Polen Capital Management as of Sept. 30, 2024
Portfolio Holdings for Polen Capital Management
Polen Capital Management holds 118 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 12.4 | $4.8B | 26M | 186.33 | |
| Microsoft Corporation (MSFT) | 7.8 | $3.0B | 7.0M | 430.30 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.5 | $2.1B | 13M | 167.19 | |
| Visa Com Cl A (V) | 5.2 | $2.0B | 7.3M | 274.95 | |
| Servicenow (NOW) | 5.1 | $2.0B | 2.2M | 894.39 | |
| Mastercard Incorporated Cl A (MA) | 4.9 | $1.9B | 3.8M | 493.80 | |
| Thermo Fisher Scientific (TMO) | 4.5 | $1.7B | 2.8M | 618.57 | |
| Adobe Systems Incorporated (ADBE) | 4.4 | $1.7B | 3.3M | 517.78 | |
| Abbott Laboratories (ABT) | 4.1 | $1.6B | 14M | 114.01 | |
| Apple (AAPL) | 4.1 | $1.6B | 6.7M | 233.00 | |
| Shopify Cl A (SHOP) | 3.9 | $1.5B | 19M | 80.14 | |
| Oracle Corporation (ORCL) | 3.9 | $1.5B | 8.8M | 170.40 | |
| Accenture Plc Ireland Shs Class A (ACN) | 3.6 | $1.4B | 3.9M | 353.48 | |
| Netflix (NFLX) | 3.5 | $1.4B | 1.9M | 709.27 | |
| Msci (MSCI) | 3.4 | $1.3B | 2.2M | 582.93 | |
| Zoetis Cl A (ZTS) | 3.2 | $1.2B | 6.4M | 195.38 | |
| Workday Cl A (WDAY) | 3.0 | $1.2B | 4.8M | 244.41 | |
| UnitedHealth (UNH) | 3.0 | $1.2B | 2.0M | 584.68 | |
| Airbnb Com Cl A (ABNB) | 3.0 | $1.2B | 9.2M | 126.81 | |
| Novo-nordisk A S Adr (NVO) | 2.1 | $816M | 6.9M | 119.07 | |
| Gartner (IT) | 1.9 | $745M | 1.5M | 506.76 | |
| Paycom Software (PAYC) | 1.5 | $585M | 3.5M | 166.57 | |
| Eli Lilly & Co. (LLY) | 1.1 | $434M | 490k | 885.94 | |
| Icon SHS (ICLR) | 0.8 | $303M | 1.1M | 287.31 | |
| Aon Shs Cl A (AON) | 0.7 | $270M | 782k | 345.99 | |
| Sap Se Spon Adr (SAP) | 0.6 | $244M | 1.1M | 229.10 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $211M | 1.3M | 165.85 | |
| Globant S A (GLOB) | 0.3 | $125M | 633k | 198.14 | |
| Medtronic SHS (MDT) | 0.2 | $92M | 1.0M | 90.03 | |
| MercadoLibre (MELI) | 0.2 | $80M | 39k | 2051.97 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $61M | 162k | 375.38 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $56M | 67k | 833.24 | |
| Automatic Data Processing (ADP) | 0.1 | $55M | 198k | 276.73 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $53M | 839k | 62.56 | |
| Tencent Music Entmt Group Spon Ads (TME) | 0.0 | $19M | 1.5M | 12.05 | |
| Unilever Spon Adr New (UL) | 0.0 | $17M | 258k | 64.96 | |
| On Hldg Namen Akt A (ONON) | 0.0 | $15M | 296k | 50.15 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.0 | $13M | 94k | 134.81 | |
| ExlService Holdings (EXLS) | 0.0 | $12M | 326k | 38.15 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $11M | 91k | 119.55 | |
| Houlihan Lokey Cl A (HLI) | 0.0 | $11M | 68k | 158.02 | |
| Las Vegas Sands (LVS) | 0.0 | $10M | 203k | 50.34 | |
| Revolve Group Cl A (RVLV) | 0.0 | $10M | 403k | 24.78 | |
| salesforce (CRM) | 0.0 | $9.8M | 36k | 273.71 | |
| Yum China Holdings (YUMC) | 0.0 | $9.5M | 211k | 45.02 | |
| Goosehead Ins Com Cl A (GSHD) | 0.0 | $9.5M | 106k | 89.30 | |
| Hamilton Lane Cl A (HLNE) | 0.0 | $9.4M | 56k | 168.39 | |
| Generac Holdings (GNRC) | 0.0 | $9.2M | 58k | 158.88 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 0.0 | $8.8M | 796k | 11.05 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 0.0 | $8.6M | 339k | 25.25 | |
| Dlocal Class A Com (DLO) | 0.0 | $7.9M | 987k | 8.00 | |
| Elf Beauty (ELF) | 0.0 | $7.0M | 64k | 109.03 | |
| Warby Parker Cl A Com (WRBY) | 0.0 | $6.8M | 414k | 16.33 | |
| Core & Main Cl A (CNM) | 0.0 | $6.5M | 147k | 44.40 | |
| Alarm Com Hldgs (ALRM) | 0.0 | $6.5M | 118k | 54.67 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $6.2M | 11k | 576.82 | |
| Progyny (PGNY) | 0.0 | $6.1M | 362k | 16.76 | |
