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
$32.6B
AUM Growth
+$741M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1 +$641M
2 +$416M
3 +$234M
4
ADBE icon
Adobe
ADBE
+$208M
5
CSGP icon
CoStar Group
CSGP
+$25.9M

Top Sells

1 +$839M
2 +$548M
3 +$322M
4
MSFT icon
Microsoft
MSFT
+$256M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$155M

Sector Composition

1 Technology 38.58%
2 Financials 18%
3 Healthcare 17.78%
4 Consumer Discretionary 15.82%
5 Communication Services 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RHLD
201
Resolute Holdings Management
RHLD
$1.43B
$457K ﹤0.01%
+14,337
ASTE icon
202
Astec Industries
ASTE
$1B
$457K ﹤0.01%
+10,956
ADSK icon
203
Autodesk
ADSK
$63.3B
$433K ﹤0.01%
1,399
-1,056
YPF icon
204
YPF
YPF
$14.6B
$431K ﹤0.01%
+13,701
TEM
205
Tempus AI
TEM
$12.1B
$429K ﹤0.01%
+6,759
GTES icon
206
Gates Industrial
GTES
$5.8B
$429K ﹤0.01%
+18,615
WAL icon
207
Western Alliance Bancorporation
WAL
$8.6B
$428K ﹤0.01%
+5,483
ALSN icon
208
Allison Transmission
ALSN
$6.85B
$417K ﹤0.01%
+4,389
TDUP icon
209
ThredUp
TDUP
$935M
$397K ﹤0.01%
+52,989
FSV icon
210
FirstService
FSV
$7.12B
$392K ﹤0.01%
2,247
-27,401
CCC
211
CCC Intelligent Solutions
CCC
$4.71B
$390K ﹤0.01%
41,498
-503,155
ATEC icon
212
Alphatec Holdings
ATEC
$3B
$380K ﹤0.01%
+34,192
OCS icon
213
Oculis Holding
OCS
$1.12B
$378K ﹤0.01%
+19,472
KRUS icon
214
Kura Sushi USA
KRUS
$577M
$377K ﹤0.01%
+4,379
TTAN
215
ServiceTitan Inc
TTAN
$8.27B
$371K ﹤0.01%
+3,461
AIT icon
216
Applied Industrial Technologies
AIT
$9.46B
$364K ﹤0.01%
1,565
-19,595
DOCS icon
217
Doximity
DOCS
$9.36B
$363K ﹤0.01%
+5,915
GNRC icon
218
Generac Holdings
GNRC
$9.07B
$362K ﹤0.01%
2,530
-30,879
AXSM icon
219
Axsome Therapeutics
AXSM
$6.93B
$337K ﹤0.01%
+3,232
SG icon
220
Sweetgreen
SG
$703M
$337K ﹤0.01%
+22,651
PLTR icon
221
Palantir
PLTR
$410B
$334K ﹤0.01%
+2,449
PNTG icon
222
Pennant Group
PNTG
$861M
$327K ﹤0.01%
+10,960
TREX icon
223
Trex
TREX
$3.47B
$324K ﹤0.01%
5,961
-72,781
PYPL icon
224
PayPal
PYPL
$61.1B
$314K ﹤0.01%
4,228
-715
HEPS
225
D-Market Electronic Services & Trading
HEPS
$756M
$310K ﹤0.01%
+114,817