Polen Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q2  2023
≡ CRL - Charles River Labs Reduce 9.40% 514 0.00
≡ TTD - Trade Desk Inc. Reduce 9.64% 3,746 0.00
≡ TREX - Trex Company Inc. Reduce 9.67% 3,123 0.00
≡ AZPN - Aspen Technology Inc. Reduce 9.74% 804 0.00
≡ ETSY - Etsy Inc. Reduce 9.92% 1,726 0.00
≡ CATH - Global X S&P 500 Catholic Values ETF Reduce 11.48% 6,071 0.00
≡ TPIF - Timothy Plan International ETF Reduce 13.33% 2,415 0.00
≡ MSFT - Microsoft Corp. Reduce 19.66% 1,817,269 1.53
≡ GSHD - Goosehead Insurance Inc. Reduce 20.86% 60,666 0.01
≡ SITE - SiteOne Landscape Supply Inc. Reduce 23.70% 7,455 0.00
≡ CRM - Salesforce.com Reduce 24.75% 2,602,169 1.36
≡ DT - Dynatrace Inc. Reduce 27.36% 38,316 0.00
≡ IT - Gartner Inc. Reduce 27.87% 754,516 0.66
≡ ADSK - Autodesk Inc. Reduce 30.34% 2,386,575 1.21
≡ APPF - AppFolio Inc. CL A Reduce 31.12% 18,030 0.01
≡ CPRT - Copart Inc. Reduce 42.35% 30,864 0.00
≡ MYTE - MYT Netherlands Parent BV Reduce 53.27% 58,800 0.00
≡ FICO - Fair Isaac Corp. Reduce 75.96% 1,937 0.00
≡ ACWI - iShares MSCI ACWI ETF Reduce 77.58% 85,656 0.03
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Reduce 78.56% 68,293 0.00
≡ FET - Forum Energy Technologies Inc. Sell 100.00% 150,393 0.01
≡ META - Meta Platforms Inc. Sell 100.00% 2,159 0.00
Q1  2023
≡ LVS - Las Vegas Sands Corp. Add 3481.75% 315,098 0.05
≡ TME - Tencent Music Entertainment Grp Add 2336.84% 3,267,137 0.07
≡ DLO - DLocal Ltd Add 2055.63% 856,374 0.04
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Add 221.21% 461,948 0.01
≡ FSV - Firstservice Corp Add 180.73% 27,327 0.01
≡ KARO - Karooooo Ltd Add 175.88% 81,350 0.01
≡ TYL - Tyler Technologies Inc. Add 84.15% 5,645 0.00
≡ RH - RH Add 59.65% 7,292 0.00
≡ MYTE - MYT Netherlands Parent BV Add 46.53% 35,049 0.00
≡ MELI - Mercadolibre Inc. Add 31.01% 11,991 0.04
≡ AMZN - Amazon.com Inc. Add 27.70% 9,734,356 2.65
≡ BMBL - Bumble Inc. Add 20.44% 63,452 0.00
≡ TMO - Thermo Fisher Scientific Add 3.52% 77,225 0.12
≡ DOCU - DocuSign Inc. Add 3.29% 270,137 0.04
≡ PYPL - PayPal Holdings Inc. Add 2.25% 275,902 0.06
≡ ILMN - Illumina Inc. Add 0.67% 34,076 0.02
≡ ABNB - Airbnb Inc. Add 0.63% 74,291 0.02
≡ ADP - Automatic Data Processing Inc. Add 0.44% 2,371 0.00
≡ NFLX - Netflix Inc. Add 0.40% 27,777 0.03
≡ CRM - Salesforce.com Add 0.33% 34,228 0.02
≡ ATHM - Autohome Inc. Buy 500,307 0.04
≡ EPAM - EPAM Systems Inc. Buy 44,628 0.04
≡ ALIT - Alight Inc. Buy 747,548 0.02
≡ DCGO - Docgo Inc Buy 367,513 0.01
≡ FET - Forum Energy Technologies Inc. Buy 150,393 0.01
≡ EVTC - EVERTEC Inc. Buy 44,100 0.00
