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 |
|---|---|---|---|
Q2 2023Jun 30, 2023 | ZTS Zoetis Inc. | Sell | -135,756-2.5% |
Q2 2023Jun 30, 2023 | FET Forum Energy Technologies, Inc. | Sell - Position Exit | -150,393-100.0% |
Q2 2023Jun 30, 2023 | MA Mastercard Incorporated | Sell | -177,370-3.4% |
Q2 2023Jun 30, 2023 | ACN Accenture plc | Sell | -186,287-3.5% |
Q2 2023Jun 30, 2023 | NOW ServiceNow, Inc. | Sell | -197,790-4.5% |
Q2 2023Jun 30, 2023 | TME Tencent Music Entertainment Gro | Sell | -210,540-6.2% |
Q2 2023Jun 30, 2023 | V Visa Inc. | Sell | -212,806-2.6% |
Q2 2023Jun 30, 2023 | ADBE Adobe Inc. | Sell | -218,591-4.5% |
Q2 2023Jun 30, 2023 | ABNB Airbnb, Inc. | Sell | -348,068-2.9% |
Q2 2023Jun 30, 2023 | NFLX Netflix, Inc. | Sell | -350,214-5.0% |
Q2 2023Jun 30, 2023 | ABT Abbott Laboratories | Sell | -387,593-2.7% |
Q2 2023Jun 30, 2023 | IT Gartner, Inc. | Sell | -754,516-27.9% |
Q2 2023Jun 30, 2023 | GOOG Alphabet Inc. | Sell | -978,730-4.6% |
Q2 2023Jun 30, 2023 | MSFT Microsoft Corporation | Sell | -1,817,269-19.7% |
Q2 2023Jun 30, 2023 | ADSK Autodesk, Inc. | Sell | -2,386,575-30.3% |
Q2 2023Jun 30, 2023 | CRM Salesforce, Inc. | Sell | -2,602,169-24.7% |
Q2 2023Jun 30, 2023 | AMZN Amazon.com, Inc. | Sell | -2,638,569-5.9% |
Q1 2023Mar 31, 2023 | AMZN Amazon.com, Inc. | Buy | +9,734,356+27.7% |
Q1 2023Mar 31, 2023 | TME Tencent Music Entertainment Gro | Buy | +3,267,137+2336.8% |
Q1 2023Mar 31, 2023 | DLO Dlocal | Buy | +856,374+2055.6% |
Q1 2023Mar 31, 2023 | ALIT Alight, Inc. | Buy - Position Entry | +747,548 |
Q1 2023Mar 31, 2023 | ATHM Autohome Inc. | Buy - Position Entry | +500,307 |
Q1 2023Mar 31, 2023 | CCCS CCC Intelligent Solutions Holdi | Buy | +461,948+221.2% |
Q1 2023Mar 31, 2023 | DCGO DocGo Inc. | Buy - Position Entry | +367,513 |
Q1 2023Mar 31, 2023 | LVS Las Vegas Sands Corp. | Buy | +315,098+3481.7% |
Q1 2023Mar 31, 2023 | PYPL PayPal Holdings, Inc. | Buy | +275,902+2.3% |
Q1 2023Mar 31, 2023 | DOCU DocuSign, Inc. | Buy | +270,137+3.3% |
Q1 2023Mar 31, 2023 | FET Forum Energy Technologies, Inc. | Buy - Position Entry | +150,393 |
Q1 2023Mar 31, 2023 | Y4600W108 Karooooo | Buy | +81,350+175.9% |
Q1 2023Mar 31, 2023 | TMO Thermo Fisher Scientific Inc | Buy | +77,225+3.5% |