David M. Polen - Polen Capital Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 12, 2025 | |
| Total Stocks | 117 | |
| Portfolio Value | $31.85B |
Polen Capital Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2024Dec 31, 2024 | ROAD Construction Partners, Inc. | Sell | -3,085-8.8% |
Q4 2024Dec 31, 2024 | LGIH LGI Homes, Inc. | Sell | -3,330-17.1% |
Q4 2024Dec 31, 2024 | IWM iShares Russell 2000 ETF | Sell | -3,374-25.2% |
Q4 2024Dec 31, 2024 | MKTX MarketAxess Holdings, Inc. | Sell | -4,312-49.7% |
Q4 2024Dec 31, 2024 | FIVE Five Below, Inc. | Sell - Position Exit | -5,004-100.0% |
Q4 2024Dec 31, 2024 | BIL SPDR Bloomberg 1-3 Month T-Bill | Sell - Position Exit | -5,072-100.0% |
Q4 2024Dec 31, 2024 | KSPI Joint Stock Company Kaspi.kz - | Sell | -5,266-62.9% |
Q4 2024Dec 31, 2024 | ALGN Align Technology, Inc. | Sell | -5,711-55.9% |
Q4 2024Dec 31, 2024 | EXLS ExlService Holdings, Inc. | Sell | -6,355-2.0% |
Q4 2024Dec 31, 2024 | BL BlackLine, Inc. | Sell | -6,506-9.4% |
Q4 2024Dec 31, 2024 | AMN AMN Healthcare Services Inc | Sell | -6,670-14.9% |
Q4 2024Dec 31, 2024 | TECH Bio-Techne Corp | Sell | -6,683-24.4% |
Q4 2024Dec 31, 2024 | CATH Global X S&P 500 Catholic Value | Sell | -7,125-13.0% |
Q4 2024Dec 31, 2024 | EPAM EPAM Systems, Inc. | Sell | -7,268-35.1% |
Q4 2024Dec 31, 2024 | AZPN Aspen Technology, Inc. | Sell - Position Exit | -7,483-100.0% |
Q4 2024Dec 31, 2024 | ETSY Etsy, Inc. | Sell | -9,701-39.2% |
Q4 2024Dec 31, 2024 | DT Dynatrace, Inc. | Sell | -9,770-25.2% |
Q4 2024Dec 31, 2024 | DAVA Endava plc | Sell - Position Exit | -9,776-100.0% |
Q4 2024Dec 31, 2024 | IVV iShares Core S&P 500 ETF | Sell - Position Exit | -10,746-100.0% |
Q4 2024Dec 31, 2024 | CNM Core & Main, Inc. | Sell | -11,670-7.9% |
Q4 2024Dec 31, 2024 | MODG Topgolf Callaway Brands Corp. | Sell | -12,506-13.0% |
Q4 2024Dec 31, 2024 | SGOV iShares 0-3 Month Treasury Bond | Sell | -12,957-69.9% |
Q4 2024Dec 31, 2024 | GNRC Generac Holdlings Inc. | Sell | -13,486-23.3% |
Q4 2024Dec 31, 2024 | UL Unilever PLC | Sell | -13,682-5.3% |
Q4 2024Dec 31, 2024 | YETI YETI Holdings, Inc. | Sell | -15,179-13.4% |
Q4 2024Dec 31, 2024 | CRM Salesforce, Inc. | Sell | -16,128-45.2% |
Q4 2024Dec 31, 2024 | ADP Automatic Data Processing, Inc. | Sell | -18,403-9.3% |
Q4 2024Dec 31, 2024 | GSHD Goosehead Insurance, Inc. | Sell | -21,548-20.4% |
Q4 2024Dec 31, 2024 | PDD PDD Holdings Inc. | Sell | -26,958-28.7% |
Q4 2024Dec 31, 2024 | FOXF Fox Factory Holding Corp. | Sell | -27,450-39.9% |