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 |
|---|---|---|---|
Q3 2024Sep 30, 2024 | AZPN Aspen Technology, Inc. | Sell | -2,370-24.1% |
Q3 2024Sep 30, 2024 | MEDP Medpace Holdings, Inc. | Sell | -2,377-13.7% |
Q3 2024Sep 30, 2024 | MPWR Monolithic Power Systems, Inc. | Sell - Position Exit | -2,442-100.0% |
Q3 2024Sep 30, 2024 | PYPL PayPal Holdings, Inc. | Sell | -3,957-31.0% |
Q3 2024Sep 30, 2024 | EEFT Euronet Worldwide, Inc. | Sell | -4,783-7.4% |
Q3 2024Sep 30, 2024 | BWMN Bowman Consulting Group Ltd. | Sell | -4,959-10.7% |
Q3 2024Sep 30, 2024 | EPAM EPAM Systems, Inc. | Sell | -5,053-19.6% |
Q3 2024Sep 30, 2024 | QLYS Qualys, Inc. | Sell | -5,064-19.8% |
Q3 2024Sep 30, 2024 | YETI YETI Holdings, Inc. | Sell | -7,396-6.1% |
Q3 2024Sep 30, 2024 | TECH Bio-Techne Corp | Sell | -8,014-22.6% |
Q3 2024Sep 30, 2024 | ETSY Etsy, Inc. | Sell | -8,187-24.9% |
Q3 2024Sep 30, 2024 | RH RH | Sell - Position Exit | -8,283-100.0% |
Q3 2024Sep 30, 2024 | DAVA Endava plc | Sell | -9,154-48.4% |
Q3 2024Sep 30, 2024 | OPCH Option Care Health, Inc. | Sell | -9,247-6.0% |
Q3 2024Sep 30, 2024 | ALGN Align Technology, Inc. | Sell | -9,791-48.9% |
Q3 2024Sep 30, 2024 | ALRM Alarm.com Holdings, Inc. | Sell | -9,841-7.7% |
Q3 2024Sep 30, 2024 | FCX Freeport-McMoRan, Inc. | Sell - Position Exit | -10,419-100.0% |
Q3 2024Sep 30, 2024 | CNM Core & Main, Inc. | Sell | -11,592-7.3% |
Q3 2024Sep 30, 2024 | FOXF Fox Factory Holding Corp. | Sell | -11,818-14.7% |
Q3 2024Sep 30, 2024 | DT Dynatrace, Inc. | Sell | -12,292-24.1% |
Q3 2024Sep 30, 2024 | GNRC Generac Holdlings Inc. | Sell | -13,086-18.4% |
Q3 2024Sep 30, 2024 | HLI Houlihan Lokey, Inc. | Sell | -14,065-17.1% |
Q3 2024Sep 30, 2024 | HDB HDFC Bank Limited | Sell | -14,389-1.7% |
Q3 2024Sep 30, 2024 | FIVE Five Below, Inc. | Sell | -15,780-75.9% |
Q3 2024Sep 30, 2024 | AMN AMN Healthcare Services Inc | Sell | -16,969-27.5% |
Q3 2024Sep 30, 2024 | APPF AppFolio, Inc. | Sell - Position Exit | -17,855-100.0% |
Q3 2024Sep 30, 2024 | HLNE Hamilton Lane Incorporated | Sell | -22,395-28.6% |
Q3 2024Sep 30, 2024 | GSHD Goosehead Insurance, Inc. | Sell | -23,195-18.0% |
Q3 2024Sep 30, 2024 | SKIL Skillsoft Corp. | Sell | -30,368-41.5% |
Q3 2024Sep 30, 2024 | VONG Vanguard Russell 1000 Growth ET | Sell - Position Exit | -34,536-100.0% |