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 2020Mar 31, 2020 | PAYC Paycom Software, Inc. | Sell - Position Exit | -1,712-100.0% |
Q1 2020Mar 31, 2020 | UL Unilever PLC | Sell | -2,246-0.6% |
Q1 2020Mar 31, 2020 | MED MEDIFAST INC | Sell - Position Exit | -5,636-100.0% |
Q1 2020Mar 31, 2020 | LOPE Grand Canyon Education, Inc. | Sell - Position Exit | -10,579-100.0% |
Q1 2020Mar 31, 2020 | EXLS ExlService Holdings, Inc. | Sell - Position Exit | -12,633-100.0% |
Q1 2020Mar 31, 2020 | NEOG Neogen Corporation | Sell - Position Exit | -13,968-100.0% |
Q1 2020Mar 31, 2020 | ACWX iShares MSCI ACWI ex U.S. ETF | Sell | -34,304-74.4% |
Q1 2020Mar 31, 2020 | NVO Novo Nordisk A/S | Sell - Position Exit | -118,809-100.0% |
Q1 2020Mar 31, 2020 | BKNG Booking Holdings Inc. Common St | Sell | -266,758-99.8% |
Q1 2020Mar 31, 2020 | ZTS Zoetis Inc. | Sell | -1,059,072-9.8% |
Q1 2020Mar 31, 2020 | DG Dollar General Corporation | Sell | -1,304,385-20.3% |
Q1 2020Mar 31, 2020 | V Visa Inc. | Sell | -2,014,692-19.8% |
Q1 2020Mar 31, 2020 | NKE Nike, Inc. | Sell | -2,109,956-19.4% |
Q1 2020Mar 31, 2020 | ORLY O'Reilly Automotive, Inc. | Sell | -2,325,318-99.9% |
Q4 2019Dec 31, 2019 | ABT Abbott Laboratories | Buy | +8,802,518+7236.6% |
Q4 2019Dec 31, 2019 | CRM Salesforce, Inc. | Buy - Position Entry | +3,081,772 |
Q4 2019Dec 31, 2019 | NOW ServiceNow, Inc. | Buy - Position Entry | +1,940,426 |
Q4 2019Dec 31, 2019 | NKE Nike, Inc. | Buy | +330,620+3.1% |
Q4 2019Dec 31, 2019 | ZTS Zoetis Inc. | Buy | +293,598+2.8% |
Q4 2019Dec 31, 2019 | V Visa Inc. | Buy | +277,305+2.8% |
Q4 2019Dec 31, 2019 | SBUX Starbucks Corporation | Buy | +272,323+3.7% |
Q4 2019Dec 31, 2019 | PYPL PayPal Holdings, Inc. | Buy | +198,134+2.6% |
Q4 2019Dec 31, 2019 | ACN Accenture plc | Buy | +191,131+3.1% |
Q4 2019Dec 31, 2019 | ADP Automatic Data Processing, Inc. | Buy | +173,544+3.6% |
Q4 2019Dec 31, 2019 | DG Dollar General Corporation | Buy | +164,020+2.6% |
Q4 2019Dec 31, 2019 | MA Mastercard Incorporated | Buy | +157,840+3.5% |
Q4 2019Dec 31, 2019 | IT Gartner, Inc. | Buy | +153,981+3.0% |
Q4 2019Dec 31, 2019 | ADBE Adobe Inc. | Buy | +141,977+3.0% |
Q4 2019Dec 31, 2019 | RELX RELX PLC PLC | Buy | +112,733+18.2% |
Q4 2019Dec 31, 2019 | BABA Alibaba Group Holding Limited | Buy | +104,733+35.9% |