Polen Capital Management LLC
CIK Number: 0001034524
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc... | 222.99 | +1.40% | 19.55M | -24.08% | 4.29B | 138.45 | 11.59% |
| 2 | MSFT | Microsoft Corpo... | 498.62 | +1.53% | 6.41M | -8.58% | 2.7B | 190.97 | 7.30% |
| 3 | GOOG | Alphabet Inc. | 180.37 | +0.34% | 11.08M | -13.61% | 2.11B | 52.97 | 5.70% |
| 4 | V | Visa Inc. | 358.86 | +1.31% | 6.58M | -9.36% | 2.08B | 151.18 | 5.62% |
| 5 | MA | Mastercard Inco... | 569.24 | +1.37% | 3.49M | -8.89% | 1.84B | 248.35 | 4.97% |
| 6 | SHOP | Shopify Inc. | 116.51 | +1.52% | 17.08M | -9.96% | 1.82B | 68.37 | 4.91% |
| 7 | ORCL | Oracle Corporat... | 237.08 | +3.09% | 10.72M | +22.31% | 1.79B | 169.71 | 4.83% |
| 8 | NOW | ServiceNow, Inc... | 1044.69 | +3.46% | 1.63M | -26.49% | 1.73B | 345.51 | 4.68% |
| 9 | AAPL | Apple Inc. | 213.34 | +0.42% | 6.17M | -8.41% | 1.54B | 233 | 4.17% |
| 10 | NFLX | Netflix, Inc. | 1293.50 | +0.67% | 1.73M | -9.43% | 1.54B | 380.07 | 4.16% |
| 11 | ABT | Abbott Laborato... | 134.44 | +0.25% | 12.69M | -8.96% | 1.44B | 93.42 | 3.88% |
| 12 | ADBE | Adobe Inc. | 379.31 | +0.22% | 3.02M | -8.94% | 1.34B | 305.26 | 3.62% |
| 13 | TMO | Thermo Fisher S... | 429.33 | +0.37% | 2.46M | -12.31% | 1.28B | 561.3 | 3.46% |
| 14 | ACN | Accenture plc | 304.78 | +0.82% | 3.53M | -9.62% | 1.24B | 140.81 | 3.35% |
| 15 | MSCI | MSCI Inc. | 587.74 | +0.84% | 2.03M | -8.8% | 1.22B | 508.26 | 3.29% |
| 16 | ZTS | Zoetis Inc. | 159.18 | +0.06% | 7.48M | +17.54% | 1.22B | 125.95 | 3.29% |
| 17 | WDAY | Workday, Inc. | 241.76 | +1.69% | 4.29M | -10.72% | 1.11B | 231.03 | 2.99% |
| 18 | ABNB | Airbnb, Inc. | 135.00 | -0.29% | 8.22M | -10.52% | 1.08B | 168.3 | 2.92% |
| 19 | LLY | Eli Lilly and C... | 780.10 | +0.11% | 1.3M | +164.39% | 1B | 683.17 | 2.70% |
| 20 | PAYC | Paycom Software... | 233.07 | +2.17% | 3.17M | -9.66% | 650.1M | 176.07 | 1.76% |
| 21 | UNH | UnitedHealth Gr... | 308.89 | +0.43% | 1.13M | -43.62% | 569.39M | 322.52 | 1.54% |
| 22 | NVO | Novo Nordisk A/... | 69.17 | -0.93% | 6.41M | -6.55% | 551.02M | 91.02 | 1.49% |
| 23 | CSGP | CoStar Group, I... | 82.12 | +0.86% | 6.5M | +100.00% | 465.13M | 71.59 | 1.26% |
| 24 | IT | Gartner, Inc. | 400.28 | +1.22% | 902.69K | -38.57% | 437.33M | 107.59 | 1.18% |
| 25 | AON | Aon plc | 354.76 | +0.91% | 719.32K | -7.95% | 258.35M | 242.31 | 0.70% |
