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 2019Mar 31, 2019 | V Visa Inc. | Buy | +469,401+5.4% |
Q1 2019Mar 31, 2019 | DG Dollar General Corporation | Buy | +408,949+5.7% |
Q1 2019Mar 31, 2019 | ACN Accenture plc | Buy | +334,258+6.3% |
Q1 2019Mar 31, 2019 | IT Gartner, Inc. | Buy | +301,142+6.7% |
Q1 2019Mar 31, 2019 | ADBE Adobe Inc. | Buy | +266,458+6.3% |
Q1 2019Mar 31, 2019 | MA Mastercard Incorporated | Buy | +134,658+5.4% |
Q1 2019Mar 31, 2019 | REGN Regeneron Pharmaceuticals, Inc. | Buy | +117,306+7.9% |
Q1 2019Mar 31, 2019 | GOOG Alphabet Inc. | Buy | +66,704+6.4% |
Q1 2019Mar 31, 2019 | RELX RELX PLC PLC | Buy | +34,447+12.6% |
Q1 2019Mar 31, 2019 | BABA Alibaba Group Holding Limited | Buy | +29,000+26.8% |
Q1 2019Mar 31, 2019 | MDT Medtronic | Buy | +28,663+34.2% |
Q1 2019Mar 31, 2019 | GOOGL Alphabet Inc. | Buy | +19,883+5.5% |
Q1 2019Mar 31, 2019 | UL Unilever PLC | Buy | +17,913+12.8% |
Q1 2019Mar 31, 2019 | ICLR ICON | Buy | +16,403+16.6% |
Q1 2019Mar 31, 2019 | NVO Novo Nordisk A/S | Buy | +14,235+44.9% |
Q1 2019Mar 31, 2019 | SAP SAP SE | Buy | +12,236+12.5% |
Q1 2019Mar 31, 2019 | ALTR Altair Engineering Inc. | Buy - Position Entry | +11,364 |
Q1 2019Mar 31, 2019 | CHKP Check Point | Buy | +8,973+16.7% |
Q1 2019Mar 31, 2019 | BIDU Baidu, Inc. | Buy | +6,562+17.0% |
Q1 2019Mar 31, 2019 | BKNG Booking Holdings Inc. Common St | Buy | +5,858+2.5% |
Q1 2019Mar 31, 2019 | BLKB Blackbaud, Inc. | Buy | +5,108+52.0% |
Q1 2019Mar 31, 2019 | MED MEDIFAST INC | Buy - Position Entry | +4,459 |
Q1 2019Mar 31, 2019 | INGN Inogen, Inc | Buy | +2,885+160.8% |
Q1 2019Mar 31, 2019 | LMAT LeMaitre Vascular, Inc. | Buy | +2,131+8.6% |
Q1 2019Mar 31, 2019 | L44385109 Globant | Buy | +1,992+11.4% |
Q1 2019Mar 31, 2019 | FOXF Fox Factory Holding Corp. | Buy | +1,648+7.0% |
Q1 2019Mar 31, 2019 | FND Floor & Decor Holdings, Inc. | Buy | +1,358+6.9% |
Q1 2019Mar 31, 2019 | HCSG Healthcare Services Group, Inc. | Buy | +1,145+6.9% |
Q1 2019Mar 31, 2019 | ALRM Alarm.com Holdings, Inc. | Buy | +957+6.2% |
Q1 2019Mar 31, 2019 | TREX Trex Company, Inc. | Buy | +947+6.8% |