| Euronet Worldwide (EEFT) | 0.0 | $5.9M | 60k | 99.23 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $5.3M | 14k | 383.93 | |
| Repligen Corporation (RGEN) | 0.0 | $5.3M | 35k | 148.82 | |
| Firstservice Corp (FSV) | 0.0 | $5.1M | 28k | 182.46 | |
| Medpace Hldgs (MEDP) | 0.0 | $5.0M | 15k | 333.81 | |
| Kb Finl Group Sponsored Adr (KB) | 0.0 | $4.8M | 78k | 61.75 | |
| Yeti Hldgs (YETI) | 0.0 | $4.6M | 113k | 41.03 | |
| Insight Enterprises (NSIT) | 0.0 | $4.6M | 21k | 215.39 | |
| Option Care Health Com New (OPCH) | 0.0 | $4.5M | 144k | 31.30 | |
| Installed Bldg Prods (IBP) | 0.0 | $4.4M | 18k | 246.27 | |
| Epam Systems (EPAM) | 0.0 | $4.1M | 21k | 199.03 | |
| Paylocity Holding Corporation (PCTY) | 0.0 | $3.8M | 23k | 164.97 | |
| Blackline (BL) | 0.0 | $3.8M | 69k | 55.14 | |
| Nv5 Holding (NVEE) | 0.0 | $3.8M | 41k | 93.48 | |
| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $3.8M | 55k | 69.39 | |
| Applied Industrial Technologies (AIT) | 0.0 | $3.6M | 16k | 223.13 | |
| Aaon Com Par $0.004 (AAON) | 0.0 | $3.6M | 33k | 107.84 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $3.0M | 13k | 220.90 | |
| Fox Factory Hldg (FOXF) | 0.0 | $2.9M | 69k | 41.50 | |
| Qualys (QLYS) | 0.0 | $2.6M | 21k | 128.46 | |
| Align Technology (ALGN) | 0.0 | $2.6M | 10k | 254.33 | |
| Siteone Landscape Supply (SITE) | 0.0 | $2.5M | 16k | 150.91 | |
| Construction Partners Com Cl A (ROAD) | 0.0 | $2.4M | 35k | 69.80 | |
| Rambus (RMBS) | 0.0 | $2.4M | 56k | 42.22 | |
| Lgi Homes (LGIH) | 0.0 | $2.3M | 19k | 118.52 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $2.3M | 40k | 57.22 | |
| MarketAxess Holdings (MKTX) | 0.0 | $2.2M | 8.7k | 256.20 | |
| Bio-techne Corporation (TECH) | 0.0 | $2.2M | 27k | 79.93 | |
| Dynatrace Com New (DT) | 0.0 | $2.1M | 39k | 53.47 | |
| Autodesk (ADSK) | 0.0 | $2.0M | 7.2k | 275.48 | |
| Morningstar (MORN) | 0.0 | $2.0M | 6.2k | 319.12 | |
| Kinsale Cap Group (KNSL) | 0.0 | $1.9M | 4.2k | 465.57 | |
| AMN Healthcare Services (AMN) | 0.0 | $1.9M | 45k | 42.39 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $1.9M | 19k | 100.72 | |
| Aspen Technology | 0.0 | $1.8M | 7.5k | 238.82 | |
| Topbuild (BLD) | 0.0 | $1.7M | 4.1k | 406.81 | |
| Dutch Bros Cl A (BROS) | 0.0 | $1.4M | 44k | 32.03 | |
| Tyler Technologies (TYL) | 0.0 | $1.4M | 2.4k | 583.72 | |
| Pool Corporation (POOL) | 0.0 | $1.4M | 3.7k | 376.80 | |
| Etsy (ETSY) | 0.0 | $1.4M | 25k | 55.53 | |
| Nike CL B (NKE) | 0.0 | $1.3M | 15k | 88.40 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $1.2M | 13k | 97.20 | |
| Tetra Tech (TTEK) | 0.0 | $1.1M | 23k | 47.16 | |
| Charles River Laboratories (CRL) | 0.0 | $1.1M | 5.5k | 196.97 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $1.1M | 1.9k | 573.89 | |
| Callaway Golf Company (MODG) | 0.0 | $1.1M | 96k | 10.98 | |
| Bowman Consulting Group (BWMN) | 0.0 | $992k | 41k | 24.08 | |
| Ishares Tr Broad Usd High (USHY) | 0.0 | $990k | 26k | 37.65 | |
| Copa Holdings Sa Cl A (CPA) | 0.0 | $904k | 9.6k | 93.84 | |
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $902k | 7.3k | 124.17 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 0.0 | $887k | 8.4k | 105.99 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $769k | 4.7k | 162.76 | |
| Paypal Holdings (PYPL) | 0.0 | $688k | 8.8k | 78.03 | |
| Skillsoft Corp Cl A (SKIL) | 0.0 | $663k | 43k | 15.50 | |
| Netease Sponsored Ads (NTES) | 0.0 | $493k | 5.3k | 93.51 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $481k | 4.0k | 119.69 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $466k | 5.1k | 91.81 | |
| Five Below (FIVE) | 0.0 | $442k | 5.0k | 88.35 | |
| Karooooo Ord Shs (KARO) | 0.0 | $421k | 11k | 39.63 | |
| Trex Company (TREX) | 0.0 | $346k | 5.2k | 66.58 | |
| Endava Ads (DAVA) | 0.0 | $250k | 9.8k | 25.54 |