Polen Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q2  2020
≡ LMAT - Lemaitre Vascular Inc. Add 40.52% 26,974 0.00
≡ ALTR - Altair Engineering Inc. Add 40.59% 15,517 0.00
≡ FND - Floor & Decor Holdings Add 40.59% 17,979 0.00
≡ YETI - YETI Holdings Inc. Add 40.61% 19,834 0.00
≡ BABA - Alibaba Group Holdings Add 42.86% 217,707 0.14
≡ EPAM - EPAM Systems Inc. Add 45.97% 4,122 0.00
≡ MASI - Masimo Corp. Add 48.95% 5,156 0.00
≡ ORCL - Oracle Corp. Add 58.03% 184,281 0.03
≡ SBUX - Starbucks Corp. Add 59.02% 4,739,618 1.05
≡ ADSK - Autodesk Inc. Add 62.29% 2,320,782 1.68
≡ WING - Wingstop Inc. Add 81.12% 19,135 0.01
≡ APPF - AppFolio Inc. CL A Add 84.34% 19,630 0.01
≡ PCTY - Paylocity Holding Corp. Add 92.98% 8,964 0.00
≡ AMN - AMN Healthcare Services Add 96.25% 25,137 0.00
≡ ENV - Envestnet Inc. Add 98.05% 21,879 0.00
≡ TXRH - Texas Roadhouse Inc-A Add 109.49% 26,289 0.01
≡ ALRM - Alarm.Com Holdings Add 115.89% 39,888 0.01
≡ EXPO - Exponent Inc. Add 119.56% 38,981 0.01
≡ ETSY - Etsy Inc. Add 127.79% 32,528 0.01
≡ TREE - LendingTree Inc. Add 129.62% 6,678 0.01
≡ FIVE - Five Below Inc. Add 131.97% 12,950 0.01
≡ EEFT - Euronet Worldwide Inc. Add 166.32% 21,222 0.01
≡ HELE - Helen of Troy Ltd. Add 170.25% 14,097 0.01
≡ BL - BlackLine Inc. Buy 34,233 0.01
≡ HLI - Houlihan Lokey Inc. Buy 44,701 0.01
≡ MEDP - Medpace Holdings Inc. Buy 28,374 0.01
≡ QLYS - Qualys Inc. Buy 20,945 0.01
≡ WDFC - WD-40 Co. Buy 21,907 0.01
Q1  2020
≡ GOOGL - Alphabet Inc. Add 1.84% 149,120 0.04
≡ MSCI - MSCI Inc. Add 2.52% 53,342 0.07
≡ REGN - Regeneron Pharmaceuticals Add 2.67% 44,708 0.09
≡ PYPL - PayPal Holdings Inc. Add 2.87% 220,963 0.09
≡ MSFT - Microsoft Corp. Add 2.87% 448,311 0.31
≡ ADBE - Adobe Inc. Add 3.65% 180,710 0.25
≡ MA - Mastercard Inc. Add 4.48% 211,381 0.22
≡ GOOG - Alphabet Inc. CL C Add 4.54% 1,278,380 0.32
≡ ADP - Automatic Data Processing Inc. Add 5.45% 275,548 0.16
≡ IT - Gartner Inc. Add 5.79% 308,441 0.13
≡ ACN - Accenture Add 5.84% 367,649 0.26
≡ SBUX - Starbucks Corp. Add 5.92% 449,002 0.13
≡ ALGN - Align Technology Inc. Add 7.51% 212,224 0.16
≡ LFUS - Littelfuse Inc. Add 10.36% 560 0.00
≡ SAP - SAP SE Add 19.60% 54,349 0.03
≡ META - Meta Platforms Inc. Add 20.36% 1,824,213 1.32
≡ CHKP - Check Point Software Technologies Add 21.45% 30,431 0.01
≡ ICLR - ICON plc Add 21.95% 57,091 0.03
≡ RELX - RELX plc Add 24.02% 176,031 0.02
≡ BABA - Alibaba Group Holdings Add 28.13% 111,530 0.09
≡ MDT - Medtronic plc Add 36.78% 111,028 0.04
