David M. Polen - Polen Capital Management Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Mar 31, 2025
Filing Date		May 12, 2025
Total Stocks		117
Portfolio Value		$31.85B

Polen Capital Management Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q1 2018Mar 31, 2018	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Buy	+101,712+3.8%	$689.32K	2,786,484
Q1 2018Mar 31, 2018	ADBE Adobe Inc.	Adobe Inc.	Buy	+99,181+1.6%	$1.40M	6,461,486
Q1 2018Mar 31, 2018	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+46,871+1.8%	$670.11K	2,668,377
Q1 2018Mar 31, 2018	REGN Regeneron Pharmaceuticals, Inc.	Regeneron Pharmaceuticals, Inc.	Buy	+29,596+2.1%	$488.69K	1,419,141
Q1 2018Mar 31, 2018	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+29,538+1.3%	$416.37K	2,377,053
Q1 2018Mar 31, 2018	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+21,615+2.2%	$1.02M	990,728
Q1 2018Mar 31, 2018	UL Unilever PLC	Unilever PLC	Buy	+21,526+26.8%	$5.66K	101,812
Q1 2018Mar 31, 2018	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+10,211+26.2%	$9.03K	49,202
Q1 2018Mar 31, 2018	SAP SAP SE	SAP SE	Buy	+10,143+26.8%	$5.05K	48,028
Q1 2018Mar 31, 2018	LMAT LeMaitre Vascular, Inc.	LeMaitre Vascular, Inc.	Buy - Position Entry	+7,908	$287.00	7,908
Q1 2018Mar 31, 2018	BIDU Baidu, Inc.	Baidu, Inc.	Buy	+4,942+31.1%	$4.65K	20,853
Q1 2018Mar 31, 2018	FOXF Fox Factory Holding Corp.	Fox Factory Holding Corp.	Buy	+3,919+42.6%	$458.00	13,121
Q1 2018Mar 31, 2018	FIVE Five Below, Inc.	Five Below, Inc.	Buy - Position Entry	+3,878	$284.00	3,878
Q1 2018Mar 31, 2018	NVO Novo Nordisk A/S	Novo Nordisk A/S	Buy	+3,714+19.8%	$1.10K	22,433
Q1 2018Mar 31, 2018	OLLI Ollie's Bargain Outlet Holdings	Ollie's Bargain Outlet Holdings	Buy	+3,513+42.4%	$712.00	11,802
Q1 2018Mar 31, 2018	MASI Masimo Corporation	Masimo Corporation	Buy - Position Entry	+3,168	$279.00	3,168
Q1 2018Mar 31, 2018	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Buy - Position Entry	+3,138	$248.00	3,138
Q1 2018Mar 31, 2018	HCSG Healthcare Services Group, Inc.	Healthcare Services Group, Inc.	Buy	+2,766+42.6%	$403.00	9,265
Q1 2018Mar 31, 2018	NEOG Neogen Corporation	Neogen Corporation	Buy	+2,728+89.9%	$386.00	5,763
Q1 2018Mar 31, 2018	ALRM Alarm.com Holdings, Inc.	Alarm.com Holdings, Inc.	Buy	+2,526+42.2%	$322.00	8,515
Q1 2018Mar 31, 2018	EPAM EPAM Systems, Inc.	EPAM Systems, Inc.	Buy - Position Entry	+2,201	$252.00	2,201
Q1 2018Mar 31, 2018	AMN AMN Healthcare Services Inc	AMN Healthcare Services Inc	Buy	+1,922+42.4%	$367.00	6,459
Q1 2018Mar 31, 2018	TXRH Texas Roadhouse, Inc.	Texas Roadhouse, Inc.	Buy	+1,757+42.3%	$342.00	5,915
Q1 2018Mar 31, 2018	BLKB Blackbaud, Inc.	Blackbaud, Inc.	Buy	+1,650+42.5%	$563.00	5,530
Q1 2018Mar 31, 2018	EXLS ExlService Holdings, Inc.	ExlService Holdings, Inc.	Buy	+1,551+42.4%	$291.00	5,209
Q1 2018Mar 31, 2018	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+1,541+0.5%	$355.28K	342,555
Q1 2018Mar 31, 2018	PAYC Paycom Software, Inc.	Paycom Software, Inc.	Buy	+1,456+42.4%	$525.00	4,889
Q1 2018Mar 31, 2018	POOL Pool Corporation	Pool Corporation	Buy	+1,440+42.4%	$707.00	4,835
Q1 2018Mar 31, 2018	LOPE Grand Canyon Education, Inc.	Grand Canyon Education, Inc.	Buy	+1,298+42.5%	$457.00	4,355
Q1 2018Mar 31, 2018	TREX Trex Company, Inc.	Trex Company, Inc.	Buy	+1,158+42.4%	$423.00	3,888

Page 78 of 94 • 2792 total trades

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