Polen Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q1  2021
≡ HEI - HEICO Corp. Add 9.88% 1,296 0.00
≡ CDW - CDW Corp. Add 9.98% 1,449 0.00
≡ DT - Dynatrace Inc. Add 10.18% 7,066 0.00
≡ GNRC - Generac Holdings Inc. Add 10.40% 1,223 0.00
≡ CPRT - Copart Inc. Add 10.66% 7,016 0.00
≡ ETSY - Etsy Inc. Add 10.70% 7,939 0.00
≡ BABA - Alibaba Group Holdings Add 12.20% 148,304 0.08
≡ EEFT - Euronet Worldwide Inc. Add 19.50% 9,982 0.00
≡ GLOB - Globant S.A. Add 19.54% 11,828 0.00
≡ ENV - Envestnet Inc. Add 20.04% 13,623 0.00
≡ HLI - Houlihan Lokey Inc. Add 21.03% 21,946 0.00
≡ MEDP - Medpace Holdings Inc. Add 21.12% 14,292 0.01
≡ HELE - Helen of Troy Ltd. Add 21.14% 6,973 0.00
≡ ALRM - Alarm.Com Holdings Add 21.28% 24,317 0.01
≡ APPF - AppFolio Inc. CL A Add 21.41% 13,546 0.00
≡ FOXF - Fox Factory Holding Corp. Add 21.65% 21,296 0.01
≡ EXPO - Exponent Inc. Add 21.96% 23,324 0.01
≡ ICLR - ICON plc Add 23.06% 143,853 0.06
≡ MBUU - Malibu Boats Inc. Add 24.30% 17,576 0.00
≡ YETI - YETI Holdings Inc. Add 24.31% 25,648 0.00
≡ RVLV - Revolve Group Inc. Add 24.32% 65,852 0.01
≡ PCTY - Paylocity Holding Corp. Add 24.33% 6,942 0.00
≡ ALTR - Altair Engineering Inc. Add 24.34% 20,070 0.00
≡ QLYS - Qualys Inc. Add 24.36% 13,058 0.00
≡ AMN - AMN Healthcare Services Add 24.41% 19,187 0.00
≡ BL - BlackLine Inc. Add 24.56% 20,607 0.01
≡ CRM - Salesforce.com Add 31.04% 2,186,033 1.04
≡ EDU - New Oriental Education & Technology Add 36.42% 191,947 0.06
≡ AON - Aon Plc Add 39.46% 148,879 0.08
≡ WING - Wingstop Inc. Add 41.54% 31,811 0.01
≡ AZPN - Aspen Technology Inc. Add 45.75% 7,694 0.00
≡ SLP - Simulations Plus Inc. Add 46.21% 41,329 0.01
≡ DAVA - Endava plc Add 55.54% 47,973 0.01
≡ GSHD - Goosehead Insurance Inc. Add 61.44% 47,577 0.01
≡ IWF - iShares Russell 1000 Growth ETF Add 179.51% 113,622 0.06
≡ TME - Tencent Music Entertainment Grp Add 209.60% 37,380 0.00
≡ TPLC - Timothy Plan US Large Mid Cap Core ETF Buy 12,662 0.00
≡ YNDX - Yandex N.V. Buy 31,308 0.00
≡ PGNY - Progyny Inc. Buy 221,805 0.02
≡ DCT-OLD - Duck Creek Technologies Buy 249,436 0.03
≡ NFLX - Netflix Inc. Buy 2,346,817 2.75
≡ AMZN - Amazon.com Inc. Buy 12,910,720 4.49
Q4  2020
≡ ALGN - Align Technology Inc. Add 0.06% 1,503 0.00
≡ MSCI - MSCI Inc. Add 0.97% 17,466 0.02
≡ IT - Gartner Inc. Add 1.26% 78,791 0.03
≡ ADSK - Autodesk Inc. Add 1.37% 86,809 0.06
≡ PYPL - PayPal Holdings Inc. Add 1.45% 113,614 0.06
≡ UNH - United Health Group Inc. Add 1.60% 54,656 0.04
≡ GOOG - Alphabet Inc. CL C Add 1.87% 631,320 0.13
