Fund HoldingsPOLEN CAPITAL MANAGEMENT LLC

Total Portfolio Value
$39.86B
Total Bought
$1.83B
Total Sold
$6.34B
Net Transaction
-$4.50B
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SHOPIFY INC(SHOP)830,75514,722,354+13,891,59964,109972,4122.44%+908,302
MSCI INC(MSCI)136,0561,650,450+1,514,39476,253795,1041.99%+718,852
ALPHABET INC(GOOG)18,078,33616,682,933-1,395,4032,752,6073,059,9847.68%+307,376
ISHARES TR75,786297,803+222,01725,544108,5520.27%+83,008
NOVO-NORDISK A S(NVO)7,768,7797,447,972-320,807997,5111,063,1232.67%+65,612
ALPHABET INC(GOOG)2,135,3632,094,374-40,989322,290381,4900.96%+59,200
ADOBE INC(ADBE)02,665,186+2,665,18601,480,6183.71%+1,480,618
ELI LILLY & CO(LLY)584,806547,065-37,741454,956495,3021.24%+40,346
ZOETIS INC(ZTS)7,005,1147,046,051+40,9371,185,3351,221,5033.06%+36,168
ISHARES TR0175,686+175,686019,7470.05%+19,747
PAYCOM SOFTWARE INC(PAYC)1,520,2822,236,125+715,843302,551319,8550.80%+17,304
HDFC BANK LTD(HDB)710,550853,428+142,87839,77054,9010.14%+15,132
PDD HOLDINGS INC(PDD)054,875+54,87507,2960.02%+7,296
SAP SE(SAP)1,274,7261,254,529-20,197248,610253,0510.63%+4,441
OPTION CARE HEALTH INC(OPCH)0153,541+153,54104,2530.01%+4,253
AAON INC034,884+34,88403,0430.01%+3,043
CCC INTELLIGENT SOLUTIONS HL(CCC)564,831854,191+289,3606,7559,4900.02%+2,735
INSTALLED BLDG PRODS INC(IBP)013,093+13,09302,6930.01%+2,693
GLOBAL X FDS
S&P 500 CATHOLIC
15,68855,803+40,1159983,6500.01%+2,651
ASML HOLDING N V
N Y REGISTRY SHS
51,10951,068-4149,60052,2290.13%+2,629
UNILEVER PLC(UL)500,827500,714-11325,13727,5340.07%+2,398
REPLIGEN CORP(RGEN)014,572+14,57201,8370.00%+1,837
APPLIED INDL TECHNOLOGIES IN(AIT)07,595+7,59501,4730.00%+1,473
CONSTRUCTION PARTNERS INC(ROAD)025,574+25,57401,4120.00%+1,412
OLLIES BARGAIN OUTLET HLDGS(OLLI)012,800+12,80001,2570.00%+1,257
KASPI KZ JSC(KSPI)09,686+9,68601,2500.00%+1,250
ISHARES TR5,0409,888+4,8481,0602,0060.01%+946
WARBY PARKER INC(WRBY)479,507463,853-15,6546,5267,4490.02%+923
CLEARWATER ANALYTICS HLDGS I546,482571,837+25,3559,66710,5900.03%+923
KINSALE CAP GROUP INC(KNSL)02,315+2,31508920.00%+892
MERCADOLIBRE INC(MELI)33,28031,040-2,24050,31951,0110.13%+692
ISHARES TR010,334+10,33401,0410.00%+1,041
TETRA TECH INC NEW(TTEK)03,309+3,30906770.00%+677
META PLATFORMS INC(META)0808+80804070.00%+407
EXLSERVICE HOLDINGS INC(EXLS)310,415327,095+16,6809,87110,2580.03%+386
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
33,26634,536+1,2702,8833,2400.01%+357
ISHARES TR33,15439,371+6,2171,7702,0920.01%+322
SKILLSOFT CORP78,19073,112-5,0787041,0110.00%+307
MEDPACE HLDGS INC(MEDP)16,95917,341+3826,8547,1420.02%+288
TOPGOLF CALLAWAY BRANDS CORP(CALY)128,762153,111+24,3492,0822,3430.01%+261
KB FINL GROUP INC(KB)81,16778,267-2,9004,2264,4310.01%+204
TYLER TECHNOLOGIES INC(TYL)3,2993,110-1891,4021,5640.00%+162
GENERAC HLDGS INC(GNRC)74,07470,988-3,0869,3449,3860.02%+42
FREEPORT-MCMORAN INC(FCX)10,41010,419+94895060.00%+17
SITIME CORP(SITM)61,56346,054-15,5095,7405,7280.01%-11
NETEASE INC(NTES)4,0004,00004143820.00%-32
BIO-TECHNE CORP(TECH)37,02435,457-1,5672,6062,5400.01%-66
MARKETAXESS HLDGS INC(MKTX)8,1658,084-811,7901,6210.00%-169
