13f Filing
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Polen Capital
Polen Capital Management LLC
Period:
Q3, 2024
Filed Date:
Nov 13, 2024
Reported Date:
Sep 30, 2024
No. of Stocks:
118
Portfolio Value:
38.74B
SEC Reference
Holding
Activity
All
Buy
Sell
Stock
Activity
Share Change
% Change to protfolio
Q3 2024
ADBE - Adobe inc
Add 24.26%
3311628
0.604
AAPL - Apple inc
Buy
6736143
4.051
AIT - Applied industrial technologies inc
Add 113.35%
16204
0.006
ASML - Asml holding nv
Add 31.75%
67283
0.010
BAH - Booz allen hamilton holding corp
Buy
4722
0.002
ROAD - Construction partners inc
Add 37.23%
35094
0.003
DLO - Dlocal ltd
Add 3.52%
987283
0.000
BROS - Dutch bros inc
Buy
44241
0.004
ELF - Elf beauty inc
Buy
64126
0.018
GLOB - Globant s.a.
Add 32.61%
632979
0.104
NSIT - Insight enterprises inc
Buy
21357
0.012
IBP - Installed building products inc
Add 37.20%
17963
0.004
SGOV - Ishares 0-3 month treasury b
Add 79.27%
18526
0.002
IVV - Ishares core s&p 500 etf
Buy
10746
0.016
IWM - Ishares russell 2000 etf
Add 35.33%
13381
0.002
ACWX - Ishares msci acwi ex us etf
Add 0.28%
39480
0.000
USHY - Ishares broad usd high yield
Buy
26300
0.003
KARO - Karooooo ltd
Buy
10634
0.001
KNSL - Kinsale capital group inc
Add 80.60%
4181
0.003
LVS - Las vegas sands corp
Add 3.34%
202934
0.004
MKTX - Marketaxess holdings inc
Add 7.24%
8669
0.002
MELI - Mercadolibre inc
Add 25.69%
39015
0.075
MSCI - Msci inc
Add 35.01%
2228293
1.301
NTES - Netease inc
Add 31.70%
5268
0.000
NVEE - Nv5 global inc
Buy
40808
0.010
ONON - On holding ag
Buy
295518
0.038
ORCL - Oracle corp
Buy
8767967
3.857
PAYC - Paycom software inc
Add 57.01%
3510896
0.684
PCTY - Paylocity holding corp
Buy
23332
0.010
PDD - Pdd holdings inc
Add 71.39%
94050
0.014
POOL - Pool corp
Add 5.37%
3672
0.001
PGNY - Progyny inc
Add 3.97%
362120
-0.010
RMBS - Rambus inc
Buy
56150
0.006
RGEN - Repligen corp
Add 142.81%
35383
0.009
SHOP - Shopify inc
Add 28.84%
18967838
1.414
SPY - Spdr® s&p 500 etf trust
Buy
1863
0.003
TME - Tencent music entertainment group
Add 2.33%
1539938
-0.007
TTEK - Tetra tech inc
Add 598.82%
23124
0.001
BLD - Topbuild corp
Buy
4075
0.004
VUG - Vanguard growth etf
Buy
13814
0.014
VT - Vanguard tot world stk etf
Buy
4018
0.001
WDAY - Workday inc
Add 40.06%
4802526
1.051
YUMC - Yum china holdings, inc.
Add 4.71%
210855
0.008
Q2 2024
AAON - Aaon inc
Buy
34884
0.008
ALRM - Alarm.com holdings inc
Add 2.19%
128165
-0.002
AMN - Amn healthcare services inc
Add 5.16%
61781
-0.001
AIT - Applied industrial technologies inc
Buy
7595
0.004
CCCS - Ccc intelligent solutions holdings inc
Add 51.23%
854191
0.007
CWAN - Clearwater analytics holdings inc
Add 4.64%
571837
0.002
ROAD - Construction partners inc
Buy
25574
0.004
EXLS - Exlservice holdings inc
Add 5.37%
327095
0.001
FCX - Freeport-mcmoran inc
Add 0.09%
10419
0.000
CATH - Global x s&p 500 ca val etf
Add 255.70%
55803
0.007
HDB - Hdfc bank ltd
Add 20.11%
853428
0.038
IBP - Installed building products inc
Buy
13093
0.007
ACWI - Ishares msci acwi etf
Add 909.17%
175686
0.045
ACWX - Ishares msci acwi ex us etf
Add 18.75%
39371
0.001
IWM - Ishares russell 2000 etf
Add 96.19%
9888
0.002
IWF - Ishares russell 1000 growth
Add 292.95%
297803
0.208
SGOV - Ishares 0-3 month treasury b
Add 197.38%
10334
0.002
KSPI - Jsc kaspi.kz adr
Buy
9686
0.003
KNSL - Kinsale capital group inc
Buy
2315
0.002
MEDP - Medpace holdings, inc.
