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 |
|---|---|---|---|
Q1 2023Mar 31, 2023 | NOW ServiceNow, Inc. | Sell | -40,217-0.9% |
Q1 2023Mar 31, 2023 | ADSK Autodesk, Inc. | Sell | -40,399-0.5% |
Q1 2023Mar 31, 2023 | UL Unilever PLC | Sell | -43,249-5.2% |
Q1 2023Mar 31, 2023 | ALTR Altair Engineering Inc. | Sell | -44,468-38.8% |
Q1 2023Mar 31, 2023 | ICLR ICON | Sell | -45,225-3.0% |
Q1 2023Mar 31, 2023 | NKE Nike, Inc. | Sell | -49,046-0.8% |
Q1 2023Mar 31, 2023 | ALGN Align Technology, Inc. | Sell | -52,658-3.1% |
Q1 2023Mar 31, 2023 | ZTS Zoetis Inc. | Sell | -68,355-1.2% |
Q1 2023Mar 31, 2023 | AZTA Azenta, Inc. | Sell - Position Exit | -100,954-100.0% |
Q1 2023Mar 31, 2023 | ACN Accenture plc | Sell | -111,093-2.0% |
Q1 2023Mar 31, 2023 | MA Mastercard Incorporated | Sell | -129,291-2.4% |
Q1 2023Mar 31, 2023 | IUSG iShares Core S&P U.S. Growth ET | Sell - Position Exit | -135,869-100.0% |
Q1 2023Mar 31, 2023 | AON Aon Plc | Sell | -173,866-17.4% |
Q1 2023Mar 31, 2023 | CATH Global X S&P 500 Catholic Value | Sell | -184,322-77.7% |
Q1 2023Mar 31, 2023 | MSFT Microsoft Corporation | Sell | -252,929-2.7% |
Q1 2023Mar 31, 2023 | ACWI iShares MSCI ACWI ETF | Sell | -332,267-75.1% |
Q1 2023Mar 31, 2023 | ACWX iShares MSCI ACWI ex U.S. ETF | Sell | -339,493-79.6% |
Q1 2023Mar 31, 2023 | ABT Abbott Laboratories | Sell | -369,295-2.5% |
Q1 2023Mar 31, 2023 | V Visa Inc. | Sell | -585,391-6.8% |
Q1 2023Mar 31, 2023 | OLPX Olaplex Holdings, Inc. | Sell - Position Exit | -829,126-100.0% |
Q1 2023Mar 31, 2023 | GOOGL Alphabet Inc. | Sell | -1,246,315-35.3% |
Q1 2023Mar 31, 2023 | ADBE Adobe Inc. | Sell | -1,420,086-22.6% |
Q1 2023Mar 31, 2023 | IWF iShares Russell 1000 Growth ETF | Sell | -2,400,600-94.6% |
Q1 2023Mar 31, 2023 | GOOG Alphabet Inc. | Sell | -5,053,082-19.2% |
Q4 2022Dec 31, 2022 | TMO Thermo Fisher Scientific Inc | Buy - Position Entry | +2,193,711 |
Q4 2022Dec 31, 2022 | IWF iShares Russell 1000 Growth ETF | Buy | +1,947,087+329.8% |
Q4 2022Dec 31, 2022 | OLPX Olaplex Holdings, Inc. | Buy - Position Entry | +829,126 |
Q4 2022Dec 31, 2022 | ILMN Illumina, Inc. | Buy | +527,005+11.7% |
Q4 2022Dec 31, 2022 | NOW ServiceNow, Inc. | Buy | +499,675+12.6% |
Q4 2022Dec 31, 2022 | SHOP Shopify Inc. | Buy | +327,824+62.5% |