Q4 2024 · 13F-HR
POLEN CAPITAL MANAGEMENT LLCholdings as filed
Filed 2025-02-10 · accession 0001172661-25-000623
$37.01B
Reported value
124
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $4.29B | 11.6% | 19,546,612 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $2.70B | 7.30% | 6,410,882 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $2.11B | 5.70% | 11,076,271 | Common | SOLE |
| 92826C839 | V | VISA INC | $2.08B | 5.62% | 6,578,733 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.84B | 4.97% | 3,492,466 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $1.82B | 4.91% | 17,079,480 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $1.79B | 4.83% | 10,723,731 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $1.73B | 4.68% | 1,634,595 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $1.54B | 4.17% | 6,169,513 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $1.54B | 4.16% | 1,727,862 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $1.44B | 3.88% | 12,688,363 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $1.34B | 3.62% | 3,015,574 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $1.28B | 3.46% | 2,461,195 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $1.24B | 3.35% | 3,526,610 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $1.22B | 3.29% | 2,032,238 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $1.22B | 3.29% | 7,483,194 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $1.11B | 2.99% | 4,287,623 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $1.08B | 2.92% | 8,216,914 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $1.00B | 2.70% | 1,295,389 | Common | SOLE |
| 70432V102 | PAYC | PAYCOM SOFTWARE INC | $650.1M | 1.76% | 3,171,660 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $569.4M | 1.54% | 1,125,593 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $551.0M | 1.49% | 6,405,748 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $465.1M | 1.26% | 6,497,188 | Common | SOLE |
| 366651107 | IT | GARTNER INC | $437.3M | 1.18% | 902,690 | Common | SOLE |
| G0403H108 | AON | AON PLC | $258.4M | 0.70% | 719,322 | Common | SOLE |
| 803054204 | SAP | SAP SE | $246.2M | 0.67% | 999,944 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $232.9M | 0.63% | 1,230,197 | Common | SOLE |
| 464287614 | IWF | ISHARES TR | $202.2M | 0.55% | 503,619 | Common | SOLE |
| G4705A100 | ICLR | ICON PLC | $149.2M | 0.40% | 711,510 | Common | SOLE |
| L44385109 | GLOB | GLOBANT S A | $136.1M | 0.37% | 634,524 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $62.5M | 0.17% | 782,478 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $62.2M | 0.17% | 36,595 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $52.6M | 0.14% | 179,749 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $49.5M | 0.13% | 774,580 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $43.1M | 0.12% | 62,141 | Common | SOLE |
| G96629103 | WTW | WILLIS TOWERS WATSON PLC LTD | $40.3M | 0.11% | 128,586 | Common | SOLE |
| 464288257 | ACWI | ISHARES TR | $37.3M | 0.10% | 317,801 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $27.2M | 0.07% | 60,861 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $23.2M | 0.06% | 2,243,471 | Common | SOLE |
| 464288240 | ACWX | ISHARES TR | $19.8M | 0.05% | 380,271 | Common | SOLE |
| 922908736 | VUG | VANGUARD INDEX FDS | $16.0M | 0.04% | 39,046 | Common | SOLE |
