Polen Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q1  2020
≡ ENV - Envestnet Inc. Add 84.79% 10,239 0.00
≡ FIVE - Five Below Inc. Add 68.67% 3,995 0.00
≡ TREE - LendingTree Inc. Add 68.09% 2,087 0.00
≡ OLLI - Ollie's Bargain Outlet Hldgs Add 67.75% 9,216 0.00
≡ EEFT - Euronet Worldwide Inc. Add 67.70% 5,151 0.00
≡ APPF - AppFolio Inc. CL A Add 67.61% 9,389 0.00
≡ EPAM - EPAM Systems Inc. Add 67.58% 3,616 0.00
≡ TXRH - Texas Roadhouse Inc-A Add 67.55% 9,680 0.00
≡ FOXF - Fox Factory Holding Corp. Add 67.38% 21,483 0.00
≡ ALRM - Alarm.Com Holdings Add 67.33% 13,849 0.00
≡ ALTR - Altair Engineering Inc. Add 67.33% 15,382 0.00
≡ TREX - Trex Company Inc. Add 67.07% 12,648 0.00
≡ EXPO - Exponent Inc. Add 66.96% 13,076 0.00
≡ LMAT - Lemaitre Vascular Inc. Add 66.90% 26,684 0.00
≡ BLKB - Blackbaud Inc. Add 66.86% 12,607 0.00
≡ AMN - AMN Healthcare Services Add 66.80% 10,459 0.00
≡ FND - Floor & Decor Holdings Add 66.80% 17,739 0.00
≡ NOW - ServiceNow Inc. Add 61.06% 1,184,844 1.47
≡ GLOB - Globant S.A. Add 60.28% 15,428 0.01
≡ ORCL - Oracle Corp. Add 49.39% 104,987 0.02
≡ MASI - Masimo Corp. Add 37.83% 2,891 0.00
≡ MDT - Medtronic plc Add 36.78% 111,028 0.04
≡ BABA - Alibaba Group Holdings Add 28.13% 111,530 0.09
≡ RELX - RELX plc Add 24.02% 176,031 0.02
≡ ICLR - ICON plc Add 21.95% 57,091 0.03
≡ CHKP - Check Point Software Technologies Add 21.45% 30,431 0.01
≡ META - Meta Platforms Inc. Add 20.36% 1,824,213 1.32
≡ SAP - SAP SE Add 19.60% 54,349 0.03
≡ LFUS - Littelfuse Inc. Add 10.36% 560 0.00
≡ ALGN - Align Technology Inc. Add 7.51% 212,224 0.16
≡ SBUX - Starbucks Corp. Add 5.92% 449,002 0.13
≡ ACN - Accenture Add 5.84% 367,649 0.26
≡ IT - Gartner Inc. Add 5.79% 308,441 0.13
≡ ADP - Automatic Data Processing Inc. Add 5.45% 275,548 0.16
≡ GOOG - Alphabet Inc. CL C Add 4.54% 1,278,380 0.32
≡ MA - Mastercard Inc. Add 4.48% 211,381 0.22
≡ ADBE - Adobe Inc. Add 3.65% 180,710 0.25
≡ MSFT - Microsoft Corp. Add 2.87% 448,311 0.31
≡ PYPL - PayPal Holdings Inc. Add 2.87% 220,963 0.09
≡ REGN - Regeneron Pharmaceuticals Add 2.67% 44,708 0.09
≡ MSCI - MSCI Inc. Add 2.52% 53,342 0.07
≡ GOOGL - Alphabet Inc. Add 1.84% 149,120 0.04
≡ ADSK - Autodesk Inc. Buy 3,725,811 2.52
≡ EDU - New Oriental Education & Technology Buy 268,008 0.13
≡ HELE - Helen of Troy Ltd. Buy 8,280 0.01
≡ RVLV - Revolve Group Inc. Buy 168,735 0.01
≡ ETSY - Etsy Inc. Buy 25,454 0.00
≡ PCTY - Paylocity Holding Corp. Buy 9,641 0.00
≡ YETI - YETI Holdings Inc. Buy 48,846 0.00
Q4  2019
