Polen Capital Management LLC
| Period: | Q4 2024 |
| Portfolio date: | Dec 31, 2024 |
| No. of stocks: | 124 |
| Portfolio value: | $37.0B |
Viewing historical Q4 2024 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| AMZN · Amazon Com Inc. | 11.59 | New | 19,546,612 | $219.39 | $4,288,331,252 | $272.68 | +24.29% | $196.00 | $278.56 |
| MSFT · Microsoft Corp. | 7.30 | New | 6,410,882 | $421.50 | $2,702,186,554 | $415.06 | -1.53% | $356.28 | $555.45 |
| GOOG · Alphabet Inc. | 5.70 | New | 11,076,271 | $190.44 | $2,109,365,012 | $400.71 | +110.41% | $156.16 | $402.00 |
| V · Visa, Inc. | 5.62 | New | 6,578,733 | $316.04 | $2,079,142,753 | $318.79 | +0.87% | $293.89 | $375.51 |
| MA · Mastercard Inc. | 4.97 | New | 3,492,466 | $526.57 | $1,839,027,815 | $495.48 | -5.90% | $480.50 | $601.77 |
| SHOP · Shopify Inc. | 4.91 | New | 17,079,480 | $106.33 | $1,816,061,116 | $110.50 | +3.93% | $99.01 | $182.19 |
| ORCL · Oracle Corp. | 4.83 | New | 10,723,731 | $166.64 | $1,787,002,544 | $195.95 | +17.59% | $134.57 | $345.72 |
| NOW · Servicenow Inc. | 4.68 | New | 1,634,595 | $1060.12 | $1,732,867,253 | $91.18 | -91.40% | $81.24 | $211.48 |
| AAPL · Apple Inc. | 4.17 | New | 6,169,513 | $250.42 | $1,544,969,440 | $293.26 | +17.11% | $193.46 | $294.76 |
| NFLX · Netflix Inc. | 4.16 | New | 1,727,862 | $891.32 | $1,540,078,082 | $87.48 | -90.19% | $75.01 | $134.12 |
| ABT · Abbott Labs | 3.88 | New | 12,688,363 | $113.11 | $1,435,180,755 | $84.32 | -25.45% | $84.08 | $139.06 |
| ADBE · Adobe Inc. | 3.62 | New | 3,015,574 | $444.68 | $1,340,965,681 | $253.04 | -43.10% | $224.13 | $422.95 |
| TMO · Thermo Fisher Scientific Inc. | 3.46 | New | 2,461,195 | $520.23 | $1,280,387,702 | $465.00 | -10.62% | $385.46 | $643.99 |
| G1151C101 · Accenture Plc Ireland | 3.35 | New | 3,526,610 | $351.79 | $1,240,625,957 | — | — | — | — |
| MSCI · Msci Inc. | 3.29 | New | 2,032,238 | $600.01 | $1,219,363,274 | $585.42 | -2.43% | $501.08 | $626.28 |
| ZTS · Zoetis Inc. | 3.29 | New | 7,483,194 | $162.93 | $1,219,236,807 | $82.83 | -49.16% | $81.10 | $172.23 |
| WDAY · Workday Inc. | 2.99 | New | 4,287,623 | $258.03 | $1,106,335,466 | $127.83 | -50.46% | $110.36 | $276.00 |
| ABNB · Airbnb Inc. | 2.92 | New | 8,216,914 | $131.41 | $1,079,784,682 | $141.49 | +7.67% | $110.81 | $147.25 |
| LLY · Eli Lilly & Co. | 2.70 | New | 1,295,389 | $772.00 | $1,000,040,041 | $948.45 | +22.86% | $623.78 | $1133.95 |
| PAYC · Paycom Software Inc. | 1.76 | New | 3,171,660 | $204.97 | $650,095,213 | $136.87 | -33.22% | $104.90 | $267.76 |
| UNH · Unitedhealth Group Inc. | 1.54 | New | 1,125,593 | $505.86 | $569,392,234 | $379.98 | -24.88% | $234.60 | $387.21 |
| NVO · Novo-Nordisk A S | 1.49 | New | 6,405,748 | $86.02 | $551,022,485 | $46.07 | -46.44% | $35.12 | $81.44 |
