Polen Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q2  2022
≡ ACWI - iShares MSCI ACWI ETF Add 359.35% 139,986 0.03
≡ ADP - Automatic Data Processing Inc. Add 57.82% 148,308 0.08
≡ DOCU - DocuSign Inc. Add 55.14% 3,061,367 0.46
≡ GLOB - Globant S.A. Add 39.27% 62,113 0.03
≡ HLNE - Hamilton Lane Inc. CL A Add 34.86% 33,492 0.01
≡ MYTE - MYT Netherlands Parent BV Add 33.05% 20,498 0.00
≡ AMZN - Amazon.com Inc. Add 30.23% 8,718,765 2.44
≡ TME - Tencent Music Entertainment Grp Add 15.32% 29,210 0.00
≡ GSHD - Goosehead Insurance Inc. Add 7.49% 16,174 0.00
≡ KARO - Karooooo Ltd Add 7.14% 2,939 0.00
≡ TTD - Trade Desk Inc. Add 6.74% 2,444 0.00
≡ ILMN - Illumina Inc. Add 6.05% 159,057 0.08
≡ IWF - iShares Russell 1000 Growth ETF Add 4.61% 51,291 0.03
≡ OLO - Olo Inc. Add 3.64% 27,091 0.00
≡ ADBE - Adobe Inc. Add 2.89% 192,328 0.19
≡ ALGN - Align Technology Inc. Add 2.52% 47,184 0.03
≡ PYPL - PayPal Holdings Inc. Add 0.45% 58,188 0.01
≡ META - Meta Platforms Inc. Add 0.16% 20,815 0.01
≡ AZTA - Azenta Inc Buy 64,118 0.01
≡ DOCS - Doximity Inc. Buy 127,720 0.01
≡ SITE - SiteOne Landscape Supply Inc. Buy 33,894 0.01
≡ CRL - Charles River Labs Buy 4,685 0.00
≡ SQ - Block Inc. Buy 4,783 0.00
≡ GOOGL - Alphabet Inc. Reduce 0.11% 3,920 0.00
≡ ABNB - Airbnb Inc. Reduce 1.10% 142,127 0.03
≡ CRM - Salesforce.com Reduce 2.47% 249,099 0.11
≡ ADSK - Autodesk Inc. Reduce 2.64% 228,722 0.10
≡ NOW - ServiceNow Inc. Reduce 2.91% 93,586 0.12
≡ MSFT - Microsoft Corp. Reduce 3.29% 322,028 0.22
≡ GOOG - Alphabet Inc. CL C Reduce 3.54% 1,048,120 0.30
≡ MELI - Mercadolibre Inc. Reduce 3.65% 1,581 0.00
≡ MA - Mastercard Inc. Reduce 3.66% 290,226 0.24
≡ ACN - Accenture Reduce 3.66% 219,052 0.16
≡ ISRG - Intuitive Surgical Inc. Reduce 3.73% 133,285 0.07
≡ NKE - NIKE Inc. Reduce 3.87% 320,997 0.09
≡ V - Visa Inc. Reduce 3.96% 514,846 0.27
≡ FND - Floor & Decor Holdings Reduce 4.50% 1,585 0.00
≡ NFLX - Netflix Inc. Reduce 4.84% 242,171 0.11
≡ MDT - Medtronic plc Reduce 5.04% 47,890 0.01
≡ AON - Aon Plc Reduce 5.11% 50,357 0.04
≡ SHOP - Shopify Inc. Reduce 6.59% 36,168 0.00
≡ RVLV - Revolve Group Inc. Reduce 6.83% 28,047 0.00
≡ UL - Unilever PLC Reduce 7.51% 40,855 0.00
≡ ASML - ASML Holding NV Reduce 7.57% 6,025 0.01
≡ CATH - Global X S&P 500 Catholic Values ETF Reduce 8.08% 11,629 0.00
≡ SBUX - Starbucks Corp. Reduce 9.04% 76,816 0.02
≡ ICLR - ICON plc Reduce 9.78% 152,275 0.09
≡ ZTS - Zoetis Inc. Reduce 10.67% 715,481 0.32
≡ BMBL - Bumble Inc. Reduce 11.57% 29,510 0.00
≡ SAP - SAP SE Reduce 11.63% 108,213 0.03
≡ IT - Gartner Inc. Reduce 11.83% 401,917 0.26
