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 2021Sep 30, 2021 | PCTY Paylocity Holding Corporation | Sell | -1,697-4.5% |
Q3 2021Sep 30, 2021 | GNRC Generac Holdlings Inc. | Sell | -3,668-36.3% |
Q3 2021Sep 30, 2021 | RVLV Revolve Group, Inc. | Sell | -8,621-2.8% |
Q3 2021Sep 30, 2021 | ETSY Etsy, Inc. | Sell | -11,164-14.7% |
Q3 2021Sep 30, 2021 | IT Gartner, Inc. | Sell | -15,313-0.3% |
Q3 2021Sep 30, 2021 | EEFT Euronet Worldwide, Inc. | Sell - Position Exit | -26,741-100.0% |
Q3 2021Sep 30, 2021 | ENV Envestnet, Inc | Sell - Position Exit | -63,384-100.0% |
Q3 2021Sep 30, 2021 | IWF iShares Russell 1000 Growth ETF | Sell | -126,274-65.8% |
Q3 2021Sep 30, 2021 | EL Estee Lauder Companies, Inc. (T | Sell | -165,490-98.4% |
Q3 2021Sep 30, 2021 | NOW ServiceNow, Inc. | Sell | -443,443-12.6% |
Q3 2021Sep 30, 2021 | ADBE Adobe Inc. | Sell | -541,368-8.7% |
Q3 2021Sep 30, 2021 | BABA Alibaba Group Holding Limited | Sell | -936,564-66.1% |
Q3 2021Sep 30, 2021 | ACN Accenture plc | Sell | -1,515,073-18.4% |
Q3 2021Sep 30, 2021 | SBUX Starbucks Corporation | Sell | -1,801,780-12.2% |
Q3 2021Sep 30, 2021 | ZTS Zoetis Inc. | Sell | -2,325,133-19.5% |
Q3 2021Sep 30, 2021 | MSFT Microsoft Corporation | Sell | -5,995,611-37.4% |
Q2 2021Jun 30, 2021 | ABT Abbott Laboratories | Buy | +1,272,680+6.1% |
Q2 2021Jun 30, 2021 | SBUX Starbucks Corporation | Buy | +753,946+5.4% |
Q2 2021Jun 30, 2021 | MSFT Microsoft Corporation | Buy | +653,663+4.2% |
Q2 2021Jun 30, 2021 | META Meta Platforms, Inc. | Buy | +489,542+3.9% |
Q2 2021Jun 30, 2021 | V Visa Inc. | Buy | +448,979+4.6% |
Q2 2021Jun 30, 2021 | NKE Nike, Inc. | Buy | +445,218+6.0% |
Q2 2021Jun 30, 2021 | CRM Salesforce, Inc. | Buy | +420,672+4.6% |
Q2 2021Jun 30, 2021 | ZTS Zoetis Inc. | Buy | +320,158+2.8% |
Q2 2021Jun 30, 2021 | ADSK Autodesk, Inc. | Buy | +305,021+5.3% |
Q2 2021Jun 30, 2021 | ACN Accenture plc | Buy | +303,763+3.8% |
Q2 2021Jun 30, 2021 | MA Mastercard Incorporated | Buy | +301,360+5.1% |
Q2 2021Jun 30, 2021 | AON Aon Plc | Buy | +286,463+54.4% |
Q2 2021Jun 30, 2021 | PYPL PayPal Holdings, Inc. | Buy | +241,506+3.8% |
Q2 2021Jun 30, 2021 | ADBE Adobe Inc. | Buy | +189,429+3.1% |