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
VONG - Vanguard Russell 1000 Growth Index Fund ETF Shares	Q4 2023	$78.02	Q2 2024	$93.81	+20.24%	Closed	History

AZZ - AZZ Inc.	Q1 2026	$125.13	Open	$149.99	+19.87%	Open	History

AIT - Applied Industrial Technologies, Inc.	Q2 2024	$194.01	Q2 2025	$232.45	+19.81%	Closed	History

TSM - Taiwan Semiconductor	Q3 2023	$86.90	Q4 2023	$104.00	+19.68%	Closed	History

LOCO - El Pollo Loco Holdings, Inc.	Q1 2026	$13.86	Open	$16.56	+19.48%	Open	History

KTB - Kontoor Brands, Inc.	Q1 2026	$70.29	Open	$83.85	+19.29%	Open	History

DOCS - Doximity, Inc.	Q2 2025	$61.34	Q3 2025	$73.15	+19.25%	Closed	History

MSCI - MSCI Inc.	Q3 2023	$513.08	Open	$611.43	+19.17%	Open	History

ESTA - Establishment Labs Holdings Inc.	Q4 2025	$72.88	Open	$86.59	+18.81%	Open	History

HCI - HCI Group, Inc.	Q2 2025	$152.20	Open	$179.94	+18.23%	Open	History

SKYT - SkyWater Technology, Inc.	Q1 2026	$27.41	Open	$32.35	+18.02%	Open	History

AVGO - Broadcom Inc.	Q3 2025	$329.91	Open	$389.11	+17.94%	Open	History

EPAM - EPAM Systems, Inc.	Q3 2021	$570.54	Q4 2021	$668.44	+17.16%	Closed	History

MDSO - Medidata Solutions Inc	Q3 2017	$78.18	Q3 2019	$91.53	+17.08%	Closed	History

MBUU - Malibu Boats, Inc.	Q3 2020	$49.57	Q1 2022	$58.01	+17.03%	Closed	History

LQDT - Liquidity Svcs Inc	Q2 2025	$23.59	Q3 2025	$27.43	+16.28%	Closed	History

TPLC - Timothy Plan	Q1 2021	$32.93	Q4 2023	$38.21	+16.03%	Closed	History

PTZ - Pulitzer Inc. Common	Q1 1999	$40.44	Q4 2000	$46.83	+15.80%	Closed	History

TJX - The TJX Companies, Inc.	Q4 2013	$31.87	Q3 2017	$36.90	+15.80%	Closed	History

RDVT - Red Violet Inc	Q2 2025	$49.20	Q4 2025	$56.95	+15.75%	Closed	History

META - Meta Platforms, Inc.	Q1 2026	$572.13	Open	$661.04	+15.54%	Open	History

AX - Axos Financial, Inc.	Q3 2025	$84.65	Open	$97.77	+15.50%	Open	History

MLI - Mueller Industries, Inc.	Q3 2025	$50.56	Open	$58.39	+15.50%	Open	History

REGN - Regeneron Pharmaceuticals, Inc.	Q3 2021	$605.10	Q1 2022	$698.48	+15.43%	Closed	History

GRBK - Green Brick Partners, Inc.	Q4 2025	$62.66	Open	$72.31	+15.40%	Open	History

TROW - T. Rowe Price Group, Inc.	Q2 2013	$73.15	Q2 2014	$84.41	+15.39%	Closed	History

GLOB - Globant S.A.	Q2 2018	$56.81	Q4 2025	$65.37	+15.07%	Closed	History

EXLS - Exlservice Holdings Inc	Q4 2017	$12.08	Q4 2019	$13.88	+14.90%	Closed	History

LPTH - LightPath Technologies, Inc.	Q1 2026	$10.03	Open	$11.52	+14.86%	Open	History

KARO - Karooooo Ltd.	Q3 2024	$39.63	Q4 2025	$45.50	+14.81%	Closed	History

EMBJ - Embraer S.A.	Q2 2025	$56.91	Open	$64.91	+14.06%	Open	History

HIMS - Hims & Hers Health, Inc.	Q2 2025	$49.85	Q3 2025	$56.72	+13.78%	Closed	History

CWAN - Clearwater Analytics Holdings, Inc.	Q3 2023	$19.34	Q2 2025	$21.93	+13.39%	Closed	History

