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 |
|---|---|---|---|
Q1 2024Mar 31, 2024 | APPF AppFolio, Inc. | Sell | -621-2.3% |
Q1 2024Mar 31, 2024 | SPY SPDR S&P 500 | Sell - Position Exit | -662-100.0% |
Q1 2024Mar 31, 2024 | LVS Las Vegas Sands Corp. | Sell | -680-0.3% |
Q1 2024Mar 31, 2024 | EPAM EPAM Systems, Inc. | Sell | -730-2.0% |
Q1 2024Mar 31, 2024 | BWMN Bowman Consulting Group Ltd. | Sell | -737-1.3% |
Q1 2024Mar 31, 2024 | FSV FirstService Corporation | Sell | -765-2.1% |
Q1 2024Mar 31, 2024 | ADP Automatic Data Processing, Inc. | Sell | -772-0.2% |
Q1 2024Mar 31, 2024 | LGIH LGI Homes, Inc. | Sell | -823-3.3% |
Q1 2024Mar 31, 2024 | QLYS Qualys, Inc. | Sell | -1,025-3.2% |
Q1 2024Mar 31, 2024 | SGOV iShares 0-3 Month Treasury Bond | Sell | -1,530-30.6% |
Q1 2024Mar 31, 2024 | FOXF Fox Factory Holding Corp. | Sell | -1,653-1.7% |
Q1 2024Mar 31, 2024 | MODG Topgolf Callaway Brands Corp. | Sell | -1,900-1.5% |
Q1 2024Mar 31, 2024 | EEFT Euronet Worldwide, Inc. | Sell | -2,011-2.6% |
Q1 2024Mar 31, 2024 | BL BlackLine, Inc. | Sell | -2,240-2.0% |
Q1 2024Mar 31, 2024 | TYL Tyler Technologies, Inc. | Sell | -2,867-46.5% |
Q1 2024Mar 31, 2024 | HLNE Hamilton Lane Incorporated | Sell | -3,484-3.7% |
Q1 2024Mar 31, 2024 | ALRM Alarm.com Holdings, Inc. | Sell | -3,489-2.7% |
Q1 2024Mar 31, 2024 | GOOGL Alphabet Inc. | Sell | -3,552-0.2% |
Q1 2024Mar 31, 2024 | MORN Morningstar, Inc. | Sell | -4,454-32.3% |
Q1 2024Mar 31, 2024 | DOCS Doximity, Inc. | Sell | -6,099-3.5% |
Q1 2024Mar 31, 2024 | XPEL XPEL, Inc. | Sell | -6,574-11.5% |
Q1 2024Mar 31, 2024 | FIVE Five Below, Inc. | Sell | -7,827-25.7% |
Q1 2024Mar 31, 2024 | VUG Vanguard Growth ETF | Sell - Position Exit | -8,412-100.0% |
Q1 2024Mar 31, 2024 | MELI MercadoLibre, Inc. | Sell | -9,900-22.9% |
Q1 2024Mar 31, 2024 | LLY Eli Lilly and Company | Sell | -9,995-1.7% |
Q1 2024Mar 31, 2024 | WRBY Warby Parker Inc. | Sell | -10,091-2.1% |
Q1 2024Mar 31, 2024 | CCCS CCC Intelligent Solutions Holdi | Sell | -12,599-2.2% |
Q1 2024Mar 31, 2024 | TPLC Timothy Plan US Large/Mid Cap C | Sell - Position Exit | -15,147-100.0% |
Q1 2024Mar 31, 2024 | TPIF Timothy Plan International ETF | Sell - Position Exit | -15,875-100.0% |
Q1 2024Mar 31, 2024 | TREX Trex Company, Inc. | Sell | -16,307-60.7% |