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CIK: 0001034524
Total reported value
$11.6B
$11.6B
118 檔
120.1%
At the close of Q3 2024, Polen Capital Management LLC disclosed equity holdings valued at approximately $11.6B, spread across 118 reported holdings.
Polen Capital Management LLC executed strategic sector rebalancing during Q3 2024, establishing 9 new positions while fully exiting 3 holdings and trimming 27 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 12.38% | +0.16% | -13.09% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.79% | -0.55% | -21.96% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.53% | +0.74% | -23.15% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 5.15% | +0.23% | -9.25% | |
| 5 | NOW | Servicenow Inc | Stock-Tech | 5.13% | -0.67% | -10.43% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 4.89% | -0.28% | -9.59% | |
| 7 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.48% | — | -9.52% | |
| 8 | ADBE | Adobe Inc | Stock-Tech | 4.43% | -0.01% | +24.25% | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 4.10% | -0.01% | -8.94% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 4.05% | — | — | |
| 11 | SHOP | Shopify Inc - Class A | Stock-Tech | 3.92% | -0.68% | +28.84% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 3.86% | -0.60% | — | |
| 13 | ACN | Accenture plc | Stock-Tech | 3.56% | -1.70% | -9.96% | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 3.49% | -0.02% | -9.98% | |
| 15 | MSCI | Msci Inc | Stock-Financials | 3.35% | -0.23% | +35.01% | |
| 16 | ZTS | Zoetis Inc | Stock-Healthcare | 3.21% | -3.25% | -9.64% | |
| 17 | WDAY | Workday Inc-class A | Stock-Tech | 3.03% | — | +40.06% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.01% | — | -11.23% | |
| 19 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 3.01% | +0.04% | -9.74% | |
| 20 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.11% | — | -7.97% | |
| 21 | IT | Gartner Inc | Stock-Tech | 1.92% | — | EXIT | |
| 22 | PAYC | Paycom Software Inc | Stock-Tech | 1.51% | -0.03% | EXIT | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | +1.07% | -10.44% | |
| 24 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.78% | — | -2.88% | |
| 25 | AON | Aon plc | Stock-Financials | 0.70% | -2.55% | -4.93% | |
| 26 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.63% | -0.04% | -15.15% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.03% | -39.15% | |
| 28 | GLOB | Globant S.A. | Stock-Tech | 0.32% | — | +32.61% | |
| 29 | MDT | Medtronic plc | Stock-Healthcare | 0.24% | -0.04% | EXIT | |
| 30 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.21% | -0.03% | +25.69% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.16% | -0.54% | -45.53% | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 0.14% | +0.11% | +31.75% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.14% | — | -59.72% | |
| 34 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.14% | — | EXIT | |
| 35 | TME | Tencent Music Entertainm-adr | Stock-Comm Services | 0.05% | — | +2.33% | |
| 36 | UL | Unilever PLC | Stock-Consumer Staples | 0.04% | — | -48.51% | |
| 37 | ✓ | On Holding AG | Stock-Other | 0.04% | — | — | |
| 38 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 0.03% | — | +71.39% | |
| 39 | EXLS | Exlservice Holdings Inc | Stock-Tech | 0.03% | — | -0.38% | |
| 40 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.03% | -0.13% | -48.13% | |
| 41 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.03% | — | -17.07% | |
| 42 | LVS | Las Vegas Sands CORP | Stock-Consumer Disc | 0.03% | — | +3.34% | |
| 43 | RVLV | Revolve Group Inc | Stock-Other | 0.03% | — | -21.32% | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.03% | — | EXIT | |
| 45 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 0.02% | — | +4.71% | |
| 46 | GSHD | Goosehead Insurance Inc -a | Stock-Other | 0.02% | — | -17.97% | |
