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
YOU - Clear Secure, Inc.	Q3 2025	$33.38	Open	$53.54	+60.40%	Open	History

AMZN - Amazon.com, Inc.	Q1 2021	$154.70	Open	$247.49	+59.98%	Open	History

VSEC - VSE Corp.	Q2 2025	$130.98	Open	$208.60	+59.26%	Open	History

FTK - Flotek Industries, Inc.	Q1 2026	$16.97	Open	$26.77	+57.75%	Open	History

EXPO - Exponent, Inc.	Q4 2019	$69.03	Q1 2022	$108.11	+56.61%	Closed	History

EXLS - Exlservice Holdings Inc	Q3 2023	$28.04	Q2 2025	$43.79	+56.17%	Closed	History

FDS - FactSet Research Systems Inc.	Q2 2013	$101.94	Q1 2015	$159.17	+56.14%	Closed	History

CDW - CDW Corp.	Q4 2020	$131.77	Q4 2021	$204.79	+55.41%	Closed	History

CRDO - Credo Technology Group Holdings Ltd	Q2 2025	$92.59	Q4 2025	$143.89	+55.41%	Closed	History

DAVE - Dave Inc.	Q2 2025	$268.41	Open	$417.00	+55.36%	Open	History

ACWI - iShares MSCI ACWI ETF	Q2 2021	$101.20	Open	$156.94	+55.08%	Open	History

CW - Curtiss-Wright Corp.	Q2 2025	$488.55	Open	$752.17	+53.96%	Open	History

ASND - Ascendis Pharma A/S	Q2 2025	$172.60	Open	$265.57	+53.86%	Open	History

APEI - American Public Education, Inc.	Q4 2025	$37.80	Open	$58.04	+53.54%	Open	History

VCTR - Victory Capital Holdings, Inc.	Q2 2025	$63.67	Open	$97.70	+53.45%	Open	History

IRMD - Iradimed Corporation	Q2 2025	$59.79	Open	$91.67	+53.32%	Open	History

SYM - Symbotic Inc.	Q2 2025	$38.85	Q4 2025	$59.50	+53.15%	Closed	History

MORN - Morningstar, Inc.	Q2 2023	$196.07	Q1 2025	$299.87	+52.94%	Closed	History

PRLB - Proto Labs, Inc.	Q4 2025	$50.59	Open	$76.98	+52.16%	Open	History

ETON - Eton Pharmaceuticals, Inc.	Q1 2026	$24.68	Open	$37.51	+51.99%	Open	History

RMBS - Rambus Inc.	Q3 2024	$42.22	Q2 2025	$64.02	+51.63%	Closed	History

LIND - Lindblad Expeditions Holdings, Inc.	Q1 2026	$17.30	Open	$26.18	+51.33%	Open	History

SEI - Solaris Energy Infrastructure, Inc.	Q4 2025	$45.97	Open	$69.50	+51.19%	Open	History

TSM - Taiwan Semiconductor	Q3 2025	$279.29	Open	$420.39	+50.52%	Open	History

CNM - Core & Main, Inc.	Q4 2023	$40.41	Q2 2025	$60.35	+49.34%	Closed	History

AAOI - Applied Optoelectronics, Inc.	Q1 2026	$84.59	Open	$125.45	+48.30%	Open	History

DOCN - DigitalOcean Holdings, Inc.	Q1 2026	$85.78	Open	$126.30	+47.24%	Open	History

CAKE - The Cheesecake Factory Inc.	Q1 2026	$54.75	Open	$80.44	+46.92%	Open	History

NTES - NetEase, Inc.	Q1 2024	$103.47	Q3 2025	$151.99	+46.89%	Closed	History

BABA - Alibaba Group Holdings Ltd.	Q4 2015	$81.28	Q4 2021	$118.98	+46.38%	Closed	History

FIVE - Five Below, Inc.	Q1 2018	$73.23	Q2 2020	$106.93	+46.02%	Closed	History

FROG - JFrog Ltd.	Q4 2025	$62.46	Open	$91.17	+45.97%	Open	History

IHRT - Iheartmedia Inc	Q3 2025	$2.87	Q4 2025	$4.16	+44.95%	Closed	History

PCLN - Priceline Grp Inc	Q2 2014	$1,203.00	Q4 2017	$1,737.74	+44.45%	Closed	History

