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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
SHOPShopify Inc
Recent Activity
Increased 28.84%
3.93%
$1.52B
18.968M shares@ $80.14 avg price
ORCLOracle Corp
Recent Activity
New Position
3.86%
$1.494B
8.768M shares@ $170.4 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -9.95%
3.57%
$1.379B
3.902M shares@ $353.49 avg price
NFLXNetflix Inc
Recent Activity
Decreased -9.97%
3.5%
$1.353B
1.908M shares@ $709.27 avg price
MSCIMsci Inc
Recent Activity
Increased 35.02%
3.36%
$1.299B
2.228M shares@ $582.94 avg price
ZTSZoetis Inc
Recent Activity
Decreased -9.64%
3.22%
$1.244B
6.367M shares@ $195.39 avg price
WDAYWorkday Inc
Recent Activity
Increased 40.07%
3.03%
$1.174B
4.803M shares@ $244.42 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -11.23%
3.02%
$1.167B
1.996M shares@ $584.69 avg price
ABNBAirbnb Inc
Recent Activity
Decreased -9.73%
3.01%
$1.164B
9.183M shares@ $126.81 avg price
NVONovo-nordisk A S
Recent Activity
Decreased -7.96%
2.11%
$816.184M
6.855M shares@ $119.07 avg price