Copy Invest | Sonar Terminal

Dan Polen - Polen Capital Management

626 trades · 406 closed · 220 open · Win rate: 50% · Avg return: +30.9% · Median return: 0%

⚠ 4 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
BE - Bloom Energy Corp.	Q2 2025	$23.92	Open	$243.40	+917.56%	Open	History

GOOG - Alphabet Inc.	Q4 2015	$37.94	Open	$357.33	+841.73%	Open	History

MA - Mastercard Inc.	Q2 2013	$57.42	Open	$538.02	+837.04%	Open	History

GOOGL - Alphabet Inc.	Q4 2015	$38.90	Open	$359.51	+824.18%	Open	History

TARO - Taro Pharmaceutical Common	Q1 1999	$5.38	Q1 2001	$43.81	+714.31%	Closed	History

V - Visa Inc.	Q2 2013	$45.69	Open	$356.02	+679.25%	Open	History

ILMN - Illumina, Inc.	Q3 2020	$300.66	Q4 2023	$2,324.02	+672.97%	Closed	History

SNDK - Sandisk Corp.	Q4 2025	$237.38	Open	$1,757.82	+640.51%	Open	History

IWF - iShares Russell 1000 Growth ETF	Q4 2013	$21.49	Open	$123.23	+473.43%	Open	History

AEHR - Aehr Test Systems, Inc.	Q2 2025	$12.93	Open	$72.01	+456.92%	Open	History

MSFT - Microsoft Corp.	Q3 2017	$74.49	Open	$384.93	+416.75%	Open	History

RHLD - Resolute Holdings Management, Inc.	Q2 2025	$31.87	Open	$135.89	+326.39%	Open	History

WING - Wingstop Inc.	Q4 2019	$86.21	Q1 2024	$366.39	+325.00%	Closed	History

ADP - Automatic Data Processing, Inc.	Q3 2013	$63.55	Q4 2025	$257.28	+304.87%	Closed	History

FND - Floor & Decor Holdings, Inc.	Q4 2018	$25.90	Q1 2021	$95.47	+268.61%	Closed	History

LASR - nLIGHT, Inc.	Q2 2025	$19.68	Open	$71.48	+263.21%	Open	History

AXTI - AXT, Inc.	Q4 2025	$16.35	Open	$57.57	+252.11%	Open	History

POWL - Powell Industries, Inc.	Q2 2025	$70.15	Open	$234.25	+233.93%	Open	History

PAYC - Paycom Software, Inc.	Q4 2017	$80.40	Q4 2019	$264.60	+229.10%	Closed	History

HLI - Houlihan Lokey, Inc.	Q2 2020	$55.64	Q2 2025	$179.95	+223.42%	Closed	History

POOL - Pool Corp.	Q3 2017	$108.21	Q3 2020	$334.53	+209.15%	Closed	History

GH - Guardant Health, Inc.	Q2 2025	$52.04	Open	$160.11	+207.67%	Open	History

SBUX - Starbucks Corp.	Q2 2013	$32.75	Q4 2022	$99.20	+202.95%	Closed	History

DG - Dollar General Corp.	Q3 2016	$69.99	Q4 2020	$210.30	+200.47%	Closed	History

AAPL - Apple Inc.	Q2 2013	$14.15	Q4 2017	$42.31	+199.12%	Closed	History

ADBE - Adobe Inc.	Q1 2015	$73.94	Open	$220.78	+198.59%	Open	History

STRL - Sterling Infrastructure, Inc.	Q2 2025	$230.73	Open	$679.62	+194.55%	Open	History

CECO - CECO Environmental Corp.	Q2 2025	$28.31	Open	$82.85	+192.65%	Open	History

XMTR - Xometry, Inc.	Q2 2025	$33.79	Open	$97.15	+187.51%	Open	History

ALGN - Align Technology, Inc.	Q1 2016	$72.69	Q4 2024	$208.50	+186.83%	Closed	History

