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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
HLIHoulihan Lokey Inc
Recent Activity
Decreased -17.07%
0.03%
$10.795M
68,311 shares@ $158.03 avg price
LVSLas Vegas Sands Corp
Recent Activity
Increased 3.35%
0.03%
$10.216M
202,934 shares@ $50.35 avg price
RVLVRevolve Group Inc
Recent Activity
Decreased -21.32%
0.03%
$9.982M
402,820 shares@ $24.79 avg price
CRMSalesforce Inc
Recent Activity
Decreased -99.46%
0.03%
$9.774M
35,710 shares@ $273.72 avg price
YUMCYum China Hldgs Inc
Recent Activity
Increased 4.72%
0.03%
$9.493M
210,855 shares@ $45.02 avg price
GSHDGoosehead Ins Inc
Recent Activity
Decreased -17.97%
0.03%
$9.453M
105,858 shares@ $89.3 avg price
HLNEHamilton Lane Inc
Recent Activity
Decreased -28.62%
0.03%
$9.401M
55,830 shares@ $168.39 avg price
GNRCGenerac Hldgs Inc
Recent Activity
Decreased -18.43%
0.03%
$9.199M
57,902 shares@ $158.88 avg price
CCCSCcc Intelligent Solutions Hl
Recent Activity
Decreased -6.79%
0.03%
$8.798M
796,190 shares@ $11.05 avg price
CWANClearwater Analytics Hldgs I
Recent Activity
Decreased -40.72%
0.03%
$8.559M
338,954 shares@ $25.26 avg price