Polen Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q4  2023
≡ V - Visa Inc. Reduce 3.66% 277,387 0.17
≡ GOOG - Alphabet Inc. CL C Reduce 3.58% 697,466 0.24
≡ MA - Mastercard Inc. Reduce 3.15% 151,254 0.16
≡ AMZN - Amazon.com Inc. Reduce 3.00% 1,122,214 0.41
≡ GLOB - Globant S.A. Reduce 2.86% 10,522 0.00
≡ SHOP - Shopify Inc. Reduce 2.84% 22,774 0.00
≡ MSCI - MSCI Inc. Reduce 2.83% 3,939 0.01
≡ ICLR - ICON plc Reduce 2.52% 30,791 0.00
≡ PGNY - Progyny Inc. Reduce 2.49% 8,702 0.00
≡ MORN - Morningstar Inc. Reduce 1.96% 276 0.00
≡ SAP - SAP SE Reduce 1.58% 19,980 0.01
≡ GOOGL - Alphabet Inc. Reduce 1.49% 32,351 0.01
≡ HLI - Houlihan Lokey Inc. Reduce 1.29% 1,669 0.00
≡ DOCU - DocuSign Inc. Sell 100.00% 43,366 0.00
≡ EVTC - EVERTEC Inc. Sell 100.00% 44,100 0.00
≡ FICO - Fair Isaac Corp. Sell 100.00% 871 0.00
≡ MKL - Markel Group Inc. Sell 100.00% 500 0.00
≡ TTD - Trade Desk Inc. Sell 100.00% 35,478 0.01
≡ EL - Estee Lauder Cos. Sell 100.00% 135,734 0.05
Q3  2023
≡ MELI - Mercadolibre Inc. Add 0.21% 102 0.00
≡ GLOB - Globant S.A. Add 0.38% 1,401 0.00
≡ AON - Aon Plc Add 0.55% 4,422 0.00
≡ ILMN - Illumina Inc. Add 0.57% 29,153 0.01
≡ TREX - Trex Company Inc. Add 1.00% 292 0.00
≡ TTD - Trade Desk Inc. Add 1.00% 353 0.00
≡ CRL - Charles River Labs Add 1.01% 50 0.00
≡ MPWR - Monolithic Power Systems Add 1.01% 25 0.00
≡ AZPN - Aspen Technology Inc. Add 1.02% 76 0.00
≡ MDT - Medtronic plc Add 1.65% 12,876 0.00
≡ WDAY - Workday Inc. Add 2.02% 78,352 0.04
≡ SHOP - Shopify Inc. Add 2.04% 16,046 0.00
≡ ASML - ASML Holding NV Add 2.13% 1,358 0.00
≡ UL - Unilever PLC Add 2.27% 17,335 0.00
≡ HDB - HDFC Bank Ltd. Add 2.49% 11,476 0.00
≡ YETI - YETI Holdings Inc. Add 4.62% 10,431 0.00
≡ FIVE - Five Below Inc. Add 6.01% 4,390 0.00
≡ DT - Dynatrace Inc. Add 6.34% 6,451 0.00
≡ EL - Estee Lauder Cos. Add 6.68% 8,494 0.00
≡ PAYC - Paycom Software Inc. Add 8.46% 1,352 0.00
≡ TME - Tencent Music Entertainment Grp Add 10.07% 321,842 0.01
≡ TPLC - Timothy Plan US Large Mid Cap Core ETF Add 10.18% 1,480 0.00
≡ DOCS - Doximity Inc. Add 11.61% 22,377 0.00
≡ WRBY - Warby Parker Inc. Add 12.46% 40,982 0.00
≡ MKL - Markel Group Inc. Add 12.87% 57 0.00
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Add 13.21% 85,370 0.00
≡ DLO - DLocal Ltd Add 13.90% 234,772 0.01
≡ RVLV - Revolve Group Inc. Add 14.59% 61,499 0.00
≡ ETSY - Etsy Inc. Add 19.44% 3,048 0.00
≡ BMBL - Bumble Inc. Add 20.27% 72,552 0.00
≡ ALIT - Alight Inc. Add 23.11% 317,960 0.01
