POLEN CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001034524 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 12, 2024

Total Value ($000): $39,855,563 (100.0% shares, 0.0% debt)

Holdings (110)

AMZN AMAZON COM INC 14.4%
Value ($000) $5,724,817 Shares 29,623,890 Est. Cost $120.17 Unrealized +52.9%
MSFT MICROSOFT CORP 10.1%
Value ($000) $4,016,091 Shares 8,985,549 Est. Cost $175.86 Unrealized +137.3%
GOOG ALPHABET INC 7.7%
Value ($000) $3,059,984 Shares 16,682,933 Est. Cost $107.89 Unrealized +56.5%
V VISA INC 5.3%
Value ($000) $2,099,136 Shares 7,997,622 Est. Cost $146.76 Unrealized +84.5%
NOW SERVICENOW INC 4.9%
Value ($000) $1,953,143 Shares 2,482,798 Est. Cost $70.91 Unrealized +106.9%
MA MASTERCARD INCORPORATED 4.7%
Value ($000) $1,870,516 Shares 4,239,995 Est. Cost $240.14 Unrealized +88.1%
CRM SALESFORCE INC 4.3%
Value ($000) $1,726,346 Shares 6,714,688 Est. Cost $182.62 Unrealized +45.0%
TMO THERMO FISHER SCIENTIFIC INC 4.3%
Value ($000) $1,715,411 Shares 3,102,010 Est. Cost $537.99 Unrealized +5.9%
ABT ABBOTT LABS 4.0%
Value ($000) $1,590,428 Shares 15,305,822 Est. Cost $86.02 Unrealized +19.7%
ABNB AIRBNB INC 3.9%
Value ($000) $1,542,602 Shares 10,173,464 Est. Cost $154.92 Unrealized -1.4%
ADBE ADOBE INC 3.7%
Value ($000) $1,480,618 Shares 2,665,186 Est. Cost $252.47 Unrealized +91.8%
NFLX NETFLIX INC 3.6%
Value ($000) $1,430,292 Shares 2,119,328 Est. Cost $38.95 Unrealized +60.3%
ACN ACCENTURE PLC IRELAND 3.3%
Value ($000) $1,314,852 Shares 4,333,582 Est. Cost $122.55 Unrealized +144.3%
ZTS ZOETIS INC 3.1%
Value ($000) $1,221,503 Shares 7,046,051 Est. Cost $116.39 Unrealized +40.4%
UNH UNITEDHEALTH GROUP INC 2.9%
Value ($000) $1,145,352 Shares 2,249,052 Est. Cost $290.76 Unrealized +62.7%
NVO NOVO-NORDISK A S 2.7%
Value ($000) $1,063,123 Shares 7,447,972 Est. Cost $90.94 Unrealized
SHOP SHOPIFY INC 2.4%
Value ($000) $972,412 Shares 14,722,354 Est. Cost $65.15 Unrealized +1.8%
MSCI MSCI INC 2.0%
Value ($000) $795,104 Shares 1,650,450 Est. Cost $488.46 Unrealized -0.4%
WDAY WORKDAY INC 1.9%
Value ($000) $766,565 Shares 3,428,901 Est. Cost $200.94 Unrealized +19.8%
IT GARTNER INC 1.9%
Value ($000) $741,304 Shares 1,650,791 Est. Cost $107.02 Unrealized +315.7%
NKE NIKE INC 1.7%
Value ($000) $675,879 Shares 8,967,481 Est. Cost $75.69 Unrealized +18.5%
LLY ELI LILLY & CO 1.2%
Value ($000) $495,302 Shares 547,065 Est. Cost $506.78 Unrealized +56.1%
GOOGL ALPHABET INC 1.0%
Value ($000) $381,490 Shares 2,094,374 Est. Cost $107.60 Unrealized +55.5%
ICLR ICON PLC 0.9%
Value ($000) $340,134 Shares 1,085,062 Est. Cost $209.62 Unrealized +49.5%
PAYC PAYCOM SOFTWARE INC 0.8%
Value ($000) $319,855 Shares 2,236,125 Est. Cost $183.55 Unrealized -7.7%
SAP SAP SE 0.6%
Value ($000) $253,051 Shares 1,254,529 Est. Cost $110.72 Unrealized
AON AON PLC 0.6%
Value ($000) $241,335 Shares 822,041 Est. Cost $230.34 Unrealized +27.0%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $117,423 Shares 491,947 Est. Cost $158.63 Unrealized +49.2%
IWF ISHARES TR 0.3%
Value ($000) $108,552 Shares 297,803 Est. Cost $329.23 Unrealized
GLOB GLOBANT S A 0.2%
Value ($000) $85,090 Shares 477,338 Est. Cost $202.37 Unrealized -12.9%
MDT MEDTRONIC PLC 0.2%
Value ($000) $82,643 Shares 1,049,969 Est. Cost $85.96 Unrealized -9.2%
HDB HDFC BANK LTD 0.1%
Value ($000) $54,901 Shares 853,428 Est. Cost $59.44 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $52,229 Shares 51,068 Est. Cost $719.54 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $51,011 Shares 31,040 Est. Cost $1365.36 Unrealized +15.6%
UNILEVER PLC 0.1%
Value ($000) $27,534 Shares 500,714 Est. Cost $54.45 Unrealized