≡ MASI - Masimo Corp. Add 37.83% 2,891 0.00
≡ ORCL - Oracle Corp. Add 49.39% 104,987 0.02
≡ GLOB - Globant S.A. Add 60.28% 15,428 0.01
≡ NOW - ServiceNow Inc. Add 61.06% 1,184,844 1.47
≡ AMN - AMN Healthcare Services Add 66.80% 10,459 0.00
≡ FND - Floor & Decor Holdings Add 66.80% 17,739 0.00
≡ BLKB - Blackbaud Inc. Add 66.86% 12,607 0.00
≡ LMAT - Lemaitre Vascular Inc. Add 66.90% 26,684 0.00
≡ EXPO - Exponent Inc. Add 66.96% 13,076 0.00
≡ TREX - Trex Company Inc. Add 67.07% 12,648 0.00
≡ ALRM - Alarm.Com Holdings Add 67.33% 13,849 0.00
≡ ALTR - Altair Engineering Inc. Add 67.33% 15,382 0.00
≡ FOXF - Fox Factory Holding Corp. Add 67.38% 21,483 0.00
≡ TXRH - Texas Roadhouse Inc-A Add 67.55% 9,680 0.00
≡ EPAM - EPAM Systems Inc. Add 67.58% 3,616 0.00
≡ APPF - AppFolio Inc. CL A Add 67.61% 9,389 0.00
≡ EEFT - Euronet Worldwide Inc. Add 67.70% 5,151 0.00
≡ OLLI - Ollie's Bargain Outlet Hldgs Add 67.75% 9,216 0.00
≡ TREE - LendingTree Inc. Add 68.09% 2,087 0.00
≡ FIVE - Five Below Inc. Add 68.67% 3,995 0.00
≡ ENV - Envestnet Inc. Add 84.79% 10,239 0.00
≡ ABT - Abbott Labs Add 86.68% 7,735,426 2.65
≡ USPH - U.S. Physical Therapy Inc. Add 86.89% 9,000 0.00
≡ CRM - Salesforce.com Add 96.72% 2,980,823 1.86
≡ WING - Wingstop Inc. Add 114.96% 12,615 0.01
≡ IWF - iShares Russell 1000 Growth ETF Add 990.23% 374,633 0.25
≡ ETSY - Etsy Inc. Buy 25,454 0.00
≡ PCTY - Paylocity Holding Corp. Buy 9,641 0.00
≡ YETI - YETI Holdings Inc. Buy 48,846 0.00
≡ HELE - Helen of Troy Ltd. Buy 8,280 0.01
≡ RVLV - Revolve Group Inc. Buy 168,735 0.01
≡ EDU - New Oriental Education & Technology Buy 268,008 0.13
≡ ADSK - Autodesk Inc. Buy 3,725,811 2.52
Q4  2019
≡ GOOGL - Alphabet Inc. Add 1.44% 114,800 0.03
≡ ALGN - Align Technology Inc. Add 1.66% 46,267 0.05
≡ MSCI - MSCI Inc. Add 2.03% 42,134 0.04
≡ REGN - Regeneron Pharmaceuticals Add 2.08% 34,084 0.05
≡ BKNG - Booking Holdings Inc. Add 2.39% 6,226 0.05
≡ DG - Dollar General Add 2.62% 164,020 0.10
≡ PYPL - PayPal Holdings Inc. Add 2.64% 198,134 0.08
≡ ZTS - Zoetis Inc. Add 2.79% 293,598 0.15
≡ V - Visa Inc. Add 2.81% 277,305 0.21
≡ ADBE - Adobe Inc. Add 2.95% 141,977 0.18
≡ IT - Gartner Inc. Add 2.98% 153,981 0.09
≡ NKE - NIKE Inc. Add 3.13% 330,620 0.13
≡ ACN - Accenture Add 3.13% 191,131 0.16
≡ ORLY - O'Reilly Automotive Add 3.14% 70,847 0.12
≡ GOOG - Alphabet Inc. CL C Add 3.28% 894,100 0.24
≡ MA - Mastercard Inc. Add 3.46% 157,840 0.19
≡ ADP - Automatic Data Processing Inc. Add 3.56% 173,544 0.12
≡ SBUX - Starbucks Corp. Add 3.73% 272,323 0.09