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 2020Sep 30, 2020 | EPAM EPAM Systems, Inc. | Sell - Position Exit | -13,089-100.0% |
Q3 2020Sep 30, 2020 | FIVE Five Below, Inc. | Sell - Position Exit | -22,763-100.0% |
Q3 2020Sep 30, 2020 | IWF iShares Russell 1000 Growth ETF | Sell | -43,213-63.6% |
Q3 2020Sep 30, 2020 | TXRH Texas Roadhouse, Inc. | Sell - Position Exit | -50,300-100.0% |
Q3 2020Sep 30, 2020 | LMAT LeMaitre Vascular, Inc. | Sell - Position Exit | -93,546-100.0% |
Q3 2020Sep 30, 2020 | NOW ServiceNow, Inc. | Sell | -234,401-6.8% |
Q3 2020Sep 30, 2020 | RELX RELX PLC PLC | Sell | -250,584-25.0% |
Q3 2020Sep 30, 2020 | MSCI MSCI Inc. | Sell | -587,140-24.6% |
Q3 2020Sep 30, 2020 | ALGN Align Technology, Inc. | Sell | -660,578-20.3% |
Q3 2020Sep 30, 2020 | PYPL PayPal Holdings, Inc. | Sell | -807,881-9.3% |
Q3 2020Sep 30, 2020 | MSFT Microsoft Corporation | Sell | -2,934,455-16.6% |
Q3 2020Sep 30, 2020 | ADP Automatic Data Processing, Inc. | Sell | -5,676,463-93.2% |
Q2 2020Jun 30, 2020 | SBUX Starbucks Corporation | Buy | +4,739,618+59.0% |
Q2 2020Jun 30, 2020 | ADSK Autodesk, Inc. | Buy | +2,320,782+62.3% |
Q2 2020Jun 30, 2020 | ABT Abbott Laboratories | Buy | +2,052,212+12.3% |
Q2 2020Jun 30, 2020 | MSFT Microsoft Corporation | Buy | +1,609,874+10.0% |
Q2 2020Jun 30, 2020 | ZTS Zoetis Inc. | Buy | +1,013,095+10.4% |
Q2 2020Jun 30, 2020 | META Meta Platforms, Inc. | Buy | +975,597+9.0% |
Q2 2020Jun 30, 2020 | V Visa Inc. | Buy | +830,879+10.2% |
Q2 2020Jun 30, 2020 | ADP Automatic Data Processing, Inc. | Buy | +764,404+14.3% |
Q2 2020Jun 30, 2020 | PYPL PayPal Holdings, Inc. | Buy | +740,325+9.4% |
Q2 2020Jun 30, 2020 | CRM Salesforce, Inc. | Buy | +651,752+10.8% |
Q2 2020Jun 30, 2020 | ACN Accenture plc | Buy | +627,790+9.4% |
Q2 2020Jun 30, 2020 | MA Mastercard Incorporated | Buy | +551,407+11.2% |
Q2 2020Jun 30, 2020 | IT Gartner, Inc. | Buy | +475,596+8.4% |
Q2 2020Jun 30, 2020 | ADBE Adobe Inc. | Buy | +437,439+8.5% |
Q2 2020Jun 30, 2020 | DG Dollar General Corporation | Buy | +417,656+8.2% |
Q2 2020Jun 30, 2020 | NOW ServiceNow, Inc. | Buy | +300,340+9.6% |
Q2 2020Jun 30, 2020 | MSCI MSCI Inc. | Buy | +224,837+10.4% |
Q2 2020Jun 30, 2020 | ALGN Align Technology, Inc. | Buy | +219,383+7.2% |