POLEN CAPITAL MANAGEMENT LLC Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$37.0T
Holdings
124
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (124 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 19,546,612 | $4.3T | 11.59% | |
| 2 | MSFTMICROSOFT CORP | 6,410,882 | $2.7T | 7.30% | |
| 3 | GOOGALPHABET INC | 11,076,271 | $2.1T | 5.70% | |
| 4 | VVISA INC | 6,578,733 | $2.1T | 5.62% | |
| 5 | MAMASTERCARD INCORPORATED | 3,492,466 | $1.8T | 4.97% | |
| 6 | SHOPSHOPIFY INC | 17,079,480 | $1.8T | 4.91% | |
| 7 | ORCLORACLE CORP | 10,723,731 | $1.8T | 4.83% | |
| 8 | NOWSERVICENOW INC | 1,634,595 | $1.7T | 4.68% | |
| 9 | AAPLAPPLE INC | 6,169,513 | $1.5T | 4.17% | |
| 10 | NFLXNETFLIX INC | 1,727,862 | $1.5T | 4.16% | |
| 11 | ABTABBOTT LABS | 12,688,363 | $1.4T | 3.88% | |
| 12 | ADBEADOBE INC | 3,015,574 | $1.3T | 3.62% | |
| 13 | TMOTHERMO FISHER SCIENTIFIC INC | 2,461,195 | $1.3T | 3.46% | |
| 14 | ACNACCENTURE PLC IRELAND | 3,526,610 | $1.2T | 3.35% | |
| 15 | MSCIMSCI INC | 2,032,238 | $1.2T | 3.29% | |
| 16 | ZTSZOETIS INC | 7,483,194 | $1.2T | 3.29% | |
| 17 | WDAYWORKDAY INC | 4,287,623 | $1.1T | 2.99% | |
| 18 | ABNBAIRBNB INC | 8,216,914 | $1.1T | 2.92% | |
| 19 | LLYELI LILLY & CO | 1,295,389 | $1.0T | 2.70% | |
| 20 | PAYCPAYCOM SOFTWARE INC | 3,171,660 | $650.1B | 1.76% | |
| 21 | UNHUNITEDHEALTH GROUP INC | 1,125,593 | $569.4B | 1.54% | |
| 22 | NVONOVO-NORDISK A S | 6,405,748 | $551.0B | 1.49% | |
| 23 | CSGPCOSTAR GROUP INC | 6,497,188 | $465.1B | 1.26% | |
| 24 | ITGARTNER INC | 902,690 | $437.3B | 1.18% | |
| 25 | AONAON PLC | 719,322 | $258.4B | 0.70% | |
| 26 | SAPSAP SE | 999,944 | $246.2B | 0.67% | |
| 27 | GOOGLALPHABET INC | 1,230,197 | $232.9B | 0.63% | |
| 28 | IWFISHARES TR | 503,619 | $202.2B | 0.55% | |
| 29 | ICLRICON PLC | 711,510 | $149.2B | 0.40% | |
| 30 | GLOBGLOBANT S A | 634,524 | $136.1B | 0.37% | |
| 31 | MDTMEDTRONIC PLC | 782,478 | $62.5B | 0.17% | |
| 32 | MLB1MERCADOLIBRE INC | 36,595 | $62.2B | 0.17% | |
| 33 | ADPAUTOMATIC DATA PROCESSING IN | 179,749 | $52.6B | 0.14% | |
| 34 | HDBHDFC BANK LTD | 774,580 | $49.5B | 0.13% | |
| 35 | ASMLASML HOLDING N V | 62,141 | $43.1B | 0.12% | |
| 36 | WTWWILLIS TOWERS WATSON PLC LTD | 128,586 | $40.3B | 0.11% | |
| 37 | ACWIISHARES TR | 317,801 | $37.3B | 0.10% | |
| 38 | SPOTSPOTIFY TECHNOLOGY S A | 60,861 | $27.2B | 0.07% | |
| 39 | NUNU HLDGS LTD | 2,243,471 | $23.2B | 0.06% | |
| 40 | ACWXISHARES TR | 380,271 | $19.8B | 0.05% | |
| 41 | VUGVANGUARD INDEX FDS | 39,046 | $16.0B | 0.04% | |
| 42 | ONONON HLDG AG | 278,383 | $15.2B | 0.04% | |
| 43 | EXLSEXLSERVICE HOLDINGS INC | 319,490 | $14.2B | 0.04% | |
| 44 | ULUNILEVER PLC | 244,122 | $13.8B | 0.04% | |
| 45 | MNDYMONDAY COM LTD | 53,186 | $12.5B | 0.03% | |
| 46 | TMETENCENT MUSIC ENTMT GROUP | 1,059,587 | $12.0B | 0.03% | |
| 47 | RVLVREVOLVE GROUP INC | 304,529 | $10.2B | 0.03% | |
| 48 | GSHDGOOSEHEAD INS INC | 84,310 | $9.0B | 0.02% | |
| 49 | CCCCCC INTELLIGENT SOLUTIONS HL | 762,304 | $8.9B | 0.02% | |
