whalepapers
Overview/ Polen Capital Management LLC/ Q4 2024

Polen Capital Management LLC

CIK 0001034524 · As of Q4 2024 · filed Feb 10, 2025

Q4 2024

Holdings

124 positions · Δ vs prior quarter
AMZN AMAZON.COM INC
$4.29B
11.6%
19,546,612 −6,198,245 −24.1% Reduced
MSFT MICROSOFT CORP
$2.70B
7.3%
6,410,882 −601,583 −8.6% Reduced
GOOG ALPHABET INC-CL C
$2.11B
5.7%
11,076,271 −1,744,739 −13.6% Reduced
V VISA INC-CLASS A SHARES
$2.08B
5.6%
6,578,733 −679,008 −9.4% Reduced
MA MASTERCARD INC - A
$1.84B
5.0%
3,492,466 −340,889 −8.9% Reduced
SHOP SHOPIFY INC - CLASS A
$1.82B
4.9%
17,079,480 −1,888,358 −10.0% Reduced
ORCL ORACLE CORP
$1.79B
4.8%
10,723,731 +1,955,764 +22.3% Added
NOW SERVICENOW INC
$1.73B
4.7%
1,634,595 −589,149 −26.5% Reduced
AAPL APPLE INC
$1.54B
4.2%
6,169,513 −566,630 −8.4% Reduced
NFLX NETFLIX INC
$1.54B
4.2%
1,727,862 −180,005 −9.4% Reduced
ABT ABBOTT LABORATORIES
$1.44B
3.9%
12,688,363 −1,249,247 −9.0% Reduced
ADBE ADOBE INC
$1.34B
3.6%
3,015,574 −296,054 −8.9% Reduced
TMO THERMO FISHER SCIENTIFIC INC
$1.28B
3.5%
2,461,195 −345,591 −12.3% Reduced
ACN ACCENTURE PLC-CL A
$1.24B
3.4%
3,526,610 −375,536 −9.6% Reduced
MSCI MSCI INC
$1.22B
3.3%
2,032,238 −196,055 −8.8% Reduced
ZTS ZOETIS INC
$1.22B
3.3%
7,483,194 +1,116,541 +17.5% Added
WDAY WORKDAY INC-CLASS A
$1.11B
3.0%
4,287,623 −514,903 −10.7% Reduced
ABNB AIRBNB INC-CLASS A
$1.08B
2.9%
8,216,914 −965,670 −10.5% Reduced
LLY ELI LILLY & CO
$1.00B
2.7%
1,295,389 +805,434 +164.4% Added
PAYC PAYCOM SOFTWARE INC
$650.1M
1.8%
3,171,660 −339,236 −9.7% Reduced
UNH UNITEDHEALTH GROUP INC
$569.4M
1.5%
1,125,593 −870,829 −43.6% Reduced
NVO NOVO-NORDISK A/S-SPONS ADR
$551.0M
1.5%
6,405,748 −448,911 −6.5% Reduced
CSGP COSTAR GROUP INC
$465.1M
1.3%
6,497,188 +6,497,188 New
IT GARTNER INC
$437.3M
1.2%
902,690 −566,700 −38.6% Reduced
AON AON PLC-CLASS A
$258.4M
0.7%
719,322 −62,167 −8.0% Reduced
SAP SAP SE-SPONSORED ADR
$246.2M
0.7%
999,944 −64,471 −6.1% Reduced
GOOGL ALPHABET INC-CL A
$232.9M
0.6%
1,230,197 −44,129 −3.5% Reduced
IWF ISHARES RUSSELL 1000 GROWTH
$202.2M
0.5%
503,619 +341,413 +210.5% Added
ICLR ICON PLC
$149.2M
0.4%
711,510 −342,260 −32.5% Reduced
GLOB GLOBANT SA
$136.1M
