whalepapers
Overview/ Polen Capital Management LLC/ Q3 2024

Polen Capital Management LLC

CIK 0001034524 · As of Q3 2024 · filed Feb 10, 2025

Q3 2024

Holdings

118 positions · Δ vs prior quarter
AMZN AMAZON.COM INC
$4.80B
12.4%
25,744,857 −3,879,033 −13.1% Reduced
MSFT MICROSOFT CORP
$3.02B
7.8%
7,012,465 −1,973,084 −22.0% Reduced
GOOG ALPHABET INC-CL C
$2.14B
5.5%
12,821,010 −3,861,923 −23.1% Reduced
V VISA INC-CLASS A SHARES
$2.00B
5.2%
7,257,741 −739,881 −9.3% Reduced
NOW SERVICENOW INC
$1.99B
5.1%
2,223,744 −259,054 −10.4% Reduced
MA MASTERCARD INC - A
$1.89B
4.9%
3,833,355 −406,640 −9.6% Reduced
TMO THERMO FISHER SCIENTIFIC INC
$1.74B
4.5%
2,806,786 −295,224 −9.5% Reduced
ADBE ADOBE INC
$1.71B
4.4%
3,311,628 +646,442 +24.3% Added
ABT ABBOTT LABORATORIES
$1.59B
4.1%
13,937,610 −1,368,212 −8.9% Reduced
AAPL APPLE INC
$1.57B
4.1%
6,736,143 +6,736,143 New
SHOP SHOPIFY INC - CLASS A
$1.52B
3.9%
18,967,838 +4,245,484 +28.8% Added
ORCL ORACLE CORP
$1.49B
3.9%
8,767,967 +8,767,967 New
ACN ACCENTURE PLC-CL A
$1.38B
3.6%
3,902,146 −431,436 −10.0% Reduced
NFLX NETFLIX INC
$1.35B
3.5%
1,907,867 −211,461 −10.0% Reduced
MSCI MSCI INC
$1.30B
3.4%
2,228,293 +577,843 +35.0% Added
ZTS ZOETIS INC
$1.24B
3.2%
6,366,653 −679,398 −9.6% Reduced
WDAY WORKDAY INC-CLASS A
$1.17B
3.0%
4,802,526 +1,373,625 +40.1% Added
UNH UNITEDHEALTH GROUP INC
$1.17B
3.0%
1,996,422 −252,630 −11.2% Reduced
ABNB AIRBNB INC-CLASS A
$1.16B
3.0%
9,182,584 −990,880 −9.7% Reduced
NVO NOVO-NORDISK A/S-SPONS ADR
$816.2M
2.1%
6,854,659 −593,313 −8.0% Reduced
IT GARTNER INC
$744.6M
1.9%
1,469,390 −181,401 −11.0% Reduced
PAYC PAYCOM SOFTWARE INC
$584.8M
1.5%
3,510,896 +1,274,771 +57.0% Added
LLY ELI LILLY & CO
$434.1M
1.1%
489,955 −57,110 −10.4% Reduced
ICLR ICON PLC
$302.8M
0.8%
1,053,770 −31,292 −2.9% Reduced
AON AON PLC-CLASS A
$270.4M
0.7%
781,489 −40,552 −4.9% Reduced
SAP SAP SE-SPONSORED ADR
$243.9M
0.6%
1,064,415 −190,114 −15.2% Reduced
GOOGL ALPHABET INC-CL A
$211.3M
0.5%
1,274,326 −820,048 −39.2% Reduced
GLOB GLOBANT SA
$125.4M
0.3%
632,979 +155,641 +32.6% Added
MDT MEDTRONIC PLC
$92.1M
0.2%
1,023,029 −26,940 −2.6% Reduced
MELI MERCADOLIBRE INC
$80.1M
0.2%
39,015 +7,975 +25.7% Added
IWF ISHARES RUSSELL 1000 GROWTH
$60.9M
0.2%
162,206 −135,597 −45.5% Reduced
ASML ASML HOLDING NV-NY REG SHS
$56.1M
0.1%
67,283 +16,215 +31.8% Added
ADP AUTOMATIC DATA PROCESSING
$54.8M
0.1%
198,152 −293,795 −59.7% Reduced
HDB HDFC BANK LTD-ADR
$52.5M
0.1%
839,039 −14,389 −1.7% Reduced
TME TENCENT MUSIC ENTERTAINM-ADR
$18.6M
0.0%
1,539,938 +35,131 +2.3% Added
UNILEVER PLC
$16.7M
0.0%
257,804 −242,910 −48.5% Reduced
ONON ON HOLDING AG-CLASS A
$14.8M
0.0%
295,518 +295,518 New
PDD PDD HOLDINGS INC
$12.7M
0.0%
94,050 +39,175 +71.4% Added
EXLS EXLSERVICE HOLDINGS INC
$12.4M
