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
CAKE - The Cheesecake Factory Inc.	Q2 2025	$62.66	Q3 2025	$54.64	-12.80%	Closed	History

VIST - Vista Energy, S.A.B. de C.V.	Q1 2026	$75.47	Open	$65.73	-12.91%	Open	History

AXON - Axon Enterprise, Inc.	Q2 2025	$827.94	Q3 2025	$717.64	-13.32%	Closed	History

SNPS - Synopsys, Inc.	Q3 2025	$493.39	Open	$425.90	-13.68%	Open	History

CRL - Charles River Laboratories International, Inc.	Q2 2022	$213.87	Q4 2024	$184.60	-13.69%	Closed	History

MH - Minn Mng Mfg Common	Q4 2000	$120.50	Q1 2001	$103.90	-13.78%	Closed	History

IBN - ICICI Bank Ltd.	Q2 2025	$33.64	Open	$29.00	-13.79%	Open	History

SHOP - Shopify Inc.	Q2 2021	$146.10	Open	$125.68	-13.97%	Open	History

MED - Medifast Inc	Q1 2019	$127.61	Q4 2019	$109.65	-14.07%	Closed	History

FIGS - FIGS, Inc.	Q4 2025	$11.36	Open	$9.72	-14.44%	Open	History

TDUP - Thredup Inc	Q2 2025	$7.49	Q4 2025	$6.39	-14.69%	Closed	History

GWW - W.W. Grainger, Inc.	Q2 2013	$252.18	Q3 2015	$215.09	-14.71%	Closed	History

PDD - PDD Holdings Inc.	Q2 2024	$132.95	Q4 2025	$113.39	-14.71%	Closed	History

HTV - Hearst-Argyle Common	Q1 1999	$24.62	Q1 2001	$20.89	-15.15%	Closed	History

AAON - AAON, Inc.	Q2 2024	$87.24	Q2 2025	$73.75	-15.46%	Closed	History

CPA - Copa Holdings, S.A.	Q1 2024	$104.16	Q4 2024	$87.88	-15.63%	Closed	History

BSY - Bentley Systems, Inc.	Q4 2024	$46.70	Q1 2025	$39.34	-15.76%	Closed	History

ATHM - Autohome Inc	Q1 2023	$33.47	Q4 2023	$28.06	-16.16%	Closed	History

MMYT - MakeMyTrip Ltd.	Q2 2025	$98.02	Q4 2025	$82.12	-16.22%	Closed	History

AZN - AstraZeneca PLC	Q1 2026	$196.53	Open	$164.50	-16.30%	Open	History

ROL - Rollins, Inc.	Q1 2026	$53.41	Open	$44.29	-17.08%	Open	History

WSC - WillScot Holdings Corp.	Q4 2024	$33.45	Q2 2025	$27.40	-18.09%	Closed	History

AZTA - Azenta, Inc.	Q2 2022	$72.10	Q4 2022	$58.22	-19.25%	Closed	History

NXE - NexGen Energy Ltd.	Q1 2026	$11.60	Open	$9.36	-19.31%	Open	History

DOCS - Doximity, Inc.	Q2 2022	$34.82	Q2 2024	$27.97	-19.67%	Closed	History

PBH - Prestige Consumer Healthcare Inc.	Q2 2018	$38.39	Q4 2018	$30.84	-19.67%	Closed	History

TREE - Lendingtree Inc New	Q4 2017	$340.84	Q4 2020	$273.80	-19.67%	Closed	History

ALIT - Alight, Inc.	Q1 2023	$184.20	Q2 2024	$147.60	-19.87%	Closed	History

POOL - Pool Corp.	Q4 2023	$398.71	Q1 2025	$318.35	-20.15%	Closed	History

CMD - Cantel Medical Corp	Q3 2017	$94.05	Q3 2019	$74.78	-20.49%	Closed	History

ISRG - Intuitive Surgical, Inc.	Q3 2020	$236.51	Q3 2022	$187.32	-20.80%	Closed	History

BAH - Booz Allen Hamilton Holdings Corp.	Q3 2024	$162.76	Q4 2024	$128.70	-20.93%	Closed	History

AMSC - American Superconductor Corp.	Q2 2025	$36.69	Q4 2025	$28.78	-21.56%	Closed	History

