Polen Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q2  2021
≡ MA - Mastercard Inc. Add 5.15% 301,360 0.21
≡ ADSK - Autodesk Inc. Add 5.34% 305,021 0.17
≡ SBUX - Starbucks Corp. Add 5.37% 753,946 0.16
≡ NKE - NIKE Inc. Add 5.95% 445,218 0.13
≡ DAVA - Endava plc Add 6.08% 8,165 0.00
≡ ABT - Abbott Labs Add 6.14% 1,272,680 0.28
≡ GLOB - Globant S.A. Add 6.24% 4,513 0.00
≡ MBUU - Malibu Boats Inc. Add 6.39% 5,747 0.00
≡ PCTY - Paylocity Holding Corp. Add 6.39% 2,267 0.00
≡ AMN - AMN Healthcare Services Add 6.40% 6,257 0.00
≡ QLYS - Qualys Inc. Add 6.40% 4,265 0.00
≡ YETI - YETI Holdings Inc. Add 6.40% 8,386 0.00
≡ ALTR - Altair Engineering Inc. Add 6.41% 6,572 0.00
≡ BL - BlackLine Inc. Add 6.42% 6,709 0.00
≡ WING - Wingstop Inc. Add 6.49% 7,035 0.00
≡ EXPO - Exponent Inc. Add 6.60% 8,552 0.00
≡ FOXF - Fox Factory Holding Corp. Add 6.61% 7,907 0.00
≡ ALRM - Alarm.Com Holdings Add 6.63% 9,192 0.00
≡ HLI - Houlihan Lokey Inc. Add 6.65% 8,401 0.00
≡ MEDP - Medpace Holdings Inc. Add 6.67% 5,463 0.00
≡ HELE - Helen of Troy Ltd. Add 6.68% 2,668 0.00
≡ SAP - SAP SE Add 6.87% 46,344 0.01
≡ CPRT - Copart Inc. Add 7.37% 5,372 0.00
≡ AZPN - Aspen Technology Inc. Add 7.58% 1,857 0.00
≡ HEI - HEICO Corp. Add 7.68% 1,107 0.00
≡ DT - Dynatrace Inc. Add 7.77% 5,942 0.00
≡ CDW - CDW Corp. Add 7.90% 1,262 0.00
≡ PGNY - Progyny Inc. Add 7.91% 17,535 0.00
≡ AMZN - Amazon.com Inc. Add 7.95% 1,026,940 0.34
≡ IWF - iShares Russell 1000 Growth ETF Add 8.54% 15,100 0.01
≡ GSHD - Goosehead Insurance Inc. Add 17.18% 21,471 0.01
≡ GOOGL - Alphabet Inc. Add 18.46% 1,762,760 0.41
≡ DCT-OLD - Duck Creek Technologies Add 20.03% 49,956 0.00
≡ APPF - AppFolio Inc. CL A Add 20.56% 15,797 0.01
≡ SLP - Simulations Plus Inc. Add 24.52% 32,066 0.00
≡ AON - Aon Plc Add 54.44% 286,463 0.13
≡ ACWI - iShares MSCI ACWI ETF Buy 3,330 0.00
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Buy 7,552 0.00
≡ FTCHF - Farfetch Ltd Buy 47,805 0.00
≡ KARO - Karooooo Ltd Buy 38,164 0.00
≡ TAL - TAL Education Group Buy 17,340 0.00
≡ TPIF - Timothy Plan International ETF Buy 9,140 0.00
≡ PAYC - Paycom Software Inc. Buy 8,997 0.01
≡ TTD - Trade Desk Inc. Buy 49,723 0.01
≡ TRUP - Trupanion Inc. Buy 152,713 0.03
≡ MELI - Mercadolibre Inc. Buy 16,023 0.05
≡ SHOP - Shopify Inc. Buy 178,970 0.05
≡ ASML - ASML Holding NV Buy 44,250 0.06
Q1  2021
≡ IT - Gartner Inc. Add 0.03% 2,201 0.00
≡ EL - Estee Lauder Cos. Add 0.14% 229 0.00
