Polen Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q3  2020
≡ POOL - Pool Corp. Add 19.04% 2,279 0.00
≡ PCTY - Paylocity Holding Corp. Add 18.77% 3,492 0.00
≡ ALTR - Altair Engineering Inc. Add 18.73% 10,064 0.00
≡ AMN - AMN Healthcare Services Add 18.72% 9,594 0.00
≡ YETI - YETI Holdings Inc. Add 18.71% 12,853 0.00
≡ RVLV - Revolve Group Inc. Add 18.66% 32,936 0.00
≡ FND - Floor & Decor Holdings Add 18.64% 11,606 0.00
≡ TREE - LendingTree Inc. Add 18.61% 2,202 0.00
≡ BLKB - Blackbaud Inc. Add 18.59% 8,220 0.00
≡ MEDP - Medpace Holdings Inc. Add 18.41% 5,225 0.00
≡ MASI - Masimo Corp. Add 17.36% 2,724 0.00
≡ GLOB - Globant S.A. Add 16.95% 7,039 0.00
≡ REGN - Regeneron Pharmaceuticals Add 5.05% 93,123 0.14
≡ ADSK - Autodesk Inc. Add 4.44% 268,645 0.17
≡ ACN - Accenture Add 4.32% 314,801 0.19
≡ V - Visa Inc. Add 3.86% 346,117 0.19
≡ ABT - Abbott Labs Add 3.70% 692,903 0.20
≡ GOOG - Alphabet Inc. CL C Add 3.66% 1,190,300 0.23
≡ SBUX - Starbucks Corp. Add 3.05% 389,720 0.09
≡ ADBE - Adobe Inc. Add 2.74% 152,870 0.20
≡ ZTS - Zoetis Inc. Add 2.27% 244,464 0.11
≡ DG - Dollar General Add 2.20% 121,552 0.07
≡ GOOGL - Alphabet Inc. Add 2.16% 191,180 0.04
≡ IT - Gartner Inc. Add 2.10% 128,092 0.04
≡ MA - Mastercard Inc. Add 1.98% 108,677 0.10
≡ META - Meta Platforms Inc. Add 1.68% 197,726 0.14
≡ NKE - NIKE Inc. Add 1.41% 99,622 0.03
≡ CRM - Salesforce.com Add 0.64% 42,734 0.03
≡ UNH - United Health Group Inc. Buy 3,419,053 2.85
≡ ISRG - Intuitive Surgical Inc. Buy 2,954,307 1.87
≡ ILMN - Illumina Inc. Buy 562,775 0.47
≡ AON - Aon Plc Buy 327,757 0.18
≡ EL - Estee Lauder Cos. Buy 168,680 0.10
≡ GSHD - Goosehead Insurance Inc. Buy 62,534 0.01
≡ MBUU - Malibu Boats Inc. Buy 55,360 0.01
Q2  2020
≡ HELE - Helen of Troy Ltd. Add 170.25% 14,097 0.01
≡ EEFT - Euronet Worldwide Inc. Add 166.32% 21,222 0.01
≡ FIVE - Five Below Inc. Add 131.97% 12,950 0.01
≡ TREE - LendingTree Inc. Add 129.62% 6,678 0.01
≡ ETSY - Etsy Inc. Add 127.79% 32,528 0.01
≡ EXPO - Exponent Inc. Add 119.56% 38,981 0.01
≡ ALRM - Alarm.Com Holdings Add 115.89% 39,888 0.01
≡ TXRH - Texas Roadhouse Inc-A Add 109.49% 26,289 0.01
≡ ENV - Envestnet Inc. Add 98.05% 21,879 0.00
≡ AMN - AMN Healthcare Services Add 96.25% 25,137 0.00
≡ PCTY - Paylocity Holding Corp. Add 92.98% 8,964 0.00
≡ APPF - AppFolio Inc. CL A Add 84.34% 19,630 0.01
≡ WING - Wingstop Inc. Add 81.12% 19,135 0.01
≡ ADSK - Autodesk Inc. Add 62.29% 2,320,782 1.68
≡ SBUX - Starbucks Corp. Add 59.02% 4,739,618 1.05
