David M. Polen - Polen Capital Management 13F Activity & Position Changes (Q4 2018)

As of Dec 31, 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 Q4 2018, the filing reported:

New Buys - Floor & Decor Holdings, Inc., Inogen, Inc

Increases - Accenture plc, Adobe Inc., Automatic Data Processing, Inc., Alarm.com Holdings, Inc., AMN Healthcare Services Inc, and 39 more

Reductions - Align Technology, Inc., Booking Holdings Inc. Common St, Five Below, Inc., Gartner, Inc., Nike, Inc., and 3 more

Complete Exits - Monolithic Power Systems, 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
Q4 2018	ACN Accenture plc	Accenture plc	Buy	+157,374	+3.0%	$749.91K	5,318,111
Q4 2018	ADBE Adobe Inc.	Adobe Inc.	Buy	+167,321	+4.1%	$952.38K	4,209,605
Q4 2018	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+226,969	+3.2%	$967.20K	7,376,430
Q4 2018	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-397,794	-18.8%	$358.82K	1,713,303
Q4 2018	ALRM Alarm.com Holdings, Inc.	Alarm.com Holdings, Inc.	Buy	+4,963	+47.7%	$798.00	15,375
Q4 2018	AMN AMN Healthcare Services Inc	AMN Healthcare Services Inc	Buy	+3,707	+46.9%	$658.00	11,609
Q4 2018	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+30,526	+39.3%	$14.84K	108,292
Q4 2018	BIDU Baidu, Inc.	Baidu, Inc.	Buy	+6,267	+19.3%	$6.13K	38,666
Q4 2018	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Sell	-2,073	-0.9%	$404.31K	234,731
Q4 2018	BLKB Blackbaud, Inc.	Blackbaud, Inc.	Buy	+3,043	+44.9%	$617.00	9,814
Q4 2018	CHKP Check Point	Check Point	Buy	+8,796	+19.5%	$5.52K	53,811
Q4 2018	DG Dollar General Corporation	Dollar General Corporation	Buy	+105,776	+1.5%	$773.37K	7,155,529
Q4 2018	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Buy	+1,793	+46.7%	$577.00	5,635
Q4 2018	EPAM EPAM Systems, Inc.	EPAM Systems, Inc.	Buy	+1,268	+47.1%	$460.00	3,961
Q4 2018	EXLS ExlService Holdings, Inc.	ExlService Holdings, Inc.	Buy	+2,975	+46.7%	$492.00	9,350
Q4 2018	FIVE Five Below, Inc.	Five Below, Inc.	Sell	-454	-9.5%	$440.00	4,301
Q4 2018	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Buy - Position Entry	+19,650	-	$509.00	19,650
Q4 2018	FOXF Fox Factory Holding Corp.	Fox Factory Holding Corp.	Buy	+7,530	+46.9%	$1.39K	23,599
Q4 2018	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+25,068	+2.5%	$1.08M	1,039,199
Q4 2018	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+13,899	+4.0%	$375.74K	359,569
Q4 2018	HCSG Healthcare Services Group, Inc.	Healthcare Services Group, Inc.	Buy	+5,336	+47.0%	$670.00	16,678
Q4 2018	ICLR ICON	ICON	Buy	+16,114	+19.5%	$12.74K	98,614
Q4 2018	INGN Inogen, Inc	Inogen, Inc	Buy - Position Entry	+1,794	-	$223.00	1,794
Q4 2018	IT Gartner, Inc.	Gartner, Inc.	Sell	-993,433	-18.1%	$575.18K	4,499,201
Q4 2018	IWF iShares Russell 1000 Growth ETF	iShares Russell 1000 Growth ETF	Buy	+184,799	+644.9%	$27.94K	213,454
Q4 2018	L44385109 Globant	Globant	Buy	+8,911	+103.7%	$986.00	17,504
Q4 2018	LFUS Littelfuse, Inc.	Littelfuse, Inc.	Buy	+1,227	+45.0%	$678.00	3,951
Q4 2018	LMAT LeMaitre Vascular, Inc.	LeMaitre Vascular, Inc.	Buy	+11,551	+87.6%	$585.00	24,734
Q4 2018	LOPE Grand Canyon Education, Inc.	Grand Canyon Education, Inc.	Buy	+2,396	+44.9%	$743.00	7,728
Q4 2018	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+704,133	+38.9%	$474.11K	2,513,147

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