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
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Page 5 of 6
Construction Partners, Inc.
ROAD|21044C107
Shares:
34795(+8.7%)
Value:
$2.5B(-11.7%)
46436E718
46436E718
Shares:
23299(+318.4%)
Value:
$2.3B(+319.8%)
Salesforce, Inc.
CRM|79466L302
Shares:
8257(-57.8%)
Value:
$2.2B(-66.2%)
QUALYS, INC.
QLYS|74758T303
Shares:
16742(-10.5%)
Value:
$2.1B(-19.6%)
Kinsale Capital Group, Inc.
KNSL|49714P108
Shares:
4262(-5.6%)
Value:
$2.1B(-1.3%)
464287655
IWM|464287655
Shares:
10362(+3.5%)
Value:
$2.1B(-6.5%)
POOL CORP
POOL|73278L105
Shares:
5617(-5.8%)
Value:
$1.8B(-12.0%)
TopBuild Corp
BLD|89055F103
Shares:
4931(-5.5%)
Value:
$1.5B(-7.5%)
922042742
VT|922042742
Shares:
10959(-59.1%)
Value:
$1.3B(-59.6%)
Dynatrace, Inc.
DT|268150109
Shares:
26718(-7.9%)
Value:
$1.3B(-20.1%)
Skillsoft Corp.
SKIL|83066P309
Shares:
57172(+0.0%)
Value:
$1.1B(-19.7%)
Morningstar, Inc.
MORN|617700109
Shares:
3534(-9.5%)
Value:
$1.1B(-19.4%)
Ollie's Bargain Outlet Holdings, Inc.
OLLI|681116109
Shares:
8998(-28.6%)
Value:
$1.0B(-24.3%)
ENTEGRIS INC
ENTG|29362U104
Shares:
11539(+4.7%)
Value:
$1.0B(-7.6%)
LGI Homes, Inc.
LGIH|50187T106
Shares:
14523(-9.8%)
Value:
$965.3M(-32.9%)
Colliers International Group Inc.
CIGI|194693107
Shares:
7933(-3.6%)
Value:
$962.3M(-14.0%)
AMN HEALTHCARE SERVICES INC
AMN|001744101
Shares:
38564(+1.1%)
Value:
$943.3M(+3.4%)
MARKETAXESS HOLDINGS INC
MKTX|57060D108
Shares:
4046(-7.1%)
Value:
$875.4M(-11.1%)
SAIA INC
SAIA|78709Y105
Shares:
2464
Value:
$861.0M
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
1448(-84.8%)
Value:
$809.8M(-85.5%)