Polen Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q4  2024
≡ TREX - Trex Company Inc. Add 984.37% 51,079 0.01
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Add 863.20% 340,791 0.04
≡ VT - Vanguard Tot World Stk ETF Add 566.85% 22,776 0.01
≡ SPY - SPDR S&P 500 ETF Trust Add 412.02% 7,676 0.02
≡ ACWI - iShares MSCI ACWI ETF Add 248.76% 226,679 0.07
≡ IWF - iShares Russell 1000 Growth ETF Add 210.48% 341,413 0.37
≡ VUG - Vanguard Growth ETF Add 182.66% 25,232 0.03
≡ LLY - Eli Lilly & Co. Add 164.39% 805,434 1.68
≡ BROS - Dutch Bros Inc Class A Add 137.39% 60,782 0.01
≡ NSIT - Insight Enterprises Inc. Add 93.99% 20,074 0.01
≡ BAH - Booz Allen Hamilton Hldg Corp. Add 88.48% 4,178 0.00
≡ TTEK - Tetra Tech Add 86.65% 20,038 0.00
≡ RMBS - Rambus Inc. Add 76.77% 43,109 0.00
≡ POOL - Pool Corp. Add 62.36% 2,290 0.00
≡ SITE - SiteOne Landscape Supply Inc. Add 48.16% 7,847 0.00
≡ FND - Floor & Decor Holdings Add 34.87% 2,534 0.00
≡ BLD - TopBuild Corp. Add 28.10% 1,145 0.00
≡ KARO - Karooooo Ltd Add 24.82% 2,639 0.00
≡ PCTY - Paylocity Holding Corp. Add 22.96% 5,357 0.00
≡ ORCL - Oracle Corp. Add 22.31% 1,955,764 0.88
≡ ZTS - Zoetis Inc. Add 17.54% 1,116,541 0.49
≡ FSV - Firstservice Corp Add 16.47% 4,634 0.00
≡ RGEN - Repligen Corp. Add 14.62% 5,173 0.00
≡ AIT - Applied Industrial Tech. Add 14.51% 2,352 0.00
≡ MEDP - Medpace Holdings Inc. Add 8.41% 1,259 0.00
≡ KNSL - Kinsale Capital Group Inc. Add 8.04% 336 0.00
≡ GLOB - Globant S.A. Add 0.24% 1,545 0.00
≡ CSGP - CoStar Group Inc. Buy 6,497,188 1.26
≡ WTW - Willis Towers Watson plc Buy 128,586 0.11
≡ SPOT - Spotify Technology S.A. Buy 60,861 0.07
≡ NU - Nu Holdings Ltd Buy 2,243,471 0.06
≡ MNDY - monday.com Ltd. Buy 53,186 0.03
≡ BDC - Belden Inc. Buy 24,182 0.01
≡ FN - Fabrinet Buy 12,605 0.01
≡ WSC - WillScot Mobile Mini Hldgs Corp. Buy 125,024 0.01
≡ BSY - Bentley Systems Inc Class B Buy 21,407 0.00
≡ CIGI - Colliers International Group Inc. Buy 8,226 0.00
≡ CLBT - Cellebrite Di Ltd Buy 10,095 0.00
≡ ENTG - Entegris Inc. Buy 11,026 0.00
≡ FERG - Ferguson Enterprises Inc. Buy 1,238 0.00
≡ IOO - Ishares Global 100 ETF Buy 6,708 0.00
≡ PSTG - Pure Storage Inc. Buy 10,643 0.00
Q3  2024
≡ TTEK - Tetra Tech Add 598.82% 19,815 0.00
≡ RGEN - Repligen Corp. Add 142.81% 20,811 0.01
≡ AIT - Applied Industrial Tech. Add 113.35% 8,609 0.01
≡ KNSL - Kinsale Capital Group Inc. Add 80.60% 1,866 0.00
≡ SGOV - Ishares 0 3 Month Treasury B Add 79.27% 8,192 0.00
≡ PDD - Pinduoduo Inc. Add 71.39% 39,175 0.01
≡ PAYC - Paycom Software Inc. Add 57.01% 1,274,771 0.55