≡ MPWR - Monolithic Power Systems Buy 1,316 0.00
≡ TPIF - Timothy Plan International ETF Buy 18,122 0.00
≡ HELE - Helen of Troy Ltd. Reduce 0.23% 53 0.00
≡ FICO - Fair Isaac Corp. Reduce 0.35% 9 0.00
≡ UNH - United Health Group Inc. Reduce 0.48% 13,041 0.02
≡ RVLV - Revolve Group Inc. Reduce 0.50% 2,150 0.00
≡ ADSK - Autodesk Inc. Reduce 0.51% 40,399 0.02
≡ OLO - Olo Inc. Reduce 0.52% 3,813 0.00
≡ ALRM - Alarm.Com Holdings Reduce 0.54% 820 0.00
≡ YETI - YETI Holdings Inc. Reduce 0.67% 1,411 0.00
≡ BL - BlackLine Inc. Reduce 0.69% 851 0.00
≡ NKE - NIKE Inc. Reduce 0.75% 49,046 0.02
≡ GSHD - Goosehead Insurance Inc. Reduce 0.75% 2,199 0.00
≡ NOW - ServiceNow Inc. Reduce 0.90% 40,217 0.05
≡ DAVA - Endava plc Reduce 1.00% 1,102 0.00
≡ FND - Floor & Decor Holdings Reduce 1.09% 512 0.00
≡ ZTS - Zoetis Inc. Reduce 1.22% 68,355 0.03
≡ PGNY - Progyny Inc. Reduce 1.25% 3,676 0.00
≡ WRBY - Warby Parker Inc. Reduce 1.29% 4,507 0.00
≡ IT - Gartner Inc. Reduce 1.30% 35,728 0.03
≡ MDT - Medtronic plc Reduce 1.43% 11,617 0.00
≡ SAP - SAP SE Reduce 1.51% 20,146 0.01
≡ FTCHF - Farfetch Ltd Reduce 1.60% 8,305 0.00
≡ APPF - AppFolio Inc. CL A Reduce 1.94% 1,146 0.00
≡ PAYC - Paycom Software Inc. Reduce 1.94% 318 0.00
≡ ACN - Accenture Reduce 2.04% 111,093 0.08
≡ DT - Dynatrace Inc. Reduce 2.15% 3,081 0.00
≡ SITE - SiteOne Landscape Supply Inc. Reduce 2.17% 698 0.00
≡ DOCS - Doximity Inc. Reduce 2.24% 4,627 0.00
≡ MA - Mastercard Inc. Reduce 2.44% 129,291 0.12
≡ ABT - Abbott Labs Reduce 2.53% 369,295 0.10
≡ EEFT - Euronet Worldwide Inc. Reduce 2.57% 2,105 0.00
≡ HLI - Houlihan Lokey Inc. Reduce 2.61% 3,682 0.00
≡ SITM - SiTime Corp. Reduce 2.61% 575 0.00
≡ HLNE - Hamilton Lane Inc. CL A Reduce 2.65% 3,329 0.00
≡ MSFT - Microsoft Corp. Reduce 2.66% 252,929 0.19
≡ AMN - AMN Healthcare Services Reduce 2.79% 995 0.00
≡ ICLR - ICON plc Reduce 2.95% 45,225 0.03
≡ EL - Estee Lauder Cos. Reduce 2.99% 3,710 0.00
≡ ALGN - Align Technology Inc. Reduce 3.15% 52,658 0.05
≡ ETSY - Etsy Inc. Reduce 3.27% 588 0.00
≡ AZPN - Aspen Technology Inc. Reduce 3.42% 292 0.00
≡ TREX - Trex Company Inc. Reduce 3.57% 1,195 0.00
≡ TTD - Trade Desk Inc. Reduce 3.62% 1,458 0.00
≡ CPRT - Copart Inc. Reduce 3.63% 2,742 0.00
≡ ASML - ASML Holding NV Reduce 3.66% 2,516 0.00
≡ CRL - Charles River Labs Reduce 3.85% 219 0.00
≡ SHOP - Shopify Inc. Reduce 4.07% 34,713 0.00
≡ UL - Unilever PLC Reduce 5.16% 43,249 0.01
≡ FOXF - Fox Factory Holding Corp. Reduce 5.40% 5,513 0.00
≡ GLOB - Globant S.A. Reduce 5.68% 12,086 0.01
≡ HDB - HDFC Bank Ltd. Reduce 5.92% 18,651 0.00