| H5919C104 | ONON | ON HLDG AG | $15.2M | 0.04% | 278,383 | Common | SOLE |
| 302081104 | EXLS | EXLSERVICE HOLDINGS INC | $14.2M | 0.04% | 319,490 | Common | SOLE |
| 904767704 | — | UNILEVER PLC | $13.8M | 0.04% | 244,122 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $12.5M | 0.03% | 53,186 | Common | SOLE |
| 88034P109 | TME | TENCENT MUSIC ENTMT GROUP | $12.0M | 0.03% | 1,059,587 | Common | SOLE |
| 76156B107 | RVLV | REVOLVE GROUP INC | $10.2M | 0.03% | 304,529 | Common | SOLE |
| 38267D109 | GSHD | GOOSEHEAD INS INC | $9.0M | 0.02% | 84,310 | Common | SOLE |
| 12510Q100 | CCC | CCC INTELLIGENT SOLUTIONS HL | $8.9M | 0.02% | 762,304 | Common | SOLE |
| 407497106 | HLNE | HAMILTON LANE INC | $8.2M | 0.02% | 55,644 | Common | SOLE |
| 517834107 | LVS | LAS VEGAS SANDS CORP | $7.9M | 0.02% | 154,724 | Common | SOLE |
| 93403J106 | WRBY | WARBY PARKER INC | $7.7M | 0.02% | 319,822 | Common | SOLE |
| 26856L103 | ELF | E L F BEAUTY INC | $7.7M | 0.02% | 61,473 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $7.1M | 0.02% | 627,360 | Common | SOLE |
| 21874C102 | CNM | CORE & MAIN INC | $6.9M | 0.02% | 135,737 | Common | SOLE |
| 368736104 | GNRC | GENERAC HLDGS INC | $6.9M | 0.02% | 44,416 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $6.5M | 0.02% | 19,582 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $6.5M | 0.02% | 67,092 | Common | SOLE |
| 45765U103 | NSIT | INSIGHT ENTERPRISES INC | $6.3M | 0.02% | 41,431 | Common | SOLE |
| 441593100 | HLI | HOULIHAN LOKEY INC | $6.3M | 0.02% | 35,999 | Common | SOLE |
| 33767E202 | FSV | FIRSTSERVICE CORP NEW | $5.9M | 0.02% | 32,771 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $5.8M | 0.02% | 40,556 | Common | SOLE |
| 70438V106 | PCTY | PAYLOCITY HLDG CORP | $5.7M | 0.02% | 28,689 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $5.6M | 0.02% | 9,539 | Common | SOLE |
| 26701L100 | BROS | DUTCH BROS INC | $5.5M | 0.01% | 105,023 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HLDGS INC | $5.4M | 0.01% | 16,223 | Common | SOLE |
| 750917106 | RMBS | RAMBUS INC DEL | $5.2M | 0.01% | 99,259 | Common | SOLE |
| 74340E103 | PGNY | PROGYNY INC | $4.5M | 0.01% | 260,708 | Common | SOLE |
| 03820C105 | AIT | APPLIED INDL TECHNOLOGIES IN | $4.4M | 0.01% | 18,556 | Common | SOLE |
| 971378104 | WSC | WILLSCOT HLDGS CORP | $4.2M | 0.01% | 125,024 | Common | SOLE |
| 98850P109 | YUMC | YUM CHINA HLDGS INC | $4.1M | 0.01% | 85,998 | Common | SOLE |
| 89531P105 | TREX | TREX CO INC | $3.9M | 0.01% | 56,268 | Common | SOLE |
| 185123106 | CWAN | CLEARWATER ANALYTICS HLDGS I | $3.9M | 0.01% | 140,029 | Common | SOLE |
| 09239B109 | BL | BLACKLINE INC | $3.8M | 0.01% | 62,791 | Common | SOLE |
| 98585X104 | YETI | YETI HLDGS INC | $3.8M | 0.01% | 98,057 | Common | SOLE |
| 000360206 | AAON | AAON INC | $3.7M | 0.01% | 31,557 | Common | SOLE |
| 37954Y889 | CATH | GLOBAL X FDS | $3.4M | 0.01% | 47,625 | Common | SOLE |
| 82982L103 | SITE | SITEONE LANDSCAPE SUPPLY INC | $3.2M | 0.01% | 24,140 | Common | SOLE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $3.1M | 0.01% | 26,794 | Common | SOLE |
| 29414B104 | EPAM | EPAM SYS INC | $3.1M | 0.01% | 13,454 | Common | SOLE |
| 21044C107 | ROAD | CONSTRUCTION PARTNERS INC | $2.8M | 0.01% | 32,009 | Common | SOLE |
| G3323L100 | FN | FABRINET | $2.8M | 0.01% | 12,605 | Common | SOLE |
| 45780R101 | IBP | INSTALLED BLDG PRODS INC | $2.8M | 0.01% | 15,752 | Common | SOLE |
