Polen Capital Management LLC
| Period: | Q1 2025 |
| Portfolio date: | Mar 31, 2025 |
| No. of stocks: | 117 |
| Portfolio value: | $31.8B |
Viewing historical Q1 2025 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. | 10.60 | Reduce 9.20% | 17,747,395 | $190.26 | $3,376,619,406 | $272.68 | +43.32% | $196.00 | $278.56 |
| MSFT · Microsoft Corp. | 7.00 | Reduce 7.33% | 5,941,106 | $375.39 | $2,230,231,954 | $415.06 | +10.57% | $356.28 | $555.45 |
| V · Visa, Inc. | 6.63 | Reduce 8.44% | 6,023,710 | $350.46 | $2,111,069,470 | $318.79 | -9.04% | $293.89 | $375.51 |
| ORCL · Oracle Corp. | 5.54 | Add 17.58% | 12,609,101 | $139.81 | $1,762,878,461 | $195.95 | +40.15% | $134.57 | $345.72 |
| MA · Mastercard Inc. | 5.53 | Reduce 8.05% | 3,211,209 | $548.12 | $1,760,127,802 | $495.48 | -9.60% | $480.50 | $601.77 |
| ABT · Abbott Labs | 4.74 | Reduce 10.27% | 11,385,577 | $132.65 | $1,510,296,828 | $84.32 | -36.43% | $84.08 | $139.06 |
| SHOP · Shopify Inc. | 4.58 | Reduce 10.59% | 15,270,075 | $95.48 | $1,457,986,765 | $110.50 | +15.74% | $99.01 | $182.19 |
| LLY · Eli Lilly & Co. | 4.55 | Add 35.45% | 1,754,571 | $825.91 | $1,449,117,615 | $948.45 | +14.84% | $623.78 | $1133.95 |
| ZTS · Zoetis Inc. | 4.55 | Add 17.55% | 8,796,847 | $164.65 | $1,448,400,867 | $82.83 | -49.69% | $81.10 | $172.23 |
| AON · Aon Plc | 3.77 | Add 318.13% | 3,007,719 | $399.09 | $1,200,350,430 | $312.79 | -21.62% | $304.59 | $381.00 |
| GOOG · Alphabet Inc. | 3.65 | Reduce 32.88% | 7,434,428 | $156.23 | $1,161,480,672 | $400.71 | +156.49% | $156.16 | $402.00 |
| TMO · Thermo Fisher Scientific Inc. | 3.63 | Reduce 5.64% | 2,322,482 | $497.60 | $1,155,666,992 | $465.00 | -6.55% | $385.46 | $643.99 |
| ADBE · Adobe Inc. | 3.39 | Reduce 6.53% | 2,818,625 | $383.53 | $1,081,027,107 | $253.04 | -34.02% | $224.13 | $422.95 |
| MSCI · Msci Inc. | 3.32 | Reduce 8.07% | 1,868,138 | $565.50 | $1,056,431,788 | $585.42 | +3.52% | $501.08 | $626.28 |
| G1151C101 · Accenture Plc Ireland | 3.14 | Reduce 9.02% | 3,208,478 | $312.04 | $1,001,173,464 | — | — | — | — |
| ABNB · Airbnb Inc. | 2.90 | Reduce 5.97% | 7,726,604 | $119.46 | $923,020,105 | $141.49 | +18.44% | $110.81 | $147.25 |
| WDAY · Workday Inc. | 2.89 | Reduce 8.00% | 3,944,506 | $233.53 | $921,160,370 | $127.83 | -45.26% | $110.36 | $276.00 |
| NFLX · Netflix Inc. | 2.60 | Reduce 48.60% | 888,072 | $932.53 | $828,154,067 | $87.48 | -90.62% | $75.01 | $134.12 |
| NOW · Servicenow Inc. | 2.37 | Reduce 41.90% | 949,728 | $796.14 | $756,116,174 | $91.18 | -88.55% | $81.24 | $211.48 |
| PAYC · Paycom Software Inc. | 2.13 | Reduce 2.33% | 3,097,854 | $218.48 | $676,819,145 | $136.87 | -37.35% | $104.90 | $267.76 |
| AAPL · Apple Inc. | 1.87 | Reduce 56.54% | 2,681,114 | $222.13 | $595,555,874 | $293.26 | +32.02% | $193.46 | $294.76 |
| UNH · Unitedhealth Group Inc. | 1.71 | Reduce 7.82% | 1,037,575 | $523.75 | $543,430,017 | $379.98 | -27.45% | $234.60 | $387.21 |
