Polen Capital Purchases in Q3 2024

Polen Capital Management LLC

  • $38.7 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
6.74M
New
$207.23 - $234.82 $1.4B - $1.58B
6.74M $1.57B
ORCL
Oracle Corp

Technology
8.77M
New
$125.9 - $170.35 $1.1B - $1.49B
8.77M $1.49B
SHOP
Shopify Inc.

Technology
4.25M
+ 28.84%
$52.26 - $80.75 $222M - $343M
19M $1.52B
MSCI
Msci Inc.

Financial Services
578K
+ 35.01%
$479.31 - $584.91 $277M - $338M
2.23M $1.3B
WDAY
Workday, Inc.

Technology
1.37M
+ 40.06%
$207.75 - $264.68 $285M - $364M
4.8M $1.17B
PAYC
Paycom Software, Inc.

Technology
1.27M
+ 57.01%
$140.16 - $173.86 $179M - $222M
3.51M $585M
ADBE
Adobe Inc.

Technology
646K
+ 24.26%
$508.13 - $586.55 $328M - $379M
3.31M $1.71B
GLOB
Globant S.A.

Technology
156K
+ 32.61%
$176.29 - $207.07 $27.4M - $32.2M
633K $125M
MELI
Mercadolibre Inc

Consumer Cyclical
7.98K
+ 25.69%
$1591.44 - $2140.1 $12.7M - $17.1M
39K $80M
ONON
On Holding Ag

Consumer Cyclical
296K
New
$36.63 - $51.57 $10.8M - $15.2M
296K $14.8M
IVV
Ishares Core S&P 500 ETF

ETFs
10.7K
New
$520.18 - $576.82 $5.59M - $6.2M
10.7K $6.2M
PDD
Pinduoduo Inc.

Consumer Cyclical
39.2K
+ 71.39%
$89.17 - $151.11 $3.49M - $5.92M
94.1K $12.7M
VUG
Vanguard Growth ETF

ETFs
13.8K
New
$341.08 - $391.94 $4.71M - $5.41M
13.8K $5.3M
NSIT
Insight Enterprises Inc

Technology
21.4K
New
$180.0 - $225.24 $3.84M - $4.81M
21.4K $4.6M
PCTY
Paylocity Holding Corp

Technology
23.3K
New
$132.0 - $165.41 $3.08M - $3.86M
23.3K $3.85M
ASML
Asml Holding Nv

Technology
16.2K
+ 31.75%
$749.82 - $1098.95 $12.2M - $17.8M
67.3K $56.1M
NVEE
Nv5 Global, Inc.

Industrials
40.8K
New
$89.07 - $103.63 $3.63M - $4.23M
40.8K $3.81M
RGEN
Repligen Corp

Healthcare
20.8K
+ 142.81%
$119.79 - $167.35 $2.49M - $3.48M
35.4K $5.27M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
9.49K
+ 4.71%
$29.24 - $45.37 $277K - $431K
211K $9.49M
RMBS
Rambus Inc

Technology
56.2K
New
$37.86 - $66.26 $2.13M - $3.72M
56.2K $2.37M
AIT
Applied Industrial Technologies Inc

Industrials
8.61K
+ 113.35%
$183.8 - $224.77 $1.58M - $1.94M
16.2K $3.62M
IBP
Installed Building Products, Inc.

Consumer Cyclical
4.87K
+ 37.2%
$198.8 - $270.35 $968K - $1.32M
18K $4.42M
BLD
Top Build Corp

Industrials
4.08K
New
$360.4 - $479.09 $1.47M - $1.95M
4.08K $1.66M
LVS
Las Vegas Sands Corp

Consumer Cyclical
6.56K
+ 3.34%
$37.86 - $51.12 $248K - $335K
203K $10.2M
BROS
Dutch Bros Inc.

Consumer Cyclical
44.2K
New
$29.1 - $42.81 $1.29M - $1.89M
44.2K $1.42M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.86K
New
$517.38 - $573.86 $964K - $1.07M
1.86K $1.07M
KNSL
Kinsale Capital Group, Inc.

Financial Services
1.87K
+ 80.6%
$370.41 - $491.09 $691K - $916K
4.18K $1.95M
ROAD
Construction Partners, Inc.

Industrials
9.52K
+ 37.23%
$53.22 - $76.29 $507K - $726K
35.1K $2.45M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
26.3K
New
$36.06 - $37.66 $948K - $990K
26.3K $990K
IWM
Ishares Russell 2000 ETF

ETFs
3.49K
+ 35.33%
$200.87 - $224.6 $702K - $785K
13.4K $2.96M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
8.19K
+ 79.27%
$100.3 - $100.74 $822K - $825K
18.5K $1.87M
BAH
Booz Allen Hamilton Holding Corp

Industrials
4.72K
New
$138.82 - $162.76 $656K - $769K
4.72K $768K
MKTX
Marketaxess Holdings Inc

Financial Services
585
+ 7.24%
$193.39 - $261.08 $113K - $153K
8.67K $2.22M
VT
Vanguard Total World Stk Index

ETFs
4.02K
New
$107.72 - $119.96 $433K - $482K
4.02K $480K
KARO
Karooooo Ltd.

Technology
10.6K
New
$28.8 - $41.23 $306K - $438K
10.6K $421K
TTEK
Tetra Tech Inc

Industrials
19.8K
+ 598.82%
$45.59 - $237.74 $903K - $4.71M
23.1K $1.09M
POOL
Pool Corp

Industrials
187
+ 5.37%
$296.17 - $376.8 $55.4K - $70.5K
3.67K $1.38M
DLO
D Local LTD

Technology
33.6K
+ 3.52%
$6.91 - $8.98 $232K - $301K
987K $7.91M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
109
+ 0.28%
$50.99 - $57.81 $5.56K - $6.3K
39.5K $2.26M
NTES
Net Ease, Inc.

Communication Services
1.27K
+ 31.7%
$76.41 - $96.46 $96.9K - $122K
5.27K $492K
TME
Tencent Music Entertainment Group

Communication Services
35.1K
+ 2.33%
$9.46 - $15.28 $332K - $537K
1.54M $18.6M
PGNY
Progyny, Inc.

Healthcare
13.8K
+ 3.97%
$16.46 - $30.0 $228K - $415K
362K $6.07M
Activity Summary
Buys All Purchases 43 New Holdings 17 Increased Positions 26 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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