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 2019Jun 30, 2019 | MSFT Microsoft Corporation | Buy | +413,770+2.7% |
Q2 2019Jun 30, 2019 | PYPL PayPal Holdings, Inc. | Buy | +222,108+3.2% |
Q2 2019Jun 30, 2019 | GOOG Alphabet Inc. | Buy | +213,724+19.3% |
Q2 2019Jun 30, 2019 | ACN Accenture plc | Buy | +189,523+3.4% |
Q2 2019Jun 30, 2019 | IT Gartner, Inc. | Buy | +154,604+3.2% |
Q2 2019Jun 30, 2019 | ADBE Adobe Inc. | Buy | +135,526+3.0% |
Q2 2019Jun 30, 2019 | ALGN Align Technology, Inc. | Buy | +111,291+4.5% |
Q2 2019Jun 30, 2019 | ZTS Zoetis Inc. | Buy | +86,364+0.9% |
Q2 2019Jun 30, 2019 | RELX RELX PLC PLC | Buy | +85,245+27.7% |
Q2 2019Jun 30, 2019 | BABA Alibaba Group Holding Limited | Buy | +76,427+55.7% |
Q2 2019Jun 30, 2019 | UL Unilever PLC | Buy | +43,618+27.6% |
Q2 2019Jun 30, 2019 | SAP SAP SE | Buy | +40,588+36.8% |
Q2 2019Jun 30, 2019 | ICLR ICON | Buy | +34,037+29.6% |
Q2 2019Jun 30, 2019 | MDT Medtronic | Buy | +33,156+29.5% |
Q2 2019Jun 30, 2019 | IWF iShares Russell 1000 Growth ETF | Buy | +22,361+76.9% |
Q2 2019Jun 30, 2019 | CHKP Check Point | Buy | +18,559+29.6% |
Q2 2019Jun 30, 2019 | NVO Novo Nordisk A/S | Buy | +13,388+29.1% |
Q2 2019Jun 30, 2019 | BKNG Booking Holdings Inc. Common St | Buy | +8,104+3.4% |
Q2 2019Jun 30, 2019 | USPH U.S. Physical Therapy, Inc. | Buy - Position Entry | +6,972 |
Q2 2019Jun 30, 2019 | GOOGL Alphabet Inc. | Buy | +6,480+1.7% |
Q2 2019Jun 30, 2019 | FOXF Fox Factory Holding Corp. | Buy | +2,095+8.3% |
Q2 2019Jun 30, 2019 | LMAT LeMaitre Vascular, Inc. | Buy | +2,016+7.5% |
Q2 2019Jun 30, 2019 | L44385109 Globant | Buy | +1,678+8.6% |
Q2 2019Jun 30, 2019 | FND Floor & Decor Holdings, Inc. | Buy | +1,663+7.9% |
Q2 2019Jun 30, 2019 | ALRM Alarm.com Holdings, Inc. | Buy | +1,298+7.9% |
Q2 2019Jun 30, 2019 | TREX Trex Company, Inc. | Buy | +1,227+8.2% |
Q2 2019Jun 30, 2019 | BLKB Blackbaud, Inc. | Buy | +1,197+8.0% |
Q2 2019Jun 30, 2019 | AMN AMN Healthcare Services Inc | Buy | +991+8.0% |
Q2 2019Jun 30, 2019 | TXRH Texas Roadhouse, Inc. | Buy | +940+8.3% |
Q2 2019Jun 30, 2019 | ALTR Altair Engineering Inc. | Buy | +878+7.7% |