Polen Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q3  2020
≡ RVLV - Revolve Group Inc. Add 18.66% 32,936 0.00
≡ YETI - YETI Holdings Inc. Add 18.71% 12,853 0.00
≡ AMN - AMN Healthcare Services Add 18.72% 9,594 0.00
≡ ALTR - Altair Engineering Inc. Add 18.73% 10,064 0.00
≡ PCTY - Paylocity Holding Corp. Add 18.77% 3,492 0.00
≡ EXPO - Exponent Inc. Add 19.04% 13,627 0.00
≡ POOL - Pool Corp. Add 19.04% 2,279 0.00
≡ FOXF - Fox Factory Holding Corp. Add 19.18% 12,762 0.00
≡ WING - Wingstop Inc. Add 19.29% 8,241 0.00
≡ APPF - AppFolio Inc. CL A Add 19.33% 8,294 0.00
≡ HELE - Helen of Troy Ltd. Add 19.45% 4,352 0.00
≡ ETSY - Etsy Inc. Add 19.46% 11,285 0.00
≡ ORCL - Oracle Corp. Add 22.38% 112,332 0.02
≡ ALRM - Alarm.Com Holdings Add 24.66% 18,323 0.00
≡ EEFT - Euronet Worldwide Inc. Add 24.87% 8,450 0.00
≡ ENV - Envestnet Inc. Add 26.42% 11,678 0.00
≡ WDFC - WD-40 Co. Add 31.38% 6,875 0.00
≡ BABA - Alibaba Group Holdings Add 32.40% 235,113 0.19
≡ SAP - SAP SE Add 34.68% 138,359 0.06
≡ UL - Unilever PLC Add 35.04% 144,925 0.02
≡ CHKP - Check Point Software Technologies Add 41.64% 86,730 0.03
≡ ICLR - ICON plc Add 41.65% 160,086 0.08
≡ MDT - Medtronic plc Add 41.71% 208,560 0.06
≡ EDU - New Oriental Education & Technology Add 41.88% 136,313 0.05
≡ HLI - Houlihan Lokey Inc. Add 76.61% 34,244 0.00
≡ BL - BlackLine Inc. Add 89.43% 30,615 0.01
≡ QLYS - Qualys Inc. Add 98.03% 20,533 0.00
≡ TREX - Trex Company Inc. Add 139.36% 49,560 0.01
≡ GSHD - Goosehead Insurance Inc. Buy 62,534 0.01
≡ MBUU - Malibu Boats Inc. Buy 55,360 0.01
≡ EL - Estee Lauder Cos. Buy 168,680 0.10
≡ AON - Aon Plc Buy 327,757 0.18
≡ ILMN - Illumina Inc. Buy 562,775 0.47
≡ ISRG - Intuitive Surgical Inc. Buy 2,954,307 1.87
≡ UNH - United Health Group Inc. Buy 3,419,053 2.85
Q2  2020
≡ GLOB - Globant S.A. Add 1.26% 515 0.00
≡ RVLV - Revolve Group Inc. Add 4.59% 7,748 0.00
≡ REGN - Regeneron Pharmaceuticals Add 7.18% 123,532 0.23
≡ ALGN - Align Technology Inc. Add 7.22% 219,383 0.18
≡ GOOGL - Alphabet Inc. Add 7.60% 625,460 0.13
≡ DG - Dollar General Add 8.17% 417,656 0.24
≡ IT - Gartner Inc. Add 8.44% 475,596 0.17
≡ ADBE - Adobe Inc. Add 8.52% 437,439 0.58
≡ META - Meta Platforms Inc. Add 9.05% 975,597 0.67
≡ PYPL - PayPal Holdings Inc. Add 9.36% 740,325 0.39
≡ ACN - Accenture Add 9.43% 627,790 0.41
≡ NOW - ServiceNow Inc. Add 9.61% 300,340 0.37
≡ POOL - Pool Corp. Add 9.91% 1,079 0.00
≡ MSFT - Microsoft Corp. Add 10.03% 1,609,874 0.99
≡ RELX - RELX plc Add 10.10% 91,827 0.01
