POLEN CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001034524 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 12, 2025

Total Value ($000): $31,845,100 (100.0% shares, 0.0% debt)

Holdings (117)

AMZN AMAZON COM INC 10.6%
Value ($000) $3,376,619 Shares 17,747,395 Est. Cost $120.17 Unrealized +80.6%
MSFT MICROSOFT CORP 7.0%
Value ($000) $2,230,232 Shares 5,941,106 Est. Cost $175.86 Unrealized +130.3%
V VISA INC 6.6%
Value ($000) $2,111,069 Shares 6,023,710 Est. Cost $146.76 Unrealized +129.2%
ORCL ORACLE CORP 5.5%
Value ($000) $1,762,878 Shares 12,609,101 Est. Cost $150.91 Unrealized +7.1%
MA MASTERCARD INCORPORATED 5.5%
Value ($000) $1,760,128 Shares 3,211,209 Est. Cost $240.14 Unrealized +125.7%
ABT ABBOTT LABS 4.7%
Value ($000) $1,510,297 Shares 11,385,577 Est. Cost $86.02 Unrealized +45.9%
SHOP SHOPIFY INC 4.6%
Value ($000) $1,457,987 Shares 15,270,075 Est. Cost $66.02 Unrealized +65.0%
LLY ELI LILLY & CO 4.6%
Value ($000) $1,449,118 Shares 1,754,571 Est. Cost $734.81 Unrealized +12.5%
ZTS ZOETIS INC 4.5%
Value ($000) $1,448,401 Shares 8,796,847 Est. Cost $131.19 Unrealized +25.4%
AON AON PLC 3.8%
Value ($000) $1,200,350 Shares 3,007,719 Est. Cost $345.42 Unrealized +10.5%
GOOG ALPHABET INC 3.6%
Value ($000) $1,161,481 Shares 7,434,428 Est. Cost $107.89 Unrealized +69.1%
TMO THERMO FISHER SCIENTIFIC INC 3.6%
Value ($000) $1,155,667 Shares 2,322,482 Est. Cost $537.99 Unrealized +0.3%
ADBE ADOBE INC 3.4%
Value ($000) $1,081,027 Shares 2,818,625 Est. Cost $310.25 Unrealized +38.2%
MSCI MSCI INC 3.3%
Value ($000) $1,056,432 Shares 1,868,138 Est. Cost $500.07 Unrealized +15.0%
ACN ACCENTURE PLC IRELAND 3.1%
Value ($000) $1,001,173 Shares 3,208,478 Est. Cost $122.55 Unrealized +185.2%
ABNB AIRBNB INC 2.9%
Value ($000) $923,020 Shares 7,726,604 Est. Cost $154.92 Unrealized -13.5%
WDAY WORKDAY INC 2.9%
Value ($000) $921,160 Shares 3,944,506 Est. Cost $211.02 Unrealized +20.9%
NFLX NETFLIX INC 2.6%
Value ($000) $828,154 Shares 888,072 Est. Cost $38.95 Unrealized +144.1%
NOW SERVICENOW INC 2.4%
Value ($000) $756,116 Shares 949,728 Est. Cost $70.91 Unrealized +171.8%
PAYC PAYCOM SOFTWARE INC 2.1%
Value ($000) $676,819 Shares 3,097,854 Est. Cost $174.42 Unrealized +20.1%
AAPL APPLE INC 1.9%
Value ($000) $595,556 Shares 2,681,114 Est. Cost $221.95 Unrealized +4.0%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $543,430 Shares 1,037,575 Est. Cost $290.76 Unrealized +71.8%
CSGP COSTAR GROUP INC 1.6%
Value ($000) $523,061 Shares 6,601,800 Est. Cost $75.53 Unrealized +0.7%
SBUX STARBUCKS CORP 1.6%
Value ($000) $503,539 Shares 5,133,440 Est. Cost $100.99 Unrealized 0.0%
IT GARTNER INC 1.1%
Value ($000) $350,702 Shares 835,522 Est. Cost $107.02 Unrealized +360.5%
SAP SAP SE 0.5%
Value ($000) $145,682 Shares 542,699 Est. Cost $110.72 Unrealized
IWF ISHARES TR 0.4%
Value ($000) $139,208 Shares 385,522 Est. Cost $378.28 Unrealized