SRRK - Scholar Rock Holdings Corp.	Q3 2025	$37.24	Open	$53.78	+44.41%	Open	History

PURR - Hyperliquid Strategies Inc.	Q1 2026	$5.09	Open	$7.35	+44.40%	Open	History

MITK - Mitek Systems, Inc.	Q1 2026	$13.50	Open	$19.46	+44.15%	Open	History

SPHR - Sphere Entertainment Co.	Q4 2025	$95.08	Open	$137.02	+44.11%	Open	History

EWT - iShares MSCI Taiwan ETF	Q1 2026	$70.92	Open	$101.88	+43.65%	Open	History

CPRT - Copart, Inc.	Q4 2020	$31.81	Q2 2023	$45.61	+43.38%	Closed	History

FSV - FirstService Corp.	Q4 2022	$122.55	Q2 2025	$174.62	+42.49%	Closed	History

MLKN - MillerKnoll, Inc.	Q1 2026	$14.46	Open	$20.56	+42.19%	Open	History

SN - SharkNinja, Inc.	Q1 2026	$105.90	Open	$149.89	+41.54%	Open	History

CHKP - Check Point Software Technologies Ltd.	Q3 2015	$79.23	Q1 2021	$111.95	+41.30%	Closed	History

SAP - Sap Se	Q3 2017	$109.65	Open	$154.81	+41.19%	Open	History

NFLX - Netflix, Inc.	Q1 2021	$52.17	Open	$73.53	+40.95%	Open	History

AXSM - Axsome Therapeutics, Inc.	Q1 2026	$169.02	Open	$235.26	+39.19%	Open	History

MAMA - Mama's Creations, Inc.	Q4 2025	$13.49	Open	$18.63	+38.10%	Open	History

ETSY - Etsy, Inc.	Q1 2020	$38.42	Q4 2024	$52.89	+37.66%	Closed	History

EL - The Estée Lauder Companies Inc.	Q3 2020	$218.25	Q3 2021	$299.96	+37.44%	Closed	History

QLYS - Qualys, Inc.	Q2 2020	$104.03	Q2 2025	$142.87	+37.34%	Closed	History

DNLI - Denali Therapeutics Inc.	Q4 2025	$16.51	Open	$22.65	+37.19%	Open	History

LTH - Life Time Group Holdings, Inc.	Q2 2025	$30.33	Open	$41.57	+37.06%	Open	History

CALY - Callaway Golf Co.	Q1 2026	$13.88	Open	$18.98	+36.74%	Open	History

CPF - Central Pacific Financial Corp.	Q2 2025	$28.03	Open	$38.29	+36.60%	Open	History

TLN - Talen Energy Corp.	Q2 2025	$290.77	Open	$396.95	+36.52%	Open	History

IONQ - IonQ, Inc.	Q1 2026	$28.83	Open	$39.29	+36.28%	Open	History

VUG - Vanguard Growth Index Fund ETF Shares	Q3 2024	$63.99	Open	$86.96	+35.90%	Open	History

MTSI - MACOM Technology Solutions Holdings, Inc.	Q1 2026	$222.07	Open	$301.76	+35.89%	Open	History

AAPL - Apple Inc.	Q3 2024	$233.00	Open	$314.86	+35.13%	Open	History

NU - Nu Holdings Ltd.	Q4 2024	$10.36	Open	$13.99	+35.04%	Open	History

WULF - TeraWulf Inc.	Q1 2026	$14.43	Open	$19.41	+34.51%	Open	History

OLLI - Ollie's Bargain Outlet Holdings, Inc.	Q2 2024	$98.17	Q2 2025	$131.78	+34.24%	Closed	History

ASTE - Astec Industries, Inc.	Q2 2025	$41.69	Open	$55.94	+34.18%	Open	History

WT - WisdomTree, Inc.	Q1 2026	$14.56	Open	$19.53	+34.13%	Open	History

NVDA - NVIDIA Corp.	Q2 2025	$157.99	Open	$211.80	+34.06%	Open	History

FN - Fabrinet	Q4 2024	$219.88	Q2 2025	$294.68	+34.02%	Closed	History

WDFC - WD-40 Co.	Q2 2020	$198.29	Q4 2020	$265.69	+33.99%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q3 2024	$573.89	Open	$751.83	+31.01%	Open	History

