POLEN CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001034524 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 10, 2025

Total Value ($000): $37,010,356 (100.0% shares, 0.0% debt)

Holdings (124)

AMZN AMAZON COM INC 11.6%
Value ($000) $4,288,331 Shares 19,546,612 Est. Cost $120.17 Unrealized +70.2%
MSFT MICROSOFT CORP 7.3%
Value ($000) $2,702,187 Shares 6,410,882 Est. Cost $175.86 Unrealized +140.2%
GOOG ALPHABET INC 5.7%
Value ($000) $2,109,365 Shares 11,076,271 Est. Cost $107.89 Unrealized +62.8%
V VISA INC 5.6%
Value ($000) $2,079,143 Shares 6,578,733 Est. Cost $146.76 Unrealized +103.3%
MA MASTERCARD INCORPORATED 5.0%
Value ($000) $1,839,028 Shares 3,492,466 Est. Cost $240.14 Unrealized +114.3%
SHOP SHOPIFY INC 4.9%
Value ($000) $1,816,061 Shares 17,079,480 Est. Cost $66.02 Unrealized +47.3%
ORCL ORACLE CORP 4.8%
Value ($000) $1,787,003 Shares 10,723,731 Est. Cost $149.03 Unrealized +18.0%
NOW SERVICENOW INC 4.7%
Value ($000) $1,732,867 Shares 1,634,595 Est. Cost $70.91 Unrealized +185.7%
AAPL APPLE INC 4.2%
Value ($000) $1,544,969 Shares 6,169,513 Est. Cost $221.95 Unrealized +5.7%
NFLX NETFLIX INC 4.2%
Value ($000) $1,540,078 Shares 1,727,862 Est. Cost $38.95 Unrealized +111.3%
ABT ABBOTT LABS 3.9%
Value ($000) $1,435,181 Shares 12,688,363 Est. Cost $86.02 Unrealized +31.7%
ADBE ADOBE INC 3.6%
Value ($000) $1,340,966 Shares 3,015,574 Est. Cost $310.25 Unrealized +59.6%
TMO THERMO FISHER SCIENTIFIC INC 3.5%
Value ($000) $1,280,388 Shares 2,461,195 Est. Cost $537.99 Unrealized +1.8%
ACN ACCENTURE PLC IRELAND 3.4%
Value ($000) $1,240,626 Shares 3,526,610 Est. Cost $122.55 Unrealized +189.5%
MSCI MSCI INC 3.3%
Value ($000) $1,219,363 Shares 2,032,238 Est. Cost $500.07 Unrealized +18.3%
ZTS ZOETIS INC 3.3%
Value ($000) $1,219,237 Shares 7,483,194 Est. Cost $125.34 Unrealized +40.7%
WDAY WORKDAY INC 3.0%
Value ($000) $1,106,335 Shares 4,287,623 Est. Cost $211.02 Unrealized +21.1%
ABNB AIRBNB INC 2.9%
Value ($000) $1,079,785 Shares 8,216,914 Est. Cost $154.92 Unrealized -13.1%
LLY ELI LILLY & CO 2.7%
Value ($000) $1,000,040 Shares 1,295,389 Est. Cost $702.24 Unrealized +16.9%
PAYC PAYCOM SOFTWARE INC 1.8%
Value ($000) $650,095 Shares 3,171,660 Est. Cost $174.42 Unrealized +15.8%
UNH UNITEDHEALTH GROUP INC 1.5%
Value ($000) $569,392 Shares 1,125,593 Est. Cost $290.76 Unrealized +90.1%
NVO NOVO-NORDISK A S 1.5%
Value ($000) $551,022 Shares 6,405,748 Est. Cost $90.94 Unrealized
CSGP COSTAR GROUP INC 1.3%
Value ($000) $465,134 Shares 6,497,188 Est. Cost $75.52 Unrealized 0.0%
IT GARTNER INC 1.2%
Value ($000) $437,326 Shares 902,690 Est. Cost $107.02 Unrealized +381.7%
AON AON PLC 0.7%
Value ($000) $258,352 Shares 719,322 Est. Cost $230.34 Unrealized +58.6%
SAP SAP SE 0.7%
Value ($000) $246,196 Shares 999,944 Est. Cost $110.72 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $232,876 Shares 1,230,197 Est. Cost $107.60 Unrealized +61.8%
IWF ISHARES TR 0.5%
Value ($000) $202,243 Shares 503,619 Est. Cost $378.28 Unrealized
ICLR ICON PLC 0.4%
Value ($000) $149,211 Shares 711,510 Est. Cost $209.62 Unrealized +11.4%
