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
≡ 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
≡ 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
≡ 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
≡ 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
≡ NVO - Novo Nordisk A S Reduce 6.55% 448,911 0.10
≡ AON - Aon Plc Reduce 7.95% 62,167 0.06
≡ MDT - Medtronic plc Reduce 23.51% 240,551 0.05
≡ SAP - SAP SE Reduce 6.06% 64,471 0.04
≡ 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
≡ 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
≡ 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
≡ YETI - YETI Holdings Inc. Reduce 13.40% 15,179 0.00
≡ AMN - AMN Healthcare Services Reduce 14.88% 6,670 0.00
≡ PYPL - PayPal Holdings Inc. Reduce 15.57% 1,372 0.00
≡ LGIH - LGI Homes Inc. Reduce 17.14% 3,330 0.00
≡ CRL - Charles River Labs Reduce 22.82% 1,256 0.00
≡ CPA - Copa Holdings SA Reduce 24.25% 2,335 0.00
≡ TECH - Bio-Techne Corp. Reduce 24.35% 6,683 0.00
≡ DT - Dynatrace Inc. Reduce 25.19% 9,770 0.00
≡ IWM - iShares Russell 2000 ETF Reduce 25.21% 3,374 0.00
≡ PGNY - Progyny Inc. Reduce 28.01% 101,412 0.00
≡ ADSK - Autodesk Inc. Reduce 28.53% 2,065 0.00
≡ MORN - Morningstar Inc. Reduce 36.96% 2,290 0.00
≡ ETSY - Etsy Inc. Reduce 39.21% 9,701 0.00
≡ FOXF - Fox Factory Holding Corp. Reduce 39.94% 27,450 0.00
≡ MKTX - MarketAxess Holdings Inc. Reduce 49.74% 4,312 0.00
≡ ALGN - Align Technology Inc. Reduce 55.91% 5,711 0.00
≡ KSPI - Jsc Kaspi.kz ADR Reduce 62.91% 5,266 0.00
≡ SGOV - Ishares 0 3 Month Treasury B Reduce 69.94% 12,957 0.00
≡ KB - Kb Financial Group Inc ADR Reduce 81.44% 63,738 0.00
≡ ALRM - Alarm.Com Holdings Reduce 81.86% 96,863 0.00
≡ AZPN-OLD - Aspen Technology Inc. Sell 100.00% 7,483 0.00
≡ BIL - SPDR Bloomberg 1 3 Month T B Sell 100.00% 5,072 0.00
≡ DAVA - Endava plc Sell 100.00% 9,776 0.00
≡ FIVE - Five Below Inc. Sell 100.00% 5,004 0.00
≡ TYL - Tyler Technologies Inc. Sell 100.00% 2,397 0.00
Q3  2024
≡ CRM - Salesforce.com Reduce 99.47% 6,678,978 5.61
≡ 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
≡ NOW - ServiceNow Inc. Reduce 10.43% 259,054 0.60
≡ 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