TME TENCENT MUSIC ENTMT GROUP 0.1%
Value ($000) $21,143 Shares 1,504,807 Est. Cost $8.22 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $19,747 Shares 175,686 Est. Cost $142.75 Unrealized
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $11,109 Shares 82,376 Est. Cost $66.90 Unrealized +91.2%
CWAN CLEARWATER ANALYTICS HLDGS I 0.0%
Value ($000) $10,590 Shares 571,837 Est. Cost $18.08 Unrealized -0.2%
ADSK AUTODESK INC 0.0%
Value ($000) $10,422 Shares 42,117 Est. Cost $217.08 Unrealized +3.5%
EXLS EXLSERVICE HOLDINGS INC 0.0%
Value ($000) $10,258 Shares 327,095 Est. Cost $30.55 Unrealized -1.8%
PGNY PROGYNY INC 0.0%
Value ($000) $9,965 Shares 348,292 Est. Cost $46.12 Unrealized -34.7%
HLNE HAMILTON LANE INC 0.0%
Value ($000) $9,667 Shares 78,225 Est. Cost $78.89 Unrealized +48.2%
CCC CCC INTELLIGENT SOLUTIONS HL 0.0%
Value ($000) $9,490 Shares 854,191 Est. Cost $9.90 Unrealized +14.9%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $9,386 Shares 70,988 Est. Cost $112.57 Unrealized +22.8%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $8,690 Shares 196,374 Est. Cost $53.20 Unrealized -15.1%
BIL SPDR SER TR 0.0%
Value ($000) $8,434 Shares 91,892 Est. Cost $91.39 Unrealized
RVLV REVOLVE GROUP INC 0.0%
Value ($000) $8,146 Shares 511,992 Est. Cost $27.39 Unrealized -30.1%
ALRM ALARM COM HLDGS INC 0.0%
Value ($000) $8,144 Shares 128,165 Est. Cost $68.11 Unrealized -2.9%
CNM CORE & MAIN INC 0.0%
Value ($000) $7,781 Shares 158,999 Est. Cost $33.84 Unrealized +64.1%
DLO DLOCAL LTD 0.0%
Value ($000) $7,716 Shares 953,716 Est. Cost $14.31 Unrealized -21.8%
WRBY WARBY PARKER INC 0.0%
Value ($000) $7,449 Shares 463,853 Est. Cost $33.82 Unrealized -56.3%
ALIT ALIGHT INC 0.0%
Value ($000) $7,444 Shares 1,008,705 Est. Cost $8.52 Unrealized -6.7%
GSHD GOOSEHEAD INS INC 0.0%
Value ($000) $7,413 Shares 129,053 Est. Cost $93.17 Unrealized -35.6%
PDD PDD HOLDINGS INC 0.0%
Value ($000) $7,296 Shares 54,875 Est. Cost $132.95 Unrealized
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $7,142 Shares 17,341 Est. Cost $272.71 Unrealized +45.2%
EEFT EURONET WORLDWIDE INC 0.0%
Value ($000) $6,698 Shares 64,711 Est. Cost $93.44 Unrealized +17.0%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $6,210 Shares 201,365 Est. Cost $55.17 Unrealized -33.7%
SITM SITIME CORP 0.0%
Value ($000) $5,728 Shares 46,054 Est. Cost $102.40 Unrealized +4.1%
BL BLACKLINE INC 0.0%
Value ($000) $5,039 Shares 104,007 Est. Cost $96.40 Unrealized -43.0%
EPAM EPAM SYS INC 0.0%
Value ($000) $4,849 Shares 25,775 Est. Cost $305.50 Unrealized -30.2%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $4,830 Shares 20,006 Est. Cost $231.27 Unrealized +20.4%
YETI YETI HLDGS INC 0.0%
Value ($000) $4,602 Shares 120,632 Est. Cost $60.58 Unrealized -35.7%
FSV FIRSTSERVICE CORP NEW 0.0%
Value ($000) $4,539 Shares 29,787 Est. Cost $130.31 Unrealized +14.7%
KB KB FINL GROUP INC 0.0%
Value ($000) $4,431 Shares 78,267 Est. Cost $52.07 Unrealized
APPF APPFOLIO INC 0.0%
Value ($000) $4,367 Shares 17,855 Est. Cost $130.46 Unrealized +78.6%
OPCH OPTION CARE HEALTH INC 0.0%
Value ($000) $4,253 Shares 153,541 Est. Cost $29.81 Unrealized 0.0%
FOXF FOX FACTORY HLDG CORP 0.0%
Value ($000) $3,881 Shares 80,541 Est. Cost $103.92 Unrealized -56.5%
CATH GLOBAL X FDS 0.0%
Value ($000) $3,650 Shares 55,803 Est. Cost $63.70 Unrealized
QLYS QUALYS INC 0.0%
Value ($000) $3,646 Shares 25,568 Est. Cost $116.06 Unrealized +31.2%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $3,240 Shares 34,536 Est. Cost $78.60 Unrealized
AMN AMN HEALTHCARE SVCS INC 0.0%
Value ($000) $3,165 Shares 61,781 Est. Cost $72.06 Unrealized -21.4%
AAON AAON INC 0.0%
