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 2024Dec 31, 2024 | TMO Thermo Fisher Scientific Inc | Sell | -345,591-12.3% |
Q4 2024Dec 31, 2024 | DLO Dlocal | Sell | -359,923-36.5% |
Q4 2024Dec 31, 2024 | ACN Accenture plc | Sell | -375,536-9.6% |
Q4 2024Dec 31, 2024 | NVO Novo Nordisk A/S | Sell | -448,911-6.5% |
Q4 2024Dec 31, 2024 | TME Tencent Music Entertainment Gro | Sell | -480,351-31.2% |
Q4 2024Dec 31, 2024 | WDAY Workday, Inc. | Sell | -514,903-10.7% |
Q4 2024Dec 31, 2024 | AAPL Apple Inc. | Sell | -566,630-8.4% |
Q4 2024Dec 31, 2024 | IT Gartner, Inc. | Sell | -566,700-38.6% |
Q4 2024Dec 31, 2024 | NOW ServiceNow, Inc. | Sell | -589,149-26.5% |
Q4 2024Dec 31, 2024 | MSFT Microsoft Corporation | Sell | -601,583-8.6% |
Q4 2024Dec 31, 2024 | V Visa Inc. | Sell | -679,008-9.4% |
Q4 2024Dec 31, 2024 | UNH UnitedHealth Group Incorporated | Sell | -870,829-43.6% |
Q4 2024Dec 31, 2024 | ABNB Airbnb, Inc. | Sell | -965,670-10.5% |
Q4 2024Dec 31, 2024 | ABT Abbott Laboratories | Sell | -1,249,247-9.0% |
Q4 2024Dec 31, 2024 | GOOG Alphabet Inc. | Sell | -1,744,739-13.6% |
Q4 2024Dec 31, 2024 | SHOP Shopify Inc. | Sell | -1,888,358-10.0% |
Q4 2024Dec 31, 2024 | AMZN Amazon.com, Inc. | Sell | -6,198,245-24.1% |
Q3 2024Sep 30, 2024 | ORCL Oracle Corporation | Buy - Position Entry | +8,767,967 |
Q3 2024Sep 30, 2024 | AAPL Apple Inc. | Buy - Position Entry | +6,736,143 |
Q3 2024Sep 30, 2024 | SHOP Shopify Inc. | Buy | +4,245,484+28.8% |
Q3 2024Sep 30, 2024 | WDAY Workday, Inc. | Buy | +1,373,625+40.1% |
Q3 2024Sep 30, 2024 | PAYC Paycom Software, Inc. | Buy | +1,274,771+57.0% |
Q3 2024Sep 30, 2024 | ADBE Adobe Inc. | Buy | +646,442+24.3% |
Q3 2024Sep 30, 2024 | MSCI MSCI Inc. | Buy | +577,843+35.0% |
Q3 2024Sep 30, 2024 | ONON ON Holding | Buy - Position Entry | +295,518 |
Q3 2024Sep 30, 2024 | L44385109 Globant | Buy | +155,641+32.6% |
Q3 2024Sep 30, 2024 | ELF e.l.f. Beauty, Inc. | Buy - Position Entry | +64,126 |
Q3 2024Sep 30, 2024 | RMBS Rambus, Inc. | Buy - Position Entry | +56,150 |
Q3 2024Sep 30, 2024 | BROS Dutch Bros Inc. | Buy - Position Entry | +44,241 |
Q3 2024Sep 30, 2024 | NVEE NV5 Global, Inc. | Buy - Position Entry | +40,808 |