David M. Polen – Polen Capital Management Portfolio Activity & Recent Trades (Sep 30, 2025)
As of Sep 30, 2025, the Polen Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 12, 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 Q3 2025, the filing reported:
New Buys – AbCellera Biologics Inc., Alnylam Pharmaceuticals, Inc., Amprius Technologies, Inc., AppFolio, Inc., Aurora Innovation, Inc., and 47 more
Increases – Apple Inc., iShares MSCI ACWI ETF, iShares MSCI ACWI ex U.S. ETF, Adaptive Biotechnologies Corpor, ADT Inc., and 63 more
Reductions – Airbnb, Inc., Abbott Laboratories, Archer Aviation Inc., Accenture plc, Adobe Inc., and 106 more
Complete Exits – AAON, Inc., ADMA Biologics Inc, Applied Industrial Technologies, Alkami Technology, Inc., Allison Transmission Holdings, , and 55 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
Q3 2025 | AAON AAON, Inc. | Sell - Position Exit | -3,203 |
Q3 2025 | AAPL Apple Inc. | Buy | +6,829 |
Q3 2025 | ABCL AbCellera Biologics Inc. | Buy - Position Entry | +269,248 |
Q3 2025 | ABNB Airbnb, Inc. | Sell | -3,379,657 |
Q3 2025 | ABT Abbott Laboratories | Sell | -3,248,894 |
Q3 2025 | ACHR Archer Aviation Inc. | Sell | -113,181 |
Q3 2025 | ACN Accenture plc | Sell | -485,399 |
Q3 2025 | ACWI iShares MSCI ACWI ETF | Buy | +101,891 |
Q3 2025 | ACWX iShares MSCI ACWI ex U.S. ETF | Buy | +39,530 |
Q3 2025 | ADBE Adobe Inc. | Sell | -1,499,583 |
Q3 2025 | ADMA ADMA Biologics Inc | Sell - Position Exit | -30,412 |
Q3 2025 | ADP Automatic Data Processing, Inc. | Sell | -92,074 |
Q3 2025 | ADPT Adaptive Biotechnologies Corpor | Buy | +148,940 |
Q3 2025 | ADSK Autodesk, Inc. | Sell | -97 |
Q3 2025 | ADT ADT Inc. | Buy | +5,211 |
Q3 2025 | AEHR Aehr Test Systems | Buy | +2,308 |
Q3 2025 | AFRM Affirm Holdings, Inc. | Buy | +3,069 |
Q3 2025 | AGX Argan, Inc. | Sell | -7,288 |
Q3 2025 | AIT Applied Industrial Technologies | Sell - Position Exit | -1,565 |
Q3 2025 | ALKT Alkami Technology, Inc. | Sell - Position Exit | -18,915 |
Q3 2025 | ALNY Alnylam Pharmaceuticals, Inc. | Buy - Position Entry | +693 |
Q3 2025 | ALSN Allison Transmission Holdings, | Sell - Position Exit | -4,389 |
Q3 2025 | AMPX Amprius Technologies, Inc. | Buy - Position Entry | +339,427 |
Q3 2025 | AMSC American Superconductor Corpora | Buy | +70 |
Q3 2025 | AMZN Amazon.com, Inc. | Sell | -2,675,312 |
Q3 2025 | AON Aon Plc | Sell | -255,460 |
Q3 2025 | APPF AppFolio, Inc. | Buy - Position Entry | +753 |
Q3 2025 | ARLO Arlo Technologies, Inc. | Buy | +11,296 |
Q3 2025 | ASML ASML | Sell | -24,728 |
Q3 2025 | ASND Ascendis Pharma A/S | Buy | +47 |