Polen Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q4  2019
≡ NOW - ServiceNow Inc. Buy 1,940,426 2.16
≡ CRM - Salesforce.com Buy 3,081,772 1.97
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Buy 46,108 0.01
≡ EXPO - Exponent Inc. Buy 19,527 0.01
≡ ENV - Envestnet Inc. Buy 12,076 0.00
≡ WING - Wingstop Inc. Buy 10,973 0.00
Q3  2019
≡ ALTR - Altair Engineering Inc. Add 60.99% 7,466 0.00
≡ UL - Unilever PLC Add 57.97% 117,005 0.03
≡ RELX - RELX plc Add 57.86% 227,288 0.03
≡ SAP - SAP SE Add 52.77% 79,687 0.04
≡ CHKP - Check Point Software Technologies Add 50.23% 40,856 0.02
≡ ICLR - ICON plc Add 50.12% 74,704 0.05
≡ MDT - Medtronic plc Add 49.77% 72,448 0.04
≡ BABA - Alibaba Group Holdings Add 36.51% 78,026 0.06
≡ NVO - Novo Nordisk A S Add 16.52% 19,612 0.00
≡ ALGN - Align Technology Inc. Add 6.81% 177,178 0.15
≡ BKNG - Booking Holdings Inc. Add 4.94% 12,295 0.11
≡ GLOB - Globant S.A. Add 4.94% 1,047 0.00
≡ META - Meta Platforms Inc. Add 4.71% 440,895 0.36
≡ PYPL - PayPal Holdings Inc. Add 4.45% 319,396 0.15
≡ IT - Gartner Inc. Add 4.44% 220,059 0.15
≡ ACN - Accenture Add 4.41% 257,820 0.23
≡ ADBE - Adobe Inc. Add 4.34% 200,321 0.25
≡ ORLY - O'Reilly Automotive Add 4.32% 93,413 0.17
≡ ADP - Automatic Data Processing Inc. Add 4.32% 201,860 0.15
≡ ORCL - Oracle Corp. Add 4.25% 613,890 0.16
≡ MA - Mastercard Inc. Add 3.94% 172,942 0.22
≡ MSFT - Microsoft Corp. Add 3.73% 580,985 0.37
≡ V - Visa Inc. Add 3.61% 344,623 0.27
≡ REGN - Regeneron Pharmaceuticals Add 3.60% 57,097 0.07
≡ NKE - NIKE Inc. Add 3.54% 360,887 0.16
≡ ZTS - Zoetis Inc. Add 3.38% 344,007 0.20
≡ GOOG - Alphabet Inc. CL C Add 3.34% 881,140 0.25
≡ GOOGL - Alphabet Inc. Add 3.23% 249,220 0.07
≡ DG - Dollar General Add 3.15% 191,182 0.14
≡ EXLS - ExlService Holdings Inc. Add 2.24% 1,195 0.00
≡ LMAT - Lemaitre Vascular Inc. Add 1.58% 455 0.00
≡ MASI - Masimo Corp. Add 1.57% 102 0.00
≡ LFUS - Littelfuse Inc. Add 1.52% 70 0.00
≡ TREE - LendingTree Inc. Add 1.46% 38 0.00
≡ NEOG - Neogen Corp. Add 1.38% 328 0.00
≡ CMD - Cantel Medical Corp. Add 1.36% 163 0.00
≡ LOPE - Grand Canyon Education Add 1.26% 114 0.00
≡ EEFT - Euronet Worldwide Inc. Add 1.23% 80 0.00
≡ FND - Floor & Decor Holdings Add 1.23% 278 0.00
≡ EPAM - EPAM Systems Inc. Add 1.20% 55 0.00
≡ USPH - U.S. Physical Therapy Inc. Add 1.19% 83 0.00
≡ POOL - Pool Corp. Add 1.15% 115 0.00
≡ PAYC - Paycom Software Inc. Add 1.14% 70 0.00
≡ AMN - AMN Healthcare Services Add 1.12% 150 0.00
