Polen Capital Management

History Stock Activity Share change % change to portfolio ▼
Q3  2023
≡ CPRT - Copart Inc. Sell 100.00% 42,022 0.00
≡ IWM - iShares Russell 2000 ETF Sell 100.00% 1,388 0.00
≡ MYTE - MYT Netherlands Parent BV Sell 100.00% 51,576 0.00
Q2  2023
≡ MSFT - Microsoft Corp. Reduce 19.66% 1,817,269 1.53
≡ CRM - Salesforce.com Reduce 24.75% 2,602,169 1.36
≡ ADSK - Autodesk Inc. Reduce 30.34% 2,386,575 1.21
≡ AMZN - Amazon.com Inc. Reduce 5.88% 2,638,569 0.85
≡ IT - Gartner Inc. Reduce 27.87% 754,516 0.66
≡ NFLX - Netflix Inc. Reduce 5.03% 350,214 0.38
≡ GOOG - Alphabet Inc. CL C Reduce 4.59% 978,730 0.29
≡ NOW - ServiceNow Inc. Reduce 4.48% 197,790 0.28
≡ ADBE - Adobe Inc. Reduce 4.51% 218,591 0.27
≡ MA - Mastercard Inc. Reduce 3.44% 177,370 0.17
≡ ACN - Accenture Reduce 3.48% 186,287 0.14
≡ V - Visa Inc. Reduce 2.64% 212,806 0.13
≡ ABNB - Airbnb Inc. Reduce 2.92% 348,068 0.11
≡ ABT - Abbott Labs Reduce 2.72% 387,593 0.10
≡ UNH - United Health Group Inc. Reduce 2.08% 56,360 0.07
≡ ZTS - Zoetis Inc. Reduce 2.45% 135,756 0.06
≡ TMO - Thermo Fisher Scientific Reduce 1.42% 32,287 0.04
≡ NKE - NIKE Inc. Reduce 1.89% 122,152 0.03
≡ ALGN - Align Technology Inc. Reduce 2.43% 39,338 0.03
≡ ACWI - iShares MSCI ACWI ETF Reduce 77.58% 85,656 0.03
≡ SAP - SAP SE Reduce 3.74% 49,293 0.02
≡ GOOGL - Alphabet Inc. Reduce 1.11% 25,409 0.01
≡ ICLR - ICON plc Reduce 1.39% 20,693 0.01
≡ AON - Aon Plc Reduce 1.65% 13,636 0.01
≡ SHOP - Shopify Inc. Reduce 3.77% 30,781 0.01
≡ MELI - Mercadolibre Inc. Reduce 4.48% 2,268 0.01
≡ IWF - iShares Russell 1000 Growth ETF Reduce 6.44% 8,813 0.01
≡ GSHD - Goosehead Insurance Inc. Reduce 20.86% 60,666 0.01
≡ APPF - AppFolio Inc. CL A Reduce 31.12% 18,030 0.01
≡ FET - Forum Energy Technologies Inc. Sell 100.00% 150,393 0.01
≡ DOCU - DocuSign Inc. Reduce 0.07% 6,095 0.00
≡ PAYC - Paycom Software Inc. Reduce 0.56% 90 0.00
≡ FIVE - Five Below Inc. Reduce 1.95% 1,452 0.00
≡ RVLV - Revolve Group Inc. Reduce 2.20% 9,482 0.00
≡ MDT - Medtronic plc Reduce 2.55% 20,461 0.00
≡ ALTR - Altair Engineering Inc. Reduce 3.43% 2,405 0.00
≡ FSV - Firstservice Corp Reduce 3.44% 1,462 0.00
≡ AMN - AMN Healthcare Services Reduce 3.49% 1,210 0.00
≡ ASML - ASML Holding NV Reduce 3.57% 2,365 0.00
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Reduce 3.65% 24,462 0.00
≡ HELE - Helen of Troy Ltd. Reduce 3.69% 861 0.00
≡ BL - BlackLine Inc. Reduce 3.75% 4,580 0.00
≡ UL - Unilever PLC Reduce 3.79% 30,132 0.00
≡ QLYS - Qualys Inc. Reduce 3.84% 2,397 0.00
≡ BMBL - Bumble Inc. Reduce 4.26% 15,927 0.00
≡ PGNY - Progyny Inc. Reduce 4.45% 12,918 0.00
≡ RH - RH Reduce 4.47% 873 0.00
≡ EEFT - Euronet Worldwide Inc. Reduce 4.51% 3,603 0.00
