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 2017Jun 30, 2017 | NVO Novo Nordisk A/S | Sell | -240-1.4% |
Q2 2017Jun 30, 2017 | FAST Fastenal Company | Sell | -263-1.0% |
Q2 2017Jun 30, 2017 | GOOGL Alphabet Inc. | Sell | -84,161-16.0% |
Q2 2017Jun 30, 2017 | NSRGY Nestle S.A. | Sell - Position Exit | -5,742,173-100.0% |
Q2 2017Jun 30, 2017 | TJX TJX Companies, Inc. (The) | Sell | -6,468,862-96.7% |
Q1 2017Mar 31, 2017 | NKE Nike, Inc. | Buy | +940,716+9.0% |
Q1 2017Mar 31, 2017 | ORCL Oracle Corporation | Buy | +901,756+8.3% |
Q1 2017Mar 31, 2017 | SBUX Starbucks Corporation | Buy | +737,343+7.6% |
Q1 2017Mar 31, 2017 | V Visa Inc. | Buy | +707,827+7.9% |
Q1 2017Mar 31, 2017 | NSRGY Nestle S.A. | Buy | +561,542+10.8% |
Q1 2017Mar 31, 2017 | TJX TJX Companies, Inc. (The) | Buy | +497,404+8.0% |
Q1 2017Mar 31, 2017 | ADP Automatic Data Processing, Inc. | Buy | +479,558+8.3% |
Q1 2017Mar 31, 2017 | META Meta Platforms, Inc. | Buy | +398,164+8.0% |
Q1 2017Mar 31, 2017 | DG Dollar General Corporation | Buy | +396,475+10.2% |
Q1 2017Mar 31, 2017 | ACN Accenture plc | Buy | +324,386+7.9% |
Q1 2017Mar 31, 2017 | ADBE Adobe Inc. | Buy | +311,512+7.2% |
Q1 2017Mar 31, 2017 | IT Gartner, Inc. | Buy | +279,959+8.1% |
Q1 2017Mar 31, 2017 | ALGN Align Technology, Inc. | Buy | +248,095+8.5% |
Q1 2017Mar 31, 2017 | MA Mastercard Incorporated | Buy | +148,285+7.6% |
Q1 2017Mar 31, 2017 | REGN Regeneron Pharmaceuticals, Inc. | Buy | +137,258+10.2% |
Q1 2017Mar 31, 2017 | ORLY O'Reilly Automotive, Inc. | Buy | +120,103+8.6% |
Q1 2017Mar 31, 2017 | GOOG Alphabet Inc. | Buy | +60,816+7.5% |
Q1 2017Mar 31, 2017 | GOOGL Alphabet Inc. | Buy | +38,796+8.0% |
Q1 2017Mar 31, 2017 | FAST Fastenal Company | Buy | +1,673+6.7% |
Q1 2017Mar 31, 2017 | CHKP Check Point | Buy | +1,523+10.3% |
Q1 2017Mar 31, 2017 | BABA Alibaba Group Holding Limited | Buy | +1,412+10.5% |
Q1 2017Mar 31, 2017 | NVO Novo Nordisk A/S | Buy | +1,127+7.1% |
Q1 2017Mar 31, 2017 | AAPL Apple Inc. | Buy | +665+7.1% |
Q1 2017Mar 31, 2017 | IWF iShares Russell 1000 Growth ETF | Sell | -129,740-50.1% |
Q4 2016Dec 31, 2016 | DG Dollar General Corporation | Buy | +2,129,904+120.1% |