POLEN CAPITAL MANAGEMENT LLC Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$37.0B
Holdings
124
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (124 positions)
| Stock | Value |
|---|---|
AMZNAMAZON COM INC | $4.3B |
MSFTMICROSOFT CORP | $2.7B |
GOOGALPHABET INC | $2.1B |
VVISA INC | $2.1B |
MAMASTERCARD INCORPORATED | $1.8B |
SHOPSHOPIFY INC | $1.8B |
ORCLORACLE CORP | $1.8B |
NOWSERVICENOW INC | $1.7B |
AAPLAPPLE INC | $1.5B |
NFLXNETFLIX INC | $1.5B |
ABTABBOTT LABS | $1.4B |
ADBEADOBE INC | $1.3B |
TMOTHERMO FISHER SCIENTIFIC INC | $1.3B |
ACNACCENTURE PLC IRELAND | $1.2B |
MSCIMSCI INC | $1.2B |
ZTSZOETIS INC | $1.2B |
WDAYWORKDAY INC | $1.1B |
ABNBAIRBNB INC | $1.1B |
LLYELI LILLY & CO | $1.0B |
PAYCPAYCOM SOFTWARE INC | $650.1M |
UNHUNITEDHEALTH GROUP INC | $569.4M |
NVONOVO-NORDISK A S | $551.0M |
CSGPCOSTAR GROUP INC | $465.1M |
ITGARTNER INC | $437.3M |
AONAON PLC | $258.4M |
SAPSAP SE | $246.2M |
GOOGLALPHABET INC | $232.9M |
IWFISHARES TR | $202.2M |
ICLRICON PLC | $149.2M |
GLOBGLOBANT S A | $136.1M |
MDTMEDTRONIC PLC | $62.5M |
MLB1MERCADOLIBRE INC | $62.2M |
ADPAUTOMATIC DATA PROCESSING IN | $52.6M |
HDBHDFC BANK LTD | $49.5M |
ASMLASML HOLDING N V | $43.1M |
WTWWILLIS TOWERS WATSON PLC LTD | $40.3M |
ACWIISHARES TR | $37.3M |
SPOTSPOTIFY TECHNOLOGY S A | $27.2M |
NUNU HLDGS LTD | $23.2M |
ACWXISHARES TR | $19.8M |
VUGVANGUARD INDEX FDS | $16.0M |
ONONON HLDG AG | $15.2M |
EXLSEXLSERVICE HOLDINGS INC | $14.2M |
ULUNILEVER PLC | $13.8M |
MNDYMONDAY COM LTD | $12.5M |
TMETENCENT MUSIC ENTMT GROUP | $12.0M |
RVLVREVOLVE GROUP INC | $10.2M |
GSHDGOOSEHEAD INS INC | $9.0M |
CCCCCC INTELLIGENT SOLUTIONS HL | $8.9M |
HLNEHAMILTON LANE INC | $8.2M |
LVSLAS VEGAS SANDS CORP | $7.9M |
WRBYWARBY PARKER INC | $7.7M |
ELFE L F BEAUTY INC | $7.7M |
DLODLOCAL LTD | $7.1M |
CNMCORE & MAIN INC | $6.9M |
GNRCGENERAC HLDGS INC | $6.9M |
CRMSALESFORCE INC | $6.5M |
PDDPDD HOLDINGS INC | $6.5M |
IEIINSIGHT ENTERPRISES INC | $6.3M |
HLIHOULIHAN LOKEY INC | $6.3M |
FSVFIRSTSERVICE CORP NEW | $5.9M |
RGENREPLIGEN CORP | $5.8M |
PCTYPAYLOCITY HLDG CORP | $5.7M |
SPYSPDR S&P 500 ETF TR | $5.6M |
BROSDUTCH BROS INC | $5.5M |
MEDPMEDPACE HLDGS INC | $5.4M |
RMBS*RAMBUS INC DEL | $5.2M |
PGNYPROGYNY INC | $4.5M |
AITAPPLIED INDL TECHNOLOGIES IN | $4.4M |
WSCWILLSCOT HLDGS CORP | $4.2M |
YUMCYUM CHINA HLDGS INC | $4.1M |
TREXTREX CO INC | $3.9M |
CWANCLEARWATER ANALYTICS HLDGS I | $3.9M |
BLBLACKLINE INC | $3.8M |
YETIYETI HLDGS INC | $3.8M |
AAONAAON INC | $3.7M |
CATHGLOBAL X FDS | $3.4M |
SITESITEONE LANDSCAPE SUPPLY INC | $3.2M |
VTVANGUARD INTL EQUITY INDEX F | $3.1M |
EPAMEPAM SYS INC | $3.1M |
ROADCONSTRUCTION PARTNERS INC | $2.8M |
FNFABRINET | $2.8M |
IBPINSTALLED BLDG PRODS INC | $2.8M |
BDCBELDEN INC | $2.7M |
QLYSQUALYS INC | $2.6M |
IWMISHARES TR | $2.2M |
KNSLKINSALE CAP GROUP INC | $2.1M |
POOLPOOL CORP | $2.0M |
TTEKTETRA TECH INC NEW | $1.7M |
BLDTOPBUILD CORP | $1.6M |
DTDYNATRACE INC | $1.6M |
ADSKAUTODESK INC | $1.5M |
TECHBIO-TECHNE CORP | $1.5M |
LGIHLGI HOMES INC | $1.4M |
OLLIOLLIES BARGAIN OUTLET HLDGS | $1.4M |
SKILSKILLSOFT CORP | $1.4M |
MORNMORNINGSTAR INC | $1.3M |
ALRMALARM COM HLDGS INC | $1.3M |
FOXFFOX FACTORY HLDG CORP | $1.2M |
BAHBOOZ ALLEN HAMILTON HLDG COR | $1.1M |
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