Polen Capital Management

History Stock Activity Share change % change to portfolio ▼
Q3  2023
≡ BL - BlackLine Inc. Reduce 1.58% 1,860 0.00
≡ DAVA - Endava plc Reduce 1.59% 1,603 0.00
≡ HELE - Helen of Troy Ltd. Reduce 1.73% 389 0.00
≡ SITM - SiTime Corp. Reduce 1.97% 692 0.00
≡ FSV - Firstservice Corp Reduce 2.02% 826 0.00
≡ QLYS - Qualys Inc. Reduce 2.12% 1,273 0.00
≡ EEFT - Euronet Worldwide Inc. Reduce 2.24% 1,710 0.00
≡ SITE - SiteOne Landscape Supply Inc. Reduce 2.24% 537 0.00
≡ AMN - AMN Healthcare Services Reduce 2.46% 822 0.00
≡ GSHD - Goosehead Insurance Inc. Reduce 3.58% 8,229 0.00
≡ FND - Floor & Decor Holdings Reduce 3.59% 1,583 0.00
≡ ATHM - Autohome Inc. Reduce 4.25% 20,084 0.00
≡ YUMC - Yum China Holdings Inc. Reduce 4.37% 9,624 0.00
≡ EPAM - EPAM Systems Inc. Reduce 4.38% 2,560 0.00
≡ LVS - Las Vegas Sands Corp. Reduce 4.50% 15,012 0.00
≡ TPIF - Timothy Plan International ETF Reduce 5.81% 913 0.00
≡ APPF - AppFolio Inc. CL A Reduce 13.17% 5,258 0.00
≡ KARO - Karooooo Ltd Reduce 51.81% 63,036 0.00
≡ CATH - Global X S&P 500 Catholic Values ETF Reduce 85.25% 39,916 0.00
≡ DOCU - DocuSign Inc. Reduce 99.49% 8,430,648 0.00
≡ CPRT - Copart Inc. Sell 100.00% 42,022 0.00
≡ IWM - iShares Russell 2000 ETF Sell 100.00% 1,388 0.00
≡ MYTE - MYT Netherlands Parent BV Sell 100.00% 51,576 0.00
Q2  2023
≡ WDAY - Workday Inc. Buy 3,871,968 2.17
≡ PYPL - PayPal Holdings Inc. Add 77.02% 9,642,649 1.60
≡ MSFT - Microsoft Corp. Reduce 19.66% 1,817,269 1.53
≡ CRM - Salesforce.com Reduce 24.75% 2,602,169 1.36
≡ ADSK - Autodesk Inc. Reduce 30.34% 2,386,575 1.21
≡ AMZN - Amazon.com Inc. Reduce 5.88% 2,638,569 0.85
≡ IT - Gartner Inc. Reduce 27.87% 754,516 0.66
≡ NFLX - Netflix Inc. Reduce 5.03% 350,214 0.38
≡ GOOG - Alphabet Inc. CL C Reduce 4.59% 978,730 0.29
≡ NOW - ServiceNow Inc. Reduce 4.48% 197,790 0.28
≡ ADBE - Adobe Inc. Reduce 4.51% 218,591 0.27
≡ MA - Mastercard Inc. Reduce 3.44% 177,370 0.17
≡ ACN - Accenture Reduce 3.48% 186,287 0.14
≡ V - Visa Inc. Reduce 2.64% 212,806 0.13
≡ ABNB - Airbnb Inc. Reduce 2.92% 348,068 0.11
≡ ABT - Abbott Labs Reduce 2.72% 387,593 0.10
≡ GLOB - Globant S.A. Add 83.04% 166,539 0.07
≡ UNH - United Health Group Inc. Reduce 2.08% 56,360 0.07
≡ ZTS - Zoetis Inc. Reduce 2.45% 135,756 0.06
≡ TMO - Thermo Fisher Scientific Reduce 1.42% 32,287 0.04
≡ HDB - HDFC Bank Ltd. Add 55.85% 165,422 0.03
≡ NKE - NIKE Inc. Reduce 1.89% 122,152 0.03
≡ ALGN - Align Technology Inc. Reduce 2.43% 39,338 0.03
≡ ACWI - iShares MSCI ACWI ETF Reduce 77.58% 85,656 0.03
≡ YUMC - Yum China Holdings Inc. Buy 220,451 0.03
