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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
NVEENv5 Global Inc
Recent Activity
New Position
0.01%
$3.815M
40,808 shares@ $93.48 avg price
CATHGlobal X Fds
Recent Activity
Decreased -1.88%
0.01%
$3.799M
54,750 shares@ $69.4 avg price
AITApplied Indl Technologies In
Recent Activity
Increased 113.36%
0.01%
$3.616M
16,204 shares@ $223.13 avg price
AAONAaon Inc
Recent Activity
Decreased -5.6%
0.01%
$3.551M
32,928 shares@ $107.85 avg price
IWMIshares Tr
Recent Activity
Increased 35.33%
0.01%
$2.956M
13,381 shares@ $220.9 avg price
FOXFFox Factory Hldg Corp
Recent Activity
Decreased -14.67%
0.01%
$2.852M
68,723 shares@ $41.5 avg price
QLYSQualys Inc
Recent Activity
Decreased -19.8%
0.01%
$2.634M
20,504 shares@ $128.47 avg price
ALGNAlign Technology Inc
Recent Activity
Decreased -48.94%
0.01%
$2.598M
10,215 shares@ $254.33 avg price
SITESiteone Landscape Supply Inc
Recent Activity
Decreased -4.78%
0.01%
$2.459M
16,293 shares@ $150.92 avg price
ROADConstruction Partners Inc
Recent Activity
Increased 37.23%
0.01%
$2.45M
35,094 shares@ $69.81 avg price