David M. Polen - Polen Capital Management 13F Activity & Position Changes (Q3 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 Sep 30, 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 Q3 2019, the filing reported:

New Buys - Abbott Laboratories, AppFolio, Inc., MSCI Inc.

Increases - Accenture plc, Adobe Inc., Automatic Data Processing, Inc., Align Technology, Inc., Alarm.com Holdings, Inc., and 46 more

Reductions - iShares Russell 1000 Growth ETF, Starbucks Corporation

Complete Exits - Inogen, 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 2019	ABT Abbott Laboratories	Abbott Laboratories	Buy - Position Entry	+121,639	-	$10.18K	121,639
Q3 2019	ACN Accenture plc	Accenture plc	Buy	+257,820	+4.4%	$1.17M	6,099,712
Q3 2019	ADBE Adobe Inc.	Adobe Inc.	Buy	+200,321	+4.3%	$1.33M	4,811,910
Q3 2019	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+201,860	+4.3%	$787.43K	4,878,159
Q3 2019	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+177,178	+6.8%	$503.05K	2,780,515
Q3 2019	ALRM Alarm.com Holdings, Inc.	Alarm.com Holdings, Inc.	Buy	+139	+0.8%	$829.00	17,769
Q3 2019	ALTR Altair Engineering Inc.	Altair Engineering Inc.	Buy	+7,466	+61.0%	$682.00	19,708
Q3 2019	AMN AMN Healthcare Services Inc	AMN Healthcare Services Inc	Buy	+150	+1.1%	$779.00	13,540
Q3 2019	APPF AppFolio, Inc.	AppFolio, Inc.	Buy - Position Entry	+8,209	-	$781.00	8,209
Q3 2019	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+78,026	+36.5%	$48.79K	291,745
Q3 2019	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Buy	+12,295	+4.9%	$512.22K	260,988
Q3 2019	BLKB Blackbaud, Inc.	Blackbaud, Inc.	Buy	+178	+1.1%	$1.47K	16,297
Q3 2019	CHKP Check Point	Check Point	Buy	+40,856	+50.2%	$13.38K	122,199
Q3 2019	DG Dollar General Corporation	Dollar General Corporation	Buy	+191,182	+3.2%	$993.81K	6,252,710
Q3 2019	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Buy	+80	+1.2%	$963.00	6,580
Q3 2019	EPAM EPAM Systems, Inc.	EPAM Systems, Inc.	Buy	+55	+1.2%	$843.00	4,625
Q3 2019	EXLS ExlService Holdings, Inc.	ExlService Holdings, Inc.	Buy	+239	+2.2%	$732.00	10,927
Q3 2019	FIVE Five Below, Inc.	Five Below, Inc.	Buy	+52	+1.0%	$634.00	5,028
Q3 2019	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Buy	+278	+1.2%	$1.17K	22,949
Q3 2019	FOXF Fox Factory Holding Corp.	Fox Factory Holding Corp.	Buy	+221	+0.8%	$1.72K	27,563
Q3 2019	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+44,057	+3.3%	$1.66M	1,363,684
Q3 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+12,461	+3.2%	$486.49K	398,393
Q3 2019	ICLR ICON	ICON	Buy	+74,704	+50.1%	$32.97K	223,758
Q3 2019	INGN Inogen, Inc	Inogen, Inc	Sell - Position Exit	-5,083	-100.0%	$0.00	-
Q3 2019	IT Gartner, Inc.	Gartner, Inc.	Buy	+220,059	+4.4%	$739.97K	5,175,006
Q3 2019	IWF iShares Russell 1000 Growth ETF	iShares Russell 1000 Growth ETF	Sell	-5,883	-11.4%	$7.27K	45,549
Q3 2019	L44385109 Globant	Globant	Buy	+1,047	+4.9%	$2.04K	22,221
Q3 2019	LFUS Littelfuse, Inc.	Littelfuse, Inc.	Buy	+70	+1.5%	$829.00	4,675
Q3 2019	LMAT LeMaitre Vascular, Inc.	LeMaitre Vascular, Inc.	Buy	+455	+1.6%	$1.00K	29,336
Q3 2019	LOPE Grand Canyon Education, Inc.	Grand Canyon Education, Inc.	Buy	+114	+1.3%	$898.00	9,145

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