GLOB GLOBANT S A 0.4%
Value ($000) $136,055 Shares 634,524 Est. Cost $200.13 Unrealized +9.0%
MDT MEDTRONIC PLC 0.2%
Value ($000) $62,504 Shares 782,478 Est. Cost $85.96 Unrealized -2.5%
MELI MERCADOLIBRE INC 0.2%
Value ($000) $62,228 Shares 36,595 Est. Cost $1471.08 Unrealized +32.4%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $52,618 Shares 179,749 Est. Cost $158.63 Unrealized +81.5%
HDB HDFC BANK LTD 0.1%
Value ($000) $49,465 Shares 774,580 Est. Cost $59.44 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $43,069 Shares 62,141 Est. Cost $746.94 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.1%
Value ($000) $40,278 Shares 128,586 Est. Cost $302.48 Unrealized 0.0%
ACWI ISHARES TR 0.1%
Value ($000) $37,342 Shares 317,801 Est. Cost $124.74 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $27,228 Shares 60,861 Est. Cost $428.22 Unrealized 0.0%
NU NU HLDGS LTD 0.1%
Value ($000) $23,242 Shares 2,243,471 Est. Cost $13.30 Unrealized 0.0%
ACWX ISHARES TR 0.1%
Value ($000) $19,835 Shares 380,271 Est. Cost $50.55 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $16,026 Shares 39,046 Est. Cost $401.06 Unrealized
ONON ON HLDG AG 0.0%
Value ($000) $15,247 Shares 278,383 Est. Cost $42.90 Unrealized +23.5%
EXLS EXLSERVICE HOLDINGS INC 0.0%
Value ($000) $14,179 Shares 319,490 Est. Cost $30.55 Unrealized +41.6%
UNILEVER PLC 0.0%
Value ($000) $13,842 Shares 244,122 Est. Cost $54.45 Unrealized
MNDY MONDAY COM LTD 0.0%
Value ($000) $12,522 Shares 53,186 Est. Cost $277.00 Unrealized 0.0%
TME TENCENT MUSIC ENTMT GROUP 0.0%
Value ($000) $12,026 Shares 1,059,587 Est. Cost $8.31 Unrealized
RVLV REVOLVE GROUP INC 0.0%
Value ($000) $10,199 Shares 304,529 Est. Cost $27.39 Unrealized +13.1%
GSHD GOOSEHEAD INS INC 0.0%
Value ($000) $9,040 Shares 84,310 Est. Cost $93.17 Unrealized +17.2%
CCC CCC INTELLIGENT SOLUTIONS HL 0.0%
Value ($000) $8,942 Shares 762,304 Est. Cost $9.90 Unrealized +16.9%
HLNE HAMILTON LANE INC 0.0%
Value ($000) $8,238 Shares 55,644 Est. Cost $78.89 Unrealized +125.9%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $7,947 Shares 154,724 Est. Cost $52.77 Unrealized -3.9%
WRBY WARBY PARKER INC 0.0%
Value ($000) $7,743 Shares 319,822 Est. Cost $33.82 Unrealized -39.6%
ELF E L F BEAUTY INC 0.0%
Value ($000) $7,718 Shares 61,473 Est. Cost $156.88 Unrealized -23.5%
DLO DLOCAL LTD 0.0%
Value ($000) $7,064 Shares 627,360 Est. Cost $14.09 Unrealized -31.9%
CNM CORE & MAIN INC 0.0%
Value ($000) $6,910 Shares 135,737 Est. Cost $33.84 Unrealized +39.2%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $6,887 Shares 44,416 Est. Cost $112.57 Unrealized +53.4%
CRM SALESFORCE INC 0.0%
Value ($000) $6,547 Shares 19,582 Est. Cost $182.62 Unrealized +73.5%
PDD PDD HOLDINGS INC 0.0%
Value ($000) $6,507 Shares 67,092 Est. Cost $133.72 Unrealized
NSIT INSIGHT ENTERPRISES INC 0.0%
Value ($000) $6,302 Shares 41,431 Est. Cost $192.71 Unrealized -7.3%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $6,252 Shares 35,999 Est. Cost $66.90 Unrealized +159.2%
FSV FIRSTSERVICE CORP NEW 0.0%
