Fund HoldingsPOLEN CAPITAL MANAGEMENT LLC

Total Portfolio Value
$41.49B
Total Bought
$2.18B
Total Sold
$5.41B
Net Transaction
-$3.23B
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)09,956,252+9,956,25203,744,2019.02%+3,744,201
AMAZON COM INC(AMZN)036,275,937+36,275,93705,512,07813.29%+5,512,078
SERVICENOW INC(NOW)3,994,5343,796,364-198,1702,232,7852,682,1896.46%+449,404
SALESFORCE INC(CRM)7,660,3867,275,372-385,0141,553,3731,914,4414.61%+361,068
ADOBE INC(ADBE)4,324,0534,155,287-168,7662,204,8342,479,2235.98%+274,388
WORKDAY INC(WDAY)3,950,3203,768,793-181,527848,7261,040,5842.51%+191,858
ABBOTT LABS013,488,308+13,488,30801,484,8193.58%+1,484,819
VISA INC(V)7,569,1687,291,781-277,3871,740,9841,898,5614.58%+157,577
GARTNER INC(IT)1,915,1891,806,738-108,451658,078815,0381.96%+156,960
ACCENTURE PLC IRELAND
SHS CLASS A
4,989,9564,800,967-188,9891,532,4651,684,8274.06%+152,361
AUTODESK INC5,349,7765,122,109-227,6671,106,9221,247,2023.01%+140,280
NOVO-NORDISK A S(NVO)7,906,2557,958,444+52,189718,995823,3011.98%+104,306
ZOETIS INC(ZTS)5,163,8814,971,744-192,137898,412981,2732.37%+82,861
MASTERCARD INCORPORATED(MA)4,798,0264,646,772-151,2541,899,5871,982,0424.78%+82,455
KAROOOOO LTD(KARO)58,6419,250-49,3911,16881,0210.20%+79,854
ALPHABET INC(GOOG)19,492,28818,794,822-697,4662,570,0582,648,9946.38%+78,936
HELEN OF TROY LTD22,07520,112-1,9632,57381,0210.20%+78,448
ISHARES TR54,287101,590+47,3035,01481,0210.20%+76,007
ISHARES TR05,005+5,005067,8590.16%+67,859
MARKETAXESS HLDGS INC(MKTX)04,461+4,461067,8590.16%+67,859
GOOSEHEAD INS INC(GSHD)221,873151,971-69,90216,53681,0210.20%+64,485
HAMILTON LANE INC(HLNE)114,79595,403-19,39210,38267,8590.16%+57,477
SPDR SER TR
ST STR BLO 1 ETF
0606,590+606,590055,4360.13%+55,436
HOULIHAN LOKEY INC(HLI)128,967127,298-1,66913,81567,8590.16%+54,044
LAS VEGAS SANDS CORP(LVS)318,881232,636-86,24514,61867,8590.16%+53,241
NIKE INC(NKE)6,157,2965,904,020-253,276588,761640,9991.54%+52,239
SAP SE(SAP)1,262,6741,242,694-19,980163,289192,1080.46%+28,819
MEDTRONIC PLC(MDT)794,789983,504+188,71562,28081,0210.20%+18,741
SHOPIFY INC(SHOP)802,650779,876-22,77443,80160,7520.15%+16,952
ALPHABET INC(GOOG)2,171,2662,138,915-32,351284,132298,7850.72%+14,653
PAYPAL HLDGS INC(PYPL)020,794,484+20,794,48401,276,9893.08%+1,276,989
CORE & MAIN INC(CNM)0187,140+187,14007,5620.02%+7,562
MERCADOLIBRE INC(MELI)48,48843,180-5,30861,47667,8590.16%+6,382
GENERAC HLDGS INC(GNRC)046,135+46,13505,9620.01%+5,962
ISHARES TR01,774+1,77405,1710.01%+5,171
LGI HOMES INC(LGIH)025,236+25,23605,1710.01%+5,171
MEDPACE HLDGS INC(MEDP)016,870+16,87005,1710.01%+5,171
MSCI INC(MSCI)139,245135,306-3,93971,44476,6050.18%+5,162
ISHARES TR23,094165,456+142,3621,0865,1710.01%+4,086
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
033,266+33,26602,5950.01%+2,595
UNITEDHEALTH GROUP INC(UNH)2,538,1342,435,074-103,0601,279,7021,281,9943.09%+2,292
WARBY PARKER INC(WRBY)369,840489,598+119,7584,8676,9030.02%+2,036
BOWMAN CONSULTING GROUP LTD056,575+56,57502,0100.00%+2,010
EURONET WORLDWIDE INC(EEFT)74,49877,996+3,4985,9147,9160.02%+2,002
TOPGOLF CALLAWAY BRANDS CORP(CALY)0130,662+130,66201,8740.00%+1,874
BIO-TECHNE CORP(TECH)022,383+22,38301,7270.00%+1,727
