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 |
|---|---|---|---|
Q2 2022Jun 30, 2022 | MBUU Malibu Boats, Inc. | Sell - Position Exit | -128,245-100.0% |
Q2 2022Jun 30, 2022 | ISRG Intuitive Surgical, Inc. | Sell | -133,285-3.7% |
Q2 2022Jun 30, 2022 | ABNB Airbnb, Inc. | Sell | -142,127-1.1% |
Q2 2022Jun 30, 2022 | ICLR ICON | Sell | -152,275-9.8% |
Q2 2022Jun 30, 2022 | TRUP Trupanion, Inc. | Sell - Position Exit | -198,273-100.0% |
Q2 2022Jun 30, 2022 | ACN Accenture plc | Sell | -219,052-3.7% |
Q2 2022Jun 30, 2022 | ADSK Autodesk, Inc. | Sell | -228,722-2.6% |
Q2 2022Jun 30, 2022 | NFLX Netflix, Inc. | Sell | -242,171-4.8% |
Q2 2022Jun 30, 2022 | CRM Salesforce, Inc. | Sell | -249,099-2.5% |
Q2 2022Jun 30, 2022 | BIGC BigCommerce Holdings, Inc. - Se | Sell - Position Exit | -285,540-100.0% |
Q2 2022Jun 30, 2022 | MA Mastercard Incorporated | Sell | -290,226-3.7% |
Q2 2022Jun 30, 2022 | NKE Nike, Inc. | Sell | -320,997-3.9% |
Q2 2022Jun 30, 2022 | MSFT Microsoft Corporation | Sell | -322,028-3.3% |
Q2 2022Jun 30, 2022 | ACWX iShares MSCI ACWI ex U.S. ETF | Sell | -387,290-73.3% |
Q2 2022Jun 30, 2022 | IT Gartner, Inc. | Sell | -401,917-11.8% |
Q2 2022Jun 30, 2022 | V Visa Inc. | Sell | -514,846-4.0% |
Q2 2022Jun 30, 2022 | ZTS Zoetis Inc. | Sell | -715,481-10.7% |
Q2 2022Jun 30, 2022 | UNH UnitedHealth Group Incorporated | Sell | -846,099-22.5% |
Q2 2022Jun 30, 2022 | MSCI MSCI Inc. | Sell - Position Exit | -856,456-100.0% |
Q2 2022Jun 30, 2022 | ABT Abbott Laboratories | Sell | -7,050,232-31.4% |
Q1 2022Mar 31, 2022 | PYPL PayPal Holdings, Inc. | Buy | +5,438,958+72.8% |
Q1 2022Mar 31, 2022 | ABNB Airbnb, Inc. | Buy | +3,029,742+30.5% |
Q1 2022Mar 31, 2022 | META Meta Platforms, Inc. | Buy | +2,722,842+26.1% |
Q1 2022Mar 31, 2022 | NFLX Netflix, Inc. | Buy | +2,310,617+85.7% |
Q1 2022Mar 31, 2022 | DOCU DocuSign, Inc. | Buy | +1,813,284+48.5% |
Q1 2022Mar 31, 2022 | V Visa Inc. | Buy | +1,500,092+13.1% |
Q1 2022Mar 31, 2022 | ADSK Autodesk, Inc. | Buy | +1,365,221+18.7% |
Q1 2022Mar 31, 2022 | ADBE Adobe Inc. | Buy | +1,222,654+22.5% |
Q1 2022Mar 31, 2022 | IWF iShares Russell 1000 Growth ETF | Buy | +873,190+364.7% |
Q1 2022Mar 31, 2022 | BMBL Bumble Inc. | Buy - Position Entry | +255,081 |