Value ($000) $5,932 Shares 32,771 Est. Cost $138.11 Unrealized +34.3%
RGEN REPLIGEN CORP 0.0%
Value ($000) $5,838 Shares 40,556 Est. Cost $148.19 Unrealized -3.2%
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $5,723 Shares 28,689 Est. Cost $159.43 Unrealized +20.0%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $5,590 Shares 9,539 Est. Cost $583.69 Unrealized
BROS DUTCH BROS INC 0.0%
Value ($000) $5,501 Shares 105,023 Est. Cost $40.38 Unrealized +9.3%
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $5,390 Shares 16,223 Est. Cost $277.86 Unrealized +22.1%
RMBS RAMBUS INC DEL 0.0%
Value ($000) $5,247 Shares 99,259 Est. Cost $49.56 Unrealized +2.9%
PGNY PROGYNY INC 0.0%
Value ($000) $4,497 Shares 260,708 Est. Cost $45.28 Unrealized -65.7%
AIT APPLIED INDL TECHNOLOGIES IN 0.0%
Value ($000) $4,444 Shares 18,556 Est. Cost $201.81 Unrealized +22.4%
WSC WILLSCOT HLDGS CORP 0.0%
Value ($000) $4,182 Shares 125,024 Est. Cost $36.74 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $4,143 Shares 85,998 Est. Cost $54.19 Unrealized -12.5%
TREX TREX CO INC 0.0%
Value ($000) $3,884 Shares 56,268 Est. Cost $70.39 Unrealized +0.1%
CWAN CLEARWATER ANALYTICS HLDGS I 0.0%
Value ($000) $3,854 Shares 140,029 Est. Cost $18.08 Unrealized +56.9%
BL BLACKLINE INC 0.0%
Value ($000) $3,815 Shares 62,791 Est. Cost $96.40 Unrealized -38.1%
YETI YETI HLDGS INC 0.0%
Value ($000) $3,776 Shares 98,057 Est. Cost $60.58 Unrealized -34.4%
AAON AAON INC 0.0%
Value ($000) $3,714 Shares 31,557 Est. Cost $80.97 Unrealized +50.7%
CATH GLOBAL X FDS 0.0%
Value ($000) $3,374 Shares 47,625 Est. Cost $63.70 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $3,181 Shares 24,140 Est. Cost $136.89 Unrealized +5.4%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $3,148 Shares 26,794 Est. Cost $117.81 Unrealized
EPAM EPAM SYS INC 0.0%
Value ($000) $3,146 Shares 13,454 Est. Cost $305.50 Unrealized -27.2%
ROAD CONSTRUCTION PARTNERS INC 0.0%
Value ($000) $2,831 Shares 32,009 Est. Cost $57.04 Unrealized +52.5%
FN FABRINET 0.0%
Value ($000) $2,772 Shares 12,605 Est. Cost $241.09 Unrealized 0.0%
IBP INSTALLED BLDG PRODS INC 0.0%
Value ($000) $2,760 Shares 15,752 Est. Cost $220.70 Unrealized -3.3%
BDC BELDEN INC 0.0%
Value ($000) $2,723 Shares 24,182 Est. Cost $119.14 Unrealized 0.0%
QLYS QUALYS INC 0.0%
Value ($000) $2,622 Shares 18,701 Est. Cost $116.06 Unrealized +19.9%
IWM ISHARES TR 0.0%
Value ($000) $2,211 Shares 10,007 Est. Cost $568.96 Unrealized
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $2,101 Shares 4,517 Est. Cost $424.96 Unrealized +11.3%
POOL POOL CORP 0.0%
Value ($000) $2,033 Shares 5,962 Est. Cost $347.33 Unrealized +3.1%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $1,720 Shares 43,162 Est. Cost $44.40 Unrealized +1.1%
BLD TOPBUILD CORP 0.0%
Value ($000) $1,625 Shares 5,220 Est. Cost $395.31 Unrealized -7.2%
DT DYNATRACE INC 0.0%
Value ($000) $1,577 Shares 29,021 Est. Cost $42.05 Unrealized +29.7%
ADSK AUTODESK INC 0.0%
