Portfolio holdings of Polen Capital Management. Polen Capital Management stock picks:. Stock Holdings page.
Polen Capital Management
Period: Q4 2024
Portfolio date: 31 Dec 2024
No. of stocks: 124
Portfolio value: $37,010,357,000
| History | Stock | % of Portfolio |
RecentActivity | Shares | ReportedPrice* | Value | Current Price |
+/-Reported Price |
52Week Low |
52Week High |
|
| ≡ | AMZN - Amazon.com Inc. | 11.59 | Reduce 24.08% | 19,546,612 | $219.39 | $4,288,331,000 | $192.72 | -12.16% | $151.61 | $242.52 | |
| ≡ | MSFT - Microsoft Corp. | 7.30 | Reduce 8.58% | 6,410,882 | $421.50 | $2,702,187,000 | $378.80 | -10.13% | $376.91 | $465.64 | |
| ≡ | GOOG - Alphabet Inc. CL C | 5.70 | Reduce 13.61% | 11,076,271 | $190.44 | $2,109,365,000 | $156.06 | -18.05% | $147.86 | $208.46 | |
| ≡ | V - Visa Inc. | 5.62 | Reduce 9.36% | 6,578,733 | $316.04 | $2,079,143,000 | $342.85 | 8.48% | $251.29 | $366.54 | |
| ≡ | MA - Mastercard Inc. | 4.97 | Reduce 8.89% | 3,492,466 | $526.57 | $1,839,028,000 | $540.61 | 2.67% | $427.66 | $582.23 | |
| ≡ | SHOP - Shopify Inc. | 4.91 | Reduce 9.96% | 17,079,480 | $106.33 | $1,816,061,000 | $96.68 | -9.08% | $48.56 | $129.38 | |
| ≡ | ORCL - Oracle Corp. | 4.83 | Add 22.31% | 10,723,731 | $166.64 | $1,787,003,000 | $140.87 | -15.46% | $111.94 | $197.82 | |
| ≡ | NOW - ServiceNow Inc. | 4.68 | Reduce 26.49% | 1,634,595 | $1060.12 | $1,732,867,000 | $797.76 | -24.75% | $637.99 | $1198.09 | |
| ≡ | AAPL - Apple Inc. | 4.17 | Reduce 8.41% | 6,169,513 | $250.42 | $1,544,969,000 | $217.90 | -12.99% | $163.30 | $259.81 | |
| ≡ | NFLX - Netflix Inc. | 4.16 | Reduce 9.43% | 1,727,862 | $891.32 | $1,540,078,000 | $933.85 | 4.77% | $542.01 | $1064.50 | |
| ≡ | ABT - Abbott Labs | 3.88 | Reduce 8.96% | 12,688,363 | $113.11 | $1,435,181,000 | $130.82 | 15.66% | $98.72 | $141.23 | |
| ≡ | ADBE - Adobe Inc. | 3.62 | Reduce 8.94% | 3,015,574 | $444.68 | $1,340,966,000 | $385.71 | -13.26% | $374.50 | $587.75 | |
| ≡ | TMO - Thermo Fisher Scientific | 3.46 | Reduce 12.31% | 2,461,195 | $520.23 | $1,280,388,000 | $500.16 | -3.86% | $492.52 | $626.49 | |
| ≡ | ACN - Accenture | 3.35 | Reduce 9.62% | 3,526,610 | $351.79 | $1,240,626,000 | $304.33 | -13.49% | $275.18 | $398.35 | |
| ≡ | MSCI - MSCI Inc. | 3.29 | Reduce 8.80% | 2,032,238 | $600.01 | $1,219,363,000 | $558.47 | -6.92% | $434.74 | $640.43 | |
| ≡ | ZTS - Zoetis Inc. | 3.29 | Add 17.54% | 7,483,194 | $162.93 | $1,219,237,000 | $163.11 | 0.11% | $143.68 | $199.25 | |