| CSGP · Costar Group Inc. | 1.26 | New | 6,497,188 | $71.59 | $465,133,668 | $32.77 | -54.23% | $32.71 | $97.43 |
| IT · Gartner Inc. | 1.18 | New | 902,690 | $484.47 | $437,325,983 | $158.65 | -67.25% | $139.18 | $451.73 |
| AON · Aon Plc | 0.70 | New | 719,322 | $359.16 | $258,351,618 | $312.79 | -12.91% | $304.59 | $381.00 |
| SAP · Sap Se | 0.67 | New | 999,944 | $246.21 | $246,196,312 | $173.70 | -29.45% | $160.66 | $313.28 |
| GOOGL · Alphabet Inc. | 0.63 | New | 1,230,197 | $189.30 | $232,876,376 | $400.71 | +111.68% | $156.16 | $402.00 |
| 464287614 · Ishares Tr | 0.55 | New | 503,619 | $401.58 | $202,243,438 | — | — | — | — |
| ICLR · Icon Plc | 0.40 | New | 711,510 | $209.71 | $149,210,727 | $124.49 | -40.64% | $66.57 | $211.00 |
| GLOB · Globant S A | 0.37 | New | 634,524 | $214.42 | $136,054,594 | $39.23 | -81.70% | $38.49 | $142.25 |
| MDT · Medtronic Plc | 0.17 | New | 782,478 | $79.88 | $62,504,372 | $76.15 | -4.67% | $75.91 | $106.33 |
| MELI · Mercadolibre Inc. | 0.17 | New | 36,595 | $1700.44 | $62,227,588 | $1632.52 | -3.99% | $1593.21 | $2645.22 |
| ADP · Automatic Data Processing In | 0.14 | New | 179,749 | $292.73 | $52,617,861 | $213.00 | -27.24% | $188.16 | $329.93 |
| HDB · Hdfc Bank Ltd. | 0.13 | New | 774,580 | $63.86 | $49,464,671 | $25.02 | -60.82% | $23.91 | $39.80 |
| ASML · Asml Holding N.V. | 0.12 | New | 62,141 | $693.08 | $43,068,790 | $1592.02 | +129.70% | $683.48 | $1595.31 |
| WTW · Willis Towers Watson Plc Ltd. | 0.11 | New | 128,586 | $313.24 | $40,278,152 | $256.36 | -18.16% | $246.61 | $352.79 |
| 464288257 · Ishares Tr | 0.10 | New | 317,801 | $117.50 | $37,341,573 | — | — | — | — |
| SPOT · Spotify Technology S A | 0.07 | New | 60,861 | $447.38 | $27,227,935 | $417.83 | -6.60% | $405.00 | $785.00 |
| NU · Nu Hldgs Ltd. | 0.06 | New | 2,243,471 | $10.36 | $23,242,364 | $13.80 | +33.20% | $11.71 | $18.98 |
| 464288240 · Ishares Tr | 0.05 | New | 380,271 | $52.16 | $19,834,943 | — | — | — | — |
| 922908736 · Vanguard Index Fds | 0.04 | New | 39,046 | $410.44 | $16,026,137 | — | — | — | — |
| H5919C104 · On Hldg Ag | 0.04 | New | 278,383 | $54.77 | $15,247,057 | — | — | — | — |
| EXLS · Exlservice Holdings Inc. | 0.04 | New | 319,490 | $44.38 | $14,178,971 | — | — | — | — |
| UL · Unilever Plc | 0.04 | New | 244,122 | $56.70 | $13,841,715 | — | — | — | — |
| MNDY · Monday Com Ltd. | 0.03 | New | 53,186 | $235.44 | $12,522,089 | $72.07 | -69.39% | $57.50 | $316.98 |
| TME · Tencent Music Entmt Group | 0.03 | New | 1,059,587 | $11.35 | $12,026,312 | $9.24 | -18.59% | $8.78 | $26.70 |
| RVLV · Revolve Group Inc. | 0.03 | New | 304,529 | $33.49 | $10,198,669 | $20.86 | -37.71% | $18.08 | $31.68 |
| GSHD · Goosehead Ins Inc. | 0.02 | New | 84,310 | $107.22 | $9,039,681 | $40.86 | -61.89% | $39.64 | $114.76 |
