Fund HoldingsPOLEN CAPITAL MANAGEMENT LLC

Total Portfolio Value
$38.03B
Total Bought
$1.56B
Total Sold
$3.55B
Net Transaction
-$1.99B
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
NOVO-NORDISK A S(NVO)07,906,255+7,906,2550718,9951.89%+718,995
ELI LILLY & CO(LLY)0623,812+623,8120335,0680.88%+335,068
ALPHABET INC(GOOG)20,328,89919,492,288-836,6112,459,1872,570,0586.76%+110,871
MSCI INC(MSCI)0139,245+139,245071,4440.19%+71,444
ISHARES TR128,099299,494+171,39535,25079,6620.21%+44,412
AIRBNB INC11,554,49011,071,064-483,4261,480,8231,519,0613.99%+38,237
DLOCAL LTD(DLO)1,688,5011,923,273+234,77220,60836,8690.10%+16,261
ALPHABET INC(GOOG)2,256,7272,171,266-85,461270,130284,1320.75%+14,002
GLOBANT S A
COM
367,091368,492+1,40165,97472,9060.19%+6,933
CLEARWATER ANALYTICS HLDGS I0304,600+304,60005,8910.02%+5,891
TAIWAN SEMICONDUCTOR MFG LTD(TSM)056,381+56,38104,9000.01%+4,900
XPEL INC(XPEL)061,710+61,71004,7580.01%+4,758
MERCADOLIBRE INC(MELI)48,38648,488+10257,31761,4760.16%+4,159
UNITEDHEALTH GROUP INC(UNH)2,656,2742,538,134-118,1401,276,7111,279,7023.37%+2,991
EXLSERVICE HOLDINGS INC(EXLS)097,083+97,08302,7220.01%+2,722
ISHARES TR24,75654,287+29,5312,3755,0140.01%+2,639
YETI HLDGS INC(YETI)225,786236,217+10,4318,77011,3900.03%+2,621
CCC INTELLIGENT SOLUTIONS HL(CCC)646,313731,683+85,3707,2459,7680.03%+2,523
MORNINGSTAR INC(MORN)5,62214,061+8,4391,1023,2940.01%+2,191
GOOSEHEAD INS INC(GSHD)230,102221,873-8,22914,47116,5360.04%+2,065
ALARM COM HLDGS INC143,532141,435-2,0977,4188,6470.02%+1,230
QUALYS INC(QLYS)59,96558,692-1,2737,7468,9540.02%+1,208
EPAM SYS INC(EPAM)58,48555,925-2,56013,14514,2990.04%+1,155
VANGUARD INDEX FDS2,8086,937+4,1297951,8890.00%+1,095
HAMILTON LANE INC(HLNE)116,448114,795-1,6539,31410,3820.03%+1,069
WARBY PARKER INC(WRBY)328,858369,840+40,9823,8444,8670.01%+1,023
PROGYNY INC277,481349,163+71,68210,91611,8790.03%+962
HOULIHAN LOKEY INC(HLI)130,892128,967-1,92512,86813,8150.04%+947
AUTOMATIC DATA PROCESSING IN545,332500,514-44,818119,859120,4140.32%+555
ENDAVA PLC101,03099,427-1,6035,2325,7020.01%+470
BUMBLE INC357,978430,530+72,5526,0076,4240.02%+417
ASPEN TECHNOLOGY INC7,4537,529+761,2491,5380.00%+289
FAIR ISAAC CORP(FICO)613871+2584967560.00%+260
ISHARES TR18,63823,094+4,4569171,0860.00%+168
HELEN OF TROY LTD22,46422,075-3892,4272,5730.01%+147
MARKEL GROUP INC(MKL)443500+576137360.00%+123
BLACKLINE INC(BL)117,659115,799-1,8606,3326,4230.02%+91
THE TRADE DESK INC(TTD)35,12535,478+3532,7122,7730.01%+60
TIMOTHY PLAN14,54516,025+1,4805235520.00%+29
EVERTEC INC(EVTC)44,10044,10001,6241,6400.00%+15
TIMOTHY PLAN15,70714,794-9133963550.00%-42
AUTOHOME INC(ATHM)473,007452,923-20,08413,79313,7460.04%-47
CHARLES RIV LABS INTL INC(CRL)4,9555,005+501,0429810.00%-61
TREX CO INC(TREX)29,17029,462+2921,9121,8160.00%-97
ETSY INC(ETSY)15,67618,724+3,0481,3261,2090.00%-117
DYNATRACE INC(DT)101,705108,156+6,4515,2355,0540.01%-181
MONOLITHIC PWR SYS INC(MPWR)2,4642,489+251,3311,1500.00%-181
SITEONE LANDSCAPE SUPPLY INC(SITE)23,99823,461-5374,0163,8350.01%-182
MYT NETHERLANDS PARENT B V(LUXE)51,5760-51,5762060-206
SITIME CORP(SITM)35,18434,492-6924,1513,9410.01%-210
