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 |
|---|---|---|---|
Q4 2021Dec 31, 2021 | REGN Regeneron Pharmaceuticals, Inc. | Sell | -217-10.1% |
Q4 2021Dec 31, 2021 | DG Dollar General Corporation | Sell | -1,096-20.9% |
Q4 2021Dec 31, 2021 | EPAM EPAM Systems, Inc. | Sell | -1,286-27.6% |
Q4 2021Dec 31, 2021 | EL Estee Lauder Companies, Inc. (T | Sell - Position Exit | -2,707-100.0% |
Q4 2021Dec 31, 2021 | DT Dynatrace, Inc. | Sell | -5,048-5.9% |
Q4 2021Dec 31, 2021 | ADP Automatic Data Processing, Inc. | Sell | -6,291-2.3% |
Q4 2021Dec 31, 2021 | GNRC Generac Holdlings Inc. | Sell - Position Exit | -6,436-100.0% |
Q4 2021Dec 31, 2021 | MDT Medtronic | Sell | -6,747-0.7% |
Q4 2021Dec 31, 2021 | UL Unilever PLC | Sell | -13,444-2.5% |
Q4 2021Dec 31, 2021 | HEI Heico Corporation | Sell - Position Exit | -16,074-100.0% |
Q4 2021Dec 31, 2021 | TTD The Trade Desk, Inc. | Sell | -16,444-31.9% |
Q4 2021Dec 31, 2021 | ETSY Etsy, Inc. | Sell | -38,080-58.7% |
Q4 2021Dec 31, 2021 | ICLR ICON | Sell | -73,091-4.4% |
Q4 2021Dec 31, 2021 | SLP Simulations Plus, Inc. | Sell - Position Exit | -178,076-100.0% |
Q4 2021Dec 31, 2021 | ADBE Adobe Inc. | Sell | -264,511-4.6% |
Q4 2021Dec 31, 2021 | BABA Alibaba Group Holding Limited | Sell | -478,707-99.5% |
Q4 2021Dec 31, 2021 | META Meta Platforms, Inc. | Sell | -2,791,548-21.1% |
Q3 2021Sep 30, 2021 | ABNB Airbnb, Inc. | Buy - Position Entry | +9,534,237 |
Q3 2021Sep 30, 2021 | MA Mastercard Incorporated | Buy | +1,484,878+24.1% |
Q3 2021Sep 30, 2021 | ICLR ICON | Buy | +877,316+112.1% |
Q3 2021Sep 30, 2021 | ADSK Autodesk, Inc. | Buy | +875,015+14.5% |
Q3 2021Sep 30, 2021 | V Visa Inc. | Buy | +634,290+6.2% |
Q3 2021Sep 30, 2021 | OLO Olo Inc. | Buy - Position Entry | +493,499 |
Q3 2021Sep 30, 2021 | AMZN Amazon.com, Inc. | Buy | +456,024+65.4% |
Q3 2021Sep 30, 2021 | META Meta Platforms, Inc. | Buy | +246,874+1.9% |
Q3 2021Sep 30, 2021 | AON Aon Plc | Buy | +209,597+25.8% |
Q3 2021Sep 30, 2021 | PYPL PayPal Holdings, Inc. | Buy | +202,828+3.0% |
Q3 2021Sep 30, 2021 | NFLX Netflix, Inc. | Buy | +175,827+7.2% |
Q3 2021Sep 30, 2021 | CRM Salesforce, Inc. | Buy | +128,367+1.3% |
Q3 2021Sep 30, 2021 | MDT Medtronic | Buy | +116,280+13.0% |