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 | YUMC Yum China Holdings, Inc. | Sell - Position Exit | -86,045-100.0% |
Q2 2025Jun 30, 2025 | RMBS Rambus, Inc. | Sell - Position Exit | -109,117-100.0% |
Q2 2025Jun 30, 2025 | WSC WillScot Holdings Corporation | Sell - Position Exit | -116,917-100.0% |
Q2 2025Jun 30, 2025 | CWAN Clearwater Analytics Holdings, | Sell - Position Exit | -124,892-100.0% |
Q2 2025Jun 30, 2025 | CNM Core & Main, Inc. | Sell - Position Exit | -124,953-100.0% |
Q2 2025Jun 30, 2025 | LVS Las Vegas Sands Corp. | Sell - Position Exit | -139,619-100.0% |
Q2 2025Jun 30, 2025 | WRBY Warby Parker Inc. | Sell - Position Exit | -147,071-100.0% |
Q2 2025Jun 30, 2025 | RVLV Revolve Group, Inc. | Sell - Position Exit | -160,282-100.0% |
Q2 2025Jun 30, 2025 | ADP Automatic Data Processing, Inc. | Sell - Position Exit | -166,526-100.0% |
Q2 2025Jun 30, 2025 | EXLS ExlService Holdings, Inc. | Sell - Position Exit | -260,017-100.0% |
Q2 2025Jun 30, 2025 | PGNY Progyny, Inc. | Sell - Position Exit | -261,506-100.0% |
Q2 2025Jun 30, 2025 | ACWI iShares MSCI ACWI ETF | Sell - Position Exit | -384,795-100.0% |
Q2 2025Jun 30, 2025 | IWF iShares Russell 1000 Growth ETF | Sell - Position Exit | -385,522-100.0% |
Q2 2025Jun 30, 2025 | SAP SAP SE | Sell - Position Exit | -542,699-100.0% |
Q2 2025Jun 30, 2025 | CCCS CCC Intelligent Solutions Holdi | Sell - Position Exit | -544,653-100.0% |
Q2 2025Jun 30, 2025 | GOOGL Alphabet Inc. | Sell - Position Exit | -610,910-100.0% |
Q2 2025Jun 30, 2025 | HDB HDFC Bank Limited | Sell - Position Exit | -651,063-100.0% |
Q2 2025Jun 30, 2025 | IT Gartner, Inc. | Sell - Position Exit | -835,522-100.0% |
Q2 2025Jun 30, 2025 | NFLX Netflix, Inc. | Sell - Position Exit | -888,072-100.0% |
Q2 2025Jun 30, 2025 | NOW ServiceNow, Inc. | Sell - Position Exit | -949,728-100.0% |
Q2 2025Jun 30, 2025 | NVO Novo Nordisk A/S | Sell - Position Exit | -1,001,906-100.0% |
Q2 2025Jun 30, 2025 | UNH UnitedHealth Group Incorporated | Sell - Position Exit | -1,037,575-100.0% |
Q2 2025Jun 30, 2025 | LLY Eli Lilly and Company | Sell - Position Exit | -1,754,571-100.0% |
Q2 2025Jun 30, 2025 | MSCI MSCI Inc. | Sell - Position Exit | -1,868,138-100.0% |
Q2 2025Jun 30, 2025 | TME Tencent Music Entertainment Gro | Sell - Position Exit | -1,978,769-100.0% |
Q2 2025Jun 30, 2025 | TMO Thermo Fisher Scientific Inc | Sell - Position Exit | -2,322,482-100.0% |
Q2 2025Jun 30, 2025 | AAPL Apple Inc. | Sell - Position Exit | -2,681,114-100.0% |
Q2 2025Jun 30, 2025 | ADBE Adobe Inc. | Sell - Position Exit | -2,818,625-100.0% |
Q2 2025Jun 30, 2025 | AON Aon Plc | Sell - Position Exit | -3,007,719-100.0% |
Q2 2025Jun 30, 2025 | PAYC Paycom Software, Inc. | Sell - Position Exit | -3,097,854-100.0% |