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 |
|---|---|---|---|
Q3 2022Sep 30, 2022 | AMZN Amazon.com, Inc. | Sell | -322,748-0.9% |
Q3 2022Sep 30, 2022 | IWF iShares Russell 1000 Growth ETF | Sell | -573,479-49.3% |
Q3 2022Sep 30, 2022 | MA Mastercard Incorporated | Sell | -1,490,828-19.5% |
Q3 2022Sep 30, 2022 | V Visa Inc. | Sell | -2,313,368-18.5% |
Q3 2022Sep 30, 2022 | ISRG Intuitive Surgical, Inc. | Sell | -3,434,501-99.9% |
Q2 2022Jun 30, 2022 | AMZN Amazon.com, Inc. | Buy | +36,118,513+2504.6% |
Q2 2022Jun 30, 2022 | DOCU DocuSign, Inc. | Buy | +3,061,367+55.1% |
Q2 2022Jun 30, 2022 | SHOP Shopify Inc. | Buy | +457,950+834.1% |
Q2 2022Jun 30, 2022 | ADBE Adobe Inc. | Buy | +192,328+2.9% |
Q2 2022Jun 30, 2022 | ILMN Illumina, Inc. | Buy | +159,057+6.0% |
Q2 2022Jun 30, 2022 | ADP Automatic Data Processing, Inc. | Buy | +148,308+57.8% |
Q2 2022Jun 30, 2022 | ACWI iShares MSCI ACWI ETF | Buy | +139,986+359.4% |
Q2 2022Jun 30, 2022 | DOCS Doximity, Inc. | Buy - Position Entry | +127,720 |
Q2 2022Jun 30, 2022 | FIVE Five Below, Inc. | Buy | +65,939+412.8% |
Q2 2022Jun 30, 2022 | AZTA Azenta, Inc. | Buy - Position Entry | +64,118 |
Q2 2022Jun 30, 2022 | PYPL PayPal Holdings, Inc. | Buy | +58,188+0.5% |
Q2 2022Jun 30, 2022 | IWF iShares Russell 1000 Growth ETF | Buy | +51,291+4.6% |
Q2 2022Jun 30, 2022 | ALGN Align Technology, Inc. | Buy | +47,184+2.5% |
Q2 2022Jun 30, 2022 | SITE SiteOne Landscape Supply, Inc. | Buy - Position Entry | +33,894 |
Q2 2022Jun 30, 2022 | HLNE Hamilton Lane Incorporated | Buy | +33,492+34.9% |
Q2 2022Jun 30, 2022 | TME Tencent Music Entertainment Gro | Buy | +29,210+15.3% |
Q2 2022Jun 30, 2022 | OLO Olo Inc. | Buy | +27,091+3.6% |
Q2 2022Jun 30, 2022 | META Meta Platforms, Inc. | Buy | +20,815+0.2% |
Q2 2022Jun 30, 2022 | MYTE MYT Netherlands Parent B.V. | Buy | +20,498+33.0% |
Q2 2022Jun 30, 2022 | GSHD Goosehead Insurance, Inc. | Buy | +16,174+7.5% |
Q2 2022Jun 30, 2022 | AZPN Aspen Technology, Inc. | Buy - Position Entry | +8,235 |
Q2 2022Jun 30, 2022 | SQ Block, Inc. | Buy - Position Entry | +4,783 |
Q2 2022Jun 30, 2022 | CRL Charles River Laboratories Inte | Buy - Position Entry | +4,685 |
Q2 2022Jun 30, 2022 | TTD The Trade Desk, Inc. | Buy | +2,444+6.7% |
Q2 2022Jun 30, 2022 | BKNG Booking Holdings Inc. Common St | Sell - Position Exit | -134-100.0% |