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 |
|---|---|---|---|
Q4 2023Dec 31, 2023 | CWAN Clearwater Analytics Holdings, | Sell | -13,710-4.5% |
Q4 2023Dec 31, 2023 | WING Wingstop Inc. | Sell | -13,730-27.9% |
Q4 2023Dec 31, 2023 | TSM Taiwan Semiconductor Manufactur | Sell | -14,298-25.4% |
Q4 2023Dec 31, 2023 | DT Dynatrace, Inc. | Sell | -15,883-14.7% |
Q4 2023Dec 31, 2023 | HLNE Hamilton Lane Incorporated | Sell | -19,392-16.9% |
Q4 2023Dec 31, 2023 | EPAM EPAM Systems, Inc. | Sell | -19,490-34.9% |
Q4 2023Dec 31, 2023 | SAP SAP SE | Sell | -19,980-1.6% |
Q4 2023Dec 31, 2023 | SHOP Shopify Inc. | Sell | -22,774-2.8% |
Q4 2023Dec 31, 2023 | QLYS Qualys, Inc. | Sell | -27,032-46.1% |
Q4 2023Dec 31, 2023 | LLY Eli Lilly and Company | Sell | -29,011-4.7% |
Q4 2023Dec 31, 2023 | GOOGL Alphabet Inc. | Sell | -32,351-1.5% |
Q4 2023Dec 31, 2023 | DAVA Endava plc | Sell | -32,929-33.1% |
Q4 2023Dec 31, 2023 | TTD The Trade Desk, Inc. | Sell - Position Exit | -35,478-100.0% |
Q4 2023Dec 31, 2023 | DOCS Doximity, Inc. | Sell | -42,149-19.6% |
Q4 2023Dec 31, 2023 | DOCU DocuSign, Inc. | Sell - Position Exit | -43,366-100.0% |
Q4 2023Dec 31, 2023 | EVTC Evertec, Inc. | Sell - Position Exit | -44,100-100.0% |
Q4 2023Dec 31, 2023 | FIVE Five Below, Inc. | Sell | -46,971-60.7% |
Q4 2023Dec 31, 2023 | GSHD Goosehead Insurance, Inc. | Sell | -69,902-31.5% |
Q4 2023Dec 31, 2023 | YETI YETI Holdings, Inc. | Sell | -71,776-30.4% |
Q4 2023Dec 31, 2023 | RVLV Revolve Group, Inc. | Sell | -73,354-15.2% |
Q4 2023Dec 31, 2023 | LVS Las Vegas Sands Corp. | Sell | -86,245-27.0% |
Q4 2023Dec 31, 2023 | UNH UnitedHealth Group Incorporated | Sell | -103,060-4.1% |
Q4 2023Dec 31, 2023 | IT Gartner, Inc. | Sell | -108,451-5.7% |
Q4 2023Dec 31, 2023 | TMO Thermo Fisher Scientific Inc | Sell | -118,078-5.5% |
Q4 2023Dec 31, 2023 | EL Estee Lauder Companies, Inc. (T | Sell - Position Exit | -135,734-100.0% |
Q4 2023Dec 31, 2023 | MA Mastercard Incorporated | Sell | -151,599-3.2% |
Q4 2023Dec 31, 2023 | CCCS CCC Intelligent Solutions Holdi | Sell | -154,253-21.1% |
Q4 2023Dec 31, 2023 | ALIT Alight, Inc. | Sell | -163,469-9.6% |
Q4 2023Dec 31, 2023 | ADBE Adobe Inc. | Sell | -169,066-3.9% |
Q4 2023Dec 31, 2023 | WDAY Workday, Inc. | Sell | -182,147-4.6% |