Polen Capital Management

History Stock Activity Share change % change to portfolio ▼
Q3  2024
≡ CRM - Salesforce.com Reduce 99.47% 6,678,978 5.61
≡ AAPL - Apple Inc. Buy 6,736,143 4.05
≡ ORCL - Oracle Corp. Buy 8,767,967 3.86
≡ MSFT - Microsoft Corp. Reduce 21.96% 1,973,084 2.19
≡ AMZN - Amazon.com Inc. Reduce 13.09% 3,879,033 1.87
≡ GOOG - Alphabet Inc. CL C Reduce 23.15% 3,861,923 1.67
≡ SHOP - Shopify Inc. Add 28.84% 4,245,484 0.88
≡ WDAY - Workday Inc. Add 40.06% 1,373,625 0.87
≡ MSCI - MSCI Inc. Add 35.01% 577,843 0.87
≡ ADBE - Adobe Inc. Add 24.26% 646,442 0.86
≡ NOW - ServiceNow Inc. Reduce 10.43% 259,054 0.60
≡ PAYC - Paycom Software Inc. Add 57.01% 1,274,771 0.55
≡ V - Visa Inc. Reduce 9.25% 739,881 0.53
≡ MA - Mastercard Inc. Reduce 9.59% 406,640 0.52
≡ TMO - Thermo Fisher Scientific Reduce 9.52% 295,224 0.47
≡ ABT - Abbott Labs Reduce 8.94% 1,368,212 0.40
≡ ACN - Accenture Reduce 9.96% 431,436 0.39
≡ NFLX - Netflix Inc. Reduce 9.98% 211,461 0.39
≡ UNH - United Health Group Inc. Reduce 11.23% 252,630 0.38
≡ GOOGL - Alphabet Inc. Reduce 39.15% 820,048 0.35
≡ ZTS - Zoetis Inc. Reduce 9.64% 679,398 0.34
≡ ABNB - Airbnb Inc. Reduce 9.74% 990,880 0.32
≡ IT - Gartner Inc. Reduce 10.99% 181,401 0.24
≡ ADP - Automatic Data Processing Inc. Reduce 59.72% 293,795 0.21
≡ NVO - Novo Nordisk A S Reduce 7.97% 593,313 0.18
≡ LLY - Eli Lilly & Co. Reduce 10.44% 57,110 0.13
≡ IWF - iShares Russell 1000 Growth ETF Reduce 45.53% 135,597 0.13
≡ SAP - SAP SE Reduce 15.15% 190,114 0.11
≡ GLOB - Globant S.A. Add 32.61% 155,641 0.08
≡ ADSK - Autodesk Inc. Reduce 82.81% 34,878 0.05
≡ MELI - Mercadolibre Inc. Add 25.69% 7,975 0.04
≡ AON - Aon Plc Reduce 4.93% 40,552 0.04
≡ UL - Unilever PLC Reduce 48.51% 242,910 0.04
≡ ONON - On Holding AG Buy 295,518 0.04
≡ ASML - ASML Holding NV Add 31.75% 16,215 0.03
≡ ACWI - iShares MSCI ACWI ETF Reduce 48.13% 84,564 0.03
≡ ICLR - ICON plc Reduce 2.88% 31,292 0.02
≡ ALIT - Alight Inc. Sell 100.00% 1,008,705 0.02
≡ ELF - e.l.f. Beauty, Inc. Buy 64,126 0.02
≡ IVV - Ishares Core S&P 500 ETF Buy 10,746 0.02
≡ RGEN - Repligen Corp. Add 142.81% 20,811 0.01
≡ AIT - Applied Industrial Tech. Add 113.35% 8,609 0.01
≡ PDD - Pinduoduo Inc. Add 71.39% 39,175 0.01
≡ MDT - Medtronic plc Reduce 2.57% 26,940 0.01
≡ HLI - Houlihan Lokey Inc. Reduce 17.07% 14,065 0.01
≡ RVLV - Revolve Group Inc. Reduce 21.32% 109,172 0.01
≡ HLNE - Hamilton Lane Inc. CL A Reduce 28.63% 22,395 0.01
