Investor

POLEN CAPITAL MANAGEMENT LLC

Portfolio Total Value

$37,032,814,000.00

Number of Stocks

130

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
AMZN $4,288,331,000.0 11.59%
Reduced 24.08%
19,546,612 $219.39 $208.73
Reduced 4.86%
$151.61 $235.44
MSFT $2,702,186,000.0 7.3%
Reduced 8.58%
6,410,882 $421.5 $403.93
Reduced 4.17%
$385.58 $468.35
GOOG $2,109,365,000.0 5.7%
Reduced 13.61%
11,076,271 $190.44 $303.56
Added 59.4%
$131.55 $203.84
V $2,079,142,000.0 5.62%
Reduced 9.36%
6,578,733 $316.04 $320.51
Added 1.41%
$252.7 $325.74
MA $1,839,027,000.0 4.97%
Reduced 8.89%
3,492,466 $526.57 $524.32
Reduced 0.43%
$428.86 $537.7
SHOP $1,816,061,000.0 4.91%
Reduced 9.96%
17,079,480 $106.33 $121.87
Added 14.61%
$48.56 $120.72
ORCL $1,787,002,000.0 4.83%
Added 22.31%
10,723,731 $166.64 $149.25
Reduced 10.44%
$106.51 $198.31
NOW $1,732,867,000.0 4.68%
Reduced 26.49%
1,634,595 $1,060.12 $113.19
Reduced 89.32%
$637.99 $1,157.9
AAPL $1,544,969,000.0 4.17%
Reduced 8.41%
6,169,513 $250.42 $263.75
Added 5.32%
$164.08 $260.1
NFLX $1,540,078,000.0 4.16%
Reduced 9.43%
1,727,862 $891.32 $97.7
Reduced 89.04%
$537.07 $941.75
ABT $1,435,180,000.0 3.88%
Reduced 8.96%
12,688,363 $113.11 $113.61
Added 0.44%
$99.71 $121.64
ADBE $1,340,965,000.0 3.62%
Reduced 8.94%
3,015,574 $444.68 $270.99
Reduced 39.06%
$403.75 $638.25
TMO $1,280,387,000.0 3.46%
Reduced 12.31%
2,461,195 $520.23 $508.1
Reduced 2.33%
$493.3 $627.88
ACN $1,240,625,000.0 3.35%
Reduced 9.62%
3,526,610 $351.79 $205.93
Reduced 41.46%
$278.69 $387.51
MSCI $1,219,363,000.0 3.29%
Reduced 8.8%
2,032,238 $600.01 $565.59
Reduced 5.74%
$439.95 $642.45
ZTS $1,219,236,000.0 3.29%
Added 17.54%
7,483,194 $162.93 $125.93
Reduced 22.71%
$144.8 $200.53
WDAY $1,106,335,000.0 2.99%
Reduced 10.72%
4,287,623 $258.03 $134.01
Reduced 48.06%
$199.81 $311.28
ABNB $1,079,784,000.0 2.92%
Reduced 10.52%
8,216,914 $131.41 $133.04
Added 1.24%
$110.38 $170.1
LLY $1,000,040,000.0 2.7%
Added 164.39%
1,295,389 $772.0 $1,017.97
Added 31.86%
$624.68 $972.53
PAYC $650,095,000.0 1.76%
Reduced 9.66%
3,171,660 $204.97 $131.81
Reduced 35.69%
$139.5 $242.74
UNH $569,392,000.0 1.54%
Reduced 43.62%
1,125,593 $505.86 $289.21
Reduced 42.83%
$436.38 $630.73
NVO $551,022,000.0 1.49%
Reduced 6.55%
6,405,748 $86.02 $37.76
Reduced 56.1%
$78.17 $148.15
CSGP $465,133,000.0 1.26%
No Change
