David M. Polen - Polen Capital Management 13F Activity & Position Changes (Q1 2019)

According to the SEC 13F filed on Aug 04, 2026, the Polen Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2019. 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 Q1 2019, the filing reported:

New Buys - Altair Engineering Inc., MEDIFAST INC, PayPal Holdings, Inc.

Increases - Accenture plc, Adobe Inc., Align Technology, Inc., Alarm.com Holdings, Inc., AMN Healthcare Services Inc, and 43 more

Reductions - Automatic Data Processing, Inc., iShares Russell 1000 Growth ETF, O'Reilly Automotive, Inc., Paycom Software, Inc.

Complete Exits - NVIDIA Corporation, Prestige Consumer Healthcare In

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2019	ACN Accenture plc	Accenture plc	Buy	+334,258	+6.3%	$994.93K	5,652,369
Q1 2019	ADBE Adobe Inc.	Adobe Inc.	Buy	+266,458	+6.3%	$1.19M	4,476,063
Q1 2019	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-1,280,513	-17.4%	$973.76K	6,095,917
Q1 2019	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+778,743	+45.5%	$708.56K	2,492,046
Q1 2019	ALRM Alarm.com Holdings, Inc.	Alarm.com Holdings, Inc.	Buy	+957	+6.2%	$1.06K	16,332
Q1 2019	ALTR Altair Engineering Inc.	Altair Engineering Inc.	Buy - Position Entry	+11,364	-	$418.00	11,364
Q1 2019	AMN AMN Healthcare Services Inc	AMN Healthcare Services Inc	Buy	+790	+6.8%	$584.00	12,399
Q1 2019	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+29,000	+26.8%	$25.05K	137,292
Q1 2019	BIDU Baidu, Inc.	Baidu, Inc.	Buy	+6,562	+17.0%	$7.46K	45,228
Q1 2019	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Buy	+5,858	+2.5%	$419.81K	240,589
Q1 2019	BLKB Blackbaud, Inc.	Blackbaud, Inc.	Buy	+5,108	+52.0%	$1.19K	14,922
Q1 2019	CHKP Check Point	Check Point	Buy	+8,973	+16.7%	$7.94K	62,784
Q1 2019	DG Dollar General Corporation	Dollar General Corporation	Buy	+408,949	+5.7%	$902.44K	7,564,478
Q1 2019	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Buy	+394	+7.0%	$860.00	6,029
Q1 2019	EPAM EPAM Systems, Inc.	EPAM Systems, Inc.	Buy	+275	+6.9%	$716.00	4,236
Q1 2019	EXLS ExlService Holdings, Inc.	ExlService Holdings, Inc.	Buy	+656	+7.0%	$601.00	10,006
Q1 2019	FIVE Five Below, Inc.	Five Below, Inc.	Buy	+302	+7.0%	$572.00	4,603
Q1 2019	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Buy	+1,358	+6.9%	$866.00	21,008
Q1 2019	FOXF Fox Factory Holding Corp.	Fox Factory Holding Corp.	Buy	+1,648	+7.0%	$1.76K	25,247
Q1 2019	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+66,704	+6.4%	$1.30M	1,105,903
Q1 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+19,883	+5.5%	$446.57K	379,452
Q1 2019	HCSG Healthcare Services Group, Inc.	Healthcare Services Group, Inc.	Buy	+1,145	+6.9%	$588.00	17,823
Q1 2019	ICLR ICON	ICON	Buy	+16,403	+16.6%	$15.71K	115,017
Q1 2019	INGN Inogen, Inc	Inogen, Inc	Buy	+2,885	+160.8%	$446.00	4,679
Q1 2019	IT Gartner, Inc.	Gartner, Inc.	Buy	+301,142	+6.7%	$728.12K	4,800,343
Q1 2019	IWF iShares Russell 1000 Growth ETF	iShares Russell 1000 Growth ETF	Sell	-184,383	-86.4%	$4.40K	29,071
Q1 2019	L44385109 Globant	Globant	Buy	+1,992	+11.4%	$1.39K	19,496
Q1 2019	LFUS Littelfuse, Inc.	Littelfuse, Inc.	Buy	+329	+8.3%	$781.00	4,280
Q1 2019	LMAT LeMaitre Vascular, Inc.	LeMaitre Vascular, Inc.	Buy	+2,131	+8.6%	$833.00	26,865
Q1 2019	LOPE Grand Canyon Education, Inc.	Grand Canyon Education, Inc.	Buy	+646	+8.4%	$959.00	8,374

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