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CIK: 0001034524
Total reported value
$11.6B
$11.6B
110 檔
145.2%
As reported in its official Q2 2024 Form 13F filing, Polen Capital Management LLC's tracked investment portfolio stood at $11.6B with 110 total positions.
During Q2 2024, Polen Capital Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 14.36% | +0.16% | -13.91% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 10.08% | -0.55% | -7.03% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 7.68% | +0.74% | -7.72% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 5.27% | +0.23% | -4.71% | |
| 5 | NOW | Servicenow Inc | Stock-Tech | 4.90% | -0.67% | -6.76% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 4.69% | -0.28% | -5.14% | |
| 7 | CRM | Salesforce Inc | Stock-Tech | 4.33% | — | EXIT | |
| 8 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.30% | — | -4.82% | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 3.99% | -0.01% | -5.18% | |
| 10 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 3.87% | +0.04% | -5.18% | |
| 11 | ADBE | Adobe Inc | Stock-Tech | 3.71% | -0.01% | -6.03% | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 3.59% | -0.02% | -44.80% | |
| 13 | ACN | Accenture plc | Stock-Tech | 3.30% | -1.70% | -6.38% | |
| 14 | ZTS | Zoetis Inc | Stock-Healthcare | 3.06% | -3.25% | +0.58% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.87% | — | -6.05% | |
| 16 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.67% | — | -4.13% | |
| 17 | SHOP | Shopify Inc - Class A | Stock-Tech | 2.44% | -0.68% | +1672.17% | |
| 18 | MSCI | Msci Inc | Stock-Financials | 1.99% | -0.23% | +1113.07% | |
| 19 | WDAY | Workday Inc-class A | Stock-Tech | 1.92% | — | -6.88% | |
| 20 | IT | Gartner Inc | Stock-Tech | 1.86% | — | EXIT | |
| 21 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.70% | — | -5.32% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.24% | +1.07% | -6.45% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | +0.03% | -1.92% | |
| 24 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.85% | — | -1.20% | |
| 25 | PAYC | Paycom Software Inc | Stock-Tech | 0.80% | -0.03% | EXIT | |
| 26 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.63% | -0.04% | -1.58% | |
| 27 | AON | Aon plc | Stock-Financials | 0.61% | -2.55% | -0.97% | |
| 28 | ADP | Automatic Data Processing | Stock-Tech | 0.29% | — | -2.01% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.27% | -0.54% | +292.95% | |
| 30 | GLOB | Globant S.A. | Stock-Tech | 0.21% | — | -4.26% | |
| 31 | MDT | Medtronic plc | Stock-Healthcare | 0.21% | -0.04% | EXIT | |
| 32 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.14% | — | EXIT | |
| 33 | ASML | ASML Holding N.V. | Stock-Tech | 0.13% | +0.11% | -0.08% | |
| 34 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.13% | -0.03% | -6.73% | |
| 35 | UL | Unilever PLC | Stock-Consumer Staples | 0.07% | — | -0.02% | |
| 36 | TME | Tencent Music Entertainm-adr | Stock-Comm Services | 0.05% | — | -43.49% | |
| 37 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.05% | -0.13% | +909.17% | |
| 38 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.03% | — | -8.49% | |
| 39 | CWAN | Clearwater Analytics Holdings, Inc. | Stock-Tech | 0.03% | — | +4.64% | |
| 40 | ADSK | Autodesk Inc | Stock-Tech | 0.03% | — | -99.15% | |
| 41 | EXLS | Exlservice Holdings Inc | Stock-Tech | 0.03% | — | +5.37% | |
| 42 | PGNY | Progyny Inc | Stock-Other | 0.03% | — | -7.85% | |
| 43 | HLNE | Hamilton Lane Inc-class A | Stock-Financials | 0.02% | — | -14.90% | |
| 44 | CCC | Ccc Intelligent Solutions Ho | Stock-Tech | 0.02% | — | +51.23% | |
| 45 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.02% | — | -4.17% | |
| 46 | LVS | Las Vegas Sands CORP | Stock-Consumer Disc | 0.02% | — | -15.34% | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.02% | — | EXIT | |
| 48 | RVLV | Revolve Group Inc | Stock-Other | 0.02% | — | -1.63% | |
| 49 | ALRM | Alarm.com Holdings Inc | Stock-Other | 0.02% | — | +2.19% | |
| 50 | CNM | Core & Main Inc-class A | Stock-Industrials | 0.02% | — | -0.63% |
According to official SEC Form 13F filings, Polen Capital Management LLC reported a total U.S. public equity portfolio value of $11.6B across 110 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AMZN, MSFT, GOOG) accounted for 145.2% of total reported equity market value during Q2 2024.
During Q2 2024, Polen Capital Management LLC's top holdings by market value included AMZN (14.4%)、MSFT (10.1%)、GOOG (7.7%). The largest single position, AMZN, represented 14.4% of total portfolio value.
In Q2 2024, Polen Capital Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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