0.4%
634,524 +1,545 +0.2% Added
MDT MEDTRONIC PLC
$62.5M
0.2%
782,478 −240,551 −23.5% Reduced
MELI MERCADOLIBRE INC
$62.2M
0.2%
36,595 −2,420 −6.2% Reduced
ADP AUTOMATIC DATA PROCESSING
$52.6M
0.1%
179,749 −18,403 −9.3% Reduced
HDB HDFC BANK LTD-ADR
$49.5M
0.1%
774,580 −64,459 −7.7% Reduced
ASML ASML HOLDING NV-NY REG SHS
$43.1M
0.1%
62,141 −5,142 −7.6% Reduced
WTW WILLIS TOWERS WATSON PLC
$40.3M
0.1%
128,586 +128,586 New
ACWI ISHARES MSCI ACWI ETF
$37.3M
0.1%
317,801 +226,679 +248.8% Added
SPOT SPOTIFY TECHNOLOGY SA
$27.2M
0.1%
60,861 +60,861 New
NU NU HOLDINGS LTD/CAYMAN ISL-A
$23.2M
0.1%
2,243,471 +2,243,471 New
ACWX ISHARES MSCI ACWI EX US ETF
$19.8M
0.1%
380,271 +340,791 +863.2% Added
VUG VANGUARD MRNGSTAR GR ETF-SUI
$16.0M
0.0%
39,046 +25,232 +182.7% Added
ONON ON HOLDING AG-CLASS A
$15.2M
0.0%
278,383 −17,135 −5.8% Reduced
EXLS EXLSERVICE HOLDINGS INC
$14.2M
0.0%
319,490 −6,355 −2.0% Reduced
UNILEVER PLC
$13.8M
0.0%
244,122 −13,682 −5.3% Reduced
MNDY MONDAY.COM LTD
$12.5M
0.0%
53,186 +53,186 New
TME TENCENT MUSIC ENTERTAINM-ADR
$12.0M
0.0%
1,059,587 −480,351 −31.2% Reduced
RVLV REVOLVE GROUP INC
$10.2M
0.0%
304,529 −98,291 −24.4% Reduced
GSHD GOOSEHEAD INSURANCE INC -A
$9.0M
0.0%
84,310 −21,548 −20.4% Reduced
CCC CCC INTELLIGENT SOLUTIONS HO
$8.9M
0.0%
762,304 −33,886 −4.3% Reduced
HLNE HAMILTON LANE INC-CLASS A
$8.2M
0.0%
55,644 −186 −0.3% Reduced
LVS LAS VEGAS SANDS CORP
$7.9M
0.0%
154,724 −48,210 −23.8% Reduced
WRBY WARBY PARKER INC-CLASS A
$7.7M
0.0%
319,822 −94,583 −22.8% Reduced
ELF ELF BEAUTY INC
$7.7M
0.0%
61,473 −2,653 −4.1% Reduced
DLO DLOCAL LTD
$7.1M
0.0%
627,360 −359,923 −36.5% Reduced
CNM CORE & MAIN INC-CLASS A
$6.9M
0.0%
135,737 −11,670 −7.9% Reduced
GNRC GENERAC HOLDINGS INC
$6.9M
0.0%
44,416 −13,486 −23.3% Reduced
CRM SALESFORCE INC
$6.5M
0.0%
19,582 −16,128 −45.2% Reduced
PDD PDD HOLDINGS INC
$6.5M
0.0%
67,092 −26,958 −28.7% Reduced
NSIT INSIGHT ENTERPRISES INC
$6.3M
0.0%
41,431 +20,074 +94.0% Added
HLI HOULIHAN LOKEY INC
$6.3M
0.0%
35,999 −32,312 −47.3% Reduced
FSV FIRSTSERVICE CORP
$5.9M
0.0%
32,771 +4,634 +16.5% Added
RGEN REPLIGEN CORP
$5.8M
0.0%
40,556 +5,173 +14.6% Added
PCTY PAYLOCITY HOLDING CORP
$5.7M
0.0%
