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 2022Sep 30, 2022 | NOW ServiceNow, Inc. | Buy | +827,285+26.5% |
Q3 2022Sep 30, 2022 | SAP SAP SE | Buy | +616,301+74.9% |
Q3 2022Sep 30, 2022 | ABT Abbott Laboratories | Buy | +316,416+2.1% |
Q3 2022Sep 30, 2022 | ICLR ICON | Buy | +258,249+18.4% |
Q3 2022Sep 30, 2022 | SBUX Starbucks Corporation | Buy | +179,201+23.2% |
Q3 2022Sep 30, 2022 | ACWI iShares MSCI ACWI ETF | Buy | +152,199+85.1% |
Q3 2022Sep 30, 2022 | ADP Automatic Data Processing, Inc. | Buy | +142,881+35.3% |
Q3 2022Sep 30, 2022 | NKE Nike, Inc. | Buy | +132,843+1.7% |
Q3 2022Sep 30, 2022 | MSFT Microsoft Corporation | Buy | +131,430+1.4% |
Q3 2022Sep 30, 2022 | AON Aon Plc | Buy | +130,250+13.9% |
Q3 2022Sep 30, 2022 | RVLV Revolve Group, Inc. | Buy | +115,791+30.2% |
Q3 2022Sep 30, 2022 | BMBL Bumble Inc. | Buy | +93,880+41.6% |
Q3 2022Sep 30, 2022 | DOCS Doximity, Inc. | Buy | +84,133+65.9% |
Q3 2022Sep 30, 2022 | EEFT Euronet Worldwide, Inc. | Buy - Position Entry | +83,011 |
Q3 2022Sep 30, 2022 | GSHD Goosehead Insurance, Inc. | Buy | +81,171+35.0% |
Q3 2022Sep 30, 2022 | META Meta Platforms, Inc. | Buy | +78,927+0.6% |
Q3 2022Sep 30, 2022 | ADBE Adobe Inc. | Buy | +76,097+1.1% |
Q3 2022Sep 30, 2022 | OLO Olo Inc. | Buy | +71,016+9.2% |
Q3 2022Sep 30, 2022 | ALGN Align Technology, Inc. | Buy | +69,117+3.6% |
Q3 2022Sep 30, 2022 | DT Dynatrace, Inc. | Buy | +61,711+67.4% |
Q3 2022Sep 30, 2022 | AZTA Azenta, Inc. | Buy | +55,075+85.9% |
Q3 2022Sep 30, 2022 | DOCU DocuSign, Inc. | Buy | +33,901+0.4% |
Q3 2022Sep 30, 2022 | WRBY Warby Parker Inc. | Buy | +32,195+8.8% |
Q3 2022Sep 30, 2022 | DAVA Endava plc | Buy | +31,770+34.2% |
Q3 2022Sep 30, 2022 | ACN Accenture plc | Buy | +29,646+0.5% |
Q3 2022Sep 30, 2022 | FIVE Five Below, Inc. | Buy | +28,796+35.2% |
Q3 2022Sep 30, 2022 | PGNY Progyny, Inc. | Buy | +28,171+9.1% |
Q3 2022Sep 30, 2022 | YETI YETI Holdings, Inc. | Buy | +22,514+8.7% |
Q3 2022Sep 30, 2022 | UL Unilever PLC | Buy | +21,928+4.4% |
Q3 2022Sep 30, 2022 | L44385109 Globant | Buy | +21,852+9.9% |