Polen Capital Purchases in Q2 2024

Polen Capital Management LLC

  • $39.9 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SHOP
Shopify Inc.

Technology
13.9M
+ 1672.17%
$56.97 - $78.19 $791M - $1.09B
14.7M $972M
MSCI
Msci Inc.

Financial Services
1.51M
+ 1113.07%
$446.0 - $554.83 $675M - $840M
1.65M $795M
IWF
Ishares Russell 1000 Gr ETF

ETFs
222K
+ 292.95%
$316.15 - $367.33 $70.2M - $81.6M
298K $109M
ZTS
Zoetis Inc.

Healthcare
40.9K
+ 0.58%
$145.54 - $178.83 $5.96M - $7.32M
7.05M $1.22B
ACWI
Ishares Msci Acwi ETF

ETFs
158K
+ 909.17%
$104.54 - $112.83 $16.5M - $17.9M
176K $19.7M
PAYC
Paycom Software, Inc.

Technology
716K
+ 47.09%
$140.99 - $207.82 $101M - $149M
2.24M $320M
HDB
Hdfc Bank LTD

Financial Services
143K
+ 20.11%
$55.33 - $65.06 $7.91M - $9.3M
853K $54.9M
PDD
Pinduoduo Inc.

Consumer Cyclical
54.9K
New
$113.43 - $157.57 $6.22M - $8.65M
54.9K $7.3M
OPCH
Option Care Health, Inc.

Healthcare
154K
New
$27.7 - $32.79 $4.25M - $5.03M
154K $4.25M
AAON
Aaon, Inc.

Industrials
34.9K
New
$71.99 - $94.47 $2.51M - $3.3M
34.9K $3.04M
IBP
Installed Building Products, Inc.

Consumer Cyclical
13.1K
New
$196.45 - $259.46 $2.57M - $3.4M
13.1K $2.69M
CATH
Global X Fds Global X S&P 500

ETFs
40.1K
+ 255.7%
$60.01 - $66.14 $2.41M - $2.65M
55.8K $3.65M
RGEN
Repligen Corp

Healthcare
14.6K
New
$120.0 - $182.95 $1.75M - $2.67M
14.6K $1.84M
AIT
Applied Industrial Technologies Inc

Industrials
7.6K
New
$178.94 - $201.08 $1.36M - $1.53M
7.6K $1.47M
ROAD
Construction Partners, Inc.

Industrials
25.6K
New
$50.03 - $61.44 $1.28M - $1.57M
25.6K $1.41M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
12.8K
New
$68.45 - $98.41 $876K - $1.26M
12.8K $1.26M
IWM
Ishares Russell 2000 ETF

ETFs
4.85K
+ 96.19%
$192.84 - $209.44 $935K - $1.02M
9.89K $2.01M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
25.4K
+ 4.64%
$15.78 - $20.2 $400K - $512K
572K $10.6M
KNSL
Kinsale Capital Group, Inc.

Financial Services
2.32K
New
$358.0 - $512.65 $829K - $1.19M
2.32K $891K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.86K
+ 197.38%
$100.29 - $100.75 $688K - $691K
10.3K $1.04M
TTEK
Tetra Tech Inc

Industrials
3.31K
New
$184.08 - $220.4 $609K - $729K
3.31K $676K
ELY
Callaway Golf CO

Consumer Cyclical
24.3K
+ 18.91%
N/A
153K $2.88M
META
Meta Platforms, Inc.

Communication Services
808
New
$430.17 - $527.34 $348K - $426K
808 $407K
EXLS
Exl Service Holdings, Inc.

Technology
16.7K
+ 5.37%
$29.0 - $31.36 $484K - $523K
327K $10.3M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.27K
+ 3.82%
$81.38 - $94.58 $103K - $120K
34.5K $3.24M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
6.22K
+ 18.75%
$51.16 - $55.11 $318K - $343K
39.4K $2.09M
MEDP
Medpace Holdings, Inc.

Healthcare
382
+ 2.25%
$372.0 - $424.34 $142K - $162K
17.3K $7.14M
FCX
Freeport Mcmoran Inc

Basic Materials
9
+ 0.09%
$47.26 - $54.86 $425 - $494
10.4K $506K
KKS.F
Joint Stock Company Kaspi.Kz

Technology
9.69K
New
N/A
9.69K $0
POOL
Pool Corp

Industrials
189
+ 5.73%
$307.33 - $401.3 $58.1K - $75.8K
3.49K $1.07M
AMN
Amn Healthcare Services Inc

Healthcare
3.03K
+ 5.16%
$51.23 - $62.36 $155K - $189K
61.8K $3.17M
ALRM
Alarm.Com Holdings, Inc.

Technology
2.74K
+ 2.19%
$60.91 - $71.16 $167K - $195K
128K $8.14M
Activity Summary
Buys All Purchases 33 New Holdings 12 Increased Positions 21 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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