Polen Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q3  2022
≡ SAP - SAP SE Add 74.93% 616,301 0.14
≡ DT - Dynatrace Inc. Add 67.41% 61,711 0.00
≡ DOCS - Doximity Inc. Add 65.87% 84,133 0.01
≡ ILMN - Illumina Inc. Add 62.04% 1,731,169 0.93
≡ NFLX - Netflix Inc. Add 53.93% 2,569,072 1.70
≡ FND - Floor & Decor Holdings Add 47.34% 15,915 0.00
≡ BMBL - Bumble Inc. Add 41.62% 93,880 0.01
≡ PAYC - Paycom Software Inc. Add 39.34% 5,241 0.01
≡ ADP - Automatic Data Processing Inc. Add 35.30% 142,881 0.09
≡ FIVE - Five Below Inc. Add 35.16% 28,796 0.01
≡ DCT-OLD - Duck Creek Technologies Add 35.10% 153,725 0.01
≡ GSHD - Goosehead Insurance Inc. Add 34.96% 81,171 0.01
≡ DAVA - Endava plc Add 34.22% 31,770 0.01
≡ RVLV - Revolve Group Inc. Add 30.25% 115,791 0.01
≡ NOW - ServiceNow Inc. Add 26.46% 827,285 0.87
≡ SBUX - Starbucks Corp. Add 23.18% 179,201 0.04
≡ ICLR - ICON plc Add 18.38% 258,249 0.13
≡ AON - Aon Plc Add 13.94% 130,250 0.10
≡ CRM - Salesforce.com Add 12.50% 1,228,763 0.50
≡ QLYS - Qualys Inc. Add 12.33% 12,182 0.00
≡ APPF - AppFolio Inc. CL A Add 11.27% 7,026 0.00
≡ ALTR - Altair Engineering Inc. Add 11.12% 13,627 0.00
≡ HELE - Helen of Troy Ltd. Add 10.80% 2,711 0.00
≡ BL - BlackLine Inc. Add 10.60% 14,015 0.00
≡ SITE - SiteOne Landscape Supply Inc. Add 10.43% 3,534 0.00
≡ GLOB - Globant S.A. Add 9.92% 21,852 0.01
≡ HLI - Houlihan Lokey Inc. Add 9.61% 14,041 0.00
≡ OLO - Olo Inc. Add 9.20% 71,016 0.00
≡ PGNY - Progyny Inc. Add 9.10% 28,171 0.00
≡ HLNE - Hamilton Lane Inc. CL A Add 9.05% 11,727 0.00
≡ ALRM - Alarm.Com Holdings Add 8.89% 14,242 0.00
≡ FOXF - Fox Factory Holding Corp. Add 8.85% 14,655 0.00
≡ WRBY - Warby Parker Inc. Add 8.76% 32,195 0.00
≡ YETI - YETI Holdings Inc. Add 8.69% 22,514 0.00
≡ FTCHF - Farfetch Ltd Add 8.24% 44,551 0.00
≡ WING - Wingstop Inc. Add 6.64% 5,681 0.00
≡ UL - Unilever PLC Add 4.36% 21,928 0.00
≡ ASML - ASML Holding NV Add 4.22% 3,105 0.00
≡ ALGN - Align Technology Inc. Add 3.60% 69,117 0.04
≡ TYL - Tyler Technologies Inc. Add 2.42% 122 0.00
≡ SHOP - Shopify Inc. Add 2.23% 11,422 0.00
≡ ABT - Abbott Labs Add 2.06% 316,416 0.09
≡ NKE - NIKE Inc. Add 1.67% 132,843 0.03
≡ MSFT - Microsoft Corp. Add 1.39% 131,430 0.09
≡ ADBE - Adobe Inc. Add 1.11% 76,097 0.06
≡ MDT - Medtronic plc Add 1.06% 9,576 0.00
≡ MELI - Mercadolibre Inc. Add 0.79% 331 0.00
≡ GOOGL - Alphabet Inc. Add 0.70% 25,063 0.01
≡ META - Meta Platforms Inc. Add 0.60% 78,927 0.03
≡ TTD - Trade Desk Inc. Add 0.54% 210 0.00