| ≡ | WDAY - Workday Inc. | 2.99 | Reduce 10.72% | 4,287,623 | $258.03 | $1,106,335,000 | $238.49 | -7.57% | $199.81 | $294.00 | |
| ≡ | ABNB - Airbnb Inc. | 2.92 | Reduce 10.52% | 8,216,914 | $131.41 | $1,079,785,000 | $120.69 | -8.16% | $110.38 | $166.74 | |
| ≡ | LLY - Eli Lilly & Co. | 2.70 | Add 164.39% | 1,295,389 | $772.00 | $1,000,040,000 | $822.51 | 6.54% | $710.18 | $969.25 | |
| ≡ | PAYC - Paycom Software Inc. | 1.76 | Reduce 9.66% | 3,171,660 | $204.97 | $650,095,000 | $218.75 | 6.72% | $138.71 | $242.31 | |
| ≡ | UNH - United Health Group Inc. | 1.54 | Reduce 43.62% | 1,125,593 | $505.86 | $569,392,000 | $516.04 | 2.01% | $429.51 | $625.65 | |
| ≡ | NVO - Novo Nordisk A S | 1.49 | Reduce 6.55% | 6,405,748 | $86.02 | $551,022,000 | $69.30 | -19.44% | $69.18 | $147.60 | |
| ≡ | CSGP - CoStar Group Inc. | 1.26 | Buy | 6,497,188 | $71.59 | $465,134,000 | $79.31 | 10.78% | $68.26 | $96.98 | |
| ≡ | IT - Gartner Inc. | 1.18 | Reduce 38.57% | 902,690 | $484.47 | $437,326,000 | $418.25 | -13.67% | $409.50 | $584.01 | |
| ≡ | AON - Aon Plc | 0.70 | Reduce 7.95% | 719,322 | $359.16 | $258,352,000 | $394.55 | 9.85% | $265.89 | $412.97 | |
| ≡ | SAP - SAP SE | 0.67 | Reduce 6.06% | 999,944 | $246.21 | $246,196,000 | $268.00 | 8.85% | $172.91 | $293.70 | |
| ≡ | GOOGL - Alphabet Inc. | 0.63 | Reduce 3.46% | 1,230,197 | $189.30 | $232,876,000 | $154.33 | -18.47% | $146.88 | $206.81 | |
| ≡ | IWF - iShares Russell 1000 Growth ETF | 0.55 | Add 210.48% | 503,619 | $401.58 | $202,243,000 | $360.54 | -10.22% | $313.75 | $418.65 | |
| ≡ | ICLR - ICON plc | 0.40 | Reduce 32.48% | 711,510 | $209.71 | $149,211,000 | $179.07 | -14.61% | $174.93 | $347.72 | |
| ≡ | GLOB - Globant S.A. | 0.37 | Add 0.24% | 634,524 | $214.42 | $136,055,000 | $118.48 | -44.74% | $117.61 | $238.32 | |
| ≡ | MDT - Medtronic plc | 0.17 | Reduce 23.51% | 782,478 | $79.88 | $62,504,000 | $87.63 | 9.70% | $74.13 | $95.49 | |
| ≡ | MELI - Mercadolibre Inc. | 0.17 | Reduce 6.20% | 36,595 | $1700.45 | $62,228,000 | $2048.07 | 20.44% | $1324.99 | $2374.54 | |
| ≡ | ADP - Automatic Data Processing Inc. | 0.14 | Reduce 9.29% | 179,749 | $292.73 | $52,618,000 | $300.83 | 2.77% | $227.71 | $321.13 | |
| ≡ | HDB - HDFC Bank Ltd. | 0.13 | Reduce 7.68% | 774,580 | $63.86 | $49,465,000 | $66.13 | 3.55% | $54.36 | $68.50 | |
| ≡ | ASML - ASML Holding NV | 0.12 | Reduce 7.64% | 62,141 | $693.09 | $43,069,000 | $674.58 | -2.67% | $644.07 | $1103.11 | |