≡ BLKB - Blackbaud Inc. Add 1.10% 178 0.00
≡ OLLI - Ollie's Bargain Outlet Hldgs Add 1.06% 123 0.00
≡ FIVE - Five Below Inc. Add 1.05% 52 0.00
≡ MDSO-OLD - Medidata Solutions Add 1.01% 138 0.00
≡ TREX - Trex Company Inc. Add 0.89% 144 0.00
≡ TXRH - Texas Roadhouse Inc-A Add 0.83% 102 0.00
≡ FOXF - Fox Factory Holding Corp. Add 0.81% 221 0.00
≡ ALRM - Alarm.Com Holdings Add 0.79% 139 0.00
≡ MED - Medifast Inc. Add 0.37% 18 0.00
≡ MSCI - MSCI Inc. Buy 2,070,846 2.08
≡ ABT - Abbott Labs Buy 121,639 0.05
≡ APPF - AppFolio Inc. CL A Buy 8,209 0.00
Q2  2019
≡ IWF - iShares Russell 1000 Growth ETF Add 76.92% 22,361 0.02
≡ MA - Mastercard Inc. Add 65.88% 1,744,262 2.24
≡ BABA - Alibaba Group Holdings Add 55.67% 76,427 0.06
≡ SAP - SAP SE Add 36.76% 40,588 0.03
≡ ICLR - ICON plc Add 29.59% 34,037 0.03
≡ CHKP - Check Point Software Technologies Add 29.56% 18,559 0.01
≡ MDT - Medtronic plc Add 29.50% 33,156 0.02
≡ NVO - Novo Nordisk A S Add 29.13% 26,776 0.00
≡ RELX - RELX plc Add 27.71% 85,245 0.01
≡ UL - Unilever PLC Add 27.57% 43,618 0.01
≡ GOOG - Alphabet Inc. CL C Add 19.33% 4,274,480 1.12
≡ META - Meta Platforms Inc. Add 17.39% 1,386,046 1.30
≡ MED - Medifast Inc. Add 8.66% 386 0.00
≡ INGN - Inogen Inc. Add 8.63% 404 0.00
≡ GLOB - Globant S.A. Add 8.61% 1,678 0.00
≡ FOXF - Fox Factory Holding Corp. Add 8.30% 2,095 0.00
≡ TXRH - Texas Roadhouse Inc-A Add 8.28% 940 0.00
≡ TREX - Trex Company Inc. Add 8.21% 1,227 0.00
≡ MDSO-OLD - Medidata Solutions Add 8.12% 1,031 0.00
≡ FIVE - Five Below Inc. Add 8.10% 373 0.00
≡ OLLI - Ollie's Bargain Outlet Hldgs Add 8.07% 869 0.00
≡ BLKB - Blackbaud Inc. Add 8.02% 1,197 0.00
≡ AMN - AMN Healthcare Services Add 7.99% 991 0.00
≡ PAYC - Paycom Software Inc. Add 7.97% 455 0.00
≡ ALRM - Alarm.Com Holdings Add 7.95% 1,298 0.00
≡ FND - Floor & Decor Holdings Add 7.92% 1,663 0.00
≡ EPAM - EPAM Systems Inc. Add 7.88% 334 0.00
≡ LOPE - Grand Canyon Education Add 7.85% 657 0.00
≡ EEFT - Euronet Worldwide Inc. Add 7.81% 471 0.00
≡ POOL - Pool Corp. Add 7.74% 719 0.00
≡ ALTR - Altair Engineering Inc. Add 7.73% 878 0.00
≡ NEOG - Neogen Corp. Add 7.70% 1,704 0.00
≡ CMD - Cantel Medical Corp. Add 7.67% 851 0.00
≡ LFUS - Littelfuse Inc. Add 7.59% 325 0.00
≡ TREE - LendingTree Inc. Add 7.51% 182 0.00
≡ LMAT - Lemaitre Vascular Inc. Add 7.50% 2,016 0.00
≡ MASI - Masimo Corp. Add 7.11% 432 0.00
≡ EXLS - ExlService Holdings Inc. Add 6.82% 3,410 0.00