronic | Sell | -152,995-19.6% |
Q1 2025Mar 31, 2025 | MSCI MSCI Inc. | Sell | -164,100-8.1% |
Q1 2025Mar 31, 2025 | WRBY Warby Parker Inc. | Sell | -172,751-54.0% |
Q1 2025Mar 31, 2025 | ADBE Adobe Inc. | Sell | -196,949-6.5% |
Q1 2025Mar 31, 2025 | CCCS CCC Intelligent Solutions Holdi | Sell | -217,651-28.6% |
Q1 2025Mar 31, 2025 | UL Unilever PLC | Sell - Position Exit | -244,122-100.0% |
Q1 2025Mar 31, 2025 | MA Mastercard Incorporated | Sell | -281,257-8.1% |
Q1 2025Mar 31, 2025 | ACN Accenture plc | Sell | -318,132-9.0% |
Q1 2025Mar 31, 2025 | ACWX iShares MSCI ACWI ex U.S. ETF | Sell | -321,503-84.5% |
Q1 2025Mar 31, 2025 | WDAY Workday, Inc. | Sell | -343,117-8.0% |
Q1 2025Mar 31, 2025 | SAP SAP SE | Sell | -457,245-45.7% |
Q1 2025Mar 31, 2025 | MSFT Microsoft Corporation | Sell | -469,776-7.3% |
Q1 2025Mar 31, 2025 | ABNB Airbnb, Inc. | Sell | -490,310-6.0% |
Q1 2025Mar 31, 2025 | V Visa Inc. | Sell | -555,023-8.4% |
Q1 2025Mar 31, 2025 | GOOGL Alphabet Inc. | Sell | -619,287-50.3% |
Q1 2025Mar 31, 2025 | NOW ServiceNow, Inc. | Sell | -684,867-41.9% |
Q1 2025Mar 31, 2025 | NFLX Netflix, Inc. | Sell | -839,790-48.6% |