0.0%
325,845 −1,250 −0.4% Reduced
ACWI ISHARES MSCI ACWI ETF
$10.9M
0.0%
91,122 −84,564 −48.1% Reduced
HLI HOULIHAN LOKEY INC
$10.8M
0.0%
68,311 −14,065 −17.1% Reduced
LVS LAS VEGAS SANDS CORP
$10.2M
0.0%
202,934 +6,560 +3.3% Added
RVLV REVOLVE GROUP INC
$10.0M
0.0%
402,820 −109,172 −21.3% Reduced
CRM SALESFORCE INC
$9.8M
0.0%
35,710 −6,678,978 −99.5% Reduced
YUMC YUM CHINA HOLDINGS INC
$9.5M
0.0%
210,855 +9,490 +4.7% Added
GSHD GOOSEHEAD INSURANCE INC -A
$9.5M
0.0%
105,858 −23,195 −18.0% Reduced
HLNE HAMILTON LANE INC-CLASS A
$9.4M
0.0%
55,830 −22,395 −28.6% Reduced
GNRC GENERAC HOLDINGS INC
$9.2M
0.0%
57,902 −13,086 −18.4% Reduced
CCC CCC INTELLIGENT SOLUTIONS HO
$8.8M
0.0%
796,190 −58,001 −6.8% Reduced
CWAN CLEARWATER ANALYTICS HDS-A
$8.6M
0.0%
338,954 −232,883 −40.7% Reduced
DLO DLOCAL LTD
$7.9M
0.0%
987,283 +33,567 +3.5% Added
ELF ELF BEAUTY INC
$7.0M
0.0%
64,126 +64,126 New
WRBY WARBY PARKER INC-CLASS A
$6.8M
0.0%
414,405 −49,448 −10.7% Reduced
CNM CORE & MAIN INC-CLASS A
$6.5M
0.0%
147,407 −11,592 −7.3% Reduced
ALRM ALARM.COM HOLDINGS INC
$6.5M
0.0%
118,324 −9,841 −7.7% Reduced
IVV ISHARES CORE S&P 500 ETF
$6.2M
0.0%
10,746 +10,746 New
PGNY PROGYNY INC
$6.1M
0.0%
362,120 +13,828 +4.0% Added
EEFT EURONET WORLDWIDE INC
$5.9M
0.0%
59,928 −4,783 −7.4% Reduced
VUG VANGUARD MRNGSTAR GR ETF-SUI
$5.3M
0.0%
13,814 +13,814 New
RGEN REPLIGEN CORP
$5.3M
0.0%
35,383 +20,811 +142.8% Added
FSV FIRSTSERVICE CORP
$5.1M
0.0%
28,137 −1,650 −5.5% Reduced
MEDP MEDPACE HOLDINGS INC
$5.0M
0.0%
14,964 −2,377 −13.7% Reduced
KB KB FINANCIAL GROUP INC-ADR
$4.8M
0.0%
78,267 Held
YETI YETI HOLDINGS INC
$4.6M
0.0%
113,236 −7,396 −6.1% Reduced
NSIT INSIGHT ENTERPRISES INC
$4.6M
0.0%
21,357 +21,357 New
OPCH OPTION CARE HEALTH INC
$4.5M
0.0%
144,294 −9,247 −6.0% Reduced
IBP INSTALLED BUILDING PRODUCTS
$4.4M
0.0%
17,963 +4,870 +37.2% Added
EPAM EPAM SYSTEMS INC
$4.1M
0.0%
20,722 −5,053 −19.6% Reduced
PCTY PAYLOCITY HOLDING CORP
$3.8M
0.0%
23,332 +23,332 New
BL BLACKLINE INC
$3.8M
0.0%
69,297 −34,710 −33.4% Reduced
NVEEUSD NV5 GLOBAL INC
$3.8M
0.0%
40,808 +40,808 New
CATH GLOBAL X S&P 500 CA VAL ETF
$3.8M
0.0%
54,750 −1,053 −1.9% Reduced
AIT APPLIED INDUSTRIAL TECH INC
$3.6M
0.0%
16,204 +8,609 +113.4% Added
AAON AAON INC
$3.6M
0.0%
32,928 −1,956 −5.6% Reduced
IWM ISHARES RUSSELL 2000 ETF
$3.0M
0.0%
13,381 +3,493 +35.3% Added
FOXF FOX FACTORY HOLDING CORP
$2.9M
0.0%
68,723 −11,818 −14.7% Reduced
QLYS QUALYS INC
$2.6M
0.0%
20,504 −5,064 −19.8% Reduced
ALGN ALIGN TECHNOLOGY INC
$2.6M
0.0%
10,215 −9,791 −48.9% Reduced
SITE SITEONE LANDSCAPE SUPPLY INC
$2.5M
0.0%
16,293 −818 −4.8% Reduced
ROAD CONSTRUCTION PARTNERS INC-A
$2.4M
0.0%
35,094 +9,520 +37.2% Added
RMBS RAMBUS INC
$2.4M
0.0%
56,150 +56,150 New
LGIH LGI HOMES INC
$2.3M
0.0%
19,430 −673 −3.3% Reduced
