Polen Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q4  2019
≡ GLOB - Globant S.A. Add 15.18% 3,373 0.00
≡ LFUS - Littelfuse Inc. Add 15.57% 728 0.00
≡ EXLS - ExlService Holdings Inc. Add 15.61% 8,530 0.00
≡ NEOG - Neogen Corp. Add 15.61% 3,772 0.00
≡ TREX - Trex Company Inc. Add 15.63% 2,549 0.00
≡ AMN - AMN Healthcare Services Add 15.64% 2,117 0.00
≡ EEFT - Euronet Worldwide Inc. Add 15.64% 1,029 0.00
≡ TXRH - Texas Roadhouse Inc-A Add 15.65% 1,939 0.00
≡ MASI - Masimo Corp. Add 15.66% 1,035 0.00
≡ FOXF - Fox Factory Holding Corp. Add 15.68% 4,321 0.00
≡ LOPE - Grand Canyon Education Add 15.68% 1,434 0.00
≡ POOL - Pool Corp. Add 15.68% 1,587 0.00
≡ OLLI - Ollie's Bargain Outlet Hldgs Add 15.69% 1,845 0.00
≡ BLKB - Blackbaud Inc. Add 15.70% 2,559 0.00
≡ EPAM - EPAM Systems Inc. Add 15.70% 726 0.00
≡ FIVE - Five Below Inc. Add 15.71% 790 0.00
≡ FND - Floor & Decor Holdings Add 15.71% 3,606 0.00
≡ ALRM - Alarm.Com Holdings Add 15.76% 2,800 0.00
≡ TREE - LendingTree Inc. Add 15.88% 420 0.00
≡ MED - Medifast Inc. Add 15.90% 773 0.00
≡ ALTR - Altair Engineering Inc. Add 15.92% 3,138 0.00
≡ CHKP - Check Point Software Technologies Add 16.10% 19,670 0.01
≡ ICLR - ICON plc Add 16.25% 36,370 0.03
≡ RELX - RELX plc Add 18.18% 112,733 0.01
≡ UL - Unilever PLC Add 18.20% 58,041 0.01
≡ SAP - SAP SE Add 20.22% 46,636 0.03
≡ BABA - Alibaba Group Holdings Add 35.90% 104,733 0.09
≡ LMAT - Lemaitre Vascular Inc. Add 35.97% 10,552 0.00
≡ MDT - Medtronic plc Add 38.45% 83,829 0.04
≡ USPH - U.S. Physical Therapy Inc. Add 46.82% 3,303 0.00
≡ APPF - AppFolio Inc. CL A Add 69.16% 5,677 0.00
≡ NVO - Novo Nordisk A S Add 71.82% 99,320 0.01
≡ ABT - Abbott Labs Add 7236.59% 8,802,518 3.01
≡ ENV - Envestnet Inc. Buy 12,076 0.00
≡ WING - Wingstop Inc. Buy 10,973 0.00
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Buy 46,108 0.01
≡ EXPO - Exponent Inc. Buy 19,527 0.01
≡ CRM - Salesforce.com Buy 3,081,772 1.97
≡ NOW - ServiceNow Inc. Buy 1,940,426 2.16
Q3  2019
≡ MED - Medifast Inc. Add 0.37% 18 0.00
≡ ALRM - Alarm.Com Holdings Add 0.79% 139 0.00
≡ FOXF - Fox Factory Holding Corp. Add 0.81% 221 0.00
≡ TXRH - Texas Roadhouse Inc-A Add 0.83% 102 0.00
≡ TREX - Trex Company Inc. Add 0.89% 144 0.00
≡ MDSO-OLD - Medidata Solutions Add 1.01% 138 0.00
≡ FIVE - Five Below Inc. Add 1.05% 52 0.00
≡ OLLI - Ollie's Bargain Outlet Hldgs Add 1.06% 123 0.00
≡ BLKB - Blackbaud Inc. Add 1.10% 178 0.00
