Polen Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q1  2023
≡ V - Visa Inc. Reduce 6.76% 585,391 0.35
≡ AON - Aon Plc Reduce 17.41% 173,866 0.15
≡ FIVE - Five Below Inc. Reduce 17.83% 16,163 0.01
≡ GOOG - Alphabet Inc. CL C Reduce 19.17% 5,053,082 1.38
≡ ADBE - Adobe Inc. Reduce 22.65% 1,420,086 1.44
≡ TPLC - Timothy Plan US Large Mid Cap Core ETF Reduce 24.48% 5,168 0.00
≡ WING - Wingstop Inc. Reduce 26.49% 18,910 0.01
≡ QLYS - Qualys Inc. Reduce 33.83% 31,884 0.01
≡ GOOGL - Alphabet Inc. Reduce 35.32% 1,246,315 0.34
≡ ALTR - Altair Engineering Inc. Reduce 38.78% 44,468 0.01
≡ META - Meta Platforms Inc. Reduce 55.58% 2,701 0.00
≡ ACWI - iShares MSCI ACWI ETF Reduce 75.06% 332,267 0.09
≡ CATH - Global X S&P 500 Catholic Values ETF Reduce 77.70% 184,322 0.03
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Reduce 79.61% 339,493 0.04
≡ IWF - iShares Russell 1000 Growth ETF Reduce 94.60% 2,400,600 1.58
≡ IUSG - Ishares Core S&P U.S. Growth Sell 100.00% 135,869 0.03
≡ AZTA - Azenta Inc Sell 100.00% 100,954 0.02
≡ DCT-OLD - Duck Creek Technologies Sell 100.00% 516,392 0.02
≡ IWM - iShares Russell 2000 ETF Sell 100.00% 15,902 0.01
≡ OLPX - Olaplex Holdings Inc. Sell 100.00% 829,126 0.01
≡ SBUX - Starbucks Corp. Sell 100.00% 3,009 0.00
Q4  2022
≡ IWF - iShares Russell 1000 Growth ETF Add 329.78% 1,947,087 1.22
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Add 299.67% 319,729 0.04
≡ RH - RH Add 141.58% 7,164 0.01
≡ CATH - Global X S&P 500 Catholic Values ETF Add 93.89% 114,872 0.01
≡ SHOP - Shopify Inc. Add 62.53% 327,824 0.03
≡ UL - Unilever PLC Add 59.75% 313,636 0.04
≡ ACWI - iShares MSCI ACWI ETF Add 33.68% 111,539 0.03
≡ TYL - Tyler Technologies Inc. Add 30.05% 1,550 0.00
≡ CRL - Charles River Labs Add 22.32% 1,038 0.00
≡ IWM - iShares Russell 2000 ETF Add 19.34% 2,577 0.00
≡ NOW - ServiceNow Inc. Add 12.64% 499,675 0.57
≡ ILMN - Illumina Inc. Add 11.66% 527,005 0.31
≡ KARO - Karooooo Ltd Add 6.44% 2,800 0.00
≡ CPRT - Copart Inc. Add 3.59% 2,624 0.00
≡ TTD - Trade Desk Inc. Add 3.57% 1,390 0.00
≡ ETSY - Etsy Inc. Add 3.56% 618 0.00
≡ TREX - Trex Company Inc. Add 3.54% 1,146 0.00
≡ AZPN - Aspen Technology Inc. Add 3.37% 279 0.00
≡ TMO - Thermo Fisher Scientific Buy 2,193,711 3.53
≡ EL - Estee Lauder Cos. Buy 124,162 0.09
≡ HDB - HDFC Bank Ltd. Buy 314,866 0.06
≡ IUSG - Ishares Core S&P U.S. Growth Buy 135,869 0.03
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Buy 208,827 0.01
≡ FSV - Firstservice Corp Buy 15,120 0.01
≡ OLPX - Olaplex Holdings Inc. Buy 829,126 0.01
≡ SITM - SiTime Corp. Buy 22,008 0.01
≡ DLO - DLocal Ltd Buy 41,660 0.00
≡ LVS - Las Vegas Sands Corp. Buy 9,050 0.00
