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 2025Mar 31, 2025 | VT Vanguard Total World Stock Inde | Sell | -15,835-59.1% |
Q1 2025Mar 31, 2025 | ALRM Alarm.com Holdings, Inc. | Sell - Position Exit | -21,461-100.0% |
Q1 2025Mar 31, 2025 | GSHD Goosehead Insurance, Inc. | Sell | -22,993-27.3% |
Q1 2025Mar 31, 2025 | VUG Vanguard Growth ETF | Sell | -24,457-62.6% |
Q1 2025Mar 31, 2025 | USHY iShares Broad USD High Yield Co | Sell - Position Exit | -26,300-100.0% |
Q1 2025Mar 31, 2025 | TTEK Tetra Tech, Inc. | Sell | -29,101-67.4% |
Q1 2025Mar 31, 2025 | BROS Dutch Bros Inc. | Sell | -36,899-35.1% |
Q1 2025Mar 31, 2025 | FOXF Fox Factory Holding Corp. | Sell - Position Exit | -41,273-100.0% |
Q1 2025Mar 31, 2025 | EXLS ExlService Holdings, Inc. | Sell | -59,473-18.6% |
Q1 2025Mar 31, 2025 | IT Gartner, Inc. | Sell | -67,168-7.4% |
Q1 2025Mar 31, 2025 | PAYC Paycom Software, Inc. | Sell | -73,806-2.3% |
Q1 2025Mar 31, 2025 | MODG Topgolf Callaway Brands Corp. | Sell - Position Exit | -83,466-100.0% |
Q1 2025Mar 31, 2025 | UNH UnitedHealth Group Incorporated | Sell | -88,018-7.8% |
Q1 2025Mar 31, 2025 | YETI YETI Holdings, Inc. | Sell - Position Exit | -98,057-100.0% |
Q1 2025Mar 31, 2025 | IWF iShares Russell 1000 Growth ETF | Sell | -118,097-23.4% |
Q1 2025Mar 31, 2025 | HDB HDFC Bank Limited | Sell | -123,517-15.9% |
Q1 2025Mar 31, 2025 | TMO Thermo Fisher Scientific Inc | Sell | -138,713-5.6% |
Q1 2025Mar 31, 2025 | RVLV Revolve Group, Inc. | Sell | -144,247-47.4% |
Q1 2025Mar 31, 2025 | MSCI MSCI Inc. | Sell | -164,100-8.1% |
Q1 2025Mar 31, 2025 | WRBY Warby Parker Inc. | Sell | -172,751-54.0% |
Q1 2025Mar 31, 2025 | ADBE Adobe Inc. | Sell | -196,949-6.5% |
Q1 2025Mar 31, 2025 | CCCS CCC Intelligent Solutions Holdi | Sell | -217,651-28.6% |
Q1 2025Mar 31, 2025 | UL Unilever PLC | Sell - Position Exit | -244,122-100.0% |
Q1 2025Mar 31, 2025 | MA Mastercard Incorporated | Sell | -281,257-8.1% |
Q1 2025Mar 31, 2025 | ACN Accenture plc | Sell | -318,132-9.0% |
Q1 2025Mar 31, 2025 | ACWX iShares MSCI ACWI ex U.S. ETF | Sell | -321,503-84.5% |
Q1 2025Mar 31, 2025 | WDAY Workday, Inc. | Sell | -343,117-8.0% |
Q1 2025Mar 31, 2025 | SAP SAP SE | Sell | -457,245-45.7% |
Q1 2025Mar 31, 2025 | MSFT Microsoft Corporation | Sell | -469,776-7.3% |
Q1 2025Mar 31, 2025 | ABNB Airbnb, Inc. | Sell | -490,310-6.0% |