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 2019Dec 31, 2019 | NKE Nike, Inc. | Buy | +330,620+3.1% |
Q4 2019Dec 31, 2019 | ZTS Zoetis Inc. | Buy | +293,598+2.8% |
Q4 2019Dec 31, 2019 | V Visa Inc. | Buy | +277,305+2.8% |
Q4 2019Dec 31, 2019 | SBUX Starbucks Corporation | Buy | +272,323+3.7% |
Q4 2019Dec 31, 2019 | PYPL PayPal Holdings, Inc. | Buy | +198,134+2.6% |
Q4 2019Dec 31, 2019 | ACN Accenture plc | Buy | +191,131+3.1% |
Q4 2019Dec 31, 2019 | ADP Automatic Data Processing, Inc. | Buy | +173,544+3.6% |
Q4 2019Dec 31, 2019 | DG Dollar General Corporation | Buy | +164,020+2.6% |
Q4 2019Dec 31, 2019 | MA Mastercard Incorporated | Buy | +157,840+3.5% |
Q4 2019Dec 31, 2019 | IT Gartner, Inc. | Buy | +153,981+3.0% |
Q4 2019Dec 31, 2019 | ADBE Adobe Inc. | Buy | +141,977+3.0% |
Q4 2019Dec 31, 2019 | RELX RELX PLC PLC | Buy | +112,733+18.2% |
Q4 2019Dec 31, 2019 | BABA Alibaba Group Holding Limited | Buy | +104,733+35.9% |
Q4 2019Dec 31, 2019 | MDT Medtronic | Buy | +83,829+38.5% |
Q4 2019Dec 31, 2019 | ORLY O'Reilly Automotive, Inc. | Buy | +70,847+3.1% |
Q4 2019Dec 31, 2019 | UL Unilever PLC | Buy | +58,041+18.2% |
Q4 2019Dec 31, 2019 | NVO Novo Nordisk A/S | Buy | +49,660+71.8% |
Q4 2019Dec 31, 2019 | SAP SAP SE | Buy | +46,636+20.2% |
Q4 2019Dec 31, 2019 | ALGN Align Technology, Inc. | Buy | +46,267+1.7% |
Q4 2019Dec 31, 2019 | ACWX iShares MSCI ACWI ex U.S. ETF | Buy - Position Entry | +46,108 |
Q4 2019Dec 31, 2019 | GOOG Alphabet Inc. | Buy | +44,705+3.3% |
Q4 2019Dec 31, 2019 | MSCI MSCI Inc. | Buy | +42,134+2.0% |
Q4 2019Dec 31, 2019 | ICLR ICON | Buy | +36,370+16.3% |
Q4 2019Dec 31, 2019 | REGN Regeneron Pharmaceuticals, Inc. | Buy | +34,084+2.1% |
Q4 2019Dec 31, 2019 | CHKP Check Point | Buy | +19,670+16.1% |
Q4 2019Dec 31, 2019 | EXPO Exponent, Inc. | Buy - Position Entry | +19,527 |
Q4 2019Dec 31, 2019 | ENV Envestnet, Inc | Buy - Position Entry | +12,076 |
Q4 2019Dec 31, 2019 | WING Wingstop Inc. | Buy - Position Entry | +10,973 |
Q4 2019Dec 31, 2019 | LMAT LeMaitre Vascular, Inc. | Buy | +10,552+36.0% |
Q4 2019Dec 31, 2019 | BKNG Booking Holdings Inc. Common St | Buy | +6,226+2.4% |