Polen Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q4  2021
≡ DOCU - DocuSign Inc. Buy 3,738,508 0.96
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
≡ SHOP - Shopify Inc. Add 5.95% 10,640 0.00
≡ V - Visa Inc. Add 6.17% 634,290 0.26
≡ UL - Unilever PLC Add 6.96% 34,787 0.00
≡ NFLX - Netflix Inc. Add 7.21% 175,827 0.20
≡ DAVA - Endava plc Add 7.41% 10,561 0.00
≡ MELI - Mercadolibre Inc. Add 7.62% 1,221 0.00
≡ HLI - Houlihan Lokey Inc. Add 7.96% 10,714 0.00
≡ ALRM - Alarm.Com Holdings Add 8.13% 12,018 0.00
≡ MEDP - Medpace Holdings Inc. Add 8.14% 7,111 0.00
≡ FOXF - Fox Factory Holding Corp. Add 8.26% 10,543 0.00
≡ WING - Wingstop Inc. Add 8.31% 9,589 0.00
≡ APPF - AppFolio Inc. CL A Add 8.34% 7,728 0.00
≡ EXPO - Exponent Inc. Add 8.39% 11,584 0.00
≡ TRUP - Trupanion Inc. Add 8.40% 12,835 0.00
≡ HELE - Helen of Troy Ltd. Add 8.48% 3,615 0.00
≡ DCT-OLD - Duck Creek Technologies Add 8.54% 25,564 0.00
≡ GSHD - Goosehead Insurance Inc. Add 8.54% 12,513 0.00
≡ GLOB - Globant S.A. Add 8.59% 6,606 0.00
≡ QLYS - Qualys Inc. Add 9.24% 6,553 0.00
≡ ALTR - Altair Engineering Inc. Add 9.28% 10,126 0.00
≡ MBUU - Malibu Boats Inc. Add 9.28% 8,874 0.00
≡ AMN - AMN Healthcare Services Add 9.29% 9,671 0.00
≡ SLP - Simulations Plus Inc. Add 9.37% 15,252 0.00
≡ BL - BlackLine Inc. Add 9.55% 10,624 0.00
≡ YETI - YETI Holdings Inc. Add 9.56% 13,341 0.00
≡ SAP - SAP SE Add 9.95% 71,717 0.02
≡ MDT - Medtronic plc Add 12.96% 116,280 0.03
≡ ADP - Automatic Data Processing Inc. Add 13.38% 32,851 0.01
≡ ACWI - iShares MSCI ACWI ETF Add 14.32% 477 0.00
≡ ADSK - Autodesk Inc. Add 14.53% 875,015 0.46
≡ MA - Mastercard Inc. Add 24.11% 1,484,878 0.95
≡ AON - Aon Plc Add 25.79% 209,597 0.11
≡ TME - Tencent Music Entertainment Grp Add 26.05% 14,475 0.00
≡ PGNY - Progyny Inc. Add 28.65% 68,571 0.01
≡ FTCHF - Farfetch Ltd Add 29.63% 14,165 0.00
≡ TPIF - Timothy Plan International ETF Add 30.16% 2,757 0.00
≡ AMZN - Amazon.com Inc. Add 65.44% 9,120,480 2.75
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Add 69.72% 5,265 0.00
≡ ASML - ASML Holding NV Add 77.99% 34,512 0.05
≡ ICLR - ICON plc Add 112.11% 877,316 0.42
≡ ATHM - Autohome Inc. Buy 10,995 0.00
≡ BKNG - Booking Holdings Inc. Buy 134 0.00
≡ DG - Dollar General Buy 5,234 0.00
≡ EPAM - EPAM Systems Inc. Buy 4,664 0.00
≡ FICO - Fair Isaac Corp. Buy 6,176 0.00
≡ ORCL - Oracle Corp. Buy 4,216 0.00
≡ ORLY - O'Reilly Automotive Buy 1,035 0.00
≡ REGN - Regeneron Pharmaceuticals Buy 2,155 0.00
≡ CATH - Global X S&P 500 Catholic Values ETF Buy 99,879 0.01
≡ RH - RH Buy 7,296 0.01
≡ TYL - Tyler Technologies Inc. Buy 7,629 0.01
≡ OLO - Olo Inc. Buy 493,499 0.03
≡ ABNB - Airbnb Inc. Buy 9,534,237 2.94
Q2  2021
≡ MSCI - MSCI Inc. Add 0.38% 5,158 0.01
≡ YNDX - Yandex N.V. Add 0.64% 200 0.00
≡ TME - Tencent Music Entertainment Grp Add 0.65% 360 0.00
≡ MDT - Medtronic plc Add 1.07% 9,457 0.00
≡ ADP - Automatic Data Processing Inc. Add 1.86% 4,482 0.00
≡ ICLR - ICON plc Add 1.95% 14,984 0.01
≡ EDU - New Oriental Education & Technology Add 2.30% 16,502 0.00
≡ ZTS - Zoetis Inc. Add 2.76% 320,158 0.11
≡ ADBE - Adobe Inc. Add 3.13% 189,429 0.21
≡ EL - Estee Lauder Cos. Add 3.29% 5,356 0.00
≡ PYPL - PayPal Holdings Inc. Add 3.75% 241,506 0.13
≡ ACN - Accenture Add 3.83% 303,763 0.17
≡ META - Meta Platforms Inc. Add 3.92% 489,542 0.33
≡ NFLX - Netflix Inc. Add 3.94% 92,497 0.09
≡ BABA - Alibaba Group Holdings Add 3.95% 53,831 0.02
≡ MSFT - Microsoft Corp. Add 4.25% 653,663 0.34
≡ ILMN - Illumina Inc. Add 4.36% 103,747 0.09
≡ ALGN - Align Technology Inc. Add 4.47% 69,980 0.08
≡ CRM - Salesforce.com Add 4.56% 420,672 0.20
≡ V - Visa Inc. Add 4.57% 448,979 0.20
≡ UNH - United Health Group Inc. Add 4.66% 166,431 0.13
≡ NOW - ServiceNow Inc. Add 4.66% 156,160 0.16
≡ ISRG - Intuitive Surgical Inc. Add 5.13% 159,627 0.09