Polen Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q1  2021
≡ ABT - Abbott Labs Add 1.07% 220,118 0.06
≡ EL - Estee Lauder Cos. Add 0.14% 229 0.00
≡ IT - Gartner Inc. Add 0.03% 2,201 0.00
≡ AMZN - Amazon.com Inc. Buy 12,910,720 4.49
≡ NFLX - Netflix Inc. Buy 2,346,817 2.75
≡ DCT-OLD - Duck Creek Technologies Buy 249,436 0.03
≡ PGNY - Progyny Inc. Buy 221,805 0.02
≡ TPLC - Timothy Plan US Large Mid Cap Core ETF Buy 12,662 0.00
≡ YNDX - Yandex N.V. Buy 31,308 0.00
Q4  2020
≡ ILMN - Illumina Inc. Add 313.71% 1,765,503 1.52
≡ IWF - iShares Russell 1000 Growth ETF Add 156.00% 38,570 0.02
≡ MEDP - Medpace Holdings Inc. Add 101.36% 34,057 0.01
≡ WING - Wingstop Inc. Add 50.26% 25,616 0.01
≡ HLI - Houlihan Lokey Inc. Add 32.16% 25,390 0.00
≡ MBUU - Malibu Boats Inc. Add 30.64% 16,965 0.00
≡ BL - BlackLine Inc. Add 29.39% 19,062 0.01
≡ YETI - YETI Holdings Inc. Add 29.37% 23,950 0.00
≡ RVLV - Revolve Group Inc. Add 29.28% 61,328 0.00
≡ FND - Floor & Decor Holdings Add 29.26% 21,618 0.00
≡ QLYS - Qualys Inc. Add 29.24% 12,129 0.00
≡ ALTR - Altair Engineering Inc. Add 29.23% 18,650 0.00
≡ AMN - AMN Healthcare Services Add 29.20% 17,768 0.00
≡ PCTY - Paylocity Holding Corp. Add 29.11% 6,432 0.00
≡ BABA - Alibaba Group Holdings Add 26.49% 254,552 0.14
≡ EXPO - Exponent Inc. Add 24.62% 20,980 0.00
≡ GLOB - Globant S.A. Add 24.60% 11,949 0.01
≡ FOXF - Fox Factory Holding Corp. Add 24.03% 19,056 0.00
≡ GSHD - Goosehead Insurance Inc. Add 23.83% 14,899 0.00
≡ WDFC - WD-40 Co. Add 23.81% 6,853 0.00
≡ APPF - AppFolio Inc. CL A Add 23.58% 12,072 0.01
≡ HELE - Helen of Troy Ltd. Add 23.42% 6,260 0.00
≡ ALRM - Alarm.Com Holdings Add 23.38% 21,655 0.01
≡ TREX - Trex Company Inc. Add 22.65% 19,282 0.00
≡ SAP - SAP SE Add 22.05% 118,506 0.04
≡ ENV - Envestnet Inc. Add 21.68% 12,111 0.00
≡ UL - Unilever PLC Add 21.29% 118,941 0.02
≡ TREE - LendingTree Inc. Add 20.90% 2,933 0.00
≡ EEFT - Euronet Worldwide Inc. Add 20.61% 8,747 0.00
≡ MDT - Medtronic plc Add 15.15% 107,360 0.03
≡ AON - Aon Plc Add 15.12% 49,548 0.02
≡ CHKP - Check Point Software Technologies Add 14.72% 43,430 0.01
≡ ICLR - ICON plc Add 14.55% 79,206 0.04
≡ EDU - New Oriental Education & Technology Add 14.11% 65,181 0.03
≡ ETSY - Etsy Inc. Add 7.13% 4,938 0.00
≡ ABT - Abbott Labs Add 5.60% 1,087,508 0.28
≡ SBUX - Starbucks Corp. Add 4.88% 642,368 0.16
≡ CRM - Salesforce.com Add 4.22% 285,441 0.15
≡ REGN - Regeneron Pharmaceuticals Add 3.36% 65,147 0.07
