Polen Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q3  2024
≡ 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
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Reduce 6.79% 58,001 0.00
≡ YETI - YETI Holdings Inc. Reduce 6.13% 7,396 0.00
≡ OPCH - Option Care Health Inc. Reduce 6.02% 9,247 0.00
≡ AAON - AAON Inc. Reduce 5.61% 1,956 0.00
≡ FSV - Firstservice Corp Reduce 5.54% 1,650 0.00
≡ AON - Aon Plc Reduce 4.93% 40,552 0.04
≡ FND - Floor & Decor Holdings Reduce 4.83% 369 0.00
≡ SITE - SiteOne Landscape Supply Inc. Reduce 4.78% 818 0.00
≡ CRL - Charles River Labs Reduce 3.69% 211 0.00
≡ TREX - Trex Company Inc. Reduce 3.53% 190 0.00
≡ LGIH - LGI Homes Inc. Reduce 3.35% 673 0.00
≡ ICLR - ICON plc Reduce 2.88% 31,292 0.02
≡ MDT - Medtronic plc Reduce 2.57% 26,940 0.01
≡ CATH - Global X S&P 500 Catholic Values ETF Reduce 1.89% 1,053 0.00
≡ HDB - HDFC Bank Ltd. Reduce 1.69% 14,389 0.00
≡ OLLI - Ollie's Bargain Outlet Hldgs Reduce 1.50% 192 0.00
≡ EXLS - ExlService Holdings Inc. Reduce 0.38% 1,250 0.00
≡ FCX - Freeport-McMoran Inc. Sell 100.00% 10,419 0.00
≡ META - Meta Platforms Inc. Sell 100.00% 808 0.00
≡ APPF - AppFolio Inc. CL A Sell 100.00% 17,855 0.01
≡ DOCS - Doximity Inc. Sell 100.00% 105,500 0.01
≡ MPWR - Monolithic Power Systems Sell 100.00% 2,442 0.01
≡ RH - RH Sell 100.00% 8,283 0.01
≡ SITM - SiTime Corp. Sell 100.00% 46,054 0.01
≡ VONG - Vanguard Russell 1000 Growth Sell 100.00% 34,536 0.01
≡ ALIT - Alight Inc. Sell 100.00% 1,008,705 0.02
Q2  2024
≡ ADSK - Autodesk Inc. Reduce 99.15% 4,896,615 3.49
≡ ALGN - Align Technology Inc. Reduce 98.35% 1,196,063 0.60
≡ PYPL - PayPal Holdings Inc. Reduce 74.19% 36,708 0.00
≡ DAVA - Endava plc Reduce 73.08% 51,401 0.00
≡ BIL - SPDR Bloomberg 1 3 Month T B Reduce 63.23% 158,008 0.03
≡ FND - Floor & Decor Holdings Reduce 51.23% 8,020 0.00
≡ RH - RH Reduce 49.24% 8,035 0.01
≡ TREX - Trex Company Inc. Reduce 49.09% 5,187 0.00
≡ NFLX - Netflix Inc. Reduce 44.80% 1,719,982 2.91
≡ TME - Tencent Music Entertainment Grp Reduce 43.49% 1,157,974 0.04
≡ MPWR - Monolithic Power Systems Reduce 37.26% 1,450 0.01
≡ DOCS - Doximity Inc. Reduce 36.75% 61,289 0.01
≡ YUMC - Yum China Holdings Inc. Reduce 34.43% 105,720 0.01
≡ APPF - AppFolio Inc. CL A Reduce 32.51% 8,599 0.00
≡ DT - Dynatrace Inc. Reduce 30.83% 22,773 0.00
≡ EPAM - EPAM Systems Inc. Reduce 27.81% 9,930 0.00
≡ DLO - DLocal Ltd Reduce 25.49% 326,204 0.01