| CSGP · Costar Group Inc. | 1.64 | Add 1.61% | 6,601,800 | $79.23 | $523,060,632 | $32.77 | -58.64% | $32.71 | $97.43 |
| SBUX · Starbucks Corp. | 1.58 | New | 5,133,440 | $98.09 | $503,539,113 | $104.93 | +6.97% | $77.99 | $107.55 |
| IT · Gartner Inc. | 1.10 | Reduce 7.44% | 835,522 | $419.74 | $350,701,922 | $158.65 | -62.20% | $139.18 | $451.73 |
| SAP · Sap Se | 0.46 | Reduce 45.73% | 542,699 | $268.44 | $145,682,191 | $173.70 | -35.29% | $160.66 | $313.28 |
| 464287614 · Ishares Tr | 0.44 | Reduce 23.45% | 385,522 | $361.09 | $139,208,065 | — | — | — | — |
| MELI · Mercadolibre Inc. | 0.42 | Add 87.28% | 68,534 | $1950.86 | $133,700,430 | $1632.52 | -16.32% | $1593.21 | $2645.22 |
| WTW · Willis Towers Watson Plc Ltd. | 0.39 | Add 185.05% | 366,539 | $337.95 | $123,871,729 | $256.36 | -24.14% | $246.61 | $352.79 |
| ICLR · Icon Plc | 0.35 | Reduce 10.75% | 635,052 | $174.99 | $111,127,679 | $124.49 | -28.86% | $66.57 | $211.00 |
| GOOGL · Alphabet Inc. | 0.30 | Reduce 50.34% | 610,910 | $154.64 | $94,471,160 | $400.71 | +159.13% | $156.16 | $402.00 |
| GLOB · Globant S A | 0.29 | Add 22.05% | 774,418 | $117.72 | $91,164,439 | $39.23 | -66.68% | $38.49 | $142.25 |
| NVO · Novo-Nordisk A S | 0.22 | Reduce 84.36% | 1,001,906 | $69.44 | $69,572,355 | $46.07 | -33.65% | $35.12 | $81.44 |
| MDT · Medtronic Plc | 0.18 | Reduce 19.55% | 629,483 | $89.86 | $56,565,299 | $76.15 | -15.26% | $75.91 | $106.33 |
| ADP · Automatic Data Processing In | 0.16 | Reduce 7.36% | 166,526 | $305.53 | $50,878,703 | $213.00 | -30.29% | $188.16 | $329.93 |
| 464288257 · Ishares Tr | 0.14 | Add 21.08% | 384,795 | $116.39 | $44,786,332 | — | — | — | — |
| HDB · Hdfc Bank Ltd. | 0.14 | Reduce 15.95% | 651,063 | $66.44 | $43,256,617 | $25.02 | -62.34% | $23.91 | $39.80 |
| ASML · Asml Holding N.V. | 0.11 | Reduce 15.23% | 52,677 | $662.63 | $34,905,227 | $1592.02 | +140.26% | $683.48 | $1595.31 |
| NU · Nu Hldgs Ltd. | 0.10 | Add 32.37% | 2,969,781 | $10.24 | $30,410,559 | $13.80 | +34.77% | $11.71 | $18.98 |
| TME · Tencent Music Entmt Group | 0.09 | Add 86.75% | 1,978,769 | $14.41 | $28,514,064 | $9.24 | -35.88% | $8.78 | $26.70 |
| SPOT · Spotify Technology S A | 0.07 | Reduce 36.33% | 38,749 | $550.03 | $21,313,221 | $417.83 | -24.04% | $405.00 | $785.00 |
| MNDY · Monday Com Ltd. | 0.05 | Add 33.98% | 71,261 | $243.16 | $17,327,930 | $72.07 | -70.36% | $57.50 | $316.98 |
| EXLS · Exlservice Holdings Inc. | 0.04 | Reduce 18.61% | 260,017 | $47.21 | $12,275,408 | — | — | — | — |
| H5919C104 · On Hldg Ag | 0.03 | Reduce 14.17% | 238,933 | $43.92 | $10,493,939 | — | — | — | — |
| PDD · Pdd Holdings Inc. | 0.02 | Reduce 1.34% | 66,193 | $118.35 | $7,833,942 | $98.78 | -16.54% | $95.24 | $139.41 |
| HLNE · Hamilton Lane Inc. | 0.02 | Reduce 5.97% | 52,320 | $148.67 | $7,778,389 | — | — | — | — |
| MEDP · Medpace Hldgs Inc. | 0.02 | Add 50.81% | 24,466 | $304.69 | $7,454,599 | $424.00 | +39.16% | $284.48 | $628.92 |
| GSHD · Goosehead Ins Inc. | 0.02 | Reduce 27.27% | 61,317 | $118.06 | $7,239,086 | $40.86 | -65.39% | $39.64 | $114.76 |