| 26 | SAP | Sap Se | 303.72 | +1.86% | 999.94K | -6.06% | 246.2M | 110.79 | 0.67% |
| 27 | GOOGL | Alphabet Inc. | 179.23 | +0.33% | 1.23M | -3.46% | 232.88M | 63.02 | 0.63% |
| 28 | IWF | iShares Russell... | 428.27 | +1.12% | 503.62K | +210.48% | 202.24M | 382.3 | 0.55% |
| 29 | ICLR | ICON Public Lim... | 150.10 | -0.48% | 711.51K | -32.48% | 149.21M | 213.4 | 0.40% |
| 30 | GLOB | Globant S.A. | 91.72 | +0.54% | 634.52K | +0.24% | 136.05M | 199.55 | 0.37% |
| 31 | MDT | Medtronic plc | 88.39 | +0.12% | 782.48K | -23.51% | 62.5M | 99.45 | 0.17% |
| 32 | MELI | MercadoLibre, I... | 2514.05 | +1.70% | 36.59K | -6.2% | 62.23M | 1533.87 | 0.17% |
| 33 | ADP | Automatic Data ... | 310.02 | +1.63% | 179.75K | -9.29% | 52.62M | 171.29 | 0.14% |
| 34 | HDB | HDFC Bank Limit... | 76.54 | +0.47% | 774.58K | -7.68% | 49.46M | 65.57 | 0.13% |
| 35 | ASML | ASML Holding N.... | 794.45 | -0.64% | 62.14K | -7.64% | 43.07M | 748.05 | 0.12% |
| 36 | WTW | Willis Towers W... | 306.64 | +0.72% | 128.59K | +100.00% | 40.28M | 313.24 | 0.11% |
| 37 | ACWI | iShares MSCI AC... | 129.79 | +0.57% | 317.8K | +248.76% | 37.34M | 115.58 | 0.10% |
| 38 | SPOT | Spotify Technol... | 723.61 | +1.99% | 60.86K | +100.00% | 27.23M | 447.38 | 0.07% |
| 39 | NU | Nu Holdings Ltd... | 13.60 | +0.82% | 2.24M | +100.00% | 23.24M | 10.36 | 0.06% |
| 40 | ACWX | iShares MSCI AC... | 61.25 | +0.26% | 380.27K | +863.20% | 19.83M | 52.04 | 0.05% |
| 41 | VUG | Vanguard Growth... | 441.98 | +1.08% | 39.05K | +182.66% | 16.03M | 401.06 | 0.04% |
| 42 | ONON | On Holding AG | 54.31 | +1.14% | 278.38K | -5.8% | 15.25M | 50.15 | 0.04% |
| 43 | EXLS | ExlService Hold... | 45.27 | +1.39% | 319.49K | -1.95% | 14.18M | 30.45 | 0.04% |
| 44 | UL | Unilever PLC | 61.37 | -0.02% | 244.12K | -5.31% | 13.84M | 54.44 | 0.04% |
| 45 | MNDY | monday.com Ltd. | 307.40 | +2.51% | 53.19K | +100.00% | 12.52M | 235.44 | 0.03% |
| 46 | TME | Tencent Music E... | 19.43 | +1.36% | 1.06M | -31.19% | 12.03M | 8.31 | 0.03% |
| 47 | RVLV | Revolve Group, ... | 21.27 | -1.3% | 304.53K | -24.4% | 10.2M | 25.23 | 0.03% |
| 48 | GSHD | Goosehead Insur... | 104.50 | +1.83% | 84.31K | -20.36% | 9.04M | 84.15 | 0.02% |
| 49 | CCCS | CCC Intelligent... | 9.75 | +1.46% | 762.3K | -4.26% | 8.94M | 9.98 | 0.02% |
| 50 | HLNE | Hamilton Lane I... | 147.02 | +1.29% | 55.64K | -0.33% | 8.24M | 73.43 | 0.02% |
