Polen Capital Management

History Stock Activity Share change % change to portfolio ▼
Q2  2023
≡ 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
≡ IWM - iShares Russell 2000 ETF Buy 1,388 0.00
≡ MKL - Markel Group Inc. Buy 443 0.00
≡ MORN - Morningstar Inc. Buy 5,622 0.00
≡ VUG - Vanguard Growth ETF Buy 2,808 0.00
Q1  2023
≡ AMZN - Amazon.com Inc. Add 27.70% 9,734,356 2.65
≡ 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
≡ TMO - Thermo Fisher Scientific Add 3.52% 77,225 0.12
≡ 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
≡ TME - Tencent Music Entertainment Grp Add 2336.84% 3,267,137 0.07
≡ PYPL - PayPal Holdings Inc. Add 2.25% 275,902 0.06
≡ LVS - Las Vegas Sands Corp. Add 3481.75% 315,098 0.05
≡ NOW - ServiceNow Inc. Reduce 0.90% 40,217 0.05
≡ ALGN - Align Technology Inc. Reduce 3.15% 52,658 0.05
≡ DLO - DLocal Ltd Add 2055.63% 856,374 0.04
≡ MELI - Mercadolibre Inc. Add 31.01% 11,991 0.04
≡ DOCU - DocuSign Inc. Add 3.29% 270,137 0.04
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Reduce 79.61% 339,493 0.04
≡ ATHM - Autohome Inc. Buy 500,307 0.04
≡ EPAM - EPAM Systems Inc. Buy 44,628 0.04
≡ NFLX - Netflix Inc. Add 0.40% 27,777 0.03
≡ 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
≡ ILMN - Illumina Inc. Add 0.67% 34,076 0.02
≡ ABNB - Airbnb Inc. Add 0.63% 74,291 0.02
≡ CRM - Salesforce.com Add 0.33% 34,228 0.02
≡ UNH - United Health Group Inc. Reduce 0.48% 13,041 0.02
≡ ADSK - Autodesk Inc. Reduce 0.51% 40,399 0.02
≡ NKE - NIKE Inc. Reduce 0.75% 49,046 0.02
≡ AZTA - Azenta Inc Sell 100.00% 100,954 0.02
≡ DCT-OLD - Duck Creek Technologies Sell 100.00% 516,392 0.02
≡ ALIT - Alight Inc. Buy 747,548 0.02
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Add 221.21% 461,948 0.01
≡ FSV - Firstservice Corp Add 180.73% 27,327 0.01
≡ KARO - Karooooo Ltd Add 175.88% 81,350 0.01
≡ SAP - SAP SE Reduce 1.51% 20,146 0.01
≡ UL - Unilever PLC Reduce 5.16% 43,249 0.01
≡ GLOB - Globant S.A. Reduce 5.68% 12,086 0.01
≡ FIVE - Five Below Inc. Reduce 17.83% 16,163 0.01
≡ WING - Wingstop Inc. Reduce 26.49% 18,910 0.01
≡ QLYS - Qualys Inc. Reduce 33.83% 31,884 0.01
≡ ALTR - Altair Engineering Inc. Reduce 38.78% 44,468 0.01
≡ IWM - iShares Russell 2000 ETF Sell 100.00% 15,902 0.01
≡ OLPX - Olaplex Holdings Inc. Sell 100.00% 829,126 0.01
≡ DCGO - Docgo Inc Buy 367,513 0.01
≡ FET - Forum Energy Technologies Inc. Buy 150,393 0.01
≡ TYL - Tyler Technologies Inc. Add 84.15% 5,645 0.00
≡ RH - RH Add 59.65% 7,292 0.00
≡ MYTE - MYT Netherlands Parent BV Add 46.53% 35,049 0.00
≡ BMBL - Bumble Inc. Add 20.44% 63,452 0.00
≡ ADP - Automatic Data Processing Inc. Add 0.44% 2,371 0.00
≡ HELE - Helen of Troy Ltd. Reduce 0.23% 53 0.00
≡ FICO - Fair Isaac Corp. Reduce 0.35% 9 0.00
≡ RVLV - Revolve Group Inc. Reduce 0.50% 2,150 0.00
≡ OLO - Olo Inc. Reduce 0.52% 3,813 0.00
≡ ALRM - Alarm.Com Holdings Reduce 0.54% 820 0.00
≡ YETI - YETI Holdings Inc. Reduce 0.67% 1,411 0.00
≡ BL - BlackLine Inc. Reduce 0.69% 851 0.00
≡ GSHD - Goosehead Insurance Inc. Reduce 0.75% 2,199 0.00
≡ DAVA - Endava plc Reduce 1.00% 1,102 0.00
≡ FND - Floor & Decor Holdings Reduce 1.09% 512 0.00
≡ PGNY - Progyny Inc. Reduce 1.25% 3,676 0.00
≡ WRBY - Warby Parker Inc. Reduce 1.29% 4,507 0.00
≡ MDT - Medtronic plc Reduce 1.43% 11,617 0.00
≡ FTCHF - Farfetch Ltd Reduce 1.60% 8,305 0.00
≡ APPF - AppFolio Inc. CL A Reduce 1.94% 1,146 0.00
≡ PAYC - Paycom Software Inc. Reduce 1.94% 318 0.00
≡ DT - Dynatrace Inc. Reduce 2.15% 3,081 0.00
≡ SITE - SiteOne Landscape Supply Inc. Reduce 2.17% 698 0.00
≡ DOCS - Doximity Inc. Reduce 2.24% 4,627 0.00
≡ EEFT - Euronet Worldwide Inc. Reduce 2.57% 2,105 0.00