≡ WDAY - Workday Inc. Add 40.06% 1,373,625 0.87
≡ ROAD - Construction Partners Inc. CL A Add 37.23% 9,520 0.00
≡ IBP - Installed Building Products Add 37.20% 4,870 0.00
≡ IWM - iShares Russell 2000 ETF Add 35.33% 3,493 0.00
≡ MSCI - MSCI Inc. Add 35.01% 577,843 0.87
≡ GLOB - Globant S.A. Add 32.61% 155,641 0.08
≡ ASML - ASML Holding NV Add 31.75% 16,215 0.03
≡ NTES - NetEase.com Inc. Add 31.70% 1,268 0.00
≡ SHOP - Shopify Inc. Add 28.84% 4,245,484 0.88
≡ MELI - Mercadolibre Inc. Add 25.69% 7,975 0.04
≡ ADBE - Adobe Inc. Add 24.26% 646,442 0.86
≡ MKTX - MarketAxess Holdings Inc. Add 7.24% 585 0.00
≡ POOL - Pool Corp. Add 5.37% 187 0.00
≡ YUMC - Yum China Holdings Inc. Add 4.71% 9,490 0.00
≡ PGNY - Progyny Inc. Add 3.97% 13,828 0.00
≡ DLO - DLocal Ltd Add 3.52% 33,567 0.00
≡ LVS - Las Vegas Sands Corp. Add 3.34% 6,560 0.00
≡ TME - Tencent Music Entertainment Grp Add 2.33% 35,131 0.00
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Add 0.28% 109 0.00
≡ AAPL - Apple Inc. Buy 6,736,143 4.05
≡ ORCL - Oracle Corp. Buy 8,767,967 3.86
≡ ONON - On Holding AG Buy 295,518 0.04
≡ ELF - e.l.f. Beauty, Inc. Buy 64,126 0.02
≡ IVV - Ishares Core S&P 500 ETF Buy 10,746 0.02
≡ NSIT - Insight Enterprises Inc. Buy 21,357 0.01
≡ NVEE - NV5 Global Inc. Buy 163,232 0.01
≡ PCTY - Paylocity Holding Corp. Buy 23,332 0.01
≡ RMBS - Rambus Inc. Buy 56,150 0.01
≡ VUG - Vanguard Growth ETF Buy 13,814 0.01
≡ BAH - Booz Allen Hamilton Hldg Corp. Buy 4,722 0.00
≡ BLD - TopBuild Corp. Buy 4,075 0.00
≡ BROS - Dutch Bros Inc Class A Buy 44,241 0.00
≡ KARO - Karooooo Ltd Buy 10,634 0.00
≡ SPY - SPDR S&P 500 ETF Trust Buy 1,863 0.00
≡ USHY - Ishares Broad Usd High Yield Buy 26,300 0.00
≡ VT - Vanguard Tot World Stk ETF Buy 4,018 0.00
Q2  2024
≡ SHOP - Shopify Inc. Add 1672.17% 13,891,599 2.30
≡ MSCI - MSCI Inc. Add 1113.07% 1,514,394 1.83
≡ ACWI - iShares MSCI ACWI ETF Add 909.17% 158,277 0.05
≡ IWF - iShares Russell 1000 Growth ETF Add 292.95% 222,017 0.20
≡ CATH - Global X S&P 500 Catholic Values ETF Add 255.70% 40,115 0.01
≡ SGOV - Ishares 0 3 Month Treasury B Add 197.38% 6,859 0.00
≡ IWM - iShares Russell 2000 ETF Add 96.19% 4,848 0.00
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Add 51.23% 289,360 0.01
≡ PAYC - Paycom Software Inc. Add 47.09% 715,843 0.26
≡ HDB - HDFC Bank Ltd. Add 20.11% 142,878 0.02
≡ MODG - Callaway Golf Co. Add 18.91% 24,349 0.00
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Add 18.75% 6,217 0.00
≡ POOL - Pool Corp. Add 5.73% 189 0.00
≡ EXLS - ExlService Holdings Inc. Add 5.37% 16,680 0.00
≡ AMN - AMN Healthcare Services Add 5.16% 3,032 0.00