Polen Capital New Holdings in Q2 2024

Polen Capital Management LLC

Stock	Shares change	Price Range	Shares Held
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
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
KNSL Kinsale Capital Group, Inc. Financial Services	2.32K New	$358.0 - $512.65 $829K - $1.19M	2.32K $891K
TTEK Tetra Tech Inc Industrials	3.31K New	$184.08 - $220.4 $609K - $729K	3.31K $676K
META Meta Platforms, Inc. Communication Services	808 New	$430.17 - $527.34 $348K - $426K	808 $407K
KKS.F Joint Stock Company Kaspi.Kz Technology	9.69K New	N/A	9.69K $0

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