Polen Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q2  2024
≡ SHOP - Shopify Inc. Add 1672.17% 13,891,599 2.30
≡ MSCI - MSCI Inc. Add 1113.07% 1,514,394 1.83
≡ ACWI - iShares MSCI ACWI ETF Add 909.17% 158,277 0.05
≡ IWF - iShares Russell 1000 Growth ETF Add 292.95% 222,017 0.20
≡ CATH - Global X S&P 500 Catholic Values ETF Add 255.70% 40,115 0.01
≡ SGOV - Ishares 0 3 Month Treasury B Add 197.38% 6,859 0.00
≡ IWM - iShares Russell 2000 ETF Add 96.19% 4,848 0.00
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Add 51.23% 289,360 0.01
≡ PAYC - Paycom Software Inc. Add 47.09% 715,843 0.26
≡ HDB - HDFC Bank Ltd. Add 20.11% 142,878 0.02
≡ MODG - Callaway Golf Co. Add 18.91% 24,349 0.00
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Add 18.75% 6,217 0.00
≡ POOL - Pool Corp. Add 5.73% 189 0.00
≡ EXLS - ExlService Holdings Inc. Add 5.37% 16,680 0.00
≡ AMN - AMN Healthcare Services Add 5.16% 3,032 0.00
≡ CWAN - Clearwater Analytics Hds A Add 4.64% 25,355 0.00
≡ VONG - Vanguard Russell 1000 Growth Add 3.82% 1,270 0.00
≡ MEDP - Medpace Holdings Inc. Add 2.25% 382 0.00
≡ ALRM - Alarm.Com Holdings Add 2.19% 2,741 0.00
≡ ZTS - Zoetis Inc. Add 0.58% 40,937 0.02
≡ FCX - Freeport-McMoran Inc. Add 0.09% 9 0.00
≡ PDD - Pinduoduo Inc. Buy 54,875 0.02
≡ AAON - AAON Inc. Buy 34,884 0.01
≡ IBP - Installed Building Products Buy 13,093 0.01
≡ OPCH - Option Care Health Inc. Buy 153,541 0.01
≡ AIT - Applied Industrial Tech. Buy 7,595 0.00
≡ KNSL - Kinsale Capital Group Inc. Buy 2,315 0.00
≡ KSPI - Jsc Kaspi.kz ADR Buy 9,686 0.00
≡ META - Meta Platforms Inc. Buy 808 0.00
≡ OLLI - Ollie's Bargain Outlet Hldgs Buy 12,800 0.00
≡ RGEN - Repligen Corp. Buy 14,572 0.00
≡ ROAD - Construction Partners Inc. CL A Buy 25,574 0.00
≡ TTEK - Tetra Tech Buy 3,309 0.00
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
Q4  2023
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Add 616.45% 142,362 0.01
≡ ACWI - iShares MSCI ACWI ETF Add 87.14% 47,303 0.09
≡ ETSY - Etsy Inc. Add 83.30% 15,598 0.00
≡ MPWR - Monolithic Power Systems Add 62.23% 1,549 0.00
≡ AZPN - Aspen Technology Inc. Add 47.66% 3,588 0.00
≡ AMN - AMN Healthcare Services Add 39.23% 12,796 0.00
≡ MSFT - Microsoft Corp. Add 39.22% 2,804,875 2.54
≡ IWF - iShares Russell 1000 Growth ETF Add 38.70% 115,901 0.04
≡ WRBY - Warby Parker Inc. Add 32.38% 119,758 0.00
≡ YUMC - Yum China Holdings Inc. Add 28.72% 60,539 0.01
≡ CRL - Charles River Labs Add 26.43% 1,323 0.00
≡ MDT - Medtronic plc Add 23.74% 188,715 0.04
≡ VUG - Vanguard Growth ETF Add 21.26% 1,475 0.00
≡ BMBL - Bumble Inc. Add 20.23% 87,100 0.00
≡ HDB - HDFC Bank Ltd. Add 19.07% 90,214 0.00
≡ TPIF - Timothy Plan International ETF Add 7.31% 1,081 0.00
≡ FOXF - Fox Factory Holding Corp. Add 5.92% 5,354 0.00
≡ EEFT - Euronet Worldwide Inc. Add 4.70% 3,498 0.00
≡ NVO - Novo Nordisk A S Add 0.66% 52,189 0.01
≡ ADP - Automatic Data Processing Inc. Add 0.55% 2,758 0.00
≡ AON - Aon Plc Add 0.53% 4,326 0.00
≡ SITM - SiTime Corp. Add 0.39% 136 0.00
≡ ABT - Abbott Labs Add 0.06% 7,572 0.00
≡ MKTX - MarketAxess Holdings Inc. Buy 4,461 0.16
≡ SGOV - Ishares 0 3 Month Treasury B Buy 5,005 0.16
≡ BIL - SPDR Bloomberg 1 3 Month T B Buy 606,590 0.13
≡ CNM - Core & Main Inc Class A Buy 187,140 0.02
≡ GNRC - Generac Holdings Inc. Buy 46,135 0.01
≡ IWM - iShares Russell 2000 ETF Buy 1,774 0.01