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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
FSVFirstservice Corp New
Recent Activity
Decreased -5.53%
0.02%
$5.134M
28,137 shares@ $182.46 avg price
MEDPMedpace Hldgs Inc
Recent Activity
Decreased -13.7%
0.02%
$4.995M
14,964 shares@ $333.81 avg price
KBKb Finl Group Inc
Recent Activity
0.02%
$4.833M
78,267 shares@ $61.75 avg price
YETIYeti Hldgs Inc
Recent Activity
Decreased -6.13%
0.02%
$4.646M
113,236 shares@ $41.04 avg price
NSITInsight Enterprises Inc
Recent Activity
New Position
0.02%
$4.6M
21,357 shares@ $215.4 avg price
OPCHOption Care Health Inc
Recent Activity
Decreased -6.02%
0.02%
$4.516M
144,294 shares@ $31.3 avg price
IBPInstalled Bldg Prods Inc
Recent Activity
Increased 37.2%
0.02%
$4.424M
17,963 shares@ $246.27 avg price
EPAMEpam Sys Inc
Recent Activity
Decreased -19.6%
0.02%
$4.124M
20,722 shares@ $199.04 avg price
PCTYPaylocity Hldg Corp
Recent Activity
New Position
0.01%
$3.849M
23,332 shares@ $164.97 avg price
BLBlackline Inc
Recent Activity
Decreased -33.37%
0.01%
$3.821M
69,297 shares@ $55.15 avg price