David M. Polen - Polen Capital Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 12, 2025 | |
| Total Stocks | 117 | |
| Portfolio Value | $31.85B |
Polen Capital Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | FIX Comfort Systems USA, Inc. | Sell - Position Exit | -1,166-100.0% |
Q2 2025Jun 30, 2025 | SPY SPDR S&P 500 | Sell - Position Exit | -1,448-100.0% |
Q2 2025Jun 30, 2025 | WING Wingstop Inc. | Sell - Position Exit | -1,476-100.0% |
Q2 2025Jun 30, 2025 | IWO iShares Russell 2000 Growth ETF | Sell - Position Exit | -1,528-100.0% |
Q2 2025Jun 30, 2025 | MANH Manhattan Associates, Inc. | Sell - Position Exit | -2,226-100.0% |
Q2 2025Jun 30, 2025 | ADSK Autodesk, Inc. | Sell - Position Exit | -2,455-100.0% |
Q2 2025Jun 30, 2025 | SAIA Saia, Inc. | Sell - Position Exit | -2,464-100.0% |
Q2 2025Jun 30, 2025 | IOO iShares Global 100 ETF | Sell - Position Exit | -2,474-100.0% |
Q2 2025Jun 30, 2025 | MORN Morningstar, Inc. | Sell - Position Exit | -3,534-100.0% |
Q2 2025Jun 30, 2025 | MKTX MarketAxess Holdings, Inc. | Sell - Position Exit | -4,046-100.0% |
Q2 2025Jun 30, 2025 | KNSL Kinsale Capital Group, Inc. | Sell - Position Exit | -4,262-100.0% |
Q2 2025Jun 30, 2025 | NTES NetEase, Inc. | Sell - Position Exit | -4,321-100.0% |
Q2 2025Jun 30, 2025 | BLD TopBuild Corp. | Sell - Position Exit | -4,931-100.0% |
Q2 2025Jun 30, 2025 | PYPL PayPal Holdings, Inc. | Sell - Position Exit | -4,943-100.0% |
Q2 2025Jun 30, 2025 | BIL SPDR Bloomberg 1-3 Month T-Bill | Sell - Position Exit | -5,242-100.0% |
Q2 2025Jun 30, 2025 | POOL Pool Corporation | Sell - Position Exit | -5,617-100.0% |
Q2 2025Jun 30, 2025 | NKE Nike, Inc. | Sell - Position Exit | -6,209-100.0% |
Q2 2025Jun 30, 2025 | CIGI Colliers International Group In | Sell - Position Exit | -7,933-100.0% |
Q2 2025Jun 30, 2025 | CRM Salesforce, Inc. | Sell - Position Exit | -8,257-100.0% |
Q2 2025Jun 30, 2025 | FND Floor & Decor Holdings, Inc. | Sell - Position Exit | -8,924-100.0% |
Q2 2025Jun 30, 2025 | OLLI Ollie's Bargain Outlet Holdings | Sell - Position Exit | -8,998-100.0% |
Q2 2025Jun 30, 2025 | PSTG Pure Storage, Inc. | Sell - Position Exit | -9,597-100.0% |
Q2 2025Jun 30, 2025 | IWM iShares Russell 2000 ETF | Sell - Position Exit | -10,362-100.0% |
Q2 2025Jun 30, 2025 | VT Vanguard Total World Stock Inde | Sell - Position Exit | -10,959-100.0% |
Q2 2025Jun 30, 2025 | ENTG Entegris, Inc. | Sell - Position Exit | -11,539-100.0% |
Q2 2025Jun 30, 2025 | TTEK Tetra Tech, Inc. | Sell - Position Exit | -14,061-100.0% |
Q2 2025Jun 30, 2025 | LGIH LGI Homes, Inc. | Sell - Position Exit | -14,523-100.0% |
Q2 2025Jun 30, 2025 | VUG Vanguard Growth ETF | Sell - Position Exit | -14,589-100.0% |
Q2 2025Jun 30, 2025 | IBP Installed Building Products, In | Sell - Position Exit | -15,650-100.0% |
Q2 2025Jun 30, 2025 | EPAM EPAM Systems, Inc. | Sell - Position Exit | -16,512-100.0% |