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 2021Mar 31, 2021 | GNRC Generac Holdlings Inc. | Buy | +1,223+10.4% |
Q1 2021Mar 31, 2021 | EL Estee Lauder Companies, Inc. (T | Buy | +229+0.1% |
Q1 2021Mar 31, 2021 | ACWI iShares MSCI ACWI ETF | Sell - Position Exit | -11,658-100.0% |
Q1 2021Mar 31, 2021 | ORCL Oracle Corporation | Sell - Position Exit | -11,968-100.0% |
Q1 2021Mar 31, 2021 | TREE LendingTree, Inc. | Sell - Position Exit | -16,965-100.0% |
Q1 2021Mar 31, 2021 | WDFC WD-40 Company | Sell - Position Exit | -35,635-100.0% |
Q1 2021Mar 31, 2021 | TREX Trex Company, Inc. | Sell | -36,196-34.7% |
Q1 2021Mar 31, 2021 | FND Floor & Decor Holdings, Inc. | Sell | -54,794-57.4% |
Q1 2021Mar 31, 2021 | ACWX iShares MSCI ACWI ex U.S. ETF | Sell - Position Exit | -67,261-100.0% |
Q1 2021Mar 31, 2021 | ADP Automatic Data Processing, Inc. | Sell | -148,647-38.1% |
Q1 2021Mar 31, 2021 | UL Unilever PLC | Sell | -165,589-24.4% |
Q1 2021Mar 31, 2021 | GOOG Alphabet Inc. | Sell | -166,154-9.7% |
Q1 2021Mar 31, 2021 | CHKP Check Point | Sell | -321,403-95.0% |
Q1 2021Mar 31, 2021 | MSCI MSCI Inc. | Sell | -454,070-24.9% |
Q1 2021Mar 31, 2021 | ADSK Autodesk, Inc. | Sell | -684,721-10.7% |
Q1 2021Mar 31, 2021 | ALGN Align Technology, Inc. | Sell | -1,034,689-39.8% |
Q1 2021Mar 31, 2021 | PYPL PayPal Holdings, Inc. | Sell | -1,523,372-19.1% |
Q1 2021Mar 31, 2021 | REGN Regeneron Pharmaceuticals, Inc. | Sell - Position Exit | -2,002,804-100.0% |
Q1 2021Mar 31, 2021 | DG Dollar General Corporation | Sell - Position Exit | -5,796,091-100.0% |
Q4 2020Dec 31, 2020 | ILMN Illumina, Inc. | Buy | +1,765,503+313.7% |
Q4 2020Dec 31, 2020 | ABT Abbott Laboratories | Buy | +1,087,508+5.6% |
Q4 2020Dec 31, 2020 | SBUX Starbucks Corporation | Buy | +642,368+4.9% |
Q4 2020Dec 31, 2020 | MSFT Microsoft Corporation | Buy | +434,777+3.0% |
Q4 2020Dec 31, 2020 | META Meta Platforms, Inc. | Buy | +363,347+3.0% |
Q4 2020Dec 31, 2020 | ZTS Zoetis Inc. | Buy | +318,254+2.9% |
Q4 2020Dec 31, 2020 | V Visa Inc. | Buy | +285,843+3.1% |
Q4 2020Dec 31, 2020 | CRM Salesforce, Inc. | Buy | +285,441+4.2% |
Q4 2020Dec 31, 2020 | BABA Alibaba Group Holding Limited | Buy | +254,552+26.5% |
Q4 2020Dec 31, 2020 | MA Mastercard Incorporated | Buy | +185,803+3.3% |
Q4 2020Dec 31, 2020 | ACN Accenture plc | Buy | +183,233+2.4% |