Polen Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q1  2022
≡ META - Meta Platforms Inc. Add 26.07% 2,722,842 1.18
≡ ADBE - Adobe Inc. Add 22.48% 1,222,654 1.09
≡ ADSK - Autodesk Inc. Add 18.74% 1,365,221 0.57
≡ GSHD - Goosehead Insurance Inc. Add 17.94% 32,859 0.00
≡ RH - RH Add 17.38% 1,789 0.00
≡ AZPN - Aspen Technology Inc. Add 17.11% 3,710 0.00
≡ TREX - Trex Company Inc. Add 15.55% 5,533 0.00
≡ QLYS - Qualys Inc. Add 15.25% 15,195 0.00
≡ SAP - SAP SE Add 14.92% 120,804 0.03
≡ FICO - Fair Isaac Corp. Add 14.39% 1,114 0.00
≡ FOXF - Fox Factory Holding Corp. Add 13.43% 23,237 0.00
≡ V - Visa Inc. Add 13.05% 1,500,092 0.65
≡ MYTE - MYT Netherlands Parent BV Add 12.17% 6,729 0.00
≡ DAVA - Endava plc Add 11.55% 17,963 0.01
≡ RVLV - Revolve Group Inc. Add 6.90% 26,514 0.00
≡ OLO - Olo Inc. Add 5.70% 40,172 0.00
≡ ALGN - Align Technology Inc. Add 5.32% 94,539 0.08
≡ ISRG - Intuitive Surgical Inc. Add 4.84% 164,765 0.10
≡ UL - Unilever PLC Add 4.34% 22,612 0.00
≡ CPRT - Copart Inc. Add 3.57% 3,196 0.00
≡ TTD - Trade Desk Inc. Add 3.46% 1,214 0.00
≡ NOW - ServiceNow Inc. Add 2.14% 67,385 0.07
≡ NKE - NIKE Inc. Add 0.97% 79,485 0.02
≡ SKIL - Skillsoft Corp Buy 88,403 0.02
≡ BMBL - Bumble Inc. Buy 255,081 0.01
≡ HLNE - Hamilton Lane Inc. CL A Buy 96,064 0.01
≡ FIVE - Five Below Inc. Buy 15,972 0.00
≡ IWM - iShares Russell 2000 ETF Buy 1,215 0.00
Q4  2021
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Add 4408.50% 565,038 0.05
≡ ACWI - iShares MSCI ACWI ETF Add 2052.01% 78,120 0.01
≡ IWF - iShares Russell 1000 Growth ETF Add 264.18% 173,680 0.09
≡ TPLC - Timothy Plan US Large Mid Cap Core ETF Add 167.03% 21,488 0.00
≡ MELI - Mercadolibre Inc. Add 162.25% 27,978 0.06
≡ GLOB - Globant S.A. Add 112.08% 93,552 0.05
≡ TME - Tencent Music Entertainment Grp Add 68.65% 48,090 0.00
≡ DCT-OLD - Duck Creek Technologies Add 67.38% 218,960 0.01
≡ YETI - YETI Holdings Inc. Add 49.66% 75,916 0.01
≡ FTCHF - Farfetch Ltd Add 47.96% 29,719 0.00
≡ CATH - Global X S&P 500 Catholic Values ETF Add 44.71% 44,652 0.00
≡ OLO - Olo Inc. Add 42.76% 211,001 0.01
≡ RH - RH Add 41.06% 2,996 0.00
≡ BL - BlackLine Inc. Add 30.96% 37,726 0.01
≡ MBUU - Malibu Boats Inc. Add 30.35% 31,719 0.00
≡ ALTR - Altair Engineering Inc. Add 28.65% 34,154 0.00
≡ AMN - AMN Healthcare Services Add 28.63% 32,561 0.01
≡ QLYS - Qualys Inc. Add 28.63% 22,186 0.00
≡ RVLV - Revolve Group Inc. Add 28.37% 84,956 0.01
≡ AMZN - Amazon.com Inc. Add 27.79% 6,408,800 1.79
