Polen Capital Management

History Stock Activity Share change % change to portfolio ▼
Q1  2022
≡ ABT - Abbott Labs Reduce 0.57% 128,030 0.03
≡ ILMN - Illumina Inc. Reduce 1.18% 31,531 0.02
≡ ICLR - ICON plc Reduce 1.87% 29,709 0.01
≡ MDT - Medtronic plc Reduce 5.63% 56,650 0.01
≡ ADP - Automatic Data Processing Inc. Reduce 5.76% 15,664 0.01
≡ GLOB - Globant S.A. Reduce 10.65% 18,856 0.01
≡ WING - Wingstop Inc. Reduce 34.21% 53,518 0.01
≡ TYL - Tyler Technologies Inc. Reduce 36.12% 3,358 0.01
≡ HELE - Helen of Troy Ltd. Reduce 47.04% 27,094 0.01
≡ ACWI - iShares MSCI ACWI ETF Reduce 52.45% 42,972 0.01
≡ CDW - CDW Corp. Sell 100.00% 19,742 0.01
≡ CRM - Salesforce.com Reduce 0.10% 10,481 0.00
≡ CATH - Global X S&P 500 Catholic Values ETF Reduce 0.48% 694 0.00
≡ ASML - ASML Holding NV Reduce 1.51% 1,220 0.00
≡ BL - BlackLine Inc. Reduce 3.06% 4,879 0.00
≡ HLI - Houlihan Lokey Inc. Reduce 4.13% 7,524 0.00
≡ DCT-OLD - Duck Creek Technologies Reduce 4.22% 22,964 0.00
≡ ALRM - Alarm.Com Holdings Reduce 4.24% 8,474 0.00
≡ MELI - Mercadolibre Inc. Reduce 4.27% 1,932 0.00
≡ TRUP - Trupanion Inc. Reduce 4.38% 9,091 0.00
≡ APPF - AppFolio Inc. CL A Reduce 4.50% 5,692 0.00
≡ PGNY - Progyny Inc. Reduce 4.54% 17,520 0.00
≡ MBUU - Malibu Boats Inc. Reduce 5.87% 7,996 0.00
≡ AMN - AMN Healthcare Services Reduce 5.88% 8,600 0.00
≡ ALTR - Altair Engineering Inc. Reduce 5.96% 9,145 0.00
≡ BIGC - BigCommerce Holdings Reduce 5.98% 18,177 0.00
≡ TPLC - Timothy Plan US Large Mid Cap Core ETF Reduce 8.33% 2,861 0.00
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Reduce 8.57% 49,550 0.00
≡ PCTY - Paylocity Holding Corp. Reduce 26.69% 11,171 0.00
≡ REGN - Regeneron Pharmaceuticals Reduce 28.64% 555 0.00
≡ DG - Dollar General Reduce 30.81% 1,275 0.00
≡ MEDP - Medpace Holdings Inc. Reduce 96.15% 113,670 0.00
≡ EXPO - Exponent Inc. Reduce 97.62% 183,834 0.00
≡ ATHM - Autohome Inc. Sell 100.00% 10,995 0.00
≡ BABA - Alibaba Group Holdings Sell 100.00% 2,244 0.00
≡ EPAM - EPAM Systems Inc. Sell 100.00% 3,378 0.00
≡ TAL - TAL Education Group Sell 100.00% 17,340 0.00
≡ TPIF - Timothy Plan International ETF Sell 100.00% 12,139 0.00
≡ YNDX - Yandex N.V. Sell 100.00% 35,513 0.00
Q4  2021
≡ META - Meta Platforms Inc. Reduce 21.09% 2,791,548 1.58
≡ ADBE - Adobe Inc. Reduce 4.64% 264,511 0.25
≡ ICLR - ICON plc Reduce 4.40% 73,091 0.04
≡ ETSY - Etsy Inc. Reduce 58.69% 38,080 0.01
≡ SLP - Simulations Plus Inc. Sell 100.00% 178,076 0.01
≡ MDT - Medtronic plc Reduce 0.67% 6,747 0.00
≡ ADP - Automatic Data Processing Inc. Reduce 2.26% 6,291 0.00
≡ UL - Unilever PLC Reduce 2.51% 13,444 0.00
≡ DT - Dynatrace Inc. Reduce 5.88% 5,048 0.00
≡ REGN - Regeneron Pharmaceuticals Reduce 10.07% 217 0.00
≡ AZPN - Aspen Technology Inc. Reduce 20.66% 5,646 0.00
