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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
AAPLApple Inc
Recent Activity
New Position
4.06%
$1.57B
6.736M shares@ $233.0 avg price
ORCLOracle Corp
Recent Activity
New Position
3.86%
$1.494B
8.768M shares@ $170.4 avg price
ONONOn Hldg Ag
Recent Activity
New Position
0.04%
$14.82M
295,518 shares@ $50.15 avg price
ELFE L F Beauty Inc
Recent Activity
New Position
0.02%
$6.992M
64,126 shares@ $109.04 avg price
IVVIshares Tr
Recent Activity
New Position
0.02%
$6.199M
10,746 shares@ $576.83 avg price
VUGVanguard Index Fds
Recent Activity
New Position
0.02%
$5.304M
13,814 shares@ $383.93 avg price
NSITInsight Enterprises Inc
Recent Activity
New Position
0.02%
$4.6M
21,357 shares@ $215.4 avg price
PCTYPaylocity Hldg Corp
Recent Activity
New Position
0.01%
$3.849M
23,332 shares@ $164.97 avg price
NVEENv5 Global Inc
Recent Activity
New Position
0.01%
$3.815M
40,808 shares@ $93.48 avg price
RMBSRambus Inc Del
Recent Activity
New Position
0.01%
$2.371M
56,150 shares@ $42.22 avg price