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 2023Dec 31, 2023 | IT Gartner, Inc. | Sell | -108,451-5.7% |
Q4 2023Dec 31, 2023 | TMO Thermo Fisher Scientific Inc | Sell | -118,078-5.5% |
Q4 2023Dec 31, 2023 | EL Estee Lauder Companies, Inc. (T | Sell - Position Exit | -135,734-100.0% |
Q4 2023Dec 31, 2023 | MA Mastercard Incorporated | Sell | -151,599-3.2% |
Q4 2023Dec 31, 2023 | CCCS CCC Intelligent Solutions Holdi | Sell | -154,253-21.1% |
Q4 2023Dec 31, 2023 | ALIT Alight, Inc. | Sell | -163,469-9.6% |
Q4 2023Dec 31, 2023 | ADBE Adobe Inc. | Sell | -169,066-3.9% |
Q4 2023Dec 31, 2023 | WDAY Workday, Inc. | Sell | -182,147-4.6% |
Q4 2023Dec 31, 2023 | ACN Accenture plc | Sell | -189,329-3.8% |
Q4 2023Dec 31, 2023 | ZTS Zoetis Inc. | Sell | -192,137-3.7% |
Q4 2023Dec 31, 2023 | NOW ServiceNow, Inc. | Sell | -198,305-5.0% |
Q4 2023Dec 31, 2023 | ATHM Autohome Inc. | Sell | -199,280-44.0% |
Q4 2023Dec 31, 2023 | ADSK Autodesk, Inc. | Sell | -227,957-4.3% |
Q4 2023Dec 31, 2023 | NKE Nike, Inc. | Sell | -253,276-4.1% |
Q4 2023Dec 31, 2023 | ALGN Align Technology, Inc. | Sell | -276,053-17.9% |
Q4 2023Dec 31, 2023 | V Visa Inc. | Sell | -277,947-3.7% |
Q4 2023Dec 31, 2023 | UL Unilever PLC | Sell | -314,587-40.2% |
Q4 2023Dec 31, 2023 | CRM Salesforce, Inc. | Sell | -385,014-5.0% |
Q4 2023Dec 31, 2023 | ABNB Airbnb, Inc. | Sell | -509,196-4.6% |
Q4 2023Dec 31, 2023 | GOOG Alphabet Inc. | Sell | -699,166-3.6% |
Q4 2023Dec 31, 2023 | DLO Dlocal | Sell | -721,032-37.5% |
Q4 2023Dec 31, 2023 | PYPL PayPal Holdings, Inc. | Sell | -891,181-4.1% |
Q4 2023Dec 31, 2023 | TME Tencent Music Entertainment Gro | Sell | -921,880-26.2% |
Q4 2023Dec 31, 2023 | AMZN Amazon.com, Inc. | Sell | -1,124,266-3.0% |
Q4 2023Dec 31, 2023 | NFLX Netflix, Inc. | Sell | -2,356,049-36.6% |
Q4 2023Dec 31, 2023 | ILMN Illumina, Inc. | Sell | -5,092,701-99.3% |
Q3 2023Sep 30, 2023 | NVO Novo Nordisk A/S | Buy - Position Entry | +7,906,255 |
Q3 2023Sep 30, 2023 | LLY Eli Lilly and Company | Buy - Position Entry | +623,812 |
Q3 2023Sep 30, 2023 | TME Tencent Music Entertainment Gro | Buy | +321,842+10.1% |
Q3 2023Sep 30, 2023 | ALIT Alight, Inc. | Buy | +317,960+23.1% |