| 51 | LVS | Las Vegas Sands... | 48.22 | +0.77% | 154.72K | -23.76% | 7.95M | 56.99 | 0.02% |
| 52 | WRBY | Warby Parker In... | 22.24 | +1.28% | 319.82K | -22.82% | 7.74M | 31.97 | 0.02% |
| 53 | ELF | e.l.f. Beauty, ... | 130.98 | +1.16% | 61.47K | -4.14% | 7.72M | 109.03 | 0.02% |
| 54 | DLO | DLocal Limited | 11.45 | +2.60% | 627.36K | -36.46% | 7.06M | 14.72 | 0.02% |
| 55 | CNM | Core & Main, In... | 62.33 | +0.79% | 135.74K | -7.92% | 6.91M | 40.41 | 0.02% |
| 56 | GNRC | Generac Holding... | 152.37 | +1.16% | 44.42K | -23.29% | 6.89M | 128.55 | 0.02% |
| 57 | CRM | Salesforce, Inc... | 272.15 | +1.09% | 19.58K | -45.16% | 6.55M | 175.23 | 0.02% |
| 58 | PDD | PDD Holdings In... | 103.59 | -0.37% | 67.09K | -28.66% | 6.51M | 133.74 | 0.02% |
| 59 | NSIT | Insight Enterpr... | 143.97 | +0.85% | 41.43K | +93.99% | 6.3M | 184.72 | 0.02% |
| 60 | HLI | Houlihan Lokey,... | 185.51 | +1.11% | 36K | -47.3% | 6.25M | 72.49 | 0.02% |
| 61 | FSV | FirstService Co... | 178.77 | +1.49% | 32.77K | +16.47% | 5.93M | 141.01 | 0.02% |
| 62 | RGEN | Repligen Corpor... | 127.47 | +0.40% | 40.56K | +14.62% | 5.84M | 139.04 | 0.02% |
| 63 | PCTY | Paylocity Holdi... | 184.62 | +2.54% | 28.69K | +22.96% | 5.72M | 171.41 | 0.02% |
| 64 | SPY | SPDR S&P 500 ET... | 625.05 | +0.74% | 9.54K | +412.02% | 5.59M | 583.67 | 0.02% |
| 65 | BROS | Dutch Bros Inc. | 67.22 | +1.77% | 105.02K | +137.39% | 5.5M | 43.81 | 0.01% |
| 66 | MEDP | Medpace Holding... | 321.50 | -1.39% | 16.22K | +8.41% | 5.39M | 311 | 0.01% |
| 67 | RMBS | Rambus Inc. | 65.35 | +0.54% | 99.26K | +76.77% | 5.25M | 46.84 | 0.01% |
| 68 | PGNY | Progyny, Inc. | 21.46 | +1.04% | 260.71K | -28.01% | 4.5M | 42.84 | 0.01% |
| 69 | AIT | Applied Industr... | 245.74 | +0.22% | 18.56K | +14.51% | 4.44M | 211.74 | 0.01% |
| 70 | WSC | WillScot Holdin... | 28.90 | -0.05% | 125.02K | +100.00% | 4.18M | 33.45 | 0.01% |
| 71 | YUMC | Yum China Holdi... | 45.76 | -0.41% | 86K | -59.21% | 4.14M | 51.52 | 0.01% |
| 72 | TREX | Trex Company, I... | 58.94 | -0.59% | 56.27K | +984.37% | 3.88M | 68.26 | 0.01% |
| 73 | CWAN | Clearwater Anal... | 22.14 | +1.70% | 140.03K | -58.69% | 3.85M | 18.36 | 0.01% |
| 74 | BL | BlackLine, Inc. | 57.81 | +1.49% | 62.79K | -9.39% | 3.82M | 97.9 | 0.01% |
