Polen Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q1  2024
≡ PAYC - Paycom Software Inc. Add 9171.71% 1,503,885 0.69
≡ EXLS - ExlService Holdings Inc. Add 250.16% 221,765 0.01
≡ CATH - Global X S&P 500 Catholic Values ETF Add 191.17% 10,300 0.00
≡ IWM - iShares Russell 2000 ETF Add 184.10% 3,266 0.00
≡ CWAN - Clearwater Analytics Hds A Add 87.87% 255,592 0.01
≡ MKTX - MarketAxess Holdings Inc. Add 83.03% 3,704 0.00
≡ SITM - SiTime Corp. Add 77.78% 26,935 0.00
≡ TECH - Bio-Techne Corp. Add 65.41% 14,641 0.00
≡ GNRC - Generac Holdings Inc. Add 60.56% 27,939 0.01
≡ NKE - NIKE Inc. Add 60.43% 3,567,551 0.78
≡ TMO - Thermo Fisher Scientific Add 60.29% 1,225,807 1.64
≡ ZTS - Zoetis Inc. Add 40.90% 2,033,370 0.80
≡ GLOB - Globant S.A. Add 39.28% 140,604 0.06
≡ AMN - AMN Healthcare Services Add 29.36% 13,333 0.00
≡ RVLV - Revolve Group Inc. Add 27.02% 110,718 0.01
≡ HDB - HDFC Bank Ltd. Add 26.13% 147,223 0.02
≡ ABT - Abbott Labs Add 19.67% 2,652,929 0.70
≡ V - Visa Inc. Add 15.10% 1,100,709 0.71
≡ YUMC - Yum China Holdings Inc. Add 13.16% 35,719 0.00
≡ ETSY - Etsy Inc. Add 11.41% 3,917 0.00
≡ PGNY - Progyny Inc. Add 11.01% 37,483 0.00
≡ MDT - Medtronic plc Add 8.35% 82,105 0.02
≡ UL - Unilever PLC Add 7.03% 32,879 0.00
≡ ASML - ASML Holding NV Add 6.98% 3,333 0.01
≡ SHOP - Shopify Inc. Add 6.52% 50,879 0.01
≡ DLO - DLocal Ltd Add 6.46% 77,679 0.00
≡ DAVA - Endava plc Add 5.76% 3,833 0.00
≡ AZPN - Aspen Technology Inc. Add 2.62% 291 0.00
≡ SAP - SAP SE Add 2.58% 32,032 0.01
≡ TME - Tencent Music Entertainment Grp Add 2.56% 66,412 0.00
≡ ABNB - Airbnb Inc. Add 1.59% 167,884 0.06
≡ AON - Aon Plc Add 1.28% 10,500 0.01
≡ MSCI - MSCI Inc. Add 0.55% 750 0.00
≡ MEDP - Medpace Holdings Inc. Add 0.53% 89 0.00
≡ KB - Kb Financial Group Inc ADR Buy 81,167 0.01
≡ CPA - Copa Holdings SA Buy 13,973 0.00
≡ FCX - Freeport-McMoran Inc. Buy 10,410 0.00
≡ NTES - NetEase.com Inc. Buy 4,000 0.00
≡ GOOGL - Alphabet Inc. Reduce 0.17% 3,552 0.00
≡ ADP - Automatic Data Processing Inc. Reduce 0.24% 1,212 0.00
≡ LVS - Las Vegas Sands Corp. Reduce 0.29% 680 0.00
≡ BWMN - Bowman Consulting Group Ltd Reduce 1.30% 737 0.00
≡ MODG - Callaway Golf Co. Reduce 1.45% 1,900 0.00
≡ LLY - Eli Lilly & Co. Reduce 1.68% 9,995 0.02
≡ UNH - United Health Group Inc. Reduce 1.70% 41,293 0.05
≡ FOXF - Fox Factory Holding Corp. Reduce 1.73% 1,653 0.00
≡ EPAM - EPAM Systems Inc. Reduce 2.00% 730 0.00
≡ BL - BlackLine Inc. Reduce 2.02% 2,240 0.00
≡ WRBY - Warby Parker Inc. Reduce 2.06% 10,091 0.00
≡ FSV - Firstservice Corp Reduce 2.09% 765 0.00
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Reduce 2.18% 12,599 0.00
