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 | ACN Accenture plc | Sell - Position Exit | -3,208,478-100.0% |
Q2 2025Jun 30, 2025 | MA Mastercard Incorporated | Sell - Position Exit | -3,211,209-100.0% |
Q2 2025Jun 30, 2025 | WDAY Workday, Inc. | Sell - Position Exit | -3,944,506-100.0% |
Q2 2025Jun 30, 2025 | SBUX Starbucks Corporation | Sell - Position Exit | -5,133,440-100.0% |
Q2 2025Jun 30, 2025 | MSFT Microsoft Corporation | Sell - Position Exit | -5,941,106-100.0% |
Q2 2025Jun 30, 2025 | V Visa Inc. | Sell - Position Exit | -6,023,710-100.0% |
Q2 2025Jun 30, 2025 | CSGP CoStar Group, Inc. | Sell - Position Exit | -6,601,800-100.0% |
Q2 2025Jun 30, 2025 | GOOG Alphabet Inc. | Sell - Position Exit | -7,434,428-100.0% |
Q2 2025Jun 30, 2025 | ABNB Airbnb, Inc. | Sell - Position Exit | -7,726,604-100.0% |
Q2 2025Jun 30, 2025 | ZTS Zoetis Inc. | Sell - Position Exit | -8,796,847-100.0% |
Q2 2025Jun 30, 2025 | ABT Abbott Laboratories | Sell - Position Exit | -11,385,577-100.0% |
Q2 2025Jun 30, 2025 | ORCL Oracle Corporation | Sell - Position Exit | -12,609,101-100.0% |
Q2 2025Jun 30, 2025 | SHOP Shopify Inc. | Sell - Position Exit | -15,270,075-100.0% |
Q2 2025Jun 30, 2025 | AMZN Amazon.com, Inc. | Sell - Position Exit | -17,747,395-100.0% |
Q1 2025Mar 31, 2025 | SBUX Starbucks Corporation | Buy - Position Entry | +5,133,440 |
Q1 2025Mar 31, 2025 | AON Aon Plc | Buy | +2,288,397+318.1% |
Q1 2025Mar 31, 2025 | ORCL Oracle Corporation | Buy | +1,885,370+17.6% |
Q1 2025Mar 31, 2025 | ZTS Zoetis Inc. | Buy | +1,313,653+17.6% |
Q1 2025Mar 31, 2025 | TME Tencent Music Entertainment Gro | Buy | +919,182+86.7% |
Q1 2025Mar 31, 2025 | LLY Eli Lilly and Company | Buy | +459,182+35.4% |
Q1 2025Mar 31, 2025 | CSGP CoStar Group, Inc. | Buy | +104,612+1.6% |
Q1 2025Mar 31, 2025 | ACWI iShares MSCI ACWI ETF | Buy | +66,994+21.1% |
Q1 2025Mar 31, 2025 | MELI MercadoLibre, Inc. | Buy | +31,939+87.3% |
Q1 2025Mar 31, 2025 | TECH Bio-Techne Corp | Buy | +25,554+123.1% |
Q1 2025Mar 31, 2025 | TREX Trex Company, Inc. | Buy | +22,474+39.9% |
Q1 2025Mar 31, 2025 | AAON AAON, Inc. | Buy | +17,909+56.8% |
Q1 2025Mar 31, 2025 | SGOV iShares 0-3 Month Treasury Bond | Buy | +17,730+318.4% |
Q1 2025Mar 31, 2025 | RMBS Rambus, Inc. | Buy | +9,858+9.9% |
Q1 2025Mar 31, 2025 | MEDP Medpace Holdings, Inc. | Buy | +8,243+50.8% |
Q1 2025Mar 31, 2025 | ELF e.l.f. Beauty, Inc. | Buy | +7,852+12.8% |