Polen Capital Management LLC
CIK 0001034524 · As of Q4 2024 · filed Feb 10, 2025
| AMZN AMAZON.COM INC | 11.6% | Reduced −24.1% | 19,546,612 | $4.29B |
| MSFT MICROSOFT CORP | 7.3% | Reduced −8.6% | 6,410,882 | $2.70B |
| GOOG ALPHABET INC-CL C | 5.7% | Reduced −13.6% | 11,076,271 | $2.11B |
| V VISA INC-CLASS A SHARES | 5.6% | Reduced −9.4% | 6,578,733 | $2.08B |
| MA MASTERCARD INC - A | 5.0% | Reduced −8.9% | 3,492,466 | $1.84B |
| SHOP SHOPIFY INC - CLASS A | 4.9% | Reduced −10.0% | 17,079,480 | $1.82B |
| ORCL ORACLE CORP | 4.8% | Added +22.3% | 10,723,731 | $1.79B |
| NOW SERVICENOW INC | 4.7% | Reduced −26.5% | 1,634,595 | $1.73B |
| AAPL APPLE INC | 4.2% | Reduced −8.4% | 6,169,513 | $1.54B |
| NFLX NETFLIX INC | 4.2% | Reduced −9.4% | 1,727,862 | $1.54B |
| ABT ABBOTT LABORATORIES | 3.9% | Reduced −9.0% | 12,688,363 | $1.44B |
| ADBE ADOBE INC | 3.6% | Reduced −8.9% | 3,015,574 | $1.34B |
| TMO THERMO FISHER SCIENTIFIC INC | 3.5% | Reduced −12.3% | 2,461,195 | $1.28B |
| ACN ACCENTURE PLC-CL A | 3.4% | Reduced −9.6% | 3,526,610 | $1.24B |
| MSCI MSCI INC | 3.3% | Reduced −8.8% | 2,032,238 | $1.22B |
| ZTS ZOETIS INC | 3.3% | Added +17.5% | 7,483,194 | $1.22B |
| WDAY WORKDAY INC-CLASS A | 3.0% | Reduced −10.7% | 4,287,623 | $1.11B |
| ABNB AIRBNB INC-CLASS A | 2.9% | Reduced −10.5% | 8,216,914 | $1.08B |
| LLY ELI LILLY & CO | 2.7% | Added +164.4% | 1,295,389 | $1.00B |
| PAYC PAYCOM SOFTWARE INC | 1.8% | Reduced −9.7% | 3,171,660 | $650.1M |
| UNH UNITEDHEALTH GROUP INC | 1.5% | Reduced −43.6% | 1,125,593 | $569.4M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 1.5% | Reduced −6.5% | 6,405,748 | $551.0M |
| CSGP COSTAR GROUP INC | 1.3% | New | 6,497,188 | $465.1M |
| IT GARTNER INC | 1.2% | Reduced −38.6% | 902,690 | $437.3M |
| AON AON PLC-CLASS A | 0.7% | Reduced −8.0% | 719,322 | $258.4M |
| SAP SAP SE-SPONSORED ADR | 0.7% | Reduced −6.1% | 999,944 | $246.2M |
| GOOGL ALPHABET INC-CL A | 0.6% | Reduced −3.5% | 1,230,197 | $232.9M |
| IWF ISHARES RUSSELL 1000 GROWTH | 0.5% | Added +210.5% | 503,619 | $202.2M |
| ICLR ICON PLC | 0.4% | Reduced −32.5% | 711,510 | $149.2M |
| GLOB GLOBANT SA | 0.4% | Added +0.2% | 634,524 | $136.1M |
| MDT MEDTRONIC PLC | 0.2% | Reduced −23.5% | 782,478 | $62.5M |
| MELI MERCADOLIBRE INC | 0.2% | Reduced −6.2% | 36,595 | $62.2M |
| ADP AUTOMATIC DATA PROCESSING | 0.1% | Reduced −9.3% | 179,749 | $52.6M |
| HDB HDFC BANK LTD-ADR | 0.1% | Reduced −7.7% | 774,580 | $49.5M |
| ASML ASML HOLDING NV-NY REG SHS | 0.1% | Reduced −7.6% | 62,141 | $43.1M |
| WTW WILLIS TOWERS WATSON PLC | 0.1% | New | 128,586 | $40.3M |
| ACWI ISHARES MSCI ACWI ETF | 0.1% | Added +248.8% | 317,801 | $37.3M |
| SPOT SPOTIFY TECHNOLOGY SA | 0.1% | New | 60,861 | $27.2M |
| NU NU HOLDINGS LTD/CAYMAN ISL-A | 0.1% | New | 2,243,471 | $23.2M |
| ACWX ISHARES MSCI ACWI EX US ETF | 0.1% | Added +863.2% | 380,271 | $19.8M |
