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	Shares	Value	% Portfolio	Type
101	SKILSKILLSOFT CORP	73,112	$1.0B	2.54%
102	KNSLKINSALE CAP GROUP INC	2,315	$891.0M	2.24%
103	FNDFLOOR & DECOR HLDGS INC	7,635	$758.0M	1.90%
104	PYPLPAYPAL HLDGS INC	12,770	$741.0M	1.86%
105	TTEKTETRA TECH INC NEW	3,309	$676.0M	1.70%
106	DAVAENDAVA PLC	18,930	$553.0M	1.39%
107	FCXFREEPORT-MCMORAN INC	10,419	$506.0M	1.27%
108	METAMETA PLATFORMS INC	808	$407.0M	1.02%
109	TREXTREX CO INC	5,379	$398.0M	1.00%
110	NTESNETEASE INC	4,000	$382.0M	0.96%

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