Polen Capital Incresed Positions in Q4 2024

Polen Capital Management LLC

  • $37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
805K
+ 164.39%
$727.2 - $932.06 $586M - $751M
1.3M $1B
ORCL
Oracle Corp

Technology
1.96M
+ 22.31%
$165.41 - $192.43 $324M - $376M
10.7M $1.79B
IWF
Ishares Russell 1000 Gr ETF

ETFs
341K
+ 210.48%
$370.24 - $418.94 $126M - $143M
504K $202M
ACWI
Ishares Msci Acwi ETF

ETFs
227K
+ 248.76%
$117.05 - $123.03 $26.5M - $27.9M
318K $37.3M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
341K
+ 863.2%
$52.1 - $57.26 $17.8M - $19.5M
380K $19.8M
VUG
Vanguard Growth ETF

ETFs
25.2K
+ 182.66%
$378.79 - $428.11 $9.56M - $10.8M
39K $16M
GLOB
Globant S.A.

Technology
1.55K
+ 0.24%
$193.45 - $236.83 $299K - $366K
635K $136M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.68K
+ 412.02%
$567.81 - $607.81 $4.36M - $4.67M
9.54K $5.59M
BROS
Dutch Bros Inc.

Consumer Cyclical
60.8K
+ 137.39%
$30.72 - $55.82 $1.87M - $3.39M
105K $5.5M
TREX
Trex CO Inc

Industrials
51.1K
+ 984.37%
$62.94 - $79.88 $3.21M - $4.08M
56.3K $3.88M
VT
Vanguard Total World Stk Index

ETFs
22.8K
+ 566.85%
$117.09 - $123.07 $2.67M - $2.8M
26.8K $3.15M
PCTY
Paylocity Holding Corp

Technology
5.36K
+ 22.96%
$162.14 - $213.79 $869K - $1.15M
28.7K $5.72M
NSIT
Insight Enterprises Inc

Technology
20.1K
+ 93.99%
$149.61 - $224.73 $3M - $4.51M
41.4K $6.3M
AIT
Applied Industrial Technologies Inc

Industrials
2.35K
+ 14.51%
$220.05 - $280.49 $518K - $660K
18.6K $4.44M
FSV
First Service Corp

Real Estate
4.63K
+ 16.47%
$176.17 - $197.05 $816K - $913K
32.8K $5.93M
SITE
Site One Landscape Supply, Inc.

Industrials
7.85K
+ 48.16%
$131.3 - $156.31 $1.03M - $1.23M
24.1K $3.18M
POOL
Pool Corp

Industrials
2.29K
+ 62.36%
$339.32 - $390.03 $777K - $893K
5.96K $2.03M
TTEK
Tetra Tech Inc

Industrials
20K
+ 86.65%
$39.8 - $50.52 $798K - $1.01M
43.2K $1.72M
RGEN
Repligen Corp

Healthcare
5.17K
+ 14.62%
$123.41 - $160.92 $638K - $832K
40.6K $5.84M
MEDP
Medpace Holdings, Inc.

Healthcare
1.26K
+ 8.41%
$308.93 - $363.58 $389K - $458K
16.2K $5.39M
BAH
Booz Allen Hamilton Holding Corp

Industrials
4.18K
+ 88.48%
$128.36 - $186.0 $536K - $777K
8.9K $1.15M
KARO
Karooooo Ltd.

Technology
2.64K
+ 24.82%
$37.0 - $49.59 $97.6K - $131K
13.3K $599K
KNSL
Kinsale Capital Group, Inc.

Financial Services
336
+ 8.04%
$424.05 - $524.22 $142K - $176K
4.52K $2.1M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
2.53K
+ 34.87%
$97.45 - $121.28 $247K - $307K
9.8K $977K
BLD
Top Build Corp

Industrials
1.15K
+ 28.1%
$308.96 - $414.77 $354K - $475K
5.22K $1.63M
ZTS
Zoetis Inc.

Healthcare
1.12M
+ 17.54%
$162.24 - $194.42 $181M - $217M
7.48M $1.22B
Activity Summary
Buys All Purchases 42 New Holdings 15 Increased Positions 27 Sells All Sells 90 Reductions 81 Sold out 9 Options Calls 0 Puts 0
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