| ≡ | WTW - Willis Towers Watson plc | 0.11 | Buy | 128,586 | $313.24 | $40,278,000 | $337.16 | 7.64% | $242.81 | $344.14 | |
| ≡ | ACWI - iShares MSCI ACWI ETF | 0.10 | Add 248.76% | 317,801 | $117.50 | $37,342,000 | $116.24 | -1.07% | $102.52 | $124.15 | |
| ≡ | SPOT - Spotify Technology S.A. | 0.07 | Buy | 60,861 | $447.38 | $27,228,000 | $561.16 | 25.43% | $260.80 | $652.63 | |
| ≡ | NU - Nu Holdings Ltd | 0.06 | Buy | 2,243,471 | $10.36 | $23,242,000 | $10.35 | -0.10% | $9.67 | $16.15 | |
| ≡ | ACWX - iShares MSCI ACWI EX U.S. ETF | 0.05 | Add 863.20% | 380,271 | $52.16 | $19,835,000 | $55.82 | 7.02% | $49.14 | $57.62 | |
| ≡ | EXLS - ExlService Holdings Inc. | 0.04 | Reduce 1.95% | 319,490 | $44.38 | $14,179,000 | $46.80 | 5.45% | $28.16 | $52.43 | |
| ≡ | ONON - On Holding AG | 0.04 | Reduce 5.80% | 278,383 | $54.77 | $15,247,000 | $44.15 | -19.39% | $29.84 | $64.05 | |
| ≡ | UL - Unilever PLC | 0.04 | Reduce 5.31% | 244,122 | $56.70 | $13,842,000 | $59.18 | 4.37% | $44.97 | $64.80 | |
| ≡ | VUG - Vanguard Growth ETF | 0.04 | Add 182.66% | 39,046 | $410.44 | $16,026,000 | $370.43 | -9.75% | $319.70 | $428.55 | |
| ≡ | MNDY - monday.com Ltd. | 0.03 | Buy | 53,186 | $235.44 | $12,522,000 | $247.01 | 4.91% | $174.75 | $342.64 | |
| ≡ | RVLV - Revolve Group Inc. | 0.03 | Reduce 24.40% | 304,529 | $33.49 | $10,199,000 | $22.27 | -33.50% | $14.87 | $39.58 | |
| ≡ | TME - Tencent Music Entertainment Grp | 0.03 | Reduce 31.19% | 1,059,587 | $11.35 | $12,026,000 | $14.38 | 26.70% | $9.41 | $15.63 | |
| ≡ | CCCS - CCC Intelligent Solutions Hldgs Inc. | 0.02 | Reduce 4.26% | 762,304 | $11.73 | $8,942,000 | $8.92 | -23.96% | $8.83 | $12.88 | |
| ≡ | CNM - Core & Main Inc Class A | 0.02 | Reduce 7.92% | 135,737 | $50.91 | $6,910,000 | $48.50 | -4.73% | $37.22 | $62.15 | |
| ≡ | CRM - Salesforce.com | 0.02 | Reduce 45.16% | 19,582 | $334.34 | $6,547,000 | $269.97 | -19.25% | $211.10 | $368.58 | |
| ≡ | DLO - DLocal Ltd | 0.02 | Reduce 36.46% | 627,360 | $11.26 | $7,064,000 | $8.33 | -26.02% | $6.57 | $16.79 | |
| ≡ | ELF - e.l.f. Beauty, Inc. | 0.02 | Reduce 4.14% | 61,473 | $125.55 | $7,718,000 | $64.83 | -48.36% | $60.35 | $219.77 | |
| ≡ | FSV - Firstservice Corp | 0.02 | Add 16.47% | 32,771 | $181.01 | $5,932,000 | $166.05 | -8.26% | $140.64 | $197.57 | |
| ≡ | GNRC - Generac Holdings Inc. | 0.02 | Reduce 23.29% | 44,416 | $155.06 | $6,887,000 | $127.09 | -18.04% | $125.00 | $195.94 | |
| ≡ | GSHD - Goosehead Insurance Inc. | 0.02 | Reduce 20.36% | 84,310 | $107.22 | $9,040,000 | $118.40 | 10.43% | $47.77 | $127.99 | |
