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 | ABT Abbott Laboratories | Sell | -1,302,786-10.3% |
Q1 2025Mar 31, 2025 | AMZN Amazon.com, Inc. | Sell | -1,799,217-9.2% |
Q1 2025Mar 31, 2025 | SHOP Shopify Inc. | Sell | -1,809,405-10.6% |
Q1 2025Mar 31, 2025 | AAPL Apple Inc. | Sell | -3,488,399-56.5% |
Q1 2025Mar 31, 2025 | GOOG Alphabet Inc. | Sell | -3,641,843-32.9% |
Q1 2025Mar 31, 2025 | NVO Novo Nordisk A/S | Sell | -5,403,842-84.4% |
Q4 2024Dec 31, 2024 | CSGP CoStar Group, Inc. | Buy - Position Entry | +6,497,188 |
Q4 2024Dec 31, 2024 | G6683N103 Nu Holdings | Buy - Position Entry | +2,243,471 |
Q4 2024Dec 31, 2024 | ORCL Oracle Corporation | Buy | +1,955,764+22.3% |
Q4 2024Dec 31, 2024 | ZTS Zoetis Inc. | Buy | +1,116,541+17.5% |
Q4 2024Dec 31, 2024 | LLY Eli Lilly and Company | Buy | +805,434+164.4% |
Q4 2024Dec 31, 2024 | IWF iShares Russell 1000 Growth ETF | Buy | +341,413+210.5% |
Q4 2024Dec 31, 2024 | ACWX iShares MSCI ACWI ex U.S. ETF | Buy | +340,791+863.2% |
Q4 2024Dec 31, 2024 | ACWI iShares MSCI ACWI ETF | Buy | +226,679+248.8% |
Q4 2024Dec 31, 2024 | WTW Willis Towers Watson | Buy - Position Entry | +128,586 |
Q4 2024Dec 31, 2024 | WSC WillScot Holdings Corporation | Buy - Position Entry | +125,024 |
Q4 2024Dec 31, 2024 | SPOT Spotify | Buy - Position Entry | +60,861 |
Q4 2024Dec 31, 2024 | BROS Dutch Bros Inc. | Buy | +60,782+137.4% |
Q4 2024Dec 31, 2024 | MNDY Monday.com | Buy - Position Entry | +53,186 |
Q4 2024Dec 31, 2024 | TREX Trex Company, Inc. | Buy | +51,079+984.4% |
Q4 2024Dec 31, 2024 | RMBS Rambus, Inc. | Buy | +43,109+76.8% |
Q4 2024Dec 31, 2024 | VUG Vanguard Growth ETF | Buy | +25,232+182.7% |
Q4 2024Dec 31, 2024 | BDC Belden Inc | Buy - Position Entry | +24,182 |
Q4 2024Dec 31, 2024 | VT Vanguard Total World Stock Inde | Buy | +22,776+566.8% |
Q4 2024Dec 31, 2024 | BSY Bentley Systems, Incorporated | Buy - Position Entry | +21,407 |
Q4 2024Dec 31, 2024 | NSIT Insight Enterprises, Inc. | Buy | +20,074+94.0% |
Q4 2024Dec 31, 2024 | TTEK Tetra Tech, Inc. | Buy | +20,038+86.7% |
Q4 2024Dec 31, 2024 | SKIL Skillsoft Corp. | Buy | +14,428+33.8% |
Q4 2024Dec 31, 2024 | FN Fabrinet | Buy - Position Entry | +12,605 |
Q4 2024Dec 31, 2024 | ENTG Entegris, Inc. | Buy - Position Entry | +11,026 |