≡ ABT - Abbott Labs Add 1.07% 220,118 0.06
≡ MA - Mastercard Inc. Add 1.32% 76,012 0.06
≡ META - Meta Platforms Inc. Add 1.44% 177,413 0.12
≡ MSFT - Microsoft Corp. Add 1.48% 224,044 0.12
≡ SBUX - Starbucks Corp. Add 1.78% 245,298 0.06
≡ ACN - Accenture Add 1.93% 150,538 0.09
≡ ILMN - Illumina Inc. Add 2.09% 48,751 0.04
≡ ZTS - Zoetis Inc. Add 2.16% 244,701 0.09
≡ V - Visa Inc. Add 2.27% 218,092 0.10
≡ NKE - NIKE Inc. Add 2.45% 178,897 0.05
≡ ADBE - Adobe Inc. Add 2.63% 155,414 0.17
≡ ISRG - Intuitive Surgical Inc. Add 2.70% 81,765 0.05
≡ UNH - United Health Group Inc. Add 2.76% 95,941 0.08
≡ SAP - SAP SE Add 2.80% 18,370 0.01
≡ NOW - ServiceNow Inc. Add 3.07% 99,806 0.11
≡ GOOGL - Alphabet Inc. Add 3.33% 308,140 0.07
≡ MDT - Medtronic plc Add 8.76% 71,488 0.02
≡ HEI - HEICO Corp. Add 9.88% 1,296 0.00
≡ CDW - CDW Corp. Add 9.98% 1,449 0.00
≡ DT - Dynatrace Inc. Add 10.18% 7,066 0.00
≡ GNRC - Generac Holdings Inc. Add 10.40% 1,223 0.00
≡ CPRT - Copart Inc. Add 10.66% 7,016 0.00
≡ ETSY - Etsy Inc. Add 10.70% 7,939 0.00
≡ BABA - Alibaba Group Holdings Add 12.20% 148,304 0.08
≡ EEFT - Euronet Worldwide Inc. Add 19.50% 9,982 0.00
≡ GLOB - Globant S.A. Add 19.54% 11,828 0.00
≡ ENV - Envestnet Inc. Add 20.04% 13,623 0.00
≡ HLI - Houlihan Lokey Inc. Add 21.03% 21,946 0.00
≡ MEDP - Medpace Holdings Inc. Add 21.12% 14,292 0.01
≡ HELE - Helen of Troy Ltd. Add 21.14% 6,973 0.00
≡ ALRM - Alarm.Com Holdings Add 21.28% 24,317 0.01
≡ APPF - AppFolio Inc. CL A Add 21.41% 13,546 0.00
≡ FOXF - Fox Factory Holding Corp. Add 21.65% 21,296 0.01
≡ EXPO - Exponent Inc. Add 21.96% 23,324 0.01
≡ ICLR - ICON plc Add 23.06% 143,853 0.06
≡ MBUU - Malibu Boats Inc. Add 24.30% 17,576 0.00
≡ YETI - YETI Holdings Inc. Add 24.31% 25,648 0.00
≡ RVLV - Revolve Group Inc. Add 24.32% 65,852 0.01
≡ PCTY - Paylocity Holding Corp. Add 24.33% 6,942 0.00
≡ ALTR - Altair Engineering Inc. Add 24.34% 20,070 0.00
≡ QLYS - Qualys Inc. Add 24.36% 13,058 0.00
≡ AMN - AMN Healthcare Services Add 24.41% 19,187 0.00
≡ BL - BlackLine Inc. Add 24.56% 20,607 0.01
≡ CRM - Salesforce.com Add 31.04% 2,186,033 1.04
≡ EDU - New Oriental Education & Technology Add 36.42% 191,947 0.06
≡ AON - Aon Plc Add 39.46% 148,879 0.08
≡ WING - Wingstop Inc. Add 41.54% 31,811 0.01
≡ AZPN - Aspen Technology Inc. Add 45.75% 7,694 0.00
≡ SLP - Simulations Plus Inc. Add 46.21% 41,329 0.01
≡ DAVA - Endava plc Add 55.54% 47,973 0.01