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Polen Capital

Polen Capital Management LLC

Period:  Q4, 2024
Filed Date:  Feb 10, 2025
Reported Date:  Dec 31, 2024
No. of Stocks:  124
Portfolio Value:  37.01B
SEC Reference
Holding
Activity
Stock% of portfoliioActivitySharesValueRecent Price

AMZN - Amazon.com inc

11.587%Reduced 24.08%19.55M4.29B$219.390

MSFT - Microsoft corp

7.301%Reduced 8.58%6.41M2.70B$421.500

GOOG - Alphabet inc

5.699%Reduced 13.61%11.08M2.11B$190.440

V - Visa inc

5.618%Reduced 9.36%6.58M2.08B$316.040

MA - Mastercard inc

4.969%Reduced 8.89%3.49M1.84B$526.570

SHOP - Shopify inc

4.907%Reduced 9.96%17.08M1.82B$106.330

ORCL - Oracle corp

4.828%Add 22.31%10.72M1.79B$166.640

NOW - Servicenow inc

4.682%Reduced 26.49%1.63M1.73B$1060.120

AAPL - Apple inc

4.174%Reduced 8.41%6.17M1.54B$250.420

NFLX - Netflix inc

4.161%Reduced 9.43%1.73M1.54B$891.320

ABT - Abbott laboratories

3.878%Reduced 8.96%12.69M1.44B$113.110

ADBE - Adobe inc

3.623%Reduced 8.94%3.02M1.34B$444.680

TMO - Thermo fisher scientific inc

3.460%Reduced 12.31%2.46M1.28B$520.230

ACN - Accenture plc

3.352%Reduced 9.62%3.53M1.24B$351.790

MSCI - Msci inc

3.295%Reduced 8.80%2.03M1.22B$600.010

ZTS - Zoetis inc

3.294%Add 17.54%7.48M1.22B$162.930

WDAY - Workday inc

2.989%Reduced 10.72%4.29M1.11B$258.030

ABNB - Airbnb inc

2.918%Reduced 10.52%8.22M1.08B$131.410

LLY - Eli lilly and co

2.702%Add 164.39%1.30M1.00B$772.000

PAYC - Paycom software inc

1.757%Reduced 9.66%3.17M650.10M$204.970

UNH - Unitedhealth group inc

1.538%Reduced 43.62%1.13M569.39M$505.860

NVO - Novo nordisk a/s

1.489%Reduced 6.55%6.41M551.02M$86.020

CSGP - Costar group inc

1.257%Buy6.50M465.13M$71.590

IT - Gartner inc

1.182%Reduced 38.57%902.69K437.33M$484.470

AON - Aon plc

0.698%Reduced 7.95%719.322K258.35M$359.160

SAP - Sap se

0.665%Reduced 6.06%999.944K246.20M$246.210

GOOGL - Alphabet inc

0.629%Reduced 3.46%1.23M232.88M$189.300

IWF - Ishares russell 1000 growth

0.546%Add 210.48%503.619K202.24M$401.580

ICLR - Icon plc

0.403%Reduced 32.48%711.51K149.21M$209.710

GLOB - Globant s.a.

