Polen Capital Management LLC
CIK 0001034524 · As of Q1 2025 · filed May 12, 2025
| AMZN AMAZON.COM INC | 10.6% | Reduced −9.2% | 17,747,395 | $3.38B |
| MSFT MICROSOFT CORP | 7.0% | Reduced −7.3% | 5,941,106 | $2.23B |
| V VISA INC-CLASS A SHARES | 6.6% | Reduced −8.4% | 6,023,710 | $2.11B |
| ORCL ORACLE CORP | 5.5% | Added +17.6% | 12,609,101 | $1.76B |
| MA MASTERCARD INC - A | 5.5% | Reduced −8.1% | 3,211,209 | $1.76B |
| ABT ABBOTT LABORATORIES | 4.7% | Reduced −10.3% | 11,385,577 | $1.51B |
| SHOP SHOPIFY INC - CLASS A | 4.6% | Reduced −10.6% | 15,270,075 | $1.46B |
| LLY ELI LILLY & CO | 4.6% | Added +35.4% | 1,754,571 | $1.45B |
| ZTS ZOETIS INC | 4.5% | Added +17.6% | 8,796,847 | $1.45B |
| AON AON PLC-CLASS A | 3.8% | Added +318.1% | 3,007,719 | $1.20B |
| GOOG ALPHABET INC-CL C | 3.6% | Reduced −32.9% | 7,434,428 | $1.16B |
| TMO THERMO FISHER SCIENTIFIC INC | 3.6% | Reduced −5.6% | 2,322,482 | $1.16B |
| ADBE ADOBE INC | 3.4% | Reduced −6.5% | 2,818,625 | $1.08B |
| MSCI MSCI INC | 3.3% | Reduced −8.1% | 1,868,138 | $1.06B |
| ACN ACCENTURE PLC-CL A | 3.1% | Reduced −9.0% | 3,208,478 | $1.00B |
| ABNB AIRBNB INC-CLASS A | 2.9% | Reduced −6.0% | 7,726,604 | $923.0M |
| WDAY WORKDAY INC-CLASS A | 2.9% | Reduced −8.0% | 3,944,506 | $921.2M |
| NFLX NETFLIX INC | 2.6% | Reduced −48.6% | 888,072 | $828.2M |
| NOW SERVICENOW INC | 2.4% | Reduced −41.9% | 949,728 | $756.1M |
| PAYC PAYCOM SOFTWARE INC | 2.1% | Reduced −2.3% | 3,097,854 | $676.8M |
| AAPL APPLE INC | 1.9% | Reduced −56.5% | 2,681,114 | $595.6M |
| UNH UNITEDHEALTH GROUP INC | 1.7% | Reduced −7.8% | 1,037,575 | $543.4M |
| CSGP COSTAR GROUP INC | 1.6% | Added +1.6% | 6,601,800 | $523.1M |
| SBUX STARBUCKS CORP | 1.6% | New | 5,133,440 | $503.5M |
| IT GARTNER INC | 1.1% | Reduced −7.4% | 835,522 | $350.7M |
| SAP SAP SE-SPONSORED ADR | 0.5% | Reduced −45.7% | 542,699 | $145.7M |
| IWF ISHARES RUSSELL 1000 GROWTH | 0.4% | Reduced −23.4% | 385,522 | $139.2M |
| MELI MERCADOLIBRE INC | 0.4% | Added +87.3% | 68,534 | $133.7M |
| WTW WILLIS TOWERS WATSON PLC | 0.4% | Added +185.1% | 366,539 | $123.9M |
| ICLR ICON PLC | 0.3% | Reduced −10.7% | 635,052 | $111.1M |
| GOOGL ALPHABET INC-CL A | 0.3% | Reduced −50.3% | 610,910 | $94.5M |
| GLOB GLOBANT SA | 0.3% | Added +22.0% | 774,418 | $91.2M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 0.2% | Reduced −84.4% | 1,001,906 | $69.6M |
| MDT MEDTRONIC PLC | 0.2% | Reduced −19.6% | 629,483 | $56.6M |
| ADP AUTOMATIC DATA PROCESSING | 0.2% | Reduced −7.4% | 166,526 | $50.9M |
| ACWI ISHARES MSCI ACWI ETF | 0.1% | Added +21.1% | 384,795 | $44.8M |
| HDB HDFC BANK LTD-ADR | 0.1% | Reduced −15.9% | 651,063 | $43.3M |
| ASML ASML HOLDING NV-NY REG SHS | 0.1% | Reduced −15.2% | 52,677 | $34.9M |
| NU NU HOLDINGS LTD/CAYMAN ISL-A | 0.1% | Added +32.4% | 2,969,781 | $30.4M |
| TME TENCENT MUSIC ENTERTAINM-ADR | 0.1% | Added +86.7% | 1,978,769 | $28.5M |
| SPOT SPOTIFY TECHNOLOGY SA | 0.1% | Reduced −36.3% | 38,749 | $21.3M |
