Polen Capital Management

History Stock Activity Share change % change to portfolio ▲
Q2  2024
≡ BMBL - Bumble Inc. Sell 100.00% 98,635 0.00
≡ KARO - Karooooo Ltd Sell 100.00% 9,250 0.00
≡ PYPL - PayPal Holdings Inc. Reduce 74.19% 36,708 0.00
≡ DAVA - Endava plc Reduce 73.08% 51,401 0.00
≡ FND - Floor & Decor Holdings Reduce 51.23% 8,020 0.00
≡ TREX - Trex Company Inc. Reduce 49.09% 5,187 0.00
≡ APPF - AppFolio Inc. CL A Reduce 32.51% 8,599 0.00
≡ DT - Dynatrace Inc. Reduce 30.83% 22,773 0.00
≡ EPAM - EPAM Systems Inc. Reduce 27.81% 9,930 0.00
≡ SITM - SiTime Corp. Reduce 25.19% 15,509 0.00
≡ CPA - Copa Holdings SA Reduce 20.07% 2,805 0.00
≡ SITE - SiteOne Landscape Supply Inc. Reduce 17.90% 3,731 0.00
≡ LGIH - LGI Homes Inc. Reduce 17.65% 4,310 0.00
≡ BWMN - Bowman Consulting Group Ltd Reduce 17.36% 9,693 0.00
≡ FSV - Firstservice Corp Reduce 16.94% 6,076 0.00
≡ QLYS - Qualys Inc. Reduce 16.54% 5,067 0.00
≡ LVS - Las Vegas Sands Corp. Reduce 15.34% 35,582 0.00
≡ HLNE - Hamilton Lane Inc. CL A Reduce 14.90% 13,694 0.00
≡ EEFT - Euronet Worldwide Inc. Reduce 14.84% 11,274 0.00
≡ FOXF - Fox Factory Holding Corp. Reduce 14.38% 13,532 0.00
≡ ETSY - Etsy Inc. Reduce 13.90% 5,314 0.00
≡ AZPN - Aspen Technology Inc. Reduce 13.63% 1,555 0.00
≡ MORN - Morningstar Inc. Reduce 13.58% 1,267 0.00
≡ YETI - YETI Holdings Inc. Reduce 12.57% 17,342 0.00
≡ HLI - Houlihan Lokey Inc. Reduce 8.49% 7,646 0.00
≡ FIVE - Five Below Inc. Reduce 8.16% 1,846 0.00
≡ PGNY - Progyny Inc. Reduce 7.85% 29,652 0.00
≡ SKIL - Skillsoft Corp Reduce 6.49% 5,078 0.00
≡ TYL - Tyler Technologies Inc. Reduce 5.73% 189 0.00
≡ CRL - Charles River Labs Reduce 5.69% 345 0.00
≡ BL - BlackLine Inc. Reduce 4.37% 4,757 0.00
≡ TECH - Bio-Techne Corp. Reduce 4.23% 1,567 0.00
≡ GNRC - Generac Holdings Inc. Reduce 4.17% 3,086 0.00
≡ KB - Kb Financial Group Inc ADR Reduce 3.57% 2,900 0.00
≡ WRBY - Warby Parker Inc. Reduce 3.26% 15,654 0.00
≡ GSHD - Goosehead Insurance Inc. Reduce 2.23% 2,949 0.00
≡ RVLV - Revolve Group Inc. Reduce 1.63% 8,475 0.00
≡ MDT - Medtronic plc Reduce 1.47% 15,640 0.00
≡ MKTX - MarketAxess Holdings Inc. Reduce 0.99% 81 0.00
≡ CNM - Core & Main Inc Class A Reduce 0.63% 1,015 0.00
≡ ASML - ASML Holding NV Reduce 0.08% 41 0.00
≡ UL - Unilever PLC Reduce 0.02% 113 0.00
≡ HELE - Helen of Troy Ltd. Sell 100.00% 19,642 0.01
≡ WING - Wingstop Inc. Sell 100.00% 13,617 0.01
≡ XPEL - XPEL Inc. Sell 100.00% 50,490 0.01
≡ RH - RH Reduce 49.24% 8,035 0.01
≡ MPWR - Monolithic Power Systems Reduce 37.26% 1,450 0.01
≡ DOCS - Doximity Inc. Reduce 36.75% 61,289 0.01
≡ YUMC - Yum China Holdings Inc. Reduce 34.43% 105,720 0.01
≡ DLO - DLocal Ltd Reduce 25.49% 326,204 0.01