| NSIT · Insight Enterprises Inc. | 0.02 | Add 1.69% | 42,133 | $149.99 | $6,319,586 | $83.79 | -44.14% | $63.62 | $148.58 |
| CNM · Core & Main Inc. | 0.02 | Reduce 7.94% | 124,953 | $48.31 | $6,036,491 | — | — | — | — |
| PCTY · Paylocity Hldg Corp. | 0.02 | Add 9.23% | 31,338 | $187.34 | $5,870,931 | — | — | — | — |
| PGNY · Progyny Inc. | 0.02 | Add 0.31% | 261,506 | $22.34 | $5,842,046 | $23.72 | +6.18% | $16.10 | $28.75 |
| RMBS · Rambus Inc. Del | 0.02 | Add 9.93% | 109,117 | $51.77 | $5,649,518 | — | — | — | — |
| 922908736 · Vanguard Index Fds | 0.02 | Reduce 62.64% | 14,589 | $370.82 | $5,409,833 | — | — | — | — |
| LVS · Las Vegas Sands Corp. | 0.02 | Reduce 9.76% | 139,619 | $38.63 | $5,393,482 | — | — | — | — |
| DLO · Dlocal Ltd. | 0.02 | Add 0.03% | 627,551 | $8.34 | $5,233,775 | $13.70 | +64.27% | $9.21 | $16.78 |
| HLI · Houlihan Lokey Inc. | 0.02 | Reduce 10.29% | 32,295 | $161.50 | $5,215,639 | $152.87 | -5.34% | $134.41 | $211.78 |
| FSV · Firstservice Corp. New | 0.02 | Reduce 9.53% | 29,648 | $165.95 | $4,920,011 | $134.56 | -18.91% | $124.37 | $209.66 |
| CCC · Ccc Intelligent Solutions Hl | 0.02 | Reduce 28.55% | 544,653 | $9.03 | $4,918,220 | $5.13 | -43.19% | $4.58 | $10.50 |
| AIT · Applied Indl Technologies In | 0.01 | Add 14.03% | 21,160 | $225.34 | $4,768,214 | — | — | — | — |
| TREX · Trex Co. Inc. | 0.01 | Add 39.94% | 78,742 | $58.10 | $4,574,935 | $40.20 | -30.81% | $29.77 | $68.78 |
| YUMC · Yum China Holdings, Inc. | 0.01 | Add 0.05% | 86,045 | $52.06 | $4,479,503 | $46.90 | -9.91% | $41.69 | $58.39 |
| ELF · E L F Beauty Inc. | 0.01 | Add 12.77% | 69,325 | $62.79 | $4,352,896 | — | — | — | — |
| GNRC · Generac Hldgs Inc. | 0.01 | Reduce 24.78% | 33,409 | $126.65 | $4,231,293 | $269.41 | +112.72% | $118.09 | $272.40 |
| BROS · Dutch Bros Inc. | 0.01 | Reduce 35.13% | 68,124 | $61.74 | $4,205,948 | $52.71 | -14.63% | $44.58 | $77.88 |
| RGEN · Repligen Corp. | 0.01 | Reduce 23.80% | 30,902 | $127.24 | $3,931,912 | — | — | — | — |
| AAON · Aaon Inc. | 0.01 | Add 56.75% | 49,466 | $78.13 | $3,864,790 | — | — | — | — |
| 37954Y889 · Global X Fds | 0.01 | Add 11.95% | 53,317 | $67.54 | $3,601,030 | — | — | — | — |
| RVLV · Revolve Group Inc. | 0.01 | Reduce 47.37% | 160,282 | $21.49 | $3,444,456 | $20.86 | -2.93% | $18.08 | $31.68 |
| CWAN · Clearwater Analytics Hldgs I | 0.01 | Reduce 10.81% | 124,892 | $26.80 | $3,347,092 | $24.35 | -9.14% | $15.73 | $25.07 |
| 464288240 · Ishares Tr | 0.01 | Reduce 84.55% | 58,768 | $55.45 | $3,258,691 | — | — | — | — |
| WSC · Willscot Hldgs Corp. | 0.01 | Reduce 6.48% | 116,917 | $27.80 | $3,250,282 | $28.10 | +1.08% | $14.91 | $31.88 |
| BDC · Belden Inc. | 0.01 | Add 26.81% | 30,665 | $100.25 | $3,074,190 | $112.30 | +12.02% | $103.57 | $159.99 |
| FN · Fabrinet | 0.01 | Add 20.98% | 15,249 | $197.51 | $3,011,853 | $621.28 | +214.55% | $212.37 | $734.79 |
