Fund HoldingsPOLEN CAPITAL MANAGEMENT LLC

Total Portfolio Value
$43.32B
Total Bought
$3.06B
Total Sold
$6.75B
Net Transaction
-$3.69B
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
THERMO FISHER SCIENTIFIC INC(TMO)03,258,927+3,258,92701,894,1214.37%+1,894,121
AMAZON COM INC(AMZN)36,275,93734,411,241-1,864,6965,512,0786,207,10014.33%+695,022
VISA INC(V)7,291,7818,392,490+1,100,7091,898,5612,342,1765.41%+443,615
ELI LILLY & CO(LLY)0584,806+584,8060454,9561.05%+454,956
ICON PLC(ICLR)01,098,219+1,098,2190368,9470.85%+368,947
ABBOTT LABS13,488,30816,141,237+2,652,9291,484,8191,834,6134.24%+349,794
NETFLIX INC(NFLX)03,839,310+3,839,31002,331,7285.38%+2,331,728
AIRBNB INC010,729,752+10,729,75201,769,9804.09%+1,769,980
MICROSOFT CORP(MSFT)9,956,2529,665,372-290,8803,744,2014,066,4159.39%+322,214
PAYCOM SOFTWARE INC(PAYC)16,3971,520,282+1,503,8853,390302,5510.70%+299,162
NIKE INC(NKE)5,904,0209,471,571+3,567,551640,999890,1382.05%+249,139
ZOETIS INC(ZTS)4,971,7447,005,114+2,033,370981,2731,185,3352.74%+204,062
SALESFORCE INC(CRM)7,275,3726,954,745-320,6271,914,4412,094,6304.84%+180,189
NOVO-NORDISK A S(NVO)7,958,4447,768,779-189,665823,301997,5112.30%+174,210
MASTERCARD INCORPORATED(MA)4,646,7724,469,582-177,1901,982,0422,152,4164.97%+170,375
ALPHABET INC(GOOG)18,794,82218,078,336-716,4862,648,9942,752,6076.35%+103,614
GLOBANT S A
COM
0498,574+498,5740100,6620.23%+100,662
SAP SE(SAP)1,242,6941,274,726+32,032192,108248,6100.57%+56,502
ALIGN TECHNOLOGY INC01,216,069+1,216,0690398,7730.92%+398,773
AUTODESK INC5,122,1094,938,732-183,3771,247,2021,286,1452.97%+38,943
AON PLC(AON)0830,116+830,1160277,0260.64%+277,026
HDFC BANK LTD(HDB)0710,550+710,550039,7700.09%+39,770
ALPHABET INC(GOOG)2,138,9152,135,363-3,552298,785322,2900.74%+23,505
GARTNER INC(IT)1,806,7381,748,829-57,909815,038833,6141.92%+18,577
ASML HOLDING N V
N Y REGISTRY SHS
47,77651,109+3,33336,16349,6000.11%+13,437
MEDTRONIC PLC(MDT)983,5041,065,609+82,10581,02192,8680.21%+11,847
AUTOMATIC DATA PROCESSING IN503,272502,060-1,212117,350125,5100.29%+8,160
EXLSERVICE HOLDINGS INC(EXLS)88,650310,415+221,7652,7359,8710.02%+7,136
TENCENT MUSIC ENTMT GROUP(TME)2,596,3692,662,781+66,41223,39329,7970.07%+6,403
KB FINL GROUP INC(KB)081,167+81,16704,2260.01%+4,226
REVOLVE GROUP INC(RVLV)409,749520,467+110,7186,79411,0180.03%+4,225
CLEARWATER ANALYTICS HLDGS I290,890546,482+255,5925,8279,6670.02%+3,841
GENERAC HLDGS INC(GNRC)46,13574,074+27,9395,9629,3440.02%+3,381
SHOPIFY INC(SHOP)779,876830,755+50,87960,75264,1090.15%+3,357
UNILEVER PLC(UL)0500,827+500,827025,1370.06%+25,137
APPFOLIO INC(APPF)27,07526,454-6214,6916,5270.02%+1,837
PROGYNY INC340,461377,944+37,48312,65814,4190.03%+1,760
MEDPACE HLDGS INC(MEDP)16,87016,959+895,1716,8540.02%+1,683
CORE & MAIN INC(CNM)187,140160,014-27,1267,5629,1610.02%+1,598
SITIME CORP(SITM)34,62861,563+26,9354,2275,7400.01%+1,512
COPA HOLDINGS SA(CPA)013,973+13,97301,4550.00%+1,455
BIO-TECHNE CORP(TECH)22,38337,024+14,6411,7272,6060.01%+879
RH(RH)16,74516,318-4274,8815,6830.01%+802
ALARM COM HLDGS INC128,913125,424-3,4898,3309,0900.02%+759
YUM CHINA HLDGS INC(YUMC)271,366307,085+35,71911,51412,2190.03%+705
GLOBAL X FDS
S&P 500 CATHOLIC
5,38815,688+10,3003899980.00%+610
