Polen-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RGEN",
  "TREX",
  "FSV",
  "HLNE",
  "FN",
  "GLOB",
  "POOL",
  "CCCS",
  "MORN",
  "BROS",
  "ENTG",
  null,
  "OLLI",
  "ONON",
  "NSIT",
  "ACN",
  "ABNB",
  "ABT",
  "ADBE",
  "GOOGL",
  "ASML",
  "AIT",
  "DT",
  "CLBT",
  "HLI",
  "SKIL",
  "KNSL",
  "MA",
  "MDT",
  "AMN",
  "MSFT",
  "ELF",
  "FND",
  "NU",
  "ICLR",
  "ORCL",
  "IWF",
  "PYPL",
  "UNH",
  "AAPL",
  "SPY",
  "PSTG",
  null,
  "NOW",
  "SHOP",
  "SAP",
  null,
  "SBUX",
  "TMO",
  "PCTY",
  "SITE",
  null,
  "PGNY",
  null,
  "LGIH",
  "IWO",
  "GSHD",
  "RVLV",
  "IT",
  "MEDP",
  "SAIA",
  "QLYS",
  "ADSK",
  "AON",
  "BLD",
  "EPAM",
  "GNRC",
  "CIGI",
  "DLO",
  "KARO",
  "IBP",
  null,
  "NVO",
  "AMZN",
  "RMBS",
  "AAON",
  "HDB",
  "TME",
  "NTES",
  "PDD",
  "VUG",
  "VT",
  "V",
  "WRBY",
  "WING",
  "WTW",
  "WSC",
  "WDAY",
  "YUMC",
  "EXLS",
  "MSCI",
  "LVS",
  "MNDY",
  "CRM",
  "SPOT",
  "MANH",
  "MELI",
  "PAYC",
  "MKTX",
  "ADP",
  "BDC",
  "BSY",
  "TECH",
  "BL",
  "BWMN",
  "CWAN",
  "FIX",
  "ROAD",
  "CSGP",
  "CNM",
  "TTEK",
  "NKE",
  "IWM",
  "GOOG",
  "LLY",
  "NFLX",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 117
Total Value: 31845099652
Accession Number: 0001172661-25-001713
Form Type: 13F-HR
CIK: polen-capital-management
Manager Name: Polen-Capital-Management

Data Enrichment

95% identified

111 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

117 positions • $31.8B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Apple Inc.

AAPL|037833100

Shares:2.7M

Value:$595.6M

% of Portfolio:1.9% ($595.6M/$31.8B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.0M

Value:$543.4M

% of Portfolio:1.7% ($543.4M/$31.8B)

COSTAR GROUP, INC.

CSGP|22160N109

Shares:6.6M

Value:$523.1M

% of Portfolio:1.6% ($523.1M/$31.8B)

STARBUCKS CORP

SBUX|855244109

Shares:5.1M

Value:$503.5M

% of Portfolio:1.6% ($503.5M/$31.8B)

GARTNER INC

IT|366651107

Shares:835.5K

Value:$350.7M

% of Portfolio:1.1% ($350.7M/$31.8B)

SAP SE

SAP|803054204

Shares:542.7K

Value:$145.7M

% of Portfolio:0.5% ($145.7M/$31.8B)

464287614

IWF|464287614

Shares:385.5K

Value:$139.2M

% of Portfolio:0.4% ($139.2M/$31.8B)

MERCADOLIBRE INC

MELI|58733R102

Shares:68.5K

Value:$133.7M

% of Portfolio:0.4% ($133.7M/$31.8B)

WILLIS TOWERS WATSON PLC

WTW|G96629103

Shares:366.5K

Value:$123.9M

% of Portfolio:0.4% ($123.9M/$31.8B)

ICON PLC

ICLR|G4705A100

Shares:635.1K

Value:$111.1M

% of Portfolio:0.3% ($111.1M/$31.8B)

Alphabet Inc.

GOOGL|02079K305

Shares:610.9K

Value:$94.5M

% of Portfolio:0.3% ($94.5M/$31.8B)

Globant S.A.

GLOB|L44385109

Shares:774.4K

Value:$91.2M

% of Portfolio:0.3% ($91.2M/$31.8B)

NOVO NORDISK A S

NVO|670100205

Shares:1.0M

Value:$69.6M

% of Portfolio:0.2% ($69.6M/$31.8B)

Medtronic plc

MDT|G5960L103

Shares:629.5K

Value:$56.6M

% of Portfolio:0.2% ($56.6M/$31.8B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:166.5K

Value:$50.9M

% of Portfolio:0.2% ($50.9M/$31.8B)

464288257

Shares:384.8K

Value:$44.8M

% of Portfolio:0.1% ($44.8M/$31.8B)

HDFC BANK LTD

HDB|40415F101

Shares:651.1K

Value:$43.3M

% of Portfolio:0.1% ($43.3M/$31.8B)

ASML HOLDING NV

ASML|N07059210

Shares:52.7K

Value:$34.9M

% of Portfolio:0.1% ($34.9M/$31.8B)

Nu Holdings Ltd.