| ≡ | HLI - Houlihan Lokey Inc. | 0.02 | Reduce 47.30% | 35,999 | $173.67 | $6,252,000 | $158.10 | -8.97% | $120.42 | $190.89 | |
| ≡ | HLNE - Hamilton Lane Inc. CL A | 0.02 | Reduce 0.33% | 55,644 | $148.05 | $8,238,000 | $147.08 | -0.66% | $106.86 | $202.41 | |
| ≡ | LVS - Las Vegas Sands Corp. | 0.02 | Reduce 23.76% | 154,724 | $51.36 | $7,947,000 | $38.18 | -25.66% | $36.07 | $56.28 | |
| ≡ | NSIT - Insight Enterprises Inc. | 0.02 | Add 93.99% | 41,431 | $152.11 | $6,302,000 | $152.62 | 0.34% | $146.56 | $228.07 | |
| ≡ | PCTY - Paylocity Holding Corp. | 0.02 | Add 22.96% | 28,689 | $199.48 | $5,723,000 | $186.33 | -6.59% | $129.94 | $223.80 | |
| ≡ | PDD - Pinduoduo Inc. | 0.02 | Reduce 28.66% | 67,092 | $96.99 | $6,507,000 | $120.45 | 24.19% | $88.01 | $164.69 | |
| ≡ | RGEN - Repligen Corp. | 0.02 | Add 14.62% | 40,556 | $143.95 | $5,838,000 | $133.41 | -7.32% | $113.50 | $184.98 | |
| ≡ | SPY - SPDR S&P 500 ETF Trust | 0.02 | Add 412.02% | 9,539 | $586.02 | $5,590,000 | $555.66 | -5.18% | $487.65 | $611.39 | |
| ≡ | WRBY - Warby Parker Inc. | 0.02 | Reduce 22.82% | 319,822 | $24.21 | $7,743,000 | $18.67 | -22.88% | $11.66 | $28.68 | |
| ≡ | AAON - AAON Inc. | 0.01 | Reduce 4.16% | 31,557 | $117.69 | $3,714,000 | $78.08 | -33.66% | $69.44 | $143.81 | |
| ≡ | AIT - Applied Industrial Tech. | 0.01 | Add 14.51% | 18,556 | $239.49 | $4,444,000 | $225.53 | -5.83% | $176.46 | $282.49 | |
| ≡ | BDC - Belden Inc. | 0.01 | Buy | 24,182 | $112.60 | $2,723,000 | $100.89 | -10.40% | $80.74 | $131.70 | |
| ≡ | BL - BlackLine Inc. | 0.01 | Reduce 9.39% | 62,791 | $60.76 | $3,815,000 | $48.81 | -19.67% | $43.37 | $69.09 | |
| ≡ | BROS - Dutch Bros Inc Class A | 0.01 | Add 137.39% | 105,023 | $52.38 | $5,501,000 | $62.52 | 19.36% | $26.85 | $86.88 | |
| ≡ | CATH - Global X S&P 500 Catholic Values ETF | 0.01 | Reduce 13.01% | 47,625 | $70.85 | $3,374,000 | $66.98 | -5.46% | $59.27 | $74.20 | |
| ≡ | CWAN - Clearwater Analytics Hds A | 0.01 | Reduce 58.69% | 140,029 | $27.52 | $3,854,000 | $26.53 | -3.60% | $15.62 | $35.71 | |
| ≡ | EPAM - EPAM Systems Inc. | 0.01 | Reduce 35.07% | 13,454 | $233.83 | $3,146,000 | $168.93 | -27.76% | $167.00 | $277.04 | |
| ≡ | FN - Fabrinet | 0.01 | Buy | 12,605 | $219.91 | $2,772,000 | $196.14 | -10.81% | $159.69 | $281.79 | |
| ≡ | IBP - Installed Building Products | 0.01 | Reduce 12.31% | 15,752 | $175.22 | $2,760,000 | $170.63 | -2.62% | $157.81 | $276.66 | |
