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 2021Jun 30, 2021 | EEFT Euronet Worldwide, Inc. | Sell | -34,420-56.3% |
Q2 2021Jun 30, 2021 | TREX Trex Company, Inc. | Sell | -37,095-54.4% |
Q2 2021Jun 30, 2021 | FND Floor & Decor Holdings, Inc. | Sell - Position Exit | -40,703-100.0% |
Q2 2021Jun 30, 2021 | IT Gartner, Inc. | Sell | -1,797,615-28.4% |
Q1 2021Mar 31, 2021 | NFLX Netflix, Inc. | Buy - Position Entry | +2,346,817 |
Q1 2021Mar 31, 2021 | CRM Salesforce, Inc. | Buy | +2,186,033+31.0% |
Q1 2021Mar 31, 2021 | AMZN Amazon.com, Inc. | Buy - Position Entry | +645,536 |
Q1 2021Mar 31, 2021 | SBUX Starbucks Corporation | Buy | +245,298+1.8% |
Q1 2021Mar 31, 2021 | ZTS Zoetis Inc. | Buy | +244,701+2.2% |
Q1 2021Mar 31, 2021 | MSFT Microsoft Corporation | Buy | +224,044+1.5% |
Q1 2021Mar 31, 2021 | PGNY Progyny, Inc. | Buy - Position Entry | +221,805 |
Q1 2021Mar 31, 2021 | ABT Abbott Laboratories | Buy | +220,118+1.1% |
Q1 2021Mar 31, 2021 | V Visa Inc. | Buy | +218,092+2.3% |
Q1 2021Mar 31, 2021 | NKE Nike, Inc. | Buy | +178,897+2.5% |
Q1 2021Mar 31, 2021 | META Meta Platforms, Inc. | Buy | +177,413+1.4% |
Q1 2021Mar 31, 2021 | ADBE Adobe Inc. | Buy | +155,414+2.6% |
Q1 2021Mar 31, 2021 | ACN Accenture plc | Buy | +150,538+1.9% |
Q1 2021Mar 31, 2021 | AON Aon Plc | Buy | +148,879+39.5% |
Q1 2021Mar 31, 2021 | BABA Alibaba Group Holding Limited | Buy | +148,304+12.2% |
Q1 2021Mar 31, 2021 | ICLR ICON | Buy | +143,853+23.1% |
Q1 2021Mar 31, 2021 | IWF iShares Russell 1000 Growth ETF | Buy | +113,622+179.5% |
Q1 2021Mar 31, 2021 | NOW ServiceNow, Inc. | Buy | +99,806+3.1% |
Q1 2021Mar 31, 2021 | UNH UnitedHealth Group Incorporated | Buy | +95,941+2.8% |
Q1 2021Mar 31, 2021 | MA Mastercard Incorporated | Buy | +76,012+1.3% |
Q1 2021Mar 31, 2021 | MDT Medtronic | Buy | +71,488+8.8% |
Q1 2021Mar 31, 2021 | RVLV Revolve Group, Inc. | Buy | +65,852+24.3% |
Q1 2021Mar 31, 2021 | ILMN Illumina, Inc. | Buy | +48,751+2.1% |
Q1 2021Mar 31, 2021 | DAVA Endava plc | Buy | +47,973+55.5% |
Q1 2021Mar 31, 2021 | GSHD Goosehead Insurance, Inc. | Buy | +47,577+61.4% |
Q1 2021Mar 31, 2021 | SLP Simulations Plus, Inc. | Buy | +41,329+46.2% |