| CCC · Ccc Intelligent Solutions Hl | 0.02 | New | 762,304 | $11.73 | $8,941,828 | $5.13 | -56.27% | $4.58 | $10.50 |
| HLNE · Hamilton Lane Inc. | 0.02 | New | 55,644 | $148.05 | $8,238,108 | — | — | — | — |
| LVS · Las Vegas Sands Corp. | 0.02 | New | 154,724 | $51.36 | $7,946,625 | — | — | — | — |
| WRBY · Warby Parker Inc. Cl A | 0.02 | New | 319,822 | $24.21 | $7,742,879 | $29.55 | +22.06% | $14.96 | $31.00 |
| ELF · E L F Beauty Inc. | 0.02 | New | 61,473 | $125.55 | $7,717,934 | — | — | — | — |
| DLO · Dlocal Ltd. | 0.02 | New | 627,360 | $11.26 | $7,064,074 | $13.70 | +21.67% | $9.21 | $16.78 |
| CNM · Core & Main Inc. | 0.02 | New | 135,737 | $50.91 | $6,910,386 | — | — | — | — |
| GNRC · Generac Hldgs Inc. | 0.02 | New | 44,416 | $155.05 | $6,886,654 | $269.41 | +73.76% | $118.09 | $272.40 |
| CRM · Salesforce Inc. | 0.02 | New | 19,582 | $334.34 | $6,546,952 | $181.82 | -45.62% | $163.52 | $296.05 |
| PDD · Pdd Holdings Inc. | 0.02 | New | 67,092 | $96.99 | $6,507,253 | $98.78 | +1.85% | $95.24 | $139.41 |
| NSIT · Insight Enterprises Inc. | 0.02 | New | 41,431 | $152.10 | $6,301,655 | $83.79 | -44.91% | $63.62 | $148.58 |
| HLI · Houlihan Lokey Inc. | 0.02 | New | 35,999 | $173.66 | $6,251,650 | $152.87 | -11.97% | $134.41 | $211.78 |
| FSV · Firstservice Corp. New | 0.02 | New | 32,771 | $181.02 | $5,932,159 | $134.56 | -25.67% | $124.37 | $209.66 |
| RGEN · Repligen Corp. | 0.02 | New | 40,556 | $143.94 | $5,837,611 | — | — | — | — |
| PCTY · Paylocity Hldg Corp. | 0.02 | New | 28,689 | $199.47 | $5,722,626 | — | — | — | — |
| 78462F103 · Spdr S&P 500 Etf Tr | 0.02 | New | 9,539 | $586.07 | $5,590,481 | — | — | — | — |
| BROS · Dutch Bros Inc. | 0.01 | New | 105,023 | $52.38 | $5,501,118 | $52.71 | +0.63% | $44.58 | $77.88 |
| MEDP · Medpace Hldgs Inc. | 0.01 | New | 16,223 | $332.23 | $5,389,833 | $424.00 | +27.62% | $284.48 | $628.92 |
| RMBS · Rambus Inc. Del | 0.01 | New | 99,259 | $52.86 | $5,246,822 | — | — | — | — |
| PGNY · Progyny Inc. | 0.01 | New | 260,708 | $17.25 | $4,497,214 | $23.72 | +37.51% | $16.10 | $28.75 |
| AIT · Applied Indl Technologies In | 0.01 | New | 18,556 | $239.47 | $4,443,616 | — | — | — | — |
| WSC · Willscot Hldgs Corp. | 0.01 | New | 125,024 | $33.45 | $4,182,050 | $28.10 | -15.99% | $14.91 | $31.88 |
| YUMC · Yum China Holdings, Inc. | 0.01 | New | 85,998 | $48.17 | $4,142,524 | $46.90 | -2.64% | $41.69 | $58.39 |
| TREX · Trex Co. Inc. | 0.01 | New | 56,268 | $69.03 | $3,884,186 | $40.20 | -41.76% | $29.77 | $68.78 |
| CWAN · Clearwater Analytics Hldgs I | 0.01 | New | 140,029 | $27.52 | $3,853,603 | $24.35 | -11.52% | $15.73 | $25.07 |
| BL · Blackline Inc. | 0.01 | New | 62,791 | $60.76 | $3,815,181 | $30.63 | -49.59% | $28.78 | $59.57 |
| YETI · Yeti Holdings Inc. | 0.01 | New | 98,057 | $38.51 | $3,776,183 | $41.53 | +7.84% | $28.98 | $51.29 |