≡ MSFT - Microsoft Corp. Reduce 1.11% 106,305 0.07
≡ EEFT - Euronet Worldwide Inc. Reduce 1.32% 1,095 0.00
≡ GOOGL - Alphabet Inc. Reduce 1.72% 61,712 0.02
≡ ADP - Automatic Data Processing Inc. Reduce 2.30% 12,614 0.01
≡ DOCS - Doximity Inc. Reduce 2.30% 4,874 0.00
≡ BMBL - Bumble Inc. Reduce 2.82% 8,998 0.00
≡ TPLC - Timothy Plan US Large Mid Cap Core ETF Reduce 2.97% 645 0.00
≡ PYPL - PayPal Holdings Inc. Reduce 3.91% 497,581 0.10
≡ UNH - United Health Group Inc. Reduce 4.35% 123,918 0.19
≡ IT - Gartner Inc. Reduce 4.89% 141,117 0.14
≡ DOCU - DocuSign Inc. Reduce 5.05% 437,088 0.07
≡ CRM - Salesforce.com Reduce 5.22% 577,251 0.22
≡ FND - Floor & Decor Holdings Reduce 5.28% 2,614 0.00
≡ NFLX - Netflix Inc. Reduce 5.48% 401,980 0.35
≡ AMZN - Amazon.com Inc. Reduce 5.61% 2,089,456 0.51
≡ ACN - Accenture Reduce 5.89% 341,372 0.27
≡ ZTS - Zoetis Inc. Reduce 6.07% 361,819 0.16
≡ ADSK - Autodesk Inc. Reduce 6.14% 517,423 0.28
≡ AON - Aon Plc Reduce 6.22% 66,219 0.06
≡ GSHD - Goosehead Insurance Inc. Reduce 6.51% 20,400 0.00
≡ DT - Dynatrace Inc. Reduce 6.62% 10,150 0.00
≡ ABNB - Airbnb Inc. Reduce 6.76% 857,111 0.21
≡ ABT - Abbott Labs Reduce 6.82% 1,070,770 0.34
≡ SAP - SAP SE Reduce 7.09% 102,059 0.03
≡ GOOG - Alphabet Inc. CL C Reduce 7.41% 2,110,648 0.55
≡ ICLR - ICON plc Reduce 7.88% 131,085 0.07
≡ MELI - Mercadolibre Inc. Reduce 8.03% 3,377 0.01
≡ MYTE - MYT Netherlands Parent BV Reduce 9.15% 7,590 0.00
≡ ADBE - Adobe Inc. Reduce 9.53% 660,748 0.65
≡ ASML - ASML Holding NV Reduce 10.29% 7,885 0.01
≡ MDT - Medtronic plc Reduce 10.70% 97,484 0.02
≡ HLNE - Hamilton Lane Inc. CL A Reduce 11.03% 15,590 0.00
≡ FTCHF - Farfetch Ltd Reduce 11.14% 65,206 0.00
≡ PAYC - Paycom Software Inc. Reduce 11.71% 2,173 0.00
≡ DAVA - Endava plc Reduce 11.73% 14,619 0.00
≡ HLI - Houlihan Lokey Inc. Reduce 11.76% 18,833 0.01
≡ GLOB - Globant S.A. Reduce 12.18% 29,495 0.01
≡ WRBY - Warby Parker Inc. Reduce 12.55% 50,178 0.00
≡ DCT-OLD - Duck Creek Technologies Reduce 12.73% 75,331 0.00
≡ PGNY - Progyny Inc. Reduce 12.90% 43,566 0.00
≡ RVLV - Revolve Group Inc. Reduce 13.11% 65,385 0.00
≡ OLO - Olo Inc. Reduce 13.19% 111,200 0.00
≡ ALRM - Alarm.Com Holdings Reduce 13.34% 23,272 0.00
≡ MA - Mastercard Inc. Reduce 14.01% 861,968 0.88
≡ SITE - SiteOne Landscape Supply Inc. Reduce 14.10% 5,277 0.00
≡ APPF - AppFolio Inc. CL A Reduce 14.81% 10,270 0.00
≡ V - Visa Inc. Reduce 14.86% 1,510,448 0.92
≡ QLYS - Qualys Inc. Reduce 15.10% 16,756 0.01
≡ AZTA - Azenta Inc Reduce 15.30% 18,239 0.00
≡ ALTR - Altair Engineering Inc. Reduce 15.77% 21,473 0.00
≡ ALGN - Align Technology Inc. Reduce 15.79% 313,965 0.19