Polen Capital Management

History Stock Activity Share change % change to portfolio ▲
Q4  2024
≡ BSY - Bentley Systems Inc Class B Buy 21,407 0.00
≡ CIGI - Colliers International Group Inc. Buy 8,226 0.00
≡ CLBT - Cellebrite Di Ltd Buy 10,095 0.00
≡ ENTG - Entegris Inc. Buy 11,026 0.00
≡ FERG - Ferguson Enterprises Inc. Buy 1,238 0.00
≡ IOO - Ishares Global 100 ETF Buy 6,708 0.00
≡ PSTG - Pure Storage Inc. Buy 10,643 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
≡ ALRM - Alarm.Com Holdings Reduce 81.86% 96,863 0.00
≡ KB - Kb Financial Group Inc ADR Reduce 81.44% 63,738 0.00
≡ SGOV - Ishares 0 3 Month Treasury B Reduce 69.94% 12,957 0.00
≡ KSPI - Jsc Kaspi.kz ADR Reduce 62.91% 5,266 0.00
≡ ALGN - Align Technology Inc. Reduce 55.91% 5,711 0.00
≡ MKTX - MarketAxess Holdings Inc. Reduce 49.74% 4,312 0.00
≡ FOXF - Fox Factory Holding Corp. Reduce 39.94% 27,450 0.00
≡ ETSY - Etsy Inc. Reduce 39.21% 9,701 0.00
≡ MORN - Morningstar Inc. Reduce 36.96% 2,290 0.00
≡ ADSK - Autodesk Inc. Reduce 28.53% 2,065 0.00
≡ PGNY - Progyny Inc. Reduce 28.01% 101,412 0.00
≡ IWM - iShares Russell 2000 ETF Reduce 25.21% 3,374 0.00
≡ DT - Dynatrace Inc. Reduce 25.19% 9,770 0.00
≡ TECH - Bio-Techne Corp. Reduce 24.35% 6,683 0.00
≡ CPA - Copa Holdings SA Reduce 24.25% 2,335 0.00
≡ CRL - Charles River Labs Reduce 22.82% 1,256 0.00
≡ LGIH - LGI Homes Inc. Reduce 17.14% 3,330 0.00
≡ PYPL - PayPal Holdings Inc. Reduce 15.57% 1,372 0.00
≡ AMN - AMN Healthcare Services Reduce 14.88% 6,670 0.00
≡ YETI - YETI Holdings Inc. Reduce 13.40% 15,179 0.00
≡ MODG - Callaway Golf Co. Reduce 13.03% 12,506 0.00
≡ CATH - Global X S&P 500 Catholic Values ETF Reduce 13.01% 7,125 0.00
≡ IBP - Installed Building Products Reduce 12.31% 2,211 0.00
≡ NKE - NIKE Inc. Reduce 10.70% 1,630 0.00
≡ NTES - NetEase.com Inc. Reduce 10.42% 549 0.00
≡ BL - BlackLine Inc. Reduce 9.39% 6,506 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
≡ CNM - Core & Main Inc Class A Reduce 7.92% 11,670 0.00
≡ ONON - On Holding AG Reduce 5.80% 17,135 0.00
≡ BWMN - Bowman Consulting Group Ltd Reduce 5.39% 2,218 0.00
≡ UL - Unilever PLC Reduce 5.31% 13,682 0.00
≡ SKIL - Skillsoft Corp Reduce 4.88% 2,936 0.00
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Reduce 4.26% 33,886 0.00
≡ AAON - AAON Inc. Reduce 4.16% 1,371 0.00
≡ ELF - e.l.f. Beauty, Inc. Reduce 4.14% 2,653 0.00
≡ EXLS - ExlService Holdings Inc. Reduce 1.95% 6,355 0.00
≡ HLNE - Hamilton Lane Inc. CL A Reduce 0.33% 186 0.00