| MNDY MONDAY.COM LTD | 0.1% | Added +34.0% | 71,261 | $17.3M |
| EXLS EXLSERVICE HOLDINGS INC | 0.0% | Reduced −18.6% | 260,017 | $12.3M |
| ONON ON HOLDING AG-CLASS A | 0.0% | Reduced −14.2% | 238,933 | $10.5M |
| PDD PDD HOLDINGS INC | 0.0% | Reduced −1.3% | 66,193 | $7.8M |
| HLNE HAMILTON LANE INC-CLASS A | 0.0% | Reduced −6.0% | 52,320 | $7.8M |
| MEDP MEDPACE HOLDINGS INC | 0.0% | Added +50.8% | 24,466 | $7.5M |
| GSHD GOOSEHEAD INSURANCE INC -A | 0.0% | Reduced −27.3% | 61,317 | $7.2M |
| NSIT INSIGHT ENTERPRISES INC | 0.0% | Added +1.7% | 42,133 | $6.3M |
| CNM CORE & MAIN INC-CLASS A | 0.0% | Reduced −7.9% | 124,953 | $6.0M |
| PCTY PAYLOCITY HOLDING CORP | 0.0% | Added +9.2% | 31,338 | $5.9M |
| PGNY PROGYNY INC | 0.0% | Added +0.3% | 261,506 | $5.8M |
| RMBS RAMBUS INC | 0.0% | Added +9.9% | 109,117 | $5.6M |
| VUG VANGUARD MRNGSTAR GR ETF-SUI | 0.0% | Reduced −62.6% | 14,589 | $5.4M |
| LVS LAS VEGAS SANDS CORP | 0.0% | Reduced −9.8% | 139,619 | $5.4M |
| DLO DLOCAL LTD | 0.0% | Added +0.0% | 627,551 | $5.2M |
| HLI HOULIHAN LOKEY INC | 0.0% | Reduced −10.3% | 32,295 | $5.2M |
| FSV FIRSTSERVICE CORP | 0.0% | Reduced −9.5% | 29,648 | $4.9M |
| CCC CCC INTELLIGENT SOLUTIONS HO | 0.0% | Reduced −28.6% | 544,653 | $4.9M |
| AIT APPLIED INDUSTRIAL TECH INC | 0.0% | Added +14.0% | 21,160 | $4.8M |
| TREX TREX COMPANY INC | 0.0% | Added +39.9% | 78,742 | $4.6M |
| YUMC YUM CHINA HOLDINGS INC | 0.0% | Added +0.1% | 86,045 | $4.5M |
| ELF ELF BEAUTY INC | 0.0% | Added +12.8% | 69,325 | $4.4M |
| GNRC GENERAC HOLDINGS INC | 0.0% | Reduced −24.8% | 33,409 | $4.2M |
| BROS DUTCH BROS INC-CLASS A | 0.0% | Reduced −35.1% | 68,124 | $4.2M |
| RGEN REPLIGEN CORP | 0.0% | Reduced −23.8% | 30,902 | $3.9M |
| AAON AAON INC | 0.0% | Added +56.8% | 49,466 | $3.9M |
| CATH GLOBAL X S&P 500 CA VAL ETF | 0.0% | Added +12.0% | 53,317 | $3.6M |
| RVLV REVOLVE GROUP INC | 0.0% | Reduced −47.4% | 160,282 | $3.4M |
| CWAN CLEARWATER ANALYTICS HDS-A | 0.0% | Reduced −10.8% | 124,892 | $3.3M |
| ACWX ISHARES MSCI ACWI EX US ETF | 0.0% | Reduced −84.5% | 58,768 | $3.3M |
| WSC WILLSCOT HOLDINGS CORP | 0.0% | Reduced −6.5% | 116,917 | $3.3M |
| BDC BELDEN INC | 0.0% | Added +26.8% | 30,665 | $3.1M |
| FN FABRINET | 0.0% | Added +21.0% | 15,249 | $3.0M |
| EPAM EPAM SYSTEMS INC | 0.0% | Added +22.7% | 16,512 | $2.8M |
| TECH BIO-TECHNE CORP | 0.0% | Added +123.1% | 46,314 | $2.7M |
| IBP INSTALLED BUILDING PRODUCTS | 0.0% | Reduced −0.6% | 15,650 | $2.7M |
| WRBY WARBY PARKER INC-CLASS A | 0.0% | Reduced −54.0% | 147,071 | $2.7M |
| BL BLACKLINE INC | 0.0% | Reduced −12.3% | 55,099 | $2.7M |
| SITE SITEONE LANDSCAPE SUPPLY INC | 0.0% | Reduced −11.6% | 21,338 | $2.6M |
| ROAD CONSTRUCTION PARTNERS INC-A | 0.0% | Added +8.7% | 34,795 | $2.5M |
| SGOV ISHARES 0-3 MONTH TREASURY B | 0.0% | Added +318.4% | 23,299 | $2.3M |
| CRM SALESFORCE INC | 0.0% | Reduced −57.8% | 8,257 | $2.2M |
| QLYS QUALYS INC | 0.0% | Reduced −10.5% | 16,742 | $2.1M |
