Polen Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q2  2023
≡ ACN - Accenture Reduce 3.48% 186,287 0.14
≡ FSV - Firstservice Corp Reduce 3.44% 1,462 0.00
≡ MA - Mastercard Inc. Reduce 3.44% 177,370 0.17
≡ ALTR - Altair Engineering Inc. Reduce 3.43% 2,405 0.00
≡ ABNB - Airbnb Inc. Reduce 2.92% 348,068 0.11
≡ ABT - Abbott Labs Reduce 2.72% 387,593 0.10
≡ V - Visa Inc. Reduce 2.64% 212,806 0.13
≡ MDT - Medtronic plc Reduce 2.55% 20,461 0.00
≡ ZTS - Zoetis Inc. Reduce 2.45% 135,756 0.06
≡ ALGN - Align Technology Inc. Reduce 2.43% 39,338 0.03
≡ RVLV - Revolve Group Inc. Reduce 2.20% 9,482 0.00
≡ UNH - United Health Group Inc. Reduce 2.08% 56,360 0.07
≡ FIVE - Five Below Inc. Reduce 1.95% 1,452 0.00
≡ NKE - NIKE Inc. Reduce 1.89% 122,152 0.03
≡ AON - Aon Plc Reduce 1.65% 13,636 0.01
≡ TMO - Thermo Fisher Scientific Reduce 1.42% 32,287 0.04
≡ ICLR - ICON plc Reduce 1.39% 20,693 0.01
≡ GOOGL - Alphabet Inc. Reduce 1.11% 25,409 0.01
≡ PAYC - Paycom Software Inc. Reduce 0.56% 90 0.00
≡ DOCU - DocuSign Inc. Reduce 0.07% 6,095 0.00
≡ META - Meta Platforms Inc. Sell 100.00% 2,159 0.00
≡ FET - Forum Energy Technologies Inc. Sell 100.00% 150,393 0.01
Q1  2023
≡ CRM - Salesforce.com Add 0.33% 34,228 0.02
≡ NFLX - Netflix Inc. Add 0.40% 27,777 0.03
≡ ADP - Automatic Data Processing Inc. Add 0.44% 2,371 0.00
≡ ABNB - Airbnb Inc. Add 0.63% 74,291 0.02
≡ ILMN - Illumina Inc. Add 0.67% 34,076 0.02
≡ PYPL - PayPal Holdings Inc. Add 2.25% 275,902 0.06
≡ DOCU - DocuSign Inc. Add 3.29% 270,137 0.04
≡ TMO - Thermo Fisher Scientific Add 3.52% 77,225 0.12
≡ BMBL - Bumble Inc. Add 20.44% 63,452 0.00
≡ AMZN - Amazon.com Inc. Add 27.70% 9,734,356 2.65
≡ MELI - Mercadolibre Inc. Add 31.01% 11,991 0.04
≡ MYTE - MYT Netherlands Parent BV Add 46.53% 35,049 0.00
≡ RH - RH Add 59.65% 7,292 0.00
≡ TYL - Tyler Technologies Inc. Add 84.15% 5,645 0.00
≡ KARO - Karooooo Ltd Add 175.88% 81,350 0.01
≡ FSV - Firstservice Corp Add 180.73% 27,327 0.01
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Add 221.21% 461,948 0.01
≡ DLO - DLocal Ltd Add 2055.63% 856,374 0.04
≡ TME - Tencent Music Entertainment Grp Add 2336.84% 3,267,137 0.07
≡ LVS - Las Vegas Sands Corp. Add 3481.75% 315,098 0.05
≡ EVTC - EVERTEC Inc. Buy 44,100 0.00
≡ MPWR - Monolithic Power Systems Buy 1,316 0.00
≡ TPIF - Timothy Plan International ETF Buy 18,122 0.00
≡ DCGO - Docgo Inc Buy 367,513 0.01
≡ FET - Forum Energy Technologies Inc. Buy 150,393 0.01
≡ ALIT - Alight Inc. Buy 747,548 0.02
≡ ATHM - Autohome Inc. Buy 500,307 0.04
≡ EPAM - EPAM Systems Inc. Buy 44,628 0.04