6,497,188 $71.59 $46.78
Reduced 34.66%
$68.26 $100.38
IT $437,325,000.0 1.18%
Reduced 38.57%
902,690 $484.47 $159.27
Reduced 67.12%
$411.15 $559.0
AON $258,351,000.0 0.7%
Reduced 7.95%
719,322 $359.16 $339.07
Reduced 5.59%
$268.06 $395.33
SAP $246,196,000.0 0.67%
Reduced 6.06%
999,944 $246.21 $196.33
Reduced 20.26%
$172.33 $269.29
GOOGL $232,876,000.0 0.63%
Reduced 3.46%
1,230,197 $189.3 $303.58
Added 60.37%
$130.67 $202.29
IWF $202,243,000.0 0.55%
Added 210.48%
503,619 $401.58 $451.47
Added 12.42%
$310.51 $419.53
ICLR $149,210,000.0 0.4%
Reduced 32.48%
711,510 $209.71 $108.7
Reduced 48.17%
$183.38 $347.72
GLOB $136,054,000.0 0.37%
Added 0.24%
634,524 $214.42 $49.84
Reduced 76.76%
$151.68 $251.5
MELI $62,227,000.0 0.17%
Reduced 6.2%
36,595 $1,700.44 $1,714.01
Added 0.8%
$1,324.99 $2,161.73
MDT $62,504,000.0 0.17%
Reduced 23.51%
782,478 $79.88 $96.71
Added 21.07%
$75.96 $92.68
ADP $52,617,000.0 0.14%
Reduced 9.29%
179,749 $292.73 $216.27
Reduced 26.12%
$231.27 $309.63
HDB $49,464,000.0 0.13%
Reduced 7.68%
774,580 $63.86 $30.85
Reduced 51.69%
$52.16 $68.5
ASML $43,068,000.0 0.12%
Reduced 7.64%
62,141 $693.08 $1,360.94
Added 96.36%
$645.45 $1,110.09
WTW $40,278,000.0 0.11%
No Change
128,586 $313.24 $303.07
Reduced 3.25%
$242.54 $334.99
ACWI $37,341,000.0 0.1%
Added 248.76%
317,801 $117.5 $143.68
Added 22.28%
$102.03 $123.58
SPOT $27,227,000.0 0.07%
No Change
60,861 $447.38 $507.28
Added 13.39%
$209.18 $510.84
NU $23,242,000.0 0.06%
No Change
2,243,471 $10.36 $14.76
Added 42.47%
$8.51 $16.15
ACWX $19,834,000.0 0.05%
Added 863.2%
380,271 $52.16 $70.63
Added 35.41%
$49.78 $57.96
UL $13,841,000.0 0.04%
Reduced 5.31%
244,122 $56.7 $71.48
Added 26.07%
$46.46 $65.87
VUG $16,026,000.0 0.04%
Added 182.66%
39,046 $410.44 $459.35
Added 11.92%
$317.59 $428.69
ONON $15,247,000.0 0.04%
Reduced 5.8%
278,383 $54.77 $43.91
Reduced 19.83%
$26.03 $60.61
EXLS $14,178,000.0 0.04%
Reduced 1.95%
319,490 $44.38 $31.21
Reduced 29.68%
$28.16 $50.11
MNDY $12,522,000.0 0.03%
No Change
53,186 $235.44 $73.56
Reduced 68.76%
$174.75 $324.99
RVLV $10,198,000.0 0.03%
Reduced 24.4%
304,529 $33.49 $24.22
Reduced 27.68%
$14.04 $39.58
TME $12,026,000.0 0.03%
Reduced 31.19%
1,059,587 $11.35 $14.21
Added 25.2%
$8.71 $15.77
SPY $5,590,000.0 0.02%
Added 412.02%
9,539 $586.07 $686.38
Added 17.12%
$482.86 $609.07
RGEN $5,837,000.0 0.02%
