David M. Polen - Polen Capital Management 13F Activity & Position Changes (Q3 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 Sep 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 Q3 2018, the filing reported:

New Buys - NVIDIA Corporation, RELX PLC PLC

Increases - Accenture plc, Automatic Data Processing, Inc., Alarm.com Holdings, Inc., AMN Healthcare Services Inc, Alibaba Group Holding Limited, and 40 more

Reductions - Adobe Inc., Align Technology, Inc., Five Below, Inc., Mastercard Incorporated, Oracle Corporation, and 1 more

Complete Exits - MarketAxess Holdings, Inc.

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
Q3 2018	ACN Accenture plc	Accenture plc	Buy	+36,325	+0.7%	$878.36K	5,160,737
Q3 2018	ADBE Adobe Inc.	Adobe Inc.	Sell	-1,527,100	-27.4%	$1.09M	4,042,284
Q3 2018	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+2,515	+0.0%	$1.08M	7,149,461
Q3 2018	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-255,671	-10.8%	$825.90K	2,111,097
Q3 2018	ALRM Alarm.com Holdings, Inc.	Alarm.com Holdings, Inc.	Buy	+866	+9.1%	$598.00	10,412
Q3 2018	AMN AMN Healthcare Services Inc	AMN Healthcare Services Inc	Buy	+661	+9.1%	$432.00	7,902
Q3 2018	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+24,172	+45.1%	$12.81K	77,766
Q3 2018	BIDU Baidu, Inc.	Baidu, Inc.	Buy	+9,676	+42.6%	$7.41K	32,399
Q3 2018	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Buy	+4,583	+2.0%	$469.82K	236,804
Q3 2018	BLKB Blackbaud, Inc.	Blackbaud, Inc.	Buy	+563	+9.1%	$687.00	6,771
Q3 2018	CHKP Check Point	Check Point	Buy	+9,462	+26.6%	$5.30K	45,015
Q3 2018	DG Dollar General Corporation	Dollar General Corporation	Buy	+37,568	+0.5%	$770.54K	7,049,753
Q3 2018	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Buy	+319	+9.1%	$385.00	3,842
Q3 2018	EPAM EPAM Systems, Inc.	EPAM Systems, Inc.	Buy	+228	+9.2%	$371.00	2,693
Q3 2018	EXLS ExlService Holdings, Inc.	ExlService Holdings, Inc.	Buy	+530	+9.1%	$422.00	6,375
Q3 2018	FIVE Five Below, Inc.	Five Below, Inc.	Sell	-331	-6.5%	$618.00	4,755
Q3 2018	FOXF Fox Factory Holding Corp.	Fox Factory Holding Corp.	Buy	+1,347	+9.1%	$1.13K	16,069
Q3 2018	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+6,449	+0.6%	$1.21M	1,014,131
Q3 2018	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+4	+0.0%	$417.25K	345,670
Q3 2018	HCSG Healthcare Services Group, Inc.	Healthcare Services Group, Inc.	Buy	+952	+9.2%	$461.00	11,342
Q3 2018	ICLR ICON	ICON	Buy	+17,282	+26.5%	$12.68K	82,500
Q3 2018	IT Gartner, Inc.	Gartner, Inc.	Buy	+5,212	+0.1%	$870.58K	5,492,634
Q3 2018	IWF iShares Russell 1000 Growth ETF	iShares Russell 1000 Growth ETF	Buy	+4,217	+17.3%	$4.47K	28,655
Q3 2018	L44385109 Globant	Globant	Buy	+724	+9.2%	$507.00	8,593
Q3 2018	LFUS Littelfuse, Inc.	Littelfuse, Inc.	Buy	+231	+9.3%	$539.00	2,724
Q3 2018	LMAT LeMaitre Vascular, Inc.	LeMaitre Vascular, Inc.	Buy	+3,334	+33.9%	$511.00	13,183
Q3 2018	LOPE Grand Canyon Education, Inc.	Grand Canyon Education, Inc.	Buy	+449	+9.2%	$601.00	5,332
Q3 2018	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-608,809	-25.2%	$402.70K	1,809,014
Q3 2018	MASI Masimo Corporation	Masimo Corporation	Buy	+322	+9.1%	$482.00	3,874
Q3 2018	MDT Medtronic	Medtronic	Buy	+14,726	+26.6%	$6.89K	70,005

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