Polen Capital ManagementFecha: 30 Jun 2023Inversiones: 99Valor: $40,308,452,000
Inversiones actuales
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
AMZN - Amazon.com Inc.
13.66
Reduce 5.88%
42,244,188
$130.36
$5,506,952,000
$142.38
9.22%
$81.43
$145.86
NFLX - Netflix Inc.
7.22
Reduce 5.03%
6,608,014
$440.49
$2,910,764,000
$435.74
-1.08%
$254.22
$485.00
MSFT - Microsoft Corp.
6.27
Reduce 19.66%
7,424,001
$340.54
$2,528,169,000
$362.61
6.48%
$217.86
$366.01
GOOG - Alphabet Inc. CL C
6.10
Reduce 4.59%
20,328,899
$120.97
$2,459,187,000
$132.49
9.52%
$85.57
$142.38
NOW - ServiceNow Inc.
5.88
Reduce 4.48%
4,214,967
$561.97
$2,368,685,000
$622.83
10.83%
$353.62
$625.87
ADBE - Adobe Inc.
5.62
Reduce 4.51%
4,631,539
$488.99
$2,264,776,000
$592.24
21.11%
$297.35
$589.00
MA - Mastercard Inc.
4.86
Reduce 3.44%
4,982,887
$393.30
$1,959,769,000
$390.37
-0.74%
$313.24
$417.99
V - Visa Inc.
4.63
Reduce 2.64%
7,856,523
$237.48
$1,865,767,000
$244.22
2.84%
$191.36
$249.53
CRM - Salesforce.com
4.15
Reduce 24.75%
7,912,495
$211.26
$1,671,594,000
$211.60
0.16%
$126.34
$238.22
ACN - Accenture
3.95
Reduce 3.48%
5,160,507
$308.58
$1,592,429,000
$317.85
3.00%
$239.98
$329.07
ABT - Abbott Labs
3.75
Reduce 2.72%
13,861,854
$109.02
$1,511,219,000
$95.68
-12.24%
$89.67
$115.19
ABNB - Airbnb Inc.
3.67
Reduce 2.92%
11,554,490
$128.16
$1,480,823,000
$119.69
-6.61%
$81.91
$154.95
PYPL - PayPal Holdings Inc.
3.67
Add 77.02%
22,163,025
$66.73
$1,478,939,000
$54.31
-18.61%
$50.25
$92.62
UNH - United Health Group Inc.
3.17
Reduce 2.08%
2,656,274
$480.64
$1,276,711,000
$540.03
12.36%
$442.14
$546.78
TMO - Thermo Fisher Scientific
2.90
Reduce 1.42%
2,238,649
$521.75
$1,168,015,000
$461.12
-11.62%
$415.60
$608.63
ADSK - Autodesk Inc.
2.78
Reduce 30.34%
5,480,511
$204.61
$1,121,367,000
$206.25
0.80%
$179.61
$233.69
ILMN - Illumina Inc.
2.37
Add 0.29%
5,097,461
$187.49
$955,723,000
$113.69
-39.36%
$103.92
$248.87
ZTS - Zoetis Inc.
2.31
Reduce 2.45%
5,397,918
$172.21
$929,575,000
$169.55
-1.54%
$131.69
$194.52
WDAY - Workday Inc.
2.17
Buy
3,871,968
$225.89
$874,639,000
$222.01
-1.72%
$134.14
$252.72
NKE - NIKE Inc.
1.74
Reduce 1.89%
6,353,109
$110.37
$701,193,000
$110.19
-0.16%
$88.66
$130.07
IT - Gartner Inc.
1.70
Reduce 27.87%
1,952,855
$350.31
$684,105,000
$399.75
14.11%
$292.60
$401.42
ALGN - Align Technology Inc.
1.39
Reduce 2.43%
1,582,077
$353.64
$559,486,000
$195.99
-44.58%
$174.13
$413.20
DOCU - DocuSign Inc.
