Fund HoldingsPOLEN CAPITAL MANAGEMENT LLC

Total Portfolio Value
$37.01B
Total Bought
$1.70B
Total Sold
$4.70B
Net Transaction
-$3.00B
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ELI LILLY & CO(LLY)01,295,389+1,295,38901,000,0402.70%+1,000,040
COSTAR GROUP INC(CSGP)06,497,188+6,497,1880465,1341.26%+465,134
SHOPIFY INC(SHOP)18,967,83817,079,480-1,888,3581,520,0831,816,0614.91%+295,979
ORACLE CORP(ORCL)8,767,96710,723,731+1,955,7641,494,0621,787,0034.83%+292,941
NETFLIX INC(NFLX)01,727,862+1,727,86201,540,0784.16%+1,540,078
ISHARES TR0503,619+503,6190202,2430.55%+202,243
VISA INC(V)06,578,733+6,578,73302,079,1435.62%+2,079,143
PAYCOM SOFTWARE INC(PAYC)3,510,8963,171,660-339,236584,810650,0951.76%+65,285
WILLIS TOWERS WATSON PLC LTD(WTW)0128,586+128,586040,2780.11%+40,278
SPOTIFY TECHNOLOGY S A(SPOT)060,861+60,861027,2280.07%+27,228
ISHARES TR0317,801+317,801037,3420.10%+37,342
NU HLDGS LTD(NU)02,243,471+2,243,471023,2420.06%+23,242
ALPHABET INC(GOOG)01,230,197+1,230,1970232,8760.63%+232,876
ISHARES TR39,480380,271+340,7912,25919,8350.05%+17,576
MONDAY COM LTD
SHS
053,186+53,186012,5220.03%+12,522
VANGUARD INDEX FDS13,81439,046+25,2325,30416,0260.04%+10,723
GLOBANT S A
COM
632,979634,524+1,545125,418136,0550.37%+10,636
SPDR S&P 500 ETF TR(SPY)1,8639,539+7,6761,0695,5900.02%+4,521
WILLSCOT HLDGS CORP(WSC)0125,024+125,02404,1820.01%+4,182
DUTCH BROS INC(BROS)44,241105,023+60,7821,4175,5010.01%+4,084
TREX CO INC(TREX)5,18956,268+51,0793453,8840.01%+3,539
RAMBUS INC DEL(RMBS)56,15099,259+43,1092,3715,2470.01%+2,876
FABRINET(FN)012,605+12,60502,7720.01%+2,772
BELDEN INC024,182+24,18202,7230.01%+2,723
VANGUARD INTL EQUITY INDEX F4,01826,794+22,7764813,1480.01%+2,667
SAP SE(SAP)0999,944+999,9440246,1960.67%+246,196
PAYLOCITY HLDG CORP(PCTY)23,33228,689+5,3573,8495,7230.02%+1,874
EXLSERVICE HOLDINGS INC(EXLS)325,845319,490-6,35512,43114,1790.04%+1,748
INSIGHT ENTERPRISES INC(NSIT)21,35741,431+20,0744,6006,3020.02%+1,702
COLLIERS INTL GROUP INC(CIGI)08,226+8,22601,1180.00%+1,118
ENTEGRIS INC(ENTG)011,026+11,02601,0920.00%+1,092
BENTLEY SYS INC(BSY)021,407+21,40701,0000.00%+1,000
WARBY PARKER INC(WRBY)414,405319,822-94,5836,7677,7430.02%+976
APPLIED INDL TECHNOLOGIES IN(AIT)16,20418,556+2,3523,6164,4440.01%+828
FIRSTSERVICE CORP NEW28,13732,771+4,6345,1345,9320.02%+798
E L F BEAUTY INC(ELF)64,12661,473-2,6536,9927,7180.02%+726
SITEONE LANDSCAPE SUPPLY INC(SITE)16,29324,140+7,8472,4593,1810.01%+722
ISHARES TR06,708+6,70806760.00%+676
PURE STORAGE INC(P)010,643+10,64306540.00%+654
POOL CORP(POOL)3,6725,962+2,2901,3842,0330.01%+649
TETRA TECH INC NEW(TTEK)23,12443,162+20,0381,0911,7200.00%+629
REPLIGEN CORP(RGEN)35,38340,556+5,1735,2665,8380.02%+572
SKILLSOFT CORP60,10857,172-2,9369321,3700.00%+438
ON HLDG AG(ONON)295,518278,383-17,13514,82015,2470.04%+427
MEDPACE HLDGS INC(MEDP)14,96416,223+1,2594,9955,3900.01%+395
CONSTRUCTION PARTNERS INC(ROAD)35,09432,009-3,0852,4502,8310.01%+382
BOOZ ALLEN HAMILTON HLDG COR4,7228,900+4,1787691,1450.00%+377
