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 |
|---|---|---|---|
Q1 2021Mar 31, 2021 | EEFT Euronet Worldwide, Inc. | Buy | +9,982+19.5% |
Q1 2021Mar 31, 2021 | ETSY Etsy, Inc. | Buy | +7,939+10.7% |
Q1 2021Mar 31, 2021 | DT Dynatrace, Inc. | Buy | +7,066+10.2% |
Q1 2021Mar 31, 2021 | PCTY Paylocity Holding Corporation | Buy | +6,942+24.3% |
Q1 2021Mar 31, 2021 | IT Gartner, Inc. | Buy | +2,201+0.0% |
Q1 2021Mar 31, 2021 | CPRT Copart, Inc. | Buy | +1,754+10.7% |
Q1 2021Mar 31, 2021 | CDW CDW Corporation | Buy | +1,449+10.0% |
Q1 2021Mar 31, 2021 | HEI Heico Corporation | Buy | +1,296+9.9% |
Q1 2021Mar 31, 2021 | GNRC Generac Holdlings Inc. | Buy | +1,223+10.4% |
Q1 2021Mar 31, 2021 | EL Estee Lauder Companies, Inc. (T | Buy | +229+0.1% |
Q1 2021Mar 31, 2021 | ACWI iShares MSCI ACWI ETF | Sell - Position Exit | -11,658-100.0% |
Q1 2021Mar 31, 2021 | ORCL Oracle Corporation | Sell - Position Exit | -11,968-100.0% |
Q1 2021Mar 31, 2021 | TREE LendingTree, Inc. | Sell - Position Exit | -16,965-100.0% |
Q1 2021Mar 31, 2021 | WDFC WD-40 Company | Sell - Position Exit | -35,635-100.0% |
Q1 2021Mar 31, 2021 | TREX Trex Company, Inc. | Sell | -36,196-34.7% |
Q1 2021Mar 31, 2021 | FND Floor & Decor Holdings, Inc. | Sell | -54,794-57.4% |
Q1 2021Mar 31, 2021 | ACWX iShares MSCI ACWI ex U.S. ETF | Sell - Position Exit | -67,261-100.0% |
Q1 2021Mar 31, 2021 | ADP Automatic Data Processing, Inc. | Sell | -148,647-38.1% |
Q1 2021Mar 31, 2021 | UL Unilever PLC | Sell | -165,589-24.4% |
Q1 2021Mar 31, 2021 | GOOG Alphabet Inc. | Sell | -166,154-9.7% |
Q1 2021Mar 31, 2021 | MSCI MSCI Inc. | Sell | -454,070-24.9% |
Q1 2021Mar 31, 2021 | ADSK Autodesk, Inc. | Sell | -684,721-10.7% |
Q1 2021Mar 31, 2021 | ALGN Align Technology, Inc. | Sell | -1,034,689-39.8% |
Q1 2021Mar 31, 2021 | PYPL PayPal Holdings, Inc. | Sell | -1,523,372-19.1% |
Q1 2021Mar 31, 2021 | REGN Regeneron Pharmaceuticals, Inc. | Sell - Position Exit | -2,002,804-100.0% |
Q1 2021Mar 31, 2021 | DG Dollar General Corporation | Sell - Position Exit | -5,796,091-100.0% |
Q4 2020Dec 31, 2020 | ILMN Illumina, Inc. | Buy | +1,765,503+313.7% |
Q4 2020Dec 31, 2020 | ABT Abbott Laboratories | Buy | +1,087,508+5.6% |
Q4 2020Dec 31, 2020 | SBUX Starbucks Corporation | Buy | +642,368+4.9% |
Q4 2020Dec 31, 2020 | MSFT Microsoft Corporation | Buy | +434,777+3.0% |