Polen Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q3  2024
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Add 0.28% 109 0.00
≡ TME - Tencent Music Entertainment Grp Add 2.33% 35,131 0.00
≡ LVS - Las Vegas Sands Corp. Add 3.34% 6,560 0.00
≡ DLO - DLocal Ltd Add 3.52% 33,567 0.00
≡ PGNY - Progyny Inc. Add 3.97% 13,828 0.00
≡ YUMC - Yum China Holdings Inc. Add 4.71% 9,490 0.00
≡ POOL - Pool Corp. Add 5.37% 187 0.00
≡ MKTX - MarketAxess Holdings Inc. Add 7.24% 585 0.00
≡ ADBE - Adobe Inc. Add 24.26% 646,442 0.86
≡ MELI - Mercadolibre Inc. Add 25.69% 7,975 0.04
≡ SHOP - Shopify Inc. Add 28.84% 4,245,484 0.88
≡ NTES - NetEase.com Inc. Add 31.70% 1,268 0.00
≡ ASML - ASML Holding NV Add 31.75% 16,215 0.03
≡ GLOB - Globant S.A. Add 32.61% 155,641 0.08
≡ MSCI - MSCI Inc. Add 35.01% 577,843 0.87
≡ IWM - iShares Russell 2000 ETF Add 35.33% 3,493 0.00
≡ IBP - Installed Building Products Add 37.20% 4,870 0.00
≡ ROAD - Construction Partners Inc. CL A Add 37.23% 9,520 0.00
≡ WDAY - Workday Inc. Add 40.06% 1,373,625 0.87
≡ PAYC - Paycom Software Inc. Add 57.01% 1,274,771 0.55
≡ PDD - Pinduoduo Inc. Add 71.39% 39,175 0.01
≡ SGOV - Ishares 0 3 Month Treasury B Add 79.27% 8,192 0.00
≡ KNSL - Kinsale Capital Group Inc. Add 80.60% 1,866 0.00
≡ AIT - Applied Industrial Tech. Add 113.35% 8,609 0.01
≡ RGEN - Repligen Corp. Add 142.81% 20,811 0.01
≡ TTEK - Tetra Tech Add 598.82% 19,815 0.00
≡ BAH - Booz Allen Hamilton Hldg Corp. Buy 4,722 0.00
≡ BLD - TopBuild Corp. Buy 4,075 0.00
≡ BROS - Dutch Bros Inc Class A Buy 44,241 0.00
≡ KARO - Karooooo Ltd Buy 10,634 0.00
≡ SPY - SPDR S&P 500 ETF Trust Buy 1,863 0.00
≡ USHY - Ishares Broad Usd High Yield Buy 26,300 0.00
≡ VT - Vanguard Tot World Stk ETF Buy 4,018 0.00
≡ NSIT - Insight Enterprises Inc. Buy 21,357 0.01
≡ NVEE - NV5 Global Inc. Buy 163,232 0.01
≡ PCTY - Paylocity Holding Corp. Buy 23,332 0.01
≡ RMBS - Rambus Inc. Buy 56,150 0.01
≡ VUG - Vanguard Growth ETF Buy 13,814 0.01
≡ ELF - e.l.f. Beauty, Inc. Buy 64,126 0.02
≡ IVV - Ishares Core S&P 500 ETF Buy 10,746 0.02
≡ ONON - On Holding AG Buy 295,518 0.04
≡ ORCL - Oracle Corp. Buy 8,767,967 3.86
≡ AAPL - Apple Inc. Buy 6,736,143 4.05
≡ NKE - NIKE Inc. Reduce 99.83% 8,952,244 0.00
≡ CRM - Salesforce.com Reduce 99.47% 6,678,978 5.61
≡ BIL - SPDR Bloomberg 1 3 Month T B Reduce 94.48% 86,820 0.00
≡ ADSK - Autodesk Inc. Reduce 82.81% 34,878 0.05
≡ FIVE - Five Below Inc. Reduce 75.92% 15,780 0.00
≡ ADP - Automatic Data Processing Inc. Reduce 59.72% 293,795 0.21
≡ ALGN - Align Technology Inc. Reduce 48.94% 9,791 0.01
≡ UL - Unilever PLC Reduce 48.51% 242,910 0.04