Added 14.62%
40,556 $143.94 $123.06
Reduced 14.51%
$113.5 $211.13
WRBY $7,742,000.0 0.02%
Reduced 22.82%
319,822 $24.21 $27.48
Added 13.51%
$11.35 $27.1
PCTY $5,722,000.0 0.02%
Added 22.96%
28,689 $199.47 $113.6
Reduced 43.05%
$129.94 $215.68
LVS $7,946,000.0 0.02%
Reduced 23.76%
154,724 $51.36 $55.7
Added 8.45%
$36.62 $56.61
NSIT $6,301,000.0 0.02%
Added 93.99%
41,431 $152.1 $85.0
Reduced 44.12%
$146.56 $228.07
PDD $6,507,000.0 0.02%
Reduced 28.66%
67,092 $96.99 $100.71
Added 3.84%
$88.01 $164.69
DLO $7,064,000.0 0.02%
Reduced 36.46%
627,360 $11.26 $11.94
Added 6.04%
$6.58 $18.27
ELF $7,717,000.0 0.02%
Reduced 4.14%
61,473 $125.55 $81.09
Reduced 35.41%
$98.5 $221.83
GNRC $6,886,000.0 0.02%
Reduced 23.29%
44,416 $155.05 $221.21
Added 42.67%
$108.89 $195.94
EEFT $5,946,000.0 0.02%
No Change
59,928 $99.23 $72.14
Reduced 27.3%
$91.07 $117.66
HLI $6,251,000.0 0.02%
Reduced 47.3%
35,999 $173.66 $162.1
Reduced 6.66%
$119.28 $192.1
GSHD $9,039,000.0 0.02%
Reduced 20.36%
84,310 $107.22 $55.33
Reduced 48.4%
$50.47 $130.39
FSV $5,932,000.0 0.02%
Added 16.47%
32,771 $181.02 $153.92
Reduced 14.97%
$141.26 $197.84
CNM $6,910,000.0 0.02%
Reduced 7.92%
135,737 $50.91 $53.89
Added 5.85%
$37.22 $62.15
CRM $6,546,000.0 0.02%
Reduced 45.16%
19,582 $334.34 $196.05
Reduced 41.36%
$212.0 $369.0
CCCS $8,941,000.0 0.02%
Reduced 4.26%
762,304 $11.73 $0.0
Reduced 100.0%
$0.0 $0.0
HLNE $8,238,000.0 0.02%
Reduced 0.33%
55,644 $148.05 $107.37
Reduced 27.48%
$103.42 $203.72
IVV $6,198,000.0 0.02%
No Change
10,746 $576.82 $683.37
Added 18.47%
$485.19 $612.09
YUMC $4,142,000.0 0.01%
Reduced 59.21%
85,998 $48.17 $53.5
Added 11.06%
$28.5 $52.0
AAON $3,713,000.0 0.01%
Reduced 4.16%
31,557 $117.68 $95.33
Reduced 18.99%
$69.54 $144.07
TREX $3,884,000.0 0.01%
Added 984.37%
56,268 $69.03 $40.16
Reduced 41.82%
$58.68 $101.91
WSC $4,182,000.0 0.01%
No Change
125,024 $33.45 $21.77
Reduced 34.92%
$32.57 $52.16
ROAD $2,831,000.0 0.01%
Reduced 8.79%
32,009 $88.46 $135.25
Added 52.89%
$41.75 $103.69
RMBS $5,246,000.0 0.01%
Added 76.77%
99,259 $52.86 $87.59
Added 65.7%
$37.42 $75.98
YETI $3,776,000.0 0.01%
Reduced 13.4%
98,057 $38.51 $43.46
Added 12.85%
$33.41 $49.01
VT $3,147,000.0 0.01%
Added 566.85%
26,794 $117.48 $146.95
Added 25.09%
$102.84 $123.64
NVEE $3,814,000.0 0.01%
No Change
40,808 $93.48 $0.0
Reduced 100.0%
$0.0 $0.0
