Polen Capital Management

Polen Capital Management Portfolio holdings

AUM $30.8B
1-Year Est. Return 22.23%
This Quarter Est. Return
1 Year Est. Return
+22.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$30.8B
AUM Growth
-$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$1.17B
3
+$547M
4
SNPS icon
Synopsys
SNPS
+$515M
5
INTU icon
Intuit
INTU
+$452M

Top Sells

1
+$1.01B
2
+$758M
3
+$587M
4
SHOP icon
Shopify
SHOP
+$539M
5
ADBE icon
Adobe
ADBE
+$529M

Sector Composition

1 Technology 46.96%
2 Financials 16.13%
3 Healthcare 15.52%
4 Consumer Discretionary 12.62%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PDD icon
51
Pinduoduo
PDD
$154B
$8.36M 0.03%
63,283
-1,026
MMYT icon
52
MakeMyTrip
MMYT
$7.14B
$8.17M 0.03%
87,289
-17,673
GLOB icon
53
Globant
GLOB
$2.99B
$7.75M 0.03%
135,108
-137,873
SPOT icon
54
Spotify
SPOT
$107B
$7.73M 0.03%
11,075
-18,371
WGS icon
55
GeneDx Holdings
WGS
$3.08B
$7.34M 0.02%
68,169
-12,811
VIST icon
56
Vista Energy
VIST
$5.15B
$7.26M 0.02%
210,976
+196,914
POWL icon
57
Powell Industries
POWL
$4.81B
$7.12M 0.02%
23,357
-1,816
IBN icon
58
ICICI Bank
IBN
$111B
$6.78M 0.02%
224,267
-276,208
BWXT icon
59
BWX Technologies
BWXT
$18.7B
$6.78M 0.02%
36,748
-4,289
METC icon
60
Ramaco Resources Class A
METC
$1.45B
$6.05M 0.02%
182,332
+120,127
VSEC icon
61
VSE Corp
VSEC
$4.94B
$5.72M 0.02%
34,420
-5,163
VUG icon
62
Vanguard Growth ETF
VUG
$201B
$5.58M 0.02%
11,625
-1,282
JOBY icon
63
Joby Aviation
JOBY
$13.5B
$5.14M 0.02%
318,267
-37,198
IESC icon
64
IES Holdings
IESC
$8.43B
$4.83M 0.02%
12,144
-1,677
KARO icon
65
Karooooo
KARO
$1.41B
$4.72M 0.02%
82,608
-2,159
MOD icon
66
Modine Manufacturing
MOD
$6.5B
$4.62M 0.02%
32,523
+13,157
ADPT icon
67
Adaptive Biotechnologies
ADPT
$2.73B
$4.36M 0.01%
291,197
+148,940
ACWX icon
68
iShares MSCI ACWI ex US ETF
ACWX
$8.47B
$4.01M 0.01%
61,612
+39,530
CVNA icon
69
Carvana
CVNA
$64.2B
$3.94M 0.01%
10,456
-1,239
AAPL icon
70
Apple
AAPL
$3.79T
$3.91M 0.01%
15,355
+6,829
TSLA icon
71
Tesla
TSLA
$1.45T
$3.82M 0.01%
8,590
+1,868
SOFI icon
72
SoFi Technologies
SOFI
$33.2B
$3.78M 0.01%
143,218
-27,678
PRCH icon
73
Porch Group
PRCH
$963M
$3.65M 0.01%
217,423
+82,401
AMPX icon
74
Amprius Technologies
AMPX
$1.33B
$3.57M 0.01%
+339,427
HCI icon
75
HCI Group
HCI
$2.26B
$3.49M 0.01%
18,168
+4,196
1 2
3
4 5