Polen Capital Management

History Stock Activity Share change % change to portfolio ▲
Q4  2023
≡ TTD - Trade Desk Inc. Sell 100.00% 35,478 0.01
≡ TYL - Tyler Technologies Inc. Reduce 50.51% 6,294 0.01
≡ QLYS - Qualys Inc. Reduce 46.06% 27,032 0.01
≡ YETI - YETI Holdings Inc. Reduce 30.39% 71,776 0.01
≡ WING - Wingstop Inc. Reduce 27.94% 13,730 0.01
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Reduce 21.08% 154,253 0.01
≡ LLY - Eli Lilly & Co. Reduce 4.65% 29,011 0.01
≡ MSCI - MSCI Inc. Reduce 2.83% 3,939 0.01
≡ SAP - SAP SE Reduce 1.58% 19,980 0.01
≡ GOOGL - Alphabet Inc. Reduce 1.49% 32,351 0.01
≡ ATHM - Autohome Inc. Reduce 44.00% 199,280 0.02
≡ EPAM - EPAM Systems Inc. Reduce 34.85% 19,490 0.02
≡ TME - Tencent Music Entertainment Grp Reduce 26.20% 921,880 0.02
≡ MELI - Mercadolibre Inc. Reduce 10.95% 5,308 0.02
≡ HELE - Helen of Troy Ltd. Reduce 8.89% 1,963 0.02
≡ FIVE - Five Below Inc. Reduce 60.66% 46,971 0.03
≡ UL - Unilever PLC Reduce 40.20% 314,587 0.03
≡ DLO - DLocal Ltd Reduce 37.49% 721,032 0.03
≡ ASML - ASML Holding NV Reduce 26.75% 17,446 0.03
≡ HLNE - Hamilton Lane Inc. CL A Reduce 16.89% 19,392 0.03
≡ EL - Estee Lauder Cos. Sell 100.00% 135,734 0.05
≡ LVS - Las Vegas Sands Corp. Reduce 27.05% 86,245 0.06
≡ NKE - NIKE Inc. Reduce 4.11% 253,276 0.07
≡ GSHD - Goosehead Insurance Inc. Reduce 31.51% 69,902 0.09
≡ ZTS - Zoetis Inc. Reduce 3.72% 192,137 0.09
≡ IT - Gartner Inc. Reduce 5.66% 108,451 0.12
≡ WDAY - Workday Inc. Reduce 4.60% 181,527 0.12
≡ ADSK - Autodesk Inc. Reduce 4.26% 227,667 0.13
≡ PYPL - PayPal Holdings Inc. Reduce 4.11% 891,181 0.13
≡ UNH - United Health Group Inc. Reduce 4.06% 103,060 0.13
≡ TMO - Thermo Fisher Scientific Reduce 5.48% 117,908 0.15
≡ ACN - Accenture Reduce 3.79% 188,989 0.16
≡ MA - Mastercard Inc. Reduce 3.15% 151,254 0.16
≡ ABNB - Airbnb Inc. Reduce 4.60% 509,196 0.17
≡ V - Visa Inc. Reduce 3.66% 277,387 0.17
≡ ALGN - Align Technology Inc. Reduce 17.88% 276,053 0.18
≡ CRM - Salesforce.com Reduce 5.03% 385,014 0.24
≡ ADBE - Adobe Inc. Reduce 3.90% 168,766 0.24
≡ GOOG - Alphabet Inc. CL C Reduce 3.58% 697,466 0.24
≡ NOW - ServiceNow Inc. Reduce 4.96% 198,170 0.34
≡ AMZN - Amazon.com Inc. Reduce 3.00% 1,122,214 0.41
≡ KARO - Karooooo Ltd Reduce 84.23% 49,391 1.07
≡ NFLX - Netflix Inc. Reduce 36.60% 2,356,049 2.77
≡ ILMN - Illumina Inc. Reduce 99.34% 5,092,701 30.03
Q3  2023
≡ CPRT - Copart Inc. Sell 100.00% 42,022 0.00
≡ IWM - iShares Russell 2000 ETF Sell 100.00% 1,388 0.00
≡ MYTE - MYT Netherlands Parent BV Sell 100.00% 51,576 0.00
≡ DOCU - DocuSign Inc. Reduce 99.49% 8,430,648 0.00
