David M. Polen - Polen Capital Management Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Mar 31, 2025
Filing Date		May 12, 2025
Total Stocks		117
Portfolio Value		$31.85B

Polen Capital Management Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q1 2020Mar 31, 2020	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+63,919+4.5%	$1.71M	1,472,308
Q1 2020Mar 31, 2020	SAP SAP SE	SAP SE	Buy	+54,349+19.6%	$36.65K	331,675
Q1 2020Mar 31, 2020	MSCI MSCI Inc.	MSCI Inc.	Buy	+53,342+2.5%	$625.98K	2,166,322
Q1 2020Mar 31, 2020	YETI YETI Holdings, Inc.	YETI Holdings, Inc.	Buy - Position Entry	+48,846	$953.00	48,846
Q1 2020Mar 31, 2020	REGN Regeneron Pharmaceuticals, Inc.	Regeneron Pharmaceuticals, Inc.	Buy	+44,708+2.7%	$840.35K	1,721,002
Q1 2020Mar 31, 2020	LMAT LeMaitre Vascular, Inc.	LeMaitre Vascular, Inc.	Buy	+26,684+66.9%	$1.66K	66,572
Q1 2020Mar 31, 2020	ETSY Etsy, Inc.	Etsy, Inc.	Buy - Position Entry	+25,454	$978.00	25,454
Q1 2020Mar 31, 2020	FOXF Fox Factory Holding Corp.	Fox Factory Holding Corp.	Buy	+21,483+67.4%	$2.24K	53,367
Q1 2020Mar 31, 2020	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Buy	+17,739+66.8%	$1.42K	44,294
Q1 2020Mar 31, 2020	ALTR Altair Engineering Inc.	Altair Engineering Inc.	Buy	+15,382+67.3%	$1.01K	38,228
Q1 2020Mar 31, 2020	ALRM Alarm.com Holdings, Inc.	Alarm.com Holdings, Inc.	Buy	+13,849+67.3%	$1.34K	34,418
Q1 2020Mar 31, 2020	EXPO Exponent, Inc.	Exponent, Inc.	Buy	+13,076+67.0%	$2.34K	32,603
Q1 2020Mar 31, 2020	TREX Trex Company, Inc.	Trex Company, Inc.	Buy	+12,648+67.1%	$2.52K	31,505
Q1 2020Mar 31, 2020	WING Wingstop Inc.	Wingstop Inc.	Buy	+12,615+115.0%	$1.88K	23,588
Q1 2020Mar 31, 2020	BLKB Blackbaud, Inc.	Blackbaud, Inc.	Buy	+12,607+66.9%	$1.75K	31,463
Q1 2020Mar 31, 2020	AMN AMN Healthcare Services Inc	AMN Healthcare Services Inc	Buy	+10,459+66.8%	$1.51K	26,116
Q1 2020Mar 31, 2020	ENV Envestnet, Inc	Envestnet, Inc	Buy	+10,239+84.8%	$1.20K	22,315
Q1 2020Mar 31, 2020	TXRH Texas Roadhouse, Inc.	Texas Roadhouse, Inc.	Buy	+9,680+67.5%	$992.00	24,011
Q1 2020Mar 31, 2020	PCTY Paylocity Holding Corporation	Paylocity Holding Corporation	Buy - Position Entry	+9,641	$851.00	9,641
Q1 2020Mar 31, 2020	APPF AppFolio, Inc.	AppFolio, Inc.	Buy	+9,389+67.6%	$2.58K	23,275
Q1 2020Mar 31, 2020	OLLI Ollie's Bargain Outlet Holdings	Ollie's Bargain Outlet Holdings	Buy	+9,216+67.7%	$1.06K	22,819
Q1 2020Mar 31, 2020	USPH U.S. Physical Therapy, Inc.	U.S. Physical Therapy, Inc.	Buy	+9,000+86.9%	$1.34K	19,358
Q1 2020Mar 31, 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+7,456+1.8%	$478.25K	411,589
Q1 2020Mar 31, 2020	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Buy	+5,151+67.7%	$1.09K	12,760
Q1 2020Mar 31, 2020	FIVE Five Below, Inc.	Five Below, Inc.	Buy	+3,995+68.7%	$691.00	9,813
Q1 2020Mar 31, 2020	EPAM EPAM Systems, Inc.	EPAM Systems, Inc.	Buy	+3,616+67.6%	$1.67K	8,967
Q1 2020Mar 31, 2020	MASI Masimo Corporation	Masimo Corporation	Buy	+2,891+37.8%	$1.87K	10,534
Q1 2020Mar 31, 2020	TREE LendingTree, Inc.	LendingTree, Inc.	Buy	+2,087+68.1%	$945.00	5,152
Q1 2020Mar 31, 2020	LFUS Littelfuse, Inc.	Littelfuse, Inc.	Buy	+560+10.4%	$796.00	5,963
Q1 2020Mar 31, 2020	POOL Pool Corporation	Pool Corporation	Sell	-817-7.0%	$2.14K	10,892

Page 64 of 94 • 2792 total trades

«‹

62 63 64 65 66

›»