Fund HoldingsPOLEN CAPITAL MANAGEMENT LLC

Total Portfolio Value
$31.85B
Total Bought
$2.46B
Total Sold
$7.75B
Net Transaction
-$5.28B
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
AON PLC(AON)03,007,719+3,007,71901,200,3503.77%+1,200,350
STARBUCKS CORP(SBUX)05,133,440+5,133,4400503,5391.58%+503,539
ELI LILLY & CO(LLY)1,295,3891,754,571+459,1821,000,0401,449,1184.55%+449,078
ZOETIS INC(ZTS)08,796,847+8,796,84701,448,4014.55%+1,448,401
WILLIS TOWERS WATSON PLC LTD(WTW)128,586366,539+237,95340,278123,8720.39%+83,594
ABBOTT LABS011,385,577+11,385,57701,510,2974.74%+1,510,297
MERCADOLIBRE INC(MELI)068,534+68,5340133,7000.42%+133,700
COSTAR GROUP INC(CSGP)6,497,1886,601,800+104,612465,134523,0611.64%+57,927
VISA INC(V)6,578,7336,023,710-555,0232,079,1432,111,0696.63%+31,927
PAYCOM SOFTWARE INC(PAYC)3,171,6603,097,854-73,806650,095676,8192.13%+26,724
TENCENT MUSIC ENTMT GROUP(TME)01,978,769+1,978,769028,5140.09%+28,514
ISHARES TR317,801384,795+66,99437,34244,7860.14%+7,445
NU HLDGS LTD(NU)2,243,4712,969,781+726,31023,24230,4110.10%+7,168
MONDAY COM LTD
SHS
53,18671,261+18,07512,52217,3280.05%+4,806
MEDPACE HLDGS INC(MEDP)16,22324,466+8,2435,3907,4550.02%+2,065
ISHARES TR5,56923,299+17,7305592,3460.01%+1,787
PROGYNY INC260,708261,506+7984,4975,8420.02%+1,345
PDD HOLDINGS INC(PDD)066,193+66,19307,8340.02%+7,834
BIO-TECHNE CORP(TECH)20,76046,314+25,5541,4952,7150.01%+1,220
SAIA INC(SAIA)02,464+2,46408610.00%+861
TREX CO INC(TREX)56,26878,742+22,4743,8844,5750.01%+691
SPDR SER TR
ST STR BLO 1 ETF
05,242+5,24204810.00%+481
RAMBUS INC DEL(RMBS)99,259109,117+9,8585,2475,6500.02%+403
ISHARES TR01,528+1,52803910.00%+391
MANHATTAN ASSOCIATES INC(MANH)02,226+2,22603850.00%+385
COMFORT SYS USA INC(FIX)01,166+1,16603760.00%+376
BELDEN INC24,18230,665+6,4832,7233,0740.01%+351
YUM CHINA HLDGS INC(YUMC)086,045+86,04504,4800.01%+4,480
WINGSTOP INC(WING)01,476+1,47603330.00%+333
APPLIED INDL TECHNOLOGIES IN(AIT)18,55621,160+2,6044,4444,7680.01%+325
FABRINET(FN)12,60515,249+2,6442,7723,0120.01%+240
GLOBAL X FDS
S&P 500 CATHOLIC
47,62553,317+5,6923,3743,6010.01%+227
AAON INC31,55749,466+17,9093,7143,8650.01%+151
PAYLOCITY HLDG CORP(PCTY)28,68931,338+2,6495,7235,8710.02%+148
CELLEBRITE DI LTD(CLBT)10,09514,849+4,7542222890.00%+66
AMN HEALTHCARE SVCS INC38,14238,564+4229129430.00%+31
NETEASE INC(NTES)4,7194,321-3984214450.00%+24
INSIGHT ENTERPRISES INC(NSIT)41,43142,133+7026,3026,3200.02%+18
KINSALE CAP GROUP INC(KNSL)4,5174,262-2552,1012,0740.01%-27
INSTALLED BLDG PRODS INC(IBP)15,75215,650-1022,7602,6830.01%-77
ENTEGRIS INC(ENTG)11,02611,539+5131,0921,0090.00%-83
MARKETAXESS HLDGS INC(MKTX)4,3574,046-3119858750.00%-110
TOPBUILD CORP5,2204,931-2891,6251,5040.00%-121
ISHARES TR10,00710,362+3552,2112,0670.01%-144
COLLIERS INTL GROUP INC(CIGI)8,2267,933-2931,1189620.00%-156
BOWMAN CONSULTING GROUP LTD38,96835,417-3,5519727730.00%-199
FERGUSON ENTERPRISES INC(FERG)1,2380-1,2382150-215
PURE STORAGE INC(P)10,6439,597-1,0466544250.00%-229
