Polen Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q3  2023
≡ 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
≡ IWM - iShares Russell 2000 ETF Buy 1,388 0.00
≡ MKL - Markel Group Inc. Buy 443 0.00
≡ MORN - Morningstar Inc. Buy 5,622 0.00
≡ VUG - Vanguard Growth ETF Buy 2,808 0.00
Q1  2023
≡ LVS - Las Vegas Sands Corp. Add 3481.75% 315,098 0.05
≡ TME - Tencent Music Entertainment Grp Add 2336.84% 3,267,137 0.07
≡ DLO - DLocal Ltd Add 2055.63% 856,374 0.04
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Add 221.21% 461,948 0.01
≡ FSV - Firstservice Corp Add 180.73% 27,327 0.01
≡ KARO - Karooooo Ltd Add 175.88% 81,350 0.01
≡ TYL - Tyler Technologies Inc. Add 84.15% 5,645 0.00
≡ RH - RH Add 59.65% 7,292 0.00
≡ MYTE - MYT Netherlands Parent BV Add 46.53% 35,049 0.00
≡ MELI - Mercadolibre Inc. Add 31.01% 11,991 0.04
≡ AMZN - Amazon.com Inc. Add 27.70% 9,734,356 2.65
≡ BMBL - Bumble Inc. Add 20.44% 63,452 0.00
≡ TMO - Thermo Fisher Scientific Add 3.52% 77,225 0.12
≡ DOCU - DocuSign Inc. Add 3.29% 270,137 0.04
≡ PYPL - PayPal Holdings Inc. Add 2.25% 275,902 0.06
≡ ILMN - Illumina Inc. Add 0.67% 34,076 0.02
≡ ABNB - Airbnb Inc. Add 0.63% 74,291 0.02
≡ ADP - Automatic Data Processing Inc. Add 0.44% 2,371 0.00
≡ NFLX - Netflix Inc. Add 0.40% 27,777 0.03
≡ CRM - Salesforce.com Add 0.33% 34,228 0.02
≡ ATHM - Autohome Inc. Buy 500,307 0.04
≡ EPAM - EPAM Systems Inc. Buy 44,628 0.04
≡ ALIT - Alight Inc. Buy 747,548 0.02
≡ DCGO - Docgo Inc Buy 367,513 0.01
≡ FET - Forum Energy Technologies Inc. Buy 150,393 0.01
≡ EVTC - EVERTEC Inc. Buy 44,100 0.00
≡ MPWR - Monolithic Power Systems Buy 1,316 0.00
≡ TPIF - Timothy Plan International ETF Buy 18,122 0.00
Q4  2022
≡ IWF - iShares Russell 1000 Growth ETF Add 329.78% 1,947,087 1.22
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Add 299.67% 319,729 0.04
≡ RH - RH Add 141.58% 7,164 0.01
≡ CATH - Global X S&P 500 Catholic Values ETF Add 93.89% 114,872 0.01
≡ SHOP - Shopify Inc. Add 62.53% 327,824 0.03
≡ UL - Unilever PLC Add 59.75% 313,636 0.04
≡ ACWI - iShares MSCI ACWI ETF Add 33.68% 111,539 0.03
≡ TYL - Tyler Technologies Inc. Add 30.05% 1,550 0.00
≡ CRL - Charles River Labs Add 22.32% 1,038 0.00
≡ IWM - iShares Russell 2000 ETF Add 19.34% 2,577 0.00
≡ NOW - ServiceNow Inc. Add 12.64% 499,675 0.57
≡ ILMN - Illumina Inc. Add 11.66% 527,005 0.31
≡ KARO - Karooooo Ltd Add 6.44% 2,800 0.00
≡ CPRT - Copart Inc. Add 3.59% 2,624 0.00
≡ TTD - Trade Desk Inc. Add 3.57% 1,390 0.00
≡ ETSY - Etsy Inc. Add 3.56% 618 0.00
≡ TREX - Trex Company Inc. Add 3.54% 1,146 0.00
≡ AZPN - Aspen Technology Inc. Add 3.37% 279 0.00
≡ TMO - Thermo Fisher Scientific Buy 2,193,711 3.53
≡ EL - Estee Lauder Cos. Buy 124,162 0.09
≡ HDB - HDFC Bank Ltd. Buy 314,866 0.06
≡ IUSG - Ishares Core S&P U.S. Growth Buy 135,869 0.03
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Buy 208,827 0.01
≡ FSV - Firstservice Corp Buy 15,120 0.01
≡ OLPX - Olaplex Holdings Inc. Buy 829,126 0.01
≡ SITM - SiTime Corp. Buy 22,008 0.01
≡ DLO - DLocal Ltd Buy 41,660 0.00
≡ LVS - Las Vegas Sands Corp. Buy 9,050 0.00
Q3  2022
≡ AZTA - Azenta Inc Add 85.90% 55,075 0.00
≡ ACWI - iShares MSCI ACWI ETF Add 85.06% 152,199 0.03