Polen Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q4  2021
≡ MYTE - MYT Netherlands Parent BV Buy 55,300 0.00
Q3  2021
≡ ICLR - ICON plc Add 112.11% 877,316 0.42
≡ ASML - ASML Holding NV Add 77.99% 34,512 0.05
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Add 69.72% 5,265 0.00
≡ AMZN - Amazon.com Inc. Add 65.44% 9,120,480 2.75
≡ TPIF - Timothy Plan International ETF Add 30.16% 2,757 0.00
≡ FTCHF - Farfetch Ltd Add 29.63% 14,165 0.00
≡ PGNY - Progyny Inc. Add 28.65% 68,571 0.01
≡ TME - Tencent Music Entertainment Grp Add 26.05% 14,475 0.00
≡ AON - Aon Plc Add 25.79% 209,597 0.11
≡ MA - Mastercard Inc. Add 24.11% 1,484,878 0.95
≡ ADSK - Autodesk Inc. Add 14.53% 875,015 0.46
≡ ACWI - iShares MSCI ACWI ETF Add 14.32% 477 0.00
≡ ADP - Automatic Data Processing Inc. Add 13.38% 32,851 0.01
≡ MDT - Medtronic plc Add 12.96% 116,280 0.03
≡ SAP - SAP SE Add 9.95% 71,717 0.02
≡ YETI - YETI Holdings Inc. Add 9.56% 13,341 0.00
≡ BL - BlackLine Inc. Add 9.55% 10,624 0.00
≡ SLP - Simulations Plus Inc. Add 9.37% 15,252 0.00
≡ AMN - AMN Healthcare Services Add 9.29% 9,671 0.00
≡ ALTR - Altair Engineering Inc. Add 9.28% 10,126 0.00
≡ MBUU - Malibu Boats Inc. Add 9.28% 8,874 0.00
≡ QLYS - Qualys Inc. Add 9.24% 6,553 0.00
≡ GLOB - Globant S.A. Add 8.59% 6,606 0.00
≡ DCT-OLD - Duck Creek Technologies Add 8.54% 25,564 0.00
≡ GSHD - Goosehead Insurance Inc. Add 8.54% 12,513 0.00
≡ HELE - Helen of Troy Ltd. Add 8.48% 3,615 0.00
≡ TRUP - Trupanion Inc. Add 8.40% 12,835 0.00
≡ EXPO - Exponent Inc. Add 8.39% 11,584 0.00
≡ APPF - AppFolio Inc. CL A Add 8.34% 7,728 0.00
≡ WING - Wingstop Inc. Add 8.31% 9,589 0.00
≡ FOXF - Fox Factory Holding Corp. Add 8.26% 10,543 0.00
≡ MEDP - Medpace Holdings Inc. Add 8.14% 7,111 0.00
≡ ALRM - Alarm.Com Holdings Add 8.13% 12,018 0.00
≡ HLI - Houlihan Lokey Inc. Add 7.96% 10,714 0.00
≡ MELI - Mercadolibre Inc. Add 7.62% 1,221 0.00
≡ DAVA - Endava plc Add 7.41% 10,561 0.00
≡ NFLX - Netflix Inc. Add 7.21% 175,827 0.20
≡ UL - Unilever PLC Add 6.96% 34,787 0.00
≡ V - Visa Inc. Add 6.17% 634,290 0.26
≡ SHOP - Shopify Inc. Add 5.95% 10,640 0.00
≡ PAYC - Paycom Software Inc. Add 4.99% 449 0.00
≡ DT - Dynatrace Inc. Add 4.23% 3,486 0.00
≡ AZPN - Aspen Technology Inc. Add 3.63% 958 0.00
≡ CPRT - Copart Inc. Add 3.63% 2,840 0.00
≡ CDW - CDW Corp. Add 3.62% 623 0.00
≡ TTD - Trade Desk Inc. Add 3.60% 1,792 0.00
≡ HEI - HEICO Corp. Add 3.57% 554 0.00
