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 |
|---|---|---|---|
Q4 2015Dec 31, 2015 | BABA Alibaba Group Holding Limited | Buy - Position Entry | +5,315 |
Q4 2015Dec 31, 2015 | CHKP Check Point | Buy | +2,877+97.0% |
Q4 2015Dec 31, 2015 | BIDU Baidu, Inc. | Buy - Position Entry | +2,334 |
Q4 2015Dec 31, 2015 | GWW W.W. Grainger, Inc. | Sell - Position Exit | -1,246-100.0% |
Q3 2015Sep 30, 2015 | ADBE Adobe Inc. | Buy | +1,390,049+102.7% |
Q3 2015Sep 30, 2015 | NSRGY Nestle S.A. | Buy | +889,812+35.4% |
Q3 2015Sep 30, 2015 | ADP Automatic Data Processing, Inc. | Buy | +842,897+36.7% |
Q3 2015Sep 30, 2015 | ABT Abbott Laboratories | Buy | +214,472+3.1% |
Q3 2015Sep 30, 2015 | SBUX Starbucks Corporation | Buy | +172,222+2.8% |
Q3 2015Sep 30, 2015 | ORCL Oracle Corporation | Buy | +152,196+2.2% |
Q3 2015Sep 30, 2015 | V Visa Inc. | Buy | +126,606+2.2% |
Q3 2015Sep 30, 2015 | FAST Fastenal Company | Buy | +126,268+2.5% |
Q3 2015Sep 30, 2015 | TJX TJX Companies, Inc. (The) | Buy | +120,455+3.1% |
Q3 2015Sep 30, 2015 | NKE Nike, Inc. | Buy | +87,756+2.6% |
Q3 2015Sep 30, 2015 | META Meta Platforms, Inc. | Buy | +87,209+4.4% |
Q3 2015Sep 30, 2015 | ACN Accenture plc | Buy | +76,060+2.9% |
Q3 2015Sep 30, 2015 | IT Gartner, Inc. | Buy | +66,539+3.1% |
Q3 2015Sep 30, 2015 | MA Mastercard Incorporated | Buy | +65,866+5.4% |
Q3 2015Sep 30, 2015 | AAPL Apple Inc. | Buy | +58,777+2.9% |
Q3 2015Sep 30, 2015 | ORLY O'Reilly Automotive, Inc. | Buy | +26,786+3.0% |
Q3 2015Sep 30, 2015 | REGN Regeneron Pharmaceuticals, Inc. | Buy | +20,546+3.7% |
Q3 2015Sep 30, 2015 | CHKP Check Point | Buy - Position Entry | +2,966 |
Q3 2015Sep 30, 2015 | BIDU Baidu, Inc. | Sell - Position Exit | -1,074-100.0% |
Q3 2015Sep 30, 2015 | IWF iShares Russell 1000 Growth ETF | Sell | -5,416-51.7% |
Q3 2015Sep 30, 2015 | GWW W.W. Grainger, Inc. | Sell | -602,577-99.8% |
Q2 2015Jun 30, 2015 | SBUX Starbucks Corporation | Buy | +2,956,784+92.0% |
Q2 2015Jun 30, 2015 | META Meta Platforms, Inc. | Buy - Position Entry | +1,978,737 |
Q2 2015Jun 30, 2015 | BIDU Baidu, Inc. | Buy | +72+7.2% |
Q2 2015Jun 30, 2015 | REGN Regeneron Pharmaceuticals, Inc. | Sell | -11,906-2.1% |
Q2 2015Jun 30, 2015 | GWW W.W. Grainger, Inc. | Sell | -14,526-2.3% |