| VUG VANGUARD MRNGSTAR GR ETF-SUI | 0.0% | Added +182.7% | 39,046 | $16.0M |
| ONON ON HOLDING AG-CLASS A | 0.0% | Reduced −5.8% | 278,383 | $15.2M |
| EXLS EXLSERVICE HOLDINGS INC | 0.0% | Reduced −2.0% | 319,490 | $14.2M |
| UNILEVER PLC | 0.0% | Reduced −5.3% | 244,122 | $13.8M |
| MNDY MONDAY.COM LTD | 0.0% | New | 53,186 | $12.5M |
| TME TENCENT MUSIC ENTERTAINM-ADR | 0.0% | Reduced −31.2% | 1,059,587 | $12.0M |
| RVLV REVOLVE GROUP INC | 0.0% | Reduced −24.4% | 304,529 | $10.2M |
| GSHD GOOSEHEAD INSURANCE INC -A | 0.0% | Reduced −20.4% | 84,310 | $9.0M |
| CCC CCC INTELLIGENT SOLUTIONS HO | 0.0% | Reduced −4.3% | 762,304 | $8.9M |
| HLNE HAMILTON LANE INC-CLASS A | 0.0% | Reduced −0.3% | 55,644 | $8.2M |
| LVS LAS VEGAS SANDS CORP | 0.0% | Reduced −23.8% | 154,724 | $7.9M |
| WRBY WARBY PARKER INC-CLASS A | 0.0% | Reduced −22.8% | 319,822 | $7.7M |
| ELF ELF BEAUTY INC | 0.0% | Reduced −4.1% | 61,473 | $7.7M |
| DLO DLOCAL LTD | 0.0% | Reduced −36.5% | 627,360 | $7.1M |
| CNM CORE & MAIN INC-CLASS A | 0.0% | Reduced −7.9% | 135,737 | $6.9M |
| GNRC GENERAC HOLDINGS INC | 0.0% | Reduced −23.3% | 44,416 | $6.9M |
| CRM SALESFORCE INC | 0.0% | Reduced −45.2% | 19,582 | $6.5M |
| PDD PDD HOLDINGS INC | 0.0% | Reduced −28.7% | 67,092 | $6.5M |
| NSIT INSIGHT ENTERPRISES INC | 0.0% | Added +94.0% | 41,431 | $6.3M |
| HLI HOULIHAN LOKEY INC | 0.0% | Reduced −47.3% | 35,999 | $6.3M |
| FSV FIRSTSERVICE CORP | 0.0% | Added +16.5% | 32,771 | $5.9M |
| RGEN REPLIGEN CORP | 0.0% | Added +14.6% | 40,556 | $5.8M |
| PCTY PAYLOCITY HOLDING CORP | 0.0% | Added +23.0% | 28,689 | $5.7M |
| SPY SS SPDR S&P 500 ETF TRUST-US | 0.0% | Added +412.0% | 9,539 | $5.6M |
| BROS DUTCH BROS INC-CLASS A | 0.0% | Added +137.4% | 105,023 | $5.5M |
| MEDP MEDPACE HOLDINGS INC | 0.0% | Added +8.4% | 16,223 | $5.4M |
| RMBS RAMBUS INC | 0.0% | Added +76.8% | 99,259 | $5.2M |
| PGNY PROGYNY INC | 0.0% | Reduced −28.0% | 260,708 | $4.5M |
| AIT APPLIED INDUSTRIAL TECH INC | 0.0% | Added +14.5% | 18,556 | $4.4M |
| WSC WILLSCOT HOLDINGS CORP | 0.0% | New | 125,024 | $4.2M |
| YUMC YUM CHINA HOLDINGS INC | 0.0% | Reduced −59.2% | 85,998 | $4.1M |
| TREX TREX COMPANY INC | 0.0% | Added +984.4% | 56,268 | $3.9M |
| CWAN CLEARWATER ANALYTICS HDS-A | 0.0% | Reduced −58.7% | 140,029 | $3.9M |
| BL BLACKLINE INC | 0.0% | Reduced −9.4% | 62,791 | $3.8M |
| YETI YETI HOLDINGS INC | 0.0% | Reduced −13.4% | 98,057 | $3.8M |
| AAON AAON INC | 0.0% | Reduced −4.2% | 31,557 | $3.7M |
| CATH GLOBAL X S&P 500 CA VAL ETF | 0.0% | Reduced −13.0% | 47,625 | $3.4M |
| SITE SITEONE LANDSCAPE SUPPLY INC | 0.0% | Added +48.2% | 24,140 | $3.2M |
| VT VANGUARD TOT WORLD STK ETF | 0.0% | Added +566.8% | 26,794 | $3.1M |
| EPAM EPAM SYSTEMS INC | 0.0% | Reduced −35.1% | 13,454 | $3.1M |
| ROAD CONSTRUCTION PARTNERS INC-A | 0.0% | Reduced −8.8% | 32,009 | $2.8M |
| FN FABRINET | 0.0% | New | 12,605 | $2.8M |
