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 2017Sep 30, 2017 | AAPL Apple Inc. | Buy | +516+5.2% |
Q3 2017Sep 30, 2017 | FAST Fastenal Company | Sell - Position Exit | -26,400-100.0% |
Q3 2017Sep 30, 2017 | GOOGL Alphabet Inc. | Sell | -97,981-22.1% |
Q3 2017Sep 30, 2017 | IWF iShares Russell 1000 Growth ETF | Sell | -206,533-87.4% |
Q3 2017Sep 30, 2017 | REGN Regeneron Pharmaceuticals, Inc. | Sell | -212,706-13.4% |
Q3 2017Sep 30, 2017 | TJX TJX Companies, Inc. (The) | Sell | -214,708-98.3% |
Q3 2017Sep 30, 2017 | ALGN Align Technology, Inc. | Sell | -297,394-8.8% |
Q3 2017Sep 30, 2017 | V Visa Inc. | Sell | -2,381,461-22.8% |
Q2 2017Jun 30, 2017 | ADBE Adobe Inc. | Buy | +1,452,892+31.5% |
Q2 2017Jun 30, 2017 | SBUX Starbucks Corporation | Buy | +870,373+8.3% |
Q2 2017Jun 30, 2017 | ORCL Oracle Corporation | Buy | +854,240+7.3% |
Q2 2017Jun 30, 2017 | NKE Nike, Inc. | Buy | +807,786+7.1% |
Q2 2017Jun 30, 2017 | V Visa Inc. | Buy | +745,312+7.7% |
Q2 2017Jun 30, 2017 | ORLY O'Reilly Automotive, Inc. | Buy | +543,664+35.7% |
Q2 2017Jun 30, 2017 | DG Dollar General Corporation | Buy | +480,632+11.2% |
Q2 2017Jun 30, 2017 | ADP Automatic Data Processing, Inc. | Buy | +411,369+6.6% |
Q2 2017Jun 30, 2017 | META Meta Platforms, Inc. | Buy | +403,825+7.5% |
Q2 2017Jun 30, 2017 | ACN Accenture plc | Buy | +334,899+7.6% |
Q2 2017Jun 30, 2017 | IT Gartner, Inc. | Buy | +257,899+6.9% |
Q2 2017Jun 30, 2017 | ALGN Align Technology, Inc. | Buy | +212,773+6.8% |
Q2 2017Jun 30, 2017 | MA Mastercard Incorporated | Buy | +187,506+9.0% |
Q2 2017Jun 30, 2017 | REGN Regeneron Pharmaceuticals, Inc. | Buy | +108,413+7.3% |
Q2 2017Jun 30, 2017 | IWF iShares Russell 1000 Growth ETF | Buy | +107,120+82.9% |
Q2 2017Jun 30, 2017 | GOOG Alphabet Inc. | Buy | +58,683+6.8% |
Q2 2017Jun 30, 2017 | UL Unilever PLC | Buy - Position Entry | +10,577 |
Q2 2017Jun 30, 2017 | ICLR ICON | Buy - Position Entry | +7,539 |
Q2 2017Jun 30, 2017 | CHKP Check Point | Buy | +2,875+17.6% |
Q2 2017Jun 30, 2017 | BABA Alibaba Group Holding Limited | Buy | +2,716+18.3% |
Q2 2017Jun 30, 2017 | BIDU Baidu, Inc. | Buy - Position Entry | +2,076 |
Q2 2017Jun 30, 2017 | AAPL Apple Inc. | Sell | -135-1.3% |