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 2018Dec 31, 2018 | EEFT Euronet Worldwide, Inc. | Buy | +1,793+46.7% |
Q4 2018Dec 31, 2018 | EPAM EPAM Systems, Inc. | Buy | +1,268+47.1% |
Q4 2018Dec 31, 2018 | LFUS Littelfuse, Inc. | Buy | +1,227+45.0% |
Q4 2018Dec 31, 2018 | OLLI Ollie's Bargain Outlet Holdings | Buy | +1,134+12.7% |
Q4 2018Dec 31, 2018 | TREE LendingTree, Inc. | Buy | +716+46.3% |
Q4 2018Dec 31, 2018 | FIVE Five Below, Inc. | Sell | -454-9.5% |
Q4 2018Dec 31, 2018 | BKNG Booking Holdings Inc. Common St | Sell | -2,073-0.9% |
Q4 2018Dec 31, 2018 | REGN Regeneron Pharmaceuticals, Inc. | Sell | -3,237-0.2% |
Q4 2018Dec 31, 2018 | MPWR Monolithic Power Systems, Inc. | Sell - Position Exit | -3,903-100.0% |
Q4 2018Dec 31, 2018 | NVDA NVIDIA Corporation | Sell | -12,465-0.5% |
Q4 2018Dec 31, 2018 | ALGN Align Technology, Inc. | Sell | -397,794-18.8% |
Q4 2018Dec 31, 2018 | IT Gartner, Inc. | Sell | -993,433-18.1% |
Q4 2018Dec 31, 2018 | NKE Nike, Inc. | Sell | -1,711,362-13.0% |
Q4 2018Dec 31, 2018 | SBUX Starbucks Corporation | Sell | -5,141,331-28.5% |
Q3 2018Sep 30, 2018 | SBUX Starbucks Corporation | Buy | +5,748,941+46.8% |
Q3 2018Sep 30, 2018 | NVDA NVIDIA Corporation | Buy - Position Entry | +2,502,154 |
Q3 2018Sep 30, 2018 | RELX RELX PLC PLC | Buy - Position Entry | +237,947 |
Q3 2018Sep 30, 2018 | MSFT Microsoft Corporation | Buy | +114,047+0.8% |
Q3 2018Sep 30, 2018 | ZTS Zoetis Inc. | Buy | +79,594+0.9% |
Q3 2018Sep 30, 2018 | META Meta Platforms, Inc. | Buy | +39,624+1.0% |
Q3 2018Sep 30, 2018 | DG Dollar General Corporation | Buy | +37,568+0.5% |
Q3 2018Sep 30, 2018 | ACN Accenture plc | Buy | +36,325+0.7% |
Q3 2018Sep 30, 2018 | BABA Alibaba Group Holding Limited | Buy | +24,172+45.1% |
Q3 2018Sep 30, 2018 | UL Unilever PLC | Buy | +20,806+20.5% |
Q3 2018Sep 30, 2018 | ICLR ICON | Buy | +17,282+26.5% |
Q3 2018Sep 30, 2018 | MDT Medtronic | Buy | +14,726+26.6% |
Q3 2018Sep 30, 2018 | NKE Nike, Inc. | Buy | +10,331+0.1% |
Q3 2018Sep 30, 2018 | BIDU Baidu, Inc. | Buy | +9,676+42.6% |
Q3 2018Sep 30, 2018 | CHKP Check Point | Buy | +9,462+26.6% |
Q3 2018Sep 30, 2018 | SAP SAP SE | Buy | +8,968+14.4% |