| KNSL KINSALE CAPITAL GROUP INC | 0.0% | Reduced −5.6% | 4,262 | $2.1M |
| IWM ISHARES RUSSELL 2000 ETF | 0.0% | Added +3.5% | 10,362 | $2.1M |
| POOL POOL CORP | 0.0% | Reduced −5.8% | 5,617 | $1.8M |
| BLD* TOPBUILD CORP | 0.0% | Reduced −5.5% | 4,931 | $1.5M |
| VT VANGUARD TOT WORLD STK ETF | 0.0% | Reduced −59.1% | 10,959 | $1.3M |
| DT DYNATRACE INC | 0.0% | Reduced −7.9% | 26,718 | $1.3M |
| SKIL SKILLSOFT CORP | 0.0% | Held | 57,172 | $1.1M |
| MORN MORNINGSTAR INC | 0.0% | Reduced −9.5% | 3,534 | $1.1M |
| OLLI OLLIE'S BARGAIN OUTLET HOLDI | 0.0% | Reduced −28.6% | 8,998 | $1.0M |
| ENTG ENTEGRIS INC | 0.0% | Added +4.7% | 11,539 | $1.0M |
| LGIH LGI HOMES INC | 0.0% | Reduced −9.8% | 14,523 | $965K |
| CIGI COLLIERS INTL GR-SUBORD VOT | 0.0% | Reduced −3.6% | 7,933 | $962K |
| AMN AMN HEALTHCARE SERVICES INC | 0.0% | Added +1.1% | 38,564 | $943K |
| MKTX MARKETAXESS HOLDINGS INC | 0.0% | Reduced −7.1% | 4,046 | $875K |
| SAIA SAIA INC | 0.0% | New | 2,464 | $861K |
| SPY SS SPDR S&P 500 ETF TRUST-US | 0.0% | Reduced −84.8% | 1,448 | $810K |
| BWMN BOWMAN CONSULTING GROUP LTD | 0.0% | Reduced −9.1% | 35,417 | $773K |
| BSY BENTLEY SYSTEMS INC-CLASS B | 0.0% | Reduced −9.1% | 19,464 | $766K |
| FND FLOOR & DECOR HOLDINGS INC-A | 0.0% | Reduced −8.9% | 8,924 | $718K |
| ADSK AUTODESK INC | 0.0% | Reduced −52.6% | 2,455 | $643K |
| BIL SS SPDR BB 1-3M T-BILL ETF | 0.0% | New | 5,242 | $481K |
| NTES NETEASE INC-ADR | 0.0% | Reduced −8.4% | 4,321 | $445K |
| P EVERPURE INC-A | 0.0% | Reduced −9.8% | 9,597 | $425K |
| TTEK TETRA TECH INC | 0.0% | Reduced −67.4% | 14,061 | $411K |
| NKE NIKE INC -CL B | 0.0% | Reduced −54.4% | 6,209 | $394K |
| IWO ISHARES RUSSELL 2000 GROWTH | 0.0% | New | 1,528 | $391K |
| MANH MANHATTAN ASSOCIATES INC | 0.0% | New | 2,226 | $385K |
| FIX COMFORT SYSTEMS USA INC | 0.0% | New | 1,166 | $376K |
| WING WINGSTOP INC | 0.0% | New | 1,476 | $333K |
| PYPL PAYPAL HOLDINGS INC | 0.0% | Reduced −33.6% | 4,943 | $323K |
| IOO ISHARES GLOBAL 100 ETF | 0.0% | Reduced −63.1% | 2,474 | $306K |
| KARO KAROOOOO LTD | 0.0% | Reduced −48.0% | 6,899 | $293K |
| CLBT CELLEBRITE DI LTD | 0.0% | Added +47.1% | 14,849 | $289K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| UNILEVER PLC | 244,122 | $13.8M |
| YETI YETI HOLDINGS INC | 98,057 | $3.8M |
| ALRM ALARM.COM HOLDINGS INC | 21,461 | $1.3M |
| FOXF FOX FACTORY HOLDING CORP | 41,273 | $1.2M |
| BAH BOOZ ALLEN HAMILTON HOLDINGS | 8,900 | $1.1M |
| USHY ISHARES BROAD USD HIGH YIELD | 26,300 | $968K |
| ALGN ALIGN TECHNOLOGY INC | 4,504 | $939K |
| KB KB FINANCIAL GROUP INC-ADR | 14,529 | $827K |
| ETSY ETSY INC | 15,037 | $795K |
| CRL CHARLES RIVER LABORATORIES | 4,248 | $784K |
| CALY CALLAWAY GOLF COMPANY | 83,466 | $656K |
| CPA COPA HOLDINGS SA-CLASS A | 7,293 | $641K |
| KSPI JSC KASPI.KZ ADR | 3,105 | $294K |
| FERG FERGUSON ENTERPRISES INC | 1,238 | $215K |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.