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 2019Sep 30, 2019 | ORCL Oracle Corporation | Buy | +613,890+4.3% |
Q3 2019Sep 30, 2019 | MSFT Microsoft Corporation | Buy | +580,985+3.7% |
Q3 2019Sep 30, 2019 | META Meta Platforms, Inc. | Buy | +440,895+4.7% |
Q3 2019Sep 30, 2019 | NKE Nike, Inc. | Buy | +360,887+3.5% |
Q3 2019Sep 30, 2019 | V Visa Inc. | Buy | +344,623+3.6% |
Q3 2019Sep 30, 2019 | ZTS Zoetis Inc. | Buy | +344,007+3.4% |
Q3 2019Sep 30, 2019 | PYPL PayPal Holdings, Inc. | Buy | +319,396+4.5% |
Q3 2019Sep 30, 2019 | ACN Accenture plc | Buy | +257,820+4.4% |
Q3 2019Sep 30, 2019 | RELX RELX PLC PLC | Buy | +227,288+57.9% |
Q3 2019Sep 30, 2019 | IT Gartner, Inc. | Buy | +220,059+4.4% |
Q3 2019Sep 30, 2019 | ADP Automatic Data Processing, Inc. | Buy | +201,860+4.3% |
Q3 2019Sep 30, 2019 | ADBE Adobe Inc. | Buy | +200,321+4.3% |
Q3 2019Sep 30, 2019 | DG Dollar General Corporation | Buy | +191,182+3.2% |
Q3 2019Sep 30, 2019 | ALGN Align Technology, Inc. | Buy | +177,178+6.8% |
Q3 2019Sep 30, 2019 | MA Mastercard Incorporated | Buy | +172,942+3.9% |
Q3 2019Sep 30, 2019 | ABT Abbott Laboratories | Buy - Position Entry | +121,639 |
Q3 2019Sep 30, 2019 | UL Unilever PLC | Buy | +117,005+58.0% |
Q3 2019Sep 30, 2019 | ORLY O'Reilly Automotive, Inc. | Buy | +93,413+4.3% |
Q3 2019Sep 30, 2019 | SAP SAP SE | Buy | +79,687+52.8% |
Q3 2019Sep 30, 2019 | BABA Alibaba Group Holding Limited | Buy | +78,026+36.5% |
Q3 2019Sep 30, 2019 | ICLR ICON | Buy | +74,704+50.1% |
Q3 2019Sep 30, 2019 | MDT Medtronic | Buy | +72,448+49.8% |
Q3 2019Sep 30, 2019 | REGN Regeneron Pharmaceuticals, Inc. | Buy | +57,097+3.6% |
Q3 2019Sep 30, 2019 | GOOG Alphabet Inc. | Buy | +44,057+3.3% |
Q3 2019Sep 30, 2019 | CHKP Check Point | Buy | +40,856+50.2% |
Q3 2019Sep 30, 2019 | GOOGL Alphabet Inc. | Buy | +12,461+3.2% |
Q3 2019Sep 30, 2019 | BKNG Booking Holdings Inc. Common St | Buy | +12,295+4.9% |
Q3 2019Sep 30, 2019 | NVO Novo Nordisk A/S | Buy | +9,806+16.5% |
Q3 2019Sep 30, 2019 | APPF AppFolio, Inc. | Buy - Position Entry | +8,209 |
Q3 2019Sep 30, 2019 | ALTR Altair Engineering Inc. | Buy | +7,466+61.0% |