≡ DAVA - Endava plc Reduce 48.36% 9,154 0.00
≡ ACWI - iShares MSCI ACWI ETF Reduce 48.13% 84,564 0.03
≡ IWF - iShares Russell 1000 Growth ETF Reduce 45.53% 135,597 0.13
≡ SKIL - Skillsoft Corp Reduce 41.54% 30,368 0.00
≡ CWAN - Clearwater Analytics Hds A Reduce 40.73% 232,883 0.01
≡ GOOGL - Alphabet Inc. Reduce 39.15% 820,048 0.35
≡ MODG - Callaway Golf Co. Reduce 37.32% 57,139 0.00
≡ BL - BlackLine Inc. Reduce 33.37% 34,710 0.01
≡ PYPL - PayPal Holdings Inc. Reduce 30.99% 3,957 0.00
≡ HLNE - Hamilton Lane Inc. CL A Reduce 28.63% 22,395 0.01
≡ AMN - AMN Healthcare Services Reduce 27.47% 16,969 0.00
≡ ETSY - Etsy Inc. Reduce 24.87% 8,187 0.00
≡ DT - Dynatrace Inc. Reduce 24.06% 12,292 0.00
≡ AZPN - Aspen Technology Inc. Reduce 24.05% 2,370 0.00
≡ MORN - Morningstar Inc. Reduce 23.16% 1,868 0.00
≡ GOOG - Alphabet Inc. CL C Reduce 23.15% 3,861,923 1.67
≡ TYL - Tyler Technologies Inc. Reduce 22.93% 713 0.00
≡ TECH - Bio-Techne Corp. Reduce 22.60% 8,014 0.00
≡ MSFT - Microsoft Corp. Reduce 21.96% 1,973,084 2.19
≡ RVLV - Revolve Group Inc. Reduce 21.32% 109,172 0.01
≡ QLYS - Qualys Inc. Reduce 19.81% 5,064 0.00
≡ EPAM - EPAM Systems Inc. Reduce 19.60% 5,053 0.00
≡ GNRC - Generac Holdings Inc. Reduce 18.43% 13,086 0.00
≡ GSHD - Goosehead Insurance Inc. Reduce 17.97% 23,195 0.00
≡ HLI - Houlihan Lokey Inc. Reduce 17.07% 14,065 0.01
≡ SAP - SAP SE Reduce 15.15% 190,114 0.11
≡ FOXF - Fox Factory Holding Corp. Reduce 14.67% 11,818 0.00
≡ CPA - Copa Holdings SA Reduce 13.79% 1,540 0.00
≡ MEDP - Medpace Holdings Inc. Reduce 13.71% 2,377 0.00
≡ KSPI - Jsc Kaspi.kz ADR Reduce 13.58% 1,315 0.00
≡ AMZN - Amazon.com Inc. Reduce 13.09% 3,879,033 1.87
≡ UNH - United Health Group Inc. Reduce 11.23% 252,630 0.38
≡ IT - Gartner Inc. Reduce 10.99% 181,401 0.24
≡ BWMN - Bowman Consulting Group Ltd Reduce 10.75% 4,959 0.00
≡ WRBY - Warby Parker Inc. Reduce 10.66% 49,448 0.00
≡ LLY - Eli Lilly & Co. Reduce 10.44% 57,110 0.13
≡ NOW - ServiceNow Inc. Reduce 10.43% 259,054 0.60
≡ NFLX - Netflix Inc. Reduce 9.98% 211,461 0.39
≡ ACN - Accenture Reduce 9.96% 431,436 0.39
≡ ABNB - Airbnb Inc. Reduce 9.74% 990,880 0.32
≡ ZTS - Zoetis Inc. Reduce 9.64% 679,398 0.34
≡ MA - Mastercard Inc. Reduce 9.59% 406,640 0.52
≡ TMO - Thermo Fisher Scientific Reduce 9.52% 295,224 0.47
≡ V - Visa Inc. Reduce 9.25% 739,881 0.53
≡ ABT - Abbott Labs Reduce 8.94% 1,368,212 0.40
≡ NVO - Novo Nordisk A S Reduce 7.97% 593,313 0.18
≡ ALRM - Alarm.Com Holdings Reduce 7.68% 9,841 0.00
≡ EEFT - Euronet Worldwide Inc. Reduce 7.39% 4,783 0.00
≡ CNM - Core & Main Inc Class A Reduce 7.29% 11,592 0.00