Polen Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q4  2021
≡ MBUU - Malibu Boats Inc. Add 30.35% 31,719 0.00
≡ ALTR - Altair Engineering Inc. Add 28.65% 34,154 0.00
≡ AMN - AMN Healthcare Services Add 28.63% 32,561 0.01
≡ QLYS - Qualys Inc. Add 28.63% 22,186 0.00
≡ RVLV - Revolve Group Inc. Add 28.37% 84,956 0.01
≡ AMZN - Amazon.com Inc. Add 27.79% 6,408,800 1.79
≡ APPF - AppFolio Inc. CL A Add 26.18% 26,269 0.01
≡ EXPO - Exponent Inc. Add 25.84% 38,669 0.01
≡ PAYC - Paycom Software Inc. Add 25.77% 2,434 0.00
≡ PGNY - Progyny Inc. Add 25.32% 77,968 0.01
≡ FICO - Fair Isaac Corp. Add 25.31% 1,563 0.00
≡ HLI - Houlihan Lokey Inc. Add 25.27% 36,745 0.01
≡ TRUP - Trupanion Inc. Add 25.26% 41,816 0.01
≡ FOXF - Fox Factory Holding Corp. Add 25.24% 34,857 0.01
≡ WING - Wingstop Inc. Add 25.15% 31,444 0.01
≡ MEDP - Medpace Holdings Inc. Add 25.08% 23,703 0.01
≡ ALRM - Alarm.Com Holdings Add 25.01% 39,964 0.01
≡ HELE - Helen of Troy Ltd. Add 24.54% 11,347 0.00
≡ TYL - Tyler Technologies Inc. Add 21.86% 1,668 0.00
≡ PCTY - Paylocity Holding Corp. Add 16.15% 5,820 0.00
≡ GSHD - Goosehead Insurance Inc. Add 15.20% 24,169 0.01
≡ YNDX - Yandex N.V. Add 10.76% 3,450 0.00
≡ CDW - CDW Corp. Add 10.59% 1,890 0.00
≡ CPRT - Copart Inc. Add 10.58% 8,576 0.00
≡ TREX - Trex Company Inc. Add 10.58% 3,405 0.00
≡ PYPL - PayPal Holdings Inc. Add 8.64% 594,061 0.19
≡ ALGN - Align Technology Inc. Add 7.29% 120,793 0.13
≡ KARO - Karooooo Ltd Add 6.74% 2,600 0.00
≡ ADSK - Autodesk Inc. Add 5.62% 387,529 0.18
≡ V - Visa Inc. Add 5.35% 583,184 0.21
≡ ILMN - Illumina Inc. Add 4.99% 126,623 0.08
≡ MA - Mastercard Inc. Add 4.96% 379,273 0.23
≡ ABNB - Airbnb Inc. Add 4.09% 389,546 0.11
≡ ISRG - Intuitive Surgical Inc. Add 3.34% 110,161 0.07
≡ CRM - Salesforce.com Add 3.18% 310,910 0.13
≡ GOOGL - Alphabet Inc. Add 3.05% 351,380 0.09
≡ NFLX - Netflix Inc. Add 3.05% 79,772 0.08
≡ NOW - ServiceNow Inc. Add 2.77% 84,962 0.09
≡ ASML - ASML Holding NV Add 2.55% 2,008 0.00
≡ GOOG - Alphabet Inc. CL C Add 2.51% 780,060 0.19
≡ ZTS - Zoetis Inc. Add 2.47% 237,161 0.10
≡ ABT - Abbott Labs Add 2.45% 538,662 0.13
≡ NKE - NIKE Inc. Add 2.36% 189,144 0.05
≡ MSCI - MSCI Inc. Add 2.35% 32,539 0.03
≡ SAP - SAP SE Add 2.22% 17,594 0.00
≡ TPIF - Timothy Plan International ETF Add 2.03% 242 0.00
≡ AON - Aon Plc Add 1.97% 20,164 0.01
≡ IT - Gartner Inc. Add 1.92% 86,540 0.05
≡ UNH - United Health Group Inc. Add 1.85% 70,473 0.06
≡ DAVA - Endava plc Add 1.63% 2,495 0.00