≡ V - Visa Inc. Add 10.20% 830,879 0.49
≡ ZTS - Zoetis Inc. Add 10.37% 1,013,095 0.42
≡ MSCI - MSCI Inc. Add 10.38% 224,837 0.23
≡ UL - Unilever PLC Add 10.41% 39,002 0.01
≡ GOOG - Alphabet Inc. CL C Add 10.47% 3,083,000 0.66
≡ CRM - Salesforce.com Add 10.75% 651,752 0.37
≡ MA - Mastercard Inc. Add 11.18% 551,407 0.49
≡ ABT - Abbott Labs Add 12.32% 2,052,212 0.57
≡ TREX - Trex Company Inc. Add 12.88% 4,058 0.00
≡ ADP - Automatic Data Processing Inc. Add 14.35% 764,404 0.34
≡ SAP - SAP SE Add 20.29% 67,300 0.03
≡ CHKP - Check Point Software Technologies Add 20.88% 35,977 0.01
≡ MDT - Medtronic plc Add 21.12% 87,182 0.02
≡ ICLR - ICON plc Add 21.18% 67,186 0.03
≡ EDU - New Oriental Education & Technology Add 21.45% 57,477 0.02
≡ FOXF - Fox Factory Holding Corp. Add 24.69% 13,178 0.00
≡ BLKB - Blackbaud Inc. Add 40.52% 12,748 0.00
≡ LMAT - Lemaitre Vascular Inc. Add 40.52% 26,974 0.00
≡ ALTR - Altair Engineering Inc. Add 40.59% 15,517 0.00
≡ FND - Floor & Decor Holdings Add 40.59% 17,979 0.00
≡ YETI - YETI Holdings Inc. Add 40.61% 19,834 0.00
≡ BABA - Alibaba Group Holdings Add 42.86% 217,707 0.14
≡ EPAM - EPAM Systems Inc. Add 45.97% 4,122 0.00
≡ MASI - Masimo Corp. Add 48.95% 5,156 0.00
≡ ORCL - Oracle Corp. Add 58.03% 184,281 0.03
≡ SBUX - Starbucks Corp. Add 59.02% 4,739,618 1.05
≡ ADSK - Autodesk Inc. Add 62.29% 2,320,782 1.68
≡ WING - Wingstop Inc. Add 81.12% 19,135 0.01
≡ APPF - AppFolio Inc. CL A Add 84.34% 19,630 0.01
≡ PCTY - Paylocity Holding Corp. Add 92.98% 8,964 0.00
≡ AMN - AMN Healthcare Services Add 96.25% 25,137 0.00
≡ ENV - Envestnet Inc. Add 98.05% 21,879 0.00
≡ TXRH - Texas Roadhouse Inc-A Add 109.49% 26,289 0.01
≡ ALRM - Alarm.Com Holdings Add 115.89% 39,888 0.01
≡ EXPO - Exponent Inc. Add 119.56% 38,981 0.01
≡ ETSY - Etsy Inc. Add 127.79% 32,528 0.01
≡ TREE - LendingTree Inc. Add 129.62% 6,678 0.01
≡ FIVE - Five Below Inc. Add 131.97% 12,950 0.01
≡ EEFT - Euronet Worldwide Inc. Add 166.32% 21,222 0.01
≡ HELE - Helen of Troy Ltd. Add 170.25% 14,097 0.01
≡ BL - BlackLine Inc. Buy 34,233 0.01
≡ HLI - Houlihan Lokey Inc. Buy 44,701 0.01
≡ MEDP - Medpace Holdings Inc. Buy 28,374 0.01
≡ QLYS - Qualys Inc. Buy 20,945 0.01
≡ WDFC - WD-40 Co. Buy 21,907 0.01
Q1  2020
≡ GOOGL - Alphabet Inc. Add 1.84% 149,120 0.04
≡ MSCI - MSCI Inc. Add 2.52% 53,342 0.07
≡ REGN - Regeneron Pharmaceuticals Add 2.67% 44,708 0.09
≡ PYPL - PayPal Holdings Inc. Add 2.87% 220,963 0.09
≡ MSFT - Microsoft Corp. Add 2.87% 448,311 0.31