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 2016Sep 30, 2016 | TJX TJX Companies, Inc. (The) | Buy | +169,836+3.0% |
Q3 2016Sep 30, 2016 | NSRGY Nestle S.A. | Buy | +166,939+3.5% |
Q3 2016Sep 30, 2016 | ADP Automatic Data Processing, Inc. | Buy | +145,027+3.3% |
Q3 2016Sep 30, 2016 | ADBE Adobe Inc. | Buy | +124,739+3.2% |
Q3 2016Sep 30, 2016 | ACN Accenture plc | Buy | +99,988+2.7% |
Q3 2016Sep 30, 2016 | IT Gartner, Inc. | Buy | +97,788+3.2% |
Q3 2016Sep 30, 2016 | AAPL Apple Inc. | Buy | +81,414+2.8% |
Q3 2016Sep 30, 2016 | ALGN Align Technology, Inc. | Buy | +71,219+4.3% |
Q3 2016Sep 30, 2016 | GOOG Alphabet Inc. | Buy | +66,382+9.8% |
Q3 2016Sep 30, 2016 | MA Mastercard Incorporated | Buy | +53,722+3.1% |
Q3 2016Sep 30, 2016 | ORLY O'Reilly Automotive, Inc. | Buy | +40,283+3.2% |
Q3 2016Sep 30, 2016 | REGN Regeneron Pharmaceuticals, Inc. | Buy | +23,431+3.0% |
Q3 2016Sep 30, 2016 | NVO Novo Nordisk A/S | Buy | +1,886+15.5% |
Q3 2016Sep 30, 2016 | CHKP Check Point | Buy | +1,749+15.9% |
Q3 2016Sep 30, 2016 | BABA Alibaba Group Holding Limited | Buy | +1,557+15.6% |
Q3 2016Sep 30, 2016 | IWF iShares Russell 1000 Growth ETF | Buy | +1,018+0.9% |
Q3 2016Sep 30, 2016 | BIDU Baidu, Inc. | Buy | +670+15.4% |
Q3 2016Sep 30, 2016 | GOOGL Alphabet Inc. | Sell | -28,838-5.9% |
Q3 2016Sep 30, 2016 | FAST Fastenal Company | Sell | -7,139,952-99.7% |
Q2 2016Jun 30, 2016 | META Meta Platforms, Inc. | Buy | +1,884,938+73.4% |
Q2 2016Jun 30, 2016 | NKE Nike, Inc. | Buy | +999,747+11.7% |
Q2 2016Jun 30, 2016 | ORCL Oracle Corporation | Buy | +998,534+11.3% |
Q2 2016Jun 30, 2016 | SBUX Starbucks Corporation | Buy | +910,282+11.6% |
Q2 2016Jun 30, 2016 | V Visa Inc. | Buy | +822,628+11.3% |
Q2 2016Jun 30, 2016 | FAST Fastenal Company | Buy | +764,398+11.9% |
Q2 2016Jun 30, 2016 | TJX TJX Companies, Inc. (The) | Buy | +582,041+11.6% |
Q2 2016Jun 30, 2016 | NSRGY Nestle S.A. | Buy | +502,229+11.8% |
Q2 2016Jun 30, 2016 | ADP Automatic Data Processing, Inc. | Buy | +450,019+11.5% |
Q2 2016Jun 30, 2016 | ADBE Adobe Inc. | Buy | +401,171+11.7% |
Q2 2016Jun 30, 2016 | ACN Accenture plc | Buy | +355,834+10.7% |