≡ ABT - Abbott Labs Add 7236.59% 8,802,518 3.01
≡ NVO - Novo Nordisk A S Add 71.82% 99,320 0.01
≡ APPF - AppFolio Inc. CL A Add 69.16% 5,677 0.00
≡ USPH - U.S. Physical Therapy Inc. Add 46.82% 3,303 0.00
≡ MDT - Medtronic plc Add 38.45% 83,829 0.04
≡ LMAT - Lemaitre Vascular Inc. Add 35.97% 10,552 0.00
≡ BABA - Alibaba Group Holdings Add 35.90% 104,733 0.09
≡ SAP - SAP SE Add 20.22% 46,636 0.03
≡ UL - Unilever PLC Add 18.20% 58,041 0.01
≡ RELX - RELX plc Add 18.18% 112,733 0.01
≡ ICLR - ICON plc Add 16.25% 36,370 0.03
≡ CHKP - Check Point Software Technologies Add 16.10% 19,670 0.01
≡ ALTR - Altair Engineering Inc. Add 15.92% 3,138 0.00
≡ MED - Medifast Inc. Add 15.90% 773 0.00
≡ TREE - LendingTree Inc. Add 15.88% 420 0.00
≡ ALRM - Alarm.Com Holdings Add 15.76% 2,800 0.00
≡ FIVE - Five Below Inc. Add 15.71% 790 0.00
≡ FND - Floor & Decor Holdings Add 15.71% 3,606 0.00
≡ BLKB - Blackbaud Inc. Add 15.70% 2,559 0.00
≡ EPAM - EPAM Systems Inc. Add 15.70% 726 0.00
≡ OLLI - Ollie's Bargain Outlet Hldgs Add 15.69% 1,845 0.00
≡ FOXF - Fox Factory Holding Corp. Add 15.68% 4,321 0.00
≡ LOPE - Grand Canyon Education Add 15.68% 1,434 0.00
≡ POOL - Pool Corp. Add 15.68% 1,587 0.00
≡ MASI - Masimo Corp. Add 15.66% 1,035 0.00
≡ TXRH - Texas Roadhouse Inc-A Add 15.65% 1,939 0.00
≡ AMN - AMN Healthcare Services Add 15.64% 2,117 0.00
≡ EEFT - Euronet Worldwide Inc. Add 15.64% 1,029 0.00
≡ TREX - Trex Company Inc. Add 15.63% 2,549 0.00
≡ EXLS - ExlService Holdings Inc. Add 15.61% 8,530 0.00
≡ NEOG - Neogen Corp. Add 15.61% 3,772 0.00
≡ LFUS - Littelfuse Inc. Add 15.57% 728 0.00
≡ GLOB - Globant S.A. Add 15.18% 3,373 0.00
≡ SBUX - Starbucks Corp. Add 3.73% 272,323 0.09
≡ ADP - Automatic Data Processing Inc. Add 3.56% 173,544 0.12
≡ MA - Mastercard Inc. Add 3.46% 157,840 0.19
≡ GOOG - Alphabet Inc. CL C Add 3.28% 894,100 0.24
≡ ORLY - O'Reilly Automotive Add 3.14% 70,847 0.12
≡ ACN - Accenture Add 3.13% 191,131 0.16
≡ NKE - NIKE Inc. Add 3.13% 330,620 0.13
≡ IT - Gartner Inc. Add 2.98% 153,981 0.09
≡ ADBE - Adobe Inc. Add 2.95% 141,977 0.18
≡ V - Visa Inc. Add 2.81% 277,305 0.21
≡ ZTS - Zoetis Inc. Add 2.79% 293,598 0.15
≡ PYPL - PayPal Holdings Inc. Add 2.64% 198,134 0.08
≡ DG - Dollar General Add 2.62% 164,020 0.10
≡ BKNG - Booking Holdings Inc. Add 2.39% 6,226 0.05
≡ REGN - Regeneron Pharmaceuticals Add 2.08% 34,084 0.05
≡ MSCI - MSCI Inc. Add 2.03% 42,134 0.04
≡ ALGN - Align Technology Inc. Add 1.66% 46,267 0.05
≡ GOOGL - Alphabet Inc. Add 1.44% 114,800 0.03