Fund HoldingsPOLEN CAPITAL MANAGEMENT LLC

Total Portfolio Value
$38.74B
Total Bought
$5.18B
Total Sold
$6.76B
Net Transaction
-$1.58B
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)06,736,143+6,736,14301,569,5214.05%+1,569,521
ORACLE CORP(ORCL)08,767,967+8,767,96701,494,0623.86%+1,494,062
SHOPIFY INC(SHOP)14,722,35418,967,838+4,245,484972,4121,520,0833.92%+547,671
MSCI INC(MSCI)1,650,4502,228,293+577,843795,1041,298,9393.35%+503,834
WORKDAY INC(WDAY)04,802,526+4,802,52601,173,7853.03%+1,173,785
PAYCOM SOFTWARE INC(PAYC)2,236,1253,510,896+1,274,771319,855584,8101.51%+264,955
ADOBE INC(ADBE)2,665,1863,311,628+646,4421,480,6181,714,6954.43%+234,077
ACCENTURE PLC IRELAND
SHS CLASS A
03,902,146+3,902,14601,379,3313.56%+1,379,331
GLOBANT S A
COM
477,338632,979+155,64185,090125,4180.32%+40,328
SERVICENOW INC(NOW)02,223,744+2,223,74401,988,8945.13%+1,988,894
AON PLC(AON)822,041781,489-40,552241,335270,3870.70%+29,052
MERCADOLIBRE INC(MELI)31,04039,015+7,97551,01180,0580.21%+29,047
ZOETIS INC(ZTS)7,046,0516,366,653-679,3981,221,5031,243,9173.21%+22,413
MASTERCARD INCORPORATED(MA)03,833,355+3,833,35501,892,9114.89%+1,892,911
UNITEDHEALTH GROUP INC(UNH)2,249,0521,996,422-252,6301,145,3521,167,2683.01%+21,916
THERMO FISHER SCIENTIFIC INC(TMO)02,806,786+2,806,78601,736,1944.48%+1,736,194
ON HLDG AG(ONON)0295,518+295,518014,8200.04%+14,820
MEDTRONIC PLC(MDT)1,049,9691,023,029-26,94082,64392,1030.24%+9,460
E L F BEAUTY INC(ELF)064,126+64,12606,9920.02%+6,992
ISHARES TR010,746+10,74606,1990.02%+6,199
PDD HOLDINGS INC(PDD)54,87594,050+39,1757,29612,6790.03%+5,383
VANGUARD INDEX FDS013,814+13,81405,3040.01%+5,304
INSIGHT ENTERPRISES INC(NSIT)021,357+21,35704,6000.01%+4,600
PAYLOCITY HLDG CORP(PCTY)023,332+23,33203,8490.01%+3,849
ASML HOLDING N V
N Y REGISTRY SHS
51,06867,283+16,21552,22956,0630.14%+3,834
NV5 GLOBAL INC040,808+40,80803,8150.01%+3,815
REPLIGEN CORP(RGEN)14,57235,383+20,8111,8375,2660.01%+3,429
GARTNER INC(IT)01,469,390+1,469,3900744,6281.92%+744,628
YUM CHINA HLDGS INC(YUMC)201,365210,855+9,4906,2109,4930.02%+3,283
RAMBUS INC DEL(RMBS)056,150+56,15002,3710.01%+2,371
EXLSERVICE HOLDINGS INC(EXLS)327,095325,845-1,25010,25812,4310.03%+2,173
APPLIED INDL TECHNOLOGIES IN(AIT)7,59516,204+8,6091,4733,6160.01%+2,142
GOOSEHEAD INS INC(GSHD)129,053105,858-23,1957,4139,4530.02%+2,040
REVOLVE GROUP INC(RVLV)511,992402,820-109,1728,1469,9820.03%+1,836
INSTALLED BLDG PRODS INC(IBP)13,09317,963+4,8702,6934,4240.01%+1,731
TOPBUILD CORP04,075+4,07501,6580.00%+1,658
LAS VEGAS SANDS CORP(LVS)196,374202,934+6,5608,69010,2160.03%+1,526
DUTCH BROS INC(BROS)044,241+44,24101,4170.00%+1,417
SPDR S&P 500 ETF TR(SPY)01,863+1,86301,0690.00%+1,069
KINSALE CAP GROUP INC(KNSL)2,3154,181+1,8668921,9470.01%+1,055
CONSTRUCTION PARTNERS INC(ROAD)25,57435,094+9,5201,4122,4500.01%+1,038
ISHARES TR
BROAD USD HIGH
026,300+26,30009900.00%+990
ISHARES TR9,88813,381+3,4932,0062,9560.01%+950
ISHARES TR10,33418,526+8,1921,0411,8660.00%+825
BOOZ ALLEN HAMILTON HLDG COR04,722+4,72207690.00%+769
MARKETAXESS HLDGS INC(MKTX)8,0848,669+5851,6212,2210.01%+600
