Polen Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q4  2023
≡ YETI - YETI Holdings Inc. Reduce 30.39% 71,776 0.01
≡ GSHD - Goosehead Insurance Inc. Reduce 31.51% 69,902 0.09
≡ DAVA - Endava plc Reduce 33.12% 32,929 0.00
≡ EPAM - EPAM Systems Inc. Reduce 34.85% 19,490 0.02
≡ NFLX - Netflix Inc. Reduce 36.60% 2,356,049 2.77
≡ DLO - DLocal Ltd Reduce 37.49% 721,032 0.03
≡ UL - Unilever PLC Reduce 40.20% 314,587 0.03
≡ ATHM - Autohome Inc. Reduce 44.00% 199,280 0.02
≡ QLYS - Qualys Inc. Reduce 46.06% 27,032 0.01
≡ TYL - Tyler Technologies Inc. Reduce 50.51% 6,294 0.01
≡ FIVE - Five Below Inc. Reduce 60.66% 46,971 0.03
≡ KARO - Karooooo Ltd Reduce 84.23% 49,391 1.07
≡ ILMN - Illumina Inc. Reduce 99.34% 5,092,701 30.03
≡ EL - Estee Lauder Cos. Sell 100.00% 135,734 0.05
≡ TTD - Trade Desk Inc. Sell 100.00% 35,478 0.01
≡ DOCU - DocuSign Inc. Sell 100.00% 43,366 0.00
≡ EVTC - EVERTEC Inc. Sell 100.00% 44,100 0.00
≡ FICO - Fair Isaac Corp. Sell 100.00% 871 0.00
≡ MKL - Markel Group Inc. Sell 100.00% 500 0.00
Q3  2023
≡ MORN - Morningstar Inc. Add 150.11% 8,439 0.01
≡ VUG - Vanguard Growth ETF Add 147.04% 4,129 0.00
≡ IWF - iShares Russell 1000 Growth ETF Add 133.80% 171,395 0.12
≡ ACWI - iShares MSCI ACWI ETF Add 119.29% 29,531 0.01
≡ FICO - Fair Isaac Corp. Add 42.09% 258 0.00
≡ PGNY - Progyny Inc. Add 25.83% 71,682 0.01
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Add 23.91% 4,456 0.00
≡ ALIT - Alight Inc. Add 23.11% 317,960 0.01
≡ BMBL - Bumble Inc. Add 20.27% 72,552 0.00
≡ ETSY - Etsy Inc. Add 19.44% 3,048 0.00
≡ RVLV - Revolve Group Inc. Add 14.59% 61,499 0.00
≡ DLO - DLocal Ltd Add 13.90% 234,772 0.01
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Add 13.21% 85,370 0.00
≡ MKL - Markel Group Inc. Add 12.87% 57 0.00
≡ WRBY - Warby Parker Inc. Add 12.46% 40,982 0.00
≡ DOCS - Doximity Inc. Add 11.61% 22,377 0.00
≡ TPLC - Timothy Plan US Large Mid Cap Core ETF Add 10.18% 1,480 0.00
≡ TME - Tencent Music Entertainment Grp Add 10.07% 321,842 0.01
≡ PAYC - Paycom Software Inc. Add 8.46% 1,352 0.00
≡ EL - Estee Lauder Cos. Add 6.68% 8,494 0.00
≡ DT - Dynatrace Inc. Add 6.34% 6,451 0.00
≡ FIVE - Five Below Inc. Add 6.01% 4,390 0.00
≡ YETI - YETI Holdings Inc. Add 4.62% 10,431 0.00
≡ HDB - HDFC Bank Ltd. Add 2.49% 11,476 0.00
≡ UL - Unilever PLC Add 2.27% 17,335 0.00
≡ ASML - ASML Holding NV Add 2.13% 1,358 0.00
≡ SHOP - Shopify Inc. Add 2.04% 16,046 0.00
≡ WDAY - Workday Inc. Add 2.02% 78,352 0.04
≡ MDT - Medtronic plc Add 1.65% 12,876 0.00
