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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
SITESiteone Landscape Supply Inc
Recent Activity
Decreased -4.78%
0.01%
$2.459M
16,293 shares@ $150.92 avg price
LGIHLgi Homes Inc
Recent Activity
Decreased -3.34%
0.01%
$2.303M
19,430 shares@ $118.53 avg price
TECHBio-techne Corp
Recent Activity
Decreased -22.6%
0.01%
$2.194M
27,443 shares@ $79.94 avg price
DTDynatrace Inc
Recent Activity
Decreased -24.06%
0.01%
$2.074M
38,791 shares@ $53.48 avg price
ADSKAutodesk Inc
Recent Activity
Decreased -82.81%
0.01%
$1.994M
7,239 shares@ $275.48 avg price
MORNMorningstar Inc
Recent Activity
Decreased -23.16%
0.01%
$1.977M
6,196 shares@ $319.13 avg price
AMNAmn Healthcare Svcs Inc
Recent Activity
Decreased -27.46%
0.01%
$1.9M
44,812 shares@ $42.4 avg price
AZPNAspen Technology Inc
Recent Activity
Decreased -24.05%
0.01%
$1.787M
7,483 shares@ $238.82 avg price
TYLTyler Technologies Inc
Recent Activity
Decreased -22.92%
0.01%
$1.399M
2,397 shares@ $583.73 avg price
ETSYEtsy Inc
Recent Activity
Decreased -24.86%
0.01%
$1.374M
24,738 shares@ $55.53 avg price