Polen Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q1  2022
≡ OLO - Olo Inc. Add 5.70% 40,172 0.00
≡ RVLV - Revolve Group Inc. Add 6.90% 26,514 0.00
≡ DAVA - Endava plc Add 11.55% 17,963 0.01
≡ MYTE - MYT Netherlands Parent BV Add 12.17% 6,729 0.00
≡ V - Visa Inc. Add 13.05% 1,500,092 0.65
≡ FOXF - Fox Factory Holding Corp. Add 13.43% 23,237 0.00
≡ FICO - Fair Isaac Corp. Add 14.39% 1,114 0.00
≡ SAP - SAP SE Add 14.92% 120,804 0.03
≡ QLYS - Qualys Inc. Add 15.25% 15,195 0.00
≡ TREX - Trex Company Inc. Add 15.55% 5,533 0.00
≡ AZPN - Aspen Technology Inc. Add 17.11% 3,710 0.00
≡ RH - RH Add 17.38% 1,789 0.00
≡ GSHD - Goosehead Insurance Inc. Add 17.94% 32,859 0.00
≡ ADSK - Autodesk Inc. Add 18.74% 1,365,221 0.57
≡ ADBE - Adobe Inc. Add 22.48% 1,222,654 1.09
≡ META - Meta Platforms Inc. Add 26.07% 2,722,842 1.18
≡ PAYC - Paycom Software Inc. Add 30.11% 3,577 0.00
≡ ABNB - Airbnb Inc. Add 30.53% 3,029,742 1.02
≡ YETI - YETI Holdings Inc. Add 31.79% 72,720 0.01
≡ ETSY - Etsy Inc. Add 34.20% 9,169 0.00
≡ WRBY - Warby Parker Inc. Add 35.31% 114,237 0.01
≡ DT - Dynatrace Inc. Add 35.56% 28,755 0.00
≡ DOCU - DocuSign Inc. Add 48.50% 1,813,284 0.38
≡ TME - Tencent Music Entertainment Grp Add 61.37% 72,500 0.00
≡ PYPL - PayPal Holdings Inc. Add 72.78% 5,438,958 1.23
≡ NFLX - Netflix Inc. Add 85.74% 2,310,617 1.69
≡ SHOP - Shopify Inc. Add 188.94% 359,010 0.05
≡ IWF - iShares Russell 1000 Growth ETF Add 364.71% 873,190 0.47
≡ FTCHF - Farfetch Ltd Add 582.37% 533,970 0.02
≡ FND - Floor & Decor Holdings Add 650.71% 30,512 0.01
≡ FIVE - Five Below Inc. Buy 15,972 0.00
≡ IWM - iShares Russell 2000 ETF Buy 1,215 0.00
≡ BMBL - Bumble Inc. Buy 255,081 0.01
≡ HLNE - Hamilton Lane Inc. CL A Buy 96,064 0.01
≡ SKIL - Skillsoft Corp Buy 88,403 0.02
≡ EXPO - Exponent Inc. Reduce 97.62% 183,834 0.00
≡ MEDP - Medpace Holdings Inc. Reduce 96.15% 113,670 0.00
≡ SBUX - Starbucks Corp. Reduce 93.55% 12,329,189 2.18
≡ GOOGL - Alphabet Inc. Reduce 69.90% 8,287,660 2.25
≡ ACWI - iShares MSCI ACWI ETF Reduce 52.45% 42,972 0.01
≡ HELE - Helen of Troy Ltd. Reduce 47.04% 27,094 0.01
≡ MSCI - MSCI Inc. Reduce 39.52% 559,577 0.55
≡ TYL - Tyler Technologies Inc. Reduce 36.12% 3,358 0.01
≡ WING - Wingstop Inc. Reduce 34.21% 53,518 0.01
≡ ZTS - Zoetis Inc. Reduce 31.71% 3,113,415 1.15
≡ DG - Dollar General Reduce 30.81% 1,275 0.00
≡ REGN - Regeneron Pharmaceuticals Reduce 28.64% 555 0.00
≡ PCTY - Paylocity Holding Corp. Reduce 26.69% 11,171 0.00
≡ IT - Gartner Inc. Reduce 26.08% 1,198,522 0.70
≡ ACN - Accenture Reduce 11.10% 747,718 0.49
