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 2017Dec 31, 2017 | MKTX MarketAxess Holdings, Inc. | Buy - Position Entry | +1,300 |
Q4 2017Dec 31, 2017 | NVO Novo Nordisk A/S | Buy | +1,194+6.8% |
Q4 2017Dec 31, 2017 | AAPL Apple Inc. | Buy | +775+7.4% |
Q4 2017Dec 31, 2017 | TREE LendingTree, Inc. | Buy - Position Entry | +666 |
Q4 2017Dec 31, 2017 | GOOGL Alphabet Inc. | Sell | -3,600-1.0% |
Q4 2017Dec 31, 2017 | TJX TJX Companies, Inc. (The) | Sell - Position Exit | -3,645-100.0% |
Q4 2017Dec 31, 2017 | ALGN Align Technology, Inc. | Sell | -443,670-14.5% |
Q3 2017Sep 30, 2017 | MSFT Microsoft Corporation | Buy - Position Entry | +7,081,215 |
Q3 2017Sep 30, 2017 | ORCL Oracle Corporation | Buy | +2,737,445+21.7% |
Q3 2017Sep 30, 2017 | ORLY O'Reilly Automotive, Inc. | Buy | +607,076+29.4% |
Q3 2017Sep 30, 2017 | NKE Nike, Inc. | Buy | +427,845+3.5% |
Q3 2017Sep 30, 2017 | SBUX Starbucks Corporation | Buy | +413,505+3.6% |
Q3 2017Sep 30, 2017 | ADBE Adobe Inc. | Buy | +226,286+3.7% |
Q3 2017Sep 30, 2017 | DG Dollar General Corporation | Buy | +154,938+3.2% |
Q3 2017Sep 30, 2017 | ADP Automatic Data Processing, Inc. | Buy | +152,027+2.3% |
Q3 2017Sep 30, 2017 | META Meta Platforms, Inc. | Buy | +134,590+2.3% |
Q3 2017Sep 30, 2017 | ACN Accenture plc | Buy | +124,266+2.6% |
Q3 2017Sep 30, 2017 | IT Gartner, Inc. | Buy | +99,243+2.5% |
Q3 2017Sep 30, 2017 | MA Mastercard Incorporated | Buy | +40,712+1.8% |
Q3 2017Sep 30, 2017 | UL Unilever PLC | Buy | +34,236+323.7% |
Q3 2017Sep 30, 2017 | GOOG Alphabet Inc. | Buy | +28,888+3.1% |
Q3 2017Sep 30, 2017 | SAP SAP SE | Buy - Position Entry | +21,213 |
Q3 2017Sep 30, 2017 | ICLR ICON | Buy | +18,583+246.5% |
Q3 2017Sep 30, 2017 | CHKP Check Point | Buy | +10,908+56.7% |
Q3 2017Sep 30, 2017 | BABA Alibaba Group Holding Limited | Buy | +10,301+58.6% |
Q3 2017Sep 30, 2017 | FOXF Fox Factory Holding Corp. | Buy - Position Entry | +5,216 |
Q3 2017Sep 30, 2017 | BIDU Baidu, Inc. | Buy | +5,102+245.8% |
Q3 2017Sep 30, 2017 | OLLI Ollie's Bargain Outlet Holdings | Buy - Position Entry | +4,667 |
Q3 2017Sep 30, 2017 | POOL Pool Corporation | Buy - Position Entry | +1,913 |
Q3 2017Sep 30, 2017 | NVO Novo Nordisk A/S | Buy | +872+5.2% |