Polen Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q1  2024
≡ PYPL - PayPal Holdings Inc. Reduce 99.76% 20,745,006 4.19
≡ ACWI - iShares MSCI ACWI ETF Reduce 82.86% 84,181 0.00
≡ IWF - iShares Russell 1000 Growth ETF Reduce 81.76% 339,609 0.27
≡ BMBL - Bumble Inc. Reduce 80.94% 418,995 0.00
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Reduce 79.96% 132,302 0.00
≡ WING - Wingstop Inc. Reduce 61.54% 21,793 0.02
≡ TREX - Trex Company Inc. Reduce 60.68% 16,307 0.00
≡ BIL - SPDR Bloomberg 1 3 Month T B Reduce 58.80% 356,690 0.07
≡ FND - Floor & Decor Holdings Reduce 49.92% 15,608 0.00
≡ TYL - Tyler Technologies Inc. Reduce 46.50% 2,867 0.00
≡ MORN - Morningstar Inc. Reduce 32.31% 4,454 0.00
≡ ADBE - Adobe Inc. Reduce 31.75% 1,319,165 1.54
≡ SGOV - Ishares 0 3 Month Treasury B Reduce 30.57% 1,530 0.00
≡ NOW - ServiceNow Inc. Reduce 29.86% 1,133,483 2.00
≡ HLI - Houlihan Lokey Inc. Reduce 29.28% 37,276 0.01
≡ FIVE - Five Below Inc. Reduce 25.70% 7,827 0.00
≡ MELI - Mercadolibre Inc. Reduce 22.93% 9,900 0.04
≡ DT - Dynatrace Inc. Reduce 19.96% 18,417 0.00
≡ YETI - YETI Holdings Inc. Reduce 16.10% 26,467 0.00
≡ ALIT - Alight Inc. Reduce 15.90% 243,304 0.01
≡ CNM - Core & Main Inc Class A Reduce 14.50% 27,126 0.00
≡ GSHD - Goosehead Insurance Inc. Reduce 13.14% 19,969 0.00
≡ XPEL - XPEL Inc. Reduce 11.52% 6,574 0.00
≡ ICLR - ICON plc Reduce 7.88% 93,951 0.07
≡ NFLX - Netflix Inc. Reduce 5.93% 241,896 0.34
≡ AMZN - Amazon.com Inc. Reduce 5.14% 1,864,696 0.78
≡ CRM - Salesforce.com Reduce 4.41% 320,627 0.22
≡ CRL - Charles River Labs Reduce 4.24% 268 0.00
≡ ALGN - Align Technology Inc. Reduce 4.10% 52,049 0.04
≡ MA - Mastercard Inc. Reduce 3.81% 177,190 0.20
≡ GOOG - Alphabet Inc. CL C Reduce 3.81% 716,486 0.25
≡ HLNE - Hamilton Lane Inc. CL A Reduce 3.65% 3,484 0.00
≡ MPWR - Monolithic Power Systems Reduce 3.62% 146 0.00
≡ ADSK - Autodesk Inc. Reduce 3.58% 183,377 0.11
≡ ACN - Accenture Reduce 3.58% 171,980 0.14
≡ DOCS - Doximity Inc. Reduce 3.53% 6,099 0.00
≡ LGIH - LGI Homes Inc. Reduce 3.26% 823 0.00
≡ QLYS - Qualys Inc. Reduce 3.24% 1,025 0.00
≡ IT - Gartner Inc. Reduce 3.21% 57,909 0.06
≡ POOL - Pool Corp. Reduce 2.92% 99 0.00
≡ MSFT - Microsoft Corp. Reduce 2.92% 290,880 0.28
≡ ALRM - Alarm.Com Holdings Reduce 2.71% 3,489 0.00
≡ EEFT - Euronet Worldwide Inc. Reduce 2.58% 2,011 0.00
≡ RH - RH Reduce 2.55% 427 0.00
≡ NVO - Novo Nordisk A S Reduce 2.38% 189,665 0.06
≡ HELE - Helen of Troy Ltd. Reduce 2.34% 470 0.00
≡ SITE - SiteOne Landscape Supply Inc. Reduce 2.30% 491 0.00
≡ WDAY - Workday Inc. Reduce 2.30% 86,687 0.05
≡ APPF - AppFolio Inc. CL A Reduce 2.29% 621 0.00
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Reduce 2.18% 12,599 0.00