| EPAM · Epam Sys Inc. | 0.01 | Add 22.73% | 16,512 | $168.84 | $2,787,886 | — | — | — | — |
| TECH · Bio-Techne Corp. | 0.01 | Add 123.09% | 46,314 | $58.63 | $2,715,415 | $48.36 | -17.52% | $45.12 | $72.16 |
| IBP · Installed Bldg Prods Inc. | 0.01 | Reduce 0.65% | 15,650 | $171.46 | $2,683,282 | $219.99 | +28.31% | $150.83 | $349.00 |
| WRBY · Warby Parker Inc. Cl A | 0.01 | Reduce 54.01% | 147,071 | $18.23 | $2,681,103 | $29.55 | +62.10% | $14.96 | $31.00 |
| BL · Blackline Inc. | 0.01 | Reduce 12.25% | 55,099 | $48.42 | $2,667,912 | $30.63 | -36.74% | $28.78 | $59.57 |
| SITE · Siteone Landscape Supply Inc. | 0.01 | Reduce 11.61% | 21,338 | $121.44 | $2,591,297 | $121.00 | -0.36% | $112.23 | $168.56 |
| ROAD · Construction Partners Inc. | 0.01 | Add 8.70% | 34,795 | $71.87 | $2,500,738 | $140.48 | +95.46% | $93.22 | $151.00 |
| 46436E718 · Ishares Tr | 0.01 | Add 318.37% | 23,299 | $100.67 | $2,345,510 | — | — | — | — |
| CRM · Salesforce Inc. | 0.01 | Reduce 57.83% | 8,257 | $268.37 | $2,215,928 | $181.82 | -32.25% | $163.52 | $296.05 |
| QLYS · Qualys Inc. | 0.01 | Reduce 10.48% | 16,742 | $125.93 | $2,108,341 | $94.28 | -25.13% | $74.51 | $155.47 |
| 49714P108 · Kinsale Cap Group Inc. | 0.01 | Reduce 5.65% | 4,262 | $486.71 | $2,074,358 | — | — | — | — |
| 464287655 · Ishares Tr | 0.01 | Add 3.55% | 10,362 | $199.49 | $2,067,095 | — | — | — | — |
| POOL · Pool Corp. | 0.01 | Reduce 5.79% | 5,617 | $318.35 | $1,788,172 | $187.77 | -41.02% | $184.50 | $345.00 |
| BLD · Topbuild Corp. | 0.00 | Reduce 5.54% | 4,931 | $304.95 | $1,503,708 | — | — | — | — |
| 922042742 · Vanguard Intl Equity Index F | 0.00 | Reduce 59.10% | 10,959 | $115.95 | $1,270,658 | — | — | — | — |
| DT · Dynatrace Inc. | 0.00 | Reduce 7.94% | 26,718 | $47.15 | $1,259,754 | $40.70 | -13.68% | $31.64 | $57.55 |
| SKIL · Skillsoft Corp. | 0.00 | 57,172 | $19.24 | $1,099,989 | — | — | — | — | |
| MORN · Morningstar Inc. | 0.00 | Reduce 9.52% | 3,534 | $299.87 | $1,059,741 | — | — | — | — |
| OLLI · Ollies Bargain Outlet Hldgs | 0.00 | Reduce 28.60% | 8,998 | $116.36 | $1,047,007 | $82.21 | -29.35% | $80.51 | $141.74 |
| ENTG · Entegris Inc. | 0.00 | Add 4.65% | 11,539 | $87.48 | $1,009,432 | $149.11 | +70.45% | $66.32 | $159.15 |
| LGIH · Lgi Homes Inc. | 0.00 | Reduce 9.80% | 14,523 | $66.47 | $965,349 | — | — | — | — |
| CIGI · Colliers Intl Group Inc. | 0.00 | Reduce 3.56% | 7,933 | $121.30 | $962,273 | $98.63 | -18.69% | $94.57 | $171.51 |
| AMN · Amn Healthcare Svcs Inc. | 0.00 | Add 1.11% | 38,564 | $24.46 | $943,278 | $28.97 | +18.44% | $14.87 | $29.00 |
| MKTX · Marketaxess Hldgs Inc. | 0.00 | Reduce 7.14% | 4,046 | $216.35 | $875,352 | $147.53 | -31.81% | $145.95 | $230.52 |
| SAIA · Saia Inc. | 0.00 | New | 2,464 | $349.43 | $860,996 | $449.80 | +28.72% | $248.37 | $460.05 |
| 78462F103 · Spdr S&P 500 Etf Tr | 0.00 | Reduce 84.82% | 1,448 | $559.26 | $809,812 | — | — | — | — |
* 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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