≡ APPF - AppFolio Inc. CL A Add 26.18% 26,269 0.01
≡ EXPO - Exponent Inc. Add 25.84% 38,669 0.01
≡ PAYC - Paycom Software Inc. Add 25.77% 2,434 0.00
≡ PGNY - Progyny Inc. Add 25.32% 77,968 0.01
≡ FICO - Fair Isaac Corp. Add 25.31% 1,563 0.00
≡ HLI - Houlihan Lokey Inc. Add 25.27% 36,745 0.01
≡ TRUP - Trupanion Inc. Add 25.26% 41,816 0.01
≡ FOXF - Fox Factory Holding Corp. Add 25.24% 34,857 0.01
≡ WING - Wingstop Inc. Add 25.15% 31,444 0.01
≡ MEDP - Medpace Holdings Inc. Add 25.08% 23,703 0.01
≡ ALRM - Alarm.Com Holdings Add 25.01% 39,964 0.01
≡ HELE - Helen of Troy Ltd. Add 24.54% 11,347 0.00
≡ TYL - Tyler Technologies Inc. Add 21.86% 1,668 0.00
≡ PCTY - Paylocity Holding Corp. Add 16.15% 5,820 0.00
≡ GSHD - Goosehead Insurance Inc. Add 15.20% 24,169 0.01
≡ YNDX - Yandex N.V. Add 10.76% 3,450 0.00
≡ CDW - CDW Corp. Add 10.59% 1,890 0.00
≡ CPRT - Copart Inc. Add 10.58% 8,576 0.00
≡ TREX - Trex Company Inc. Add 10.58% 3,405 0.00
≡ PYPL - PayPal Holdings Inc. Add 8.64% 594,061 0.19
≡ ALGN - Align Technology Inc. Add 7.29% 120,793 0.13
≡ KARO - Karooooo Ltd Add 6.74% 2,600 0.00
≡ ADSK - Autodesk Inc. Add 5.62% 387,529 0.18
≡ V - Visa Inc. Add 5.35% 583,184 0.21
≡ ILMN - Illumina Inc. Add 4.99% 126,623 0.08
≡ MA - Mastercard Inc. Add 4.96% 379,273 0.23
≡ ABNB - Airbnb Inc. Add 4.09% 389,546 0.11
≡ ISRG - Intuitive Surgical Inc. Add 3.34% 110,161 0.07
≡ CRM - Salesforce.com Add 3.18% 310,910 0.13
≡ GOOGL - Alphabet Inc. Add 3.05% 351,380 0.09
≡ NFLX - Netflix Inc. Add 3.05% 79,772 0.08
≡ NOW - ServiceNow Inc. Add 2.77% 84,962 0.09
≡ ASML - ASML Holding NV Add 2.55% 2,008 0.00
≡ GOOG - Alphabet Inc. CL C Add 2.51% 780,060 0.19
≡ ZTS - Zoetis Inc. Add 2.47% 237,161 0.10
≡ ABT - Abbott Labs Add 2.45% 538,662 0.13
≡ NKE - NIKE Inc. Add 2.36% 189,144 0.05
≡ MSCI - MSCI Inc. Add 2.35% 32,539 0.03
≡ SAP - SAP SE Add 2.22% 17,594 0.00
≡ TPIF - Timothy Plan International ETF Add 2.03% 242 0.00
≡ AON - Aon Plc Add 1.97% 20,164 0.01
≡ IT - Gartner Inc. Add 1.92% 86,540 0.05
≡ UNH - United Health Group Inc. Add 1.85% 70,473 0.06
≡ DAVA - Endava plc Add 1.63% 2,495 0.00
≡ SBUX - Starbucks Corp. Add 1.37% 178,673 0.04
≡ MSFT - Microsoft Corp. Add 1.22% 122,871 0.07
≡ SHOP - Shopify Inc. Add 0.21% 400 0.00
≡ ACN - Accenture Add 0.19% 12,839 0.01
≡ DOCU - DocuSign Inc. Buy 3,738,508 0.96
≡ WRBY - Warby Parker Inc. Buy 323,557 0.03
≡ BIGC - BigCommerce Holdings Buy 303,717 0.02
≡ FND - Floor & Decor Holdings Buy 4,689 0.00