BELFB - Bel Fuse Inc.	Q2 2025	$97.69	Open	$279.39	+186.00%	Open	History

AGX - Argan, Inc.	Q2 2025	$220.48	Open	$620.74	+181.54%	Open	History

ATRO - Astronics Corp.	Q2 2025	$26.72	Open	$72.45	+171.15%	Open	History

MASI - Masimo Corp.	Q1 2018	$88.07	Q3 2020	$236.07	+168.05%	Closed	History

KOD - Kodiak Sciences Inc.	Q3 2025	$16.37	Open	$43.26	+164.26%	Open	History

TIGO - Millicom International Cellular S.A.	Q2 2025	$37.47	Open	$98.16	+161.97%	Open	History

APPF - AppFolio, Inc.	Q3 2019	$95.14	Q2 2024	$244.58	+157.07%	Closed	History

ASML - ASML Holdings N.V.	Q2 2021	$690.85	Open	$1,775.64	+157.02%	Open	History

VPG - Vishay Precision Group, Inc.	Q1 2026	$43.42	Open	$110.87	+155.34%	Open	History

AG4 - Allergan	Q2 2013	$84.24	Q4 2014	$212.59	+152.36%	Closed	History

META - Meta Platforms, Inc.	Q2 2015	$85.77	Q1 2023	$211.94	+147.10%	Closed	History

SION - Sionna Therapeutics, Inc.	Q2 2025	$17.35	Open	$42.59	+145.48%	Open	History

MIRM - Mirum Pharmaceuticals, Inc.	Q2 2025	$50.89	Open	$120.89	+137.55%	Open	History

PTGX - Protagonist Therapeutics, Inc.	Q2 2025	$55.27	Open	$131.27	+137.51%	Open	History

IT - Gartner, Inc.	Q2 2013	$56.99	Open	$132.97	+133.32%	Open	History

MOD - Modine Manufacturing Co.	Q2 2025	$98.50	Open	$229.57	+133.07%	Open	History

RVLV - Revolve Group Inc	Q1 2020	$8.64	Q2 2025	$20.05	+132.06%	Closed	History

MSCI - MSCI Inc.	Q3 2019	$217.75	Q1 2022	$502.88	+130.94%	Closed	History

EPAM - EPAM Systems, Inc.	Q1 2018	$114.49	Q2 2020	$252.04	+120.14%	Closed	History

NKE - NIKE, Inc.	Q2 2013	$31.84	Q3 2025	$69.74	+119.03%	Closed	History

FICO - Fair Isaac Corp.	Q3 2021	$397.99	Q3 2023	$868.53	+118.23%	Closed	History

FTI - TechnipFMC plc	Q2 2025	$34.44	Open	$74.57	+116.52%	Open	History

PLPC - Preformed Line Products Co.	Q2 2025	$159.81	Open	$345.92	+116.46%	Open	History

REGN - Regeneron Pharmaceuticals, Inc.	Q2 2013	$225.01	Q4 2020	$483.11	+114.71%	Closed	History

LLY - Eli Lilly and Co.	Q3 2023	$537.13	Open	$1,152.54	+114.57%	Open	History

BROS - Dutch Bros Inc.	Q3 2024	$32.03	Q2 2025	$68.37	+113.46%	Closed	History

ORCL - Oracle Corp.	Q2 2013	$30.72	Q4 2020	$64.67	+110.51%	Closed	History

CRS - Carpenter Technology Corp.	Q2 2025	$276.38	Open	$576.87	+108.72%	Open	History

IESC - IES Holdings, Inc.	Q2 2025	$296.23	Open	$616.15	+108.00%	Open	History

ALTR - Altair Engr Inc	Q1 2019	$36.78	Q2 2023	$75.84	+106.20%	Closed	History

BFLY - Butterfly Network, Inc.	Q4 2025	$3.80	Open	$7.75	+103.95%	Open	History

BKD - Brookdale Senior Living Inc.	Q2 2025	$6.96	Open	$14.19	+103.88%	Open	History

TREX - Trex Co., Inc.	Q4 2017	$27.11	Q2 2025	$54.38	+100.63%	Closed	History

ORLY - O'Reilly Automotive, Inc.	Q3 2014	$10.02	Q1 2020	$20.07	+100.27%	Closed	History

PCTY - Paylocity Holdings Corp.	Q1 2020	$88.27	Q2 2022	$174.44	+97.62%	Closed	History

