Polen Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q4  2021
≡ GOOG - Alphabet Inc. CL C Add 2.51% 780,060 0.19
≡ ASML - ASML Holding NV Add 2.55% 2,008 0.00
≡ NOW - ServiceNow Inc. Add 2.77% 84,962 0.09
≡ NFLX - Netflix Inc. Add 3.05% 79,772 0.08
≡ GOOGL - Alphabet Inc. Add 3.05% 351,380 0.09
≡ CRM - Salesforce.com Add 3.18% 310,910 0.13
≡ ISRG - Intuitive Surgical Inc. Add 3.34% 110,161 0.07
≡ ABNB - Airbnb Inc. Add 4.09% 389,546 0.11
≡ MA - Mastercard Inc. Add 4.96% 379,273 0.23
≡ ILMN - Illumina Inc. Add 4.99% 126,623 0.08
≡ V - Visa Inc. Add 5.35% 583,184 0.21
≡ ADSK - Autodesk Inc. Add 5.62% 387,529 0.18
≡ KARO - Karooooo Ltd Add 6.74% 2,600 0.00
≡ ALGN - Align Technology Inc. Add 7.29% 120,793 0.13
≡ PYPL - PayPal Holdings Inc. Add 8.64% 594,061 0.19
≡ CPRT - Copart Inc. Add 10.58% 8,576 0.00
≡ TREX - Trex Company Inc. Add 10.58% 3,405 0.00
≡ CDW - CDW Corp. Add 10.59% 1,890 0.00
≡ YNDX - Yandex N.V. Add 10.76% 3,450 0.00
≡ GSHD - Goosehead Insurance Inc. Add 15.20% 24,169 0.01
≡ PCTY - Paylocity Holding Corp. Add 16.15% 5,820 0.00
≡ TYL - Tyler Technologies Inc. Add 21.86% 1,668 0.00
≡ HELE - Helen of Troy Ltd. Add 24.54% 11,347 0.00
≡ ALRM - Alarm.Com Holdings Add 25.01% 39,964 0.01
≡ MEDP - Medpace Holdings Inc. Add 25.08% 23,703 0.01
≡ WING - Wingstop Inc. Add 25.15% 31,444 0.01
≡ FOXF - Fox Factory Holding Corp. Add 25.24% 34,857 0.01
≡ TRUP - Trupanion Inc. Add 25.26% 41,816 0.01
≡ HLI - Houlihan Lokey Inc. Add 25.27% 36,745 0.01
≡ FICO - Fair Isaac Corp. Add 25.31% 1,563 0.00
≡ PGNY - Progyny Inc. Add 25.32% 77,968 0.01
≡ PAYC - Paycom Software Inc. Add 25.77% 2,434 0.00
≡ EXPO - Exponent Inc. Add 25.84% 38,669 0.01
≡ APPF - AppFolio Inc. CL A Add 26.18% 26,269 0.01
≡ AMZN - Amazon.com Inc. Add 27.79% 6,408,800 1.79
≡ RVLV - Revolve Group Inc. Add 28.37% 84,956 0.01
≡ QLYS - Qualys Inc. Add 28.63% 22,186 0.00
≡ AMN - AMN Healthcare Services Add 28.63% 32,561 0.01
≡ ALTR - Altair Engineering Inc. Add 28.65% 34,154 0.00
≡ MBUU - Malibu Boats Inc. Add 30.35% 31,719 0.00
≡ BL - BlackLine Inc. Add 30.96% 37,726 0.01
≡ RH - RH Add 41.06% 2,996 0.00
≡ OLO - Olo Inc. Add 42.76% 211,001 0.01
≡ CATH - Global X S&P 500 Catholic Values ETF Add 44.71% 44,652 0.00
≡ FTCHF - Farfetch Ltd Add 47.96% 29,719 0.00
≡ YETI - YETI Holdings Inc. Add 49.66% 75,916 0.01
≡ DCT-OLD - Duck Creek Technologies Add 67.38% 218,960 0.01
≡ TME - Tencent Music Entertainment Grp Add 68.65% 48,090 0.00
≡ GLOB - Globant S.A. Add 112.08% 93,552 0.05
≡ MELI - Mercadolibre Inc. Add 162.25% 27,978 0.06