≡ DG - Dollar General Reduce 20.94% 1,096 0.00
≡ EPAM - EPAM Systems Inc. Reduce 27.57% 1,286 0.00
≡ TTD - Trade Desk Inc. Reduce 31.92% 16,444 0.00
≡ BABA - Alibaba Group Holdings Reduce 99.53% 478,707 0.00
≡ EL - Estee Lauder Cos. Sell 100.00% 2,707 0.00
≡ GNRC - Generac Holdings Inc. Sell 100.00% 6,436 0.00
≡ HEI - HEICO Corp. Sell 100.00% 16,074 0.00
Q3  2021
≡ MSFT - Microsoft Corp. Reduce 37.39% 5,995,611 3.10
≡ ACN - Accenture Reduce 18.39% 1,515,073 0.89
≡ ZTS - Zoetis Inc. Reduce 19.53% 2,325,133 0.83
≡ ADBE - Adobe Inc. Reduce 8.67% 541,368 0.57
≡ NOW - ServiceNow Inc. Reduce 12.63% 443,443 0.51
≡ SBUX - Starbucks Corp. Reduce 12.17% 1,801,780 0.36
≡ BABA - Alibaba Group Holdings Reduce 66.07% 936,564 0.25
≡ EDU - New Oriental Education & Technology Sell 100.00% 735,429 0.12
≡ IWF - iShares Russell 1000 Growth ETF Reduce 65.76% 126,274 0.06
≡ IT - Gartner Inc. Reduce 0.34% 15,313 0.01
≡ EEFT - Euronet Worldwide Inc. Sell 100.00% 26,741 0.01
≡ ENV - Envestnet Inc. Sell 100.00% 63,384 0.01
≡ RVLV - Revolve Group Inc. Reduce 2.80% 8,621 0.00
≡ PCTY - Paylocity Holding Corp. Reduce 4.50% 1,697 0.00
≡ ETSY - Etsy Inc. Reduce 14.68% 11,164 0.00
≡ GNRC - Generac Holdings Inc. Reduce 36.30% 3,668 0.00
≡ EL - Estee Lauder Cos. Reduce 98.39% 165,490 0.00
Q2  2021
≡ IT - Gartner Inc. Reduce 28.43% 1,797,615 0.83
≡ GOOG - Alphabet Inc. CL C Reduce 1.31% 405,020 0.10
≡ TREX - Trex Company Inc. Reduce 54.38% 37,095 0.01
≡ EEFT - Euronet Worldwide Inc. Reduce 56.28% 34,420 0.01
≡ FND - Floor & Decor Holdings Sell 100.00% 40,703 0.01
≡ UL - Unilever PLC Reduce 2.35% 12,011 0.00
≡ ETSY - Etsy Inc. Reduce 7.42% 6,093 0.00
≡ RVLV - Revolve Group Inc. Reduce 8.49% 28,571 0.00
≡ GNRC - Generac Holdings Inc. Reduce 22.15% 2,875 0.00
≡ ENV - Envestnet Inc. Reduce 22.33% 18,222 0.00
≡ CHKP - Check Point Software Technologies Sell 100.00% 17,034 0.00
Q1  2021
≡ DG - Dollar General Sell 100.00% 5,796,091 2.83
≡ REGN - Regeneron Pharmaceuticals Sell 100.00% 2,002,804 2.25
≡ ALGN - Align Technology Inc. Reduce 39.81% 1,034,689 1.26
≡ PYPL - PayPal Holdings Inc. Reduce 19.14% 1,523,372 0.83
≡ GOOG - Alphabet Inc. CL C Reduce 9.67% 3,323,080 0.77
≡ ADSK - Autodesk Inc. Reduce 10.70% 684,721 0.43
≡ MSCI - MSCI Inc. Reduce 24.93% 454,070 0.43
≡ ADP - Automatic Data Processing Inc. Reduce 38.14% 148,647 0.06
≡ UL - Unilever PLC Reduce 24.44% 165,589 0.02
≡ WDFC - WD-40 Co. Sell 100.00% 35,635 0.02
≡ TREX - Trex Company Inc. Reduce 34.67% 36,196 0.01
≡ FND - Floor & Decor Holdings Reduce 57.38% 54,794 0.01
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Sell 100.00% 67,261 0.01
≡ TREE - LendingTree Inc. Sell 100.00% 16,965 0.01
≡ CHKP - Check Point Software Technologies Reduce 94.97% 321,403 0.00