| 75 | YETI | YETI Holdings, ... | 32.75 | -1.62% | 98.06K | -13.4% | 3.78M | 56.73 | 0.01% |
| 76 | AAON | AAON, Inc. | 75.11 | -0.21% | 31.56K | -4.16% | 3.71M | 83.58 | < 0.01% |
| 77 | CATH | Global X S&P 50... | 76.29 | +0.94% | 47.63K | -13.01% | 3.37M | 63.71 | < 0.01% |
| 78 | SITE | SiteOne Landsca... | 129.74 | +0.58% | 24.14K | +48.16% | 3.18M | 122.12 | < 0.01% |
| 79 | VT | Vanguard Total ... | 129.79 | +0.53% | 26.79K | +566.85% | 3.15M | 117.81 | < 0.01% |
| 80 | EPAM | EPAM Systems, I... | 182.83 | +1.83% | 13.45K | -35.07% | 3.15M | 281.41 | < 0.01% |
| 81 | ROAD | Construction Pa... | 108.38 | +2.13% | 32.01K | -8.79% | 2.83M | 58.02 | < 0.01% |
| 82 | FN | Fabrinet | 294.66 | +2.02% | 12.61K | +100.00% | 2.77M | 219.88 | < 0.01% |
| 83 | IBP | Installed Build... | 194.58 | -0.47% | 15.75K | -12.31% | 2.76M | 213.35 | < 0.01% |
| 84 | BDC | Belden Inc. | 121.77 | +1.13% | 24.18K | +100.00% | 2.72M | 112.61 | < 0.01% |
| 85 | QLYS | Qualys, Inc. | 150.07 | +4.23% | 18.7K | -8.79% | 2.62M | 119.19 | < 0.01% |
| 86 | IWM | iShares Russell... | 223.03 | +0.91% | 10.01K | -25.21% | 2.21M | 208.01 | < 0.01% |
| 87 | KNSL | Kinsale Capital... | 476.16 | +0.64% | 4.52K | +8.04% | 2.1M | 427.68 | < 0.01% |
| 88 | POOL | Pool Corporatio... | 302.02 | -0.21% | 5.96K | +62.36% | 2.03M | 372.95 | < 0.01% |
| 89 | TTEK | Tetra Tech, Inc... | 36.00 | -1.64% | 43.16K | +86.65% | 1.72M | 40.85 | < 0.01% |
| 90 | BLD | TopBuild Corp. | 347.63 | +0.71% | 5.22K | +28.10% | 1.63M | 385.87 | < 0.01% |
| 91 | DT | Dynatrace, Inc. | 56.54 | +3.42% | 29.02K | -25.19% | 1.58M | 41.91 | < 0.01% |
| 92 | ADSK | Autodesk, Inc. | 316.01 | +1.83% | 5.17K | -28.53% | 1.53M | 212.06 | < 0.01% |
| 93 | TECH | Bio-Techne Corp... | 53.14 | -0.08% | 20.76K | -24.35% | 1.5M | 74.1 | < 0.01% |
| 94 | LGIH | LGI Homes, Inc. | 54.43 | -3.85% | 16.1K | -17.14% | 1.44M | 133.16 | < 0.01% |
| 95 | OLLI | Ollie's Bargain... | 130.90 | +0.55% | 12.6K | -0.04% | 1.38M | 98.38 | < 0.01% |
| 96 | SKIL | Skillsoft Corp. | 16.40 | +0.55% | 57.17K | -4.88% | 1.37M | 17.58 | < 0.01% |
| 97 | MORN | Morningstar, In... | 311.29 | +0.25% | 3.91K | -36.96% | 1.32M | 218.98 | < 0.01% |
| 98 | ALRM | Alarm.com Holdi... | 57.69 | +1.09% | 21.46K | -81.86% | 1.3M | 71.81 | < 0.01% |
| 99 | FOXF | Fox Factory Hol... | 28.01 | -1.81% | 41.27K | -39.94% | 1.25M | 99.83 | < 0.01% |
