Polen Capital Sells in Q3 2024

Polen Capital Management LLC

  • $38.7 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
-6.68M
- 99.47%
$238.42 - $276.53 $1.59B - $1.85B
35.7K $9.77M
MSFT
Microsoft Corp

Technology
-1.97M
- 21.96%
$395.15 - $467.56 $780M - $923M
7.01M $3.02B
AMZN
Amazon Com Inc

Consumer Cyclical
-3.88M
- 13.09%
$161.02 - $200.0 $625M - $776M
25.7M $4.8B
GOOG
Alphabet Inc.

Communication Services
-3.86M
- 23.15%
$149.54 - $192.66 $578M - $744M
12.8M $2.14B
NKE
Nike, Inc.

Consumer Cyclical
-8.95M
- 99.83%
$71.09 - $89.44 $636M - $801M
15.2K $1.35M
ABNB
Airbnb, Inc.

Consumer Cyclical
-991K
- 9.74%
$113.01 - $154.34 $112M - $153M
9.18M $1.16B
NVO
Novo Nordisk A S

Healthcare
-593K
- 7.97%
$119.07 - $145.42 $70.6M - $86.3M
6.85M $816M
GOOGL
Alphabet Inc.

Communication Services
-820K
- 39.15%
$148.65 - $191.18 $122M - $157M
1.27M $211M
V
Visa Inc.

Financial Services
-740K
- 9.25%
$253.74 - $291.56 $188M - $216M
7.26M $2B
NFLX
Netflix Inc

Communication Services
-211K
- 9.98%
$598.55 - $722.26 $127M - $153M
1.91M $1.35B
LLY
Eli Lilly & CO

Healthcare
-57.1K
- 10.44%
$772.14 - $960.02 $44.1M - $54.8M
490K $434M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-136K
- 45.53%
$332.02 - $382.76 $45M - $51.9M
162K $60.9M
ICLR
Icon PLC

Healthcare
-31.3K
- 2.88%
$280.48 - $346.2 $8.78M - $10.8M
1.05M $303M
UL
Unilever PLC

Consumer Defensive
-243K
- 48.51%
$54.7 - $65.59 $13.3M - $15.9M
258K $16.7M
SAP
Sap Se

Technology
-190K
- 15.15%
$197.21 - $231.0 $37.5M - $43.9M
1.06M $244M
ACWI
Ishares Msci Acwi ETF

ETFs
-84.6K
- 48.13%
$107.24 - $119.84 $9.07M - $10.1M
91.1K $10.9M
ADSK
Autodesk, Inc.

Technology
-34.9K
- 82.81%
$245.83 - $245.83 $8.57M - $8.57M
7.24K $1.78M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-86.8K
- 94.48%
$91.42 - $91.82 $7.94M - $7.97M
5.07K $465K
HDB
Hdfc Bank LTD

Financial Services
-14.4K
- 1.69%
$58.04 - $66.97 $835K - $964K
839K $52.5M
ALGN
Align Technology Inc

Healthcare
-9.79K
- 48.94%
$204.03 - $257.2 $2M - $2.52M
10.2K $2.6M
MEDP
Medpace Holdings, Inc.

Healthcare
-2.38K
- 13.71%
$320.58 - $457.29 $762K - $1.09M
15K $4.99M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-233K
- 40.73%
$17.83 - $25.84 $4.15M - $6.02M
339K $8.56M
FIVE
Five Below, Inc

Consumer Cyclical
-15.8K
- 75.92%
$64.97 - $108.47 $1.03M - $1.71M
5K $442K
ALRM
Alarm.Com Holdings, Inc.

Technology
-9.84K
- 7.68%
$53.5 - $71.19 $526K - $701K
118K $6.47M
ABT
Abbott Laboratories

Healthcare
-1.37M
- 8.94%
$100.07 - $118.13 $137M - $162M
13.9M $1.59B
AMN
Amn Healthcare Services Inc

Healthcare
-17K
- 27.47%
$41.07 - $68.05 $697K - $1.15M
44.8K $1.9M
CNM
Core & Main, Inc.

Industrials
-11.6K
- 7.29%
$38.0 - $54.22 $440K - $629K
147K $6.54M
BL
Blackline, Inc.

Technology
-34.7K
- 33.37%
$43.75 - $55.15 $1.52M - $1.91M
69.3K $3.82M
ELY
Callaway Golf CO

Consumer Cyclical
-57.1K
- 37.32%
N/A
96K $1.8M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
-11.8K
- 14.67%
$35.85 - $53.39 $424K - $631K
68.7K $2.85M
QLYS
Qualys, Inc.

Technology
-5.06K
- 19.81%
$120.88 - $149.14 $612K - $755K
20.5K $2.63M
EPAM
Epam Systems, Inc.

Technology
-5.05K
- 19.6%
$185.58 - $185.58 $938K - $938K
20.7K $3.85M
EEFT
Euronet Worldwide, Inc.

Technology
-4.78K
- 7.39%
$92.68 - $108.63 $443K - $520K
59.9K $5.94M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-58K
- 6.79%
$9.97 - $11.33 $578K - $657K
796K $8.79M
WRBY
Warby Parker Inc.

Healthcare
-49.4K
- 10.66%
$12.79 - $17.23 $632K - $852K
414K $6.77M
ETSY
Etsy Inc

Consumer Cyclical
-8.19K
- 24.87%
$51.5 - $65.47 $422K - $536K
24.7K $1.37M
BWMN
Bowman Consulting Group Ltd.

Industrials
-4.96K
- 10.75%
$21.5 - $35.95 $107K - $178K
41.2K $991K
MORN
Morningstar, Inc.

Financial Services
-1.87K
- 23.16%
$295.85 - $326.31 $553K - $610K
6.2K $1.98M
TECH
Bio Techne Corp

Healthcare
-8.01K
- 22.6%
$70.96 - $82.35 $569K - $660K
27.4K $2.19M
HLI
Houlihan Lokey, Inc.

Financial Services
-14.1K
- 17.07%
$134.11 - $161.99 $1.89M - $2.28M
68.3K $10.8M
DAVA
Endava PLC

Technology
-9.15K
- 48.36%
$25.54 - $33.46 $234K - $306K
9.78K $249K
HLNE
Hamilton Lane Inc

Financial Services
-22.4K
- 28.63%
$123.12 - $168.4 $2.76M - $3.77M
55.8K $9.4M
DT
Dynatrace, Inc.

Technology
-12.3K
- 24.06%
$40.49 - $53.47 $498K - $657K
38.8K $2.07M
GNRC
Generac Holdings Inc.

Industrials
-13.1K
- 18.43%
$133.16 - $159.78 $1.74M - $2.09M
57.9K $9.2M
AZPN
Aspen Technology, Inc.

Technology
-2.37K
- 24.05%
$172.9 - $239.26 $410K - $567K
7.48K $1.79M
TYL
Tyler Technologies Inc

Technology
-713
- 22.93%
$499.52 - $595.46 $356K - $425K
2.4K $1.4M
CPA
Copa Holdings, S.A.

Industrials
-1.54K
- 13.79%
$81.5 - $96.88 $126K - $149K
9.63K $902K
CRL
Charles River Laboratories International, Inc.

Healthcare
-211
- 3.69%
$187.96 - $245.29 $39.7K - $51.8K
5.5K $1.08M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-3.96K
- 30.99%
$57.22 - $80.08 $226K - $317K
8.81K $687K
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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