POLEN CAPITAL MANAGEMENT LLC Q3 2024 Filing
Filed November 13, 2024
Portfolio Value
$38739.3T
Holdings
118
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (118 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 25,744,857 | $4797.0T | 12.38% | |
| 2 | MSFTMICROSOFT CORP | 7,012,465 | $3017.5T | 7.79% | |
| 3 | GOOGALPHABET INC | 12,821,010 | $2143.5T | 5.53% | |
| 4 | VVISA INC | 7,257,741 | $1995.5T | 5.15% | |
| 5 | NOWSERVICENOW INC | 2,223,744 | $1988.9T | 5.13% | |
| 6 | MAMASTERCARD INCORPORATED | 3,833,355 | $1892.9T | 4.89% | |
| 7 | TMOTHERMO FISHER SCIENTIFIC INC | 2,806,786 | $1736.2T | 4.48% | |
| 8 | ADBEADOBE INC | 3,311,628 | $1714.7T | 4.43% | |
| 9 | ABTABBOTT LABS | 13,937,610 | $1589.0T | 4.10% | |
| 10 | AAPLAPPLE INC | 6,736,143 | $1569.5T | 4.05% | |
| 11 | SHOPSHOPIFY INC | 18,967,838 | $1520.1T | 3.92% | |
| 12 | ORCLORACLE CORP | 8,767,967 | $1494.1T | 3.86% | |
| 13 | ACNACCENTURE PLC IRELAND | 3,902,146 | $1379.3T | 3.56% | |
| 14 | NFLXNETFLIX INC | 1,907,867 | $1353.2T | 3.49% | |
| 15 | MSCIMSCI INC | 2,228,293 | $1298.9T | 3.35% | |
| 16 | ZTSZOETIS INC | 6,366,653 | $1243.9T | 3.21% | |
| 17 | WDAYWORKDAY INC | 4,802,526 | $1173.8T | 3.03% | |
| 18 | UNHUNITEDHEALTH GROUP INC | 1,996,422 | $1167.3T | 3.01% | |
| 19 | ABNBAIRBNB INC | 9,182,584 | $1164.4T | 3.01% | |
| 20 | NVONOVO-NORDISK A S | 6,854,659 | $816.2T | 2.11% | |
| 21 | ITGARTNER INC | 1,469,390 | $744.6T | 1.92% | |
| 22 | PAYCPAYCOM SOFTWARE INC | 3,510,896 | $584.8T | 1.51% | |
| 23 | LLYELI LILLY & CO | 489,955 | $434.1T | 1.12% | |
| 24 | ICLRICON PLC | 1,053,770 | $302.8T | 0.78% | |
| 25 | AONAON PLC | 781,489 | $270.4T | 0.70% | |
| 26 | SAPSAP SE | 1,064,415 | $243.9T | 0.63% | |
| 27 | GOOGLALPHABET INC | 1,274,326 | $211.3T | 0.55% | |
| 28 | GLOBGLOBANT S A | 632,979 | $125.4T | 0.32% | |
| 29 | MDTMEDTRONIC PLC | 1,023,029 | $92.1T | 0.24% | |
| 30 | MLB1MERCADOLIBRE INC | 39,015 | $80.1T | 0.21% | |
| 31 | IWFISHARES TR | 162,206 | $60.9T | 0.16% | |
| 32 | ASMLASML HOLDING N V | 67,283 | $56.1T | 0.14% | |
| 33 | ADPAUTOMATIC DATA PROCESSING IN | 198,152 | $54.8T | 0.14% | |
| 34 | HDBHDFC BANK LTD | 839,039 | $52.5T | 0.14% | |
| 35 | TMETENCENT MUSIC ENTMT GROUP | 1,539,938 | $18.6T | 0.05% | |
| 36 | ULUNILEVER PLC | 257,804 | $16.7T | 0.04% | |
| 37 | ONONON HLDG AG | 295,518 | $14.8T | 0.04% | |
| 38 | PDDPDD HOLDINGS INC | 94,050 | $12.7T | 0.03% | |
| 39 | EXLSEXLSERVICE HOLDINGS INC | 325,845 | $12.4T | 0.03% | |
| 40 | ACWIISHARES TR | 91,122 | $10.9T | 0.03% | |
| 41 | HLIHOULIHAN LOKEY INC | 68,311 | $10.8T | 0.03% | |
| 42 | LVSLAS VEGAS SANDS CORP | 202,934 | $10.2T | 0.03% | |
| 43 | RVLVREVOLVE GROUP INC | 402,820 | $10.0T | 0.03% | |
| 44 | CRMSALESFORCE INC | 35,710 | $9.8T | 0.03% | |
| 45 | YUMCYUM CHINA HLDGS INC | 210,855 | $9.5T | 0.02% | |
| 46 | GSHDGOOSEHEAD INS INC | 105,858 | $9.5T | 0.02% | |
| 47 | HLNEHAMILTON LANE INC | 55,830 | $9.4T | 0.02% | |
| 48 | GNRCGENERAC HLDGS INC | 57,902 | $9.2T | 0.02% | |