28,689 +5,357 +23.0% Added
SPY SS SPDR S&P 500 ETF TRUST-US
$5.6M
0.0%
9,539 +7,676 +412.0% Added
BROS DUTCH BROS INC-CLASS A
$5.5M
0.0%
105,023 +60,782 +137.4% Added
MEDP MEDPACE HOLDINGS INC
$5.4M
0.0%
16,223 +1,259 +8.4% Added
RMBS RAMBUS INC
$5.2M
0.0%
99,259 +43,109 +76.8% Added
PGNY PROGYNY INC
$4.5M
0.0%
260,708 −101,412 −28.0% Reduced
AIT APPLIED INDUSTRIAL TECH INC
$4.4M
0.0%
18,556 +2,352 +14.5% Added
WSC WILLSCOT HOLDINGS CORP
$4.2M
0.0%
125,024 +125,024 New
YUMC YUM CHINA HOLDINGS INC
$4.1M
0.0%
85,998 −124,857 −59.2% Reduced
TREX TREX COMPANY INC
$3.9M
0.0%
56,268 +51,079 +984.4% Added
CWAN CLEARWATER ANALYTICS HDS-A
$3.9M
0.0%
140,029 −198,925 −58.7% Reduced
BL BLACKLINE INC
$3.8M
0.0%
62,791 −6,506 −9.4% Reduced
YETI YETI HOLDINGS INC
$3.8M
0.0%
98,057 −15,179 −13.4% Reduced
AAON AAON INC
$3.7M
0.0%
31,557 −1,371 −4.2% Reduced
CATH GLOBAL X S&P 500 CA VAL ETF
$3.4M
0.0%
47,625 −7,125 −13.0% Reduced
SITE SITEONE LANDSCAPE SUPPLY INC
$3.2M
0.0%
24,140 +7,847 +48.2% Added
VT VANGUARD TOT WORLD STK ETF
$3.1M
0.0%
26,794 +22,776 +566.8% Added
EPAM EPAM SYSTEMS INC
$3.1M
0.0%
13,454 −7,268 −35.1% Reduced
ROAD CONSTRUCTION PARTNERS INC-A
$2.8M
0.0%
32,009 −3,085 −8.8% Reduced
FN FABRINET
$2.8M
0.0%
12,605 +12,605 New
IBP INSTALLED BUILDING PRODUCTS
$2.8M
0.0%
15,752 −2,211 −12.3% Reduced
BDC BELDEN INC
$2.7M
0.0%
24,182 +24,182 New
QLYS QUALYS INC
$2.6M
0.0%
18,701 −1,803 −8.8% Reduced
IWM ISHARES RUSSELL 2000 ETF
$2.2M
0.0%
10,007 −3,374 −25.2% Reduced
KNSL KINSALE CAPITAL GROUP INC
$2.1M
0.0%
4,517 +336 +8.0% Added
POOL POOL CORP
$2.0M
0.0%
5,962 +2,290 +62.4% Added
TTEK TETRA TECH INC
$1.7M
0.0%
43,162 +20,038 +86.7% Added
BLD* TOPBUILD CORP
$1.6M
0.0%
5,220 +1,145 +28.1% Added
DT DYNATRACE INC
$1.6M
0.0%
29,021 −9,770 −25.2% Reduced
ADSK AUTODESK INC
$1.5M
0.0%
5,174 −2,065 −28.5% Reduced
TECH BIO-TECHNE CORP
$1.5M
0.0%
20,760 −6,683 −24.4% Reduced
LGIH LGI HOMES INC
$1.4M
0.0%
16,100 −3,330 −17.1% Reduced
OLLI OLLIE'S BARGAIN OUTLET HOLDI
$1.4M
0.0%
12,603 −5 −0.0% Reduced
SKIL SKILLSOFT CORP
$1.4M
0.0%
57,172 −2,936 −4.9% Reduced
MORN MORNINGSTAR INC
$1.3M
0.0%
3,906 −2,290 −37.0% Reduced
ALRM ALARM.COM HOLDINGS INC
$1.3M
