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 |
|---|---|---|---|
Q3 2018Sep 30, 2018 | GOOGL Alphabet Inc. | Buy | +4+0.0% |
Q3 2018Sep 30, 2018 | FIVE Five Below, Inc. | Sell | -331-6.5% |
Q3 2018Sep 30, 2018 | MKTX MarketAxess Holdings, Inc. | Sell - Position Exit | -1,281-100.0% |
Q3 2018Sep 30, 2018 | ORLY O'Reilly Automotive, Inc. | Sell | -10,844-0.4% |
Q3 2018Sep 30, 2018 | ALGN Align Technology, Inc. | Sell | -255,671-10.8% |
Q3 2018Sep 30, 2018 | MA Mastercard Incorporated | Sell | -608,809-25.2% |
Q3 2018Sep 30, 2018 | ADBE Adobe Inc. | Sell | -1,527,100-27.4% |
Q3 2018Sep 30, 2018 | ORCL Oracle Corporation | Sell | -3,548,250-21.9% |
Q2 2018Jun 30, 2018 | MSFT Microsoft Corporation | Buy | +2,692,288+24.4% |
Q2 2018Jun 30, 2018 | ZTS Zoetis Inc. | Buy | +351,447+3.9% |
Q2 2018Jun 30, 2018 | DG Dollar General Corporation | Buy | +255,240+3.8% |
Q2 2018Jun 30, 2018 | NKE Nike, Inc. | Buy | +150,415+1.2% |
Q2 2018Jun 30, 2018 | V Visa Inc. | Buy | +107,444+1.3% |
Q2 2018Jun 30, 2018 | IT Gartner, Inc. | Buy | +93,895+1.7% |
Q2 2018Jun 30, 2018 | ADP Automatic Data Processing, Inc. | Buy | +84,493+1.2% |
Q2 2018Jun 30, 2018 | ACN Accenture plc | Buy | +75,613+1.5% |
Q2 2018Jun 30, 2018 | REGN Regeneron Pharmaceuticals, Inc. | Buy | +64,493+4.5% |
Q2 2018Jun 30, 2018 | SBUX Starbucks Corporation | Buy | +56,588+0.5% |
Q2 2018Jun 30, 2018 | META Meta Platforms, Inc. | Buy | +52,632+1.4% |
Q2 2018Jun 30, 2018 | ORLY O'Reilly Automotive, Inc. | Buy | +48,778+1.8% |
Q2 2018Jun 30, 2018 | MA Mastercard Incorporated | Buy | +40,770+1.7% |
Q2 2018Jun 30, 2018 | GOOG Alphabet Inc. | Buy | +16,954+1.7% |
Q2 2018Jun 30, 2018 | SAP SAP SE | Buy | +14,304+29.8% |
Q2 2018Jun 30, 2018 | L44385109 Globant | Buy - Position Entry | +7,869 |
Q2 2018Jun 30, 2018 | PBH Prestige Consumer Healthcare In | Buy - Position Entry | +6,591 |
Q2 2018Jun 30, 2018 | ICLR ICON | Buy | +5,291+8.8% |
Q2 2018Jun 30, 2018 | TREX Trex Company, Inc. | Buy | +4,833+124.3% |
Q2 2018Jun 30, 2018 | MDT Medtronic | Buy | +4,452+8.8% |
Q2 2018Jun 30, 2018 | BABA Alibaba Group Holding Limited | Buy | +4,392+8.9% |
Q2 2018Jun 30, 2018 | BKNG Booking Holdings Inc. Common St | Buy | +4,202+1.8% |