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

As of Jun 30, 2018, the Polen Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 2026. 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

Page 1 of 2