0.0%
21,461 −96,863 −81.9% Reduced
FOXF FOX FACTORY HOLDING CORP
$1.2M
0.0%
41,273 −27,450 −39.9% Reduced
BAH BOOZ ALLEN HAMILTON HOLDINGS
$1.1M
0.0%
8,900 +4,178 +88.5% Added
CIGI COLLIERS INTL GR-SUBORD VOT
$1.1M
0.0%
8,226 +8,226 New
ENTG ENTEGRIS INC
$1.1M
0.0%
11,026 +11,026 New
NKE NIKE INC -CL B
$1.0M
0.0%
13,607 −1,630 −10.7% Reduced
BSY BENTLEY SYSTEMS INC-CLASS B
$1000K
0.0%
21,407 +21,407 New
MKTX MARKETAXESS HOLDINGS INC
$985K
0.0%
4,357 −4,312 −49.7% Reduced
FND FLOOR & DECOR HOLDINGS INC-A
$977K
0.0%
9,800 +2,534 +34.9% Added
BWMN BOWMAN CONSULTING GROUP LTD
$972K
0.0%
38,968 −2,218 −5.4% Reduced
USHY ISHARES BROAD USD HIGH YIELD
$968K
0.0%
26,300 Held
ALGN ALIGN TECHNOLOGY INC
$939K
0.0%
4,504 −5,711 −55.9% Reduced
AMN AMN HEALTHCARE SERVICES INC
$912K
0.0%
38,142 −6,670 −14.9% Reduced
KB KB FINANCIAL GROUP INC-ADR
$827K
0.0%
14,529 −63,738 −81.4% Reduced
ETSY ETSY INC
$795K
0.0%
15,037 −9,701 −39.2% Reduced
CRL CHARLES RIVER LABORATORIES
$784K
0.0%
4,248 −1,256 −22.8% Reduced
IOO ISHARES GLOBAL 100 ETF
$676K
0.0%
6,708 +6,708 New
CALY CALLAWAY GOLF COMPANY
$656K
0.0%
83,466 −12,506 −13.0% Reduced
P EVERPURE INC-A
$654K
0.0%
10,643 +10,643 New
CPA COPA HOLDINGS SA-CLASS A
$641K
0.0%
7,293 −2,335 −24.3% Reduced
PYPL PAYPAL HOLDINGS INC
$635K
0.0%
7,441 −1,372 −15.6% Reduced
KARO KAROOOOO LTD
$599K
0.0%
13,273 +2,639 +24.8% Added
SGOV ISHARES 0-3 MONTH TREASURY B
$559K
0.0%
5,569 −12,957 −69.9% Reduced
NTES NETEASE INC-ADR
$421K
0.0%
4,719 −549 −10.4% Reduced
KSPI JSC KASPI.KZ ADR
$294K
0.0%
3,105 −5,266 −62.9% Reduced
CLBT CELLEBRITE DI LTD
$222K
0.0%
10,095 +10,095 New
FERG FERGUSON ENTERPRISES INC
$215K
0.0%
1,238 +1,238 New

Sold positions

9 closed in Q4 2024 · shares & value as of prior filing
Holding Shares sold Prior value
IVV ISHARES CORE S&P 500 ETF
10,746 $6.2M
EEFT EURONET WORLDWIDE INC
59,928 $5.9M
OPCH OPTION CARE HEALTH INC
144,294 $4.5M
NVEEUSD NV5 GLOBAL INC
40,808 $3.8M
AZPN1USD ASPEN TECHNOLOGY INC
7,483 $1.8M
TYL TYLER TECHNOLOGIES INC
2,397 $1.4M
BIL SS SPDR BB 1-3M T-BILL ETF
5,072 $466K
FIVE FIVE BELOW
5,004 $442K
DAVA ENDAVA PLC- SPON ADR
9,776 $250K

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.