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 | TPLC Timothy Plan US Large/Mid Cap C | Sell | -216-1.0% |
Q3 2022Sep 30, 2022 | Y4600W108 Karooooo | Sell | -670-1.5% |
Q3 2022Sep 30, 2022 | TME Tencent Music Entertainment Gro | Sell | -3,900-1.8% |
Q3 2022Sep 30, 2022 | SQ Block, Inc. | Sell - Position Exit | -4,783-100.0% |
Q3 2022Sep 30, 2022 | CATH Global X S&P 500 Catholic Value | Sell | -9,866-7.5% |
Q3 2022Sep 30, 2022 | AMN AMN Healthcare Services Inc | Sell | -21,289-23.3% |
Q3 2022Sep 30, 2022 | PCTY Paylocity Holding Corporation | Sell - Position Exit | -25,562-100.0% |
Q3 2022Sep 30, 2022 | ZTS Zoetis Inc. | Sell | -27,043-0.5% |
Q3 2022Sep 30, 2022 | ACWX iShares MSCI ACWI ex U.S. ETF | Sell | -34,320-24.3% |
Q3 2022Sep 30, 2022 | UNH UnitedHealth Group Incorporated | Sell | -67,080-2.3% |
Q3 2022Sep 30, 2022 | IT Gartner, Inc. | Sell | -111,065-3.7% |
Q3 2022Sep 30, 2022 | ABNB Airbnb, Inc. | Sell | -126,020-1.0% |
Q3 2022Sep 30, 2022 | PYPL PayPal Holdings, Inc. | Sell | -227,812-1.8% |
Q3 2022Sep 30, 2022 | AMZN Amazon.com, Inc. | Sell | -322,748-0.9% |
Q3 2022Sep 30, 2022 | IWF iShares Russell 1000 Growth ETF | Sell | -573,479-49.3% |
Q3 2022Sep 30, 2022 | MA Mastercard Incorporated | Sell | -1,490,828-19.5% |
Q3 2022Sep 30, 2022 | V Visa Inc. | Sell | -2,313,368-18.5% |
Q3 2022Sep 30, 2022 | ISRG Intuitive Surgical, Inc. | Sell | -3,434,501-99.9% |
Q2 2022Jun 30, 2022 | AMZN Amazon.com, Inc. | Buy | +36,118,513+2504.6% |
Q2 2022Jun 30, 2022 | DOCU DocuSign, Inc. | Buy | +3,061,367+55.1% |
Q2 2022Jun 30, 2022 | SHOP Shopify Inc. | Buy | +457,950+834.1% |
Q2 2022Jun 30, 2022 | ADBE Adobe Inc. | Buy | +192,328+2.9% |
Q2 2022Jun 30, 2022 | ILMN Illumina, Inc. | Buy | +159,057+6.0% |
Q2 2022Jun 30, 2022 | ADP Automatic Data Processing, Inc. | Buy | +148,308+57.8% |
Q2 2022Jun 30, 2022 | ACWI iShares MSCI ACWI ETF | Buy | +139,986+359.4% |
Q2 2022Jun 30, 2022 | DOCS Doximity, Inc. | Buy - Position Entry | +127,720 |
Q2 2022Jun 30, 2022 | FIVE Five Below, Inc. | Buy | +65,939+412.8% |
Q2 2022Jun 30, 2022 | AZTA Azenta, Inc. | Buy - Position Entry | +64,118 |
Q2 2022Jun 30, 2022 | L44385109 Globant | Buy | +62,113+39.3% |
Q2 2022Jun 30, 2022 | PYPL PayPal Holdings, Inc. | Buy | +58,188+0.5% |