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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TREX CO INC

TREX|89531P105

Shares:78.7K

Value:$4.6M

% of Portfolio:0.0% ($4.6M/$31.8B)

Yum China Holdings, Inc.

YUMC|98850P109

Shares:86.0K

Value:$4.5M

% of Portfolio:0.0% ($4.5M/$31.8B)

e.l.f. Beauty, Inc.

ELF|26856L103

Shares:69.3K

Value:$4.4M

% of Portfolio:0.0% ($4.4M/$31.8B)

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:33.4K

Value:$4.2M

% of Portfolio:0.0% ($4.2M/$31.8B)

Dutch Bros Inc.

BROS|26701L100

Shares:68.1K

Value:$4.2M

% of Portfolio:0.0% ($4.2M/$31.8B)

REPLIGEN CORP

RGEN|759916109

Shares:30.9K

Value:$3.9M

% of Portfolio:0.0% ($3.9M/$31.8B)

AAON, INC.

AAON|000360206

Shares:49.5K

Value:$3.9M

% of Portfolio:0.0% ($3.9M/$31.8B)

37954Y889

Shares:53.3K

Value:$3.6M

% of Portfolio:0.0% ($3.6M/$31.8B)

Revolve Group, Inc.

RVLV|76156B107

Shares:160.3K

Value:$3.4M

% of Portfolio:0.0% ($3.4M/$31.8B)

Clearwater Analytics Holdings, Inc.

CWAN|185123106

Shares:124.9K

Value:$3.3M

% of Portfolio:0.0% ($3.3M/$31.8B)

464288240

Shares:58.8K

Value:$3.3M

% of Portfolio:0.0% ($3.3M/$31.8B)

WillScot Holdings Corp

WSC|971378104

Shares:116.9K

Value:$3.3M

% of Portfolio:0.0% ($3.3M/$31.8B)

BELDEN INC.

BDC|077454106

Shares:30.7K

Value:$3.1M

% of Portfolio:0.0% ($3.1M/$31.8B)

Fabrinet

FN|G3323L100

Shares:15.2K

Value:$3.0M

% of Portfolio:0.0% ($3.0M/$31.8B)

EPAM Systems, Inc.

EPAM|29414B104

Shares:16.5K

Value:$2.8M

% of Portfolio:0.0% ($2.8M/$31.8B)

BIO-TECHNE Corp

TECH|09073M104

Shares:46.3K

Value:$2.7M

% of Portfolio:0.0% ($2.7M/$31.8B)

Installed Building Products, Inc.

IBP|45780R101

Shares:15.7K

Value:$2.7M

% of Portfolio:0.0% ($2.7M/$31.8B)

Warby Parker Inc.

WRBY|93403J106

Shares:147.1K

Value:$2.7M

% of Portfolio:0.0% ($2.7M/$31.8B)

BLACKLINE, INC.

BL|09239B109

Shares:55.1K

Value:$2.7M

% of Portfolio:0.0% ($2.7M/$31.8B)

SiteOne Landscape Supply, Inc.

