Polen Capital Management

History Stock Activity Share change % change to portfolio ▼
Q1  2024
≡ TMO - Thermo Fisher Scientific Add 60.29% 1,225,807 1.64
≡ ZTS - Zoetis Inc. Add 40.90% 2,033,370 0.80
≡ NKE - NIKE Inc. Add 60.43% 3,567,551 0.78
≡ V - Visa Inc. Add 15.10% 1,100,709 0.71
≡ ABT - Abbott Labs Add 19.67% 2,652,929 0.70
≡ PAYC - Paycom Software Inc. Add 9171.71% 1,503,885 0.69
≡ GLOB - Globant S.A. Add 39.28% 140,604 0.06
≡ ABNB - Airbnb Inc. Add 1.59% 167,884 0.06
≡ HDB - HDFC Bank Ltd. Add 26.13% 147,223 0.02
≡ MDT - Medtronic plc Add 8.35% 82,105 0.02
≡ EXLS - ExlService Holdings Inc. Add 250.16% 221,765 0.01
≡ CWAN - Clearwater Analytics Hds A Add 87.87% 255,592 0.01
≡ GNRC - Generac Holdings Inc. Add 60.56% 27,939 0.01
≡ RVLV - Revolve Group Inc. Add 27.02% 110,718 0.01
≡ ASML - ASML Holding NV Add 6.98% 3,333 0.01
≡ SHOP - Shopify Inc. Add 6.52% 50,879 0.01
≡ SAP - SAP SE Add 2.58% 32,032 0.01
≡ AON - Aon Plc Add 1.28% 10,500 0.01
≡ KB - Kb Financial Group Inc ADR Buy 81,167 0.01
≡ CATH - Global X S&P 500 Catholic Values ETF Add 191.17% 10,300 0.00
≡ IWM - iShares Russell 2000 ETF Add 184.10% 3,266 0.00
≡ MKTX - MarketAxess Holdings Inc. Add 83.03% 3,704 0.00
≡ SITM - SiTime Corp. Add 77.78% 26,935 0.00
≡ TECH - Bio-Techne Corp. Add 65.41% 14,641 0.00
≡ AMN - AMN Healthcare Services Add 29.36% 13,333 0.00
≡ YUMC - Yum China Holdings Inc. Add 13.16% 35,719 0.00
≡ ETSY - Etsy Inc. Add 11.41% 3,917 0.00
≡ PGNY - Progyny Inc. Add 11.01% 37,483 0.00
≡ UL - Unilever PLC Add 7.03% 32,879 0.00
≡ DLO - DLocal Ltd Add 6.46% 77,679 0.00
≡ DAVA - Endava plc Add 5.76% 3,833 0.00
≡ AZPN - Aspen Technology Inc. Add 2.62% 291 0.00
≡ TME - Tencent Music Entertainment Grp Add 2.56% 66,412 0.00
≡ MSCI - MSCI Inc. Add 0.55% 750 0.00
≡ MEDP - Medpace Holdings Inc. Add 0.53% 89 0.00
≡ CPA - Copa Holdings SA Buy 13,973 0.00
≡ FCX - Freeport-McMoran Inc. Buy 10,410 0.00
≡ NTES - NetEase.com Inc. Buy 4,000 0.00
Q4  2023
≡ MSFT - Microsoft Corp. Add 39.22% 2,804,875 2.54
≡ MKTX - MarketAxess Holdings Inc. Buy 4,461 0.16
≡ SGOV - Ishares 0 3 Month Treasury B Buy 5,005 0.16
≡ BIL - SPDR Bloomberg 1 3 Month T B Buy 606,590 0.13
≡ ACWI - iShares MSCI ACWI ETF Add 87.14% 47,303 0.09
≡ IWF - iShares Russell 1000 Growth ETF Add 38.70% 115,901 0.04
≡ MDT - Medtronic plc Add 23.74% 188,715 0.04
≡ CNM - Core & Main Inc Class A Buy 187,140 0.02
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Add 616.45% 142,362 0.01
≡ YUMC - Yum China Holdings Inc. Add 28.72% 60,539 0.01
