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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
ALITAlight Inc
Recent Activity
Exited
0%
$7.444M
1.009M shares@ $7.38 avg price
SITMSitime Corp
Recent Activity
Exited
0%
$5.728M
46,054 shares@ $124.38 avg price
APPFAppfolio Inc
Recent Activity
Exited
0%
$4.367M
17,855 shares@ $244.58 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Exited
0%
$3.24M
34,536 shares@ $93.81 avg price
DOCSDoximity Inc
Recent Activity
Exited
0%
$2.951M
105,500 shares@ $27.97 avg price
RHRh
Recent Activity
Exited
0%
$2.025M
8,283 shares@ $244.46 avg price
MPWRMonolithic Pwr Sys Inc
Recent Activity
Exited
0%
$2.007M
2,442 shares@ $821.69 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Exited
0%
$506,363
10,419 shares@ $48.6 avg price
METAMeta Platforms Inc
Recent Activity
Exited
0%
$407,328
808 shares@ $504.12 avg price