David M. Polen - Polen Capital Management 13F Activity & Position Changes (Q1 2023)

As of Mar 31, 2023, the Polen Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 11, 2023. 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 2023, the filing reported:

New Buys - Alight, Inc., Autohome Inc., DocGo Inc., EPAM Systems, Inc., Evertec, Inc., and 3 more

Increases - Airbnb, Inc., Automatic Data Processing, Inc., Amazon.com, Inc., Bumble Inc., CCC Intelligent Solutions Holdi, and 15 more

Reductions - Abbott Laboratories, Accenture plc, iShares MSCI ACWI ETF, iShares MSCI ACWI ex U.S. ETF, Adobe Inc., and 59 more

Complete Exits - Azenta, Inc., iShares Core S&P U.S. Growth ET, iShares Russell 2000 ETF, Olaplex Holdings, Inc., Starbucks Corporation

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 2023	ABNB Airbnb, Inc.	Airbnb, Inc.	Buy	+74,291	+0.6%	$1.48B	11,902,558
Q1 2023	ABT Abbott Laboratories	Abbott Laboratories	Sell	-369,295	-2.5%	$1.44B	14,249,447
Q1 2023	ACN Accenture plc	Accenture plc	Sell	-111,093	-2.0%	$1.53B	5,346,794
Q1 2023	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Sell	-332,267	-75.1%	$10.07M	110,412
Q1 2023	ACWX iShares MSCI ACWI ex U.S. ETF	iShares MSCI ACWI ex U.S. ETF	Sell	-339,493	-79.6%	$4.24M	86,931
Q1 2023	ADBE Adobe Inc.	Adobe Inc.	Sell	-1,420,086	-22.6%	$1.87B	4,850,130
Q1 2023	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+2,371	+0.4%	$119.65M	537,453
Q1 2023	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-40,399	-0.5%	$1.64B	7,867,086
Q1 2023	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-52,658	-3.1%	$541.78M	1,621,415
Q1 2023	ALIT Alight, Inc.	Alight, Inc.	Buy - Position Entry	+747,548	-	$6.88M	747,548
Q1 2023	ALRM Alarm.com Holdings, Inc.	Alarm.com Holdings, Inc.	Sell	-820	-0.5%	$7.56M	150,357
Q1 2023	ALTR Altair Engineering Inc.	Altair Engineering Inc.	Sell	-44,468	-38.8%	$5.06M	70,197
Q1 2023	AMN AMN Healthcare Services Inc	AMN Healthcare Services Inc	Sell	-995	-2.8%	$2.87M	34,652
Q1 2023	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+9,734,356	+27.7%	$4.64B	44,882,757
Q1 2023	AON Aon Plc	Aon Plc	Sell	-173,866	-17.4%	$259.96M	824,504
Q1 2023	APPF AppFolio, Inc.	AppFolio, Inc.	Sell	-1,146	-1.9%	$7.21M	57,940
Q1 2023	ASML ASML	ASML	Sell	-2,516	-3.7%	$45.08M	66,229
Q1 2023	ATHM Autohome Inc.	Autohome Inc.	Buy - Position Entry	+500,307	-	$16.75M	500,307
Q1 2023	AZPN Aspen Technology, Inc.	Aspen Technology, Inc.	Sell	-292	-3.4%	$1.89M	8,257
Q1 2023	AZTA Azenta, Inc.	Azenta, Inc.	Sell - Position Exit	-100,954	-100.0%	$0.00	-
Q1 2023	BL BlackLine, Inc.	BlackLine, Inc.	Sell	-851	-0.7%	$8.21M	122,239
Q1 2023	BMBL Bumble Inc.	Bumble Inc.	Buy	+63,452	+20.4%	$7.31M	373,905
Q1 2023	CATH Global X S&P 500 Catholic Value	Global X S&P 500 Catholic Value	Sell	-184,322	-77.7%	$2.66M	52,892
Q1 2023	CCCS CCC Intelligent Solutions Holdi	CCC Intelligent Solutions Holdi	Buy	+461,948	+221.2%	$6.02M	670,775
Q1 2023	CPRT Copart, Inc.	Copart, Inc.	Sell	-1,371	-3.6%	$2.74M	36,443
Q1 2023	CRL Charles River Laboratories Inte	Charles River Laboratories Inte	Sell	-219	-3.9%	$1.10M	5,469
Q1 2023	CRM Salesforce, Inc.	Salesforce, Inc.	Buy	+34,228	+0.3%	$2.10B	10,514,664
Q1 2023	DAVA Endava plc	Endava plc	Sell	-1,102	-1.0%	$7.31M	108,876
Q1 2023	DCGO DocGo Inc.	DocGo Inc.	Buy - Position Entry	+367,513	-	$3.18M	367,513
Q1 2023	DLO Dlocal	Dlocal	Buy	+856,374	+2055.6%	$14.57M	898,034

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