POLEN CAPITAL MANAGEMENT LLC Q3 2024 Filing
Filed November 13, 2024
Portfolio Value
$38.7B
Holdings
118
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (118 positions)
| Stock | Value |
|---|---|
AMZNAMAZON COM INC | $4.8B |
MSFTMICROSOFT CORP | $3.0B |
GOOGALPHABET INC | $2.1B |
VVISA INC | $2.0B |
MAMASTERCARD INCORPORATED | $1.9B |
ABTABBOTT LABS | $1.6B |
AAPLAPPLE INC | $1.6B |
SHOPSHOPIFY INC | $1.5B |
ORCLORACLE CORP | $1.5B |
ACNACCENTURE PLC IRELAND | $1.4B |
ZTSZOETIS INC | $1.2B |
WDAYWORKDAY INC | $1.2B |
ABNBAIRBNB INC | $1.2B |
NVONOVO-NORDISK A S | $816.0M |
PAYCPAYCOM SOFTWARE INC | $584.0M |
ICLRICON PLC | $302.0M |
AONAON PLC | $270.0M |
SAPSAP SE | $243.0M |
GOOGLALPHABET INC | $211.0M |
GLOBGLOBANT S A | $125.0M |
MDTMEDTRONIC PLC | $92.0M |
IWFISHARES TR | $60.0M |
ADPAUTOMATIC DATA PROCESSING IN | $54.0M |
HDBHDFC BANK LTD | $52.0M |
TMETENCENT MUSIC ENTMT GROUP | $18.0M |
ULUNILEVER PLC | $16.0M |
ONONON HLDG AG | $14.0M |
EXLSEXLSERVICE HOLDINGS INC | $12.0M |
PDDPDD HOLDINGS INC | $12.0M |
ACWIISHARES TR | $10.0M |
LVSLAS VEGAS SANDS CORP | $10.0M |
HLIHOULIHAN LOKEY INC | $10.0M |
HLNEHAMILTON LANE INC | $9.0M |
RVLVREVOLVE GROUP INC | $9.0M |
GNRCGENERAC HLDGS INC | $9.0M |
YUMCYUM CHINA HLDGS INC | $9.0M |
GSHDGOOSEHEAD INS INC | $9.0M |
CRMSALESFORCE INC | $9.0M |
CCCCCC INTELLIGENT SOLUTIONS HL | $8.0M |
CWANCLEARWATER ANALYTICS HLDGS I | $8.0M |
DLODLOCAL LTD | $7.0M |
CNMCORE & MAIN INC | $6.0M |
PGNYPROGYNY INC | $6.0M |
ALRMALARM COM HLDGS INC | $6.0M |
WRBYWARBY PARKER INC | $6.0M |
ELFE L F BEAUTY INC | $6.0M |
VUGVANGUARD INDEX FDS | $5.0M |
EEFTEURONET WORLDWIDE INC | $5.0M |
FSVFIRSTSERVICE CORP NEW | $5.0M |
RGENREPLIGEN CORP | $5.0M |
KBIAKB FINL GROUP INC | $4.0M |
IBPINSTALLED BLDG PRODS INC | $4.0M |
YETIYETI HLDGS INC | $4.0M |
EPAMEPAM SYS INC | $4.0M |
OPCHOPTION CARE HEALTH INC | $4.0M |
IEIINSIGHT ENTERPRISES INC | $4.0M |
MEDPMEDPACE HLDGS INC | $4.0M |
PCTYPAYLOCITY HLDG CORP | $3.0M |
AAONAAON INC | $3.0M |
AITAPPLIED INDL TECHNOLOGIES IN | $3.0M |
NVEEUSDNV5 GLOBAL INC | $3.0M |
CATHGLOBAL X FDS | $3.0M |
BLBLACKLINE INC | $3.0M |
QLYSQUALYS INC | $2.0M |
TECHBIO-TECHNE CORP | $2.0M |
IWMISHARES TR | $2.0M |
ACWXISHARES TR | $2.0M |
ROADCONSTRUCTION PARTNERS INC | $2.0M |
FOXFFOX FACTORY HLDG CORP | $2.0M |
RMBS*RAMBUS INC DEL | $2.0M |
AFWALIGN TECHNOLOGY INC | $2.0M |
MKTXMARKETAXESS HLDGS INC | $2.0M |
DTDYNATRACE INC | $2.0M |
LGIHLGI HOMES INC | $2.0M |
SITESITEONE LANDSCAPE SUPPLY INC | $2.0M |
NOWSERVICENOW INC | $2.0M |
TMOTHERMO FISHER SCIENTIFIC INC | $1.7M |
ADBEADOBE INC | $1.7M |
NFLXNETFLIX INC | $1.4M |
MSCIMSCI INC | $1.3M |
UNHUNITEDHEALTH GROUP INC | $1.2M |
OLLIOLLIES BARGAIN OUTLET HLDGS | $1.0M |
TYLTYLER TECHNOLOGIES INC | $1.0M |
HCQAMN HEALTHCARE SVCS INC | $1.0M |
BROSDUTCH BROS INC | $1.0M |
SGOVISHARES TR | $1.0M |
CALYTOPGOLF CALLAWAY BRANDS CORP | $1.0M |
AZPN1USDASPEN TECHNOLOGY INC | $1.0M |
CRLCHARLES RIV LABS INTL INC | $1.0M |
BLDTOPBUILD CORP | $1.0M |
ETSYETSY INC | $1.0M |
ADSKAUTODESK INC | $1.0M |
KNSLKINSALE CAP GROUP INC | $1.0M |
MORNMORNINGSTAR INC | $1.0M |
NKENIKE INC | $1.0M |
POOLPOOL CORP | $1.0M |
TTEKTETRA TECH INC NEW | $1.0M |
BWMNBOWMAN CONSULTING GROUP LTD | $991K |
USHYISHARES TR | $990K |
CPACOPA HOLDINGS SA | $903K |
Page 1 of 2Next