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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
IWFIshares Tr
Recent Activity
Decreased -45.53%
0.16%
$60.889M
162,206 shares@ $375.39 avg price
ASMLAsml Holding N V
Recent Activity
Increased 31.76%
0.15%
$56.063M
67,283 shares@ $833.25 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -59.72%
0.15%
$54.835M
198,152 shares@ $276.74 avg price
HDBHdfc Bank Ltd
Recent Activity
Decreased -1.68%
0.14%
$52.49M
839,039 shares@ $62.57 avg price
TMETencent Music Entmt Group
Recent Activity
Increased 2.34%
0.05%
$18.556M
1.54M shares@ $12.06 avg price
ULUnilever Plc
Recent Activity
Decreased -48.51%
0.05%
$16.747M
257,804 shares@ $64.96 avg price
ONONOn Hldg Ag
Recent Activity
New Position
0.04%
$14.82M
295,518 shares@ $50.15 avg price
PDDPdd Holdings Inc
Recent Activity
Increased 71.39%
0.04%
$12.679M
94,050 shares@ $134.82 avg price
EXLSExlservice Holdings Inc
Recent Activity
Decreased -0.38%
0.04%
$12.431M
325,845 shares@ $38.15 avg price
ACWIIshares Tr
Recent Activity
Decreased -48.13%
0.03%
$10.894M
91,122 shares@ $119.55 avg price