≡ FICO - Fair Isaac Corp. Reduce 13.20% 1,169 0.00
≡ FTCHF - Farfetch Ltd Reduce 13.59% 85,045 0.00
≡ PAYC - Paycom Software Inc. Reduce 13.81% 2,135 0.00
≡ QLYS - Qualys Inc. Reduce 13.97% 16,044 0.00
≡ YETI - YETI Holdings Inc. Reduce 14.09% 42,466 0.00
≡ BL - BlackLine Inc. Reduce 14.54% 22,490 0.00
≡ ALTR - Altair Engineering Inc. Reduce 15.06% 21,725 0.00
≡ TYL - Tyler Technologies Inc. Reduce 15.20% 903 0.00
≡ FOXF - Fox Factory Holding Corp. Reduce 15.56% 30,522 0.01
≡ DCT-OLD - Duck Creek Technologies Reduce 15.92% 82,954 0.00
≡ PGNY - Progyny Inc. Reduce 15.99% 58,889 0.00
≡ WRBY - Warby Parker Inc. Reduce 16.03% 70,185 0.00
≡ ALRM - Alarm.Com Holdings Reduce 16.25% 31,094 0.01
≡ HLI - Houlihan Lokey Inc. Reduce 16.36% 28,562 0.01
≡ DT - Dynatrace Inc. Reduce 16.48% 18,067 0.00
≡ PCTY - Paylocity Holding Corp. Reduce 16.71% 5,128 0.00
≡ WING - Wingstop Inc. Reduce 16.84% 17,340 0.00
≡ HELE - Helen of Troy Ltd. Reduce 17.68% 5,393 0.00
≡ TREX - Trex Company Inc. Reduce 21.59% 8,876 0.00
≡ CPRT - Copart Inc. Reduce 21.63% 20,080 0.00
≡ UNH - United Health Group Inc. Reduce 22.49% 846,099 1.15
≡ TPLC - Timothy Plan US Large Mid Cap Core ETF Reduce 30.24% 9,524 0.00
≡ ABT - Abbott Labs Reduce 31.44% 7,050,232 2.02
≡ AMN - AMN Healthcare Services Reduce 33.51% 46,137 0.02
≡ DAVA - Endava plc Reduce 46.51% 80,706 0.02
≡ APPF - AppFolio Inc. CL A Reduce 48.45% 58,589 0.01
≡ ETSY - Etsy Inc. Reduce 51.85% 18,652 0.00
≡ RH - RH Reduce 58.20% 7,031 0.00
≡ AZPN - Aspen Technology Inc. Reduce 67.57% 17,157 0.00
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Reduce 73.31% 387,290 0.05
≡ MSCI - MSCI Inc. Sell 100.00% 856,456 0.84
≡ TRUP - Trupanion Inc. Sell 100.00% 198,273 0.03
≡ BIGC - BigCommerce Holdings Sell 100.00% 285,540 0.01
≡ MBUU - Malibu Boats Inc. Sell 100.00% 128,245 0.01
≡ BKNG - Booking Holdings Inc. Sell 100.00% 134 0.00
≡ DG - Dollar General Sell 100.00% 2,863 0.00
≡ EXPO - Exponent Inc. Sell 100.00% 4,486 0.00
≡ IWM - iShares Russell 2000 ETF Sell 100.00% 1,215 0.00
≡ MEDP - Medpace Holdings Inc. Sell 100.00% 4,555 0.00
≡ ORCL - Oracle Corp. Sell 100.00% 4,216 0.00
≡ ORLY - O'Reilly Automotive Sell 100.00% 1,035 0.00
≡ REGN - Regeneron Pharmaceuticals Sell 100.00% 1,383 0.00
Q1  2022
≡ FND - Floor & Decor Holdings Add 650.71% 30,512 0.01
≡ FTCHF - Farfetch Ltd Add 582.37% 533,970 0.02
≡ IWF - iShares Russell 1000 Growth ETF Add 364.71% 873,190 0.47
≡ SHOP - Shopify Inc. Add 188.94% 359,010 0.05
≡ NFLX - Netflix Inc. Add 85.74% 2,310,617 1.69
≡ PYPL - PayPal Holdings Inc. Add 72.78% 5,438,958 1.23
≡ TME - Tencent Music Entertainment Grp Add 61.37% 72,500 0.00