≡ ACN - Accenture Add 0.51% 29,646 0.02
≡ MYTE - MYT Netherlands Parent BV Add 0.47% 390 0.00
≡ AZPN - Aspen Technology Inc. Add 0.43% 35 0.00
≡ DOCU - DocuSign Inc. Add 0.39% 33,901 0.01
≡ CPRT - Copart Inc. Add 0.35% 252 0.00
≡ TREX - Trex Company Inc. Add 0.32% 104 0.00
≡ ETSY - Etsy Inc. Add 0.28% 48 0.00
≡ RH - RH Add 0.20% 10 0.00
≡ ADSK - Autodesk Inc. Add 0.04% 3,518 0.00
≡ EEFT - Euronet Worldwide Inc. Buy 83,011 0.02
≡ IWM - iShares Russell 2000 ETF Buy 13,325 0.01
≡ JMST - Jpm Ultra Short Muni Income Buy 5,875 0.00
Q2  2022
≡ FIVE - Five Below Inc. Add 412.84% 65,939 0.02
≡ ACWI - iShares MSCI ACWI ETF Add 359.35% 139,986 0.03
≡ ADP - Automatic Data Processing Inc. Add 57.82% 148,308 0.08
≡ DOCU - DocuSign Inc. Add 55.14% 3,061,367 0.46
≡ GLOB - Globant S.A. Add 39.27% 62,113 0.03
≡ HLNE - Hamilton Lane Inc. CL A Add 34.86% 33,492 0.01
≡ MYTE - MYT Netherlands Parent BV Add 33.05% 20,498 0.00
≡ AMZN - Amazon.com Inc. Add 30.23% 8,718,765 2.44
≡ TME - Tencent Music Entertainment Grp Add 15.32% 29,210 0.00
≡ GSHD - Goosehead Insurance Inc. Add 7.49% 16,174 0.00
≡ KARO - Karooooo Ltd Add 7.14% 2,939 0.00
≡ TTD - Trade Desk Inc. Add 6.74% 2,444 0.00
≡ ILMN - Illumina Inc. Add 6.05% 159,057 0.08
≡ IWF - iShares Russell 1000 Growth ETF Add 4.61% 51,291 0.03
≡ OLO - Olo Inc. Add 3.64% 27,091 0.00
≡ ADBE - Adobe Inc. Add 2.89% 192,328 0.19
≡ ALGN - Align Technology Inc. Add 2.52% 47,184 0.03
≡ PYPL - PayPal Holdings Inc. Add 0.45% 58,188 0.01
≡ META - Meta Platforms Inc. Add 0.16% 20,815 0.01
≡ AZTA - Azenta Inc Buy 64,118 0.01
≡ DOCS - Doximity Inc. Buy 127,720 0.01
≡ SITE - SiteOne Landscape Supply Inc. Buy 33,894 0.01
≡ CRL - Charles River Labs Buy 4,685 0.00
≡ SQ - Block Inc. Buy 4,783 0.00
Q1  2022
≡ FND - Floor & Decor Holdings Add 650.71% 30,512 0.01
≡ FTCHF - Farfetch Ltd Add 582.37% 533,970 0.02
≡ IWF - iShares Russell 1000 Growth ETF Add 364.71% 873,190 0.47
≡ SHOP - Shopify Inc. Add 188.94% 359,010 0.05
≡ NFLX - Netflix Inc. Add 85.74% 2,310,617 1.69
≡ PYPL - PayPal Holdings Inc. Add 72.78% 5,438,958 1.23
≡ TME - Tencent Music Entertainment Grp Add 61.37% 72,500 0.00
≡ DOCU - DocuSign Inc. Add 48.50% 1,813,284 0.38
≡ DT - Dynatrace Inc. Add 35.56% 28,755 0.00
≡ WRBY - Warby Parker Inc. Add 35.31% 114,237 0.01
≡ ETSY - Etsy Inc. Add 34.20% 9,169 0.00
≡ YETI - YETI Holdings Inc. Add 31.79% 72,720 0.01
≡ ABNB - Airbnb Inc. Add 30.53% 3,029,742 1.02
≡ PAYC - Paycom Software Inc. Add 30.11% 3,577 0.00