≡ BL - BlackLine Inc. Reduce 33.37% 34,710 0.01
≡ CWAN - Clearwater Analytics Hds A Reduce 40.73% 232,883 0.01
≡ ALGN - Align Technology Inc. Reduce 48.94% 9,791 0.01
≡ 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
≡ 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
≡ TTEK - Tetra Tech Add 598.82% 19,815 0.00
≡ KNSL - Kinsale Capital Group Inc. Add 80.60% 1,866 0.00
≡ SGOV - Ishares 0 3 Month Treasury B Add 79.27% 8,192 0.00
≡ ROAD - Construction Partners Inc. CL A Add 37.23% 9,520 0.00
≡ IBP - Installed Building Products Add 37.20% 4,870 0.00
≡ IWM - iShares Russell 2000 ETF Add 35.33% 3,493 0.00
≡ NTES - NetEase.com Inc. Add 31.70% 1,268 0.00
≡ MKTX - MarketAxess Holdings Inc. Add 7.24% 585 0.00
≡ POOL - Pool Corp. Add 5.37% 187 0.00
≡ YUMC - Yum China Holdings Inc. Add 4.71% 9,490 0.00
≡ PGNY - Progyny Inc. Add 3.97% 13,828 0.00
≡ DLO - DLocal Ltd Add 3.52% 33,567 0.00
≡ LVS - Las Vegas Sands Corp. Add 3.34% 6,560 0.00
≡ TME - Tencent Music Entertainment Grp Add 2.33% 35,131 0.00
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Add 0.28% 109 0.00
≡ EXLS - ExlService Holdings Inc. Reduce 0.38% 1,250 0.00
≡ OLLI - Ollie's Bargain Outlet Hldgs Reduce 1.50% 192 0.00
≡ HDB - HDFC Bank Ltd. Reduce 1.69% 14,389 0.00
≡ CATH - Global X S&P 500 Catholic Values ETF Reduce 1.89% 1,053 0.00
≡ LGIH - LGI Homes Inc. Reduce 3.35% 673 0.00
≡ TREX - Trex Company Inc. Reduce 3.53% 190 0.00
≡ CRL - Charles River Labs Reduce 3.69% 211 0.00
≡ SITE - SiteOne Landscape Supply Inc. Reduce 4.78% 818 0.00
≡ FND - Floor & Decor Holdings Reduce 4.83% 369 0.00
≡ FSV - Firstservice Corp Reduce 5.54% 1,650 0.00
≡ AAON - AAON Inc. Reduce 5.61% 1,956 0.00
≡ OPCH - Option Care Health Inc. Reduce 6.02% 9,247 0.00
≡ YETI - YETI Holdings Inc. Reduce 6.13% 7,396 0.00
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Reduce 6.79% 58,001 0.00
≡ CNM - Core & Main Inc Class A Reduce 7.29% 11,592 0.00
≡ EEFT - Euronet Worldwide Inc. Reduce 7.39% 4,783 0.00
≡ ALRM - Alarm.Com Holdings Reduce 7.68% 9,841 0.00
≡ WRBY - Warby Parker Inc. Reduce 10.66% 49,448 0.00
≡ BWMN - Bowman Consulting Group Ltd Reduce 10.75% 4,959 0.00
≡ KSPI - Jsc Kaspi.kz ADR Reduce 13.58% 1,315 0.00
≡ MEDP - Medpace Holdings Inc. Reduce 13.71% 2,377 0.00
≡ CPA - Copa Holdings SA Reduce 13.79% 1,540 0.00
≡ FOXF - Fox Factory Holding Corp. Reduce 14.67% 11,818 0.00
≡ GSHD - Goosehead Insurance Inc. Reduce 17.97% 23,195 0.00