1.07
Reduce 0.07%
8,474,014
$51.09
$432,937,000
$41.01
-19.73%
$38.11
$69.45
ICLR - ICON plc
0.91
Reduce 1.39%
1,466,021
$250.20
$366,799,000
$260.78
4.23%
$181.92
$268.07
AON - Aon Plc
0.69
Reduce 1.65%
810,868
$345.20
$279,912,000
$326.87
-5.31%
$278.71
$346.01
GOOGL - Alphabet Inc.
0.67
Reduce 1.11%
2,256,727
$119.70
$270,130,000
$131.10
9.52%
$84.86
$141.22
SAP - SAP SE
0.43
Reduce 3.74%
1,267,259
$136.81
$173,374,000
$142.05
3.83%
$95.88
$145.10
ADP - Automatic Data Processing Inc.
0.30
Add 1.47%
545,332
$219.79
$119,859,000
$224.65
2.21%
$197.16
$267.54
MDT - Medtronic plc
0.17
Reduce 2.55%
781,913
$88.10
$68,887,000
$72.45
-17.76%
$68.84
$90.53
GLOB - Globant S.A.
0.16
Add 83.04%
367,091
$179.72
$65,974,000
$186.39
3.71%
$135.41
$210.00
MELI - Mercadolibre Inc.
0.14
Reduce 4.48%
48,386
$1184.58
$57,317,000
$1382.79
16.73%
$815.86
$1451.56
SHOP - Shopify Inc.
0.13
Reduce 3.77%
786,604
$64.60
$50,815,000
$61.76
-4.40%
$30.44
$71.43
ASML - ASML Holding NV
0.11
Reduce 3.57%
63,864
$724.74
$46,285,000
$640.52
-11.62%
$480.34
$764.54
UL - Unilever PLC
0.10
Reduce 3.79%
765,200
$52.13
$39,890,000
$47.93
-8.06%
$44.39
$55.00
IWF - iShares Russell 1000 Growth ETF
0.09
Reduce 6.44%
128,099
$275.18
$35,250,000
$278.81
1.32%
$207.40
$285.86
HDB - HDFC Bank Ltd.
0.08
Add 55.85%
461,637
$69.70
$32,176,000
$56.74
-18.59%
$55.95
$70.64
EL - Estee Lauder Cos.
0.06
Add 5.64%
127,240
$196.38
$24,987,000
$116.22
-40.82%
$102.22
$280.72
TME - Tencent Music Entertainment Grp
0.06
Reduce 6.18%
3,196,407
$7.38
$23,589,000
$7.65
3.66%
$3.65
$9.29
DLO - DLocal Ltd
0.05
Add 88.02%
1,688,501
$12.20
$20,608,000
$18.02
47.70%
$9.03
$24.65
LVS - Las Vegas Sands Corp.
0.05
Add 3.01%
333,893
$58.00
$19,366,000
$48.55
-16.29%
$39.40
$65.09
FIVE - Five Below Inc.
0.04
Reduce 1.95%
73,038
$196.54
$14,355,000
$179.34
-8.75%
$142.13
$220.19
GSHD - Goosehead Insurance Inc.
0.04
Reduce 20.86%
230,102
$62.89
$14,471,000
$71.83
14.22%
$31.21
$79.40
ALIT - Alight Inc.
0.03
Add 84.08%
1,376,117
$9.24
$12,715,000
$7.16
-22.51%
$6.33
$10.19
ATHM - Autohome Inc.
0.03
Reduce 5.46%
473,007
$29.16
$13,793,000
$26.40
-9.47%
$25.60
$38.15
EPAM - EPAM Systems Inc.
0.03
Add 31.05%
58,485
$224.76
$13,145,000
$246.10
9.49%
$197.99
$385.96
HLI - Houlihan Lokey Inc.
0.03
Reduce 4.86%
130,892
$98.31
$12,868,000
$103.32
5.10%
$82.96
$110.94
PGNY - Progyny Inc.
0.03
Reduce 4.45%
277,481
$39.34
$10,916,000
$32.44
-17.54%
$28.03
$44.95
YUMC - Yum China Holdings Inc.
