Polen Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q2  2022
≡ IWF - iShares Russell 1000 Growth ETF Add 4.61% 51,291 0.03
≡ ILMN - Illumina Inc. Add 6.05% 159,057 0.08
≡ TTD - Trade Desk Inc. Add 6.74% 2,444 0.00
≡ KARO - Karooooo Ltd Add 7.14% 2,939 0.00
≡ GSHD - Goosehead Insurance Inc. Add 7.49% 16,174 0.00
≡ TME - Tencent Music Entertainment Grp Add 15.32% 29,210 0.00
≡ AMZN - Amazon.com Inc. Add 30.23% 8,718,765 2.44
≡ MYTE - MYT Netherlands Parent BV Add 33.05% 20,498 0.00
≡ HLNE - Hamilton Lane Inc. CL A Add 34.86% 33,492 0.01
≡ GLOB - Globant S.A. Add 39.27% 62,113 0.03
≡ DOCU - DocuSign Inc. Add 55.14% 3,061,367 0.46
≡ ADP - Automatic Data Processing Inc. Add 57.82% 148,308 0.08
≡ ACWI - iShares MSCI ACWI ETF Add 359.35% 139,986 0.03
≡ FIVE - Five Below Inc. Add 412.84% 65,939 0.02
≡ CRL - Charles River Labs Buy 4,685 0.00
≡ SQ - Block Inc. Buy 4,783 0.00
≡ AZTA - Azenta Inc Buy 64,118 0.01
≡ DOCS - Doximity Inc. Buy 127,720 0.01
≡ SITE - SiteOne Landscape Supply Inc. Buy 33,894 0.01
Q1  2022
≡ NKE - NIKE Inc. Add 0.97% 79,485 0.02
≡ NOW - ServiceNow Inc. Add 2.14% 67,385 0.07
≡ TTD - Trade Desk Inc. Add 3.46% 1,214 0.00
≡ CPRT - Copart Inc. Add 3.57% 3,196 0.00
≡ UL - Unilever PLC Add 4.34% 22,612 0.00
≡ ISRG - Intuitive Surgical Inc. Add 4.84% 164,765 0.10
≡ ALGN - Align Technology Inc. Add 5.32% 94,539 0.08
≡ OLO - Olo Inc. Add 5.70% 40,172 0.00
≡ RVLV - Revolve Group Inc. Add 6.90% 26,514 0.00
≡ DAVA - Endava plc Add 11.55% 17,963 0.01
≡ MYTE - MYT Netherlands Parent BV Add 12.17% 6,729 0.00
≡ V - Visa Inc. Add 13.05% 1,500,092 0.65
≡ FOXF - Fox Factory Holding Corp. Add 13.43% 23,237 0.00
≡ FICO - Fair Isaac Corp. Add 14.39% 1,114 0.00
≡ SAP - SAP SE Add 14.92% 120,804 0.03
≡ QLYS - Qualys Inc. Add 15.25% 15,195 0.00
≡ TREX - Trex Company Inc. Add 15.55% 5,533 0.00
≡ AZPN - Aspen Technology Inc. Add 17.11% 3,710 0.00
≡ RH - RH Add 17.38% 1,789 0.00
≡ GSHD - Goosehead Insurance Inc. Add 17.94% 32,859 0.00
≡ ADSK - Autodesk Inc. Add 18.74% 1,365,221 0.57
≡ ADBE - Adobe Inc. Add 22.48% 1,222,654 1.09
≡ META - Meta Platforms Inc. Add 26.07% 2,722,842 1.18
≡ PAYC - Paycom Software Inc. Add 30.11% 3,577 0.00
≡ ABNB - Airbnb Inc. Add 30.53% 3,029,742 1.02
≡ YETI - YETI Holdings Inc. Add 31.79% 72,720 0.01
≡ ETSY - Etsy Inc. Add 34.20% 9,169 0.00
≡ WRBY - Warby Parker Inc. Add 35.31% 114,237 0.01
≡ DT - Dynatrace Inc. Add 35.56% 28,755 0.00
≡ DOCU - DocuSign Inc. Add 48.50% 1,813,284 0.38