≡ GLOB - Globant S.A. Reduce 10.65% 18,856 0.01
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Reduce 8.57% 49,550 0.00
≡ TPLC - Timothy Plan US Large Mid Cap Core ETF Reduce 8.33% 2,861 0.00
≡ GOOG - Alphabet Inc. CL C Reduce 7.30% 2,330,020 0.64
≡ BIGC - BigCommerce Holdings Reduce 5.98% 18,177 0.00
≡ ALTR - Altair Engineering Inc. Reduce 5.96% 9,145 0.00
≡ AMN - AMN Healthcare Services Reduce 5.88% 8,600 0.00
≡ MBUU - Malibu Boats Inc. Reduce 5.87% 7,996 0.00
≡ ADP - Automatic Data Processing Inc. Reduce 5.76% 15,664 0.01
≡ MDT - Medtronic plc Reduce 5.63% 56,650 0.01
≡ AON - Aon Plc Reduce 5.54% 57,712 0.04
≡ PGNY - Progyny Inc. Reduce 4.54% 17,520 0.00
≡ APPF - AppFolio Inc. CL A Reduce 4.50% 5,692 0.00
≡ TRUP - Trupanion Inc. Reduce 4.38% 9,091 0.00
≡ MELI - Mercadolibre Inc. Reduce 4.27% 1,932 0.00
≡ ALRM - Alarm.Com Holdings Reduce 4.24% 8,474 0.00
≡ DCT-OLD - Duck Creek Technologies Reduce 4.22% 22,964 0.00
≡ HLI - Houlihan Lokey Inc. Reduce 4.13% 7,524 0.00
≡ MSFT - Microsoft Corp. Reduce 3.66% 372,139 0.22
≡ BL - BlackLine Inc. Reduce 3.06% 4,879 0.00
≡ UNH - United Health Group Inc. Reduce 2.96% 114,675 0.11
≡ AMZN - Amazon.com Inc. Reduce 2.12% 625,100 0.20
≡ ICLR - ICON plc Reduce 1.87% 29,709 0.01
≡ ASML - ASML Holding NV Reduce 1.51% 1,220 0.00
≡ ILMN - Illumina Inc. Reduce 1.18% 31,531 0.02
≡ MA - Mastercard Inc. Reduce 1.11% 89,070 0.06
≡ ABT - Abbott Labs Reduce 0.57% 128,030 0.03
≡ CATH - Global X S&P 500 Catholic Values ETF Reduce 0.48% 694 0.00
≡ CRM - Salesforce.com Reduce 0.10% 10,481 0.00
≡ ATHM - Autohome Inc. Sell 100.00% 10,995 0.00
≡ BABA - Alibaba Group Holdings Sell 100.00% 2,244 0.00
≡ EPAM - EPAM Systems Inc. Sell 100.00% 3,378 0.00
≡ TAL - TAL Education Group Sell 100.00% 17,340 0.00
≡ TPIF - Timothy Plan International ETF Sell 100.00% 12,139 0.00
≡ YNDX - Yandex N.V. Sell 100.00% 35,513 0.00
≡ CDW - CDW Corp. Sell 100.00% 19,742 0.01
Q4  2021
≡ ACN - Accenture Add 0.19% 12,839 0.01
≡ SHOP - Shopify Inc. Add 0.21% 400 0.00
≡ MSFT - Microsoft Corp. Add 1.22% 122,871 0.07
≡ SBUX - Starbucks Corp. Add 1.37% 178,673 0.04
≡ DAVA - Endava plc Add 1.63% 2,495 0.00
≡ UNH - United Health Group Inc. Add 1.85% 70,473 0.06
≡ IT - Gartner Inc. Add 1.92% 86,540 0.05
≡ AON - Aon Plc Add 1.97% 20,164 0.01
≡ TPIF - Timothy Plan International ETF Add 2.03% 242 0.00
≡ SAP - SAP SE Add 2.22% 17,594 0.00
≡ MSCI - MSCI Inc. Add 2.35% 32,539 0.03
≡ NKE - NIKE Inc. Add 2.36% 189,144 0.05
≡ ABT - Abbott Labs Add 2.45% 538,662 0.13
≡ ZTS - Zoetis Inc. Add 2.47% 237,161 0.10