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 2022Mar 31, 2022 | NBIS Nebius Group | Sell - Position Exit | -35,513-100.0% |
Q1 2022Mar 31, 2022 | ACWI iShares MSCI ACWI ETF | Sell | -42,972-52.5% |
Q1 2022Mar 31, 2022 | ACWX iShares MSCI ACWI ex U.S. ETF | Sell | -49,550-8.6% |
Q1 2022Mar 31, 2022 | WING Wingstop Inc. | Sell | -53,518-34.2% |
Q1 2022Mar 31, 2022 | MDT Medtronic | Sell | -56,650-5.6% |
Q1 2022Mar 31, 2022 | AON Aon Plc | Sell | -57,712-5.5% |
Q1 2022Mar 31, 2022 | MA Mastercard Incorporated | Sell | -89,070-1.1% |
Q1 2022Mar 31, 2022 | MEDP Medpace Holdings, Inc. | Sell | -113,670-96.1% |
Q1 2022Mar 31, 2022 | UNH UnitedHealth Group Incorporated | Sell | -114,675-3.0% |
Q1 2022Mar 31, 2022 | GOOG Alphabet Inc. | Sell | -116,501-7.3% |
Q1 2022Mar 31, 2022 | ABT Abbott Laboratories | Sell | -128,030-0.6% |
Q1 2022Mar 31, 2022 | EXPO Exponent, Inc. | Sell | -183,834-97.6% |
Q1 2022Mar 31, 2022 | MSFT Microsoft Corporation | Sell | -372,139-3.7% |
Q1 2022Mar 31, 2022 | GOOGL Alphabet Inc. | Sell | -414,383-69.9% |
Q1 2022Mar 31, 2022 | MSCI MSCI Inc. | Sell | -559,577-39.5% |
Q1 2022Mar 31, 2022 | ACN Accenture plc | Sell | -747,718-11.1% |
Q1 2022Mar 31, 2022 | IT Gartner, Inc. | Sell | -1,198,522-26.1% |
Q1 2022Mar 31, 2022 | ZTS Zoetis Inc. | Sell | -3,113,415-31.7% |
Q1 2022Mar 31, 2022 | SBUX Starbucks Corporation | Sell | -12,329,189-93.6% |
Q4 2021Dec 31, 2021 | DOCU DocuSign, Inc. | Buy - Position Entry | +3,738,508 |
Q4 2021Dec 31, 2021 | ISRG Intuitive Surgical, Inc. | Buy | +2,307,999+210.0% |
Q4 2021Dec 31, 2021 | PYPL PayPal Holdings, Inc. | Buy | +594,061+8.6% |
Q4 2021Dec 31, 2021 | V Visa Inc. | Buy | +583,184+5.3% |
Q4 2021Dec 31, 2021 | ACWX iShares MSCI ACWI ex U.S. ETF | Buy | +565,038+4408.5% |
Q4 2021Dec 31, 2021 | ABT Abbott Laboratories | Buy | +538,662+2.4% |
Q4 2021Dec 31, 2021 | ABNB Airbnb, Inc. | Buy | +389,546+4.1% |
Q4 2021Dec 31, 2021 | ADSK Autodesk, Inc. | Buy | +387,529+5.6% |
Q4 2021Dec 31, 2021 | MA Mastercard Incorporated | Buy | +379,273+5.0% |
Q4 2021Dec 31, 2021 | WRBY Warby Parker Inc. | Buy - Position Entry | +323,557 |
Q4 2021Dec 31, 2021 | AMZN Amazon.com, Inc. | Buy | +320,440+27.8% |