Polen Capital Reduced Holdings in Q4 2024

Polen Capital Management LLC

  • $37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-871K
- 43.62%
$485.52 - $625.25 $423M - $544M
1.13M $569M
AMZN
Amazon Com Inc

Consumer Cyclical
-6.2M
- 24.08%
$180.88 - $232.93 $1.12B - $1.44B
19.5M $4.29B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-346K
- 12.31%
$501.29 - $612.85 $173M - $212M
2.46M $1.28B
ADBE
Adobe Inc.

Technology
-296K
- 8.94%
$437.39 - $552.96 $129M - $164M
3.02M $1.34B
MSFT
Microsoft Corp

Technology
-602K
- 8.58%
$406.35 - $454.46 $244M - $273M
6.41M $2.7B
IT
Gartner Inc

Technology
-567K
- 38.57%
$481.22 - $551.8 $273M - $313M
903K $437M
NVO
Novo Nordisk A S

Healthcare
-449K
- 6.55%
$85.0 - $120.04 $38.2M - $53.9M
6.41M $551M
NOW
Service Now, Inc.

Technology
-589K
- 26.49%
$867.18 - $1148.42 $511M - $677M
1.63M $1.73B
ABT
Abbott Laboratories

Healthcare
-1.25M
- 8.96%
$111.93 - $119.39 $140M - $149M
12.7M $1.44B
ICLR
Icon PLC

Healthcare
-342K
- 32.48%
$187.22 - $297.57 $64.1M - $102M
712K $149M
ABNB
Airbnb, Inc.

Consumer Cyclical
-966K
- 10.52%
$125.36 - $147.37 $121M - $142M
8.22M $1.08B
MSCI
Msci Inc.

Financial Services
-196K
- 8.8%
$569.09 - $635.99 $112M - $125M
2.03M $1.22B
WDAY
Workday, Inc.

Technology
-515K
- 10.72%
$233.85 - $279.91 $120M - $144M
4.29M $1.11B
MA
Mastercard Inc

Financial Services
-341K
- 8.89%
$491.3 - $536.15 $167M - $183M
3.49M $1.84B
GOOG
Alphabet Inc.

Communication Services
-1.74M
- 13.61%
$163.08 - $198.16 $285M - $346M
11.1M $2.11B
MDT
Medtronic PLC

Healthcare
-241K
- 23.51%
$79.61 - $92.24 $19.2M - $22.2M
782K $62.5M
AAPL
Apple Inc.

Technology
-567K
- 8.41%
$221.69 - $259.02 $126M - $147M
6.17M $1.54B
MELI
Mercadolibre Inc

Consumer Cyclical
-2.42K
- 6.2%
$1666.0 - $2117.3 $4.03M - $5.12M
36.6K $62.2M
ASML
Asml Holding Nv

Technology
-5.14K
- 7.64%
$658.43 - $872.27 $3.39M - $4.49M
62.1K $43.1M
AON
Aon PLC

Financial Services
-62.2K
- 7.95%
$344.14 - $393.31 $21.4M - $24.5M
719K $258M
TME
Tencent Music Entertainment Group

Communication Services
-480K
- 31.19%
$10.67 - $13.73 $5.13M - $6.6M
1.06M $12M
PDD
Pinduoduo Inc.

Consumer Cyclical
-27K
- 28.66%
$94.39 - $154.27 $2.54M - $4.16M
67.1K $6.51M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-125K
- 59.21%
$43.37 - $51.46 $5.42M - $6.43M
86K $4.14M
ALRM
Alarm.Com Holdings, Inc.

Technology
-96.9K
- 81.86%
$52.26 - $68.81 $5.06M - $6.67M
21.5K $1.3M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-199K
- 58.69%
$24.92 - $32.79 $4.96M - $6.52M
140K $3.85M
HLI
Houlihan Lokey, Inc.

Financial Services
-32.3K
- 47.3%
$158.81 - $190.49 $5.13M - $6.16M
36K $6.25M
KB
Kb Financial Group Inc.

Financial Services
-63.7K
- 81.44%
$56.9 - $72.19 $3.63M - $4.6M
14.5K $826K
CRM
Salesforce, Inc.

Technology
-16.1K
- 45.16%
$270.87 - $367.87 $4.37M - $5.93M
19.6K $6.55M
HDB
Hdfc Bank LTD

Financial Services
-64.5K
- 7.68%
$59.45 - $68.01 $3.83M - $4.38M
775K $49.5M
UL
Unilever PLC

Consumer Defensive
-13.7K
- 5.31%
$56.7 - $64.64 $776K - $884K
244K $13.8M
GNRC
Generac Holdings Inc.

Industrials
-13.5K
- 23.29%
$154.28 - $195.11 $2.08M - $2.63M
44.4K $6.89M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-48.2K
- 23.76%
$47.96 - $55.17 $2.31M - $2.66M
155K $7.95M
ADP
Automatic Data Processing Inc

Industrials
-18.4K
- 9.29%
$280.08 - $307.97 $5.15M - $5.67M
180K $52.6M
IBP
Installed Building Products, Inc.

Consumer Cyclical
-2.21K
- 12.31%
$174.32 - $254.42 $385K - $563K
15.8K $2.76M
ALGN
Align Technology Inc

Healthcare
-5.71K
- 55.91%
$205.03 - $245.32 $1.17M - $1.4M
4.5K $939K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
-27.5K
- 39.94%
$29.05 - $41.22 $797K - $1.13M
41.3K $1.25M
PGNY
Progyny, Inc.

Healthcare
-101K
- 28.01%
$13.67 - $17.25 $1.39M - $1.75M
261K $4.5M
EPAM
Epam Systems, Inc.

Technology
-7.27K
- 35.07%
N/A
13.5K $2.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-13K
- 69.94%
$100.16 - $100.7 $1.3M - $1.3M
5.57K $558K
MKTX
Marketaxess Holdings Inc

Financial Services
-4.31K
- 49.74%
$225.3 - $293.66 $971K - $1.27M
4.36K $984K
HLNE
Hamilton Lane Inc

Financial Services
-186
- 0.33%
$147.78 - $201.62 $27.5K - $37.5K
55.6K $8.24M
AMN
Amn Healthcare Services Inc

Healthcare
-6.67K
- 14.88%
$22.94 - $42.42 $153K - $283K
38.1K $912K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-15.2K
- 13.4%
$35.21 - $44.8 $534K - $680K
98.1K $3.78M
LGIH
Lgi Homes, Inc.

Consumer Cyclical
-3.33K
- 17.14%
$88.68 - $118.18 $295K - $394K
16.1K $1.44M
DLO
D Local LTD

Technology
-360K
- 36.46%
$8.1 - $12.03 $2.92M - $4.33M
627K $7.06M
IWM
Ishares Russell 2000 ETF

ETFs
-3.37K
- 25.21%
$216.13 - $242.4 $729K - $818K
10K $2.21M
TECH
Bio Techne Corp

Healthcare
-6.68K
- 24.35%
$66.37 - $78.17 $444K - $522K
20.8K $1.5M
MORN
Morningstar, Inc.

Financial Services
-2.29K
- 36.96%
$312.56 - $358.78 $716K - $822K
3.91K $1.32M
ETSY
Etsy Inc

Consumer Cyclical
-9.7K
- 39.21%
$47.48 - $61.61 $461K - $598K
15K $795K
Activity Summary
Buys All Purchases 42 New Holdings 15 Increased Positions 27 Sells All Sells 90 Reductions 81 Sold out 9 Options Calls 0 Puts 0
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