Polen Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q3  2021
≡ RH - RH Buy 7,296 0.01
≡ TYL - Tyler Technologies Inc. Buy 7,629 0.01
≡ ATHM - Autohome Inc. Buy 10,995 0.00
≡ BKNG - Booking Holdings Inc. Buy 134 0.00
≡ DG - Dollar General Buy 5,234 0.00
≡ EPAM - EPAM Systems Inc. Buy 4,664 0.00
≡ FICO - Fair Isaac Corp. Buy 6,176 0.00
≡ ORCL - Oracle Corp. Buy 4,216 0.00
≡ ORLY - O'Reilly Automotive Buy 1,035 0.00
≡ REGN - Regeneron Pharmaceuticals Buy 2,155 0.00
Q2  2021
≡ AON - Aon Plc Add 54.44% 286,463 0.13
≡ SLP - Simulations Plus Inc. Add 24.52% 32,066 0.00
≡ APPF - AppFolio Inc. CL A Add 20.56% 15,797 0.01
≡ DCT-OLD - Duck Creek Technologies Add 20.03% 49,956 0.00
≡ GOOGL - Alphabet Inc. Add 18.46% 1,762,760 0.41
≡ GSHD - Goosehead Insurance Inc. Add 17.18% 21,471 0.01
≡ IWF - iShares Russell 1000 Growth ETF Add 8.54% 15,100 0.01
≡ AMZN - Amazon.com Inc. Add 7.95% 1,026,940 0.34
≡ PGNY - Progyny Inc. Add 7.91% 17,535 0.00
≡ CDW - CDW Corp. Add 7.90% 1,262 0.00
≡ DT - Dynatrace Inc. Add 7.77% 5,942 0.00
≡ HEI - HEICO Corp. Add 7.68% 1,107 0.00
≡ AZPN - Aspen Technology Inc. Add 7.58% 1,857 0.00
≡ CPRT - Copart Inc. Add 7.37% 5,372 0.00
≡ SAP - SAP SE Add 6.87% 46,344 0.01
≡ HELE - Helen of Troy Ltd. Add 6.68% 2,668 0.00
≡ MEDP - Medpace Holdings Inc. Add 6.67% 5,463 0.00
≡ HLI - Houlihan Lokey Inc. Add 6.65% 8,401 0.00
≡ ALRM - Alarm.Com Holdings Add 6.63% 9,192 0.00
≡ FOXF - Fox Factory Holding Corp. Add 6.61% 7,907 0.00
≡ EXPO - Exponent Inc. Add 6.60% 8,552 0.00
≡ WING - Wingstop Inc. Add 6.49% 7,035 0.00
≡ BL - BlackLine Inc. Add 6.42% 6,709 0.00
≡ ALTR - Altair Engineering Inc. Add 6.41% 6,572 0.00
≡ AMN - AMN Healthcare Services Add 6.40% 6,257 0.00
≡ QLYS - Qualys Inc. Add 6.40% 4,265 0.00
≡ YETI - YETI Holdings Inc. Add 6.40% 8,386 0.00
≡ MBUU - Malibu Boats Inc. Add 6.39% 5,747 0.00
≡ PCTY - Paylocity Holding Corp. Add 6.39% 2,267 0.00
≡ GLOB - Globant S.A. Add 6.24% 4,513 0.00
≡ ABT - Abbott Labs Add 6.14% 1,272,680 0.28
≡ DAVA - Endava plc Add 6.08% 8,165 0.00
≡ NKE - NIKE Inc. Add 5.95% 445,218 0.13
≡ SBUX - Starbucks Corp. Add 5.37% 753,946 0.16
≡ ADSK - Autodesk Inc. Add 5.34% 305,021 0.17
≡ MA - Mastercard Inc. Add 5.15% 301,360 0.21
≡ ISRG - Intuitive Surgical Inc. Add 5.13% 159,627 0.09
≡ NOW - ServiceNow Inc. Add 4.66% 156,160 0.16
≡ UNH - United Health Group Inc. Add 4.66% 166,431 0.13
≡ V - Visa Inc. Add 4.57% 448,979 0.20
≡ CRM - Salesforce.com Add 4.56% 420,672 0.20
