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 | QLYS Qualys, Inc. | Sell - Position Exit | -16,742-100.0% |
Q2 2025Jun 30, 2025 | BSY Bentley Systems, Incorporated | Sell - Position Exit | -19,464-100.0% |
Q2 2025Jun 30, 2025 | AIT Applied Industrial Technologies | Sell - Position Exit | -21,160-100.0% |
Q2 2025Jun 30, 2025 | SITE SiteOne Landscape Supply, Inc. | Sell - Position Exit | -21,338-100.0% |
Q2 2025Jun 30, 2025 | SGOV iShares 0-3 Month Treasury Bond | Sell - Position Exit | -23,299-100.0% |
Q2 2025Jun 30, 2025 | MEDP Medpace Holdings, Inc. | Sell - Position Exit | -24,466-100.0% |
Q2 2025Jun 30, 2025 | DT Dynatrace, Inc. | Sell - Position Exit | -26,718-100.0% |
Q2 2025Jun 30, 2025 | FSV FirstService Corporation | Sell - Position Exit | -29,648-100.0% |
Q2 2025Jun 30, 2025 | BDC Belden Inc | Sell - Position Exit | -30,665-100.0% |
Q2 2025Jun 30, 2025 | RGEN Repligen Corporation | Sell - Position Exit | -30,902-100.0% |
Q2 2025Jun 30, 2025 | PCTY Paylocity Holding Corporation | Sell - Position Exit | -31,338-100.0% |
Q2 2025Jun 30, 2025 | HLI Houlihan Lokey, Inc. | Sell - Position Exit | -32,295-100.0% |
Q2 2025Jun 30, 2025 | GNRC Generac Holdlings Inc. | Sell - Position Exit | -33,409-100.0% |
Q2 2025Jun 30, 2025 | ROAD Construction Partners, Inc. | Sell - Position Exit | -34,795-100.0% |
Q2 2025Jun 30, 2025 | BWMN Bowman Consulting Group Ltd. | Sell - Position Exit | -35,417-100.0% |
Q2 2025Jun 30, 2025 | AMN AMN Healthcare Services Inc | Sell - Position Exit | -38,564-100.0% |
Q2 2025Jun 30, 2025 | NSIT Insight Enterprises, Inc. | Sell - Position Exit | -42,133-100.0% |
Q2 2025Jun 30, 2025 | TECH Bio-Techne Corp | Sell - Position Exit | -46,314-100.0% |
Q2 2025Jun 30, 2025 | AAON AAON, Inc. | Sell - Position Exit | -49,466-100.0% |
Q2 2025Jun 30, 2025 | HLNE Hamilton Lane Incorporated | Sell - Position Exit | -52,320-100.0% |
Q2 2025Jun 30, 2025 | CATH Global X S&P 500 Catholic Value | Sell - Position Exit | -53,317-100.0% |
Q2 2025Jun 30, 2025 | BL BlackLine, Inc. | Sell - Position Exit | -55,099-100.0% |
Q2 2025Jun 30, 2025 | SKIL Skillsoft Corp. | Sell - Position Exit | -57,172-100.0% |
Q2 2025Jun 30, 2025 | ACWX iShares MSCI ACWI ex U.S. ETF | Sell - Position Exit | -58,768-100.0% |
Q2 2025Jun 30, 2025 | GSHD Goosehead Insurance, Inc. | Sell - Position Exit | -61,317-100.0% |
Q2 2025Jun 30, 2025 | PDD PDD Holdings Inc. | Sell - Position Exit | -66,193-100.0% |
Q2 2025Jun 30, 2025 | BROS Dutch Bros Inc. | Sell - Position Exit | -68,124-100.0% |
Q2 2025Jun 30, 2025 | MELI MercadoLibre, Inc. | Sell - Position Exit | -68,534-100.0% |
Q2 2025Jun 30, 2025 | ELF e.l.f. Beauty, Inc. | Sell - Position Exit | -69,325-100.0% |
Q2 2025Jun 30, 2025 | TREX Trex Company, Inc. | Sell - Position Exit | -78,742-100.0% |