FREEPORT-MCMORAN INC(FCX)010,410+10,41004890.00%+489
EURONET WORLDWIDE INC(EEFT)77,99675,985-2,0117,9168,3530.02%+437
NETEASE INC(NTES)04,000+4,00004140.00%+414
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
33,26633,26602,5952,8830.01%+288
AMN HEALTHCARE SVCS INC45,41658,749+13,3333,4013,6720.01%+272
TOPGOLF CALLAWAY BRANDS CORP(CALY)130,662128,762-1,9001,8742,0820.00%+208
CCC INTELLIGENT SOLUTIONS HL(CCC)577,430564,831-12,5996,5776,7550.02%+178
SITEONE LANDSCAPE SUPPLY INC(SITE)21,33320,842-4913,4673,6380.01%+171
CHARLES RIV LABS INTL INC(CRL)6,3286,060-2681,4961,6420.00%+146
BLACKLINE INC(BL)111,004108,764-2,2406,9317,0240.02%+93
MONOLITHIC PWR SYS INC(MPWR)4,0383,892-1462,5472,6370.01%+89
FIRSTSERVICE CORP NEW36,62835,863-7655,9375,9460.01%+9
ASPEN TECHNOLOGY INC11,11711,408+2912,4472,4330.01%-14
POOL CORP(POOL)3,3953,296-991,3541,3300.00%-24
BOWMAN CONSULTING GROUP LTD56,57555,838-7372,0101,9430.00%-67
ETSY INC(ETSY)34,32238,239+3,9172,7822,6280.01%-154
SPDR S&P 500 ETF TR(SPY)6620-6623150-315
XPEL INC(XPEL)57,06450,490-6,5743,0732,7270.01%-345
MSCI INC(MSCI)135,306136,056+75076,60576,2530.18%-353
DOXIMITY INC(DOCS)172,888166,789-6,0994,8484,4880.01%-359
ALIGHT INC1,530,6081,287,304-243,30413,05612,6800.03%-376
WARBY PARKER INC(WRBY)489,598479,507-10,0916,9036,5260.02%-377
TIMOTHY PLAN15,8750-15,8754200-420
TIMOTHY PLAN15,1470-15,1475790-579
SKILLSOFT CORP78,19078,19001,3757040.00%-671
FORUM ENERGY TECHNOLOGIES IN00024,37423,6280.05%-746
EPAM SYS INC(EPAM)36,43535,705-73010,8349,8600.02%-973
MORNINGSTAR INC(MORN)13,7859,331-4,4543,9462,8770.01%-1,068
QUALYS INC(QLYS)31,66030,635-1,0256,2145,1120.01%-1,102
TREX CO INC(TREX)26,87310,566-16,3072,2251,0540.00%-1,171
TYLER TECHNOLOGIES INC(TYL)6,1663,299-2,8672,5781,4020.00%-1,176
FLOOR & DECOR HLDGS INC(FND)31,26315,655-15,6083,4882,0290.00%-1,458
FOX FACTORY HLDG CORP(FOXF)95,72694,073-1,6536,4604,8980.01%-1,561
DYNATRACE INC(DT)92,27373,856-18,4175,0463,4300.01%-1,617
LGI HOMES INC(LGIH)25,23624,413-8235,1712,8410.01%-2,330
FIVE BELOW INC(FIVE)30,45722,630-7,8276,4924,1050.01%-2,388
DLOCAL LTD(DLO)01,279,920+1,279,920018,8150.04%+18,815
ENDAVA PLC66,49870,331+3,8335,1772,6750.01%-2,501
VANGUARD INDEX FDS8,4120-8,4122,6150-2,615
YETI HLDGS INC(YETI)164,441137,974-26,4678,5155,3190.01%-3,196
ISHARES TR165,45633,154-132,3025,1711,7700.00%-3,401
WINGSTOP INC(WING)35,41013,617-21,7939,0864,9890.01%-4,096
ISHARES TR1,7745,040+3,2665,1711,0600.00%-4,111
TAIWAN SEMICONDUCTOR MFG LTD(TSM)42,0830-42,0834,3770-4,377
BUMBLE INC517,63098,635-418,9957,6301,1200.00%-6,510
AUTOHOME INC(ATHM)253,6430-253,6437,1170-7,117
MERCADOLIBRE INC(MELI)43,18033,280-9,90067,85950,3190.12%-17,540
SPDR SER TR
ST STR BLO 1 ETF
606,590249,900-356,69055,43622,9410.05%-32,495
WORKDAY INC(WDAY)3,768,7933,682,106-86,6871,040,5841,004,2942.32%-36,290
ISHARES TR075,786+75,786025,5440.06%+25,544
LAS VEGAS SANDS CORP(LVS)232,636231,956-68067,85911,9920.03%-55,867
HOULIHAN LOKEY INC(HLI)127,29890,022-37,27667,85911,5400.03%-56,319
HAMILTON LANE INC(HLNE)95,40391,919-3,48467,85910,3650.02%-57,494
MARKETAXESS HLDGS INC(MKTX)4,4618,165+3,70467,8591,7900.00%-66,068
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