Polen Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q1  2024
≡ SPY - SPDR S&P 500 ETF Trust Sell 100.00% 662 0.00
≡ TPIF - Timothy Plan International ETF Sell 100.00% 15,875 0.00
≡ TPLC - Timothy Plan US Large Mid Cap Core ETF Sell 100.00% 15,147 0.00
≡ TSM - Taiwan Semiconductor S.A. Sell 100.00% 42,083 0.01
≡ VUG - Vanguard Growth ETF Sell 100.00% 8,412 0.01
≡ ATHM - Autohome Inc. Sell 100.00% 253,643 0.02
≡ ILMN - Illumina Inc. Sell 100.00% 33,913 0.20
Q4  2023
≡ ABT - Abbott Labs Add 0.06% 7,572 0.00
≡ SITM - SiTime Corp. Add 0.39% 136 0.00
≡ AON - Aon Plc Add 0.53% 4,326 0.00
≡ ADP - Automatic Data Processing Inc. Add 0.55% 2,758 0.00
≡ NVO - Novo Nordisk A S Add 0.66% 52,189 0.01
≡ EEFT - Euronet Worldwide Inc. Add 4.70% 3,498 0.00
≡ FOXF - Fox Factory Holding Corp. Add 5.92% 5,354 0.00
≡ TPIF - Timothy Plan International ETF Add 7.31% 1,081 0.00
≡ HDB - HDFC Bank Ltd. Add 19.07% 90,214 0.00
≡ BMBL - Bumble Inc. Add 20.23% 87,100 0.00
≡ VUG - Vanguard Growth ETF Add 21.26% 1,475 0.00
≡ MDT - Medtronic plc Add 23.74% 188,715 0.04
≡ CRL - Charles River Labs Add 26.43% 1,323 0.00
≡ YUMC - Yum China Holdings Inc. Add 28.72% 60,539 0.01
≡ WRBY - Warby Parker Inc. Add 32.38% 119,758 0.00
≡ IWF - iShares Russell 1000 Growth ETF Add 38.70% 115,901 0.04
≡ MSFT - Microsoft Corp. Add 39.22% 2,804,875 2.54
≡ AMN - AMN Healthcare Services Add 39.23% 12,796 0.00
≡ AZPN - Aspen Technology Inc. Add 47.66% 3,588 0.00
≡ MPWR - Monolithic Power Systems Add 62.23% 1,549 0.00
≡ ETSY - Etsy Inc. Add 83.30% 15,598 0.00
≡ ACWI - iShares MSCI ACWI ETF Add 87.14% 47,303 0.09
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Add 616.45% 142,362 0.01
≡ 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
≡ 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
≡ CNM - Core & Main Inc Class A Buy 187,140 0.02
≡ BIL - SPDR Bloomberg 1 3 Month T B Buy 606,590 0.13
≡ MKTX - MarketAxess Holdings Inc. Buy 4,461 0.16
≡ SGOV - Ishares 0 3 Month Treasury B Buy 5,005 0.16
≡ ILMN - Illumina Inc. Reduce 99.34% 5,092,701 30.03
≡ KARO - Karooooo Ltd Reduce 84.23% 49,391 1.07
≡ FIVE - Five Below Inc. Reduce 60.66% 46,971 0.03
≡ TYL - Tyler Technologies Inc. Reduce 50.51% 6,294 0.01
≡ QLYS - Qualys Inc. Reduce 46.06% 27,032 0.01
≡ ATHM - Autohome Inc. Reduce 44.00% 199,280 0.02
≡ UL - Unilever PLC Reduce 40.20% 314,587 0.03
≡ DLO - DLocal Ltd Reduce 37.49% 721,032 0.03
≡ NFLX - Netflix Inc. Reduce 36.60% 2,356,049 2.77
≡ EPAM - EPAM Systems Inc. Reduce 34.85% 19,490 0.02