0.368%Add 0.24%634.524K136.05M$214.420

MDT - Medtronic plc

0.169%Reduced 23.51%782.478K62.50M$79.880

MELI - Mercadolibre inc

0.168%Reduced 6.20%36.595K62.23M$1700.440

ADP - Automatic data processing inc

0.142%Reduced 9.29%179.749K52.62M$292.730

HDB - Hdfc bank ltd

0.134%Reduced 7.68%774.58K49.46M$63.860

ASML - Asml holding nv

0.116%Reduced 7.64%62.141K43.07M$693.082

WTW - Willis towers watson plc

0.109%Buy128.586K40.28M$313.239

ACWI - Ishares msci acwi etf

0.101%Add 248.76%317.801K37.34M$117.500

SPOT - Spotify technology sa

0.074%Buy60.861K27.23M$447.379

NU - Nu holdings ltd

0.063%Buy2.24M23.24M$10.360

ACWX - Ishares msci acwi ex us etf

0.054%Add 863.20%380.271K19.83M$52.160

VUG - Vanguard growth etf

0.043%Add 182.66%39.046K16.03M$410.442

ONON - On holding ag

0.041%Reduced 5.80%278.383K15.25M$54.770

EXLS - Exlservice holdings inc

0.038%Reduced 1.95%319.49K14.18M$44.380

UL - Unilever plc

0.037%Reduced 5.31%244.122K13.84M$56.700

MNDY - Monday.com ltd

0.034%Buy53.186K12.52M$235.440

TME - Tencent music entertainment group

0.032%Reduced 31.19%1.06M12.03M$11.350

RVLV - Revolve group inc

0.028%Reduced 24.40%304.529K10.20M$33.490

GSHD - Goosehead insurance inc

0.024%Reduced 20.36%84.31K9.04M$107.220

CCCS - Ccc intelligent solutions holdings inc

0.024%Reduced 4.26%762.304K8.94M$11.730

HLNE - Hamilton lane inc

0.022%Reduced 0.33%55.644K8.24M$148.050

LVS - Las vegas sands corp

0.021%Reduced 23.76%154.724K7.95M$51.360

WRBY - Warby parker inc

0.021%Reduced 22.82%319.822K7.74M$24.210

ELF - Elf beauty inc

0.021%Reduced 4.14%61.473K7.72M$125.550

DLO - Dlocal ltd

0.019%Reduced 36.46%627.36K7.06M$11.260

CNM - Core & main inc

0.019%Reduced 7.92%135.737K6.91M$50.910

GNRC - Generac holdings inc

0.019%Reduced 23.29%44.416K6.89M$155.049

CRM - Salesforce inc

0.018%Reduced 45.16%19.582K6.55M$334.335

PDD - Pdd holdings inc

0.018%Reduced 28.66%67.092K6.51M$96.990

NSIT - Insight enterprises inc

0.017%Add 93.99%41.431K6.30M$152.100

HLI - Houlihan lokey inc

0.017%Reduced 47.30%35.999K6.25M$173.662

FSV - Firstservice corp

0.016%Add 16.47%32.771K5.93M$181.019

RGEN - Repligen corp

0.016%Add 14.62%40.556K5.84M$143.940

PCTY - Paylocity holding corp

0.015%Add 22.96%28.689K5.72M$199.471

SPY - Spdr® s&p 500 etf trust

0.015%Add 412.02%95395.59M$586.066

BROS - Dutch bros inc

0.015%Add 137.39%105.023K5.50M$52.380

MEDP - Medpace holdings, inc.

0.015%Add 8.41%16.223K5.39M$332.234

RMBS - Rambus inc

0.014%Add 76.77%99.259K5.25M$52.860

PGNY - Progyny inc

0.012%Reduced 28.01%260.708K4.50M$17.250

AIT - Applied industrial technologies inc

0.012%Add 14.51%18.556K4.44M$239.471

WSC - Willscot mobile mini holdings corp

0.011%Buy125.024K4.18M$33.450

YUMC - Yum china holdings, inc.