≡ TREX - Trex Company Inc. Add 3.41% 1,062 0.00
≡ PYPL - PayPal Holdings Inc. Add 3.04% 202,828 0.10
≡ ILMN - Illumina Inc. Add 2.23% 55,303 0.04
≡ META - Meta Platforms Inc. Add 1.90% 246,874 0.15
≡ UNH - United Health Group Inc. Add 1.90% 70,893 0.05
≡ YNDX - Yandex N.V. Add 1.76% 555 0.00
≡ GOOGL - Alphabet Inc. Add 1.72% 194,360 0.05
≡ GOOG - Alphabet Inc. CL C Add 1.64% 501,820 0.12
≡ TPLC - Timothy Plan US Large Mid Cap Core ETF Add 1.60% 203 0.00
≡ CRM - Salesforce.com Add 1.33% 128,367 0.06
≡ ALGN - Align Technology Inc. Add 1.33% 21,800 0.03
≡ NKE - NIKE Inc. Add 1.29% 101,813 0.03
≡ KARO - Karooooo Ltd Add 1.10% 420 0.00
≡ ISRG - Intuitive Surgical Inc. Add 0.81% 26,619 0.02
≡ MSCI - MSCI Inc. Add 0.80% 10,921 0.01
≡ ABT - Abbott Labs Add 0.13% 27,692 0.01
≡ ABNB - Airbnb Inc. Buy 9,534,237 2.94
≡ OLO - Olo Inc. Buy 493,499 0.03
≡ CATH - Global X S&P 500 Catholic Values ETF Buy 99,879 0.01
≡ RH - RH Buy 7,296 0.01
≡ TYL - Tyler Technologies Inc. Buy 7,629 0.01
≡ ATHM - Autohome Inc. Buy 10,995 0.00
≡ BKNG - Booking Holdings Inc. Buy 134 0.00
≡ DG - Dollar General Buy 5,234 0.00
≡ EPAM - EPAM Systems Inc. Buy 4,664 0.00
≡ FICO - Fair Isaac Corp. Buy 6,176 0.00
≡ ORCL - Oracle Corp. Buy 4,216 0.00
≡ ORLY - O'Reilly Automotive Buy 1,035 0.00
≡ REGN - Regeneron Pharmaceuticals Buy 2,155 0.00
Q2  2021
≡ AON - Aon Plc Add 54.44% 286,463 0.13
≡ SLP - Simulations Plus Inc. Add 24.52% 32,066 0.00
≡ APPF - AppFolio Inc. CL A Add 20.56% 15,797 0.01
≡ DCT-OLD - Duck Creek Technologies Add 20.03% 49,956 0.00
≡ GOOGL - Alphabet Inc. Add 18.46% 1,762,760 0.41
≡ GSHD - Goosehead Insurance Inc. Add 17.18% 21,471 0.01
≡ IWF - iShares Russell 1000 Growth ETF Add 8.54% 15,100 0.01
≡ AMZN - Amazon.com Inc. Add 7.95% 1,026,940 0.34
≡ PGNY - Progyny Inc. Add 7.91% 17,535 0.00
≡ CDW - CDW Corp. Add 7.90% 1,262 0.00
≡ DT - Dynatrace Inc. Add 7.77% 5,942 0.00
≡ HEI - HEICO Corp. Add 7.68% 1,107 0.00
≡ AZPN - Aspen Technology Inc. Add 7.58% 1,857 0.00
≡ CPRT - Copart Inc. Add 7.37% 5,372 0.00
≡ SAP - SAP SE Add 6.87% 46,344 0.01
≡ HELE - Helen of Troy Ltd. Add 6.68% 2,668 0.00
≡ MEDP - Medpace Holdings Inc. Add 6.67% 5,463 0.00
≡ HLI - Houlihan Lokey Inc. Add 6.65% 8,401 0.00
≡ ALRM - Alarm.Com Holdings Add 6.63% 9,192 0.00
≡ FOXF - Fox Factory Holding Corp. Add 6.61% 7,907 0.00
≡ EXPO - Exponent Inc. Add 6.60% 8,552 0.00
≡ WING - Wingstop Inc. Add 6.49% 7,035 0.00
≡ BL - BlackLine Inc. Add 6.42% 6,709 0.00