SITE|82982L103

Shares:21.3K

Value:$2.6M

% of Portfolio:0.0% ($2.6M/$31.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
TREX CO INC(TREXcusip89531P105)	78.7K	QoQ +39.94% (+22.5K) YoY +645.23% (+68.2K)	All Managers (Combined)	$4.6M	0.0% ($4.6M/$31.8B)	QoQ +17.78% (+$690.7K) YoY +334.07% (+$3.5M)
Yum China Holdings, Inc.(YUMCcusip98850P109)	86.0K	QoQ +0.05% (+47) YoY -71.98% (-221.0K)	All Managers (Combined)	$4.5M	0.0% ($4.5M/$31.8B)	QoQ +8.13% (+$337.0K) YoY -63.33% (-$7.7M)
e.l.f. Beauty, Inc.(ELFcusip26856L103)	69.3K	QoQ +12.77% (-7.9K) YoY NEW(+69.3K)	All Managers (Combined)	$4.4M	0.0% ($4.4M/$31.8B)	QoQ -43.60% (-$3.4M) YoY NEW(+$4.4M)
GENERAC HOLDINGS INC.(GNRCcusip368736104)	33.4K	QoQ -24.78% (-11.0K) YoY -54.89% (-40.7K)	All Managers (Combined)	$4.2M	0.0% ($4.2M/$31.8B)	QoQ -38.55% (-$2.7M) YoY -54.71% (-$5.1M)
Dutch Bros Inc.(BROScusip26701L100)	68.1K	QoQ -35.13% (-36.9K) YoY NEW(+68.1K)	All Managers (Combined)	$4.2M	0.0% ($4.2M/$31.8B)	QoQ -23.54% (-$1.3M) YoY NEW(+$4.2M)
REPLIGEN CORP(RGENcusip759916109)	30.9K	QoQ -23.80% (-9.7K) YoY NEW(+30.9K)	All Managers (Combined)	$3.9M	0.0% ($3.9M/$31.8B)	QoQ -32.64% (-$1.9M) YoY NEW(+$3.9M)
AAON, INC.(AAONcusip000360206)	49.5K	QoQ +56.75% (+17.9K) YoY NEW(+49.5K)	All Managers (Combined)	$3.9M	0.0% ($3.9M/$31.8B)	QoQ +4.07% (+$151.2K) YoY NEW(+$3.9M)
(cusip37954Y889)✕	53.3K	QoQ +11.95% (+5.7K) YoY +239.85% (+37.6K)	All Managers (Combined)	$3.6M	0.0% ($3.6M/$31.8B)	QoQ +6.73% (+$227.3K) YoY +260.68% (+$2.6M)
Revolve Group, Inc.(RVLVcusip76156B107)	160.3K	QoQ -47.36% (-144.2K) YoY -69.20% (-360.2K)	All Managers (Combined)	$3.4M	0.0% ($3.4M/$31.8B)	QoQ -66.22% (-$6.8M) YoY -68.73% (-$7.6M)
Clearwater Analytics Holdings, Inc.(CWANcusip185123106)	124.9K	QoQ -10.80% (-15.1K) YoY -77.14% (-421.6K)	All Managers (Combined)	$3.3M	0.0% ($3.3M/$31.8B)	QoQ -13.14% (-$506.5K) YoY -65.37% (-$6.3M)
(cusip464288240)✕	58.8K	QoQ -84.54% (-321.5K) YoY +77.25% (+25.6K)	All Managers (Combined)	$3.3M	0.0% ($3.3M/$31.8B)	QoQ -83.57% (-$16.6M) YoY +84.09% (+$1.5M)
WillScot Holdings Corp(WSCcusip971378104)	116.9K	QoQ -6.48% (-8.1K) YoY NEW(+116.9K)	All Managers (Combined)	$3.3M	0.0% ($3.3M/$31.8B)	QoQ -22.28% (-$931.8K) YoY NEW(+$3.3M)
BELDEN INC.(BDCcusip077454106)	30.7K	QoQ +26.80% (+6.5K) YoY NEW(+30.7K)	All Managers (Combined)	$3.1M	0.0% ($3.1M/$31.8B)	QoQ +12.88% (+$351.0K) YoY NEW(+$3.1M)
Fabrinet(FNcusipG3323L100)	15.2K	QoQ +20.97% (+2.6K) YoY NEW(+15.2K)	All Managers (Combined)	$3.0M	0.0% ($3.0M/$31.8B)	QoQ +8.66% (+$240.2K) YoY NEW(+$3.0M)
EPAM Systems, Inc.(EPAMcusip29414B104)	16.5K	QoQ +22.72% (-3.1K) YoY -53.75% (-19.2K)	All Managers (Combined)	$2.8M	0.0% ($2.8M/$31.8B)	QoQ -11.37% (-$357.9K) YoY -71.72% (-$7.1M)
BIO-TECHNE Corp(TECHcusip09073M104)	46.3K	QoQ +123.09% (+25.6K) YoY +25.09% (+9.3K)	All Managers (Combined)	$2.7M	0.0% ($2.7M/$31.8B)	QoQ +81.59% (+$1.2M) YoY +4.19% (+$109.3K)
Installed Building Products, Inc.(IBPcusip45780R101)	15.7K	QoQ -0.64% (-102) YoY NEW(+15.7K)	All Managers (Combined)	$2.7M	0.0% ($2.7M/$31.8B)	QoQ -2.79% (-$77.2K) YoY NEW(+$2.7M)
Warby Parker Inc.(WRBYcusip93403J106)	147.1K	QoQ -54.01% (-172.8K) YoY -69.32% (-332.4K)	All Managers (Combined)	$2.7M	0.0% ($2.7M/$31.8B)	QoQ -65.37% (-$5.1M) YoY -58.91% (-$3.8M)
BLACKLINE, INC.(BLcusip09239B109)	55.1K	QoQ -12.25% (-7.7K) YoY -49.34% (-53.7K)	All Managers (Combined)	$2.7M	0.0% ($2.7M/$31.8B)	QoQ -30.07% (-$1.1M) YoY -62.01% (-$4.4M)
SiteOne Landscape Supply, Inc.(SITEcusip82982L103)	21.3K	QoQ -11.60% (-2.8K) YoY +2.37% (-496)	All Managers (Combined)	$2.6M	0.0% ($2.6M/$31.8B)	QoQ -18.53% (-$589.6K) YoY -28.77% (-$1.0M)