Polen Capital Sells in Q2 2024

Polen Capital Management LLC

  • $39.9 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
ADSK
Autodesk, Inc.

Technology
-4.9M
- 99.15%
$199.93 - $259.44 $979M - $1.27B
42.1K $10.4M
NFLX
Netflix Inc

Communication Services
-1.72M
- 44.8%
$550.64 - $686.12 $947M - $1.18B
2.12M $1.43B
AMZN
Amazon Com Inc

Consumer Cyclical
-4.79M
- 13.91%
$173.67 - $197.85 $831M - $947M
29.6M $5.72B
ALGN
Align Technology Inc

Healthcare
-1.2M
- 98.35%
$235.23 - $330.25 $281M - $395M
20K $4.83M
CRM
Salesforce, Inc.

Technology
-240K
- 3.45%
$218.01 - $304.74 $52.3M - $73.2M
6.71M $1.73B
ACN
Accenture PLC

Technology
-295K
- 6.38%
$281.76 - $339.17 $83.2M - $100M
4.33M $1.31B
MA
Mastercard Inc

Financial Services
-230K
- 5.14%
$441.1 - $479.43 $101M - $110M
4.24M $1.87B
ABT
Abbott Laboratories

Healthcare
-835K
- 5.18%
$100.73 - $112.44 $84.2M - $93.9M
15.3M $1.59B
V
Visa Inc.

Financial Services
-395K
- 4.71%
$262.47 - $281.5 $104M - $111M
8M $2.1B
WDAY
Workday, Inc.

Technology
-253K
- 6.88%
$207.08 - $272.44 $52.4M - $69M
3.43M $767M
NKE
Nike, Inc.

Consumer Cyclical
-504K
- 5.32%
$75.37 - $97.18 $38M - $49M
8.97M $676M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-157K
- 4.81%
$541.52 - $599.02 $85M - $94M
3.1M $1.72B
IT
Gartner Inc

Technology
-98K
- 5.61%
$412.59 - $477.44 $40.4M - $46.8M
1.65M $741M
NOW
Service Now, Inc.

Technology
-180K
- 6.76%
$643.29 - $786.67 $116M - $142M
2.48M $1.95B
MSFT
Microsoft Corp

Technology
-680K
- 7.03%
$389.33 - $452.85 $265M - $308M
8.99M $4.02B
UNH
Unitedhealth Group Inc

Healthcare
-145K
- 6.05%
$439.2 - $524.63 $63.6M - $75.9M
2.25M $1.15B
AON
Aon PLC

Financial Services
-8.08K
- 0.97%
$275.82 - $329.64 $2.23M - $2.66M
822K $241M
ICLR
Icon PLC

Healthcare
-13.2K
- 1.2%
$288.23 - $331.73 $3.79M - $4.36M
1.09M $340M
GLOB
Globant S.A.

Technology
-21.2K
- 4.26%
$152.98 - $201.7 $3.25M - $4.28M
477K $85.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-158K
- 63.23%
$91.42 - $91.82 $14.4M - $14.5M
91.9K $8.43M
DLO
D Local LTD

Technology
-326K
- 25.49%
$7.48 - $16.62 $2.44M - $5.42M
954K $7.72M
MDT
Medtronic PLC

Healthcare
-15.6K
- 1.47%
$78.71 - $87.02 $1.23M - $1.36M
1.05M $82.6M
TME
Tencent Music Entertainment Group

Communication Services
-1.16M
- 43.49%
$11.12 - $15.49 $12.9M - $17.9M
1.5M $21.1M
ADP
Automatic Data Processing Inc

Industrials
-10.1K
- 2.01%
$237.3 - $254.02 $2.4M - $2.57M
492K $117M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-106K
- 34.43%
$30.84 - $40.19 $3.26M - $4.25M
201K $6.21M
ALIT
Alight, Inc.

Technology
-279K
- 21.64%
$7.19 - $9.65 $2M - $2.69M
1.01M $7.44M
EPAM
Epam Systems, Inc.

Technology
-9.93K
- 27.81%
$170.25 - $274.17 $1.69M - $2.72M
25.8K $4.85M
PGNY
Progyny, Inc.

Healthcare
-29.7K
- 7.85%
$25.34 - $36.51 $751K - $1.08M
348K $9.96M
RH
Rh

Consumer Cyclical
-8.04K
- 49.24%
$214.92 - $334.75 $1.73M - $2.69M
8.28K $2.02M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-35.6K
- 15.34%
$43.25 - $53.96 $1.54M - $1.92M
196K $8.69M
RVLV
Revolve Group, Inc.

Consumer Cyclical
-8.48K
- 1.63%
$15.33 - $22.76 $130K - $193K
512K $8.15M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-36.7K
- 74.19%
$58.03 - $67.92 $2.13M - $2.49M
12.8K $741K
APPF
Appfolio Inc

Technology
-8.6K
- 32.51%
$208.5 - $249.87 $1.79M - $2.15M
17.9K $4.37M
DAVA
Endava PLC

Technology
-51.4K
- 73.08%
$24.7 - $37.68 $1.27M - $1.94M
18.9K $553K
BL
Blackline, Inc.

Technology
-4.76K
- 4.37%
$44.06 - $68.61 $210K - $326K
104K $5.04M
FIVE
Five Below, Inc

Consumer Cyclical
-1.85K
- 8.16%
$108.97 - $178.88 $201K - $330K
20.8K $2.26M
EEFT
Euronet Worldwide, Inc.

Technology
-11.3K
- 14.84%
$101.22 - $116.58 $1.14M - $1.31M
64.7K $6.7M
SITE
Site One Landscape Supply, Inc.

Industrials
-3.73K
- 17.9%
$121.41 - $180.35 $453K - $673K
17.1K $2.08M
DOCS
Doximity, Inc.

Healthcare
-61.3K
- 36.75%
$22.99 - $29.87 $1.41M - $1.83M
106K $2.95M
QLYS
Qualys, Inc.

Technology
-5.07K
- 16.54%
$132.78 - $172.11 $673K - $872K
25.6K $3.65M
FSV
First Service Corp

Real Estate
-6.08K
- 16.94%
$141.83 - $164.87 $862K - $1M
29.8K $4.54M
GSHD
Goosehead Insurance, Inc.

Financial Services
-2.95K
- 2.23%
$53.16 - $68.87 $157K - $203K
129K $7.41M
CNM
Core & Main, Inc.

Industrials
-1.02K
- 0.63%
$47.19 - $62.03 $47.9K - $63K
159K $7.78M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-8.02K
- 51.23%
$99.41 - $126.69 $797K - $1.02M
7.64K $758K
DT
Dynatrace, Inc.

Technology
-22.8K
- 30.83%
$43.26 - $48.47 $985K - $1.1M
51.1K $2.29M
LGIH
Lgi Homes, Inc.

Consumer Cyclical
-4.31K
- 17.65%
$88.09 - $114.44 $380K - $493K
20.1K $1.8M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
-13.5K
- 14.38%
$38.89 - $52.18 $526K - $706K
80.5K $3.88M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-17.3K
- 12.57%
$34.39 - $43.75 $596K - $759K
121K $4.6M
HLNE
Hamilton Lane Inc

Financial Services
-13.7K
- 14.9%
$109.65 - $130.0 $1.5M - $1.78M
78.2K $9.67M
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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