≡ CATH - Global X S&P 500 Catholic Values ETF Reduce 85.25% 39,916 0.00
≡ KARO - Karooooo Ltd Reduce 51.81% 63,036 0.00
≡ APPF - AppFolio Inc. CL A Reduce 13.17% 5,258 0.00
≡ TPIF - Timothy Plan International ETF Reduce 5.81% 913 0.00
≡ LVS - Las Vegas Sands Corp. Reduce 4.50% 15,012 0.00
≡ EPAM - EPAM Systems Inc. Reduce 4.38% 2,560 0.00
≡ YUMC - Yum China Holdings Inc. Reduce 4.37% 9,624 0.00
≡ ATHM - Autohome Inc. Reduce 4.25% 20,084 0.00
≡ FND - Floor & Decor Holdings Reduce 3.59% 1,583 0.00
≡ GSHD - Goosehead Insurance Inc. Reduce 3.58% 8,229 0.00
≡ AMN - AMN Healthcare Services Reduce 2.46% 822 0.00
≡ EEFT - Euronet Worldwide Inc. Reduce 2.24% 1,710 0.00
≡ SITE - SiteOne Landscape Supply Inc. Reduce 2.24% 537 0.00
≡ QLYS - Qualys Inc. Reduce 2.12% 1,273 0.00
≡ FSV - Firstservice Corp Reduce 2.02% 826 0.00
≡ SITM - SiTime Corp. Reduce 1.97% 692 0.00
≡ HELE - Helen of Troy Ltd. Reduce 1.73% 389 0.00
≡ DAVA - Endava plc Reduce 1.59% 1,603 0.00
≡ BL - BlackLine Inc. Reduce 1.58% 1,860 0.00
≡ WING - Wingstop Inc. Reduce 1.55% 774 0.00
≡ HLI - Houlihan Lokey Inc. Reduce 1.47% 1,925 0.00
≡ ALRM - Alarm.Com Holdings Reduce 1.46% 2,097 0.00
≡ HLNE - Hamilton Lane Inc. CL A Reduce 1.42% 1,653 0.00
≡ FOXF - Fox Factory Holding Corp. Reduce 1.38% 1,268 0.00
≡ RH - RH Reduce 1.28% 239 0.00
≡ TYL - Tyler Technologies Inc. Reduce 0.80% 100 0.00
≡ SAP - SAP SE Reduce 0.36% 4,585 0.00
≡ ALTR - Altair Engineering Inc. Sell 100.00% 67,792 0.01
≡ DCGO - Docgo Inc Sell 100.00% 455,961 0.01
≡ FTCHF - Farfetch Ltd Sell 100.00% 486,386 0.01
≡ LESL - Leslie's Inc. Sell 100.00% 262,203 0.01
≡ OLO - Olo Inc. Sell 100.00% 694,005 0.01
≡ ADP - Automatic Data Processing Inc. Reduce 8.22% 44,818 0.03
≡ GOOGL - Alphabet Inc. Reduce 3.79% 85,461 0.03
≡ ALGN - Align Technology Inc. Reduce 2.40% 37,906 0.03
≡ IT - Gartner Inc. Reduce 1.93% 37,666 0.03
≡ NKE - NIKE Inc. Reduce 3.08% 195,813 0.05
≡ ADSK - Autodesk Inc. Reduce 2.39% 130,735 0.07
≡ PYPL - PayPal Holdings Inc. Reduce 2.15% 477,360 0.07
≡ ABT - Abbott Labs Reduce 2.75% 381,118 0.10
≡ ZTS - Zoetis Inc. Reduce 4.34% 234,037 0.11
≡ TMO - Thermo Fisher Scientific Reduce 3.91% 87,621 0.12
≡ CRM - Salesforce.com Reduce 3.19% 252,109 0.13
≡ ACN - Accenture Reduce 3.30% 170,551 0.14
≡ ICLR - ICON plc Reduce 16.58% 243,060 0.16
≡ UNH - United Health Group Inc. Reduce 4.45% 118,140 0.16
≡ ABNB - Airbnb Inc. Reduce 4.18% 483,426 0.17
≡ V - Visa Inc. Reduce 3.66% 287,355 0.17
≡ NFLX - Netflix Inc. Reduce 2.58% 170,759 0.17
≡ MA - Mastercard Inc. Reduce 3.71% 184,861 0.19
≡ MSFT - Microsoft Corp. Reduce 3.67% 272,624 0.23
≡ GOOG - Alphabet Inc. CL C Reduce 4.12% 836,611 0.29