≡ ALRM - Alarm.Com Holdings Reduce 4.54% 6,825 0.00
≡ KARO - Karooooo Ltd Reduce 4.64% 5,926 0.00
≡ OLO - Olo Inc. Reduce 4.64% 33,761 0.00
≡ WRBY - Warby Parker Inc. Reduce 4.71% 16,261 0.00
≡ DOCS - Doximity Inc. Reduce 4.79% 9,692 0.00
≡ HLNE - Hamilton Lane Inc. CL A Reduce 4.83% 5,916 0.00
≡ HLI - Houlihan Lokey Inc. Reduce 4.86% 6,689 0.00
≡ WING - Wingstop Inc. Reduce 4.88% 2,559 0.00
≡ FTCHF - Farfetch Ltd Reduce 4.94% 25,268 0.00
≡ FND - Floor & Decor Holdings Reduce 4.97% 2,305 0.00
≡ FOXF - Fox Factory Holding Corp. Reduce 5.06% 4,884 0.00
≡ ATHM - Autohome Inc. Reduce 5.46% 27,300 0.00
≡ TME - Tencent Music Entertainment Grp Reduce 6.18% 210,540 0.00
≡ DAVA - Endava plc Reduce 7.21% 7,846 0.00
≡ TPLC - Timothy Plan US Large Mid Cap Core ETF Reduce 8.75% 1,394 0.00
≡ CRL - Charles River Labs Reduce 9.40% 514 0.00
≡ TTD - Trade Desk Inc. Reduce 9.64% 3,746 0.00
≡ TREX - Trex Company Inc. Reduce 9.67% 3,123 0.00
≡ AZPN - Aspen Technology Inc. Reduce 9.74% 804 0.00
≡ ETSY - Etsy Inc. Reduce 9.92% 1,726 0.00
≡ CATH - Global X S&P 500 Catholic Values ETF Reduce 11.48% 6,071 0.00
≡ TPIF - Timothy Plan International ETF Reduce 13.33% 2,415 0.00
≡ SITE - SiteOne Landscape Supply Inc. Reduce 23.70% 7,455 0.00
≡ DT - Dynatrace Inc. Reduce 27.36% 38,316 0.00
≡ CPRT - Copart Inc. Reduce 42.35% 30,864 0.00
≡ MYTE - MYT Netherlands Parent BV Reduce 53.27% 58,800 0.00
≡ FICO - Fair Isaac Corp. Reduce 75.96% 1,937 0.00
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Reduce 78.56% 68,293 0.00
≡ META - Meta Platforms Inc. Sell 100.00% 2,159 0.00
Q1  2023
≡ IWF - iShares Russell 1000 Growth ETF Reduce 94.60% 2,400,600 1.58
≡ ADBE - Adobe Inc. Reduce 22.65% 1,420,086 1.44
≡ GOOG - Alphabet Inc. CL C Reduce 19.17% 5,053,082 1.38
≡ V - Visa Inc. Reduce 6.76% 585,391 0.35
≡ GOOGL - Alphabet Inc. Reduce 35.32% 1,246,315 0.34
≡ MSFT - Microsoft Corp. Reduce 2.66% 252,929 0.19
≡ AON - Aon Plc Reduce 17.41% 173,866 0.15
≡ MA - Mastercard Inc. Reduce 2.44% 129,291 0.12
≡ ABT - Abbott Labs Reduce 2.53% 369,295 0.10
≡ ACWI - iShares MSCI ACWI ETF Reduce 75.06% 332,267 0.09
≡ ACN - Accenture Reduce 2.04% 111,093 0.08
≡ NOW - ServiceNow Inc. Reduce 0.90% 40,217 0.05
≡ ALGN - Align Technology Inc. Reduce 3.15% 52,658 0.05
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Reduce 79.61% 339,493 0.04
≡ ZTS - Zoetis Inc. Reduce 1.22% 68,355 0.03
≡ IT - Gartner Inc. Reduce 1.30% 35,728 0.03
≡ ICLR - ICON plc Reduce 2.95% 45,225 0.03
≡ CATH - Global X S&P 500 Catholic Values ETF Reduce 77.70% 184,322 0.03
≡ IUSG - Ishares Core S&P U.S. Growth Sell 100.00% 135,869 0.03
≡ UNH - United Health Group Inc. Reduce 0.48% 13,041 0.02