FORUM ENERGY TECHNOLOGIES IN00024,93624,6850.06%-251
ISHARES TR1,3880-1,3882600-260
REVOLVE GROUP INC(RVLV)421,604483,103+61,4996,9146,5750.02%-339
TYLER TECHNOLOGIES INC(TYL)12,56012,460-1005,2314,8110.01%-420
FIRSTSERVICE CORP NEW40,98540,159-8266,3155,8450.02%-471
APPFOLIO INC(APPF)39,91034,652-5,2586,8706,3290.02%-542
SKILLSOFT CORP1,768,0641,768,06402,1921,5670.00%-625
PAYCOM SOFTWARE INC(PAYC)15,98217,334+1,3525,1344,4940.01%-640
ALIGHT INC1,376,1171,694,077+317,96012,71512,0110.03%-704
YUM CHINA HLDGS INC(YUMC)220,451210,827-9,62412,45511,7470.03%-708
FLOOR & DECOR HLDGS INC(FND)44,10042,517-1,5834,5853,8480.01%-737
AMN HEALTHCARE SVCS INC33,44232,620-8223,6492,7790.01%-871
FOX FACTORY HLDG CORP(FOXF)91,64090,372-1,2689,9448,9540.02%-990
TENCENT MUSIC ENTMT GROUP(TME)3,196,4073,518,249+321,84223,58922,4460.06%-1,143
WINGSTOP INC(WING)49,91449,140-7749,9918,8370.02%-1,154
UNILEVER PLC(UL)765,200782,535+17,33539,89038,6570.10%-1,233
RH(RH)18,64318,404-2396,1444,8650.01%-1,279
KAROOOOO LTD(KARO)121,67758,641-63,0362,8471,1680.00%-1,680
FIVE BELOW INC(FIVE)73,03877,428+4,39014,35512,4580.03%-1,897
COPART INC(CPRT)21,0110-21,0111,9160-1,916
DOXIMITY INC(DOCS)192,660215,037+22,3776,5544,5630.01%-1,991
GLOBAL X FDS
S&P 500 CATHOLIC
46,8216,905-39,9162,5493610.00%-2,188
LESLIES INC262,2030-262,2032,4620-2,462
FARFETCH LTD486,3860-486,3862,9380-2,938
EURONET WORLDWIDE INC(EEFT)76,20874,498-1,7108,9455,9140.02%-3,031
HDFC BANK LTD(HDB)461,637473,113+11,47632,17627,9180.07%-4,258
DOCGO INC455,9610-455,9614,2720-4,272
OLO INC694,0050-694,0054,4830-4,483
LAS VEGAS SANDS CORP(LVS)333,893318,881-15,01219,36614,6180.04%-4,748
ALTAIR ENGR INC67,7920-67,7925,1410-5,141
LAUDER ESTEE COS INC(EL)127,240135,734+8,49424,98719,6200.05%-5,367
MEDTRONIC PLC(MDT)781,913794,789+12,87668,88762,2800.16%-6,607
SHOPIFY INC(SHOP)786,604802,650+16,04650,81543,8010.12%-7,014
ASML HOLDING N V
N Y REGISTRY SHS
63,86465,222+1,35846,28538,3930.10%-7,892
SAP SE(SAP)1,267,2591,262,674-4,585173,374163,2890.43%-10,085
AUTODESK INC5,480,5115,349,776-130,7351,121,3671,106,9222.91%-14,445
AON PLC(AON)810,868815,290+4,422279,912264,3330.70%-15,578
WORKDAY INC(WDAY)3,871,9683,950,320+78,352874,639848,7262.23%-25,913
GARTNER INC(IT)1,952,8551,915,189-37,666684,105658,0781.73%-26,027
ZOETIS INC(ZTS)5,397,9185,163,881-234,037929,575898,4122.36%-31,163
ADOBE INC(ADBE)4,631,5394,324,053-307,4862,264,7762,204,8345.80%-59,942
ACCENTURE PLC IRELAND
SHS CLASS A
5,160,5074,989,956-170,5511,592,4291,532,4654.03%-59,964
MASTERCARD INCORPORATED(MA)4,982,8874,798,026-184,8611,959,7691,899,5875.00%-60,183
ICON PLC(ICLR)1,466,0211,222,961-243,060366,799301,1540.79%-65,644
THERMO FISHER SCIENTIFIC INC(TMO)2,238,6492,151,028-87,6211,168,0151,088,7862.86%-79,230
ALIGN TECHNOLOGY INC1,582,0771,544,171-37,906559,486471,4661.24%-88,019
NIKE INC(NKE)6,353,1096,157,296-195,813701,193588,7611.55%-112,432
SALESFORCE INC(CRM)7,912,4957,660,386-252,1091,671,5941,553,3734.08%-118,221
VISA INC(V)7,856,5237,569,168-287,3551,865,7671,740,9844.58%-124,783
SERVICENOW INC(NOW)4,214,9673,994,534-220,4332,368,6852,232,7855.87%-135,900
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