≡ APPF - AppFolio Inc. CL A Reduce 2.29% 621 0.00
≡ WDAY - Workday Inc. Reduce 2.30% 86,687 0.05
≡ SITE - SiteOne Landscape Supply Inc. Reduce 2.30% 491 0.00
≡ HELE - Helen of Troy Ltd. Reduce 2.34% 470 0.00
≡ NVO - Novo Nordisk A S Reduce 2.38% 189,665 0.06
≡ RH - RH Reduce 2.55% 427 0.00
≡ EEFT - Euronet Worldwide Inc. Reduce 2.58% 2,011 0.00
≡ ALRM - Alarm.Com Holdings Reduce 2.71% 3,489 0.00
≡ MSFT - Microsoft Corp. Reduce 2.92% 290,880 0.28
≡ POOL - Pool Corp. Reduce 2.92% 99 0.00
≡ IT - Gartner Inc. Reduce 3.21% 57,909 0.06
≡ QLYS - Qualys Inc. Reduce 3.24% 1,025 0.00
≡ LGIH - LGI Homes Inc. Reduce 3.26% 823 0.00
≡ DOCS - Doximity Inc. Reduce 3.53% 6,099 0.00
≡ ACN - Accenture Reduce 3.58% 171,980 0.14
≡ ADSK - Autodesk Inc. Reduce 3.58% 183,377 0.11
≡ MPWR - Monolithic Power Systems Reduce 3.62% 146 0.00
≡ HLNE - Hamilton Lane Inc. CL A Reduce 3.65% 3,484 0.00
≡ GOOG - Alphabet Inc. CL C Reduce 3.81% 716,486 0.25
≡ MA - Mastercard Inc. Reduce 3.81% 177,190 0.20
≡ ALGN - Align Technology Inc. Reduce 4.10% 52,049 0.04
≡ CRL - Charles River Labs Reduce 4.24% 268 0.00
≡ CRM - Salesforce.com Reduce 4.41% 320,627 0.22
≡ AMZN - Amazon.com Inc. Reduce 5.14% 1,864,696 0.78
≡ NFLX - Netflix Inc. Reduce 5.93% 241,896 0.34
≡ ICLR - ICON plc Reduce 7.88% 93,951 0.07
≡ XPEL - XPEL Inc. Reduce 11.52% 6,574 0.00
≡ GSHD - Goosehead Insurance Inc. Reduce 13.14% 19,969 0.00
≡ CNM - Core & Main Inc Class A Reduce 14.50% 27,126 0.00
≡ ALIT - Alight Inc. Reduce 15.90% 243,304 0.01
≡ YETI - YETI Holdings Inc. Reduce 16.10% 26,467 0.00
≡ DT - Dynatrace Inc. Reduce 19.96% 18,417 0.00
≡ MELI - Mercadolibre Inc. Reduce 22.93% 9,900 0.04
≡ FIVE - Five Below Inc. Reduce 25.70% 7,827 0.00
≡ HLI - Houlihan Lokey Inc. Reduce 29.28% 37,276 0.01
≡ NOW - ServiceNow Inc. Reduce 29.86% 1,133,483 2.00
≡ SGOV - Ishares 0 3 Month Treasury B Reduce 30.57% 1,530 0.00
≡ ADBE - Adobe Inc. Reduce 31.75% 1,319,165 1.54
≡ MORN - Morningstar Inc. Reduce 32.31% 4,454 0.00
≡ TYL - Tyler Technologies Inc. Reduce 46.50% 2,867 0.00
≡ FND - Floor & Decor Holdings Reduce 49.92% 15,608 0.00
≡ BIL - SPDR Bloomberg 1 3 Month T B Reduce 58.80% 356,690 0.07
≡ TREX - Trex Company Inc. Reduce 60.68% 16,307 0.00
≡ WING - Wingstop Inc. Reduce 61.54% 21,793 0.02
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Reduce 79.96% 132,302 0.00
≡ BMBL - Bumble Inc. Reduce 80.94% 418,995 0.00
≡ IWF - iShares Russell 1000 Growth ETF Reduce 81.76% 339,609 0.27
≡ ACWI - iShares MSCI ACWI ETF Reduce 82.86% 84,181 0.00
≡ PYPL - PayPal Holdings Inc. Reduce 99.76% 20,745,006 4.19