CORE & MAIN INC(CNM)147,407135,737-11,6706,5456,9100.02%+366
CELLEBRITE DI LTD(CLBT)010,095+10,09502220.00%+222
REVOLVE GROUP INC(RVLV)402,820304,529-98,2919,98210,1990.03%+217
FERGUSON ENTERPRISES INC(FERG)01,238+1,23802150.00%+215
KAROOOOO LTD(KARO)10,63413,273+2,6394215990.00%+178
AAON INC32,92831,557-1,3713,5513,7140.01%+163
OLLIES BARGAIN OUTLET HLDGS(OLLI)12,60812,603-51,2251,3830.00%+157
KINSALE CAP GROUP INC(KNSL)4,1814,517+3361,9472,1010.01%+154
CCC INTELLIGENT SOLUTIONS HL(CCC)796,190762,304-33,8868,7988,9420.02%+144
FLOOR & DECOR HLDGS INC(FND)7,2669,800+2,5349029770.00%+75
BLACKLINE INC(BL)69,29762,791-6,5063,8213,8150.01%-6
QUALYS INC(QLYS)20,50418,701-1,8032,6342,6220.01%-12
BOWMAN CONSULTING GROUP LTD41,18638,968-2,2189929720.00%-20
ISHARES TR
BROAD USD HIGH
26,30026,30009909680.00%-23
TOPBUILD CORP4,0755,220+1,1451,6581,6250.00%-33
PAYPAL HLDGS INC(PYPL)8,8137,441-1,3726886350.00%-53
NETEASE INC(NTES)5,2684,719-5494934210.00%-72
ENDAVA PLC9,7760-9,7762500-250
COPA HOLDINGS SA(CPA)9,6287,293-2,3359036410.00%-263
CHARLES RIV LABS INTL INC(CRL)5,5044,248-1,2561,0847840.00%-300
NIKE INC(NKE)013,607+13,60701,0300.00%+1,030
TOPGOLF CALLAWAY BRANDS CORP(CALY)95,97283,466-12,5061,0546560.00%-398
GOOSEHEAD INS INC(GSHD)105,85884,310-21,5489,4539,0400.02%-413
GLOBAL X FDS
S&P 500 CATHOLIC
54,75047,625-7,1253,7993,3740.01%-425
FIVE BELOW INC(FIVE)5,0040-5,0044420-442
AUTODESK INC05,174+5,17401,5290.00%+1,529
SPDR SER TR
ST STR BLO 1 ETF
000000
DYNATRACE INC(DT)38,79129,021-9,7702,0741,5770.00%-497
ETSY INC(ETSY)24,73815,037-9,7011,3747950.00%-578
KASPI KZ JSC(KSPI)8,3713,105-5,2668872940.00%-593
MORNINGSTAR INC(MORN)6,1963,906-2,2901,9771,3150.00%-662
BIO-TECHNE CORP(TECH)27,44320,760-6,6832,1941,4950.00%-698
ISHARES TR13,38110,007-3,3742,9562,2110.01%-745
DLOCAL LTD(DLO)987,283627,360-359,9237,8987,0640.02%-834
LGI HOMES INC(LGIH)19,43016,100-3,3302,3031,4390.00%-864
YETI HLDGS INC(YETI)113,23698,057-15,1794,6463,7760.01%-870
EPAM SYS INC(EPAM)20,72213,454-7,2684,1243,1460.01%-978
AMN HEALTHCARE SVCS INC44,81238,142-6,6701,9009120.00%-987
HAMILTON LANE INC(HLNE)55,83055,644-1869,4018,2380.02%-1,163
MARKETAXESS HLDGS INC(MKTX)8,6694,357-4,3122,2219850.00%-1,236
ISHARES TR18,5265,569-12,9571,8665590.00%-1,307
TYLER TECHNOLOGIES INC(TYL)2,3970-2,3971,3990-1,399
PROGYNY INC0260,708+260,70804,4970.01%+4,497
FOX FACTORY HLDG CORP(FOXF)68,72341,273-27,4502,8521,2490.00%-1,603
ALIGN TECHNOLOGY INC10,2154,504-5,7112,5989390.00%-1,659
INSTALLED BLDG PRODS INC(IBP)17,96315,752-2,2114,4242,7600.01%-1,663
ASPEN TECHNOLOGY INC7,4830-7,4831,7870-1,787
AUTOMATIC DATA PROCESSING IN0179,749+179,749052,6180.14%+52,618
LAS VEGAS SANDS CORP(LVS)202,934154,724-48,21010,2167,9470.02%-2,269
GENERAC HLDGS INC(GNRC)57,90244,416-13,4869,1996,8870.02%-2,313
UNILEVER PLC(UL)0244,122+244,122013,8420.04%+13,842
HDFC BANK LTD(HDB)0774,580+774,580049,4650.13%+49,465
SALESFORCE INC(CRM)019,582+19,58206,5470.02%+6,547
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