≡ NVO - Novo Nordisk A S Add 0.66% 52,189 0.01
≡ GNRC - Generac Holdings Inc. Buy 46,135 0.01
≡ IWM - iShares Russell 2000 ETF Buy 1,774 0.01
≡ LGIH - LGI Homes Inc. Buy 25,236 0.01
≡ MEDP - Medpace Holdings Inc. Buy 16,870 0.01
≡ VONG - Vanguard Russell 1000 Growth Buy 33,266 0.01
≡ ETSY - Etsy Inc. Add 83.30% 15,598 0.00
≡ MPWR - Monolithic Power Systems Add 62.23% 1,549 0.00
≡ AZPN - Aspen Technology Inc. Add 47.66% 3,588 0.00
≡ AMN - AMN Healthcare Services Add 39.23% 12,796 0.00
≡ WRBY - Warby Parker Inc. Add 32.38% 119,758 0.00
≡ CRL - Charles River Labs Add 26.43% 1,323 0.00
≡ VUG - Vanguard Growth ETF Add 21.26% 1,475 0.00
≡ BMBL - Bumble Inc. Add 20.23% 87,100 0.00
≡ HDB - HDFC Bank Ltd. Add 19.07% 90,214 0.00
≡ TPIF - Timothy Plan International ETF Add 7.31% 1,081 0.00
≡ FOXF - Fox Factory Holding Corp. Add 5.92% 5,354 0.00
≡ EEFT - Euronet Worldwide Inc. Add 4.70% 3,498 0.00
≡ ADP - Automatic Data Processing Inc. Add 0.55% 2,758 0.00
≡ AON - Aon Plc Add 0.53% 4,326 0.00
≡ SITM - SiTime Corp. Add 0.39% 136 0.00
≡ ABT - Abbott Labs Add 0.06% 7,572 0.00
≡ BWMN - Bowman Consulting Group Ltd Buy 56,575 0.00
≡ MODG - Callaway Golf Co. Buy 130,662 0.00
≡ POOL - Pool Corp. Buy 3,395 0.00
≡ SPY - SPDR S&P 500 ETF Trust Buy 662 0.00
≡ TECH - Bio-Techne Corp. Buy 22,383 0.00
Q3  2023
≡ NVO - Novo Nordisk A S Buy 7,906,255 1.89
≡ LLY - Eli Lilly & Co. Buy 623,812 0.88
≡ MSCI - MSCI Inc. Buy 139,245 0.19
≡ IWF - iShares Russell 1000 Growth ETF Add 133.80% 171,395 0.12
≡ WDAY - Workday Inc. Add 2.02% 78,352 0.04
≡ CWAN - Clearwater Analytics Hds A Buy 304,600 0.02
≡ MORN - Morningstar Inc. Add 150.11% 8,439 0.01
≡ ACWI - iShares MSCI ACWI ETF Add 119.29% 29,531 0.01
≡ PGNY - Progyny Inc. Add 25.83% 71,682 0.01
≡ ALIT - Alight Inc. Add 23.11% 317,960 0.01
≡ DLO - DLocal Ltd Add 13.90% 234,772 0.01
≡ TME - Tencent Music Entertainment Grp Add 10.07% 321,842 0.01
≡ ILMN - Illumina Inc. Add 0.57% 29,153 0.01
≡ EXLS - ExlService Holdings Inc. Buy 97,083 0.01
≡ TSM - Taiwan Semiconductor S.A. Buy 56,381 0.01
≡ XPEL - XPEL Inc. Buy 61,710 0.01
≡ VUG - Vanguard Growth ETF Add 147.04% 4,129 0.00
≡ FICO - Fair Isaac Corp. Add 42.09% 258 0.00
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Add 23.91% 4,456 0.00
≡ BMBL - Bumble Inc. Add 20.27% 72,552 0.00
≡ ETSY - Etsy Inc. Add 19.44% 3,048 0.00
≡ RVLV - Revolve Group Inc. Add 14.59% 61,499 0.00
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Add 13.21% 85,370 0.00
≡ MKL - Markel Group Inc. Add 12.87% 57 0.00
≡ WRBY - Warby Parker Inc. Add 12.46% 40,982 0.00