≡ NOW - ServiceNow Inc. Add 1.99% 63,521 0.08
≡ NKE - NIKE Inc. Add 2.06% 147,196 0.05
≡ GOOGL - Alphabet Inc. Add 2.12% 191,620 0.04
≡ ACN - Accenture Add 2.41% 183,233 0.11
≡ ISRG - Intuitive Surgical Inc. Add 2.52% 74,439 0.05
≡ DG - Dollar General Add 2.56% 144,538 0.07
≡ ZTS - Zoetis Inc. Add 2.89% 318,254 0.12
≡ MSFT - Microsoft Corp. Add 2.95% 434,777 0.22
≡ META - Meta Platforms Inc. Add 3.04% 363,347 0.23
≡ V - Visa Inc. Add 3.07% 285,843 0.15
≡ ADBE - Adobe Inc. Add 3.07% 176,015 0.20
≡ MA - Mastercard Inc. Add 3.32% 185,803 0.15
≡ REGN - Regeneron Pharmaceuticals Add 3.36% 65,147 0.07
≡ CRM - Salesforce.com Add 4.22% 285,441 0.15
≡ SBUX - Starbucks Corp. Add 4.88% 642,368 0.16
≡ ABT - Abbott Labs Add 5.60% 1,087,508 0.28
≡ ETSY - Etsy Inc. Add 7.13% 4,938 0.00
≡ EDU - New Oriental Education & Technology Add 14.11% 65,181 0.03
≡ ICLR - ICON plc Add 14.55% 79,206 0.04
≡ CHKP - Check Point Software Technologies Add 14.72% 43,430 0.01
≡ AON - Aon Plc Add 15.12% 49,548 0.02
≡ MDT - Medtronic plc Add 15.15% 107,360 0.03
≡ EEFT - Euronet Worldwide Inc. Add 20.61% 8,747 0.00
≡ TREE - LendingTree Inc. Add 20.90% 2,933 0.00
≡ UL - Unilever PLC Add 21.29% 118,941 0.02
≡ ENV - Envestnet Inc. Add 21.68% 12,111 0.00
≡ SAP - SAP SE Add 22.05% 118,506 0.04
≡ TREX - Trex Company Inc. Add 22.65% 19,282 0.00
≡ ALRM - Alarm.Com Holdings Add 23.38% 21,655 0.01
≡ HELE - Helen of Troy Ltd. Add 23.42% 6,260 0.00
≡ APPF - AppFolio Inc. CL A Add 23.58% 12,072 0.01
≡ WDFC - WD-40 Co. Add 23.81% 6,853 0.00
≡ GSHD - Goosehead Insurance Inc. Add 23.83% 14,899 0.00
≡ FOXF - Fox Factory Holding Corp. Add 24.03% 19,056 0.00
≡ GLOB - Globant S.A. Add 24.60% 11,949 0.01
≡ EXPO - Exponent Inc. Add 24.62% 20,980 0.00
≡ BABA - Alibaba Group Holdings Add 26.49% 254,552 0.14
≡ PCTY - Paylocity Holding Corp. Add 29.11% 6,432 0.00
≡ AMN - AMN Healthcare Services Add 29.20% 17,768 0.00
≡ ALTR - Altair Engineering Inc. Add 29.23% 18,650 0.00
≡ QLYS - Qualys Inc. Add 29.24% 12,129 0.00
≡ FND - Floor & Decor Holdings Add 29.26% 21,618 0.00
≡ RVLV - Revolve Group Inc. Add 29.28% 61,328 0.00
≡ YETI - YETI Holdings Inc. Add 29.37% 23,950 0.00
≡ BL - BlackLine Inc. Add 29.39% 19,062 0.01
≡ MBUU - Malibu Boats Inc. Add 30.64% 16,965 0.00
≡ HLI - Houlihan Lokey Inc. Add 32.16% 25,390 0.00
≡ WING - Wingstop Inc. Add 50.26% 25,616 0.01
≡ MEDP - Medpace Holdings Inc. Add 101.36% 34,057 0.01
≡ IWF - iShares Russell 1000 Growth ETF Add 156.00% 38,570 0.02
≡ ILMN - Illumina Inc. Add 313.71% 1,765,503 1.52