≡ OLLI - Ollie's Bargain Outlet Hldgs Reduce 0.04% 5 0.00
≡ GLOB - Globant S.A. Add 0.24% 1,545 0.00
≡ KNSL - Kinsale Capital Group Inc. Add 8.04% 336 0.00
≡ MEDP - Medpace Holdings Inc. Add 8.41% 1,259 0.00
≡ AIT - Applied Industrial Tech. Add 14.51% 2,352 0.00
≡ RGEN - Repligen Corp. Add 14.62% 5,173 0.00
≡ FSV - Firstservice Corp Add 16.47% 4,634 0.00
≡ PCTY - Paylocity Holding Corp. Add 22.96% 5,357 0.00
≡ KARO - Karooooo Ltd Add 24.82% 2,639 0.00
≡ BLD - TopBuild Corp. Add 28.10% 1,145 0.00
≡ FND - Floor & Decor Holdings Add 34.87% 2,534 0.00
≡ SITE - SiteOne Landscape Supply Inc. Add 48.16% 7,847 0.00
≡ POOL - Pool Corp. Add 62.36% 2,290 0.00
≡ RMBS - Rambus Inc. Add 76.77% 43,109 0.00
≡ TTEK - Tetra Tech Add 86.65% 20,038 0.00
≡ BAH - Booz Allen Hamilton Hldg Corp. Add 88.48% 4,178 0.00
≡ 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
≡ NVEE - NV5 Global Inc. Sell 100.00% 163,232 0.01
≡ OPCH - Option Care Health Inc. Sell 100.00% 144,294 0.01
≡ YUMC - Yum China Holdings Inc. Reduce 59.21% 124,857 0.01
≡ CWAN - Clearwater Analytics Hds A Reduce 58.69% 198,925 0.01
≡ DLO - DLocal Ltd Reduce 36.46% 359,923 0.01
≡ EPAM - EPAM Systems Inc. Reduce 35.07% 7,268 0.01
≡ TME - Tencent Music Entertainment Grp Reduce 31.19% 480,351 0.01
≡ PDD - Pinduoduo Inc. Reduce 28.66% 26,958 0.01
≡ RVLV - Revolve Group Inc. Reduce 24.40% 98,291 0.01
≡ LVS - Las Vegas Sands Corp. Reduce 23.76% 48,210 0.01
≡ GNRC - Generac Holdings Inc. Reduce 23.29% 13,486 0.01
≡ WRBY - Warby Parker Inc. Reduce 22.82% 94,583 0.01
≡ GSHD - Goosehead Insurance Inc. Reduce 20.36% 21,548 0.01
≡ ADP - Automatic Data Processing Inc. Reduce 9.29% 18,403 0.01
≡ HDB - HDFC Bank Ltd. Reduce 7.68% 64,459 0.01
≡ ASML - ASML Holding NV Reduce 7.64% 5,142 0.01
≡ MELI - Mercadolibre Inc. Reduce 6.20% 2,420 0.01
≡ NSIT - Insight Enterprises Inc. Add 93.99% 20,074 0.01
≡ BROS - Dutch Bros Inc Class A Add 137.39% 60,782 0.01
≡ VT - Vanguard Tot World Stk ETF Add 566.85% 22,776 0.01
≡ TREX - Trex Company Inc. Add 984.37% 51,079 0.01
≡ 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
≡ HLI - Houlihan Lokey Inc. Reduce 47.30% 32,312 0.02
≡ CRM - Salesforce.com Reduce 45.16% 16,128 0.02
≡ GOOGL - Alphabet Inc. Reduce 3.46% 44,129 0.02
≡ SPY - SPDR S&P 500 ETF Trust Add 412.02% 7,676 0.02
≡ MNDY - monday.com Ltd. Buy 53,186 0.03
≡ VUG - Vanguard Growth ETF Add 182.66% 25,232 0.03
≡ SAP - SAP SE Reduce 6.06% 64,471 0.04
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Add 863.20% 340,791 0.04