| AAON · Aaon Inc. | 0.01 | New | 31,557 | $117.68 | $3,713,569 | — | — | — | — |
| 37954Y889 · Global X Fds | 0.01 | New | 47,625 | $70.84 | $3,373,755 | — | — | — | — |
| SITE · Siteone Landscape Supply Inc. | 0.01 | New | 24,140 | $131.77 | $3,180,943 | $121.00 | -8.17% | $112.23 | $168.56 |
| 922042742 · Vanguard Intl Equity Index F | 0.01 | New | 26,794 | $117.48 | $3,147,737 | — | — | — | — |
| EPAM · Epam Sys Inc. | 0.01 | New | 13,454 | $233.82 | $3,145,814 | — | — | — | — |
| ROAD · Construction Partners Inc. | 0.01 | New | 32,009 | $88.46 | $2,831,493 | $140.48 | +58.81% | $93.22 | $151.00 |
| FN · Fabrinet | 0.01 | New | 12,605 | $219.88 | $2,771,633 | $621.28 | +182.55% | $212.37 | $734.79 |
| IBP · Installed Bldg Prods Inc. | 0.01 | New | 15,752 | $175.25 | $2,760,477 | $219.99 | +25.53% | $150.83 | $349.00 |
| BDC · Belden Inc. | 0.01 | New | 24,182 | $112.61 | $2,723,178 | $112.30 | -0.28% | $103.57 | $159.99 |
| QLYS · Qualys Inc. | 0.01 | New | 18,701 | $140.22 | $2,622,312 | $94.28 | -32.76% | $74.51 | $155.47 |
| 464287655 · Ishares Tr | 0.01 | New | 10,007 | $220.96 | $2,211,143 | — | — | — | — |
| 49714P108 · Kinsale Cap Group Inc. | 0.01 | New | 4,517 | $465.13 | $2,100,992 | — | — | — | — |
| POOL · Pool Corp. | 0.01 | New | 5,962 | $340.94 | $2,032,684 | $187.77 | -44.93% | $184.50 | $345.00 |
| TTEK · Tetra Tech Inc. New | 0.00 | New | 43,162 | $39.84 | $1,719,574 | — | — | — | — |
| BLD · Topbuild Corp. | 0.00 | New | 5,220 | $311.34 | $1,625,195 | — | — | — | — |
| DT · Dynatrace Inc. | 0.00 | New | 29,021 | $54.35 | $1,577,291 | $40.70 | -25.11% | $31.64 | $57.55 |
| ADSK · Autodesk Inc. | 0.00 | New | 5,174 | $295.57 | $1,529,285 | $244.50 | -17.28% | $214.10 | $329.09 |
| TECH · Bio-Techne Corp. | 0.00 | New | 20,760 | $72.03 | $1,495,343 | $48.36 | -32.86% | $45.12 | $72.16 |
| LGIH · Lgi Homes Inc. | 0.00 | New | 16,100 | $89.40 | $1,439,329 | — | — | — | — |
| OLLI · Ollies Bargain Outlet Hldgs | 0.00 | New | 12,603 | $109.73 | $1,382,927 | $82.21 | -25.08% | $80.51 | $141.74 |
| SKIL · Skillsoft Corp. | 0.00 | New | 57,172 | $23.96 | $1,369,841 | — | — | — | — |
| MORN · Morningstar Inc. | 0.00 | New | 3,906 | $336.76 | $1,315,385 | — | — | — | — |
| ALRM · Alarm Com Hldgs Inc. | 0.00 | New | 21,461 | $60.80 | $1,304,823 | — | — | — | — |
| FOXF · Fox Factory Hldg Corp. | 0.00 | New | 41,273 | $30.27 | $1,249,336 | — | — | — | — |
| BAH · Booz Allen Hamilton Hldg Cor | 0.00 | New | 8,900 | $128.70 | $1,145,430 | $77.04 | -40.14% | $73.93 | $130.91 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
9 sectors represented
Whales with similar holdings to Polen Capital Management LLC
Ranked by number of overlapping positions in current portfolios
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