≡ DAVA - Endava plc Reduce 33.12% 32,929 0.00
≡ GSHD - Goosehead Insurance Inc. Reduce 31.51% 69,902 0.09
≡ YETI - YETI Holdings Inc. Reduce 30.39% 71,776 0.01
≡ WING - Wingstop Inc. Reduce 27.94% 13,730 0.01
≡ LVS - Las Vegas Sands Corp. Reduce 27.05% 86,245 0.06
≡ ASML - ASML Holding NV Reduce 26.75% 17,446 0.03
≡ FND - Floor & Decor Holdings Reduce 26.47% 11,254 0.00
≡ TME - Tencent Music Entertainment Grp Reduce 26.20% 921,880 0.02
≡ TSM - Taiwan Semiconductor S.A. Reduce 25.36% 14,298 0.00
≡ CATH - Global X S&P 500 Catholic Values ETF Reduce 21.97% 1,517 0.00
≡ APPF - AppFolio Inc. CL A Reduce 21.87% 7,577 0.00
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Reduce 21.08% 154,253 0.01
≡ DOCS - Doximity Inc. Reduce 19.60% 42,149 0.00
≡ ALGN - Align Technology Inc. Reduce 17.88% 276,053 0.18
≡ HLNE - Hamilton Lane Inc. CL A Reduce 16.89% 19,392 0.03
≡ RVLV - Revolve Group Inc. Reduce 15.18% 73,354 0.00
≡ DT - Dynatrace Inc. Reduce 14.69% 15,883 0.00
≡ SKIL - Skillsoft Corp Reduce 11.55% 10,213 0.00
≡ MELI - Mercadolibre Inc. Reduce 10.95% 5,308 0.02
≡ ALIT - Alight Inc. Reduce 9.65% 163,469 0.00
≡ SITE - SiteOne Landscape Supply Inc. Reduce 9.07% 2,128 0.00
≡ RH - RH Reduce 9.01% 1,659 0.00
≡ HELE - Helen of Troy Ltd. Reduce 8.89% 1,963 0.02
≡ ALRM - Alarm.Com Holdings Reduce 8.85% 12,522 0.00
≡ FSV - Firstservice Corp Reduce 8.79% 3,531 0.00
≡ TREX - Trex Company Inc. Reduce 8.79% 2,589 0.00
≡ EXLS - ExlService Holdings Inc. Reduce 8.69% 8,433 0.00
≡ XPEL - XPEL Inc. Reduce 7.53% 4,646 0.00
≡ IT - Gartner Inc. Reduce 5.66% 108,451 0.12
≡ TPLC - Timothy Plan US Large Mid Cap Core ETF Reduce 5.48% 878 0.00
≡ TMO - Thermo Fisher Scientific Reduce 5.48% 117,908 0.15
≡ PAYC - Paycom Software Inc. Reduce 5.41% 937 0.00
≡ CRM - Salesforce.com Reduce 5.03% 385,014 0.24
≡ NOW - ServiceNow Inc. Reduce 4.96% 198,170 0.34
≡ LLY - Eli Lilly & Co. Reduce 4.65% 29,011 0.01
≡ WDAY - Workday Inc. Reduce 4.60% 181,527 0.12
≡ ABNB - Airbnb Inc. Reduce 4.60% 509,196 0.17
≡ CWAN - Clearwater Analytics Hds A Reduce 4.50% 13,710 0.00
≡ ADSK - Autodesk Inc. Reduce 4.26% 227,667 0.13
≡ BL - BlackLine Inc. Reduce 4.14% 4,795 0.00
≡ NKE - NIKE Inc. Reduce 4.11% 253,276 0.07
≡ PYPL - PayPal Holdings Inc. Reduce 4.11% 891,181 0.13
≡ UNH - United Health Group Inc. Reduce 4.06% 103,060 0.13
≡ ADBE - Adobe Inc. Reduce 3.90% 168,766 0.24
≡ ACN - Accenture Reduce 3.79% 188,989 0.16
≡ ZTS - Zoetis Inc. Reduce 3.72% 192,137 0.09