MELI MERCADOLIBRE INC 0.4%
Value ($000) $133,700 Shares 68,534 Est. Cost $1710.56 Unrealized +16.0%
WTW WILLIS TOWERS WATSON PLC LTD 0.4%
Value ($000) $123,872 Shares 366,539 Est. Cost $315.34 Unrealized +2.2%
ICLR ICON PLC 0.3%
Value ($000) $111,128 Shares 635,052 Est. Cost $209.62 Unrealized -7.5%
GOOGL ALPHABET INC 0.3%
Value ($000) $94,471 Shares 610,910 Est. Cost $107.60 Unrealized +67.9%
GLOB GLOBANT S A 0.3%
Value ($000) $91,164 Shares 774,418 Est. Cost $196.38 Unrealized -8.7%
NVO NOVO-NORDISK A S 0.2%
Value ($000) $69,572 Shares 1,001,906 Est. Cost $90.94 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $56,565 Shares 629,483 Est. Cost $85.96 Unrealized +1.7%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $50,879 Shares 166,526 Est. Cost $158.63 Unrealized +86.2%
ACWI ISHARES TR 0.1%
Value ($000) $44,786 Shares 384,795 Est. Cost $123.29 Unrealized
HDB HDFC BANK LTD 0.1%
Value ($000) $43,257 Shares 651,063 Est. Cost $59.44 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $34,905 Shares 52,677 Est. Cost $746.94 Unrealized
NU NU HLDGS LTD 0.1%
Value ($000) $30,411 Shares 2,969,781 Est. Cost $12.94 Unrealized -8.7%
TME TENCENT MUSIC ENTMT GROUP 0.1%
Value ($000) $28,514 Shares 1,978,769 Est. Cost $11.14 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $21,313 Shares 38,749 Est. Cost $428.22 Unrealized +30.5%
MNDY MONDAY COM LTD 0.1%
Value ($000) $17,328 Shares 71,261 Est. Cost $273.77 Unrealized -3.5%
EXLS EXLSERVICE HOLDINGS INC 0.0%
Value ($000) $12,275 Shares 260,017 Est. Cost $30.55 Unrealized +57.5%
ONON ON HLDG AG 0.0%
Value ($000) $10,494 Shares 238,933 Est. Cost $42.90 Unrealized +22.5%
PDD PDD HOLDINGS INC 0.0%
Value ($000) $7,834 Shares 66,193 Est. Cost $133.72 Unrealized
HLNE HAMILTON LANE INC 0.0%
Value ($000) $7,778 Shares 52,320 Est. Cost $78.89 Unrealized +93.2%
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $7,455 Shares 24,466 Est. Cost $297.58 Unrealized +13.0%
GSHD GOOSEHEAD INS INC 0.0%
Value ($000) $7,239 Shares 61,317 Est. Cost $93.17 Unrealized +20.4%
NSIT INSIGHT ENTERPRISES INC 0.0%
Value ($000) $6,320 Shares 42,133 Est. Cost $192.18 Unrealized -16.2%
CNM CORE & MAIN INC 0.0%
Value ($000) $6,036 Shares 124,953 Est. Cost $33.84 Unrealized +53.1%
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $5,871 Shares 31,338 Est. Cost $162.84 Unrealized +22.7%
PGNY PROGYNY INC 0.0%
Value ($000) $5,842 Shares 261,506 Est. Cost $45.28 Unrealized -52.4%
RMBS RAMBUS INC DEL 0.0%
Value ($000) $5,650 Shares 109,117 Est. Cost $50.39 Unrealized +16.6%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $5,410 Shares 14,589 Est. Cost $401.06 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $5,393 Shares 139,619 Est. Cost $52.77 Unrealized -17.8%
DLO DLOCAL LTD 0.0%
Value ($000) $5,234 Shares 627,551 Est. Cost $14.09 Unrealized -23.8%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $5,216 Shares 32,295 Est. Cost $66.90 Unrealized +153.6%