| IBP INSTALLED BUILDING PRODUCTS | 0.0% | Reduced −12.3% | 15,752 | $2.8M |
| BDC BELDEN INC | 0.0% | New | 24,182 | $2.7M |
| QLYS QUALYS INC | 0.0% | Reduced −8.8% | 18,701 | $2.6M |
| IWM ISHARES RUSSELL 2000 ETF | 0.0% | Reduced −25.2% | 10,007 | $2.2M |
| KNSL KINSALE CAPITAL GROUP INC | 0.0% | Added +8.0% | 4,517 | $2.1M |
| POOL POOL CORP | 0.0% | Added +62.4% | 5,962 | $2.0M |
| TTEK TETRA TECH INC | 0.0% | Added +86.7% | 43,162 | $1.7M |
| BLD* TOPBUILD CORP | 0.0% | Added +28.1% | 5,220 | $1.6M |
| DT DYNATRACE INC | 0.0% | Reduced −25.2% | 29,021 | $1.6M |
| ADSK AUTODESK INC | 0.0% | Reduced −28.5% | 5,174 | $1.5M |
| TECH BIO-TECHNE CORP | 0.0% | Reduced −24.4% | 20,760 | $1.5M |
| LGIH LGI HOMES INC | 0.0% | Reduced −17.1% | 16,100 | $1.4M |
| OLLI OLLIE'S BARGAIN OUTLET HOLDI | 0.0% | Reduced −0.0% | 12,603 | $1.4M |
| SKIL SKILLSOFT CORP | 0.0% | Reduced −4.9% | 57,172 | $1.4M |
| MORN MORNINGSTAR INC | 0.0% | Reduced −37.0% | 3,906 | $1.3M |
| ALRM ALARM.COM HOLDINGS INC | 0.0% | Reduced −81.9% | 21,461 | $1.3M |
| FOXF FOX FACTORY HOLDING CORP | 0.0% | Reduced −39.9% | 41,273 | $1.2M |
| BAH BOOZ ALLEN HAMILTON HOLDINGS | 0.0% | Added +88.5% | 8,900 | $1.1M |
| CIGI COLLIERS INTL GR-SUBORD VOT | 0.0% | New | 8,226 | $1.1M |
| ENTG ENTEGRIS INC | 0.0% | New | 11,026 | $1.1M |
| NKE NIKE INC -CL B | 0.0% | Reduced −10.7% | 13,607 | $1.0M |
| BSY BENTLEY SYSTEMS INC-CLASS B | 0.0% | New | 21,407 | $1000K |
| MKTX MARKETAXESS HOLDINGS INC | 0.0% | Reduced −49.7% | 4,357 | $985K |
| FND FLOOR & DECOR HOLDINGS INC-A | 0.0% | Added +34.9% | 9,800 | $977K |
| BWMN BOWMAN CONSULTING GROUP LTD | 0.0% | Reduced −5.4% | 38,968 | $972K |
| USHY ISHARES BROAD USD HIGH YIELD | 0.0% | Held | 26,300 | $968K |
| ALGN ALIGN TECHNOLOGY INC | 0.0% | Reduced −55.9% | 4,504 | $939K |
| AMN AMN HEALTHCARE SERVICES INC | 0.0% | Reduced −14.9% | 38,142 | $912K |
| KB KB FINANCIAL GROUP INC-ADR | 0.0% | Reduced −81.4% | 14,529 | $827K |
| ETSY ETSY INC | 0.0% | Reduced −39.2% | 15,037 | $795K |
| CRL CHARLES RIVER LABORATORIES | 0.0% | Reduced −22.8% | 4,248 | $784K |
| IOO ISHARES GLOBAL 100 ETF | 0.0% | New | 6,708 | $676K |
| CALY CALLAWAY GOLF COMPANY | 0.0% | Reduced −13.0% | 83,466 | $656K |
| P EVERPURE INC-A | 0.0% | New | 10,643 | $654K |
| CPA COPA HOLDINGS SA-CLASS A | 0.0% | Reduced −24.3% | 7,293 | $641K |
| PYPL PAYPAL HOLDINGS INC | 0.0% | Reduced −15.6% | 7,441 | $635K |
| KARO KAROOOOO LTD | 0.0% | Added +24.8% | 13,273 | $599K |
| SGOV ISHARES 0-3 MONTH TREASURY B | 0.0% | Reduced −69.9% | 5,569 | $559K |
| NTES NETEASE INC-ADR | 0.0% | Reduced −10.4% | 4,719 | $421K |
| KSPI JSC KASPI.KZ ADR | 0.0% | Reduced −62.9% | 3,105 | $294K |
| CLBT CELLEBRITE DI LTD | 0.0% | New | 10,095 | $222K |
| FERG FERGUSON ENTERPRISES INC | 0.0% | New | 1,238 | $215K |
Sold positions
| 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.