0.03
Buy
220,451
$56.50
$12,455,000
$44.93
-20.48%
$41.48
$64.39
ALRM - Alarm.Com Holdings
0.02
Reduce 4.54%
143,532
$51.68
$7,418,000
$52.65
1.88%
$44.92
$62.64
APPF - AppFolio Inc. CL A
0.02
Reduce 31.12%
39,910
$172.14
$6,870,000
$198.65
15.40%
$100.20
$207.40
BL - BlackLine Inc.
0.02
Reduce 3.75%
117,659
$53.82
$6,332,000
$53.53
-0.54%
$47.27
$77.90
CCCS - CCC Intelligent Solutions Hldgs Inc.
0.02
Reduce 3.65%
646,313
$11.21
$7,245,000
$11.65
3.93%
$8.24
$13.41
DOCS - Doximity Inc.
0.02
Reduce 4.79%
192,660
$34.02
$6,554,000
$21.20
-37.68%
$19.71
$40.12
EEFT - Euronet Worldwide Inc.
0.02
Reduce 4.51%
76,208
$117.38
$8,945,000
$81.20
-30.82%
$73.84
$121.55
FOXF - Fox Factory Holding Corp.
0.02
Reduce 5.06%
91,640
$108.51
$9,944,000
$59.71
-44.97%
$49.12
$127.54
FSV - Firstservice Corp
0.02
Reduce 3.44%
40,985
$154.08
$6,315,000
$143.65
-6.77%
$117.01
$163.44
HLNE - Hamilton Lane Inc. CL A
0.02
Reduce 4.83%
116,448
$79.98
$9,314,000
$88.39
10.52%
$60.77
$93.42
QLYS - Qualys Inc.
0.02
Reduce 3.84%
59,965
$129.18
$7,746,000
$168.68
30.58%
$101.10
$172.83
RH - RH
0.02
Reduce 4.47%
18,643
$329.56
$6,144,000
$236.83
-28.14%
$207.26
$406.38
RVLV - Revolve Group Inc.
0.02
Reduce 2.20%
421,604
$16.40
$6,914,000
$13.78
-15.98%
$12.25
$32.59
WING - Wingstop Inc.
0.02
Reduce 4.88%
49,914
$200.16
$9,991,000
$207.58
3.71%
$129.02
$223.26
YETI - YETI Holdings Inc.
0.02
Add 7.80%
225,786
$38.84
$8,770,000
$40.58
4.48%
$30.08
$51.27
ACWI - iShares MSCI ACWI ETF
0.01
Reduce 77.58%
24,756
$95.94
$2,375,000
$93.99
-2.03%
$79.55
$99.53
ALTR - Altair Engineering Inc.
0.01
Reduce 3.43%
67,792
$75.83
$5,141,000
$68.52
-9.64%
$43.68
$78.49
AMN - AMN Healthcare Services
0.01
Reduce 3.49%
33,442
$109.11
$3,649,000
$63.03
-42.23%
$62.65
$125.36
BMBL - Bumble Inc.
0.01
Reduce 4.26%
357,978
$16.78
$6,007,000
$14.14
-15.73%
$12.29
$27.92
CATH - Global X S&P 500 Catholic Values ETF
0.01
Reduce 11.48%
46,821
$54.44
$2,549,000
$53.19
-2.30%
$44.76
$56.51
DAVA - Endava plc
0.01
Reduce 7.21%
101,030
$51.79
$5,232,000
$55.78
7.70%
$44.62
$95.00
DCGO - Docgo Inc
0.01
Add 24.07%
455,961
$9.37
$4,272,000
$6.21
-33.72%
$4.88
$10.82
DT - Dynatrace Inc.
0.01
Reduce 27.36%
101,705
$51.47
$5,235,000
$48.95
-4.90%
$33.78
$55.87
FND - Floor & Decor Holdings
0.01
Reduce 4.97%
44,100
$103.97
$4,585,000
$80.75
-22.33%
$68.29
$116.03
FTCH - Farfetch Ltd
0.01
Reduce 4.94%
486,386
$6.04
$2,938,000
$1.62
-73.18%
$1.41
$10.88
HELE - Helen of Troy Ltd.
0.01
Reduce 3.69%
22,464
$108.04
$2,427,000
$101.65
-5.91%
$81.14
$143.68
KARO - Karooooo Ltd
0.01
Reduce 4.64%
121,677
$23.40
$2,847,000
$23.85
1.92%
$18.59
$27.87
LESL - Leslie's Inc.