≡ SBUX - Starbucks Corp. Add 1.37% 178,673 0.04
≡ MSFT - Microsoft Corp. Add 1.22% 122,871 0.07
≡ SHOP - Shopify Inc. Add 0.21% 400 0.00
≡ ACN - Accenture Add 0.19% 12,839 0.01
≡ DOCU - DocuSign Inc. Buy 3,738,508 0.96
≡ WRBY - Warby Parker Inc. Buy 323,557 0.03
≡ BIGC - BigCommerce Holdings Buy 303,717 0.02
≡ FND - Floor & Decor Holdings Buy 4,689 0.00
≡ MYTE - MYT Netherlands Parent BV Buy 55,300 0.00
≡ MDT - Medtronic plc Reduce 0.67% 6,747 0.00
≡ ADP - Automatic Data Processing Inc. Reduce 2.26% 6,291 0.00
≡ UL - Unilever PLC Reduce 2.51% 13,444 0.00
≡ ICLR - ICON plc Reduce 4.40% 73,091 0.04
≡ ADBE - Adobe Inc. Reduce 4.64% 264,511 0.25
≡ DT - Dynatrace Inc. Reduce 5.88% 5,048 0.00
≡ REGN - Regeneron Pharmaceuticals Reduce 10.07% 217 0.00
≡ AZPN - Aspen Technology Inc. Reduce 20.66% 5,646 0.00
≡ DG - Dollar General Reduce 20.94% 1,096 0.00
≡ META - Meta Platforms Inc. Reduce 21.09% 2,791,548 1.58
≡ EPAM - EPAM Systems Inc. Reduce 27.57% 1,286 0.00
≡ TTD - Trade Desk Inc. Reduce 31.92% 16,444 0.00
≡ ETSY - Etsy Inc. Reduce 58.69% 38,080 0.01
≡ BABA - Alibaba Group Holdings Reduce 99.53% 478,707 0.00
≡ SLP - Simulations Plus Inc. Sell 100.00% 178,076 0.01
≡ EL - Estee Lauder Cos. Sell 100.00% 2,707 0.00
≡ GNRC - Generac Holdings Inc. Sell 100.00% 6,436 0.00
≡ HEI - HEICO Corp. Sell 100.00% 16,074 0.00
Q3  2021
≡ ICLR - ICON plc Add 112.11% 877,316 0.42
≡ ASML - ASML Holding NV Add 77.99% 34,512 0.05
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Add 69.72% 5,265 0.00
≡ AMZN - Amazon.com Inc. Add 65.44% 9,120,480 2.75
≡ TPIF - Timothy Plan International ETF Add 30.16% 2,757 0.00
≡ FTCHF - Farfetch Ltd Add 29.63% 14,165 0.00
≡ PGNY - Progyny Inc. Add 28.65% 68,571 0.01
≡ TME - Tencent Music Entertainment Grp Add 26.05% 14,475 0.00
≡ AON - Aon Plc Add 25.79% 209,597 0.11
≡ MA - Mastercard Inc. Add 24.11% 1,484,878 0.95
≡ ADSK - Autodesk Inc. Add 14.53% 875,015 0.46
≡ ACWI - iShares MSCI ACWI ETF Add 14.32% 477 0.00
≡ ADP - Automatic Data Processing Inc. Add 13.38% 32,851 0.01
≡ MDT - Medtronic plc Add 12.96% 116,280 0.03
≡ SAP - SAP SE Add 9.95% 71,717 0.02
≡ YETI - YETI Holdings Inc. Add 9.56% 13,341 0.00
≡ BL - BlackLine Inc. Add 9.55% 10,624 0.00
≡ SLP - Simulations Plus Inc. Add 9.37% 15,252 0.00
≡ AMN - AMN Healthcare Services Add 9.29% 9,671 0.00
≡ ALTR - Altair Engineering Inc. Add 9.28% 10,126 0.00
≡ MBUU - Malibu Boats Inc. Add 9.28% 8,874 0.00
≡ QLYS - Qualys Inc. Add 9.24% 6,553 0.00
≡ GLOB - Globant S.A. Add 8.59% 6,606 0.00