FSV FIRSTSERVICE CORP NEW 0.0%
Value ($000) $4,920 Shares 29,648 Est. Cost $138.11 Unrealized +26.1%
CCC CCC INTELLIGENT SOLUTIONS HL 0.0%
Value ($000) $4,918 Shares 544,653 Est. Cost $9.90 Unrealized +4.9%
AIT APPLIED INDL TECHNOLOGIES IN 0.0%
Value ($000) $4,768 Shares 21,160 Est. Cost $207.06 Unrealized +18.0%
TREX TREX CO INC 0.0%
Value ($000) $4,575 Shares 78,742 Est. Cost $68.84 Unrealized -5.6%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $4,480 Shares 86,045 Est. Cost $54.19 Unrealized -11.5%
ELF E L F BEAUTY INC 0.0%
Value ($000) $4,353 Shares 69,325 Est. Cost $148.98 Unrealized -41.5%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $4,231 Shares 33,409 Est. Cost $112.57 Unrealized +27.4%
BROS DUTCH BROS INC 0.0%
Value ($000) $4,206 Shares 68,124 Est. Cost $40.38 Unrealized +63.1%
RGEN REPLIGEN CORP 0.0%
Value ($000) $3,932 Shares 30,902 Est. Cost $148.19 Unrealized +3.9%
AAON AAON INC 0.0%
Value ($000) $3,865 Shares 49,466 Est. Cost $88.83 Unrealized +15.6%
CATH GLOBAL X FDS 0.0%
Value ($000) $3,601 Shares 53,317 Est. Cost $64.11 Unrealized
RVLV REVOLVE GROUP INC 0.0%
Value ($000) $3,444 Shares 160,282 Est. Cost $27.39 Unrealized +1.4%
CWAN CLEARWATER ANALYTICS HLDGS I 0.0%
Value ($000) $3,347 Shares 124,892 Est. Cost $18.08 Unrealized +55.2%
ACWX ISHARES TR 0.0%
Value ($000) $3,259 Shares 58,768 Est. Cost $50.55 Unrealized
WSC WILLSCOT HLDGS CORP 0.0%
Value ($000) $3,250 Shares 116,917 Est. Cost $36.74 Unrealized -7.5%
BDC BELDEN INC 0.0%
Value ($000) $3,074 Shares 30,665 Est. Cost $117.36 Unrealized -5.7%
FN FABRINET 0.0%
Value ($000) $3,012 Shares 15,249 Est. Cost $237.12 Unrealized -8.0%
EPAM EPAM SYS INC 0.0%
Value ($000) $2,788 Shares 16,512 Est. Cost $289.77 Unrealized -23.9%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $2,715 Shares 46,314 Est. Cost $67.43 Unrealized -0.0%
IBP INSTALLED BLDG PRODS INC 0.0%
Value ($000) $2,683 Shares 15,650 Est. Cost $220.70 Unrealized -19.5%
WRBY WARBY PARKER INC 0.0%
Value ($000) $2,681 Shares 147,071 Est. Cost $33.82 Unrealized -29.4%
BL BLACKLINE INC 0.0%
Value ($000) $2,668 Shares 55,099 Est. Cost $96.40 Unrealized -43.2%
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $2,591 Shares 21,338 Est. Cost $136.89 Unrealized -3.1%
ROAD CONSTRUCTION PARTNERS INC 0.0%
Value ($000) $2,501 Shares 34,795 Est. Cost $58.78 Unrealized +34.1%
SGOV ISHARES TR 0.0%
Value ($000) $2,346 Shares 23,299 Est. Cost $704.04 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $2,216 Shares 8,257 Est. Cost $182.62 Unrealized +69.2%
QLYS QUALYS INC 0.0%
Value ($000) $2,108 Shares 16,742 Est. Cost $116.06 Unrealized +16.5%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $2,074 Shares 4,262 Est. Cost $424.96 Unrealized +5.5%
IWM ISHARES TR 0.0%
Value ($000) $2,067 Shares 10,362 Est. Cost $556.30 Unrealized