≡ DLO - DLocal Ltd Add 88.02% 790,467 0.02
≡ SAP - SAP SE Reduce 3.74% 49,293 0.02
≡ ALIT - Alight Inc. Add 84.08% 628,569 0.01
≡ EPAM - EPAM Systems Inc. Add 31.05% 13,857 0.01
≡ ILMN - Illumina Inc. Add 0.29% 14,983 0.01
≡ GOOGL - Alphabet Inc. Reduce 1.11% 25,409 0.01
≡ ICLR - ICON plc Reduce 1.39% 20,693 0.01
≡ AON - Aon Plc Reduce 1.65% 13,636 0.01
≡ SHOP - Shopify Inc. Reduce 3.77% 30,781 0.01
≡ MELI - Mercadolibre Inc. Reduce 4.48% 2,268 0.01
≡ IWF - iShares Russell 1000 Growth ETF Reduce 6.44% 8,813 0.01
≡ GSHD - Goosehead Insurance Inc. Reduce 20.86% 60,666 0.01
≡ APPF - AppFolio Inc. CL A Reduce 31.12% 18,030 0.01
≡ FET - Forum Energy Technologies Inc. Sell 100.00% 150,393 0.01
≡ LESL - Leslie's Inc. Buy 262,203 0.01
≡ MPWR - Monolithic Power Systems Add 87.23% 1,148 0.00
≡ SITM - SiTime Corp. Add 64.16% 13,751 0.00
≡ DCGO - Docgo Inc Add 24.07% 88,448 0.00
≡ YETI - YETI Holdings Inc. Add 7.80% 16,330 0.00
≡ EL - Estee Lauder Cos. Add 5.64% 6,788 0.00
≡ LVS - Las Vegas Sands Corp. Add 3.01% 9,745 0.00
≡ TYL - Tyler Technologies Inc. Add 1.68% 207 0.00
≡ ADP - Automatic Data Processing Inc. Add 1.47% 7,879 0.00
≡ DOCU - DocuSign Inc. Reduce 0.07% 6,095 0.00
≡ PAYC - Paycom Software Inc. Reduce 0.56% 90 0.00
≡ FIVE - Five Below Inc. Reduce 1.95% 1,452 0.00
≡ RVLV - Revolve Group Inc. Reduce 2.20% 9,482 0.00
≡ MDT - Medtronic plc Reduce 2.55% 20,461 0.00
≡ ALTR - Altair Engineering Inc. Reduce 3.43% 2,405 0.00
≡ FSV - Firstservice Corp Reduce 3.44% 1,462 0.00
≡ AMN - AMN Healthcare Services Reduce 3.49% 1,210 0.00
≡ ASML - ASML Holding NV Reduce 3.57% 2,365 0.00
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Reduce 3.65% 24,462 0.00
≡ HELE - Helen of Troy Ltd. Reduce 3.69% 861 0.00
≡ BL - BlackLine Inc. Reduce 3.75% 4,580 0.00
≡ UL - Unilever PLC Reduce 3.79% 30,132 0.00
≡ QLYS - Qualys Inc. Reduce 3.84% 2,397 0.00
≡ BMBL - Bumble Inc. Reduce 4.26% 15,927 0.00
≡ PGNY - Progyny Inc. Reduce 4.45% 12,918 0.00
≡ RH - RH Reduce 4.47% 873 0.00
≡ EEFT - Euronet Worldwide Inc. Reduce 4.51% 3,603 0.00
≡ ALRM - Alarm.Com Holdings Reduce 4.54% 6,825 0.00
≡ KARO - Karooooo Ltd Reduce 4.64% 5,926 0.00
≡ OLO - Olo Inc. Reduce 4.64% 33,761 0.00
≡ WRBY - Warby Parker Inc. Reduce 4.71% 16,261 0.00
≡ DOCS - Doximity Inc. Reduce 4.79% 9,692 0.00
≡ HLNE - Hamilton Lane Inc. CL A Reduce 4.83% 5,916 0.00
≡ HLI - Houlihan Lokey Inc. Reduce 4.86% 6,689 0.00
≡ WING - Wingstop Inc. Reduce 4.88% 2,559 0.00
≡ FTCHF - Farfetch Ltd Reduce 4.94% 25,268 0.00
≡ FND - Floor & Decor Holdings Reduce 4.97% 2,305 0.00
≡ FOXF - Fox Factory Holding Corp. Reduce 5.06% 4,884 0.00