≡ AMN - AMN Healthcare Services Add 1.12% 150 0.00
≡ PAYC - Paycom Software Inc. Add 1.14% 70 0.00
≡ POOL - Pool Corp. Add 1.15% 115 0.00
≡ USPH - U.S. Physical Therapy Inc. Add 1.19% 83 0.00
≡ EPAM - EPAM Systems Inc. Add 1.20% 55 0.00
≡ EEFT - Euronet Worldwide Inc. Add 1.23% 80 0.00
≡ FND - Floor & Decor Holdings Add 1.23% 278 0.00
≡ LOPE - Grand Canyon Education Add 1.26% 114 0.00
≡ CMD - Cantel Medical Corp. Add 1.36% 163 0.00
≡ NEOG - Neogen Corp. Add 1.38% 328 0.00
≡ TREE - LendingTree Inc. Add 1.46% 38 0.00
≡ LFUS - Littelfuse Inc. Add 1.52% 70 0.00
≡ MASI - Masimo Corp. Add 1.57% 102 0.00
≡ LMAT - Lemaitre Vascular Inc. Add 1.58% 455 0.00
≡ EXLS - ExlService Holdings Inc. Add 2.24% 1,195 0.00
≡ DG - Dollar General Add 3.15% 191,182 0.14
≡ GOOGL - Alphabet Inc. Add 3.23% 249,220 0.07
≡ GOOG - Alphabet Inc. CL C Add 3.34% 881,140 0.25
≡ ZTS - Zoetis Inc. Add 3.38% 344,007 0.20
≡ NKE - NIKE Inc. Add 3.54% 360,887 0.16
≡ REGN - Regeneron Pharmaceuticals Add 3.60% 57,097 0.07
≡ V - Visa Inc. Add 3.61% 344,623 0.27
≡ MSFT - Microsoft Corp. Add 3.73% 580,985 0.37
≡ MA - Mastercard Inc. Add 3.94% 172,942 0.22
≡ ORCL - Oracle Corp. Add 4.25% 613,890 0.16
≡ ADP - Automatic Data Processing Inc. Add 4.32% 201,860 0.15
≡ ORLY - O'Reilly Automotive Add 4.32% 93,413 0.17
≡ ADBE - Adobe Inc. Add 4.34% 200,321 0.25
≡ ACN - Accenture Add 4.41% 257,820 0.23
≡ IT - Gartner Inc. Add 4.44% 220,059 0.15
≡ PYPL - PayPal Holdings Inc. Add 4.45% 319,396 0.15
≡ META - Meta Platforms Inc. Add 4.71% 440,895 0.36
≡ GLOB - Globant S.A. Add 4.94% 1,047 0.00
≡ BKNG - Booking Holdings Inc. Add 4.94% 12,295 0.11
≡ ALGN - Align Technology Inc. Add 6.81% 177,178 0.15
≡ NVO - Novo Nordisk A S Add 16.52% 19,612 0.00
≡ BABA - Alibaba Group Holdings Add 36.51% 78,026 0.06
≡ MDT - Medtronic plc Add 49.77% 72,448 0.04
≡ ICLR - ICON plc Add 50.12% 74,704 0.05
≡ CHKP - Check Point Software Technologies Add 50.23% 40,856 0.02
≡ SAP - SAP SE Add 52.77% 79,687 0.04
≡ RELX - RELX plc Add 57.86% 227,288 0.03
≡ UL - Unilever PLC Add 57.97% 117,005 0.03
≡ ALTR - Altair Engineering Inc. Add 60.99% 7,466 0.00
≡ APPF - AppFolio Inc. CL A Buy 8,209 0.00
≡ ABT - Abbott Labs Buy 121,639 0.05
≡ MSCI - MSCI Inc. Buy 2,070,846 2.08
Q2  2019
≡ ZTS - Zoetis Inc. Add 0.85% 86,364 0.05
≡ GOOGL - Alphabet Inc. Add 1.71% 129,600 0.03
≡ MSFT - Microsoft Corp. Add 2.73% 413,770 0.27
≡ ADBE - Adobe Inc. Add 3.03% 135,526 0.19
≡ ORCL - Oracle Corp. Add 3.07% 430,254 0.12