David M. Polen - Polen Capital Management 13F Activity & Position Changes (Q3 2019)

As of Sep 30, 2019, 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 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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