Polen Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q4  2023
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Add 616.45% 142,362 0.01
≡ ACWI - iShares MSCI ACWI ETF Add 87.14% 47,303 0.09
≡ ETSY - Etsy Inc. Add 83.30% 15,598 0.00
≡ MPWR - Monolithic Power Systems Add 62.23% 1,549 0.00
≡ AZPN - Aspen Technology Inc. Add 47.66% 3,588 0.00
≡ AMN - AMN Healthcare Services Add 39.23% 12,796 0.00
≡ MSFT - Microsoft Corp. Add 39.21% 2,804,205 2.54
≡ IWF - iShares Russell 1000 Growth ETF Add 38.70% 115,901 0.04
≡ WRBY - Warby Parker Inc. Add 32.38% 119,758 0.00
≡ YUMC - Yum China Holdings Inc. Add 28.72% 60,539 0.01
≡ CRL - Charles River Labs Add 26.43% 1,323 0.00
≡ MDT - Medtronic plc Add 23.74% 188,715 0.04
≡ VUG - Vanguard Growth ETF Add 21.26% 1,475 0.00
≡ BMBL - Bumble Inc. Add 20.23% 87,100 0.00
≡ HDB - HDFC Bank Ltd. Add 19.07% 90,214 0.00
≡ TPIF - Timothy Plan International ETF Add 7.31% 1,081 0.00
≡ FOXF - Fox Factory Holding Corp. Add 5.92% 5,354 0.00
≡ EEFT - Euronet Worldwide Inc. Add 4.70% 3,498 0.00
≡ NVO - Novo Nordisk A S Add 0.66% 52,189 0.01
≡ AON - Aon Plc Add 0.48% 3,896 0.00
≡ ADP - Automatic Data Processing Inc. Add 0.46% 2,318 0.00
≡ SITM - SiTime Corp. Add 0.39% 136 0.00
≡ ABT - Abbott Labs Add 0.05% 6,112 0.00
≡ MKTX - MarketAxess Holdings Inc. Buy 4,461 0.16
≡ SGOV - Ishares 0 3 Month Treasury B Buy 5,005 0.16
≡ BIL - SPDR Bloomberg 1 3 Month T B Buy 606,590 0.13
≡ CNM - Core & Main Inc Class A Buy 187,140 0.02
≡ GNRC - Generac Holdings Inc. Buy 46,135 0.01
≡ IWM - iShares Russell 2000 ETF Buy 1,774 0.01
≡ LGIH - LGI Homes Inc. Buy 25,236 0.01
≡ MEDP - Medpace Holdings Inc. Buy 16,870 0.01
≡ VONG - Vanguard Russell 1000 Growth Buy 33,266 0.01
≡ BWMN - Bowman Consulting Group Ltd Buy 56,575 0.00
≡ MODG - Callaway Golf Co. Buy 130,662 0.00
≡ POOL - Pool Corp. Buy 3,395 0.00
≡ SPY - SPDR S&P 500 ETF Trust Buy 662 0.00
≡ TECH - Bio-Techne Corp. Buy 22,383 0.00
Q3  2023
≡ MORN - Morningstar Inc. Add 150.11% 8,439 0.01
≡ VUG - Vanguard Growth ETF Add 147.04% 4,129 0.00
≡ IWF - iShares Russell 1000 Growth ETF Add 133.80% 171,395 0.12
≡ ACWI - iShares MSCI ACWI ETF Add 119.29% 29,531 0.01
≡ FICO - Fair Isaac Corp. Add 42.09% 258 0.00
≡ PGNY - Progyny Inc. Add 25.83% 71,682 0.01
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Add 23.91% 4,456 0.00
≡ ALIT - Alight Inc. Add 23.11% 317,960 0.01
≡ BMBL - Bumble Inc. Add 20.27% 72,552 0.00
≡ ETSY - Etsy Inc. Add 19.44% 3,048 0.00
≡ RVLV - Revolve Group Inc. Add 14.59% 61,499 0.00
≡ DLO - DLocal Ltd Add 13.90% 234,772 0.01
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Add 13.21% 85,370 0.00
≡ MKL - Markel Group Inc. Add 12.87% 57 0.00
≡ WRBY - Warby Parker Inc. Add 12.46% 40,982 0.00
≡ DOCS - Doximity Inc. Add 11.61% 22,377 0.00
≡ TPLC - Timothy Plan US Large Mid Cap Core ETF Add 10.18% 1,480 0.00
≡ TME - Tencent Music Entertainment Grp Add 10.07% 321,842 0.01
≡ PAYC - Paycom Software Inc. Add 8.46% 1,352 0.00
≡ EL - Estee Lauder Cos. Add 6.68% 8,494 0.00
≡ DT - Dynatrace Inc. Add 6.34% 6,451 0.00
≡ FIVE - Five Below Inc. Add 6.01% 4,390 0.00
≡ YETI - YETI Holdings Inc. Add 4.62% 10,431 0.00
≡ HDB - HDFC Bank Ltd. Add 2.49% 11,476 0.00
≡ UL - Unilever PLC Add 2.27% 17,335 0.00
≡ ASML - ASML Holding NV Add 2.13% 1,358 0.00
≡ SHOP - Shopify Inc. Add 2.04% 16,046 0.00
≡ WDAY - Workday Inc. Add 2.02% 78,352 0.04
≡ MDT - Medtronic plc Add 1.65% 12,876 0.00
≡ AZPN - Aspen Technology Inc. Add 1.02% 76 0.00
≡ CRL - Charles River Labs Add 1.01% 50 0.00
≡ MPWR - Monolithic Power Systems Add 1.01% 25 0.00
≡ TREX - Trex Company Inc. Add 1.00% 292 0.00
≡ TTD - Trade Desk Inc. Add 1.00% 353 0.00
≡ ILMN - Illumina Inc. Add 0.57% 29,153 0.01
≡ AON - Aon Plc Add 0.55% 4,422 0.00
≡ GLOB - Globant S.A. Add 0.38% 1,401 0.00
≡ MELI - Mercadolibre Inc. Add 0.21% 102 0.00
≡ NVO - Novo Nordisk A S Buy 7,906,255 1.89
≡ LLY - Eli Lilly & Co. Buy 623,812 0.88
≡ MSCI - MSCI Inc. Buy 139,245 0.19
≡ CWAN - Clearwater Analytics Hds A Buy 304,600 0.02
≡ EXLS - ExlService Holdings Inc. Buy 97,083 0.01
≡ TSM - Taiwan Semiconductor S.A. Buy 56,381 0.01
≡ XPEL - XPEL Inc. Buy 61,710 0.01
Q2  2023
≡ DLO - DLocal Ltd Add 88.02% 790,467 0.02
≡ MPWR - Monolithic Power Systems Add 87.23% 1,148 0.00
≡ ALIT - Alight Inc. Add 84.08% 628,569 0.01
≡ GLOB - Globant S.A. Add 83.04% 166,539 0.07
≡ PYPL - PayPal Holdings Inc. Add 77.02% 9,642,649 1.60
≡ SITM - SiTime Corp. Add 64.16% 13,751 0.00
≡ HDB - HDFC Bank Ltd. Add 55.85% 165,422 0.03
≡ EPAM - EPAM Systems Inc. Add 31.05% 13,857 0.01
≡ 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
≡ ILMN - Illumina Inc. Add 0.29% 14,983 0.01
≡ WDAY - Workday Inc. Buy 3,871,968 2.17
≡ YUMC - Yum China Holdings Inc. Buy 220,451 0.03
≡ LESL - Leslie's Inc. Buy 262,203 0.01