0.01
Buy
262,203
$9.39
$2,462,000
$4.76
-49.31%
$4.45
$17.13
OLO - Olo Inc.
0.01
Reduce 4.64%
694,005
$6.46
$4,483,000
$4.77
-26.16%
$4.25
$9.55
PAYC - Paycom Software Inc.
0.01
Reduce 0.56%
15,982
$321.24
$5,134,000
$168.84
-47.44%
$146.15
$373.55
SITE - SiteOne Landscape Supply Inc.
0.01
Reduce 23.70%
23,998
$167.35
$4,016,000
$127.41
-23.87%
$112.12
$176.16
SITM - SiTime Corp.
0.01
Add 64.16%
35,184
$117.98
$4,151,000
$107.30
-9.05%
$81.09
$142.88
SKIL - Skillsoft Corp
0.01
88,403
$24.80
$2,192,000
$19.02
-23.31%
$13.85
$43.40
TTD - Trade Desk Inc.
0.01
Reduce 9.64%
35,125
$77.21
$2,712,000
$78.00
1.02%
$39.43
$91.85
TYL - Tyler Technologies Inc.
0.01
Add 1.68%
12,560
$416.48
$5,231,000
$412.38
-0.98%
$289.69
$426.83
WRBY - Warby Parker Inc.
0.01
Reduce 4.71%
328,858
$11.69
$3,844,000
$12.03
2.91%
$9.50
$18.99
ACWX - iShares MSCI ACWI EX U.S. ETF
0.00
Reduce 78.56%
18,638
$49.20
$917,000
$47.18
-4.11%
$40.94
$51.30
AZPN - Aspen Technology Inc.
0.00
Reduce 9.74%
7,453
$167.58
$1,249,000
$178.10
6.28%
$161.32
$251.85
CPRT - Copart Inc.
0.00
Reduce 42.35%
42,022
$45.60
$1,916,000
$46.66
2.32%
$27.79
$47.39
CRL - Charles River Labs
0.00
Reduce 9.40%
4,955
$210.29
$1,042,000
$181.62
-13.63%
$161.65
$262.00
ETSY - Etsy Inc.
0.00
Reduce 9.92%
15,676
$84.59
$1,326,000
$63.65
-24.75%
$58.20
$149.91
EVTC - EVERTEC Inc.
0.00
44,100
$36.83
$1,624,000
$33.26
-9.69%
$30.00
$41.92
FICO - Fair Isaac Corp.
0.00
Reduce 75.96%
613
$809.14
$496,000
$944.36
16.71%
$437.31
$954.23
IWM - iShares Russell 2000 ETF
0.00
Buy
1,388
$187.32
$260,000
$171.66
-8.36%
$161.67
$196.90
MKL - Markel Group Inc.
0.00
Buy
443
$1383.75
$613,000
$1325.35
-4.22%
$1186.56
$1560.00
MORN - Morningstar Inc.
0.00
Buy
5,622
$196.02
$1,102,000
$263.22
34.28%
$162.12
$265.04
MPWR - Monolithic Power Systems
0.00
Add 87.23%
2,464
$540.18
$1,331,000
$496.83
-8.03%
$332.42
$593.28
MYTE - MYT Netherlands Parent BV
0.00
Reduce 53.27%
51,576
$3.99
$206,000
$3.61
-9.52%
$2.70
$12.54
TPIF - Timothy Plan International ETF
0.00
Reduce 13.33%
15,707
$25.21
$396,000
$23.70
-5.99%
$21.14
$26.53
TPLC - Timothy Plan US Large Mid Cap Core ETF
0.00
Reduce 8.75%
14,545
$35.96
$523,000
$34.24
-4.78%
$32.00
$37.14
TREX - Trex Company Inc.
0.00
Reduce 9.67%
29,170
$65.55
$1,912,000
$61.64
-5.96%
$40.69
$76.05
VUG - Vanguard Growth ETF
0.00
Buy
2,808
$283.12
$795,000
$285.21
0.74%
$206.40
$294.27
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