ACWX ISHARES MSCI ACWI EX US ETF
$2.3M
0.0%
39,480 +109 +0.3% Added
MKTX MARKETAXESS HOLDINGS INC
$2.2M
0.0%
8,669 +585 +7.2% Added
TECH BIO-TECHNE CORP
$2.2M
0.0%
27,443 −8,014 −22.6% Reduced
DT DYNATRACE INC
$2.1M
0.0%
38,791 −12,292 −24.1% Reduced
ADSK AUTODESK INC
$2.0M
0.0%
7,239 −34,878 −82.8% Reduced
MORN MORNINGSTAR INC
$2.0M
0.0%
6,196 −1,868 −23.2% Reduced
KNSL KINSALE CAPITAL GROUP INC
$1.9M
0.0%
4,181 +1,866 +80.6% Added
AMN AMN HEALTHCARE SERVICES INC
$1.9M
0.0%
44,812 −16,969 −27.5% Reduced
SGOV ISHARES 0-3 MONTH TREASURY B
$1.9M
0.0%
18,526 +8,192 +79.3% Added
AZPN1USD ASPEN TECHNOLOGY INC
$1.8M
0.0%
7,483 −2,370 −24.1% Reduced
BLD* TOPBUILD CORP
$1.7M
0.0%
4,075 +4,075 New
BROS DUTCH BROS INC-CLASS A
$1.4M
0.0%
44,241 +44,241 New
TYL TYLER TECHNOLOGIES INC
$1.4M
0.0%
2,397 −713 −22.9% Reduced
POOL POOL CORP
$1.4M
0.0%
3,672 +187 +5.4% Added
ETSY ETSY INC
$1.4M
0.0%
24,738 −8,187 −24.9% Reduced
NKE NIKE INC -CL B
$1.3M
0.0%
15,237 −8,952,244 −99.8% Reduced
OLLI OLLIE'S BARGAIN OUTLET HOLDI
$1.2M
0.0%
12,608 −192 −1.5% Reduced
TTEK TETRA TECH INC
$1.1M
0.0%
23,124 +19,815 +598.8% Added
CRL CHARLES RIVER LABORATORIES
$1.1M
0.0%
5,504 −211 −3.7% Reduced
SPY SS SPDR S&P 500 ETF TRUST-US
$1.1M
0.0%
1,863 +1,863 New
CALY CALLAWAY GOLF COMPANY
$1.1M
0.0%
95,972 −57,139 −37.3% Reduced
BWMN BOWMAN CONSULTING GROUP LTD
$992K
0.0%
41,186 −4,959 −10.7% Reduced
USHY ISHARES BROAD USD HIGH YIELD
$990K
0.0%
26,300 +26,300 New
SKIL SKILLSOFT CORP
$932K
0.0%
60,108 −13,004 −17.8% Reduced
CPA COPA HOLDINGS SA-CLASS A
$903K
0.0%
9,628 −1,540 −13.8% Reduced
FND FLOOR & DECOR HOLDINGS INC-A
$902K
0.0%
7,266 −369 −4.8% Reduced
KSPI JSC KASPI.KZ ADR
$887K
0.0%
8,371 −1,315 −13.6% Reduced
BAH BOOZ ALLEN HAMILTON HOLDINGS
$769K
0.0%
4,722 +4,722 New
PYPL PAYPAL HOLDINGS INC
$688K
0.0%
8,813 −3,957 −31.0% Reduced
NTES NETEASE INC-ADR
$493K
0.0%
5,268 +1,268 +31.7% Added
VT VANGUARD TOT WORLD STK ETF
$481K
0.0%
4,018 +4,018 New
BIL SS SPDR BB 1-3M T-BILL ETF
$466K
0.0%
5,072 −86,820 −94.5% Reduced
FIVE FIVE BELOW
$442K
0.0%
5,004 −15,780 −75.9% Reduced
KARO KAROOOOO LTD
$421K
0.0%
10,634 +10,634 New
TREX TREX COMPANY INC
$345K
0.0%
5,189 −190 −3.5% Reduced
DAVA ENDAVA PLC- SPON ADR
$250K
0.0%
9,776 −9,154 −48.4% Reduced

Sold positions

9 closed in Q3 2024 · shares & value as of prior filing
Holding Shares sold Prior value
ALITEUR ALIGHT INC - CLASS A
1,008,705 $7.4M
SITM SITIME CORP
46,054 $5.7M
APPF APPFOLIO INC - A
17,855 $4.4M
VONG VANGUARD RUSSELL 1000 GROWTH
34,536 $3.2M
DOCS DOXIMITY INC-CLASS A
105,500 $3.0M
RH RH
8,283 $2.0M
MPWR MONOLITHIC POWER SYSTEMS INC
2,442 $2.0M
FCX FREEPORT-MCMORAN INC
10,419 $506K
META META PLATFORMS INC-CLASS A
808 $407K

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.