≡ FSV - Firstservice Corp Reduce 2.09% 765 0.00
≡ WRBY - Warby Parker Inc. Reduce 2.06% 10,091 0.00
≡ BL - BlackLine Inc. Reduce 2.02% 2,240 0.00
≡ EPAM - EPAM Systems Inc. Reduce 2.00% 730 0.00
≡ FOXF - Fox Factory Holding Corp. Reduce 1.73% 1,653 0.00
≡ UNH - United Health Group Inc. Reduce 1.70% 41,293 0.05
≡ LLY - Eli Lilly & Co. Reduce 1.68% 9,995 0.02
≡ MODG - Callaway Golf Co. Reduce 1.45% 1,900 0.00
≡ BWMN - Bowman Consulting Group Ltd Reduce 1.30% 737 0.00
≡ LVS - Las Vegas Sands Corp. Reduce 0.29% 680 0.00
≡ ADP - Automatic Data Processing Inc. Reduce 0.24% 1,212 0.00
≡ GOOGL - Alphabet Inc. Reduce 0.17% 3,552 0.00
≡ SPY - SPDR S&P 500 ETF Trust Sell 100.00% 662 0.00
≡ TPIF - Timothy Plan International ETF Sell 100.00% 15,875 0.00
≡ TPLC - Timothy Plan US Large Mid Cap Core ETF Sell 100.00% 15,147 0.00
≡ TSM - Taiwan Semiconductor S.A. Sell 100.00% 42,083 0.01
≡ VUG - Vanguard Growth ETF Sell 100.00% 8,412 0.01
≡ ATHM - Autohome Inc. Sell 100.00% 253,643 0.02
≡ ILMN - Illumina Inc. Sell 100.00% 33,913 0.20
Q4  2023
≡ ILMN - Illumina Inc. Reduce 99.34% 5,092,701 30.03
≡ KARO - Karooooo Ltd Reduce 84.23% 49,391 1.07
≡ FIVE - Five Below Inc. Reduce 60.66% 46,971 0.03
≡ TYL - Tyler Technologies Inc. Reduce 50.51% 6,294 0.01
≡ QLYS - Qualys Inc. Reduce 46.06% 27,032 0.01
≡ ATHM - Autohome Inc. Reduce 44.00% 199,280 0.02
≡ UL - Unilever PLC Reduce 40.20% 314,587 0.03
≡ DLO - DLocal Ltd Reduce 37.49% 721,032 0.03
≡ NFLX - Netflix Inc. Reduce 36.60% 2,356,049 2.77
≡ EPAM - EPAM Systems Inc. Reduce 34.85% 19,490 0.02
≡ DAVA - Endava plc Reduce 33.12% 32,929 0.00
≡ GSHD - Goosehead Insurance Inc. Reduce 31.51% 69,902 0.09
≡ YETI - YETI Holdings Inc. Reduce 30.39% 71,776 0.01
≡ WING - Wingstop Inc. Reduce 27.94% 13,730 0.01
≡ LVS - Las Vegas Sands Corp. Reduce 27.05% 86,245 0.06
≡ ASML - ASML Holding NV Reduce 26.75% 17,446 0.03
≡ FND - Floor & Decor Holdings Reduce 26.47% 11,254 0.00
≡ TME - Tencent Music Entertainment Grp Reduce 26.20% 921,880 0.02
≡ TSM - Taiwan Semiconductor S.A. Reduce 25.36% 14,298 0.00
≡ CATH - Global X S&P 500 Catholic Values ETF Reduce 21.97% 1,517 0.00
≡ APPF - AppFolio Inc. CL A Reduce 21.87% 7,577 0.00
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Reduce 21.08% 154,253 0.01
≡ DOCS - Doximity Inc. Reduce 19.60% 42,149 0.00
≡ ALGN - Align Technology Inc. Reduce 17.88% 276,053 0.18
≡ HLNE - Hamilton Lane Inc. CL A Reduce 16.89% 19,392 0.03
≡ RVLV - Revolve Group Inc. Reduce 15.18% 73,354 0.00
≡ DT - Dynatrace Inc. Reduce 14.69% 15,883 0.00
≡ SKIL - Skillsoft Corp Reduce 11.55% 10,213 0.00
≡ MELI - Mercadolibre Inc. Reduce 10.95% 5,308 0.02
≡ ALIT - Alight Inc. Reduce 9.65% 163,469 0.00
≡ SITE - SiteOne Landscape Supply Inc. Reduce 9.07% 2,128 0.00