| 49 | CCCCCC INTELLIGENT SOLUTIONS HL | 796,190 | $8.8T | 0.02% | |
| 50 | CWANCLEARWATER ANALYTICS HLDGS I | 338,954 | $8.6T | 0.02% | |
| 51 | DLODLOCAL LTD | 987,283 | $7.9T | 0.02% | |
| 52 | ELFE L F BEAUTY INC | 64,126 | $7.0T | 0.02% | |
| 53 | WRBYWARBY PARKER INC | 414,405 | $6.8T | 0.02% | |
| 54 | CNMCORE & MAIN INC | 147,407 | $6.5T | 0.02% | |
| 55 | ALRMALARM COM HLDGS INC | 118,324 | $6.5T | 0.02% | |
| 56 | IVVISHARES TR | 10,746 | $6.2T | 0.02% | |
| 57 | PGNYPROGYNY INC | 362,120 | $6.1T | 0.02% | |
| 58 | EEFTEURONET WORLDWIDE INC | 59,928 | $5.9T | 0.02% | |
| 59 | VUGVANGUARD INDEX FDS | 13,814 | $5.3T | 0.01% | |
| 60 | RGENREPLIGEN CORP | 35,383 | $5.3T | 0.01% | |
| 61 | FSVFIRSTSERVICE CORP NEW | 28,137 | $5.1T | 0.01% | |
| 62 | MEDPMEDPACE HLDGS INC | 14,964 | $5.0T | 0.01% | |
| 63 | KBIAKB FINL GROUP INC | 78,267 | $4.8T | 0.01% | |
| 64 | YETIYETI HLDGS INC | 113,236 | $4.6T | 0.01% | |
| 65 | IEIINSIGHT ENTERPRISES INC | 21,357 | $4.6T | 0.01% | |
| 66 | OPCHOPTION CARE HEALTH INC | 144,294 | $4.5T | 0.01% | |
| 67 | IBPINSTALLED BLDG PRODS INC | 17,963 | $4.4T | 0.01% | |
| 68 | EPAMEPAM SYS INC | 20,722 | $4.1T | 0.01% | |
| 69 | PCTYPAYLOCITY HLDG CORP | 23,332 | $3.8T | 0.01% | |
| 70 | BLBLACKLINE INC | 69,297 | $3.8T | 0.01% | |
| 71 | NVEEUSDNV5 GLOBAL INC | 40,808 | $3.8T | 0.01% | |
| 72 | CATHGLOBAL X FDS | 54,750 | $3.8T | 0.01% | |
| 73 | AITAPPLIED INDL TECHNOLOGIES IN | 16,204 | $3.6T | 0.01% | |
| 74 | AAONAAON INC | 32,928 | $3.6T | 0.01% | |
| 75 | IWMISHARES TR | 13,381 | $3.0T | 0.01% | |
| 76 | FOXFFOX FACTORY HLDG CORP | 68,723 | $2.9T | 0.01% | |
| 77 | QLYSQUALYS INC | 20,504 | $2.6T | 0.01% | |
| 78 | AFWALIGN TECHNOLOGY INC | 10,215 | $2.6T | 0.01% | |
| 79 | SITESITEONE LANDSCAPE SUPPLY INC | 16,293 | $2.5T | 0.01% | |
| 80 | ROADCONSTRUCTION PARTNERS INC | 35,094 | $2.4T | 0.01% | |
| 81 | RMBS*RAMBUS INC DEL | 56,150 | $2.4T | 0.01% | |
| 82 | LGIHLGI HOMES INC | 19,430 | $2.3T | 0.01% | |
| 83 | ACWXISHARES TR | 39,480 | $2.3T | 0.01% | |
| 84 | MKTXMARKETAXESS HLDGS INC | 8,669 | $2.2T | 0.01% | |
| 85 | TECHBIO-TECHNE CORP | 27,443 | $2.2T | 0.01% | |
| 86 | DTDYNATRACE INC | 38,791 | $2.1T | 0.01% | |
| 87 | ADSKAUTODESK INC | 7,239 | $2.0T | 0.01% | |
| 88 | MORNMORNINGSTAR INC | 6,196 | $2.0T | 0.01% | |
| 89 | KNSLKINSALE CAP GROUP INC | 4,181 | $1.9T | 0.01% | |
| 90 | HCQAMN HEALTHCARE SVCS INC | 44,812 | $1.9T | 0.00% | |
| 91 | SGOVISHARES TR | 18,526 | $1.9T | 0.00% | |
| 92 | AZPN1USDASPEN TECHNOLOGY INC | 7,483 | $1.8T | 0.00% | |
| 93 | BLDTOPBUILD CORP | 4,075 | $1.7T | 0.00% | |
| 94 | BROSDUTCH BROS INC | 44,241 | $1.4T | 0.00% | |
| 95 | TYLTYLER TECHNOLOGIES INC | 2,397 | $1.4T | 0.00% | |
| 96 | POOLPOOL CORP | 3,672 | $1.4T | 0.00% | |
| 97 | ETSYETSY INC | 24,738 | $1.4T | 0.00% | |
| 98 | NKENIKE INC | 15,237 | $1.3T | 0.00% | |
| 99 | OLLIOLLIES BARGAIN OUTLET HLDGS | 12,608 | $1.2T | 0.00% | |
| 100 | TTEKTETRA TECH INC NEW | 23,124 | $1.1T | 0.00% |
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