Polen Capital Management

History Stock Activity Share change % change to portfolio ▼
Q4  2024
≡ AMZN - Amazon.com Inc. Reduce 24.08% 6,198,245 3.68
≡ NOW - ServiceNow Inc. Reduce 26.49% 589,149 1.69
≡ LLY - Eli Lilly & Co. Add 164.39% 805,434 1.68
≡ CSGP - CoStar Group Inc. Buy 6,497,188 1.26
≡ UNH - United Health Group Inc. Reduce 43.62% 870,829 1.19
≡ GOOG - Alphabet Inc. CL C Reduce 13.61% 1,744,739 0.90
≡ ORCL - Oracle Corp. Add 22.31% 1,955,764 0.88
≡ IT - Gartner Inc. Reduce 38.57% 566,700 0.74
≡ MSFT - Microsoft Corp. Reduce 8.58% 601,583 0.69
≡ V - Visa Inc. Reduce 9.36% 679,008 0.58
≡ SHOP - Shopify Inc. Reduce 9.96% 1,888,358 0.54
≡ ZTS - Zoetis Inc. Add 17.54% 1,116,541 0.49
≡ MA - Mastercard Inc. Reduce 8.89% 340,889 0.49
≡ TMO - Thermo Fisher Scientific Reduce 12.31% 345,591 0.49
≡ NFLX - Netflix Inc. Reduce 9.43% 180,005 0.43
≡ AAPL - Apple Inc. Reduce 8.41% 566,630 0.38
≡ ABT - Abbott Labs Reduce 8.96% 1,249,247 0.38
≡ IWF - iShares Russell 1000 Growth ETF Add 210.48% 341,413 0.37
≡ ADBE - Adobe Inc. Reduce 8.94% 296,054 0.36
≡ ACN - Accenture Reduce 9.62% 375,536 0.36
≡ WDAY - Workday Inc. Reduce 10.72% 514,903 0.36
≡ ABNB - Airbnb Inc. Reduce 10.52% 965,670 0.34
≡ MSCI - MSCI Inc. Reduce 8.80% 196,055 0.32
≡ PAYC - Paycom Software Inc. Reduce 9.66% 339,236 0.19
≡ ICLR - ICON plc Reduce 32.48% 342,260 0.19
≡ WTW - Willis Towers Watson plc Buy 128,586 0.11
≡ NVO - Novo Nordisk A S Reduce 6.55% 448,911 0.10
≡ ACWI - iShares MSCI ACWI ETF Add 248.76% 226,679 0.07
≡ SPOT - Spotify Technology S.A. Buy 60,861 0.07
≡ AON - Aon Plc Reduce 7.95% 62,167 0.06
≡ NU - Nu Holdings Ltd Buy 2,243,471 0.06
≡ MDT - Medtronic plc Reduce 23.51% 240,551 0.05
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Add 863.20% 340,791 0.04
≡ SAP - SAP SE Reduce 6.06% 64,471 0.04
≡ VUG - Vanguard Growth ETF Add 182.66% 25,232 0.03
≡ MNDY - monday.com Ltd. Buy 53,186 0.03
≡ SPY - SPDR S&P 500 ETF Trust Add 412.02% 7,676 0.02
≡ GOOGL - Alphabet Inc. Reduce 3.46% 44,129 0.02
≡ CRM - Salesforce.com Reduce 45.16% 16,128 0.02
≡ HLI - Houlihan Lokey Inc. Reduce 47.30% 32,312 0.02
≡ EEFT - Euronet Worldwide Inc. Sell 100.00% 59,928 0.02
≡ IVV - Ishares Core S&P 500 ETF Sell 100.00% 10,746 0.02
≡ TREX - Trex Company Inc. Add 984.37% 51,079 0.01
≡ VT - Vanguard Tot World Stk ETF Add 566.85% 22,776 0.01
≡ BROS - Dutch Bros Inc Class A Add 137.39% 60,782 0.01
≡ NSIT - Insight Enterprises Inc. Add 93.99% 20,074 0.01
≡ MELI - Mercadolibre Inc. Reduce 6.20% 2,420 0.01
≡ ASML - ASML Holding NV Reduce 7.64% 5,142 0.01
≡ HDB - HDFC Bank Ltd. Reduce 7.68% 64,459 0.01
≡ ADP - Automatic Data Processing Inc. Reduce 9.29% 18,403 0.01
