Polen Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q4  2022
≡ CRM - Salesforce.com Reduce 5.22% 577,251 0.22
≡ DOCU - DocuSign Inc. Reduce 5.05% 437,088 0.07
≡ IT - Gartner Inc. Reduce 4.89% 141,117 0.14
≡ UNH - United Health Group Inc. Reduce 4.35% 123,918 0.19
≡ PYPL - PayPal Holdings Inc. Reduce 3.91% 497,581 0.10
≡ TPLC - Timothy Plan US Large Mid Cap Core ETF Reduce 2.97% 645 0.00
≡ BMBL - Bumble Inc. Reduce 2.82% 8,998 0.00
≡ DOCS - Doximity Inc. Reduce 2.30% 4,874 0.00
≡ ADP - Automatic Data Processing Inc. Reduce 2.30% 12,614 0.01
≡ GOOGL - Alphabet Inc. Reduce 1.72% 61,712 0.02
≡ EEFT - Euronet Worldwide Inc. Reduce 1.32% 1,095 0.00
≡ MSFT - Microsoft Corp. Reduce 1.11% 106,305 0.07
≡ ISRG - Intuitive Surgical Inc. Sell 100.00% 3,897 0.00
≡ JMST - Jpm Ultra Short Muni Income Sell 100.00% 5,875 0.00
Q3  2022
≡ ADSK - Autodesk Inc. Add 0.04% 3,518 0.00
≡ RH - RH Add 0.20% 10 0.00
≡ ETSY - Etsy Inc. Add 0.28% 48 0.00
≡ TREX - Trex Company Inc. Add 0.32% 104 0.00
≡ CPRT - Copart Inc. Add 0.35% 252 0.00
≡ DOCU - DocuSign Inc. Add 0.39% 33,901 0.01
≡ AZPN - Aspen Technology Inc. Add 0.43% 35 0.00
≡ MYTE - MYT Netherlands Parent BV Add 0.47% 390 0.00
≡ ACN - Accenture Add 0.51% 29,646 0.02
≡ TTD - Trade Desk Inc. Add 0.54% 210 0.00
≡ META - Meta Platforms Inc. Add 0.60% 78,927 0.03
≡ GOOGL - Alphabet Inc. Add 0.70% 25,063 0.01
≡ MELI - Mercadolibre Inc. Add 0.79% 331 0.00
≡ MDT - Medtronic plc Add 1.06% 9,576 0.00
≡ ADBE - Adobe Inc. Add 1.11% 76,097 0.06
≡ MSFT - Microsoft Corp. Add 1.39% 131,430 0.09
≡ NKE - NIKE Inc. Add 1.67% 132,843 0.03
≡ ABT - Abbott Labs Add 2.06% 316,416 0.09
≡ SHOP - Shopify Inc. Add 2.23% 11,422 0.00
≡ TYL - Tyler Technologies Inc. Add 2.42% 122 0.00
≡ ALGN - Align Technology Inc. Add 3.60% 69,117 0.04
≡ ASML - ASML Holding NV Add 4.22% 3,105 0.00
≡ UL - Unilever PLC Add 4.36% 21,928 0.00
≡ WING - Wingstop Inc. Add 6.64% 5,681 0.00
≡ FTCHF - Farfetch Ltd Add 8.24% 44,551 0.00
≡ YETI - YETI Holdings Inc. Add 8.69% 22,514 0.00
≡ WRBY - Warby Parker Inc. Add 8.76% 32,195 0.00
≡ FOXF - Fox Factory Holding Corp. Add 8.85% 14,655 0.00
≡ ALRM - Alarm.Com Holdings Add 8.89% 14,242 0.00
≡ HLNE - Hamilton Lane Inc. CL A Add 9.05% 11,727 0.00
≡ PGNY - Progyny Inc. Add 9.10% 28,171 0.00
≡ OLO - Olo Inc. Add 9.20% 71,016 0.00
≡ HLI - Houlihan Lokey Inc. Add 9.61% 14,041 0.00
≡ GLOB - Globant S.A. Add 9.92% 21,852 0.01
≡ SITE - SiteOne Landscape Supply Inc. Add 10.43% 3,534 0.00
≡ BL - BlackLine Inc. Add 10.60% 14,015 0.00
≡ HELE - Helen of Troy Ltd. Add 10.80% 2,711 0.00
