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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
DLODlocal Ltd
Recent Activity
Increased 3.52%
0.03%
$7.898M
987,283 shares@ $8.0 avg price
ELFE L F Beauty Inc
Recent Activity
New Position
0.02%
$6.992M
64,126 shares@ $109.04 avg price
WRBYWarby Parker Inc
Recent Activity
Decreased -10.66%
0.02%
$6.767M
414,405 shares@ $16.33 avg price
CNMCore & Main Inc
Recent Activity
Decreased -7.29%
0.02%
$6.545M
147,407 shares@ $44.4 avg price
ALRMAlarm Com Hldgs Inc
Recent Activity
Decreased -7.67%
0.02%
$6.469M
118,324 shares@ $54.68 avg price
IVVIshares Tr
Recent Activity
New Position
0.02%
$6.199M
10,746 shares@ $576.83 avg price
PGNYProgyny Inc
Recent Activity
Increased 3.98%
0.02%
$6.069M
362,120 shares@ $16.76 avg price
EEFTEuronet Worldwide Inc
Recent Activity
Decreased -7.39%
0.02%
$5.947M
59,928 shares@ $99.24 avg price
VUGVanguard Index Fds
Recent Activity
New Position
0.02%
$5.304M
13,814 shares@ $383.93 avg price
RGENRepligen Corp
Recent Activity
Increased 142.82%
0.02%
$5.266M
35,383 shares@ $148.82 avg price