≡ GSHD - Goosehead Insurance Inc. Reduce 20.36% 21,548 0.01
≡ WRBY - Warby Parker Inc. Reduce 22.82% 94,583 0.01
≡ GNRC - Generac Holdings Inc. Reduce 23.29% 13,486 0.01
≡ LVS - Las Vegas Sands Corp. Reduce 23.76% 48,210 0.01
≡ RVLV - Revolve Group Inc. Reduce 24.40% 98,291 0.01
≡ PDD - Pinduoduo Inc. Reduce 28.66% 26,958 0.01
≡ TME - Tencent Music Entertainment Grp Reduce 31.19% 480,351 0.01
≡ EPAM - EPAM Systems Inc. Reduce 35.07% 7,268 0.01
≡ DLO - DLocal Ltd Reduce 36.46% 359,923 0.01
≡ CWAN - Clearwater Analytics Hds A Reduce 58.69% 198,925 0.01
≡ YUMC - Yum China Holdings Inc. Reduce 59.21% 124,857 0.01
≡ NVEE - NV5 Global Inc. Sell 100.00% 163,232 0.01
≡ OPCH - Option Care Health Inc. Sell 100.00% 144,294 0.01
≡ BDC - Belden Inc. Buy 24,182 0.01
≡ FN - Fabrinet Buy 12,605 0.01
≡ WSC - WillScot Mobile Mini Hldgs Corp. Buy 125,024 0.01
≡ BAH - Booz Allen Hamilton Hldg Corp. Add 88.48% 4,178 0.00
≡ TTEK - Tetra Tech Add 86.65% 20,038 0.00
≡ RMBS - Rambus Inc. Add 76.77% 43,109 0.00
≡ POOL - Pool Corp. Add 62.36% 2,290 0.00
≡ SITE - SiteOne Landscape Supply Inc. Add 48.16% 7,847 0.00
≡ FND - Floor & Decor Holdings Add 34.87% 2,534 0.00
≡ BLD - TopBuild Corp. Add 28.10% 1,145 0.00
≡ KARO - Karooooo Ltd Add 24.82% 2,639 0.00
≡ PCTY - Paylocity Holding Corp. Add 22.96% 5,357 0.00
≡ FSV - Firstservice Corp Add 16.47% 4,634 0.00
≡ RGEN - Repligen Corp. Add 14.62% 5,173 0.00
≡ AIT - Applied Industrial Tech. Add 14.51% 2,352 0.00
≡ MEDP - Medpace Holdings Inc. Add 8.41% 1,259 0.00
≡ KNSL - Kinsale Capital Group Inc. Add 8.04% 336 0.00
≡ GLOB - Globant S.A. Add 0.24% 1,545 0.00
≡ OLLI - Ollie's Bargain Outlet Hldgs Reduce 0.04% 5 0.00
≡ HLNE - Hamilton Lane Inc. CL A Reduce 0.33% 186 0.00
≡ EXLS - ExlService Holdings Inc. Reduce 1.95% 6,355 0.00
≡ ELF - e.l.f. Beauty, Inc. Reduce 4.14% 2,653 0.00
≡ AAON - AAON Inc. Reduce 4.16% 1,371 0.00
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Reduce 4.26% 33,886 0.00
≡ SKIL - Skillsoft Corp Reduce 4.88% 2,936 0.00
≡ UL - Unilever PLC Reduce 5.31% 13,682 0.00
≡ BWMN - Bowman Consulting Group Ltd Reduce 5.39% 2,218 0.00
≡ ONON - On Holding AG Reduce 5.80% 17,135 0.00
≡ CNM - Core & Main Inc Class A Reduce 7.92% 11,670 0.00
≡ QLYS - Qualys Inc. Reduce 8.79% 1,803 0.00
≡ ROAD - Construction Partners Inc. CL A Reduce 8.79% 3,085 0.00
≡ BL - BlackLine Inc. Reduce 9.39% 6,506 0.00
≡ NTES - NetEase.com Inc. Reduce 10.42% 549 0.00
≡ NKE - NIKE Inc. Reduce 10.70% 1,630 0.00
≡ IBP - Installed Building Products Reduce 12.31% 2,211 0.00
≡ CATH - Global X S&P 500 Catholic Values ETF Reduce 13.01% 7,125 0.00
≡ MODG - Callaway Golf Co. Reduce 13.03% 12,506 0.00