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

Page 6 of 6

Sort by:

Bowman Consulting Group Ltd.

BWMN|103002101

Shares:35.4K

Value:$773.2K

% of Portfolio:0.0% ($773.2K/$31.8B)

BENTLEY SYSTEMS INC

BSY|08265T208

Shares:19.5K

Value:$765.7K

% of Portfolio:0.0% ($765.7K/$31.8B)

Floor & Decor Holdings, Inc.

FND|339750101

Shares:8.9K

Value:$718.1K

% of Portfolio:0.0% ($718.1K/$31.8B)

Autodesk, Inc.

ADSK|052769106

Shares:2.5K

Value:$642.8K

% of Portfolio:0.0% ($642.8K/$31.8B)

78468R663

Shares:5.2K

Value:$480.8K

% of Portfolio:0.0% ($480.8K/$31.8B)

NetEase, Inc.

NTES|64110W102

Shares:4.3K

Value:$444.7K

% of Portfolio:0.0% ($444.7K/$31.8B)

Pure Storage, Inc.

PSTG|74624M102

Shares:9.6K

Value:$424.9K

% of Portfolio:0.0% ($424.9K/$31.8B)

TETRA TECH INC

TTEK|88162G103

Shares:14.1K

Value:$411.3K

% of Portfolio:0.0% ($411.3K/$31.8B)

NIKE, Inc.

NKE|654106103

Shares:6.2K

Value:$394.2K

% of Portfolio:0.0% ($394.2K/$31.8B)

464287648

IWO|464287648

Shares:1.5K

Value:$390.5K

% of Portfolio:0.0% ($390.5K/$31.8B)

MANHATTAN ASSOCIATES INC

MANH|562750109

Shares:2.2K

Value:$385.2K

% of Portfolio:0.0% ($385.2K/$31.8B)

COMFORT SYSTEMS USA INC

FIX|199908104

Shares:1.2K

Value:$375.8K

% of Portfolio:0.0% ($375.8K/$31.8B)

Wingstop Inc.

WING|974155103

Shares:1.5K

Value:$333.0K

% of Portfolio:0.0% ($333.0K/$31.8B)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:4.9K

Value:$322.5K

% of Portfolio:0.0% ($322.5K/$31.8B)

464287572

Shares:2.5K

Value:$305.6K

% of Portfolio:0.0% ($305.6K/$31.8B)

Karooooo Ltd.

KARO|Y4600W108

Shares:6.9K

Value:$293.5K

% of Portfolio:0.0% ($293.5K/$31.8B)

Cellebrite DI Ltd.

CLBT|M2197Q107

Shares:14.8K

Value:$288.5K

% of Portfolio:0.0% ($288.5K/$31.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Bowman Consulting Group Ltd.(BWMNcusip103002101)	35.4K	QoQ -9.11% (-3.6K) YoY -36.57% (-20.4K)	All Managers (Combined)	$773.2K	0.0% ($773.2K/$31.8B)	QoQ -20.47% (-$199.1K) YoY -60.20% (-$1.2M)
BENTLEY SYSTEMS INC(BSYcusip08265T208)	19.5K	QoQ -9.07% (-1.9K) YoY NEW(+19.5K)	All Managers (Combined)	$765.7K	0.0% ($765.7K/$31.8B)	QoQ -23.40% (-$234.0K) YoY NEW(+$765.7K)
Floor & Decor Holdings, Inc.(FNDcusip339750101)	8.9K	QoQ -8.93% (-876) YoY -42.99% (-6.7K)	All Managers (Combined)	$718.1K	0.0% ($718.1K/$31.8B)	QoQ -26.50% (-$258.9K) YoY -64.61% (-$1.3M)
Autodesk, Inc.(ADSKcusip052769106)	2.5K	QoQ -52.55% (-2.7K) YoY -99.95% (-4.9M)	All Managers (Combined)	$642.8K	0.0% ($642.8K/$31.8B)	QoQ -57.96% (-$886.5K) YoY -99.95% (-$1285.5M)
(cusip78468R663)✕	5.2K	QoQ NEW(+5.2K) YoY -97.90% (-244.7K)	All Managers (Combined)	$480.8K	0.0% ($480.8K/$31.8B)	QoQ NEW(+$480.8K) YoY -97.90% (-$22.5M)
NetEase, Inc.(NTEScusip64110W102)	4.3K	QoQ -8.43% (-398) YoY +8.02% (+321)	All Managers (Combined)	$444.7K	0.0% ($444.7K/$31.8B)	QoQ +5.63% (-$23.7K) YoY +7.45% (+$30.8K)
Pure Storage, Inc.(PSTGcusip74624M102)	9.6K	QoQ -9.82% (-1.0K) YoY NEW(+9.6K)	All Managers (Combined)	$424.9K	0.0% ($424.9K/$31.8B)	QoQ -35.01% (-$228.9K) YoY NEW(+$424.9K)
TETRA TECH INC(TTEKcusip88162G103)	14.1K	QoQ -67.42% (-29.1K) YoY NEW(+14.1K)	All Managers (Combined)	$411.3K	0.0% ($411.3K/$31.8B)	QoQ -76.08% (-$1.3M) YoY NEW(+$411.3K)
NIKE, Inc.(NKEcusip654106103)	6.2K	QoQ -54.36% (-7.4K) YoY -99.93% (-9.5M)	All Managers (Combined)	$394.2K	0.0% ($394.2K/$31.8B)	QoQ -61.71% (-$635.5K) YoY -99.95% (-$889.7M)
(IWOcusip464287648)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$390.5K	0.0% ($390.5K/$31.8B)	QoQ NEW(+$390.5K) YoY NEW(+$390.5K)
MANHATTAN ASSOCIATES INC(MANHcusip562750109)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$385.2K	0.0% ($385.2K/$31.8B)	QoQ NEW(+$385.2K) YoY NEW(+$385.2K)
COMFORT SYSTEMS USA INC(FIXcusip199908104)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$375.8K	0.0% ($375.8K/$31.8B)	QoQ NEW(+$375.8K) YoY NEW(+$375.8K)
Wingstop Inc.(WINGcusip974155103)	1.5K	QoQ NEW(+1.5K) YoY -89.16% (-12.1K)	All Managers (Combined)	$333.0K	0.0% ($333.0K/$31.8B)	QoQ NEW(+$333.0K) YoY -93.32% (-$4.7M)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	4.9K	QoQ -33.57% (-2.5K) YoY -90.00% (-44.5K)	All Managers (Combined)	$322.5K	0.0% ($322.5K/$31.8B)	QoQ -49.21% (-$312.6K) YoY -90.26% (-$3.0M)
(cusip464287572)✕	2.5K	QoQ -63.11% (-4.2K) YoY NEW(+2.5K)	All Managers (Combined)	$305.6K	0.0% ($305.6K/$31.8B)	QoQ -54.79% (-$370.4K) YoY NEW(+$305.6K)
Karooooo Ltd.(KAROcusipY4600W108)	6.9K	QoQ -48.02% (-6.4K) YoY -25.41% (-2.4K)	All Managers (Combined)	$293.5K	0.0% ($293.5K/$31.8B)	QoQ -51.02% (-$305.8K) YoY +26.60% (-$61.7K)
Cellebrite DI Ltd.(CLBTcusipM2197Q107)	14.8K	QoQ +47.09% (+4.8K) YoY NEW(+14.8K)	All Managers (Combined)	$288.5K	0.0% ($288.5K/$31.8B)	QoQ +29.73% (+$66.1K) YoY NEW(+$288.5K)