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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
ITGartner Inc
Recent Activity
Decreased -10.98%
1.93%
$744.628M
1.469M shares@ $506.77 avg price
PAYCPaycom Software Inc
Recent Activity
Increased 57.01%
1.51%
$584.81M
3.511M shares@ $166.57 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -10.43%
1.13%
$434.07M
489,955 shares@ $885.94 avg price
ICLRIcon Plc
Recent Activity
Decreased -2.88%
0.79%
$302.759M
1.054M shares@ $287.31 avg price
AONAon Plc
Recent Activity
Decreased -4.93%
0.7%
$270.387M
781,489 shares@ $345.99 avg price
SAPSap Se
Recent Activity
Decreased -15.15%
0.63%
$243.857M
1.064M shares@ $229.1 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -39.15%
0.55%
$211.347M
1.274M shares@ $165.86 avg price
GLOBGlobant S A
Recent Activity
Increased 32.61%
0.33%
$125.418M
632,979 shares@ $198.14 avg price
MDTMedtronic Plc
Recent Activity
Decreased -2.56%
0.24%
$92.103M
1.023M shares@ $90.04 avg price
MELIMercadolibre Inc
Recent Activity
Increased 25.7%
0.21%
$80.058M
39,015 shares@ $2051.97 avg price