≡ IWF - iShares Russell 1000 Growth ETF Reduce 94.60% 2,400,600 1.58
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Reduce 79.61% 339,493 0.04
≡ CATH - Global X S&P 500 Catholic Values ETF Reduce 77.70% 184,322 0.03
≡ ACWI - iShares MSCI ACWI ETF Reduce 75.06% 332,267 0.09
≡ META - Meta Platforms Inc. Reduce 55.58% 2,701 0.00
≡ ALTR - Altair Engineering Inc. Reduce 38.78% 44,468 0.01
≡ GOOGL - Alphabet Inc. Reduce 35.32% 1,246,315 0.34
≡ QLYS - Qualys Inc. Reduce 33.83% 31,884 0.01
≡ WING - Wingstop Inc. Reduce 26.49% 18,910 0.01
≡ TPLC - Timothy Plan US Large Mid Cap Core ETF Reduce 24.48% 5,168 0.00
≡ ADBE - Adobe Inc. Reduce 22.65% 1,420,086 1.44
≡ GOOG - Alphabet Inc. CL C Reduce 19.17% 5,053,082 1.38
≡ FIVE - Five Below Inc. Reduce 17.83% 16,163 0.01
≡ AON - Aon Plc Reduce 17.41% 173,866 0.15
≡ V - Visa Inc. Reduce 6.76% 585,391 0.35
≡ HDB - HDFC Bank Ltd. Reduce 5.92% 18,651 0.00
≡ GLOB - Globant S.A. Reduce 5.68% 12,086 0.01
≡ FOXF - Fox Factory Holding Corp. Reduce 5.40% 5,513 0.00
≡ UL - Unilever PLC Reduce 5.16% 43,249 0.01
≡ SHOP - Shopify Inc. Reduce 4.07% 34,713 0.00
≡ CRL - Charles River Labs Reduce 3.85% 219 0.00
≡ ASML - ASML Holding NV Reduce 3.66% 2,516 0.00
≡ CPRT - Copart Inc. Reduce 3.63% 2,742 0.00
≡ TTD - Trade Desk Inc. Reduce 3.62% 1,458 0.00
≡ TREX - Trex Company Inc. Reduce 3.57% 1,195 0.00
≡ AZPN - Aspen Technology Inc. Reduce 3.42% 292 0.00
≡ ETSY - Etsy Inc. Reduce 3.27% 588 0.00
≡ ALGN - Align Technology Inc. Reduce 3.15% 52,658 0.05
≡ EL - Estee Lauder Cos. Reduce 2.99% 3,710 0.00
≡ ICLR - ICON plc Reduce 2.95% 45,225 0.03
≡ AMN - AMN Healthcare Services Reduce 2.79% 995 0.00
≡ MSFT - Microsoft Corp. Reduce 2.66% 252,929 0.19
≡ HLNE - Hamilton Lane Inc. CL A Reduce 2.65% 3,329 0.00
≡ HLI - Houlihan Lokey Inc. Reduce 2.61% 3,682 0.00
≡ SITM - SiTime Corp. Reduce 2.61% 575 0.00
≡ EEFT - Euronet Worldwide Inc. Reduce 2.57% 2,105 0.00
≡ ABT - Abbott Labs Reduce 2.53% 369,295 0.10
≡ MA - Mastercard Inc. Reduce 2.44% 129,291 0.12
≡ DOCS - Doximity Inc. Reduce 2.24% 4,627 0.00
≡ SITE - SiteOne Landscape Supply Inc. Reduce 2.17% 698 0.00
≡ DT - Dynatrace Inc. Reduce 2.15% 3,081 0.00
≡ ACN - Accenture Reduce 2.04% 111,093 0.08
≡ APPF - AppFolio Inc. CL A Reduce 1.94% 1,146 0.00
≡ PAYC - Paycom Software Inc. Reduce 1.94% 318 0.00
≡ FTCHF - Farfetch Ltd Reduce 1.60% 8,305 0.00
≡ SAP - SAP SE Reduce 1.51% 20,146 0.01
≡ MDT - Medtronic plc Reduce 1.43% 11,617 0.00
≡ IT - Gartner Inc. Reduce 1.30% 35,728 0.03
≡ WRBY - Warby Parker Inc. Reduce 1.29% 4,507 0.00
≡ PGNY - Progyny Inc. Reduce 1.25% 3,676 0.00