Polen Capital Management / Lauren Walsh

@Polen Capital Management Llc

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$38.739B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
LVSLas Vegas Sands Corp Recent Activity Increased 3.35%	0.03%	$10.216M 202,934 shares@ $50.35 avg price	Increased 3.35%
YUMCYum China Hldgs Inc Recent Activity Increased 4.72%	0.03%	$9.493M 210,855 shares@ $45.02 avg price	Increased 4.72%
DLODlocal Ltd Recent Activity Increased 3.52%	0.03%	$7.898M 987,283 shares@ $8.0 avg price	Increased 3.52%
PGNYProgyny Inc Recent Activity Increased 3.98%	0.02%	$6.069M 362,120 shares@ $16.76 avg price	Increased 3.98%
RGENRepligen Corp Recent Activity Increased 142.82%	0.02%	$5.266M 35,383 shares@ $148.82 avg price	Increased 142.82%
IBPInstalled Bldg Prods Inc Recent Activity Increased 37.2%	0.02%	$4.424M 17,963 shares@ $246.27 avg price	Increased 37.2%
AITApplied Indl Technologies In Recent Activity Increased 113.36%	0.01%	$3.616M 16,204 shares@ $223.13 avg price	Increased 113.36%
IWMIshares Tr Recent Activity Increased 35.33%	0.01%	$2.956M 13,381 shares@ $220.9 avg price	Increased 35.33%
ROADConstruction Partners Inc Recent Activity Increased 37.23%	0.01%	$2.45M 35,094 shares@ $69.81 avg price	Increased 37.23%
ACWXIshares Tr Recent Activity Increased 0.28%	0.01%	$2.259M 39,480 shares@ $57.22 avg price	Increased 0.28%