ETSY INC(ETSY)18,72434,322+15,5981,2092,7820.01%+1,573
MONOLITHIC PWR SYS INC(MPWR)2,4894,038+1,5491,1502,5470.01%+1,397
SKILLSOFT CORP078,190+78,19001,3750.00%+1,375
POOL CORP(POOL)03,395+3,39501,3540.00%+1,354
BUMBLE INC430,530517,630+87,1006,4247,6300.02%+1,206
ALIGHT INC1,694,0771,530,608-163,46912,01113,0560.03%+1,045
TENCENT MUSIC ENTMT GROUP(TME)3,518,2492,596,369-921,88022,44623,3930.06%+947
ASPEN TECHNOLOGY INC7,52911,117+3,5881,5382,4470.01%+910
PROGYNY INC349,163340,461-8,70211,87912,6580.03%+780
VANGUARD INDEX FDS6,9378,412+1,4751,8892,6150.01%+726
MORNINGSTAR INC(MORN)14,06113,785-2763,2943,9460.01%+652
AMN HEALTHCARE SVCS INC32,62045,416+12,7962,7793,4010.01%+622
CHARLES RIV LABS INTL INC(CRL)5,0056,328+1,3239811,4960.00%+515
BLACKLINE INC(BL)115,799111,004-4,7956,4236,9310.02%+508
TREX CO INC(TREX)29,46226,873-2,5891,8162,2250.01%+409
SPDR S&P 500 ETF TR(SPY)0662+66203150.00%+315
SITIME CORP(SITM)34,49234,628+1363,9414,2270.01%+287
DOXIMITY INC(DOCS)215,037172,888-42,1494,5634,8480.01%+285
WINGSTOP INC(WING)49,14035,410-13,7308,8379,0860.02%+248
REVOLVE GROUP INC(RVLV)483,103409,749-73,3546,5756,7940.02%+219
FIRSTSERVICE CORP NEW40,15936,628-3,5315,8455,9370.01%+92
TIMOTHY PLAN14,79415,875+1,0813554200.00%+65
GLOBAL X FDS
S&P 500 CATHOLIC
6,9055,388-1,5173613890.00%+27
TIMOTHY PLAN16,02515,147-8785525790.00%+26
RH(RH)18,40416,745-1,6594,8654,8810.01%+16
EXLSERVICE HOLDINGS INC(EXLS)97,08388,650-8,4332,7222,7350.01%+13
DYNATRACE INC(DT)108,15692,273-15,8835,0545,0460.01%-8
CLEARWATER ANALYTICS HLDGS I304,600290,890-13,7105,8915,8270.01%-64
YUM CHINA HLDGS INC(YUMC)210,827271,366+60,53911,74711,5140.03%-233
FORUM ENERGY TECHNOLOGIES IN00024,68524,3740.06%-311
ALARM COM HLDGS INC141,435128,913-12,5228,6478,3300.02%-317
FLOOR & DECOR HLDGS INC(FND)42,51731,263-11,2543,8483,4880.01%-360
SITEONE LANDSCAPE SUPPLY INC(SITE)23,46121,333-2,1283,8353,4670.01%-368
TAIWAN SEMICONDUCTOR MFG LTD(TSM)56,38142,083-14,2984,9004,3770.01%-523
ENDAVA PLC99,42766,498-32,9295,7025,1770.01%-525
MARKEL GROUP INC(MKL)5000-5007360-736
FAIR ISAAC CORP(FICO)8710-8717560-756
PAYCOM SOFTWARE INC(PAYC)17,33416,397-9374,4943,3900.01%-1,105
SKILLSOFT CORP1,768,0640-1,768,0641,5670-1,567
APPFOLIO INC(APPF)34,65227,075-7,5776,3294,6910.01%-1,638
EVERTEC INC(EVTC)44,1000-44,1001,6400-1,640
XPEL INC(XPEL)61,71057,064-4,6464,7583,0730.01%-1,686
DOCUSIGN INC(DOCU)000000
ASML HOLDING N V
N Y REGISTRY SHS
65,22247,776-17,44638,39336,1630.09%-2,231
TYLER TECHNOLOGIES INC(TYL)12,4606,166-6,2944,8112,5780.01%-2,233
FOX FACTORY HLDG CORP(FOXF)90,37295,726+5,3548,9546,4600.02%-2,494
QUALYS INC(QLYS)58,69231,660-27,0328,9546,2140.01%-2,739
THE TRADE DESK INC(TTD)35,4780-35,4782,7730-2,773
YETI HLDGS INC(YETI)236,217164,441-71,77611,3908,5150.02%-2,876
AUTOMATIC DATA PROCESSING IN500,514503,272+2,758120,414117,3500.28%-3,064
CCC INTELLIGENT SOLUTIONS HL(CCC)731,683577,430-154,2539,7686,5770.02%-3,191
EPAM SYS INC(EPAM)55,92536,435-19,49014,29910,8340.03%-3,466
FIVE BELOW INC(FIVE)77,42830,457-46,97112,4586,4920.02%-5,966
AUTOHOME INC(ATHM)452,923253,643-199,28013,7467,1170.02%-6,629
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