≡ ALTR - Altair Engineering Inc. Add 11.12% 13,627 0.00
≡ APPF - AppFolio Inc. CL A Add 11.27% 7,026 0.00
≡ QLYS - Qualys Inc. Add 12.33% 12,182 0.00
≡ CRM - Salesforce.com Add 12.50% 1,228,763 0.50
≡ AON - Aon Plc Add 13.94% 130,250 0.10
≡ ICLR - ICON plc Add 18.38% 258,249 0.13
≡ SBUX - Starbucks Corp. Add 23.18% 179,201 0.04
≡ NOW - ServiceNow Inc. Add 26.46% 827,285 0.87
≡ RVLV - Revolve Group Inc. Add 30.25% 115,791 0.01
≡ DAVA - Endava plc Add 34.22% 31,770 0.01
≡ GSHD - Goosehead Insurance Inc. Add 34.96% 81,171 0.01
≡ DCT-OLD - Duck Creek Technologies Add 35.10% 153,725 0.01
≡ FIVE - Five Below Inc. Add 35.16% 28,796 0.01
≡ ADP - Automatic Data Processing Inc. Add 35.30% 142,881 0.09
≡ PAYC - Paycom Software Inc. Add 39.34% 5,241 0.01
≡ BMBL - Bumble Inc. Add 41.62% 93,880 0.01
≡ FND - Floor & Decor Holdings Add 47.34% 15,915 0.00
≡ NFLX - Netflix Inc. Add 53.93% 2,569,072 1.70
≡ ILMN - Illumina Inc. Add 62.04% 1,731,169 0.93
≡ DOCS - Doximity Inc. Add 65.87% 84,133 0.01
≡ DT - Dynatrace Inc. Add 67.41% 61,711 0.00
≡ SAP - SAP SE Add 74.93% 616,301 0.14
≡ ACWI - iShares MSCI ACWI ETF Add 85.06% 152,199 0.03
≡ AZTA - Azenta Inc Add 85.90% 55,075 0.00
≡ JMST - Jpm Ultra Short Muni Income Buy 5,875 0.00
≡ IWM - iShares Russell 2000 ETF Buy 13,325 0.01
≡ EEFT - Euronet Worldwide Inc. Buy 83,011 0.02
≡ ISRG - Intuitive Surgical Inc. Reduce 99.89% 3,434,501 0.00
≡ IWF - iShares Russell 1000 Growth ETF Reduce 49.27% 573,479 0.34
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Reduce 24.34% 34,320 0.00
≡ AMN - AMN Healthcare Services Reduce 23.25% 21,289 0.01
≡ MA - Mastercard Inc. Reduce 19.51% 1,490,828 1.19
≡ V - Visa Inc. Reduce 18.54% 2,313,368 1.15
≡ CATH - Global X S&P 500 Catholic Values ETF Reduce 7.46% 9,866 0.00
≡ IT - Gartner Inc. Reduce 3.71% 111,065 0.09
≡ UNH - United Health Group Inc. Reduce 2.30% 67,080 0.09
≡ FICO - Fair Isaac Corp. Reduce 2.25% 173 0.00
≡ TME - Tencent Music Entertainment Grp Reduce 1.77% 3,900 0.00
≡ PYPL - PayPal Holdings Inc. Reduce 1.76% 227,812 0.05
≡ KARO - Karooooo Ltd Reduce 1.52% 670 0.00
≡ TPLC - Timothy Plan US Large Mid Cap Core ETF Reduce 0.98% 216 0.00
≡ ABNB - Airbnb Inc. Reduce 0.98% 126,020 0.04
≡ AMZN - Amazon.com Inc. Reduce 0.86% 322,748 0.10
≡ CRL - Charles River Labs Reduce 0.75% 35 0.00
≡ ZTS - Zoetis Inc. Reduce 0.45% 27,043 0.01
≡ GOOG - Alphabet Inc. CL C Reduce 0.19% 55,061 0.01
≡ SQ - Block Inc. Sell 100.00% 4,783 0.00
≡ PCTY - Paylocity Holding Corp. Sell 100.00% 25,562 0.01
Q2  2022
≡ META - Meta Platforms Inc. Add 0.16% 20,815 0.01