≡ TME - Tencent Music Entertainment Grp Add 61.37% 72,500 0.00
≡ PYPL - PayPal Holdings Inc. Add 72.78% 5,438,958 1.23
≡ NFLX - Netflix Inc. Add 85.74% 2,310,617 1.69
≡ SHOP - Shopify Inc. Add 188.94% 359,010 0.05
≡ IWF - iShares Russell 1000 Growth ETF Add 364.71% 873,190 0.47
≡ FTCHQ - Farfetch Ltd Add 582.37% 533,970 0.02
≡ FND - Floor & Decor Holdings Add 650.71% 30,512 0.01
≡ FIVE - Five Below Inc. Buy 15,972 0.00
≡ IWM - iShares Russell 2000 ETF Buy 1,215 0.00
≡ BMBL - Bumble Inc. Buy 255,081 0.01
≡ HLNE - Hamilton Lane Inc. CL A Buy 96,064 0.01
≡ SKIL - Skillsoft Corp Buy 88,403 0.02
Q4  2021
≡ ACN - Accenture Add 0.19% 12,839 0.01
≡ SHOP - Shopify Inc. Add 0.21% 400 0.00
≡ MSFT - Microsoft Corp. Add 1.22% 122,871 0.07
≡ SBUX - Starbucks Corp. Add 1.37% 178,673 0.04
≡ DAVA - Endava plc Add 1.63% 2,495 0.00
≡ UNH - United Health Group Inc. Add 1.85% 70,473 0.06
≡ IT - Gartner Inc. Add 1.92% 86,540 0.05
≡ AON - Aon Plc Add 1.97% 20,164 0.01
≡ TPIF - Timothy Plan International ETF Add 2.03% 242 0.00
≡ SAP - SAP SE Add 2.22% 17,594 0.00
≡ MSCI - MSCI Inc. Add 2.35% 32,539 0.03
≡ NKE - NIKE Inc. Add 2.36% 189,144 0.05
≡ ABT - Abbott Labs Add 2.45% 538,662 0.13
≡ ZTS - Zoetis Inc. Add 2.47% 237,161 0.10
≡ GOOG - Alphabet Inc. CL C Add 2.51% 780,060 0.19
≡ ASML - ASML Holding NV Add 2.55% 2,008 0.00
≡ NOW - ServiceNow Inc. Add 2.77% 84,962 0.09
≡ NFLX - Netflix Inc. Add 3.05% 79,772 0.08
≡ GOOGL - Alphabet Inc. Add 3.05% 351,380 0.09
≡ CRM - Salesforce.com Add 3.18% 310,910 0.13
≡ ISRG - Intuitive Surgical Inc. Add 3.34% 110,161 0.07
≡ ABNB - Airbnb Inc. Add 4.09% 389,546 0.11
≡ MA - Mastercard Inc. Add 4.96% 379,273 0.23
≡ ILMN - Illumina Inc. Add 4.99% 126,623 0.08
≡ V - Visa Inc. Add 5.35% 583,184 0.21
≡ ADSK - Autodesk Inc. Add 5.62% 387,529 0.18
≡ KARO - Karooooo Ltd Add 6.74% 2,600 0.00
≡ ALGN - Align Technology Inc. Add 7.29% 120,793 0.13
≡ PYPL - PayPal Holdings Inc. Add 8.64% 594,061 0.19
≡ CPRT - Copart Inc. Add 10.58% 8,576 0.00
≡ TREX - Trex Company Inc. Add 10.58% 3,405 0.00
≡ CDW - CDW Corp. Add 10.59% 1,890 0.00
≡ YNDX - Yandex N.V. Add 10.76% 3,450 0.00
≡ GSHD - Goosehead Insurance Inc. Add 15.20% 24,169 0.01
≡ PCTY - Paylocity Holding Corp. Add 16.15% 5,820 0.00
≡ TYL - Tyler Technologies Inc. Add 21.86% 1,668 0.00
≡ HELE - Helen of Troy Ltd. Add 24.54% 11,347 0.00
≡ ALRM - Alarm.Com Holdings Add 25.01% 39,964 0.01
≡ MEDP - Medpace Holdings Inc. Add 25.08% 23,703 0.01