NU|G6683N103

Shares:3.0M

Value:$30.4M

% of Portfolio:0.1% ($30.4M/$31.8B)

Tencent Music Entertainment Group

TME|88034P109

Shares:2.0M

Value:$28.5M

% of Portfolio:0.1% ($28.5M/$31.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	2.7M	QoQ -56.54% (-3.5M) YoY NEW(+2.7M)	All Managers (Combined)	$595.6M	1.9% ($595.6M/$31.8B)	QoQ -61.45% (-$949.4M) YoY NEW(+$595.6M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.0M	QoQ -7.81% (-88.0K) YoY -56.65% (-1.4M)	All Managers (Combined)	$543.4M	1.7% ($543.4M/$31.8B)	QoQ -4.55% (-$26.0M) YoY -54.11% (-$640.8M)
COSTAR GROUP, INC.(CSGPcusip22160N109)	6.6M	QoQ +1.61% (+104.6K) YoY NEW(+6.6M)	All Managers (Combined)	$523.1M	1.6% ($523.1M/$31.8B)	QoQ +12.45% (+$57.9M) YoY NEW(+$523.1M)
STARBUCKS CORP(SBUXcusip855244109)	5.1M	QoQ NEW(+5.1M) YoY NEW(+5.1M)	All Managers (Combined)	$503.5M	1.6% ($503.5M/$31.8B)	QoQ NEW(+$503.5M) YoY NEW(+$503.5M)
GARTNER INC(ITcusip366651107)	835.5K	QoQ -7.44% (-67.2K) YoY -52.22% (-913.3K)	All Managers (Combined)	$350.7M	1.1% ($350.7M/$31.8B)	QoQ -19.80% (-$86.6M) YoY -57.92% (-$482.9M)
SAP SE(SAPcusip803054204)	542.7K	QoQ -45.72% (-457.2K) YoY -57.42% (-732.0K)	All Managers (Combined)	$145.7M	0.5% ($145.7M/$31.8B)	QoQ -40.82% (-$100.5M) YoY -41.40% (-$102.9M)
(IWFcusip464287614)	385.5K	QoQ -23.44% (-118.1K) YoY +408.69% (+309.7K)	All Managers (Combined)	$139.2M	0.4% ($139.2M/$31.8B)	QoQ -31.16% (-$63.0M) YoY +444.97% (+$113.7M)
MERCADOLIBRE INC(MELIcusip58733R102)	68.5K	QoQ +87.27% (+31.9K) YoY +105.93% (+35.3K)	All Managers (Combined)	$133.7M	0.4% ($133.7M/$31.8B)	QoQ +114.85% (+$71.5M) YoY +165.70% (+$83.4M)
WILLIS TOWERS WATSON PLC(WTWcusipG96629103)	366.5K	QoQ +185.05% (+238.0K) YoY NEW(+366.5K)	All Managers (Combined)	$123.9M	0.4% ($123.9M/$31.8B)	QoQ +207.54% (+$83.6M) YoY NEW(+$123.9M)
ICON PLC(ICLRcusipG4705A100)	635.1K	QoQ -10.74% (-76.5K) YoY -42.17% (-463.2K)	All Managers (Combined)	$111.1M	0.3% ($111.1M/$31.8B)	QoQ -25.52% (-$38.1M) YoY -69.87% (-$257.8M)
Alphabet Inc.(GOOGLcusip02079K305)	610.9K	QoQ -50.34% (-619.3K) YoY -71.39% (-1.5M)	All Managers (Combined)	$94.5M	0.3% ($94.5M/$31.8B)	QoQ -59.43% (-$138.4M) YoY -70.68% (-$227.8M)
Globant S.A.(GLOBcusipL44385109)	774.4K	QoQ +22.04% (-139.9K) YoY +55.32% (-275.8K)	All Managers (Combined)	$91.2M	0.3% ($91.2M/$31.8B)	QoQ -32.99% (-$44.9M) YoY -9.43% (-$9.5M)
NOVO NORDISK A S(NVOcusip670100205)	1.0M	QoQ -84.35% (-5.4M) YoY -87.10% (-6.8M)	All Managers (Combined)	$69.6M	0.2% ($69.6M/$31.8B)	QoQ -87.37% (-$481.5M) YoY -93.02% (-$927.9M)
Medtronic plc(MDTcusipG5960L103)	629.5K	QoQ -19.55% (-153.0K) YoY -40.92% (-436.1K)	All Managers (Combined)	$56.6M	0.2% ($56.6M/$31.8B)	QoQ -9.50% (-$5.9M) YoY -39.09% (-$36.3M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	166.5K	QoQ -7.35% (-13.2K) YoY -66.83% (-335.5K)	All Managers (Combined)	$50.9M	0.2% ($50.9M/$31.8B)	QoQ -3.30% (-$1.7M) YoY -59.46% (-$74.6M)
(cusip464288257)✕	384.8K	QoQ +21.08% (+67.0K) YoY +2110.32% (+367.4K)	All Managers (Combined)	$44.8M	0.1% ($44.8M/$31.8B)	QoQ +19.93% (+$7.4M) YoY +2236.01% (+$42.9M)
HDFC BANK LTD(HDBcusip40415F101)	651.1K	QoQ -15.94% (-123.5K) YoY -8.37% (-59.5K)	All Managers (Combined)	$43.3M	0.1% ($43.3M/$31.8B)	QoQ -12.55% (-$6.2M) YoY +8.76% (-$3.5M)
ASML HOLDING NV(ASMLcusipN07059210)	52.7K	QoQ -15.22% (-9.5K) YoY +3.06% (-1.6K)	All Managers (Combined)	$34.9M	0.1% ($34.9M/$31.8B)	QoQ -18.95% (-$8.2M) YoY -29.62% (-$14.7M)
Nu Holdings Ltd.(NUcusipG6683N103)	3.0M	QoQ +32.37% (+726.3K) YoY NEW(+3.0M)	All Managers (Combined)	$30.4M	0.1% ($30.4M/$31.8B)	QoQ +30.84% (+$7.2M) YoY NEW(+$30.4M)
Tencent Music Entertainment Group(TMEcusip88034P109)	2.0M	QoQ +86.74% (+919.2K) YoY -25.68% (-684.0K)	All Managers (Combined)	$28.5M	0.1% ($28.5M/$31.8B)	QoQ +137.09% (+$16.5M) YoY -4.30% (-$1.3M)