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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Construction Partners, Inc.

ROAD|21044C107

Shares:34.8K

Value:$2.5M

% of Portfolio:0.0% ($2.5M/$31.8B)

46436E718

Shares:23.3K

Value:$2.3M

% of Portfolio:0.0% ($2.3M/$31.8B)

Salesforce, Inc.

CRM|79466L302

Shares:8.3K

Value:$2.2M

% of Portfolio:0.0% ($2.2M/$31.8B)

QUALYS, INC.

QLYS|74758T303

Shares:16.7K

Value:$2.1M

% of Portfolio:0.0% ($2.1M/$31.8B)

Kinsale Capital Group, Inc.

KNSL|49714P108

Shares:4.3K

Value:$2.1M

% of Portfolio:0.0% ($2.1M/$31.8B)

464287655

IWM|464287655

Shares:10.4K

Value:$2.1M

% of Portfolio:0.0% ($2.1M/$31.8B)

POOL CORP

POOL|73278L105

Shares:5.6K

Value:$1.8M

% of Portfolio:0.0% ($1.8M/$31.8B)

TopBuild Corp

BLD|89055F103

Shares:4.9K

Value:$1.5M

% of Portfolio:0.0% ($1.5M/$31.8B)

922042742

VT|922042742

Shares:11.0K

Value:$1.3M

% of Portfolio:0.0% ($1.3M/$31.8B)

Dynatrace, Inc.

DT|268150109

Shares:26.7K

Value:$1.3M

% of Portfolio:0.0% ($1.3M/$31.8B)

Skillsoft Corp.

SKIL|83066P309

Shares:57.2K

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$31.8B)

Morningstar, Inc.

MORN|617700109

Shares:3.5K

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$31.8B)

Ollie's Bargain Outlet Holdings, Inc.

OLLI|681116109

Shares:9.0K

Value:$1.0M

% of Portfolio:0.0% ($1.0M/$31.8B)

ENTEGRIS INC

ENTG|29362U104

Shares:11.5K

Value:$1.0M

% of Portfolio:0.0% ($1.0M/$31.8B)

LGI Homes, Inc.

LGIH|50187T106

Shares:14.5K

Value:$965.3K

% of Portfolio:0.0% ($965.3K/$31.8B)

Colliers International Group Inc.

CIGI|194693107

Shares:7.9K

Value:$962.3K

% of Portfolio:0.0% ($962.3K/$31.8B)

AMN HEALTHCARE SERVICES INC

AMN|001744101

Shares:38.6K

Value:$943.3K

% of Portfolio:0.0% ($943.3K/$31.8B)

MARKETAXESS HOLDINGS INC

MKTX|57060D108

Shares:4.0K

Value:$875.4K

% of Portfolio:0.0% ($875.4K/$31.8B)

SAIA INC

SAIA|78709Y105

Shares:2.5K

Value:$861.0K

% of Portfolio:0.0% ($861.0K/$31.8B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.4K