FIRSTSERVICE CORP NEW29,78728,137-1,6504,5395,1340.01%+595
AAON INC34,88432,928-1,9563,0433,5510.01%+508
LGI HOMES INC(LGIH)20,10319,430-6731,7992,3030.01%+504
VANGUARD INTL EQUITY INDEX F04,018+4,01804810.00%+481
KAROOOOO LTD(KARO)010,634+10,63404210.00%+421
TETRA TECH INC NEW(TTEK)3,30923,124+19,8156771,0910.00%+414
KB FINL GROUP INC(KB)78,26778,26704,4314,8330.01%+402
SITEONE LANDSCAPE SUPPLY INC(SITE)17,11116,293-8182,0772,4590.01%+381
POOL CORP(POOL)3,4853,672+1871,0711,3840.00%+313
OPTION CARE HEALTH INC(OPCH)153,541144,294-9,2474,2534,5160.01%+263
DLOCAL LTD(DLO)953,716987,283+33,5677,7167,8980.02%+183
ISHARES TR39,37139,480+1092,0922,2590.01%+167
GLOBAL X FDS
S&P 500 CATHOLIC
55,80354,750-1,0533,6503,7990.01%+150
FLOOR & DECOR HLDGS INC(FND)7,6357,266-3697599020.00%+143
NETEASE INC(NTES)4,0005,268+1,2683824930.00%+110
YETI HLDGS INC(YETI)120,632113,236-7,3964,6024,6460.01%+44
OLLIES BARGAIN OUTLET HLDGS(OLLI)12,80012,608-1921,2571,2250.00%-31
TREX CO INC(TREX)5,3795,189-1903993450.00%-53
PAYPAL HLDGS INC(PYPL)12,7708,813-3,9577416880.00%-53
SKILLSOFT CORP73,11260,108-13,0041,0119320.00%-79
CHARLES RIV LABS INTL INC(CRL)5,7155,504-2111,1811,0840.00%-96
COPA HOLDINGS SA(CPA)11,1689,628-1,5401,0639030.00%-159
TYLER TECHNOLOGIES INC(TYL)3,1102,397-7131,5641,3990.00%-164
ASPEN TECHNOLOGY INC9,8537,483-2,3701,9571,7870.00%-170
GENERAC HLDGS INC(GNRC)70,98857,902-13,0869,3869,1990.02%-187
DYNATRACE INC(DT)51,08338,791-12,2922,2852,0740.01%-211
HAMILTON LANE INC(HLNE)78,22555,830-22,3959,6679,4010.02%-266
ENDAVA PLC18,9309,776-9,1545542500.00%-304
HOULIHAN LOKEY INC(HLI)82,37668,311-14,06511,10910,7950.03%-315
BIO-TECHNE CORP(TECH)35,45727,443-8,0142,5402,1940.01%-347
KASPI KZ JSC(KSPI)9,6868,371-1,3151,2508870.00%-362
META PLATFORMS INC(META)8080-8084070-407
MORNINGSTAR INC(MORN)8,0646,196-1,8682,3861,9770.01%-408
BOWMAN CONSULTING GROUP LTD46,14541,186-4,9591,4679920.00%-475
FREEPORT-MCMORAN INC(FCX)10,4190-10,4195060-506
ETSY INC(ETSY)32,92524,738-8,1871,9421,3740.00%-568
WARBY PARKER INC(WRBY)463,853414,405-49,4487,4496,7670.02%-682
CCC INTELLIGENT SOLUTIONS HL(CCC)854,191796,190-58,0019,4908,7980.02%-692
EPAM SYS INC(EPAM)25,77520,722-5,0534,8494,1240.01%-724
EURONET WORLDWIDE INC(EEFT)64,71159,928-4,7836,6985,9470.02%-751
QUALYS INC(QLYS)25,56820,504-5,0643,6462,6340.01%-1,012
FOX FACTORY HLDG CORP(FOXF)80,54168,723-11,8183,8812,8520.01%-1,029
BLACKLINE INC(BL)104,00769,297-34,7105,0393,8210.01%-1,218
CORE & MAIN INC(CNM)158,999147,407-11,5927,7816,5450.02%-1,237
AMN HEALTHCARE SVCS INC61,78144,812-16,9693,1651,9000.00%-1,265
TOPGOLF CALLAWAY BRANDS CORP(CALY)153,11195,972-57,1392,3431,0540.00%-1,289
ABBOTT LABS013,937,610+13,937,61001,589,0274.10%+1,589,027
ALARM COM HLDGS INC128,165118,324-9,8418,1446,4690.02%-1,675
FIVE BELOW INC(FIVE)20,7845,004-15,7802,2654420.00%-1,823
MONOLITHIC PWR SYS INC(MPWR)2,4420-2,4422,0070-2,007
RH(RH)8,2830-8,2832,0250-2,025
CLEARWATER ANALYTICS HLDGS I571,837338,954-232,88310,5908,5590.02%-2,032
MEDPACE HLDGS INC(MEDP)17,34114,964-2,3777,1424,9950.01%-2,147
ALIGN TECHNOLOGY INC010,215+10,21502,5980.01%+2,598
Page 1 of 1