MEDP $5,389,000.0 0.01%
Added 8.41%
16,223 $332.23 $465.38
Added 40.08%
$286.76 $459.77
KNSL $2,100,000.0 0.01%
Added 8.04%
4,517 $465.13 $392.99
Reduced 15.51%
$355.13 $548.47
POOL $2,032,000.0 0.01%
Added 62.36%
5,962 $340.94 $222.0
Reduced 34.89%
$293.51 $422.73
OPCH $4,516,000.0 0.01%
No Change
144,294 $31.3 $31.2
Reduced 0.32%
$21.39 $34.63
PGNY $4,497,000.0 0.01%
Reduced 28.01%
260,708 $17.25 $17.52
Added 1.57%
$13.39 $42.08
SITE $3,180,000.0 0.01%
Added 48.16%
24,140 $131.77 $140.14
Added 6.35%
$114.6 $188.01
QLYS $2,622,000.0 0.01%
Reduced 8.79%
18,701 $140.22 $97.39
Reduced 30.54%
$119.17 $200.9
CATH $3,373,000.0 0.01%
Reduced 13.01%
47,625 $70.84 $82.53
Added 16.5%
$58.74 $73.91
IWM $2,211,000.0 0.01%
Reduced 25.21%
10,007 $220.96 $259.24
Added 17.32%
$190.06 $244.98
IBP $2,760,000.0 0.01%
Reduced 12.31%
15,752 $175.25 $325.79
Added 85.9%
$169.02 $281.04
FN $2,771,000.0 0.01%
No Change
12,605 $219.88 $553.03
Added 151.51%
$159.69 $278.38
EPAM $3,145,000.0 0.01%
Reduced 35.07%
13,454 $233.82 $140.77
Reduced 39.8%
$169.43 $317.5
CWAN $3,853,000.0 0.01%
Reduced 58.69%
140,029 $27.52 $23.5
Reduced 14.61%
$15.62 $35.71
BROS $5,501,000.0 0.01%
Added 137.39%
105,023 $52.38 $53.03
Added 1.24%
$25.46 $61.33
BL $3,815,000.0 0.01%
Reduced 9.39%
62,791 $60.76 $36.58
Reduced 39.8%
$43.37 $69.31
BDC $2,723,000.0 0.01%
No Change
24,182 $112.61 $136.12
Added 20.88%
$72.91 $131.82
AIT $4,443,000.0 0.01%
Added 14.51%
18,556 $239.47 $277.7
Added 15.96%
$173.73 $282.98
$1,369,000.0 0.0%
Added 664.03%
57,172 $23.96 $nan
Reduced nan%
$nan $nan
ADSK $1,529,000.0 0.0%
Reduced 28.53%
5,174 $295.57 $253.4
Reduced 14.27%
$195.32 $326.62
AMN $912,000.0 0.0%
Reduced 14.88%
38,142 $23.92 $20.99
Reduced 12.25%
$22.47 $79.74
BAH $1,145,000.0 0.0%
Added 88.48%
8,900 $128.7 $79.2
Reduced 38.46%
$127.09 $190.59
ALGN $939,000.0 0.0%
Reduced 55.91%
4,504 $208.5 $182.64
Reduced 12.4%
$196.09 $335.4
ALRM $1,304,000.0 0.0%
Reduced 81.86%
21,461 $60.8 $49.32
Reduced 18.88%
$51.87 $77.29
IOO $675,000.0 0.0%
No Change
6,708 $100.77 $125.19
Added 24.23%
$82.15 $103.66
DT $1,577,000.0 0.0%
Reduced 25.19%
29,021 $54.35 $36.71
Reduced 32.46%
$39.42 $61.41
DAVA $249,000.0 0.0%
No Change
9,776 $25.54 $4.73
Reduced 81.48%
$23.28 $78.14
ENTG $1,092,000.0 0.0%
No Change
11,026 $99.06 $126.79
Added 27.99%
$94.92 $147.57
