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	Shares	Value	% Portfolio	Type
101	CRLCHARLES RIV LABS INTL INC	5,504	$1.1B	2.80%
102	SPYSPDR S&P 500 ETF TR	1,863	$1.1B	2.76%
103	CALYTOPGOLF CALLAWAY BRANDS CORP	95,972	$1.1B	2.72%
104	BWMNBOWMAN CONSULTING GROUP LTD	41,186	$991.0M	2.56%
105	USHYISHARES TR	26,300	$990.0M	2.56%
106	CPACOPA HOLDINGS SA	9,628	$903.0M	2.33%
107	FNDFLOOR & DECOR HLDGS INC	7,266	$902.0M	2.33%
108	KSPIKASPI KZ JSC	8,371	$887.0M	2.29%
109	BAHBOOZ ALLEN HAMILTON HLDG COR	4,722	$768.0M	1.98%
110	PYPLPAYPAL HLDGS INC	8,813	$687.0M	1.77%
111	SKILSKILLSOFT CORP	42,744	$662.0M	1.71%
112	NTESNETEASE INC	5,268	$492.0M	1.27%
113	VTVANGUARD INTL EQUITY INDEX F	4,018	$480.0M	1.24%
114	BILSPDR SER TR	5,072	$465.0M	1.20%
115	FIVEFIVE BELOW INC	5,004	$442.0M	1.14%
116	KAROKAROOOOO LTD	10,634	$421.0M	1.09%
117	TREXTREX CO INC	5,189	$345.0M	0.89%
118	DAVAENDAVA PLC	9,776	$249.0M	0.64%

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