| 50 | HLNEHAMILTON LANE INC | 55,644 | $8.2B | 0.02% | |
| 51 | LVSLAS VEGAS SANDS CORP | 154,724 | $7.9B | 0.02% | |
| 52 | WRBYWARBY PARKER INC | 319,822 | $7.7B | 0.02% | |
| 53 | ELFE L F BEAUTY INC | 61,473 | $7.7B | 0.02% | |
| 54 | DLODLOCAL LTD | 627,360 | $7.1B | 0.02% | |
| 55 | CNMCORE & MAIN INC | 135,737 | $6.9B | 0.02% | |
| 56 | GNRCGENERAC HLDGS INC | 44,416 | $6.9B | 0.02% | |
| 57 | CRMSALESFORCE INC | 19,582 | $6.5B | 0.02% | |
| 58 | PDDPDD HOLDINGS INC | 67,092 | $6.5B | 0.02% | |
| 59 | IEIINSIGHT ENTERPRISES INC | 41,431 | $6.3B | 0.02% | |
| 60 | HLIHOULIHAN LOKEY INC | 35,999 | $6.3B | 0.02% | |
| 61 | FSVFIRSTSERVICE CORP NEW | 32,771 | $5.9B | 0.02% | |
| 62 | RGENREPLIGEN CORP | 40,556 | $5.8B | 0.02% | |
| 63 | PCTYPAYLOCITY HLDG CORP | 28,689 | $5.7B | 0.02% | |
| 64 | SPYSPDR S&P 500 ETF TR | 9,539 | $5.6B | 0.02% | |
| 65 | BROSDUTCH BROS INC | 105,023 | $5.5B | 0.01% | |
| 66 | MEDPMEDPACE HLDGS INC | 16,223 | $5.4B | 0.01% | |
| 67 | RMBS*RAMBUS INC DEL | 99,259 | $5.2B | 0.01% | |
| 68 | PGNYPROGYNY INC | 260,708 | $4.5B | 0.01% | |
| 69 | AITAPPLIED INDL TECHNOLOGIES IN | 18,556 | $4.4B | 0.01% | |
| 70 | WSCWILLSCOT HLDGS CORP | 125,024 | $4.2B | 0.01% | |
| 71 | YUMCYUM CHINA HLDGS INC | 85,998 | $4.1B | 0.01% | |
| 72 | TREXTREX CO INC | 56,268 | $3.9B | 0.01% | |
| 73 | CWANCLEARWATER ANALYTICS HLDGS I | 140,029 | $3.9B | 0.01% | |
| 74 | BLBLACKLINE INC | 62,791 | $3.8B | 0.01% | |
| 75 | YETIYETI HLDGS INC | 98,057 | $3.8B | 0.01% | |
| 76 | AAONAAON INC | 31,557 | $3.7B | 0.01% | |
| 77 | CATHGLOBAL X FDS | 47,625 | $3.4B | 0.01% | |
| 78 | SITESITEONE LANDSCAPE SUPPLY INC | 24,140 | $3.2B | 0.01% | |
| 79 | VTVANGUARD INTL EQUITY INDEX F | 26,794 | $3.1B | 0.01% | |
| 80 | EPAMEPAM SYS INC | 13,454 | $3.1B | 0.01% | |
| 81 | ROADCONSTRUCTION PARTNERS INC | 32,009 | $2.8B | 0.01% | |
| 82 | FNFABRINET | 12,605 | $2.8B | 0.01% | |
| 83 | IBPINSTALLED BLDG PRODS INC | 15,752 | $2.8B | 0.01% | |
| 84 | BDCBELDEN INC | 24,182 | $2.7B | 0.01% | |
| 85 | QLYSQUALYS INC | 18,701 | $2.6B | 0.01% | |
| 86 | IWMISHARES TR | 10,007 | $2.2B | 0.01% | |
| 87 | KNSLKINSALE CAP GROUP INC | 4,517 | $2.1B | 0.01% | |
| 88 | POOLPOOL CORP | 5,962 | $2.0B | 0.01% | |
| 89 | TTEKTETRA TECH INC NEW | 43,162 | $1.7B | 0.00% | |
| 90 | BLDTOPBUILD CORP | 5,220 | $1.6B | 0.00% | |
| 91 | DTDYNATRACE INC | 29,021 | $1.6B | 0.00% | |
| 92 | ADSKAUTODESK INC | 5,174 | $1.5B | 0.00% | |
| 93 | TECHBIO-TECHNE CORP | 20,760 | $1.5B | 0.00% | |
| 94 | LGIHLGI HOMES INC | 16,100 | $1.4B | 0.00% | |
| 95 | OLLIOLLIES BARGAIN OUTLET HLDGS | 12,603 | $1.4B | 0.00% | |
| 96 | SKILSKILLSOFT CORP | 57,172 | $1.4B | 0.00% | |
| 97 | MORNMORNINGSTAR INC | 3,906 | $1.3B | 0.00% | |
| 98 | ALRMALARM COM HLDGS INC | 21,461 | $1.3B | 0.00% | |
| 99 | FOXFFOX FACTORY HLDG CORP | 41,273 | $1.2B | 0.00% | |
| 100 | BAHBOOZ ALLEN HAMILTON HLDG COR | 8,900 | $1.1B | 0.00% |
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