Add 2.25%
17341
0.001
META - Meta platforms inc
Buy
808
0.001
MSCI - Msci inc
Add 1113.07%
1650450
1.804
OLLI - Ollie's bargain outlet holdings inc
Buy
12800
0.003
OPCH - Option care health inc
Buy
153541
0.011
PAYC - Paycom software inc
Add 47.09%
2236125
0.043
PDD - Pdd holdings inc
Buy
54875
0.018
POOL - Pool corp
Add 5.73%
3485
-0.001
RGEN - Repligen corp
Buy
14572
0.005
SHOP - Shopify inc
Add 1672.17%
14722354
2.279
TTEK - Tetra tech inc
Buy
3309
0.002
MODG - Topgolf callaway brands corp
Add 18.91%
153111
0.001
VONG - Vanguard russell 1000 growth
Add 3.82%
34536
0.001
ZTS - Zoetis inc
Add 0.58%
7046051
0.091
Q1 2024
ABT - Abbott laboratories
Add 19.68%
16141237
0.808
ABNB - Airbnb inc
Add 1.59%
10729752
0.767
AMN - Amn healthcare services inc
Add 29.36%
58749
0.001
AON - Aon plc
Add 1.33%
830116
0.089
ASML - Asml holding nv
Add 6.98%
51109
0.031
AZPN - Aspen technology, inc.
Add 2.62%
11408
-0.000
TECH - Bio-techne corp
Add 65.41%
37024
0.002
CWAN - Clearwater analytics holdings inc
Add 87.87%
546482
0.009
CPA - Copa holdings sa
Buy
13973
0.003
DLO - Dlocal ltd
Add 6.46%
1279920
-0.006
DAVA - Endava plc
Add 5.76%
70331
-0.006
ETSY - Etsy inc
Add 11.41%
38239
-0.000
EXLS - Exlservice holdings inc
Add 250.16%
310415
0.016
Forum energy technologies in
Buy
23813049
0.055
FCX - Freeport-mcmoran inc
Buy
10410
0.001
GNRC - Generac holdings inc
Add 60.56%
74074
0.008
CATH - Global x s&p 500 ca val etf
Add 191.17%
15688
0.001
GLOB - Globant s.a.
Add 39.34%
498574
0.220
HDB - Hdfc bank ltd
Add 26.13%
710550
0.080
IWM - Ishares russell 2000 etf
Add 184.10%
5040
-0.009
KB - Kb financial group inc.
Buy
81167
0.010
MKTX - Marketaxess holdings inc
Add 83.03%
8165
-0.153
MEDP - Medpace holdings, inc.
Add 0.53%
16959
0.004
MDT - Medtronic plc
Add 8.35%
1065609
0.027
MSCI - Msci inc
Add 0.65%
136056
-0.001
NTES - Netease inc
Buy
4000
0.001
NKE - Nike inc
Add 60.43%
9471571
0.575
PAYC - Paycom software inc
Add 9171.71%
1520282
0.691
PGNY - Progyny inc
Add 11.01%
377944
0.004
RVLV - Revolve group inc
Add 27.02%
520467
0.010
SAP - Sap se
Add 2.58%
1274726
0.130
SHOP - Shopify inc
Add 6.52%
830755
0.008
SITM - Sitime corp
Add 77.78%
61563
0.003
TME - Tencent music entertainment group
Add 2.56%
2662781
0.015
TMO - Thermo fisher scientific inc
Add 60.31%
3258927
1.881
UL - Unilever plc
Add 7.03%
500827
0.006
V - Visa inc
Add 15.10%
8392490
1.024
YUMC - Yum china holdings, inc.
Add 13.16%
307085
0.002
ZTS - Zoetis inc
Add 40.90%
7005114
0.471
Q4 2023
ABT - Abbott laboratories
Add 0.05%
13486848
0.432
AMN - Amn healthcare services inc
Add 39.23%
45416
0.001
AON - Aon plc
Add 0.48%
819186
-0.062
AZPN - Aspen technology, inc.
Add 47.66%
11117
0.002
ADP - Automatic data processing inc
Add 0.46%
502832
-0.008
TECH - Bio-techne corp
Buy
22383
0.004
BWMN - Bowman consulting group ltd
Buy
56575
0.005
BMBL - Bumble inc
Add 20.23%
517630
0.003
CRL - Charles river laboratories international inc
Add 26.43%
6328
0.001
CNM - Core & main inc
Buy
187140
0.018
ETSY - Etsy inc
Add 83.30%
34322
0.004
EEFT - Euronet worldwide inc
Add 4.70%
77996
0.005
FND - Floor & decor holdings, inc.