VT - Vanguard Total World Stock Index Fund ETF Shares	Q3 2024	$119.69	Open	$156.78	+30.99%	Open	History

EEFT - Euronet Worldwide, Inc.	Q3 2022	$75.76	Q3 2024	$99.23	+30.98%	Closed	History

ACWX - iShares MSCI ACWI ex U.S. ETF	Q2 2021	$57.47	Open	$75.15	+30.76%	Open	History

AZPN - Aspen Technology Inc	Q2 2022	$183.73	Q3 2024	$238.82	+29.98%	Closed	History

QCOM - QUALCOMM Inc.	Q2 2013	$61.08	Q2 2014	$79.20	+29.67%	Closed	History

PL - Planet Labs PBC	Q4 2025	$19.72	Open	$25.56	+29.61%	Open	History

TYL - Tyler Technologies, Inc.	Q3 2021	$458.64	Q3 2024	$583.72	+27.27%	Closed	History

AST - Aspen Technology Inc	Q4 2020	$130.27	Q1 2022	$165.37	+26.94%	Closed	History

KNSL - Kinsale Capital Group, Inc.	Q2 2024	$385.28	Q1 2025	$486.71	+26.33%	Closed	History

ABT - Abbott Laboratories	Q3 2013	$33.19	Q1 2016	$41.83	+26.03%	Closed	History

ESQ - Esquire Financial Holdings, Inc.	Q2 2025	$94.66	Open	$119.28	+26.01%	Open	History

HURN - Huron Consulting Group Inc.	Q2 2025	$137.54	Q4 2025	$172.91	+25.72%	Closed	History

OUT - OUTFRONT Media Inc.	Q1 2026	$26.50	Open	$33.15	+25.09%	Open	History

BWXT - BWX Technologies, Inc.	Q2 2025	$144.06	Open	$179.83	+24.83%	Open	History

ORN - Orion Group Holdings, Inc.	Q1 2026	$10.90	Open	$13.60	+24.77%	Open	History

TSLA - Tesla, Inc.	Q2 2025	$317.66	Open	$396.18	+24.72%	Open	History

ANRO - Alto Neuroscience, Inc.	Q1 2026	$22.48	Open	$27.80	+23.67%	Open	History

CCJ - Cameco Corp.	Q2 2025	$74.23	Open	$91.57	+23.36%	Open	History

NUVL - Nuvalent, Inc.	Q4 2025	$100.59	Open	$123.96	+23.23%	Open	History

AIR - AAR Corp.	Q1 2026	$109.46	Open	$134.46	+22.84%	Open	History

CAAP - Corporación América Airports S.A.	Q2 2025	$20.26	Open	$24.86	+22.70%	Open	History

LFUS - Littelfuse, Inc.	Q1 2026	$339.35	Open	$416.31	+22.68%	Open	History

IOO - Ishares Tr	Q4 2024	$100.77	Q1 2025	$123.51	+22.57%	Closed	History

SITM - SiTime Corp.	Q4 2022	$101.62	Q2 2024	$124.38	+22.40%	Closed	History

AFRM - Affirm Holdings, Inc.	Q2 2025	$69.14	Open	$84.45	+22.14%	Open	History

GSHD - Goosehead Insurance, Inc.	Q3 2020	$86.59	Q2 2025	$105.51	+21.85%	Closed	History

ELF - e.l.f. Beauty, Inc.	Q3 2024	$109.03	Q3 2025	$132.48	+21.51%	Closed	History

THR - Thermon Group Holdings, Inc.	Q1 2026	$50.40	Open	$61.14	+21.31%	Open	History

DNTH - Dianthus Therapeutics, Inc.	Q1 2026	$83.92	Open	$101.28	+20.69%	Open	History

AYI - Acuity Inc.	Q2 2025	$298.34	Q4 2025	$360.04	+20.68%	Closed	History

MELI - MercadoLibre, Inc.	Q2 2021	$1,557.76	Open	$1,873.88	+20.29%	Open	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.