Value ($000) $1,529 Shares 5,174 Est. Cost $217.08 Unrealized +36.1%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $1,495 Shares 20,760 Est. Cost $67.44 Unrealized +8.2%
LGIH LGI HOMES INC 0.0%
Value ($000) $1,439 Shares 16,100 Est. Cost $111.01 Unrealized -5.4%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $1,383 Shares 12,603 Est. Cost $79.56 Unrealized +25.1%
SKIL SKILLSOFT CORP 0.0%
Value ($000) $1,370 Shares 57,172 Est. Cost $17.48 Unrealized -6.6%
MORN MORNINGSTAR INC 0.0%
Value ($000) $1,315 Shares 3,906 Est. Cost $214.67 Unrealized +59.0%
ALRM ALARM COM HLDGS INC 0.0%
Value ($000) $1,305 Shares 21,461 Est. Cost $68.11 Unrealized -12.5%
FOXF FOX FACTORY HLDG CORP 0.0%
Value ($000) $1,249 Shares 41,273 Est. Cost $103.92 Unrealized -66.8%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $1,145 Shares 8,900 Est. Cost $149.19 Unrealized +0.9%
CIGI COLLIERS INTL GROUP INC 0.0%
Value ($000) $1,118 Shares 8,226 Est. Cost $147.21 Unrealized 0.0%
ENTG ENTEGRIS INC 0.0%
Value ($000) $1,092 Shares 11,026 Est. Cost $104.86 Unrealized 0.0%
NKE NIKE INC 0.0%
Value ($000) $1,030 Shares 13,607 Est. Cost $75.69 Unrealized +1.1%
BSY BENTLEY SYS INC 0.0%
Value ($000) $1,000 Shares 21,407 Est. Cost $48.45 Unrealized 0.0%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $985 Shares 4,357 Est. Cost $231.36 Unrealized +11.3%
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $977 Shares 9,800 Est. Cost $99.72 Unrealized +7.7%
BWMN BOWMAN CONSULTING GROUP LTD 0.0%
Value ($000) $972 Shares 38,968 Est. Cost $29.84 Unrealized -18.4%
USHY ISHARES TR 0.0%
Value ($000) $968 Shares 26,300 Est. Cost $37.65 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $939 Shares 4,504 Est. Cost $231.27 Unrealized -3.4%
AMN AMN HEALTHCARE SVCS INC 0.0%
Value ($000) $912 Shares 38,142 Est. Cost $72.06 Unrealized -55.9%
KB KB FINL GROUP INC 0.0%
Value ($000) $827 Shares 14,529 Est. Cost $52.07 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $795 Shares 15,037 Est. Cost $85.91 Unrealized -37.9%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $784 Shares 4,248 Est. Cost $230.36 Unrealized -16.4%
IOO ISHARES TR 0.0%
Value ($000) $676 Shares 6,708 Est. Cost $100.77 Unrealized
CALY TOPGOLF CALLAWAY BRANDS CORP 0.0%
Value ($000) $656 Shares 83,466 Est. Cost $13.29 Unrealized -31.6%
PSTG PURE STORAGE INC 0.0%
Value ($000) $654 Shares 10,643 Est. Cost $55.69 Unrealized 0.0%
CPA COPA HOLDINGS SA 0.0%
Value ($000) $641 Shares 7,293 Est. Cost $88.07 Unrealized +0.3%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $635 Shares 7,441 Est. Cost $100.01 Unrealized -16.1%
KARO KAROOOOO LTD 0.0%
Value ($000) $599 Shares 13,273 Est. Cost $36.05 Unrealized +14.1%
SGOV ISHARES TR 0.0%
Value ($000) $559 Shares 5,569 Est. Cost $2624.99 Unrealized
NTES NETEASE INC 0.0%
Value ($000) $421 Shares 4,719 Est. Cost $101.07 Unrealized
KSPI KASPI KZ JSC 0.0%
Value ($000) $294 Shares 3,105 Est. Cost $129.01 Unrealized
CLBT CELLEBRITE DI LTD 0.0%
Value ($000) $222 Shares 10,095 Est. Cost $19.25 Unrealized 0.0%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $215 Shares 1,238 Est. Cost $194.48 Unrealized 0.0%