Value:$809.8K

% of Portfolio:0.0% ($809.8K/$31.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Construction Partners, Inc.(ROADcusip21044C107)	34.8K	QoQ +8.70% (-2.8K) YoY NEW(+34.8K)	All Managers (Combined)	$2.5M	0.0% ($2.5M/$31.8B)	QoQ -11.68% (-$330.8K) YoY NEW(+$2.5M)
(cusip46436E718)✕	23.3K	QoQ +318.36% (+17.7K) YoY +570.47% (+19.8K)	All Managers (Combined)	$2.3M	0.0% ($2.3M/$31.8B)	QoQ +319.82% (+$1.8M) YoY +570.20% (+$2.0M)
Salesforce, Inc.(CRMcusip79466L302)	8.3K	QoQ -57.83% (-11.3K) YoY -99.88% (-6.9M)	All Managers (Combined)	$2.2M	0.0% ($2.2M/$31.8B)	QoQ -66.15% (-$4.3M) YoY -99.89% (-$2092.4M)
QUALYS, INC.(QLYScusip74758T303)	16.7K	QoQ -10.47% (-2.0K) YoY -45.35% (-13.9K)	All Managers (Combined)	$2.1M	0.0% ($2.1M/$31.8B)	QoQ -19.59% (-$514.0K) YoY -58.75% (-$3.0M)
Kinsale Capital Group, Inc.(KNSLcusip49714P108)	4.3K	QoQ -5.64% (-255) YoY NEW(+4.3K)	All Managers (Combined)	$2.1M	0.0% ($2.1M/$31.8B)	QoQ -1.26% (-$26.6K) YoY NEW(+$2.1M)
(IWMcusip464287655)	10.4K	QoQ +3.54% (-355) YoY +105.59% (+5.3K)	All Managers (Combined)	$2.1M	0.0% ($2.1M/$31.8B)	QoQ -6.51% (-$144.0K) YoY +95.01% (+$1.0M)
POOL CORP(POOLcusip73278L105)	5.6K	QoQ -5.78% (-345) YoY +70.41% (+2.3K)	All Managers (Combined)	$1.8M	0.0% ($1.8M/$31.8B)	QoQ -12.02% (-$244.5K) YoY +34.45% (+$458.2K)
TopBuild Corp(BLDcusip89055F103)	4.9K	QoQ -5.53% (-289) YoY NEW(+4.9K)	All Managers (Combined)	$1.5M	0.0% ($1.5M/$31.8B)	QoQ -7.47% (-$121.5K) YoY NEW(+$1.5M)
(VTcusip922042742)	11.0K	QoQ -59.09% (-15.8K) YoY NEW(+11.0K)	All Managers (Combined)	$1.3M	0.0% ($1.3M/$31.8B)	QoQ -59.63% (-$1.9M) YoY NEW(+$1.3M)
Dynatrace, Inc.(DTcusip268150109)	26.7K	QoQ -7.93% (-2.3K) YoY -63.82% (-47.1K)	All Managers (Combined)	$1.3M	0.0% ($1.3M/$31.8B)	QoQ -20.13% (-$317.5K) YoY -63.27% (-$2.2M)
Skillsoft Corp.(SKILcusip83066P309)	57.2K	QoQ 0.00% (-0) YoY -26.88% (-21.0K)	All Managers (Combined)	$1.1M	0.0% ($1.1M/$31.8B)	QoQ -19.69% (-$269.9K) YoY +56.31% (-$396.3K)
Morningstar, Inc.(MORNcusip617700109)	3.5K	QoQ -9.52% (-372) YoY -62.12% (-5.8K)	All Managers (Combined)	$1.1M	0.0% ($1.1M/$31.8B)	QoQ -19.43% (-$255.6K) YoY -63.17% (-$1.8M)
Ollie's Bargain Outlet Holdings, Inc.(OLLIcusip681116109)	9.0K	QoQ -28.60% (-3.6K) YoY NEW(+9.0K)	All Managers (Combined)	$1.0M	0.0% ($1.0M/$31.8B)	QoQ -24.29% (-$335.9K) YoY NEW(+$1.0M)
ENTEGRIS INC(ENTGcusip29362U104)	11.5K	QoQ +4.65% (-513) YoY NEW(+11.5K)	All Managers (Combined)	$1.0M	0.0% ($1.0M/$31.8B)	QoQ -7.58% (-$82.8K) YoY NEW(+$1.0M)
LGI Homes, Inc.(LGIHcusip50187T106)	14.5K	QoQ -9.79% (-1.6K) YoY -40.51% (-9.9K)	All Managers (Combined)	$965.3K	0.0% ($965.3K/$31.8B)	QoQ -32.93% (-$474.0K) YoY -66.02% (-$1.9M)
Colliers International Group Inc.(CIGIcusip194693107)	7.9K	QoQ -3.56% (-293) YoY NEW(+7.9K)	All Managers (Combined)	$962.3K	0.0% ($962.3K/$31.8B)	QoQ -13.96% (-$156.2K) YoY NEW(+$962.3K)
AMN HEALTHCARE SERVICES INC(AMNcusip001744101)	38.6K	QoQ +1.10% (+422) YoY -34.35% (-20.2K)	All Managers (Combined)	$943.3K	0.0% ($943.3K/$31.8B)	QoQ +3.38% (+$30.9K) YoY -74.31% (-$2.7M)
MARKETAXESS HOLDINGS INC(MKTXcusip57060D108)	4.0K	QoQ -7.13% (-311) YoY -50.44% (-4.1K)	All Managers (Combined)	$875.4K	0.0% ($875.4K/$31.8B)	QoQ -11.11% (-$109.5K) YoY -51.10% (-$914.8K)
SAIA INC(SAIAcusip78709Y105)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$861.0K	0.0% ($861.0K/$31.8B)	QoQ NEW(+$861.0K) YoY NEW(+$861.0K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.4K	QoQ -84.82% (-8.1K) YoY NEW(+1.4K)	All Managers (Combined)	$809.8K	0.0% ($809.8K/$31.8B)	QoQ -85.51% (-$4.8M) YoY NEW(+$809.8K)