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 |
|---|---|---|---|
Q3 2023Sep 30, 2023 | ADBE Adobe Inc. | Sell | -307,486-6.6% |
Q3 2023Sep 30, 2023 | ABT Abbott Laboratories | Sell | -381,118-2.7% |
Q3 2023Sep 30, 2023 | DCGO DocGo Inc. | Sell - Position Exit | -455,961-100.0% |
Q3 2023Sep 30, 2023 | PYPL PayPal Holdings, Inc. | Sell | -477,360-2.2% |
Q3 2023Sep 30, 2023 | ABNB Airbnb, Inc. | Sell | -483,426-4.2% |
Q3 2023Sep 30, 2023 | OLO Olo Inc. | Sell - Position Exit | -694,005-100.0% |
Q3 2023Sep 30, 2023 | GOOG Alphabet Inc. | Sell | -836,611-4.1% |
Q3 2023Sep 30, 2023 | AMZN Amazon.com, Inc. | Sell | -4,846,037-11.5% |
Q3 2023Sep 30, 2023 | DOCU DocuSign, Inc. | Sell | -8,430,648-99.5% |
Q2 2023Jun 30, 2023 | PYPL PayPal Holdings, Inc. | Buy | +9,642,649+77.0% |
Q2 2023Jun 30, 2023 | WDAY Workday, Inc. | Buy - Position Entry | +3,871,968 |
Q2 2023Jun 30, 2023 | DLO Dlocal | Buy | +790,467+88.0% |
Q2 2023Jun 30, 2023 | ALIT Alight, Inc. | Buy | +628,569+84.1% |
Q2 2023Jun 30, 2023 | LESL Leslie's, Inc. | Buy - Position Entry | +262,203 |
Q2 2023Jun 30, 2023 | YUMC Yum China Holdings, Inc. | Buy - Position Entry | +220,451 |
Q2 2023Jun 30, 2023 | L44385109 Globant | Buy | +166,539+83.0% |
Q2 2023Jun 30, 2023 | HDB HDFC Bank Limited | Buy | +165,422+55.8% |
Q2 2023Jun 30, 2023 | DCGO DocGo Inc. | Buy | +88,448+24.1% |
Q2 2023Jun 30, 2023 | YETI YETI Holdings, Inc. | Buy | +16,330+7.8% |
Q2 2023Jun 30, 2023 | ILMN Illumina, Inc. | Buy | +14,983+0.3% |
Q2 2023Jun 30, 2023 | EPAM EPAM Systems, Inc. | Buy | +13,857+31.1% |
Q2 2023Jun 30, 2023 | SITM SiTime Corporation | Buy | +13,751+64.2% |
Q2 2023Jun 30, 2023 | LVS Las Vegas Sands Corp. | Buy | +9,745+3.0% |
Q2 2023Jun 30, 2023 | ADP Automatic Data Processing, Inc. | Buy | +7,879+1.5% |
Q2 2023Jun 30, 2023 | EL Estee Lauder Companies, Inc. (T | Buy | +6,788+5.6% |
Q2 2023Jun 30, 2023 | MORN Morningstar, Inc. | Buy - Position Entry | +5,622 |
Q2 2023Jun 30, 2023 | VUG Vanguard Growth ETF | Buy - Position Entry | +2,808 |
Q2 2023Jun 30, 2023 | IWM iShares Russell 2000 ETF | Buy - Position Entry | +1,388 |
Q2 2023Jun 30, 2023 | MPWR Monolithic Power Systems, Inc. | Buy | +1,148+87.2% |
Q2 2023Jun 30, 2023 | MKL Markel Group Inc. | Buy - Position Entry | +443 |