| ≡ | IWM - iShares Russell 2000 ETF | 0.01 | Reduce 25.21% | 10,007 | $220.95 | $2,211,000 | $200.45 | -9.28% | $189.17 | $243.71 | |
| ≡ | KNSL - Kinsale Capital Group Inc. | 0.01 | Add 8.04% | 4,517 | $465.13 | $2,101,000 | $482.14 | 3.66% | $354.63 | $531.57 | |
| ≡ | MEDP - Medpace Holdings Inc. | 0.01 | Add 8.41% | 16,223 | $332.24 | $5,390,000 | $312.36 | -5.98% | $302.01 | $459.77 | |
| ≡ | PGNY - Progyny Inc. | 0.01 | Reduce 28.01% | 260,708 | $17.25 | $4,497,000 | $21.90 | 26.96% | $13.39 | $37.92 | |
| ≡ | POOL - Pool Corp. | 0.01 | Add 62.36% | 5,962 | $340.99 | $2,033,000 | $314.92 | -7.65% | $290.48 | $398.18 | |
| ≡ | QLYS - Qualys Inc. | 0.01 | Reduce 8.79% | 18,701 | $140.21 | $2,622,000 | $127.18 | -9.29% | $119.17 | $174.20 | |
| ≡ | RMBS - Rambus Inc. | 0.01 | Add 76.77% | 99,259 | $52.86 | $5,247,000 | $53.70 | 1.59% | $37.43 | $69.15 | |
| ≡ | ROAD - Construction Partners Inc. CL A | 0.01 | Reduce 8.79% | 32,009 | $88.44 | $2,831,000 | $71.33 | -19.35% | $49.16 | $103.69 | |
| ≡ | SITE - SiteOne Landscape Supply Inc. | 0.01 | Add 48.16% | 24,140 | $131.77 | $3,181,000 | $121.90 | -7.49% | $114.60 | $181.81 | |
| ≡ | TREX - Trex Company Inc. | 0.01 | Add 984.37% | 56,268 | $69.03 | $3,884,000 | $57.31 | -16.98% | $52.75 | $99.86 | |
| ≡ | VT - Vanguard Tot World Stk ETF | 0.01 | Add 566.85% | 26,794 | $117.49 | $3,148,000 | $115.82 | -1.42% | $102.63 | $123.58 | |
| ≡ | WSC - WillScot Mobile Mini Hldgs Corp. | 0.01 | Buy | 125,024 | $33.45 | $4,182,000 | $28.15 | -15.84% | $27.58 | $45.44 | |
| ≡ | YETI - YETI Holdings Inc. | 0.01 | Reduce 13.40% | 98,057 | $38.51 | $3,776,000 | $33.09 | -14.07% | $31.48 | $45.25 | |
| ≡ | YUMC - Yum China Holdings Inc. | 0.01 | Reduce 59.21% | 85,998 | $48.18 | $4,143,000 | $51.87 | 7.66% | $28.13 | $53.99 | |
| ≡ | ADSK - Autodesk Inc. | 0.00 | Reduce 28.53% | 5,174 | $295.52 | $1,529,000 | $261.63 | -11.47% | $195.32 | $326.62 | |
| ≡ | ALGN - Align Technology Inc. | 0.00 | Reduce 55.91% | 4,504 | $208.48 | $939,000 | $159.21 | -23.63% | $157.57 | $331.64 | |
| ≡ | ALRM - Alarm.Com Holdings | 0.00 | Reduce 81.86% | 21,461 | $60.81 | $1,305,000 | $55.81 | -8.22% | $51.87 | $72.37 | |
| ≡ | AMN - AMN Healthcare Services | 0.00 | Reduce 14.88% | 38,142 | $23.91 | $912,000 | $23.57 | -1.42% | $22.47 | $70.07 | |
| ≡ | BAH - Booz Allen Hamilton Hldg Corp. | 0.00 | Add 88.48% | 8,900 | $128.65 | $1,145,000 | $105.28 | -18.17% | $101.05 | $189.07 | |
| ≡ | BLD - TopBuild Corp. | 0.00 | Add 28.10% | 5,220 | $311.30 | $1,625,000 | $305.63 | -1.82% | $288.31 | $495.68 | |
