Polen Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q4  2023
≡ XPEL - XPEL Inc. Reduce 7.53% 4,646 0.00
≡ EXLS - ExlService Holdings Inc. Reduce 8.69% 8,433 0.00
≡ FSV - Firstservice Corp Reduce 8.79% 3,531 0.00
≡ TREX - Trex Company Inc. Reduce 8.79% 2,589 0.00
≡ ALRM - Alarm.Com Holdings Reduce 8.85% 12,522 0.00
≡ HELE - Helen of Troy Ltd. Reduce 8.89% 1,963 0.02
≡ RH - RH Reduce 9.01% 1,659 0.00
≡ SITE - SiteOne Landscape Supply Inc. Reduce 9.07% 2,128 0.00
≡ ALIT - Alight Inc. Reduce 9.65% 163,469 0.00
≡ MELI - Mercadolibre Inc. Reduce 10.95% 5,308 0.02
≡ SKIL - Skillsoft Corp Reduce 11.55% 10,213 0.00
≡ DT - Dynatrace Inc. Reduce 14.69% 15,883 0.00
≡ RVLV - Revolve Group Inc. Reduce 15.18% 73,354 0.00
≡ HLNE - Hamilton Lane Inc. CL A Reduce 16.89% 19,392 0.03
≡ ALGN - Align Technology Inc. Reduce 17.88% 276,053 0.18
≡ DOCS - Doximity Inc. Reduce 19.60% 42,149 0.00
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Reduce 21.08% 154,253 0.01
≡ APPF - AppFolio Inc. CL A Reduce 21.87% 7,577 0.00
≡ CATH - Global X S&P 500 Catholic Values ETF Reduce 21.97% 1,517 0.00
≡ TSM - Taiwan Semiconductor S.A. Reduce 25.36% 14,298 0.00
≡ TME - Tencent Music Entertainment Grp Reduce 26.20% 921,880 0.02
≡ FND - Floor & Decor Holdings Reduce 26.47% 11,254 0.00
≡ ASML - ASML Holding NV Reduce 26.75% 17,446 0.03
≡ LVS - Las Vegas Sands Corp. Reduce 27.05% 86,245 0.06
≡ WING - Wingstop Inc. Reduce 27.94% 13,730 0.01
≡ YETI - YETI Holdings Inc. Reduce 30.39% 71,776 0.01
≡ GSHD - Goosehead Insurance Inc. Reduce 31.51% 69,902 0.09
≡ DAVA - Endava plc Reduce 33.12% 32,929 0.00
≡ EPAM - EPAM Systems Inc. Reduce 34.85% 19,490 0.02
≡ NFLX - Netflix Inc. Reduce 36.60% 2,356,049 2.77
≡ DLO - DLocal Ltd Reduce 37.49% 721,032 0.03
≡ UL - Unilever PLC Reduce 40.20% 314,587 0.03
≡ ATHM - Autohome Inc. Reduce 44.00% 199,280 0.02
≡ QLYS - Qualys Inc. Reduce 46.06% 27,032 0.01
≡ TYL - Tyler Technologies Inc. Reduce 50.51% 6,294 0.01
≡ FIVE - Five Below Inc. Reduce 60.66% 46,971 0.03
≡ KARO - Karooooo Ltd Reduce 84.23% 49,391 1.07
≡ ILMN - Illumina Inc. Reduce 99.34% 5,092,701 30.03
≡ EL - Estee Lauder Cos. Sell 100.00% 135,734 0.05
≡ TTD - Trade Desk Inc. Sell 100.00% 35,478 0.01
≡ DOCU - DocuSign Inc. Sell 100.00% 43,366 0.00
≡ EVTC - EVERTEC Inc. Sell 100.00% 44,100 0.00
≡ FICO - Fair Isaac Corp. Sell 100.00% 871 0.00
≡ MKL - Markel Group Inc. Sell 100.00% 500 0.00
Q3  2023
≡ SAP - SAP SE Reduce 0.36% 4,585 0.00
≡ TYL - Tyler Technologies Inc. Reduce 0.80% 100 0.00
≡ RH - RH Reduce 1.28% 239 0.00
≡ FOXF - Fox Factory Holding Corp. Reduce 1.38% 1,268 0.00
≡ HLNE - Hamilton Lane Inc. CL A Reduce 1.42% 1,653 0.00
