Polen Capital Management LLC

Filing Details

13F-HR • 2025-03-31
SEC
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
0001034524
Manager Name
Polen Capital Management LLC
Data Enrichment
95% identified
111 identified6 unidentified

Holdings

117 positions
Manager:
SEC
Search and click to pin securities to the top
Page 4 of 6
TREX CO INC
TREX|89531P105
Shares:
78742(+39.9%)
Value:
$4.6B(+17.8%)
Yum China Holdings, Inc.
YUMC|98850P109
Shares:
86045(+0.1%)
Value:
$4.5B(+8.1%)
e.l.f. Beauty, Inc.
ELF|26856L103
Shares:
69325(+12.8%)
Value:
$4.4B(-43.6%)
GENERAC HOLDINGS INC.
GNRC|368736104
Shares:
33409(-24.8%)
Value:
$4.2B(-38.5%)
Dutch Bros Inc.
BROS|26701L100
Shares:
68124(-35.1%)
Value:
$4.2B(-23.5%)
REPLIGEN CORP
RGEN|759916109
Shares:
30902(-23.8%)
Value:
$3.9B(-32.6%)
AAON, INC.
AAON|000360206
Shares:
49466(+56.8%)
Value:
$3.9B(+4.1%)
37954Y889
37954Y889
Shares:
53317(+11.9%)
Value:
$3.6B(+6.7%)
Revolve Group, Inc.
RVLV|76156B107
Shares:
160282(-47.4%)
Value:
$3.4B(-66.2%)
Clearwater Analytics Holdings, Inc.
CWAN|185123106
Shares:
124892(-10.8%)
Value:
$3.3B(-13.1%)
464288240
464288240
Shares:
58768(-84.5%)
Value:
$3.3B(-83.6%)
WillScot Holdings Corp
WSC|971378104
Shares:
116917(-6.5%)
Value:
$3.3B(-22.3%)
BELDEN INC.
BDC|077454106
Shares:
30665(+26.8%)
Value:
$3.1B(+12.9%)
Fabrinet
FN|G3323L100
Shares:
15249(+21.0%)
Value:
$3.0B(+8.7%)
EPAM Systems, Inc.
EPAM|29414B104
Shares:
16512(+22.7%)
Value:
$2.8B(-11.4%)
BIO-TECHNE Corp
TECH|09073M104
Shares:
46314(+123.1%)
Value:
$2.7B(+81.6%)
Installed Building Products, Inc.
IBP|45780R101
Shares:
15650(-0.6%)
Value:
$2.7B(-2.8%)
Warby Parker Inc.
WRBY|93403J106
Shares:
147071(-54.0%)
Value:
$2.7B(-65.4%)
BLACKLINE, INC.
BL|09239B109
Shares:
55099(-12.3%)
Value:
$2.7B(-30.1%)
SiteOne Landscape Supply, Inc.
SITE|82982L103
Shares:
21338(-11.6%)
Value:
$2.6B(-18.5%)