Value ($000) $3,043 Shares 34,884 Est. Cost $80.97 Unrealized 0.0%
DOCS DOXIMITY INC 0.0%
Value ($000) $2,951 Shares 105,500 Est. Cost $37.14 Unrealized -29.0%
IBP INSTALLED BLDG PRODS INC 0.0%
Value ($000) $2,693 Shares 13,093 Est. Cost $220.32 Unrealized 0.0%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $2,540 Shares 35,457 Est. Cost $67.44 Unrealized +8.2%
MORN MORNINGSTAR INC 0.0%
Value ($000) $2,386 Shares 8,064 Est. Cost $214.67 Unrealized +37.9%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.0%
Value ($000) $2,343 Shares 153,111 Est. Cost $13.29 Unrealized +17.6%
DT DYNATRACE INC 0.0%
Value ($000) $2,285 Shares 51,083 Est. Cost $42.05 Unrealized +9.6%
FIVE FIVE BELOW INC 0.0%
Value ($000) $2,265 Shares 20,784 Est. Cost $146.09 Unrealized -5.2%
ACWX ISHARES TR 0.0%
Value ($000) $2,092 Shares 39,371 Est. Cost $36.66 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $2,077 Shares 17,111 Est. Cost $133.33 Unrealized +13.4%
RH RH 0.0%
Value ($000) $2,025 Shares 8,283 Est. Cost $366.82 Unrealized -28.3%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $2,007 Shares 2,442 Est. Cost $478.93 Unrealized +48.7%
IWM ISHARES TR 0.0%
Value ($000) $2,006 Shares 9,888 Est. Cost $691.92 Unrealized
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $1,957 Shares 9,853 Est. Cost $196.54 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $1,942 Shares 32,925 Est. Cost $85.91 Unrealized -25.6%
RGEN REPLIGEN CORP 0.0%
Value ($000) $1,837 Shares 14,572 Est. Cost $156.74 Unrealized 0.0%
LGIH LGI HOMES INC 0.0%
Value ($000) $1,799 Shares 20,103 Est. Cost $111.01 Unrealized -13.0%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $1,621 Shares 8,084 Est. Cost $231.56 Unrealized -13.4%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $1,564 Shares 3,110 Est. Cost $390.85 Unrealized +17.9%
AIT APPLIED INDL TECHNOLOGIES IN 0.0%
Value ($000) $1,473 Shares 7,595 Est. Cost $188.17 Unrealized 0.0%
BWMN BOWMAN CONSULTING GROUP LTD 0.0%
Value ($000) $1,467 Shares 46,145 Est. Cost $29.84 Unrealized +6.0%
ROAD CONSTRUCTION PARTNERS INC 0.0%
Value ($000) $1,412 Shares 25,574 Est. Cost $55.33 Unrealized 0.0%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $1,257 Shares 12,800 Est. Cost $79.56 Unrealized 0.0%
KSPI KASPI KZ JSC 0.0%
Value ($000) $1,250 Shares 9,686 Est. Cost $129.01 Unrealized
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $1,181 Shares 5,715 Est. Cost $230.36 Unrealized -1.6%
POOL POOL CORP 0.0%
Value ($000) $1,071 Shares 3,485 Est. Cost $340.81 Unrealized +3.7%
CPA COPA HOLDINGS SA 0.0%
Value ($000) $1,063 Shares 11,168 Est. Cost $88.07 Unrealized +2.0%
SGOV ISHARES TR 0.0%
Value ($000) $1,041 Shares 10,334 Est. Cost $4626.03 Unrealized
SKIL SKILLSOFT CORP 0.0%
Value ($000) $1,011 Shares 73,112 Est. Cost $17.48 Unrealized -49.1%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $892 Shares 2,315 Est. Cost $404.98 Unrealized 0.0%
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $759 Shares 7,635 Est. Cost $97.03 Unrealized +18.5%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $741 Shares 12,770 Est. Cost $100.01 Unrealized -36.5%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $677 Shares 3,309 Est. Cost $40.77 Unrealized 0.0%
DAVA ENDAVA PLC 0.0%
Value ($000) $554 Shares 18,930 Est. Cost $85.89 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $506 Shares 10,419 Est. Cost $39.40 Unrealized +25.2%
META META PLATFORMS INC 0.0%
Value ($000) $407 Shares 808 Est. Cost $483.31 Unrealized 0.0%
TREX TREX CO INC 0.0%
Value ($000) $399 Shares 5,379 Est. Cost $69.55 Unrealized +25.8%
NTES NETEASE INC 0.0%
Value ($000) $382 Shares 4,000 Est. Cost $103.47 Unrealized