KAROOOOO LTD(KARO)000000
POOL CORP(POOL)3,2963,485+1891,3301,0710.00%-259
COPA HOLDINGS SA(CPA)13,97311,168-2,8051,4551,0630.00%-392
HOULIHAN LOKEY INC(HLI)90,02282,376-7,64611,54011,1090.03%-431
CHARLES RIV LABS INTL INC(CRL)6,0605,715-3451,6421,1810.00%-461
BOWMAN CONSULTING GROUP LTD55,83846,145-9,6931,9431,4670.00%-476
ASPEN TECHNOLOGY INC11,4089,853-1,5552,4331,9570.00%-476
MORNINGSTAR INC(MORN)9,3318,064-1,2672,8772,3860.01%-492
AMN HEALTHCARE SVCS INC58,74961,781+3,0323,6723,1650.01%-507
MONOLITHIC PWR SYS INC(MPWR)3,8922,442-1,4502,6372,0070.01%-630
TREX CO INC(TREX)10,5665,379-5,1871,0543990.00%-655
ETSY INC(ETSY)38,23932,925-5,3142,6281,9420.00%-686
HAMILTON LANE INC(HLNE)91,91978,225-13,69410,3659,6670.02%-698
YETI HLDGS INC(YETI)137,974120,632-17,3425,3194,6020.01%-717
ALARM COM HLDGS INC125,424128,165+2,7419,0908,1440.02%-946
FOX FACTORY HLDG CORP(FOXF)94,07380,541-13,5324,8983,8810.01%-1,017
LGI HOMES INC(LGIH)24,41320,103-4,3102,8411,7990.00%-1,042
BUMBLE INC98,6350-98,6351,1200-1,120
DYNATRACE INC(DT)73,85651,083-22,7733,4302,2850.01%-1,144
FLOOR & DECOR HLDGS INC(FND)15,6557,635-8,0202,0297590.00%-1,270
CORE & MAIN INC(CNM)160,014158,999-1,0159,1617,7810.02%-1,379
GOOSEHEAD INS INC(GSHD)0129,053+129,05307,4130.02%+7,413
FIRSTSERVICE CORP NEW35,86329,787-6,0765,9464,5390.01%-1,407
QUALYS INC(QLYS)30,63525,568-5,0675,1123,6460.01%-1,466
DOXIMITY INC(DOCS)166,789105,500-61,2894,4882,9510.01%-1,537
SITEONE LANDSCAPE SUPPLY INC(SITE)20,84217,111-3,7313,6382,0770.01%-1,561
EURONET WORLDWIDE INC(EEFT)75,98564,711-11,2748,3536,6980.02%-1,655
FIVE BELOW INC(FIVE)22,63020,784-1,8464,1052,2650.01%-1,840
BLACKLINE INC(BL)108,764104,007-4,7577,0245,0390.01%-1,985
ENDAVA PLC70,33118,930-51,4012,6755540.00%-2,122
APPFOLIO INC(APPF)26,45417,855-8,5996,5274,3670.01%-2,160
HELEN OF TROY LTD000000
PAYPAL HLDGS INC(PYPL)012,770+12,77007410.00%+741
XPEL INC(XPEL)50,4900-50,4902,7270-2,727
REVOLVE GROUP INC(RVLV)520,467511,992-8,47511,0188,1460.02%-2,872
LAS VEGAS SANDS CORP(LVS)231,956196,374-35,58211,9928,6900.02%-3,303
RH(RH)16,3188,283-8,0355,6832,0250.01%-3,658
PROGYNY INC377,944348,292-29,65214,4199,9650.03%-4,454
WINGSTOP INC(WING)13,6170-13,6174,9890-4,989
EPAM SYS INC(EPAM)35,70525,775-9,9309,8604,8490.01%-5,012
ALIGHT INC1,287,3041,008,705-278,59912,6807,4440.02%-5,236
YUM CHINA HLDGS INC(YUMC)307,085201,365-105,72012,2196,2100.02%-6,009
AUTOMATIC DATA PROCESSING IN502,060491,947-10,113125,510117,4230.29%-8,087
TENCENT MUSIC ENTMT GROUP(TME)2,662,7811,504,807-1,157,97429,79721,1430.05%-8,654
MEDTRONIC PLC(MDT)1,065,6091,049,969-15,64092,86882,6430.21%-10,225
DLOCAL LTD(DLO)1,279,920953,716-326,20418,8157,7160.02%-11,099
SPDR SER TR
ST STR BLO 1 ETF
249,90091,892-158,00822,9418,4340.02%-14,507
GLOBANT S A
COM
498,574477,338-21,236100,66285,0900.21%-15,572
FORUM ENERGY TECHNOLOGIES IN00023,6280-23,628
ICON PLC(ICLR)1,098,2191,085,062-13,157368,947340,1340.85%-28,813
AON PLC(AON)830,116822,041-8,075277,026241,3350.61%-35,691
UNITEDHEALTH GROUP INC(UNH)02,249,052+2,249,05201,145,3522.87%+1,145,352
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