Add 59133.51%
25184312
0.058
FOXF - Fox factory holding corp
Add 5.92%
95726
-0.006
GNRC - Generac holdings inc
Buy
46135
0.014
HDB - Hdfc bank ltd
Add 19.07%
563327
-0.055
SGOV - Ishares 0-3 month treasury b
Buy
5005
0.164
ACWI - Ishares msci acwi etf
Add 87.14%
101590
0.183
IWF - Ishares russell 1000 growth
Add 38.70%
415395
-0.028
IWM - Ishares russell 2000 etf
Buy
1774
0.012
ACWX - Ishares msci acwi ex us etf
Add 616.45%
165456
0.010
LGIH - Lgi homes inc
Buy
25236
0.012
MKTX - Marketaxess holdings inc
Buy
4461
0.164
MEDP - Medpace holdings, inc.
Buy
16870
0.012
MDT - Medtronic plc
Add 23.74%
983504
0.045
MSFT - Microsoft corp
Add 39.21%
9955582
3.581
MPWR - Monolithic power systems inc
Add 62.23%
4038
0.003
NVO - Novo nordisk a/s
Add 0.66%
7958444
0.251
POOL - Pool corp
Buy
3395
0.003
SITM - Sitime corp
Add 0.39%
34628
0.001
SKIL - Skillsoft corp
Buy
78190
0.003
SPY - Spdr® s&p 500 etf trust
Buy
662
0.001
BIL - Spdr bloomberg 1-3 month t-b
Buy
606590
0.134
TPIF - Timothy plan international e
Add 7.31%
15875
0.000
MODG - Topgolf callaway brands corp
Buy
130662
0.005
VUG - Vanguard growth etf
Add 21.26%
8412
0.002
VONG - Vanguard russell 1000 growth
Buy
33266
0.006
WRBY - Warby parker inc
Add 32.38%
489598
0.005
YUMC - Yum china holdings, inc.
Add 28.72%
271366
-0.001
Q3 2023
ALIT - Alight inc
Add 23.11%
1694077
-0.002
AON - Aon plc
Add 0.55%
815290
-0.041
ASML - Asml holding nv
Add 2.13%
65222
-0.021
AZPN - Aspen technology, inc.
Add 1.02%
7529
0.001
BMBL - Bumble inc
Add 20.27%
430530
0.001
CCCS - Ccc intelligent solutions holdings inc
Add 13.21%
731683
0.007
CRL - Charles river laboratories international inc
Add 1.01%
5005
-0.000
CWAN - Clearwater analytics holdings inc
Buy
304600
0.015
DLO - Dlocal ltd
Add 13.90%
1923273
0.043
DOCS - Doximity inc
Add 11.61%
215037
-0.005
DT - Dynatrace, inc.
Add 6.34%
108156
-0.000
LLY - Eli lilly and co
Buy
623812
0.881
ETSY - Etsy inc
Add 19.44%
18724
-0.000
EXLS - Exlservice holdings inc
Buy
97083
0.007
FICO - Fair isaac corp
Add 42.09%
871
0.001
FIVE - Five below inc
Add 6.01%
77428
-0.005
GLOB - Globant s.a.
Add 0.38%
368492
0.018
HDB - Hdfc bank ltd
Add 2.49%
473113
-0.011
ILMN - Illumina inc
Add 0.57%
5126614
-0.663
IWF - Ishares russell 1000 growth
Add 133.80%
299494
0.117
ACWI - Ishares msci acwi etf
Add 119.29%
54287
0.007
ACWX - Ishares msci acwi ex us etf
Add 23.91%
23094
0.000
EL - Estee lauder companies inc
Add 6.68%
135734
-0.014
MKL - Markel group inc.
Add 12.87%
500
0.000
MDT - Medtronic plc
Add 1.65%
794789
-0.017
MELI - Mercadolibre inc
Add 0.21%
48488
0.011
MPWR - Monolithic power systems inc
Add 1.01%
2489
-0.000
MORN - Morningstar inc
Add 150.11%
14061
0.006
MSCI - Msci inc
Buy
139245
0.188
NVO - Novo nordisk a/s
Buy
7906255
1.891
PAYC - Paycom software inc
Add 8.46%
17334
-0.002
PGNY - Progyny inc
Add 25.83%
349163
0.003
RVLV - Revolve group inc
Add 14.59%
483103
-0.001
SHOP - Shopify inc
Add 2.04%
802650
-0.018
TSM - Taiwan semiconductor manufacturing co ltd
Buy
56381
0.013
TME - Tencent music entertainment group
Add 10.07%
3518249
-0.003
TTD - Trade desk inc
Add 1.00%
35478
0.000
TPLC - Timothy plan us large/mid ca
Add 10.18%
16025
0.000
TREX - Trex company inc
Add 1.00%
29462
-0.000
UL - Unilever plc
Add 2.27%
782535
-0.003
VUG - Vanguard growth etf
Add 147.04%
6937
0.003
WRBY - Warby parker inc
Add 12.46%
369840
0.003
WDAY - Workday inc
Add 2.02%
3950320
-0.068
XPEL - Xpel inc
Buy
61710
0.013
YETI - Yeti holdings inc
Add 4.62%
236217
0.007