≡ ALIT - Alight Inc. Reduce 21.64% 278,599 0.01
≡ MELI - Mercadolibre Inc. Reduce 6.73% 2,240 0.01
≡ GLOB - Globant S.A. Reduce 4.26% 21,236 0.01
≡ ADP - Automatic Data Processing Inc. Reduce 2.01% 10,113 0.01
≡ SAP - SAP SE Reduce 1.58% 20,197 0.01
≡ ICLR - ICON plc Reduce 1.20% 13,157 0.01
≡ AON - Aon Plc Reduce 0.97% 8,075 0.01
≡ GOOGL - Alphabet Inc. Reduce 1.92% 40,989 0.02
≡ BIL - SPDR Bloomberg 1 3 Month T B Reduce 63.23% 158,008 0.03
≡ TME - Tencent Music Entertainment Grp Reduce 43.49% 1,157,974 0.04
≡ LLY - Eli Lilly & Co. Reduce 6.45% 37,741 0.09
≡ NKE - NIKE Inc. Reduce 5.32% 504,090 0.10
≡ IT - Gartner Inc. Reduce 5.61% 98,038 0.11
≡ NVO - Novo Nordisk A S Reduce 4.13% 320,807 0.12
≡ WDAY - Workday Inc. Reduce 6.88% 253,205 0.14
≡ CRM - Salesforce.com Reduce 3.45% 240,057 0.15
≡ UNH - United Health Group Inc. Reduce 6.05% 144,729 0.18
≡ ABNB - Airbnb Inc. Reduce 5.18% 556,288 0.21
≡ ACN - Accenture Reduce 6.38% 295,405 0.22
≡ ABT - Abbott Labs Reduce 5.18% 835,415 0.22
≡ TMO - Thermo Fisher Scientific Reduce 4.81% 156,917 0.22
≡ ADBE - Adobe Inc. Reduce 6.03% 170,936 0.24
≡ MA - Mastercard Inc. Reduce 5.14% 229,587 0.25
≡ V - Visa Inc. Reduce 4.71% 394,868 0.26
≡ NOW - ServiceNow Inc. Reduce 6.76% 180,083 0.36
≡ ALGN - Align Technology Inc. Reduce 98.35% 1,196,063 0.60
≡ GOOG - Alphabet Inc. CL C Reduce 7.72% 1,395,403 0.64
≡ MSFT - Microsoft Corp. Reduce 7.03% 679,823 0.76
≡ AMZN - Amazon.com Inc. Reduce 13.91% 4,787,351 2.32
≡ NFLX - Netflix Inc. Reduce 44.80% 1,719,982 2.91
≡ ADSK - Autodesk Inc. Reduce 99.15% 4,896,615 3.49
Q1  2024
≡ SPY - SPDR S&P 500 ETF Trust Sell 100.00% 662 0.00
≡ TPIF - Timothy Plan International ETF Sell 100.00% 15,875 0.00
≡ TPLC - Timothy Plan US Large Mid Cap Core ETF Sell 100.00% 15,147 0.00
≡ ACWI - iShares MSCI ACWI ETF Reduce 82.86% 84,181 0.00
≡ BMBL - Bumble Inc. Reduce 80.94% 418,995 0.00
≡ ACWX - iShares MSCI ACWI EX U.S. ETF Reduce 79.96% 132,302 0.00
≡ TREX - Trex Company Inc. Reduce 60.68% 16,307 0.00
≡ FND - Floor & Decor Holdings Reduce 49.92% 15,608 0.00
≡ TYL - Tyler Technologies Inc. Reduce 46.50% 2,867 0.00
≡ MORN - Morningstar Inc. Reduce 32.31% 4,454 0.00
≡ SGOV - Ishares 0 3 Month Treasury B Reduce 30.57% 1,530 0.00
≡ FIVE - Five Below Inc. Reduce 25.70% 7,827 0.00
≡ DT - Dynatrace Inc. Reduce 19.96% 18,417 0.00
≡ YETI - YETI Holdings Inc. Reduce 16.10% 26,467 0.00
≡ CNM - Core & Main Inc Class A Reduce 14.50% 27,126 0.00
≡ GSHD - Goosehead Insurance Inc. Reduce 13.14% 19,969 0.00
≡ XPEL - XPEL Inc. Reduce 11.52% 6,574 0.00
≡ CRL - Charles River Labs Reduce 4.24% 268 0.00
≡ HLNE - Hamilton Lane Inc. CL A Reduce 3.65% 3,484 0.00