YETI - YETI Holdings, Inc.	Q1 2020	$19.51	Q4 2024	$38.51	+97.39%	Closed	History

BBIO - BridgeBio Pharma, Inc.	Q2 2025	$43.18	Open	$84.09	+94.74%	Open	History

TWST - Twist Bioscience Corp.	Q1 2026	$47.52	Open	$92.53	+94.72%	Open	History

ADSK - Autodesk, Inc.	Q1 2020	$156.10	Q4 2025	$295.93	+89.58%	Closed	History

ATEC - Alphatec Holdings, Inc.	Q2 2025	$11.10	Q4 2025	$21.04	+89.55%	Closed	History

ACN - Accenture plc	Q2 2013	$71.96	Open	$134.56	+86.99%	Open	History

NOW - ServiceNow, Inc.	Q4 2019	$56.46	Open	$104.85	+85.69%	Open	History

ADPT - Adaptive Biotechnologies Corp.	Q2 2025	$11.65	Open	$21.43	+83.95%	Open	History

HLNE - Hamilton Lane Inc	Q1 2022	$77.29	Q2 2025	$142.12	+83.88%	Closed	History

SMTC - Semtech Corp.	Q1 2026	$76.89	Open	$141.36	+83.85%	Open	History

MEDP - Medpace Holdings, Inc.	Q4 2023	$306.53	Q4 2025	$561.65	+83.23%	Closed	History

SITM - SiTime Corp.	Q1 2026	$345.35	Open	$623.83	+80.64%	Open	History

OPY - Oppenheimer Holdings Inc.	Q2 2025	$65.77	Open	$118.29	+79.85%	Open	History

GNRC - Generac Holdings Inc.	Q4 2020	$227.37	Q3 2021	$408.64	+79.72%	Closed	History

FTAI - FTAI Aviation Ltd.	Q2 2025	$115.04	Open	$206.22	+79.26%	Open	History

MRUS - Merus N V	Q2 2025	$52.60	Q3 2025	$94.15	+78.99%	Closed	History

ROAD - Construction Partners, Inc.	Q2 2024	$55.21	Open	$97.35	+76.33%	Open	History

MEDP - Medpace Holdings, Inc.	Q2 2020	$93.01	Q1 2022	$163.56	+75.85%	Closed	History

TWLO - Twilio Inc.	Q2 2025	$124.36	Open	$217.83	+75.16%	Open	History

BW - Babcock & Wilcox Enterprises, Inc.	Q4 2025	$6.34	Open	$11.09	+74.92%	Open	History

AON - Aon plc	Q3 2020	$206.30	Open	$358.89	+73.97%	Open	History

W - Wayfair Inc.	Q2 2025	$51.14	Open	$88.74	+73.52%	Open	History

VECO - Veeco Instruments Inc.	Q1 2026	$33.86	Open	$58.02	+71.35%	Open	History

EEFT - Euronet Worldwide, Inc.	Q1 2018	$79.03	Q2 2021	$135.34	+71.25%	Closed	History

XERS - Xeris Biopharma Holdings, Inc.	Q2 2025	$4.67	Q4 2025	$7.85	+68.09%	Closed	History

GHM - Graham Corp.	Q4 2025	$64.23	Open	$107.05	+66.67%	Open	History

GRAL - GRAIL, Inc.	Q2 2025	$51.42	Q4 2025	$85.59	+66.45%	Closed	History

CATH - Global X S&P 500 Catholic Values ETF	Q3 2021	$53.93	Open	$89.56	+66.07%	Open	History

OPLN - OPENLANE, Inc.	Q2 2025	$24.45	Open	$40.31	+64.87%	Open	History

VICR - Vicor Corp.	Q1 2026	$161.00	Open	$264.50	+64.29%	Open	History

MPWR - Monolithic Power Systems, Inc.	Q1 2023	$500.54	Q2 2024	$821.68	+64.16%	Closed	History

LRCX - Lam Research Corp.	Q1 2026	$213.66	Open	$346.10	+61.99%	Open	History

NTRA - Natera, Inc.	Q2 2025	$168.94	Open	$272.66	+61.39%	Open	History

ALRM - Alarm Com Hldgs Inc	Q4 2017	$37.74	Q4 2024	$60.80	+61.10%	Closed	History

AMGN - Amgen Inc.	Q1 1999	$37.44	Q1 2001	$60.19	+60.79%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.