POOL POOL CORP 0.0%
Value ($000) $1,788 Shares 5,617 Est. Cost $347.33 Unrealized -3.8%
BLD TOPBUILD CORP 0.0%
Value ($000) $1,504 Shares 4,931 Est. Cost $395.31 Unrealized -19.0%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1,271 Shares 10,959 Est. Cost $117.81 Unrealized
DT DYNATRACE INC 0.0%
Value ($000) $1,260 Shares 26,718 Est. Cost $42.05 Unrealized +30.1%
SKIL SKILLSOFT CORP 0.0%
Value ($000) $1,100 Shares 57,172 Est. Cost $17.48 Unrealized +49.1%
MORN MORNINGSTAR INC 0.0%
Value ($000) $1,060 Shares 3,534 Est. Cost $214.67 Unrealized +46.7%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $1,047 Shares 8,998 Est. Cost $79.56 Unrealized +32.9%
ENTG ENTEGRIS INC 0.0%
Value ($000) $1,009 Shares 11,539 Est. Cost $104.66 Unrealized -4.1%
LGIH LGI HOMES INC 0.0%
Value ($000) $965 Shares 14,523 Est. Cost $111.01 Unrealized -27.2%
CIGI COLLIERS INTL GROUP INC 0.0%
Value ($000) $962 Shares 7,933 Est. Cost $147.21 Unrealized -11.2%
AMN AMN HEALTHCARE SVCS INC 0.0%
Value ($000) $943 Shares 38,564 Est. Cost $71.56 Unrealized -64.1%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $875 Shares 4,046 Est. Cost $231.36 Unrealized -10.9%
SAIA SAIA INC 0.0%
Value ($000) $861 Shares 2,464 Est. Cost $434.95 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $810 Shares 1,448 Est. Cost $583.69 Unrealized
BWMN BOWMAN CONSULTING GROUP LTD 0.0%
Value ($000) $773 Shares 35,417 Est. Cost $29.84 Unrealized -21.9%
BSY BENTLEY SYS INC 0.0%
Value ($000) $766 Shares 19,464 Est. Cost $48.45 Unrealized -8.4%
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $718 Shares 8,924 Est. Cost $99.72 Unrealized -5.3%
ADSK AUTODESK INC 0.0%
Value ($000) $643 Shares 2,455 Est. Cost $217.08 Unrealized +31.0%
BIL SPDR SER TR 0.0%
Value ($000) $481 Shares 5,242 Est. Cost $91.73 Unrealized
NTES NETEASE INC 0.0%
Value ($000) $445 Shares 4,321 Est. Cost $101.07 Unrealized
PSTG PURE STORAGE INC 0.0%
Value ($000) $425 Shares 9,597 Est. Cost $55.69 Unrealized +8.3%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $411 Shares 14,061 Est. Cost $44.40 Unrealized -24.4%
NKE NIKE INC 0.0%
Value ($000) $394 Shares 6,209 Est. Cost $75.69 Unrealized -4.8%
IWO ISHARES TR 0.0%
Value ($000) $391 Shares 1,528 Est. Cost $255.58 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $385 Shares 2,226 Est. Cost $208.27 Unrealized 0.0%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $376 Shares 1,166 Est. Cost $402.00 Unrealized 0.0%
WING WINGSTOP INC 0.0%
Value ($000) $333 Shares 1,476 Est. Cost $260.10 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $323 Shares 4,943 Est. Cost $100.01 Unrealized -22.3%
IOO ISHARES TR 0.0%
Value ($000) $306 Shares 2,474 Est. Cost $100.77 Unrealized
KARO KAROOOOO LTD 0.0%
Value ($000) $293 Shares 6,899 Est. Cost $36.05 Unrealized +22.0%
CLBT CELLEBRITE DI LTD 0.0%
Value ($000) $289 Shares 14,849 Est. Cost $19.82 Unrealized +6.2%