≡ ALGN - Align Technology Inc. Add 4.47% 69,980 0.08
≡ ILMN - Illumina Inc. Add 4.36% 103,747 0.09
≡ MSFT - Microsoft Corp. Add 4.25% 653,663 0.34
≡ BABA - Alibaba Group Holdings Add 3.95% 53,831 0.02
≡ NFLX - Netflix Inc. Add 3.94% 92,497 0.09
≡ META - Meta Platforms Inc. Add 3.92% 489,542 0.33
≡ ACN - Accenture Add 3.83% 303,763 0.17
≡ PYPL - PayPal Holdings Inc. Add 3.75% 241,506 0.13
≡ EL - Estee Lauder Cos. Add 3.29% 5,356 0.00
≡ ADBE - Adobe Inc. Add 3.13% 189,429 0.21
≡ ZTS - Zoetis Inc. Add 2.76% 320,158 0.11
≡ EDU - New Oriental Education & Technology Add 2.30% 16,502 0.00
≡ ICLR - ICON plc Add 1.95% 14,984 0.01
≡ ADP - Automatic Data Processing Inc. Add 1.86% 4,482 0.00
≡ MDT - Medtronic plc Add 1.07% 9,457 0.00
≡ TME - Tencent Music Entertainment Grp Add 0.65% 360 0.00
≡ YNDX - Yandex N.V. Add 0.64% 200 0.00
≡ MSCI - MSCI Inc. Add 0.38% 5,158 0.01
≡ ASML - ASML Holding NV Buy 44,250 0.06
≡ MELI - Mercadolibre Inc. Buy 16,023 0.05
≡ SHOP - Shopify Inc. Buy 178,970 0.05
≡ TRUP - Trupanion Inc. Buy 152,713 0.03
≡ PAYC - Paycom Software Inc. Buy 8,997 0.01
≡ TTD - Trade Desk Inc. Buy 49,723 0.01
≡ ACWI - iShares MSCI ACWI ETF Buy 3,330 0.00
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Buy 7,552 0.00
≡ FTCHQ - Farfetch Ltd Buy 47,805 0.00
≡ KARO - Karooooo Ltd Buy 38,164 0.00
≡ TAL - TAL Education Group Buy 17,340 0.00
≡ TPIF - Timothy Plan International ETF Buy 9,140 0.00
Q1  2021
≡ TME - Tencent Music Entertainment Grp Add 209.60% 37,380 0.00
≡ IWF - iShares Russell 1000 Growth ETF Add 179.51% 113,622 0.06
≡ GSHD - Goosehead Insurance Inc. Add 61.44% 47,577 0.01
≡ DAVA - Endava plc Add 55.54% 47,973 0.01
≡ SLP - Simulations Plus Inc. Add 46.21% 41,329 0.01
≡ AZPN - Aspen Technology Inc. Add 45.75% 7,694 0.00
≡ WING - Wingstop Inc. Add 41.54% 31,811 0.01
≡ AON - Aon Plc Add 39.46% 148,879 0.08
≡ EDU - New Oriental Education & Technology Add 36.42% 191,947 0.06
≡ CRM - Salesforce.com Add 31.04% 2,186,033 1.04
≡ BL - BlackLine Inc. Add 24.56% 20,607 0.01
≡ AMN - AMN Healthcare Services Add 24.41% 19,187 0.00
≡ QLYS - Qualys Inc. Add 24.36% 13,058 0.00
≡ ALTR - Altair Engineering Inc. Add 24.34% 20,070 0.00
≡ PCTY - Paylocity Holding Corp. Add 24.33% 6,942 0.00
≡ RVLV - Revolve Group Inc. Add 24.32% 65,852 0.01
≡ YETI - YETI Holdings Inc. Add 24.31% 25,648 0.00
≡ MBUU - Malibu Boats Inc. Add 24.30% 17,576 0.00
≡ ICLR - ICON plc Add 23.06% 143,853 0.06