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 |
|---|---|---|---|
Q2 2025Jun 30, 2025 | TMO Thermo Fisher Scientific Inc | Sell | -132,134-5.7% |
Q2 2025Jun 30, 2025 | IWF iShares Russell 1000 Growth ETF | Sell | -159,913-41.5% |
Q2 2025Jun 30, 2025 | PGNY Progyny, Inc. | Sell | -196,856-75.3% |
Q2 2025Jun 30, 2025 | PAYC Paycom Software, Inc. | Sell | -201,365-6.5% |
Q2 2025Jun 30, 2025 | EXLS ExlService Holdings, Inc. | Sell | -217,816-83.8% |
Q2 2025Jun 30, 2025 | MA Mastercard Incorporated | Sell | -219,161-6.8% |
Q2 2025Jun 30, 2025 | ACN Accenture plc | Sell | -261,320-8.1% |
Q2 2025Jun 30, 2025 | AON Aon Plc | Sell | -262,092-8.7% |
Q2 2025Jun 30, 2025 | ACWI iShares MSCI ACWI ETF | Sell | -296,237-77.0% |
Q2 2025Jun 30, 2025 | ABNB Airbnb, Inc. | Sell | -372,376-4.8% |
Q2 2025Jun 30, 2025 | WDAY Workday, Inc. | Sell | -372,576-9.4% |
Q2 2025Jun 30, 2025 | ZTS Zoetis Inc. | Sell | -375,821-4.3% |
Q2 2025Jun 30, 2025 | MDT Medtronic | Sell | -394,597-62.7% |
Q2 2025Jun 30, 2025 | V Visa Inc. | Sell | -412,612-6.8% |
Q2 2025Jun 30, 2025 | G6683N103 Nu Holdings | Sell | -482,978-16.3% |
Q2 2025Jun 30, 2025 | L44385109 Globant | Sell | -501,437-64.8% |
Q2 2025Jun 30, 2025 | CCCS CCC Intelligent Solutions Holdi | Sell | -503,155-92.4% |
Q2 2025Jun 30, 2025 | MSFT Microsoft Corporation | Sell | -514,983-8.7% |
Q2 2025Jun 30, 2025 | SHOP Shopify Inc. | Sell | -579,915-3.8% |
Q2 2025Jun 30, 2025 | ORCL Oracle Corporation | Sell | -625,897-5.0% |
Q2 2025Jun 30, 2025 | ABT Abbott Laboratories | Sell | -716,079-6.3% |
Q2 2025Jun 30, 2025 | NVO Novo Nordisk A/S | Sell | -823,237-82.2% |
Q2 2025Jun 30, 2025 | GOOG Alphabet Inc. | Sell | -872,163-11.7% |
Q2 2025Jun 30, 2025 | TME Tencent Music Entertainment Gro | Sell | -986,886-49.9% |
Q2 2025Jun 30, 2025 | UNH UnitedHealth Group Incorporated | Sell | -1,031,401-99.4% |
Q2 2025Jun 30, 2025 | AAPL Apple Inc. | Sell | -2,672,588-99.7% |
Q2 2025Jun 30, 2025 | AMZN Amazon.com, Inc. | Sell | -3,825,555-21.6% |
Q1 2025Mar 31, 2025 | SBUX Starbucks Corporation | Buy - Position Entry | +5,133,440 |
Q1 2025Mar 31, 2025 | AON Aon Plc | Buy | +2,288,397+318.1% |
Q1 2025Mar 31, 2025 | ORCL Oracle Corporation | Buy | +1,885,370+17.6% |