| ≡ | BSY - Bentley Systems Inc Class B | 0.00 | Buy | 21,407 | $46.71 | $1,000,000 | $39.70 | -15.01% | $39.58 | $56.89 | |
| ≡ | BWMN - Bowman Consulting Group Ltd | 0.00 | Reduce 5.39% | 38,968 | $24.94 | $972,000 | $22.68 | -9.06% | $17.90 | $36.65 | |
| ≡ | CIGI - Colliers International Group Inc. | 0.00 | Buy | 8,226 | $135.91 | $1,118,000 | $120.19 | -11.57% | $100.76 | $156.78 | |
| ≡ | CLBT - Cellebrite Di Ltd | 0.00 | Buy | 10,095 | $21.99 | $222,000 | $19.46 | -11.51% | $10.25 | $26.30 | |
| ≡ | CPA - Copa Holdings SA | 0.00 | Reduce 24.25% | 7,293 | $87.89 | $641,000 | $94.16 | 7.13% | $75.90 | $106.38 | |
| ≡ | CRL - Charles River Labs | 0.00 | Reduce 22.82% | 4,248 | $184.56 | $784,000 | $155.55 | -15.72% | $150.79 | $273.32 | |
| ≡ | DT - Dynatrace Inc. | 0.00 | Reduce 25.19% | 29,021 | $54.34 | $1,577,000 | $48.42 | -10.89% | $39.42 | $63.00 | |
| ≡ | ENTG - Entegris Inc. | 0.00 | Buy | 11,026 | $99.04 | $1,092,000 | $88.74 | -10.40% | $87.72 | $147.16 | |
| ≡ | ETSY - Etsy Inc. | 0.00 | Reduce 39.21% | 15,037 | $52.87 | $795,000 | $46.69 | -11.69% | $43.43 | $71.72 | |
| ≡ | FERG - Ferguson Enterprises Inc. | 0.00 | Buy | 1,238 | $173.67 | $215,000 | $160.51 | -7.58% | $151.75 | $221.03 | |
| ≡ | FND - Floor & Decor Holdings | 0.00 | Add 34.87% | 9,800 | $99.69 | $977,000 | $80.40 | -19.35% | $80.25 | $129.79 | |
| ≡ | FOXF - Fox Factory Holding Corp. | 0.00 | Reduce 39.94% | 41,273 | $30.26 | $1,249,000 | $24.26 | -19.83% | $23.80 | $54.86 | |
| ≡ | IOO - Ishares Global 100 ETF | 0.00 | Buy | 6,708 | $100.78 | $676,000 | $96.20 | -4.54% | $84.10 | $105.27 | |
| ≡ | KARO - Karooooo Ltd | 0.00 | Add 24.82% | 13,273 | $45.13 | $599,000 | $42.66 | -5.47% | $22.66 | $50.54 | |
| ≡ | KB - Kb Financial Group Inc ADR | 0.00 | Reduce 81.44% | 14,529 | $56.92 | $827,000 | $53.36 | -6.25% | $45.59 | $72.89 | |
| ≡ | KSPI - Jsc Kaspi.kz ADR | 0.00 | Reduce 62.91% | 3,105 | $94.69 | $294,000 | $94.04 | -0.69% | $86.24 | $139.45 | |
| ≡ | LGIH - LGI Homes Inc. | 0.00 | Reduce 17.14% | 16,100 | $89.38 | $1,439,000 | $65.73 | -26.46% | $65.31 | $125.83 | |
| ≡ | MKTX - MarketAxess Holdings Inc. | 0.00 | Reduce 49.74% | 4,357 | $226.07 | $985,000 | $216.75 | -4.12% | $186.84 | $294.70 | |
| ≡ | MODG - Callaway Golf Co. | 0.00 | Reduce 13.03% | 83,466 | $7.86 | $656,000 | $6.53 | -16.92% | $5.59 | $16.89 | |
| ≡ | MORN - Morningstar Inc. | 0.00 | Reduce 36.96% | 3,906 | $336.66 | $1,315,000 | $296.11 | -12.04% | $278.64 | $364.50 | |