BENTLEY SYS INC(BSY)21,40719,464-1,9431,0007660.00%-234
POOL CORP(POOL)5,9625,617-3452,0331,7880.01%-245
MORNINGSTAR INC(MORN)3,9063,534-3721,3151,0600.00%-256
FLOOR & DECOR HLDGS INC(FND)9,8008,924-8769777180.00%-259
SKILLSOFT CORP57,17257,17201,3701,1000.00%-270
KASPI KZ JSC(KSPI)3,1050-3,1052940-294
KAROOOOO LTD(KARO)13,2736,899-6,3745992930.00%-306
PAYPAL HLDGS INC(PYPL)7,4414,943-2,4986353230.00%-313
DYNATRACE INC(DT)29,02126,718-2,3031,5771,2600.00%-318
CONSTRUCTION PARTNERS INC(ROAD)32,00934,795+2,7862,8312,5010.01%-331
OLLIES BARGAIN OUTLET HLDGS(OLLI)12,6038,998-3,6051,3831,0470.00%-336
EPAM SYS INC(EPAM)13,45416,512+3,0583,1462,7880.01%-358
ISHARES TR6,7082,474-4,2346763060.00%-370
HAMILTON LANE INC(HLNE)55,64452,320-3,3248,2387,7780.02%-460
LGI HOMES INC(LGIH)16,10014,523-1,5771,4399650.00%-474
CLEARWATER ANALYTICS HLDGS I0124,892+124,89203,3470.01%+3,347
QUALYS INC(QLYS)18,70116,742-1,9592,6222,1080.01%-514
SITEONE LANDSCAPE SUPPLY INC(SITE)24,14021,338-2,8023,1812,5910.01%-590
NIKE INC(NKE)13,6076,209-7,3981,0303940.00%-635
COPA HOLDINGS SA(CPA)7,2930-7,2936410-641
TOPGOLF CALLAWAY BRANDS CORP(CALY)83,4660-83,4666560-656
CHARLES RIV LABS INTL INC(CRL)4,2480-4,2487840-784
ETSY INC(ETSY)15,0370-15,0377950-795
KB FINL GROUP INC(KB)000000
CORE & MAIN INC(CNM)135,737124,953-10,7846,9106,0360.02%-874
AUTODESK INC5,1742,455-2,7191,5296430.00%-886
WILLSCOT HLDGS CORP(WSC)125,024116,917-8,1074,1823,2500.01%-932
ALIGN TECHNOLOGY INC4,5040-4,5049390-939
ISHARES TR
BROAD USD HIGH
26,3000-26,3009680-968
FIRSTSERVICE CORP NEW32,77129,648-3,1235,9324,9200.02%-1,012
HOULIHAN LOKEY INC(HLI)032,295+32,29505,2160.02%+5,216
BOOZ ALLEN HAMILTON HLDG COR8,9000-8,9001,1450-1,145
BLACKLINE INC(BL)62,79155,099-7,6923,8152,6680.01%-1,147
FOX FACTORY HLDG CORP(FOXF)41,2730-41,2731,2490-1,249
DUTCH BROS INC(BROS)105,02368,124-36,8995,5014,2060.01%-1,295
ALARM COM HLDGS INC000000
TETRA TECH INC NEW(TTEK)43,16214,061-29,1011,7204110.00%-1,308
AUTOMATIC DATA PROCESSING IN179,749166,526-13,22352,61850,8790.16%-1,739
GOOSEHEAD INS INC(GSHD)84,31061,317-22,9939,0407,2390.02%-1,801
DLOCAL LTD(DLO)627,360627,551+1917,0645,2340.02%-1,830
VANGUARD INTL EQUITY INDEX F26,79410,959-15,8353,1481,2710.00%-1,877
EXLSERVICE HOLDINGS INC(EXLS)319,490260,017-59,47314,17912,2750.04%-1,904
REPLIGEN CORP(RGEN)40,55630,902-9,6545,8383,9320.01%-1,906
LAS VEGAS SANDS CORP(LVS)154,724139,619-15,1057,9475,3930.02%-2,553
GENERAC HLDGS INC(GNRC)44,41633,409-11,0076,8874,2310.01%-2,655
E L F BEAUTY INC(ELF)61,47369,325+7,8527,7184,3530.01%-3,365
YETI HLDGS INC(YETI)98,0570-98,0573,7760-3,776
CCC INTELLIGENT SOLUTIONS HL(CCC)762,304544,653-217,6518,9424,9180.02%-4,024
SALESFORCE INC(CRM)19,5828,257-11,3256,5472,2160.01%-4,331
ON HLDG AG(ONON)278,383238,933-39,45015,24710,4940.03%-4,753
SPDR S&P 500 ETF TR(SPY)9,5391,448-8,0915,5908100.00%-4,781
WARBY PARKER INC(WRBY)319,822147,071-172,7517,7432,6810.01%-5,062
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