Polen Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q1  2023
≡ 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
≡ ZTS - Zoetis Inc. Reduce 1.22% 68,355 0.03
≡ FND - Floor & Decor Holdings Reduce 1.09% 512 0.00
≡ DAVA - Endava plc Reduce 1.00% 1,102 0.00
≡ NOW - ServiceNow Inc. Reduce 0.90% 40,217 0.05
≡ GSHD - Goosehead Insurance Inc. Reduce 0.75% 2,199 0.00
≡ NKE - NIKE Inc. Reduce 0.75% 49,046 0.02
≡ BL - BlackLine Inc. Reduce 0.69% 851 0.00
≡ YETI - YETI Holdings Inc. Reduce 0.67% 1,411 0.00
≡ ALRM - Alarm.Com Holdings Reduce 0.54% 820 0.00
≡ OLO - Olo Inc. Reduce 0.52% 3,813 0.00
≡ ADSK - Autodesk Inc. Reduce 0.51% 40,399 0.02
≡ RVLV - Revolve Group Inc. Reduce 0.50% 2,150 0.00
≡ UNH - United Health Group Inc. Reduce 0.48% 13,041 0.02
≡ FICO - Fair Isaac Corp. Reduce 0.35% 9 0.00
≡ HELE - Helen of Troy Ltd. Reduce 0.23% 53 0.00
≡ SBUX - Starbucks Corp. Sell 100.00% 3,009 0.00
≡ IWM - iShares Russell 2000 ETF Sell 100.00% 15,902 0.01
≡ OLPX - Olaplex Holdings Inc. Sell 100.00% 829,126 0.01
≡ AZTA - Azenta Inc Sell 100.00% 100,954 0.02
≡ DCT-OLD - Duck Creek Technologies Sell 100.00% 516,392 0.02
≡ IUSG - Ishares Core S&P U.S. Growth Sell 100.00% 135,869 0.03
Q4  2022
≡ META - Meta Platforms Inc. Reduce 99.96% 13,260,494 0.00
≡ SBUX - Starbucks Corp. Reduce 99.68% 949,230 0.00
≡ FICO - Fair Isaac Corp. Reduce 65.93% 4,952 0.00
≡ AMN - AMN Healthcare Services Reduce 49.27% 34,618 0.01
≡ FOXF - Fox Factory Holding Corp. Reduce 43.42% 78,299 0.02
≡ TME - Tencent Music Entertainment Grp Reduce 35.26% 76,139 0.00
≡ YETI - YETI Holdings Inc. Reduce 25.10% 70,675 0.01
≡ WING - Wingstop Inc. Reduce 21.80% 19,899 0.01
≡ NKE - NIKE Inc. Reduce 19.50% 1,580,796 0.54
≡ FIVE - Five Below Inc. Reduce 18.11% 20,054 0.01
≡ HELE - Helen of Troy Ltd. Reduce 15.95% 4,438 0.00
≡ BL - BlackLine Inc. Reduce 15.82% 23,132 0.00
≡ ALGN - Align Technology Inc. Reduce 15.79% 313,965 0.19
≡ ALTR - Altair Engineering Inc. Reduce 15.77% 21,473 0.00
≡ AZTA - Azenta Inc Reduce 15.30% 18,239 0.00
≡ QLYS - Qualys Inc. Reduce 15.10% 16,756 0.01
≡ V - Visa Inc. Reduce 14.86% 1,510,448 0.92
≡ APPF - AppFolio Inc. CL A Reduce 14.81% 10,270 0.00
≡ SITE - SiteOne Landscape Supply Inc. Reduce 14.10% 5,277 0.00
≡ MA - Mastercard Inc. Reduce 14.01% 861,968 0.88
≡ ALRM - Alarm.Com Holdings Reduce 13.34% 23,272 0.00
≡ OLO - Olo Inc. Reduce 13.19% 111,200 0.00
≡ RVLV - Revolve Group Inc. Reduce 13.11% 65,385 0.00
≡ PGNY - Progyny Inc. Reduce 12.90% 43,566 0.00
≡ DCT-OLD - Duck Creek Technologies Reduce 12.73% 75,331 0.00
≡ WRBY - Warby Parker Inc. Reduce 12.55% 50,178 0.00
≡ GLOB - Globant S.A. Reduce 12.18% 29,495 0.01
≡ HLI - Houlihan Lokey Inc. Reduce 11.76% 18,833 0.01
≡ DAVA - Endava plc Reduce 11.73% 14,619 0.00
≡ PAYC - Paycom Software Inc. Reduce 11.71% 2,173 0.00
≡ FTCHF - Farfetch Ltd Reduce 11.14% 65,206 0.00
≡ HLNE - Hamilton Lane Inc. CL A Reduce 11.03% 15,590 0.00
≡ MDT - Medtronic plc Reduce 10.70% 97,484 0.02
≡ ASML - ASML Holding NV Reduce 10.29% 7,885 0.01
≡ ADBE - Adobe Inc. Reduce 9.53% 660,748 0.65
≡ MYTE - MYT Netherlands Parent BV Reduce 9.15% 7,590 0.00
≡ MELI - Mercadolibre Inc. Reduce 8.03% 3,377 0.01
≡ ICLR - ICON plc Reduce 7.88% 131,085 0.07
≡ GOOG - Alphabet Inc. CL C Reduce 7.41% 2,110,648 0.55
≡ SAP - SAP SE Reduce 7.09% 102,059 0.03
≡ ABT - Abbott Labs Reduce 6.82% 1,070,770 0.34
≡ ABNB - Airbnb Inc. Reduce 6.76% 857,111 0.21
≡ DT - Dynatrace Inc. Reduce 6.62% 10,150 0.00
≡ GSHD - Goosehead Insurance Inc. Reduce 6.51% 20,400 0.00
≡ AON - Aon Plc Reduce 6.22% 66,219 0.06
≡ ADSK - Autodesk Inc. Reduce 6.14% 517,423 0.28
≡ ZTS - Zoetis Inc. Reduce 6.07% 361,819 0.16
≡ ACN - Accenture Reduce 5.89% 341,372 0.27
≡ AMZN - Amazon.com Inc. Reduce 5.61% 2,089,456 0.51