≡ TPLC - Timothy Plan US Large Mid Cap Core ETF Add 167.03% 21,488 0.00
≡ IWF - iShares Russell 1000 Growth ETF Add 264.18% 173,680 0.09
≡ ACWI - iShares MSCI ACWI ETF Add 2052.01% 78,120 0.01
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Add 4408.50% 565,038 0.05
≡ FND - Floor & Decor Holdings Buy 4,689 0.00
≡ MYTE - MYT Netherlands Parent BV Buy 55,300 0.00
≡ BIGC - BigCommerce Holdings Buy 303,717 0.02
≡ WRBY - Warby Parker Inc. Buy 323,557 0.03
≡ DOCU - DocuSign Inc. Buy 3,738,508 0.96
≡ BABA - Alibaba Group Holdings Reduce 99.53% 478,707 0.00
≡ ETSY - Etsy Inc. Reduce 58.69% 38,080 0.01
≡ TTD - Trade Desk Inc. Reduce 31.92% 16,444 0.00
≡ EPAM - EPAM Systems Inc. Reduce 27.57% 1,286 0.00
≡ META - Meta Platforms Inc. Reduce 21.09% 2,791,548 1.58
≡ DG - Dollar General Reduce 20.94% 1,096 0.00
≡ AZPN - Aspen Technology Inc. Reduce 20.66% 5,646 0.00
≡ REGN - Regeneron Pharmaceuticals Reduce 10.07% 217 0.00
≡ DT - Dynatrace Inc. Reduce 5.88% 5,048 0.00
≡ ADBE - Adobe Inc. Reduce 4.64% 264,511 0.25
≡ ICLR - ICON plc Reduce 4.40% 73,091 0.04
≡ UL - Unilever PLC Reduce 2.51% 13,444 0.00
≡ ADP - Automatic Data Processing Inc. Reduce 2.26% 6,291 0.00
≡ MDT - Medtronic plc Reduce 0.67% 6,747 0.00
≡ EL - Estee Lauder Cos. Sell 100.00% 2,707 0.00
≡ GNRC - Generac Holdings Inc. Sell 100.00% 6,436 0.00
≡ HEI - HEICO Corp. Sell 100.00% 16,074 0.00
≡ SLP - Simulations Plus Inc. Sell 100.00% 178,076 0.01
Q3  2021
≡ ABT - Abbott Labs Add 0.13% 27,692 0.01
≡ MSCI - MSCI Inc. Add 0.80% 10,921 0.01
≡ ISRG - Intuitive Surgical Inc. Add 0.81% 26,619 0.02
≡ KARO - Karooooo Ltd Add 1.10% 420 0.00
≡ NKE - NIKE Inc. Add 1.29% 101,813 0.03
≡ ALGN - Align Technology Inc. Add 1.33% 21,800 0.03
≡ CRM - Salesforce.com Add 1.33% 128,367 0.06
≡ TPLC - Timothy Plan US Large Mid Cap Core ETF Add 1.60% 203 0.00
≡ GOOG - Alphabet Inc. CL C Add 1.64% 501,820 0.12
≡ GOOGL - Alphabet Inc. Add 1.72% 194,360 0.05
≡ YNDX - Yandex N.V. Add 1.76% 555 0.00
≡ UNH - United Health Group Inc. Add 1.90% 70,893 0.05
≡ META - Meta Platforms Inc. Add 1.90% 246,874 0.15
≡ ILMN - Illumina Inc. Add 2.23% 55,303 0.04
≡ PYPL - PayPal Holdings Inc. Add 3.04% 202,828 0.10
≡ TREX - Trex Company Inc. Add 3.41% 1,062 0.00
≡ HEI - HEICO Corp. Add 3.57% 554 0.00
≡ TTD - Trade Desk Inc. Add 3.60% 1,792 0.00
≡ CDW - CDW Corp. Add 3.62% 623 0.00
≡ AZPN - Aspen Technology Inc. Add 3.63% 958 0.00
≡ CPRT - Copart Inc. Add 3.63% 2,840 0.00
≡ DT - Dynatrace Inc. Add 4.23% 3,486 0.00
≡ PAYC - Paycom Software Inc. Add 4.99% 449 0.00