≡ MA - Mastercard Inc. Add 3.32% 185,803 0.15
≡ ADBE - Adobe Inc. Add 3.07% 176,015 0.20
≡ V - Visa Inc. Add 3.07% 285,843 0.15
≡ META - Meta Platforms Inc. Add 3.04% 363,347 0.23
≡ MSFT - Microsoft Corp. Add 2.95% 434,777 0.22
≡ ZTS - Zoetis Inc. Add 2.89% 318,254 0.12
≡ DG - Dollar General Add 2.56% 144,538 0.07
≡ ISRG - Intuitive Surgical Inc. Add 2.52% 74,439 0.05
≡ ACN - Accenture Add 2.41% 183,233 0.11
≡ GOOGL - Alphabet Inc. Add 2.12% 191,620 0.04
≡ NKE - NIKE Inc. Add 2.06% 147,196 0.05
≡ NOW - ServiceNow Inc. Add 1.99% 63,521 0.08
≡ GOOG - Alphabet Inc. CL C Add 1.87% 631,320 0.13
≡ UNH - United Health Group Inc. Add 1.60% 54,656 0.04
≡ PYPL - PayPal Holdings Inc. Add 1.45% 113,614 0.06
≡ ADSK - Autodesk Inc. Add 1.37% 86,809 0.06
≡ IT - Gartner Inc. Add 1.26% 78,791 0.03
≡ MSCI - MSCI Inc. Add 0.97% 17,466 0.02
≡ ALGN - Align Technology Inc. Add 0.06% 1,503 0.00
≡ DAVA - Endava plc Buy 86,376 0.02
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Buy 67,261 0.01
≡ AZPN - Aspen Technology Inc. Buy 16,819 0.01
≡ DT - Dynatrace Inc. Buy 69,407 0.01
≡ GNRC - Generac Holdings Inc. Buy 11,756 0.01
≡ SLP - Simulations Plus Inc. Buy 89,429 0.01
≡ ACWI - iShares MSCI ACWI ETF Buy 11,658 0.00
≡ CDW - CDW Corp. Buy 14,518 0.00
≡ CPRT - Copart Inc. Buy 65,832 0.00
≡ HEI - HEICO Corp. Buy 13,117 0.00
≡ TME - Tencent Music Entertainment Grp Buy 17,834 0.00
Q3  2020
≡ TREX - Trex Company Inc. Add 139.36% 49,560 0.01
≡ QLYS - Qualys Inc. Add 98.03% 20,533 0.00
≡ BL - BlackLine Inc. Add 89.43% 30,615 0.01
≡ HLI - Houlihan Lokey Inc. Add 76.61% 34,244 0.00
≡ EDU - New Oriental Education & Technology Add 41.88% 136,313 0.05
≡ MDT - Medtronic plc Add 41.71% 208,560 0.06
≡ ICLR - ICON plc Add 41.65% 160,086 0.08
≡ CHKP - Check Point Software Technologies Add 41.64% 86,730 0.03
≡ UL - Unilever PLC Add 35.04% 144,925 0.02
≡ SAP - SAP SE Add 34.68% 138,359 0.06
≡ BABA - Alibaba Group Holdings Add 32.40% 235,113 0.19
≡ WDFC - WD-40 Co. Add 31.38% 6,875 0.00
≡ ENV - Envestnet Inc. Add 26.42% 11,678 0.00
≡ EEFT - Euronet Worldwide Inc. Add 24.87% 8,450 0.00
≡ ALRM - Alarm.Com Holdings Add 24.66% 18,323 0.00
≡ ORCL - Oracle Corp. Add 22.38% 112,332 0.02
≡ ETSY - Etsy Inc. Add 19.46% 11,285 0.00
≡ HELE - Helen of Troy Ltd. Add 19.45% 4,352 0.00
≡ APPF - AppFolio Inc. CL A Add 19.33% 8,294 0.00
≡ WING - Wingstop Inc. Add 19.29% 8,241 0.00
≡ FOXF - Fox Factory Holding Corp. Add 19.18% 12,762 0.00
≡ EXPO - Exponent Inc. Add 19.04% 13,627 0.00