≡ ORCL - Oracle Corp. Add 58.03% 184,281 0.03
≡ MASI - Masimo Corp. Add 48.95% 5,156 0.00
≡ EPAM - EPAM Systems Inc. Add 45.97% 4,122 0.00
≡ BABA - Alibaba Group Holdings Add 42.86% 217,707 0.14
≡ YETI - YETI Holdings Inc. Add 40.61% 19,834 0.00
≡ ALTR - Altair Engineering Inc. Add 40.59% 15,517 0.00
≡ FND - Floor & Decor Holdings Add 40.59% 17,979 0.00
≡ BLKB - Blackbaud Inc. Add 40.52% 12,748 0.00
≡ LMAT - Lemaitre Vascular Inc. Add 40.52% 26,974 0.00
≡ FOXF - Fox Factory Holding Corp. Add 24.69% 13,178 0.00
≡ EDU - New Oriental Education & Technology Add 21.45% 57,477 0.02
≡ ICLR - ICON plc Add 21.18% 67,186 0.03
≡ MDT - Medtronic plc Add 21.12% 87,182 0.02
≡ CHKP - Check Point Software Technologies Add 20.88% 35,977 0.01
≡ SAP - SAP SE Add 20.29% 67,300 0.03
≡ ADP - Automatic Data Processing Inc. Add 14.35% 764,404 0.34
≡ TREX - Trex Company Inc. Add 12.88% 4,058 0.00
≡ ABT - Abbott Labs Add 12.32% 2,052,212 0.57
≡ MA - Mastercard Inc. Add 11.18% 551,407 0.49
≡ CRM - Salesforce.com Add 10.75% 651,752 0.37
≡ GOOG - Alphabet Inc. CL C Add 10.47% 3,083,000 0.66
≡ UL - Unilever PLC Add 10.41% 39,002 0.01
≡ MSCI - MSCI Inc. Add 10.38% 224,837 0.23
≡ ZTS - Zoetis Inc. Add 10.37% 1,013,095 0.42
≡ V - Visa Inc. Add 10.20% 830,879 0.49
≡ RELX - RELX plc Add 10.10% 91,827 0.01
≡ MSFT - Microsoft Corp. Add 10.03% 1,609,874 0.99
≡ POOL - Pool Corp. Add 9.91% 1,079 0.00
≡ NOW - ServiceNow Inc. Add 9.61% 300,340 0.37
≡ ACN - Accenture Add 9.43% 627,790 0.41
≡ PYPL - PayPal Holdings Inc. Add 9.36% 740,325 0.39
≡ META - Meta Platforms Inc. Add 9.05% 975,597 0.67
≡ ADBE - Adobe Inc. Add 8.52% 437,439 0.58
≡ IT - Gartner Inc. Add 8.44% 475,596 0.17
≡ DG - Dollar General Add 8.17% 417,656 0.24
≡ GOOGL - Alphabet Inc. Add 7.60% 625,460 0.13
≡ ALGN - Align Technology Inc. Add 7.22% 219,383 0.18
≡ REGN - Regeneron Pharmaceuticals Add 7.18% 123,532 0.23
≡ RVLV - Revolve Group Inc. Add 4.59% 7,748 0.00
≡ GLOB - Globant S.A. Add 1.26% 515 0.00
≡ BL - BlackLine Inc. Buy 34,233 0.01
≡ HLI - Houlihan Lokey Inc. Buy 44,701 0.01
≡ MEDP - Medpace Holdings Inc. Buy 28,374 0.01
≡ QLYS - Qualys Inc. Buy 20,945 0.01
≡ WDFC - WD-40 Co. Buy 21,907 0.01
Q1  2020
≡ IWF - iShares Russell 1000 Growth ETF Add 990.23% 374,633 0.25
≡ WING - Wingstop Inc. Add 114.96% 12,615 0.01
≡ CRM - Salesforce.com Add 96.72% 2,980,823 1.86
≡ USPH - U.S. Physical Therapy Inc. Add 86.89% 9,000 0.00
≡ ABT - Abbott Labs Add 86.68% 7,735,426 2.65