0.011%Reduced 59.21%85.998K4.14M$48.170

TREX - Trex company inc

0.010%Add 984.37%56.268K3.88M$69.030

CWAN - Clearwater analytics holdings inc

0.010%Reduced 58.69%140.029K3.85M$27.520

BL - Blackline inc

0.010%Reduced 9.39%62.791K3.82M$60.760

YETI - Yeti holdings inc

0.010%Reduced 13.40%98.057K3.78M$38.510

AAON - Aaon inc

0.010%Reduced 4.16%31.557K3.71M$117.678

CATH - Global x s&p 500 ca val etf

0.009%Reduced 13.01%47.625K3.37M$70.840

SITE - Siteone landscape supply inc

0.009%Add 48.16%24.14K3.18M$131.771

VT - Vanguard tot world stk etf

0.009%Add 566.85%26.794K3.15M$117.479

EPAM - Epam systems inc

0.008%Reduced 35.07%13.454K3.15M$233.820

ROAD - Construction partners inc

0.008%Reduced 8.79%32.009K2.83M$88.459

FN - Fabrinet

0.007%Buy12.605K2.77M$219.884

IBP - Installed building products inc

0.007%Reduced 12.31%15.752K2.76M$175.246

BDC - Belden inc

0.007%Buy24.182K2.72M$112.612

QLYS - Qualys inc

0.007%Reduced 8.79%18.701K2.62M$140.223

IWM - Ishares russell 2000 etf

0.006%Reduced 25.21%10.007K2.21M$220.960

KNSL - Kinsale capital group inc

0.006%Add 8.04%45172.10M$465.130

POOL - Pool corp

0.005%Add 62.36%59622.03M$340.940

TTEK - Tetra tech inc

0.005%Add 86.65%43.162K1.72M$39.840

BLD - Topbuild corp

0.004%Add 28.10%52201.63M$311.340

DT - Dynatrace, inc.

0.004%Reduced 25.19%29.021K1.58M$54.350

ADSK - Autodesk inc

0.004%Reduced 28.53%51741.53M$295.571

TECH - Bio-techne corp

0.004%Reduced 24.35%20.76K1.50M$72.030

LGIH - Lgi homes inc

0.004%Reduced 17.14%16.1K1.44M$89.399

OLLI - Ollie's bargain outlet holdings inc

0.004%Reduced 0.04%12.603K1.38M$109.730

SKIL - Skillsoft corp

0.004%Add 33.75%57.172K1.37M$23.960

MORN - Morningstar inc

0.004%Reduced 36.96%39061.32M$336.760

ALRM - Alarm.com holdings inc

0.004%Reduced 81.86%21.461K1.30M$60.800

FOXF - Fox factory holding corp

0.003%Reduced 39.94%41.273K1.25M$30.270

BAH - Booz allen hamilton holding corp

0.003%Add 88.48%89001.15M$128.700

CIGI - Colliers international group inc

0.003%Buy82261.12M$135.970

ENTG - Entegris inc

0.003%Buy11.026K1.09M$99.060

NKE - Nike inc

0.003%Reduced 10.70%13.607K1.03M$75.671

BSY - Bentley systems inc

0.003%Buy21.407K999.707K$46.700

MKTX - Marketaxess holdings inc

0.003%Reduced 49.74%4357984.856K$226.040

FND - Floor & decor holdings, inc.

0.003%Add 34.87%9800977.06K$99.700

BWMN - Bowman consulting group ltd

0.003%Reduced 5.39%38.968K972.239K$24.950

USHY - Ishares broad usd high yield

0.003%26.3K967.577K$36.790

ALGN - Align technology inc

0.003%Reduced 55.91%4504939.062K$208.495

AMN - Amn healthcare services inc

0.002%Reduced 14.88%38.142K912.357K$23.920

KB - Kb financial group inc.

0.002%Reduced 81.44%14.529K826.7K$56.900

ETSY - Etsy inc

0.002%Reduced 39.21%15.037K795.307K$52.890

CRL - Charles river laboratories international inc

0.002%Reduced 22.82%4248784.181K$184.600

IOO - Ishares global 100 etf

0.002%Buy6708675.974K$100.771

MODG - Topgolf callaway brands corp

0.002%Reduced 13.03%83.466K656.043K$7.860

PSTG - Pure storage inc

0.002%Buy10.643K653.799K$61.430

CPA - Copa holdings sa

0.002%Reduced 24.25%7293640.909K$87.880

PYPL - Paypal holdings inc

0.002%Reduced 15.57%7441635.102K$85.352

KARO - Karooooo ltd

0.002%Add 24.82%13.273K599.276K$45.150

SGOV - Ishares 0-3 month treasury b

0.002%Reduced 69.94%5569558.682K$100.320

NTES - Netease inc

0.001%Reduced 10.42%4719420.982K$89.210

KSPI - Jsc kaspi.kz adr

0.001%Reduced 62.91%3105294.075K$94.710

CLBT - Cellebrite di ltd

0.001%Buy10.095K222.393K$22.030
Ferguson enterprises inc
0.001%Buy1238214.88K$173.570