TANU - Tandy Corp Common	Q2 2000	$47.37	Q1 2001	$36.69	-22.55%	Closed	History

PRCH - Porch Group, Inc.	Q2 2025	$11.79	Q4 2025	$9.13	-22.56%	Closed	History

TRUP - Trupanion, Inc.	Q2 2021	$115.10	Q1 2022	$89.12	-22.57%	Closed	History

UBER - Uber Technologies, Inc.	Q2 2025	$93.30	Open	$72.08	-22.74%	Open	History

AVAV - Aerovironment Inc	Q3 2025	$314.89	Q4 2025	$241.89	-23.18%	Closed	History

TECH - Bio-Techne Corp.	Q4 2023	$77.16	Q1 2025	$58.63	-24.02%	Closed	History

HDB - HDFC Bank Ltd.	Q4 2022	$34.21	Open	$25.97	-24.08%	Open	History

NVO - Novo Nordisk A/S	Q3 2023	$90.94	Q2 2025	$69.02	-24.10%	Closed	History

FLY - Firefly Aerospace Inc.	Q1 2026	$28.47	Open	$21.55	-24.31%	Open	History

SSYS - Stratasys Ltd	Q2 2025	$11.47	Q4 2025	$8.68	-24.32%	Closed	History

MIR - Mirion Technologies, Inc.	Q2 2025	$21.53	Open	$16.29	-24.34%	Open	History

ONON - On Holdings AG	Q3 2024	$50.15	Open	$37.74	-24.75%	Open	History

ORCL - Oracle Corp.	Q3 2024	$170.40	Open	$127.94	-24.92%	Open	History

BLD - TopBuild Corp.	Q3 2024	$406.81	Q1 2025	$304.95	-25.04%	Closed	History

JOBY - Joby Aviation, Inc.	Q2 2025	$10.55	Open	$7.89	-25.21%	Open	History

OPFI - Oppfi Inc	Q2 2025	$13.99	Q4 2025	$10.46	-25.23%	Closed	History

QXO - QXO, Inc.	Q1 2026	$19.42	Open	$14.46	-25.54%	Open	History

AA - Alcoa Corp.	Q1 2026	$66.33	Open	$49.06	-26.04%	Open	History

KSPI - Joint Stock Co. Kaspi.kz	Q2 2024	$129.01	Q4 2024	$94.71	-26.59%	Closed	History

FIGR - Figure Technology Solutions, Inc.	Q4 2025	$40.84	Open	$29.96	-26.64%	Open	History

LMAT - LeMaitre Vascular, Inc.	Q1 2018	$36.29	Q2 2020	$26.40	-27.25%	Closed	History

GGQ1 - Google	Q2 2013	$880.37	Q3 2015	$637.20	-27.62%	Closed	History

P - Everpure, Inc.	Q4 2024	$61.43	Q1 2025	$44.27	-27.93%	Closed	History

VIST - Vista Energy, S.A.B. de C.V.	Q2 2025	$47.81	Q3 2025	$34.40	-28.05%	Closed	History

FSLY - Fastly, Inc.	Q1 2026	$29.06	Open	$20.90	-28.08%	Open	History

TTEK - Tetra Tech, Inc.	Q2 2024	$40.90	Q1 2025	$29.25	-28.48%	Closed	History

CELG - Celgene Corp	Q4 2014	$111.86	Q2 2018	$79.48	-28.95%	Closed	History

NTRI - Nutri Sys Inc New	Q4 2017	$52.68	Q3 2018	$37.06	-29.65%	Closed	History

FOXF - Fox Factory Hldg Corp	Q3 2017	$43.14	Q4 2024	$30.27	-29.83%	Closed	History

XPEL - Xpel Inc	Q3 2023	$77.11	Q1 2024	$54.02	-29.94%	Closed	History

BETR - Better Home & Finance Holdings Co.	Q1 2026	$35.62	Open	$24.56	-31.05%	Open	History

SE - Sea Ltd.	Q2 2025	$159.94	Open	$109.29	-31.67%	Open	History

BL - BlackLine, Inc.	Q2 2020	$82.90	Q2 2025	$56.62	-31.70%	Closed	History

KARO - Karooooo Ltd.	Q2 2021	$36.76	Q1 2024	$25.06	-31.83%	Closed	History

ABCL - Abcellera Biologics Inc	Q3 2025	$5.03	Q4 2025	$3.42	-32.01%	Closed	History