| 077454106 | BDC | BELDEN INC | $2.7M | 0.01% | 24,182 | Common | SOLE |
| 74758T303 | QLYS | QUALYS INC | $2.6M | 0.01% | 18,701 | Common | SOLE |
| 464287655 | IWM | ISHARES TR | $2.2M | 0.01% | 10,007 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAP GROUP INC | $2.1M | 0.01% | 4,517 | Common | SOLE |
| 73278L105 | POOL | POOL CORP | $2.0M | 0.01% | 5,962 | Common | SOLE |
| 88162G103 | TTEK | TETRA TECH INC NEW | $1.7M | 0.00% | 43,162 | Common | SOLE |
| 89055F103 | BLD | TOPBUILD CORP | $1.6M | 0.00% | 5,220 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $1.6M | 0.00% | 29,021 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $1.5M | 0.00% | 5,174 | Common | SOLE |
| 09073M104 | TECH | BIO-TECHNE CORP | $1.5M | 0.00% | 20,760 | Common | SOLE |
| 50187T106 | LGIH | LGI HOMES INC | $1.4M | 0.00% | 16,100 | Common | SOLE |
| 681116109 | OLLI | OLLIES BARGAIN OUTLET HLDGS | $1.4M | 0.00% | 12,603 | Common | SOLE |
| 83066P309 | SKIL | SKILLSOFT CORP | $1.4M | 0.00% | 57,172 | Common | SOLE |
| 617700109 | MORN | MORNINGSTAR INC | $1.3M | 0.00% | 3,906 | Common | SOLE |
| 011642105 | ALRM | ALARM COM HLDGS INC | $1.3M | 0.00% | 21,461 | Common | SOLE |
| 35138V102 | FOXF | FOX FACTORY HLDG CORP | $1.2M | 0.00% | 41,273 | Common | SOLE |
| 099502106 | BAH | BOOZ ALLEN HAMILTON HLDG COR | $1.1M | 0.00% | 8,900 | Common | SOLE |
| 194693107 | CIGI | COLLIERS INTL GROUP INC | $1.1M | 0.00% | 8,226 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $1.1M | 0.00% | 11,026 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $1.0M | 0.00% | 13,607 | Common | SOLE |
| 08265T208 | BSY | BENTLEY SYS INC | $999,707 | 0.00% | 21,407 | Common | SOLE |
| 57060D108 | MKTX | MARKETAXESS HLDGS INC | $984,856 | 0.00% | 4,357 | Common | SOLE |
| 339750101 | FND | FLOOR & DECOR HLDGS INC | $977,060 | 0.00% | 9,800 | Common | SOLE |
| 103002101 | BWMN | BOWMAN CONSULTING GROUP LTD | $972,239 | 0.00% | 38,968 | Common | SOLE |
| 46435U853 | USHY | ISHARES TR | $967,577 | 0.00% | 26,300 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $939,062 | 0.00% | 4,504 | Common | SOLE |
| 001744101 | AMN | AMN HEALTHCARE SVCS INC | $912,357 | 0.00% | 38,142 | Common | SOLE |
| 48241A105 | KB | KB FINL GROUP INC | $826,700 | 0.00% | 14,529 | Common | SOLE |
| 29786A106 | ETSY | ETSY INC | $795,307 | 0.00% | 15,037 | Common | SOLE |
| 159864107 | CRL | CHARLES RIV LABS INTL INC | $784,181 | 0.00% | 4,248 | Common | SOLE |
| 464287572 | IOO | ISHARES TR | $675,974 | 0.00% | 6,708 | Common | SOLE |
| 131193104 | CALY | TOPGOLF CALLAWAY BRANDS CORP | $656,043 | 0.00% | 83,466 | Common | SOLE |
| 74624M102 | P | PURE STORAGE INC | $653,799 | 0.00% | 10,643 | Common | SOLE |
| P31076105 | CPA | COPA HOLDINGS SA | $640,909 | 0.00% | 7,293 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $635,102 | 0.00% | 7,441 | Common | SOLE |
| Y4600W108 | KARO | KAROOOOO LTD | $599,276 | 0.00% | 13,273 | Common | SOLE |
| 46436E718 | SGOV | ISHARES TR | $558,682 | 0.00% | 5,569 | Common | SOLE |
| 64110W102 | NTES | NETEASE INC | $420,982 | 0.00% | 4,719 | Common | SOLE |
| 48581R205 | KSPI | KASPI KZ JSC | $294,075 | 0.00% | 3,105 | Common | SOLE |
| M2197Q107 | CLBT | CELLEBRITE DI LTD | $222,393 | 0.00% | 10,095 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $214,880 | 0.00% | 1,238 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.