Polen Capital Management LLC

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: 0001034524
Manager Name: Polen Capital Management LLC

Data Enrichment

95% identified

111 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

117 positions • $31,845,099.652K total value

117 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 6 of 6

Sort by:

Bowman Consulting Group Ltd.

BWMN|103002101

35417(-9.1%)

Value:

$773.2M(-20.5%)

BENTLEY SYSTEMS INC

BSY|08265T208

19464(-9.1%)

Value:

$765.7M(-23.4%)

Floor & Decor Holdings, Inc.

FND|339750101

8924(-8.9%)

Value:

$718.1M(-26.5%)

Autodesk, Inc.

ADSK|052769106

2455(-52.5%)

Value:

$642.8M(-58.0%)

78468R663

5242

Value:

$480.8M

NetEase, Inc.

NTES|64110W102

4321(-8.4%)

Value:

$444.7M(+5.6%)

Pure Storage, Inc.

PSTG|74624M102

9597(-9.8%)

Value:

$424.9M(-35.0%)

TETRA TECH INC

TTEK|88162G103

14061(-67.4%)

Value:

$411.3M(-76.1%)

NIKE, Inc.

NKE|654106103

6209(-54.4%)

Value:

$394.2M(-61.7%)

464287648

IWO|464287648

1528

Value:

$390.5M

MANHATTAN ASSOCIATES INC

MANH|562750109

2226

Value:

$385.2M

COMFORT SYSTEMS USA INC

FIX|199908104

1166

Value:

$375.8M

Wingstop Inc.

WING|974155103

1476

Value:

$333.0M

PayPal Holdings, Inc.

PYPL|70450Y103

4943(-33.6%)

Value:

$322.5M(-49.2%)

464287572

2474(-63.1%)

Value:

$305.6M(-54.8%)

Karooooo Ltd.

KARO|Y4600W108

6899(-48.0%)

Value:

$293.5M(-51.0%)

Cellebrite DI Ltd.

CLBT|M2197Q107

14849(+47.1%)

Value:

$288.5M(+29.7%)

Instrument	Shares		Other Manager	Value
Bowman Consulting Group Ltd.(BWMNcusip103002101)	35.4K	QoQ -9.11% (-3.6K) YoY -36.57% (-20.4K)	All Managers (Combined)	$773.2K	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ +29.73% (+$66.1K) YoY NEW(+$288.5K)