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 2018Mar 31, 2018 | ZTS Zoetis Inc. | Buy | +4,974,081+125.3% |
Q1 2018Mar 31, 2018 | MSFT Microsoft Corporation | Buy | +3,781,879+52.3% |
Q1 2018Mar 31, 2018 | DG Dollar General Corporation | Buy | +1,779,432+35.7% |
Q1 2018Mar 31, 2018 | IT Gartner, Inc. | Buy | +1,261,318+30.5% |
Q1 2018Mar 31, 2018 | ORCL Oracle Corporation | Buy | +611,715+3.9% |
Q1 2018Mar 31, 2018 | SBUX Starbucks Corporation | Buy | +356,525+3.0% |
Q1 2018Mar 31, 2018 | NKE Nike, Inc. | Buy | +282,440+2.2% |
Q1 2018Mar 31, 2018 | BKNG Booking Holdings Inc. Common St | Buy - Position Entry | +228,019 |
Q1 2018Mar 31, 2018 | ADP Automatic Data Processing, Inc. | Buy | +146,493+2.1% |
Q1 2018Mar 31, 2018 | V Visa Inc. | Buy | +141,165+1.7% |
Q1 2018Mar 31, 2018 | ACN Accenture plc | Buy | +108,730+2.2% |
Q1 2018Mar 31, 2018 | ORLY O'Reilly Automotive, Inc. | Buy | +101,712+3.8% |
Q1 2018Mar 31, 2018 | ADBE Adobe Inc. | Buy | +99,181+1.6% |
Q1 2018Mar 31, 2018 | ALGN Align Technology, Inc. | Buy | +46,871+1.8% |
Q1 2018Mar 31, 2018 | REGN Regeneron Pharmaceuticals, Inc. | Buy | +29,596+2.1% |
Q1 2018Mar 31, 2018 | MA Mastercard Incorporated | Buy | +29,538+1.3% |
Q1 2018Mar 31, 2018 | MDT Medtronic | Buy | +28,460+127.2% |
Q1 2018Mar 31, 2018 | GOOG Alphabet Inc. | Buy | +21,615+2.2% |
Q1 2018Mar 31, 2018 | UL Unilever PLC | Buy | +21,526+26.8% |
Q1 2018Mar 31, 2018 | ICLR ICON | Buy | +14,134+30.9% |
Q1 2018Mar 31, 2018 | CHKP Check Point | Buy | +11,040+26.2% |
Q1 2018Mar 31, 2018 | BABA Alibaba Group Holding Limited | Buy | +10,211+26.2% |
Q1 2018Mar 31, 2018 | SAP SAP SE | Buy | +10,143+26.8% |
Q1 2018Mar 31, 2018 | LMAT LeMaitre Vascular, Inc. | Buy - Position Entry | +7,908 |
Q1 2018Mar 31, 2018 | BIDU Baidu, Inc. | Buy | +4,942+31.1% |
Q1 2018Mar 31, 2018 | FOXF Fox Factory Holding Corp. | Buy | +3,919+42.6% |
Q1 2018Mar 31, 2018 | FIVE Five Below, Inc. | Buy - Position Entry | +3,878 |
Q1 2018Mar 31, 2018 | NVO Novo Nordisk A/S | Buy | +3,714+19.8% |
Q1 2018Mar 31, 2018 | OLLI Ollie's Bargain Outlet Holdings | Buy | +3,513+42.4% |
Q1 2018Mar 31, 2018 | MASI Masimo Corporation | Buy - Position Entry | +3,168 |