≡ AZPN - Aspen Technology Inc. Add 1.02% 76 0.00
≡ CRL - Charles River Labs Add 1.01% 50 0.00
≡ MPWR - Monolithic Power Systems Add 1.01% 25 0.00
≡ TREX - Trex Company Inc. Add 1.00% 292 0.00
≡ TTD - Trade Desk Inc. Add 1.00% 353 0.00
≡ ILMN - Illumina Inc. Add 0.57% 29,153 0.01
≡ AON - Aon Plc Add 0.55% 4,422 0.00
≡ GLOB - Globant S.A. Add 0.38% 1,401 0.00
≡ MELI - Mercadolibre Inc. Add 0.21% 102 0.00
≡ NVO - Novo Nordisk A S Buy 7,906,255 1.89
≡ LLY - Eli Lilly & Co. Buy 623,812 0.88
≡ MSCI - MSCI Inc. Buy 139,245 0.19
≡ CWAN - Clearwater Analytics Hds A Buy 304,600 0.02
≡ EXLS - ExlService Holdings Inc. Buy 97,083 0.01
≡ TSM - Taiwan Semiconductor S.A. Buy 56,381 0.01
≡ XPEL - XPEL Inc. Buy 61,710 0.01
≡ SAP - SAP SE Reduce 0.36% 4,585 0.00
≡ TYL - Tyler Technologies Inc. Reduce 0.80% 100 0.00
≡ RH - RH Reduce 1.28% 239 0.00
≡ FOXF - Fox Factory Holding Corp. Reduce 1.38% 1,268 0.00
≡ HLNE - Hamilton Lane Inc. CL A Reduce 1.42% 1,653 0.00
≡ ALRM - Alarm.Com Holdings Reduce 1.46% 2,097 0.00
≡ HLI - Houlihan Lokey Inc. Reduce 1.47% 1,925 0.00
≡ WING - Wingstop Inc. Reduce 1.55% 774 0.00
≡ BL - BlackLine Inc. Reduce 1.58% 1,860 0.00
≡ DAVA - Endava plc Reduce 1.59% 1,603 0.00
≡ HELE - Helen of Troy Ltd. Reduce 1.73% 389 0.00
≡ IT - Gartner Inc. Reduce 1.93% 37,666 0.03
≡ SITM - SiTime Corp. Reduce 1.97% 692 0.00
≡ FSV - Firstservice Corp Reduce 2.02% 826 0.00
≡ QLYS - Qualys Inc. Reduce 2.12% 1,273 0.00
≡ PYPL - PayPal Holdings Inc. Reduce 2.15% 477,360 0.07
≡ EEFT - Euronet Worldwide Inc. Reduce 2.24% 1,710 0.00
≡ SITE - SiteOne Landscape Supply Inc. Reduce 2.24% 537 0.00
≡ ADSK - Autodesk Inc. Reduce 2.39% 130,735 0.07
≡ ALGN - Align Technology Inc. Reduce 2.40% 37,906 0.03
≡ AMN - AMN Healthcare Services Reduce 2.46% 822 0.00
≡ NFLX - Netflix Inc. Reduce 2.58% 170,759 0.17
≡ ABT - Abbott Labs Reduce 2.75% 381,118 0.10
≡ NKE - NIKE Inc. Reduce 3.08% 195,813 0.05
≡ CRM - Salesforce.com Reduce 3.19% 252,109 0.13
≡ ACN - Accenture Reduce 3.30% 170,551 0.14
≡ GSHD - Goosehead Insurance Inc. Reduce 3.58% 8,229 0.00
≡ FND - Floor & Decor Holdings Reduce 3.59% 1,583 0.00
≡ V - Visa Inc. Reduce 3.66% 287,355 0.17
≡ MSFT - Microsoft Corp. Reduce 3.67% 272,624 0.23
≡ MA - Mastercard Inc. Reduce 3.71% 184,861 0.19
≡ GOOGL - Alphabet Inc. Reduce 3.79% 85,461 0.03
≡ TMO - Thermo Fisher Scientific Reduce 3.91% 87,621 0.12
≡ GOOG - Alphabet Inc. CL C Reduce 4.12% 836,611 0.29
≡ ABNB - Airbnb Inc. Reduce 4.18% 483,426 0.17
≡ ATHM - Autohome Inc. Reduce 4.25% 20,084 0.00