| 47 | HLNE | Hamilton Lane Inc-class A | Stock-Financials | 0.02% | — | -28.63% | |
| 48 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.02% | — | -18.43% | |
| 49 | CCC | Ccc Intelligent Solutions Ho | Stock-Tech | 0.02% | — | -6.79% | |
| 50 | CWAN | Clearwater Analytics Holdings, Inc. | Stock-Tech | 0.02% | — | -40.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +4.1% | NEW | New buy |
| 2 | ORCL | Oracle CORP | +3.9% | NEW | New buy |
| 3 | SHOP | Shopify Inc - Class A | +1.5% | +28.84% | Add |
| 4 | MSCI | Msci Inc | +1.4% | +35.01% | Add |
| 5 | WDAY | Workday Inc-class A | +1.1% | +40.06% | Add |
| 6 | PAYC | Paycom Software Inc | +0.7% | +57.01% | Add |
| 7 | ADBE | Adobe Inc | +0.7% | +24.25% | Add |
| 8 | ACN | Accenture plc | +0.3% | -9.96% | Trim |
| 9 | NOW | Servicenow Inc | +0.2% | -10.43% | Trim |
| 10 | MA | Mastercard Inc - A | +0.2% | -9.59% | Trim |
| 11 | TMO | Thermo Fisher Scientific Inc | +0.2% | -9.52% | Trim |
| 12 | ZTS | Zoetis Inc | +0.2% | -9.64% | Trim |
| 13 | UNH | Unitedhealth Group Inc | +0.1% | -11.23% | Trim |
| 14 | GLOB | Globant S.A. | +0.1% | +32.61% | Add |
| 15 | AON | Aon plc | +0.1% | -4.93% | Trim |
| 16 | MELI | Mercadolibre Inc | +0.1% | +25.69% | Add |
| 17 | ✓ | On Holding AG | 0% | NEW | New buy |
| 18 | MDT | Medtronic plc | 0% | -2.57% | Trim |
| 19 | ELF | Elf Beauty Inc | 0% | NEW | New buy |
| 20 | IVV | Ishares Core S&p 500 ETF | 0% | NEW | New buy |
| 21 | PDD | Pdd Holdings Inc | 0% | +71.39% | Add |
| 22 | VUG | Vanguard Growth ETF | 0% | NEW | New buy |
| 23 | NSIT | Insight Enterprises Inc | 0% | NEW | New buy |
| 24 | PCTY | Paylocity Holding CORP | 0% | NEW | New buy |
| 25 | ASML | ASML Holding N.V. | 0% | +31.75% | Add |
| 26 | NVEEUSD | Nv5 Global Inc | 0% | NEW | New buy |
| 27 | RGEN | Repligen CORP | 0% | +142.81% | Add |
| 28 | SAP | Sap Se-sponsored Adr | — | -15.15% | Trim |
| 29 | PGNY | Progyny Inc | — | +3.97% | Add |
| 30 | SITM | Sitime CORP | 0% | EXIT | Sold out |
| 31 | APPF | Appfolio Inc - A | 0% | EXIT | Sold out |
| 32 | ACWI | Ishares Msci Acwi ETF | 0% | -48.13% | Trim |
| 33 | ADSK | Autodesk Inc | 0% | -82.81% | Trim |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | -94.48% | Trim |
| 35 | ALIT | Alight Inc - Class A | 0% | EXIT | Sold out |
| 36 | UL | Unilever PLC | 0% | -48.51% | Trim |
| 37 | ICLR | ICON Public Limited Company | -0.1% | -2.88% | Trim |
| 38 | NFLX | Netflix Inc | -0.1% | -9.98% | Trim |
| 39 | IWF | Ishares Russell 1000 Growth | -0.1% | -45.53% | Trim |
| 40 | V | Visa Inc-class A Shares | -0.1% | -9.25% | Trim |
| 41 | LLY | Eli Lilly & Co | -0.1% | -10.44% | Trim |
| 42 | ADP | Automatic Data Processing | -0.2% | -59.72% | Trim |
| 43 | GOOGL | Alphabet Inc-cl A | -0.4% | -39.15% | Trim |
| 44 | NVO | Novo-nordisk A/s-spons Adr | -0.6% | -7.97% | Trim |
| 45 | ABNB | Airbnb Inc-class A | -0.9% | -9.74% | Trim |
| 46 | NKE | Nike Inc -cl B | -1.7% | -99.83% | Trim |
| 47 | AMZN | Amazon.com Inc | -2% | -13.09% | Trim |
| 48 | GOOG | Alphabet Inc-cl C | -2.2% | -23.15% | Trim |
| 49 | MSFT | Microsoft CORP | -2.3% | -21.96% | Trim |
| 50 | CRM | Salesforce Inc | -4.3% | -99.47% | Trim |
According to official SEC Form 13F filings, Polen Capital Management LLC reported a total U.S. public equity portfolio value of $11.6B across 118 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, MSFT, GOOG) accounted for 120.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
AAPL
市值: $1.6B
Top Position Liquidated / Trimmed
ALIT
前期市值: $7.4M
During Q3 2024, Polen Capital Management LLC's top holdings by market value included AMZN (12.4%)、MSFT (7.8%)、GOOG (5.5%). The largest single position, AMZN, represented 12.4% of total portfolio value.
In Q3 2024, Polen Capital Management LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 11 positions, trimming 27 holdings, and fully liquidating 3 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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