| 100 | BAH | Booz Allen Hami... | 108.93 | +0.61% | 8.9K | +88.48% | 1.15M | 146.77 | < 0.01% |
| 101 | CIGI | Colliers Intern... | 133.25 | +2.10% | 8.23K | +100.00% | 1.12M | 135.97 | < 0.01% |
| 102 | ENTG | Entegris, Inc. | 86.64 | +0.21% | 11.03K | +100.00% | 1.09M | 99.06 | < 0.01% |
| 103 | NKE | NIKE, Inc. | 76.39 | 0.00% | 13.61K | -10.7% | 1.03M | 75.35 | < 0.01% |
| 104 | BSY | Bentley Systems... | 55.34 | +2.34% | 21.41K | +100.00% | 999.71K | 46.7 | < 0.01% |
| 105 | MKTX | MarketAxess Hol... | 216.73 | -1.11% | 4.36K | -49.74% | 984.86K | 258.1 | < 0.01% |
| 106 | FND | Floor & Decor H... | 82.07 | -0.81% | 9.8K | +34.87% | 977.06K | 86.56 | < 0.01% |
| 107 | BWMN | Bowman Consulti... | 29.74 | +3.08% | 38.97K | -5.39% | 972.24K | 35.52 | < 0.01% |
| 108 | USHY | iShares Broad U... | 37.37 | +0.09% | 26.3K | 0.00% | 967.58K | 37.65 | < 0.01% |
| 109 | ALGN | Align Technolog... | 196.82 | -0.08% | 4.5K | -55.91% | 939.06K | 235.97 | < 0.01% |
| 110 | AMN | AMN Healthcare ... | 21.92 | -0.41% | 38.14K | -14.88% | 912.36K | 72.79 | < 0.01% |
| 111 | KB | KB Financial Gr... | 85.70 | +1.90% | 14.53K | -81.44% | 826.7K | 50.72 | < 0.01% |
| 112 | ETSY | Etsy, Inc. | 54.83 | +3.53% | 15.04K | -39.22% | 795.31K | 88.93 | < 0.01% |
| 113 | CRL | Charles River L... | 157.12 | -0.23% | 4.25K | -22.82% | 784.18K | 219.08 | < 0.01% |
| 114 | IOO | iShares Global ... | 109.30 | +0.82% | 6.71K | +100.00% | 675.97K | 100.77 | < 0.01% |
| 115 | MODG | Topgolf Callawa... | 9.08 | -1.63% | 83.47K | -13.03% | 656.04K | 14.44 | < 0.01% |
| 116 | PSTG | Pure Storage, I... | 56.93 | +1.66% | 10.64K | +100.00% | 653.8K | 61.43 | < 0.01% |
| 117 | CPA | Copa Holdings, ... | 111.64 | +0.41% | 7.29K | -24.25% | 640.91K | 103.52 | < 0.01% |
| 118 | PYPL | PayPal Holdings... | 76.52 | +0.28% | 7.44K | -15.57% | 635.1K | 97.98 | < 0.01% |
| 119 | KARO | Karooooo Ltd. | 50.32 | +2.74% | 13.27K | +24.82% | 599.28K | 40.73 | < 0.01% |
| 120 | SGOV | iShares 0-3 Mon... | 100.42 | +0.05% | 5.57K | -69.94% | 558.68K | 100.48 | < 0.01% |
| 121 | NTES | NetEase, Inc. | 132.85 | -0.11% | 4.72K | -10.42% | 420.98K | 97.46 | < 0.01% |
| 122 | CLBT | Cellebrite DI L... | 15.35 | +0.99% | 10.1K | +100.00% | 222.39K | 22.03 | < 0.01% |
| 123 | FERG | Ferguson plc | 223.32 | +0.87% | 1.24K | +100.00% | 214.88K | 173.57 | < 0.01% |