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 2022Jun 30, 2022 | GOOGL Alphabet Inc. | Sell | -196-0.1% |
Q2 2022Jun 30, 2022 | TYL Tyler Technologies, Inc. | Sell | -903-15.2% |
Q2 2022Jun 30, 2022 | ORLY O'Reilly Automotive, Inc. | Sell - Position Exit | -1,035-100.0% |
Q2 2022Jun 30, 2022 | FICO Fair Isaac Corporation | Sell | -1,169-13.2% |
Q2 2022Jun 30, 2022 | IWM iShares Russell 2000 ETF | Sell - Position Exit | -1,215-100.0% |
Q2 2022Jun 30, 2022 | REGN Regeneron Pharmaceuticals, Inc. | Sell - Position Exit | -1,383-100.0% |
Q2 2022Jun 30, 2022 | MELI MercadoLibre, Inc. | Sell | -1,581-3.7% |
Q2 2022Jun 30, 2022 | FND Floor & Decor Holdings, Inc. | Sell | -1,585-4.5% |
Q2 2022Jun 30, 2022 | PAYC Paycom Software, Inc. | Sell | -2,135-13.8% |
Q2 2022Jun 30, 2022 | DG Dollar General Corporation | Sell - Position Exit | -2,863-100.0% |
Q2 2022Jun 30, 2022 | ORCL Oracle Corporation | Sell - Position Exit | -4,216-100.0% |
Q2 2022Jun 30, 2022 | EXPO Exponent, Inc. | Sell - Position Exit | -4,486-100.0% |
Q2 2022Jun 30, 2022 | MEDP Medpace Holdings, Inc. | Sell - Position Exit | -4,555-100.0% |
Q2 2022Jun 30, 2022 | CPRT Copart, Inc. | Sell | -5,020-21.6% |
Q2 2022Jun 30, 2022 | PCTY Paylocity Holding Corporation | Sell | -5,128-16.7% |
Q2 2022Jun 30, 2022 | RH RH | Sell | -7,031-58.2% |
Q2 2022Jun 30, 2022 | TREX Trex Company, Inc. | Sell | -8,876-21.6% |
Q2 2022Jun 30, 2022 | TPLC Timothy Plan US Large/Mid Cap C | Sell | -9,524-30.2% |
Q2 2022Jun 30, 2022 | CATH Global X S&P 500 Catholic Value | Sell | -11,629-8.1% |
Q2 2022Jun 30, 2022 | QLYS Qualys, Inc. | Sell | -16,044-14.0% |
Q2 2022Jun 30, 2022 | WING Wingstop Inc. | Sell | -17,340-16.8% |
Q2 2022Jun 30, 2022 | DT Dynatrace, Inc. | Sell | -18,067-16.5% |
Q2 2022Jun 30, 2022 | ETSY Etsy, Inc. | Sell | -18,652-51.8% |
Q2 2022Jun 30, 2022 | ALTR Altair Engineering Inc. | Sell | -21,725-15.1% |
Q2 2022Jun 30, 2022 | BL BlackLine, Inc. | Sell | -22,490-14.5% |
Q2 2022Jun 30, 2022 | RVLV Revolve Group, Inc. | Sell | -28,047-6.8% |
Q2 2022Jun 30, 2022 | HLI Houlihan Lokey, Inc. | Sell | -28,562-16.4% |
Q2 2022Jun 30, 2022 | BMBL Bumble Inc. | Sell | -29,510-11.6% |
Q2 2022Jun 30, 2022 | FOXF Fox Factory Holding Corp. | Sell | -30,522-15.6% |
Q2 2022Jun 30, 2022 | ALRM Alarm.com Holdings, Inc. | Sell | -31,094-16.3% |