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Add 23.91% 4,456 0.00
≡ PGNY - Progyny Inc. Add 25.83% 71,682 0.01
≡ FICO - Fair Isaac Corp. Add 42.09% 258 0.00
≡ ACWI - iShares MSCI ACWI ETF Add 119.29% 29,531 0.01
≡ IWF - iShares Russell 1000 Growth ETF Add 133.80% 171,395 0.12
≡ VUG - Vanguard Growth ETF Add 147.04% 4,129 0.00
≡ MORN - Morningstar Inc. Add 150.11% 8,439 0.01
≡ EXLS - ExlService Holdings Inc. Buy 97,083 0.01
≡ TSM - Taiwan Semiconductor S.A. Buy 56,381 0.01
≡ XPEL - XPEL Inc. Buy 61,710 0.01
≡ CWAN - Clearwater Analytics Hds A Buy 304,600 0.02
≡ MSCI - MSCI Inc. Buy 139,245 0.19
≡ LLY - Eli Lilly & Co. Buy 623,812 0.88
≡ NVO - Novo Nordisk A S Buy 7,906,255 1.89
≡ 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
≡ ICLR - ICON plc Reduce 16.58% 243,060 0.16
≡ APPF - AppFolio Inc. CL A Reduce 13.17% 5,258 0.00
≡ AMZN - Amazon.com Inc. Reduce 11.47% 4,846,037 1.62
≡ ADP - Automatic Data Processing Inc. Reduce 8.22% 44,818 0.03
≡ ADBE - Adobe Inc. Reduce 6.64% 307,486 0.41
≡ TPIF - Timothy Plan International ETF Reduce 5.81% 913 0.00
≡ NOW - ServiceNow Inc. Reduce 5.23% 220,433 0.32
≡ LVS - Las Vegas Sands Corp. Reduce 4.50% 15,012 0.00
≡ UNH - United Health Group Inc. Reduce 4.45% 118,140 0.16
≡ EPAM - EPAM Systems Inc. Reduce 4.38% 2,560 0.00
≡ YUMC - Yum China Holdings Inc. Reduce 4.37% 9,624 0.00
≡ ZTS - Zoetis Inc. Reduce 4.34% 234,037 0.11
≡ ATHM - Autohome Inc. Reduce 4.25% 20,084 0.00
≡ ABNB - Airbnb Inc. Reduce 4.18% 483,426 0.17
≡ GOOG - Alphabet Inc. CL C Reduce 4.12% 836,611 0.29
≡ TMO - Thermo Fisher Scientific Reduce 3.91% 87,621 0.12
≡ GOOGL - Alphabet Inc. Reduce 3.79% 85,461 0.03
≡ MA - Mastercard Inc. Reduce 3.71% 184,861 0.19
≡ MSFT - Microsoft Corp. Reduce 3.67% 272,624 0.23
≡ V - Visa Inc. Reduce 3.66% 287,355 0.17
≡ FND - Floor & Decor Holdings Reduce 3.59% 1,583 0.00
≡ GSHD - Goosehead Insurance Inc. Reduce 3.58% 8,229 0.00
≡ ACN - Accenture Reduce 3.30% 170,551 0.14
≡ CRM - Salesforce.com Reduce 3.19% 252,109 0.13
≡ NKE - NIKE Inc. Reduce 3.08% 195,813 0.05
≡ ABT - Abbott Labs Reduce 2.75% 381,118 0.10
≡ NFLX - Netflix Inc. Reduce 2.58% 170,759 0.17
≡ AMN - AMN Healthcare Services Reduce 2.46% 822 0.00
≡ ALGN - Align Technology Inc. Reduce 2.40% 37,906 0.03
≡ ADSK - Autodesk Inc. Reduce 2.39% 130,735 0.07
≡ EEFT - Euronet Worldwide Inc. Reduce 2.24% 1,710 0.00
≡ SITE - SiteOne Landscape Supply Inc. Reduce 2.24% 537 0.00
≡ PYPL - PayPal Holdings Inc. Reduce 2.15% 477,360 0.07