David M. Polen - Polen Capital Management 13F Activity & Position Changes (Q2 2018)

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 Jun 30, 2018. 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 Q2 2018, the filing reported:

New Buys - Globant, Prestige Consumer Healthcare In

Increases - Accenture plc, Automatic Data Processing, Inc., Alarm.com Holdings, Inc., AMN Healthcare Services Inc, Alibaba Group Holding Limited, and 37 more

Reductions - Adobe Inc., Align Technology, Inc., Check Point, iShares Russell 1000 Growth ETF, MarketAxess Holdings, Inc., and 3 more

Complete Exits - None reported

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
Q2 2018	ACN Accenture plc	Accenture plc	Buy	+75,613	+1.5%	$838.30K	5,124,412
Q2 2018	ADBE Adobe Inc.	Adobe Inc.	Sell	-892,102	-13.8%	$1.36M	5,569,384
Q2 2018	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+84,493	+1.2%	$958.69K	7,146,946
Q2 2018	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-301,609	-11.3%	$809.77K	2,366,768
Q2 2018	ALRM Alarm.com Holdings, Inc.	Alarm.com Holdings, Inc.	Buy	+1,031	+12.1%	$385.00	9,546
Q2 2018	AMN AMN Healthcare Services Inc	AMN Healthcare Services Inc	Buy	+782	+12.1%	$424.00	7,241
Q2 2018	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+4,392	+8.9%	$9.94K	53,594
Q2 2018	BIDU Baidu, Inc.	Baidu, Inc.	Buy	+1,870	+9.0%	$5.52K	22,723
Q2 2018	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Buy	+4,202	+1.8%	$470.73K	232,221
Q2 2018	BLKB Blackbaud, Inc.	Blackbaud, Inc.	Buy	+678	+12.3%	$636.00	6,208
Q2 2018	CHKP Check Point	Check Point	Sell	-17,601	-33.1%	$3.47K	35,553
Q2 2018	DG Dollar General Corporation	Dollar General Corporation	Buy	+255,240	+3.8%	$691.40K	7,012,185
Q2 2018	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Buy	+385	+12.3%	$295.00	3,523
Q2 2018	EPAM EPAM Systems, Inc.	EPAM Systems, Inc.	Buy	+264	+12.0%	$306.00	2,465
Q2 2018	EXLS ExlService Holdings, Inc.	ExlService Holdings, Inc.	Buy	+636	+12.2%	$331.00	5,845
Q2 2018	FIVE Five Below, Inc.	Five Below, Inc.	Buy	+1,208	+31.2%	$497.00	5,086
Q2 2018	FOXF Fox Factory Holding Corp.	Fox Factory Holding Corp.	Buy	+1,601	+12.2%	$685.00	14,722
Q2 2018	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+16,954	+1.7%	$1.12M	1,007,682
Q2 2018	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+3,111	+0.9%	$390.32K	345,666
Q2 2018	HCSG Healthcare Services Group, Inc.	Healthcare Services Group, Inc.	Buy	+1,125	+12.1%	$449.00	10,390
Q2 2018	ICLR ICON	ICON	Buy	+5,291	+8.8%	$8.64K	65,218
Q2 2018	IT Gartner, Inc.	Gartner, Inc.	Buy	+93,895	+1.7%	$729.28K	5,487,422
Q2 2018	IWF iShares Russell 1000 Growth ETF	iShares Russell 1000 Growth ETF	Sell	-18,332	-42.9%	$3.51K	24,438
Q2 2018	L44385109 Globant	Globant	Buy - Position Entry	+7,869	-	$447.00	7,869
Q2 2018	LFUS Littelfuse, Inc.	Littelfuse, Inc.	Buy	+268	+12.0%	$569.00	2,493
Q2 2018	LMAT LeMaitre Vascular, Inc.	LeMaitre Vascular, Inc.	Buy	+1,941	+24.5%	$330.00	9,849
Q2 2018	LOPE Grand Canyon Education, Inc.	Grand Canyon Education, Inc.	Buy	+528	+12.1%	$545.00	4,883
Q2 2018	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+40,770	+1.7%	$475.15K	2,417,823
Q2 2018	MASI Masimo Corporation	Masimo Corporation	Buy	+384	+12.1%	$347.00	3,552
Q2 2018	MDT Medtronic	Medtronic	Buy	+4,452	+8.8%	$4.73K	55,279

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