| ≡ | NKE - NIKE Inc. | 0.00 | Reduce 10.70% | 13,607 | $75.70 | $1,030,000 | $63.29 | -16.39% | $63.14 | $96.62 | |
| ≡ | NTES - NetEase.com Inc. | 0.00 | Reduce 10.42% | 4,719 | $89.21 | $421,000 | $100.72 | 12.90% | $74.58 | $108.85 | |
| ≡ | OLLI - Ollie's Bargain Outlet Hldgs | 0.00 | Reduce 0.04% | 12,603 | $109.74 | $1,383,000 | $113.24 | 3.19% | $68.05 | $120.03 | |
| ≡ | PSTG - Pure Storage Inc. | 0.00 | Buy | 10,643 | $61.45 | $654,000 | $46.00 | -25.14% | $44.76 | $73.67 | |
| ≡ | PYPL - PayPal Holdings Inc. | 0.00 | Reduce 15.57% | 7,441 | $85.34 | $635,000 | $65.15 | -23.66% | $56.97 | $93.66 | |
| ≡ | SGOV - Ishares 0 3 Month Treasury B | 0.00 | Reduce 69.94% | 5,569 | $100.38 | $559,000 | $100.67 | 0.29% | $95.92 | $100.67 | |
| ≡ | SKIL - Skillsoft Corp | 0.00 | Reduce 4.88% | 57,172 | $23.96 | $1,370,000 | $19.66 | -17.95% | $5.09 | $34.43 | |
| ≡ | TECH - Bio-Techne Corp. | 0.00 | Reduce 24.35% | 20,760 | $72.01 | $1,495,000 | $58.73 | -18.44% | $56.60 | $85.29 | |
| ≡ | TTEK - Tetra Tech | 0.00 | Add 86.65% | 43,162 | $39.85 | $1,720,000 | $29.15 | -26.85% | $28.17 | $51.04 | |
| ≡ | USHY - Ishares Broad Usd High Yield | 0.00 | 26,300 | $36.81 | $968,000 | $36.77 | -0.11% | $33.40 | $37.25 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
Sector % analysis
| Technology | 26.21 | |
| Information Technology | 17.15 | |
| Health Care | 16.99 | |
| Consumer Discretionary | 15.76 | |
| Services | 14.14 | |
| Financials | 5.62 | |
| Communication Services | 2.95 | |
| NA | 0.74 | |
| Consumer Cyclical | 0.09 | |
| Consumer Goods | 0.09 | |
| Industrials | 0.08 | |
| 0.05 | ||
| Industrial Goods | 0.04 | |
| Real Estate | 0.02 |
Articles & Commentaries
31 Jan 2025 Polen Capital Focus Growth Q4 2024 Commentary
30 Oct 2024 Polen Focus Growth Q3 2024 commentary
28 Oct 2024 Polen Capital Global Growth Q3 2024 Commentary
04 Oct 2024 Polen Capital Management: Think twice about passively going along for the ride in a concentrated market
29 Jul 2024 Polen Focus Growth Q2 2024 commentary
25 Jul 2024 Polen Global Growth Q2 2024 Commentary
11 Jul 2024 Polen Capital Management: Global Equity Investing - Opportunities and Outlook for H2 2024
26 Apr 2024 Polen Capital Focus Growth Q1 2024 Webinar
26 Apr 2024 Polen Capital Global Growth Q1 2024 Commentary
24 Apr 2024 Polen Capital Focus Growth Q1 2024 Commentary
30 Oct 2023 Polen Focus Growth Q3 2023 commentary
26 Jul 2023 Polen International Growth Q2 2023 Commentary