ETSY $795,000.0 0.0%
Reduced 39.21%
15,037 $52.89 $54.46
Added 2.97%
$47.1 $80.3
FIVE $442,000.0 0.0%
No Change
5,004 $88.35 $221.55
Added 150.76%
$64.87 $212.01
FND $977,000.0 0.0%
Added 34.87%
9,800 $99.7 $66.74
Reduced 33.06%
$89.06 $135.67
FOXF $1,249,000.0 0.0%
Reduced 39.94%
41,273 $30.27 $18.05
Reduced 40.37%
$26.76 $69.47
ELY $656,000.0 0.0%
Reduced 13.03%
83,466 $7.86 $0.0
Reduced 100.0%
$0.0 $0.0
BSY $999,000.0 0.0%
No Change
21,407 $46.7 $38.76
Reduced 17.0%
$43.82 $57.19
BLD $1,625,000.0 0.0%
Added 28.1%
5,220 $311.34 $432.74
Added 38.99%
$302.7 $495.68
BIL $465,000.0 0.0%
No Change
5,072 $91.81 $91.39
Reduced 0.46%
$91.29 $91.83
CLBT $222,000.0 0.0%
No Change
10,095 $22.03 $13.75
Reduced 37.59%
$8.73 $23.5
CIGI $1,118,000.0 0.0%
No Change
8,226 $135.97 $117.25
Reduced 13.77%
$101.01 $156.96
CPA $640,000.0 0.0%
Reduced 24.25%
7,293 $87.88 $132.01
Added 50.22%
$80.01 $114.0
CRL $784,000.0 0.0%
Reduced 22.82%
4,248 $184.6 $175.69
Reduced 4.83%
$160.85 $275.0
BWMN $972,000.0 0.0%
Reduced 5.39%
38,968 $24.95 $32.57
Added 30.54%
$19.93 $42.9
NKE $1,029,000.0 0.0%
Reduced 10.7%
13,607 $75.67 $59.39
Reduced 21.51%
$70.32 $107.43
OLLI $1,382,000.0 0.0%
Reduced 0.04%
12,603 $109.73 $101.45
Reduced 7.55%
$68.05 $120.03
LGIH $1,439,000.0 0.0%
Reduced 17.14%
16,100 $89.4 $49.04
Reduced 45.15%
$82.94 $130.75
KB $826,000.0 0.0%
Reduced 81.44%
14,529 $56.9 $105.79
Added 85.92%
$38.92 $72.89
KARO $599,000.0 0.0%
Added 24.82%
13,273 $45.15 $46.43
Added 2.83%
$23.35 $50.54
MKTX $984,000.0 0.0%
Reduced 49.74%
4,357 $226.04 $193.61
Reduced 14.35%
$192.42 $296.68
MORN $1,315,000.0 0.0%
Reduced 36.96%
3,906 $336.76 $182.31
Reduced 45.86%
$269.51 $365.0
NTES $420,000.0 0.0%
Reduced 10.42%
4,719 $89.21 $115.56
Added 29.54%
$75.85 $114.5
SGOV $558,000.0 0.0%
Reduced 69.94%
5,569 $100.32 $100.4
Added 0.08%
$100.15 $100.75
PSTG $653,000.0 0.0%
No Change
10,643 $61.43 $65.53
Added 6.67%
$38.78 $73.67
PYPL $635,000.0 0.0%
Reduced 15.57%
7,441 $85.35 $45.63
Reduced 46.54%
$55.77 $93.66
TECH $1,495,000.0 0.0%
Reduced 24.35%
20,760 $72.03 $56.99
Reduced 20.88%
$61.16 $85.57
USHY $967,000.0 0.0%
No Change
26,300 $36.79 $37.21
Added 1.14%
$35.55 $37.72
TTEK $1,719,000.0 0.0%
Added 86.65%
43,162 $39.84 $36.45
Reduced 8.51%
$31.61 $51.2
TYL $1,399,000.0 0.0%
No Change
2,397 $583.72 $367.22
Reduced 37.09%
$397.8 $638.56