CORT - Corcept Therapeutics Inc.	Q2 2025	$73.40	Q3 2025	$83.11	+13.23%	Closed	History

OPCH - Option Care Health, Inc.	Q2 2024	$27.70	Q3 2024	$31.30	+13.00%	Closed	History

RKLB - Rocket Lab Corp.	Q4 2025	$69.76	Open	$78.81	+12.97%	Open	History

ORLY - O'Reilly Automotive, Inc.	Q3 2021	$40.71	Q1 2022	$45.67	+12.18%	Closed	History

LMND - Lemonade, Inc.	Q1 2026	$62.68	Open	$70.14	+11.90%	Open	History

MPWR - Monolithic Power Systems, Inc.	Q4 2017	$112.20	Q3 2018	$125.54	+11.89%	Closed	History

CLB - Core Laboratories Inc.	Q2 2013	$151.54	Q3 2013	$169.36	+11.76%	Closed	History

CELC - Celcuity Inc.	Q4 2025	$99.74	Open	$111.05	+11.34%	Open	History

GNRC - Generac Holdings Inc.	Q4 2023	$129.24	Q2 2025	$143.21	+10.81%	Closed	History

U - Unity Software Inc.	Q3 2025	$40.04	Q4 2025	$44.17	+10.31%	Closed	History

IRS - IRSA Inversiones y Representaciones Sociedad Anónima	Q2 2025	$13.93	Open	$15.36	+10.27%	Open	History

EVTC - Evertec Inc	Q1 2023	$33.75	Q3 2023	$37.18	+10.16%	Closed	History

VUG - Vanguard Growth Index Fund ETF Shares	Q2 2023	$47.16	Q4 2023	$51.81	+9.86%	Closed	History

PCTY - Paylocity Holdings Corp.	Q3 2024	$164.97	Q2 2025	$181.19	+9.83%	Closed	History

FLR - Fluor Corp.	Q1 2026	$46.65	Open	$51.12	+9.58%	Open	History

CEG - Constellation Energy Corp.	Q2 2025	$322.76	Q4 2025	$353.27	+9.45%	Closed	History

KB - KB Financial Group Inc.	Q1 2024	$52.07	Q4 2024	$56.90	+9.28%	Closed	History

CCO - Clear Channel Outdoor Holdings, Inc.	Q4 2025	$2.21	Open	$2.41	+9.05%	Open	History

DT - Dynatrace, Inc.	Q4 2020	$43.27	Q1 2025	$47.15	+8.97%	Closed	History

ENV - Envestnet Inc	Q4 2019	$69.64	Q2 2021	$75.86	+8.93%	Closed	History

MTW - The Manitowoc Co., Inc.	Q1 2026	$11.65	Open	$12.69	+8.93%	Open	History

META - Meta Platforms, Inc.	Q3 2013	$50.24	Q4 2013	$54.66	+8.80%	Closed	History

INTU - Intuit Inc.	Q2 2013	$61.03	Q3 2013	$66.31	+8.65%	Closed	History

KTOS - Kratos Defense & Security Solutions, Inc.	Q2 2025	$46.45	Open	$50.36	+8.42%	Open	History

DCGO - DocGo Inc.	Q1 2023	$8.65	Q2 2023	$9.37	+8.32%	Closed	History

CVLT - Commvault Systems, Inc.	Q2 2025	$174.33	Q3 2025	$188.78	+8.29%	Closed	History

SBUX - Starbucks Corp.	Q1 2025	$98.09	Open	$106.17	+8.24%	Open	History

CCC - CCC Intelligent Solutions Holdings Inc.	Q4 2022	$8.70	Q2 2025	$9.41	+8.16%	Closed	History

CEPT - Cantor Equity Partners II Inc	Q1 2026	$10.89	Open	$11.78	+8.13%	Open	History

OFRM - Once Upon A Farm, PBC	Q1 2026	$16.35	Open	$17.63	+7.83%	Open	History

WAL - Western Alliance Bancorporation	Q2 2025	$77.98	Q4 2025	$84.07	+7.81%	Closed	History

GTES - Gates Industrial Corp. plc	Q2 2025	$23.03	Q3 2025	$24.82	+7.77%	Closed	History