SHAK - Shake Shack Inc.	Q1 2026	$88.47	Open	$60.09	-32.08%	Open	History

WGS - GeneDx Holdings Corp.	Q2 2025	$92.31	Open	$62.43	-32.37%	Open	History

LFUS - Littelfuse, Inc.	Q4 2017	$197.82	Q1 2020	$133.49	-32.52%	Closed	History

OSCR - Oscar Health, Inc.	Q2 2025	$21.44	Q4 2025	$14.37	-32.98%	Closed	History

ISRG - Intuitive Surgical, Inc.	Q4 2025	$566.36	Open	$379.50	-32.99%	Open	History

CRCL - Circle Internet Group	Q1 2026	$95.41	Open	$63.22	-33.74%	Open	History

SPL - Schering Plough Common	Q1 1999	$55.25	Q1 2001	$36.53	-33.88%	Closed	History

BKNG - Booking Holdings Inc.	Q1 2018	$83.22	Q1 2020	$53.77	-35.39%	Closed	History

NSIT - Insight Enterprises Inc	Q3 2024	$215.39	Q2 2025	$138.08	-35.89%	Closed	History

ASPI - ASP Isotopes Inc.	Q2 2025	$7.36	Open	$4.70	-36.14%	Open	History

ATHM - Autohome Inc	Q3 2021	$46.93	Q4 2021	$29.47	-37.20%	Closed	History

MNDY - monday.com Ltd.	Q4 2024	$235.44	Q4 2025	$147.56	-37.33%	Closed	History

KRMN - Karman Holdings Inc.	Q4 2025	$73.17	Open	$45.83	-37.37%	Open	History

HCSG - Healthcare Services Group, Inc.	Q4 2017	$52.78	Q1 2019	$32.99	-37.50%	Closed	History

CMRC - Bigcommerce Hldgs Inc	Q4 2021	$35.37	Q1 2022	$21.91	-38.05%	Closed	History

FND - Floor & Decor Holdings, Inc.	Q4 2021	$130.09	Q1 2025	$80.47	-38.14%	Closed	History

BWMN - Bowman Consulting Group Ltd	Q4 2023	$35.52	Q1 2025	$21.83	-38.54%	Closed	History

3393199Q - Anheuser-Busch Common	Q1 1999	$76.13	Q1 2001	$46.34	-39.13%	Closed	History

PAHC - Phibro Animal Health Corp.	Q1 2026	$55.31	Open	$33.04	-40.26%	Open	History

WRBY - Warby Parker Inc.	Q4 2021	$46.56	Q3 2025	$27.58	-40.76%	Closed	History

BLKB - Blackbaud, Inc.	Q4 2017	$94.59	Q3 2020	$55.83	-40.98%	Closed	History

MCD - McDonald's Corp.	Q1 1999	$45.31	Q1 2001	$26.55	-41.40%	Closed	History

EL - The Estée Lauder Companies Inc.	Q4 2022	$248.11	Q3 2023	$144.55	-41.74%	Closed	History

EPAM - EPAM Systems, Inc.	Q1 2023	$299.00	Q1 2025	$168.84	-43.53%	Closed	History

USPH - U S Physical Therapy Inc	Q2 2019	$122.63	Q1 2020	$69.02	-43.72%	Closed	History

PYPL - PayPal Holdings, Inc.	Q1 2019	$103.84	Q4 2025	$58.39	-43.77%	Closed	History

FIVE - Five Below, Inc.	Q1 2022	$158.34	Q3 2024	$88.35	-44.20%	Closed	History

TMDX - TransMedics Group, Inc.	Q2 2025	$134.01	Open	$74.59	-44.34%	Open	History

LMB - Limbach Holdings, Inc.	Q2 2025	$140.10	Q4 2025	$77.85	-44.43%	Closed	History

SLP - Simulations Plus, Inc.	Q4 2020	$71.92	Q3 2021	$39.50	-45.08%	Closed	History

CALY - Callaway Golf Co.	Q4 2023	$14.34	Q4 2024	$7.86	-45.19%	Closed	History

INGN - Inogen Inc	Q4 2018	$124.30	Q2 2019	$66.69	-46.35%	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.