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
Q3 2019Sep 30, 2019	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Buy	+93,413+4.3%	$899.75K	2,257,782
Q3 2019Sep 30, 2019	SAP SAP SE	SAP SE	Buy	+79,687+52.8%	$27.19K	230,690
Q3 2019Sep 30, 2019	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+78,026+36.5%	$48.79K	291,745
Q3 2019Sep 30, 2019	REGN Regeneron Pharmaceuticals, Inc.	Regeneron Pharmaceuticals, Inc.	Buy	+57,097+3.6%	$455.55K	1,642,210
Q3 2019Sep 30, 2019	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+44,057+3.3%	$1.66M	1,363,684
Q3 2019Sep 30, 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+12,461+3.2%	$486.49K	398,393
Q3 2019Sep 30, 2019	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Buy	+12,295+4.9%	$512.22K	260,988
Q3 2019Sep 30, 2019	NVO Novo Nordisk A/S	Novo Nordisk A/S	Buy	+9,806+16.5%	$3.58K	69,149
Q3 2019Sep 30, 2019	APPF AppFolio, Inc.	AppFolio, Inc.	Buy - Position Entry	+8,209	$781.00	8,209
Q3 2019Sep 30, 2019	ALTR Altair Engineering Inc.	Altair Engineering Inc.	Buy	+7,466+61.0%	$682.00	19,708
Q3 2019Sep 30, 2019	LMAT LeMaitre Vascular, Inc.	LeMaitre Vascular, Inc.	Buy	+455+1.6%	$1.00K	29,336
Q3 2019Sep 30, 2019	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Buy	+278+1.2%	$1.17K	22,949
Q3 2019Sep 30, 2019	EXLS ExlService Holdings, Inc.	ExlService Holdings, Inc.	Buy	+239+2.2%	$732.00	10,927
Q3 2019Sep 30, 2019	FOXF Fox Factory Holding Corp.	Fox Factory Holding Corp.	Buy	+221+0.8%	$1.72K	27,563
Q3 2019Sep 30, 2019	BLKB Blackbaud, Inc.	Blackbaud, Inc.	Buy	+178+1.1%	$1.47K	16,297
Q3 2019Sep 30, 2019	NEOG Neogen Corporation	Neogen Corporation	Buy	+164+1.4%	$823.00	12,082
Q3 2019Sep 30, 2019	AMN AMN Healthcare Services Inc	AMN Healthcare Services Inc	Buy	+150+1.1%	$779.00	13,540
Q3 2019Sep 30, 2019	TREX Trex Company, Inc.	Trex Company, Inc.	Buy	+144+0.9%	$1.48K	16,308
Q3 2019Sep 30, 2019	ALRM Alarm.com Holdings, Inc.	Alarm.com Holdings, Inc.	Buy	+139+0.8%	$829.00	17,769
Q3 2019Sep 30, 2019	OLLI Ollie's Bargain Outlet Holdings	Ollie's Bargain Outlet Holdings	Buy	+123+1.1%	$689.00	11,758
Q3 2019Sep 30, 2019	POOL Pool Corporation	Pool Corporation	Buy	+115+1.1%	$2.04K	10,122
Q3 2019Sep 30, 2019	LOPE Grand Canyon Education, Inc.	Grand Canyon Education, Inc.	Buy	+114+1.3%	$898.00	9,145
Q3 2019Sep 30, 2019	MASI Masimo Corporation	Masimo Corporation	Buy	+102+1.6%	$983.00	6,608
Q3 2019Sep 30, 2019	TXRH Texas Roadhouse, Inc.	Texas Roadhouse, Inc.	Buy	+102+0.8%	$651.00	12,392
Q3 2019Sep 30, 2019	USPH U.S. Physical Therapy, Inc.	U.S. Physical Therapy, Inc.	Buy	+83+1.2%	$921.00	7,055
Q3 2019Sep 30, 2019	EEFT Euronet Worldwide, Inc.	Euronet Worldwide, Inc.	Buy	+80+1.2%	$963.00	6,580
Q3 2019Sep 30, 2019	LFUS Littelfuse, Inc.	Littelfuse, Inc.	Buy	+70+1.5%	$829.00	4,675
Q3 2019Sep 30, 2019	PAYC Paycom Software, Inc.	Paycom Software, Inc.	Buy	+70+1.1%	$1.31K	6,232
Q3 2019Sep 30, 2019	EPAM EPAM Systems, Inc.	EPAM Systems, Inc.	Buy	+55+1.2%	$843.00	4,625
Q3 2019Sep 30, 2019	FIVE Five Below, Inc.	Five Below, Inc.	Buy	+52+1.0%	$634.00	5,028

Page 68 of 94 • 2792 total trades

«‹

66 67 68 69 70

›»