SPOT - Spotify Technology S.A.	Q4 2024	$447.38	Open	$481.06	+7.53%	Open	History

RELX - Relx Plc	Q3 2018	$20.93	Q3 2020	$22.37	+6.88%	Closed	History

LOPE - Grand Canyon Education, Inc.	Q4 2017	$89.63	Q4 2019	$95.76	+6.84%	Closed	History

EBAY - eBay Inc.	Q2 2013	$21.77	Q1 2014	$23.25	+6.81%	Closed	History

UPWK - Upwork Inc.	Q3 2025	$18.57	Q4 2025	$19.82	+6.73%	Closed	History

MKL - Markel Group Inc.	Q2 2023	$1,383.18	Q3 2023	$1,472.49	+6.46%	Closed	History

ABT - Abbott Laboratories	Q3 2019	$83.67	Open	$88.96	+6.32%	Open	History

BBSI - Barrett Business Svcs Inc	Q2 2025	$41.69	Q3 2025	$44.32	+6.31%	Closed	History

SAP - Sap Se	Q2 2013	$72.74	Q2 2014	$77.09	+5.98%	Closed	History

UNH - UnitedHealth Group Inc.	Q3 2020	$311.77	Q4 2025	$330.18	+5.90%	Closed	History

TPIF - Timothy Plan	Q1 2023	$24.99	Q4 2023	$26.45	+5.84%	Closed	History

CHRW - C.H. Robinson Worldwide, Inc.	Q2 2013	$56.31	Q3 2013	$59.56	+5.77%	Closed	History

GGQ7 - Google Inc	Q2 2014	$575.28	Q3 2015	$608.42	+5.76%	Closed	History

AMPX - Amprius Technologies, Inc.	Q3 2025	$10.52	Open	$11.12	+5.70%	Open	History

IWM - iShares Russell 2000 ETF	Q3 2022	$164.95	Q4 2022	$174.36	+5.70%	Closed	History

NEOG - Neogen Corp	Q4 2017	$30.90	Q4 2019	$32.65	+5.66%	Closed	History

TMO - Thermo Fisher Scientific Inc.	Q4 2022	$550.69	Q4 2025	$579.50	+5.23%	Closed	History

AXP - American Express Co.	Q1 1999	$34.36	Q1 2001	$36.15	+5.22%	Closed	History

LUXE - Luxexperience Bv	Q2 2025	$7.94	Q4 2025	$8.35	+5.16%	Closed	History

DG - Dollar General Corp.	Q3 2021	$212.07	Q1 2022	$222.49	+4.91%	Closed	History

41IS - Unilever Plc	Q2 2017	$54.08	Q4 2024	$56.70	+4.84%	Closed	History

ANIP - ANI Pharmaceuticals, Inc.	Q1 2026	$76.90	Open	$80.55	+4.75%	Open	History

CVNA - Carvana Co.	Q2 2025	$67.39	Open	$70.38	+4.44%	Open	History

ELLI - Ellie Mae Inc	Q3 2018	$94.90	Q1 2019	$98.69	+3.99%	Closed	History

GPGI - GPGI, Inc.	Q2 2025	$14.09	Open	$14.65	+3.97%	Open	History

TSHA - Taysha Gene Therapies, Inc.	Q4 2025	$5.50	Open	$5.70	+3.64%	Open	History

FCX - Freeport-McMoRan Inc.	Q1 2024	$47.02	Q2 2024	$48.60	+3.36%	Closed	History

RENX - Relx NV	Q2 2017	$7,878.10	Q2 2018	$8,125.71	+3.14%	Closed	History

CRM - Salesforce, Inc.	Q4 2019	$162.64	Open	$167.56	+3.03%	Open	History

BDC - Belden Inc.	Q4 2024	$112.61	Q2 2025	$115.80	+2.83%	Closed	History

ZTS - Zoetis Inc.	Q4 2017	$72.04	Open	$74.07	+2.82%	Open	History

LRN - Stride, Inc.	Q2 2025	$145.19	Q3 2025	$148.94	+2.58%	Closed	History

REAL - The RealReal, Inc.	Q3 2025	$10.63	Open	$10.88	+2.35%	Open	History

BKSY - BlackSky Technology Inc.	Q1 2026	$25.16	Open	$25.67	+2.03%	Open	History

NGVC - Natural Grocers by Vitamin Cottage, Inc.	Q2 2025	$39.25	Q3 2025	$40.00	+1.91%	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.