Polen Capital Sells in Q2 2024

Polen Capital Management LLC

  • $39.9 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
ETSY
Etsy Inc

Consumer Cyclical
-5.31K
- 13.9%
$57.67 - $69.74 $306K - $371K
32.9K $1.94M
TREX
Trex CO Inc

Industrials
-5.19K
- 49.09%
$74.12 - $97.97 $384K - $508K
5.38K $398K
MPWR
Monolithic Power Systems Inc

Technology
-1.45K
- 37.26%
$591.52 - $852.56 $858K - $1.24M
2.44K $2.01M
MORN
Morningstar, Inc.

Financial Services
-1.27K
- 13.58%
$282.65 - $315.06 $358K - $399K
8.06K $2.39M
BWMN
Bowman Consulting Group Ltd.

Industrials
-9.69K
- 17.36%
$29.69 - $33.47 $288K - $324K
46.1K $1.47M
AZPN
Aspen Technology, Inc.

Technology
-1.56K
- 13.63%
$188.77 - $221.94 $294K - $345K
9.85K $1.96M
CRL
Charles River Laboratories International, Inc.

Healthcare
-345
- 5.69%
$206.39 - $268.73 $71.2K - $92.7K
5.72K $1.18M
HLI
Houlihan Lokey, Inc.

Financial Services
-7.65K
- 8.49%
$122.38 - $136.8 $936K - $1.05M
82.4K $11.1M
CPA
Copa Holdings, S.A.

Industrials
-2.81K
- 20.07%
$93.38 - $109.84 $262K - $308K
11.2K $1.06M
MKTX
Marketaxess Holdings Inc

Financial Services
-81
- 0.99%
$194.05 - $226.5 $15.7K - $18.3K
8.08K $1.62M
SITM
Sitime Corp

Technology
-15.5K
- 25.19%
$73.44 - $130.87 $1.14M - $2.03M
46.1K $5.73M
Skillsoft Corp
-5.08K
- 6.49%
N/A
73.1K $0
GNRC
Generac Holdings Inc.

Industrials
-3.09K
- 4.17%
$127.41 - $154.23 $393K - $476K
71K $9.39M
TYL
Tyler Technologies Inc

Technology
-189
- 5.73%
$399.22 - $502.78 $75.5K - $95K
3.11K $1.56M
KB
Kb Financial Group Inc.

Financial Services
-2.9K
- 3.57%
$45.69 - $59.7 $133K - $173K
78.3K $4.43M
MELI
Mercadolibre Inc

Consumer Cyclical
-2.24K
- 6.73%
$1356.43 - $1787.73 $3.04M - $4M
31K $51M
WRBY
Warby Parker Inc.

Healthcare
-15.7K
- 3.26%
$11.74 - $17.71 $184K - $277K
464K $7.45M
UL
Unilever PLC

Consumer Defensive
-113
- 0.02%
$46.47 - $56.38 $5.25K - $6.37K
501K $27.5M
ASML
Asml Holding Nv

Technology
-41
- 0.08%
$852.84 - $1068.86 $35K - $43.8K
51.1K $52.2M
SAP
Sap Se

Technology
-20.2K
- 1.58%
$175.77 - $201.71 $3.55M - $4.07M
1.25M $253M
LLY
Eli Lilly & CO

Healthcare
-37.7K
- 6.45%
$724.87 - $909.04 $27.4M - $34.3M
547K $495M
ADBE
Adobe Inc.

Technology
-171K
- 6.03%
$439.02 - $555.54 $75M - $95M
2.67M $1.48B
GOOGL
Alphabet Inc.

Communication Services
-41K
- 1.92%
$150.53 - $185.41 $6.17M - $7.6M
2.09M $381M
NVO
Novo Nordisk A S

Healthcare
-321K
- 4.13%
$122.71 - $146.91 $39.4M - $47.1M
7.45M $1.06B
GOOG
Alphabet Inc.

Communication Services
-1.4M
- 7.72%
$151.94 - $186.86 $212M - $261M
16.7M $3.06B
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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