≡ ALRM - Alarm.Com Holdings Reduce 1.46% 2,097 0.00
≡ HLI - Houlihan Lokey Inc. Reduce 1.47% 1,925 0.00
≡ WING - Wingstop Inc. Reduce 1.55% 774 0.00
≡ BL - BlackLine Inc. Reduce 1.58% 1,860 0.00
≡ DAVA - Endava plc Reduce 1.59% 1,603 0.00
≡ HELE - Helen of Troy Ltd. Reduce 1.73% 389 0.00
≡ IT - Gartner Inc. Reduce 1.93% 37,666 0.03
≡ SITM - SiTime Corp. Reduce 1.97% 692 0.00
≡ FSV - Firstservice Corp Reduce 2.02% 826 0.00
≡ QLYS - Qualys Inc. Reduce 2.12% 1,273 0.00
≡ PYPL - PayPal Holdings Inc. Reduce 2.15% 477,360 0.07
≡ EEFT - Euronet Worldwide Inc. Reduce 2.24% 1,710 0.00
≡ SITE - SiteOne Landscape Supply Inc. Reduce 2.24% 537 0.00
≡ ADSK - Autodesk Inc. Reduce 2.39% 130,735 0.07
≡ ALGN - Align Technology Inc. Reduce 2.40% 37,906 0.03
≡ AMN - AMN Healthcare Services Reduce 2.46% 822 0.00
≡ NFLX - Netflix Inc. Reduce 2.58% 170,759 0.17
≡ ABT - Abbott Labs Reduce 2.75% 381,118 0.10
≡ NKE - NIKE Inc. Reduce 3.08% 195,813 0.05
≡ CRM - Salesforce.com Reduce 3.19% 252,109 0.13
≡ ACN - Accenture Reduce 3.30% 170,551 0.14
≡ GSHD - Goosehead Insurance Inc. Reduce 3.58% 8,229 0.00
≡ FND - Floor & Decor Holdings Reduce 3.59% 1,583 0.00
≡ V - Visa Inc. Reduce 3.66% 287,355 0.17
≡ MSFT - Microsoft Corp. Reduce 3.67% 272,624 0.23
≡ MA - Mastercard Inc. Reduce 3.71% 184,861 0.19
≡ GOOGL - Alphabet Inc. Reduce 3.79% 85,461 0.03
≡ TMO - Thermo Fisher Scientific Reduce 3.91% 87,621 0.12
≡ GOOG - Alphabet Inc. CL C Reduce 4.12% 836,611 0.29
≡ ABNB - Airbnb Inc. Reduce 4.18% 483,426 0.17
≡ ATHM - Autohome Inc. Reduce 4.25% 20,084 0.00
≡ ZTS - Zoetis Inc. Reduce 4.34% 234,037 0.11
≡ YUMC - Yum China Holdings Inc. Reduce 4.37% 9,624 0.00
≡ EPAM - EPAM Systems Inc. Reduce 4.38% 2,560 0.00
≡ UNH - United Health Group Inc. Reduce 4.45% 118,140 0.16
≡ LVS - Las Vegas Sands Corp. Reduce 4.50% 15,012 0.00
≡ NOW - ServiceNow Inc. Reduce 5.23% 220,433 0.32
≡ TPIF - Timothy Plan International ETF Reduce 5.81% 913 0.00
≡ ADBE - Adobe Inc. Reduce 6.64% 307,486 0.41
≡ ADP - Automatic Data Processing Inc. Reduce 8.22% 44,818 0.03
≡ AMZN - Amazon.com Inc. Reduce 11.47% 4,846,037 1.62
≡ APPF - AppFolio Inc. CL A Reduce 13.17% 5,258 0.00
≡ ICLR - ICON plc Reduce 16.58% 243,060 0.16
≡ KARO - Karooooo Ltd Reduce 51.81% 63,036 0.00
≡ CATH - Global X S&P 500 Catholic Values ETF Reduce 85.25% 39,916 0.00
≡ DOCU - DocuSign Inc. Reduce 99.49% 8,430,648 0.00
≡ ALTR - Altair Engineering Inc. Sell 100.00% 67,792 0.01
≡ DCGO - Docgo Inc Sell 100.00% 455,961 0.01
≡ FTCHF - Farfetch Ltd Sell 100.00% 486,386 0.01
≡ LESL - Leslie's Inc. Sell 100.00% 262,203 0.01
≡ OLO - Olo Inc. Sell 100.00% 694,005 0.01