POLEN CAPITAL MANAGEMENT LLC Q2 2024 Filing
Filed August 12, 2024
Portfolio Value
$39.9B
Holdings
110
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (110 positions)
| Stock | Value |
|---|---|
AMZNAMAZON COM INC | $5.7B |
MSFTMICROSOFT CORP | $4.0B |
GOOGALPHABET INC | $3.1B |
VVISA INC | $2.1B |
NOWSERVICENOW INC | $2.0B |
MAMASTERCARD INCORPORATED | $1.9B |
CRMSALESFORCE INC | $1.7B |
TMOTHERMO FISHER SCIENTIFIC INC | $1.7B |
ABTABBOTT LABS | $1.6B |
ABNBAIRBNB INC | $1.5B |
ADBEADOBE INC | $1.5B |
NFLXNETFLIX INC | $1.4B |
ACNACCENTURE PLC IRELAND | $1.3B |
ZTSZOETIS INC | $1.2B |
UNHUNITEDHEALTH GROUP INC | $1.1B |
NVONOVO-NORDISK A S | $1.1B |
SHOPSHOPIFY INC | $972.4M |
MSCIMSCI INC | $795.1M |
WDAYWORKDAY INC | $766.6M |
ITGARTNER INC | $741.3M |
NKENIKE INC | $675.9M |
LLYELI LILLY & CO | $495.3M |
GOOGLALPHABET INC | $381.5M |
ICLRICON PLC | $340.1M |
PAYCPAYCOM SOFTWARE INC | $319.9M |
SAPSAP SE | $253.1M |
AONAON PLC | $241.3M |
ADPAUTOMATIC DATA PROCESSING IN | $117.4M |
IWFISHARES TR | $108.6M |
GLOBGLOBANT S A | $85.1M |
MDTMEDTRONIC PLC | $82.6M |
HDBHDFC BANK LTD | $54.9M |
ASMLASML HOLDING N V | $52.2M |
MLB1MERCADOLIBRE INC | $51.0M |
ULUNILEVER PLC | $27.5M |
TMETENCENT MUSIC ENTMT GROUP | $21.1M |
ACWIISHARES TR | $19.7M |
HLIHOULIHAN LOKEY INC | $11.1M |
CWANCLEARWATER ANALYTICS HLDGS I | $10.6M |
ADSKAUTODESK INC | $10.4M |
EXLSEXLSERVICE HOLDINGS INC | $10.3M |
PGNYPROGYNY INC | $10.0M |
HLNEHAMILTON LANE INC | $9.7M |
CCCCCC INTELLIGENT SOLUTIONS HL | $9.5M |
GNRCGENERAC HLDGS INC | $9.4M |
LVSLAS VEGAS SANDS CORP | $8.7M |
BILSPDR SER TR | $8.4M |
RVLVREVOLVE GROUP INC | $8.1M |
ALRMALARM COM HLDGS INC | $8.1M |
CNMCORE & MAIN INC | $7.8M |
DLODLOCAL LTD | $7.7M |
WRBYWARBY PARKER INC | $7.4M |
ALITALIGHT INC | $7.4M |
GSHDGOOSEHEAD INS INC | $7.4M |
PDDPDD HOLDINGS INC | $7.3M |
MEDPMEDPACE HLDGS INC | $7.1M |
EEFTEURONET WORLDWIDE INC | $6.7M |
YUMCYUM CHINA HLDGS INC | $6.2M |
SITMSITIME CORP | $5.7M |
BLBLACKLINE INC | $5.0M |
EPAMEPAM SYS INC | $4.8M |
AFWALIGN TECHNOLOGY INC | $4.8M |
YETIYETI HLDGS INC | $4.6M |
FSVFIRSTSERVICE CORP NEW | $4.5M |
KBIAKB FINL GROUP INC | $4.4M |
APPFAPPFOLIO INC | $4.4M |
OPCHOPTION CARE HEALTH INC | $4.3M |
FOXFFOX FACTORY HLDG CORP | $3.9M |
CATHGLOBAL X FDS | $3.6M |
QLYSQUALYS INC | $3.6M |
VONGVANGUARD SCOTTSDALE FDS | $3.2M |
HCQAMN HEALTHCARE SVCS INC | $3.2M |
AAONAAON INC | $3.0M |
DOCSDOXIMITY INC | $3.0M |
IBPINSTALLED BLDG PRODS INC | $2.7M |
TECHBIO-TECHNE CORP | $2.5M |
MORNMORNINGSTAR INC | $2.4M |
CALYTOPGOLF CALLAWAY BRANDS CORP | $2.3M |
DTDYNATRACE INC | $2.3M |
FIVEFIVE BELOW INC | $2.3M |
ACWXISHARES TR | $2.1M |
SITESITEONE LANDSCAPE SUPPLY INC | $2.1M |
RHRH | $2.0M |
IWMISHARES TR | $2.0M |
MPWRMONOLITHIC PWR SYS INC | $2.0M |
AZPN1USDASPEN TECHNOLOGY INC | $2.0M |
ETSYETSY INC | $1.9M |
RGENREPLIGEN CORP | $1.8M |
LGIHLGI HOMES INC | $1.8M |
MKTXMARKETAXESS HLDGS INC | $1.6M |
TYLTYLER TECHNOLOGIES INC | $1.6M |
AITAPPLIED INDL TECHNOLOGIES IN | $1.5M |
BWMNBOWMAN CONSULTING GROUP LTD | $1.5M |
ROADCONSTRUCTION PARTNERS INC | $1.4M |
OLLIOLLIES BARGAIN OUTLET HLDGS | $1.3M |
KSPIKASPI KZ JSC | $1.2M |
CRLCHARLES RIV LABS INTL INC | $1.2M |
POOLPOOL CORP | $1.1M |
CPACOPA HOLDINGS SA | $1.1M |
SGOVISHARES TR | $1.0M |
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