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Polen Capital Management / Lauren Walsh

@Polen Capital Management Llc

Latest period2024 - Q3ReportedManaged Assets$38.739BTotal holdings118
Assets growth rate-2.8%Assets growth rate (2-Q avg)-5.39%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Polen Capital Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 118 positions.

Assets under management

The assets under management (AUM) of Polen Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 38.739B in assets, with a quarterly growth rate of -2.8% and a 2-quarter average growth rate of -5.39%. The portfolio is managed by Polen Capital Management, Lauren Walsh, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AMZNAmazon Com Inc
Recent Activity
Decreased -13.09%
12.39%
$4.797B
25.745M shares@ $186.34 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -21.95%
7.79%
$3.017B
7.012M shares@ $430.31 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -23.14%
5.54%
$2.144B
12.821M shares@ $167.2 avg price
VVisa Inc
Recent Activity
Decreased -9.25%
5.16%
$1.996B
7.258M shares@ $274.95 avg price
NOWServicenow Inc
Recent Activity
Decreased -10.43%
5.14%
$1.989B
2.224M shares@ $894.39 avg price
MAMastercard Incorporated
Recent Activity
Decreased -9.59%
4.89%
$1.893B
3.833M shares@ $493.81 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -9.51%
4.49%
$1.736B
2.807M shares@ $618.58 avg price
ADBEAdobe Inc
Recent Activity
Increased 24.26%
4.43%
$1.715B
3.312M shares@ $517.78 avg price
ABTAbbott Labs
Recent Activity
Decreased -8.93%
4.11%
$1.589B
13.938M shares@ $114.02 avg price
AAPLApple Inc
Recent Activity
New Position
4.06%
$1.57B
6.736M shares@ $233.0 avg price