Polen Capital Purchases in Q4 2024

Polen Capital Management LLC

  • $37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
805K
+ 164.39%
$727.2 - $932.06 $586M - $751M
1.3M $1B
CSGP
Costar Group, Inc.

Real Estate
6.5M
New
$69.7 - $81.97 $453M - $533M
6.5M $465M
ORCL
Oracle Corp

Technology
1.96M
+ 22.31%
$165.41 - $192.43 $324M - $376M
10.7M $1.79B
IWF
Ishares Russell 1000 Gr ETF

ETFs
341K
+ 210.48%
$370.24 - $418.94 $126M - $143M
504K $202M
WTW
Willis Towers Watson PLC

Financial Services
129K
New
$287.99 - $332.53 $37M - $42.8M
129K $40.1M
SPOT
Spotify Technology S.A.

Communication Services
60.9K
New
$362.95 - $502.38 $22.1M - $30.6M
60.9K $27.2M
ACWI
Ishares Msci Acwi ETF

ETFs
227K
+ 248.76%
$117.05 - $123.03 $26.5M - $27.9M
318K $37.3M
NU
Nu Holdings Ltd.

Financial Services
2.24M
New
$10.24 - $15.89 $23M - $35.6M
2.24M $23.2M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
341K
+ 863.2%
$52.1 - $57.26 $17.8M - $19.5M
380K $19.8M
MNDY
Monday.Com Ltd.

Technology
53.2K
New
$224.69 - $324.31 $12M - $17.2M
53.2K $12.5M
GLOB
Globant S.A.

Technology
1.55K
+ 0.24%
$193.45 - $236.83 $299K - $366K
635K $136M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.68K
+ 412.02%
$567.81 - $607.81 $4.36M - $4.67M
9.54K $5.59M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
125K
New
$32.93 - $39.8 $4.12M - $4.98M
125K $4.18M
BROS
Dutch Bros Inc.

Consumer Cyclical
60.8K
+ 137.39%
$30.72 - $55.82 $1.87M - $3.39M
105K $5.5M
TREX
Trex CO Inc

Industrials
51.1K
+ 984.37%
$62.94 - $79.88 $3.21M - $4.08M
56.3K $3.88M
RMBS
Rambus Inc

Technology
43.1K
+ 76.77%
$40.13 - $59.14 $1.73M - $2.55M
99.3K $5.25M
FN
Fabrinet

Technology
12.6K
New
$214.76 - $271.08 $2.71M - $3.42M
12.6K $2.77M
BDC
Belden Inc.

Technology
24.2K
New
$112.15 - $131.43 $2.71M - $3.18M
24.2K $2.72M
VT
Vanguard Total World Stk Index

ETFs
22.8K
+ 566.85%
$117.09 - $123.07 $2.67M - $2.8M
26.8K $3.15M
PCTY
Paylocity Holding Corp

Technology
5.36K
+ 22.96%
$162.14 - $213.79 $869K - $1.15M
28.7K $5.72M
NSIT
Insight Enterprises Inc

Technology
20.1K
+ 93.99%
$149.61 - $224.73 $3M - $4.51M
41.4K $6.3M
CIGI
Colliers International Group Inc.

Real Estate
8.23K
New
$133.99 - $155.4 $1.1M - $1.28M
8.23K $1.12M
ENTG
Entegris Inc

Technology
11K
New
$97.67 - $112.92 $1.08M - $1.25M
11K $1.09M
BSY
Bentley Systems Inc

Technology
21.4K
New
$46.59 - $51.09 $997K - $1.09M
21.4K $999K
AIT
Applied Industrial Technologies Inc

Industrials
2.35K
+ 14.51%
$220.05 - $280.49 $518K - $660K
18.6K $4.44M
FSV
First Service Corp

Real Estate
4.63K
+ 16.47%
$176.17 - $197.05 $816K - $913K
32.8K $5.93M
SITE
Site One Landscape Supply, Inc.

Industrials
7.85K
+ 48.16%
$131.3 - $156.31 $1.03M - $1.23M
24.1K $3.18M
IOO
Ishares Tr Global 100 ETF

ETFs
6.71K
New
$97.46 - $103.45 $654K - $694K
6.71K $675K
PSTG
Pure Storage, Inc.

Technology
10.6K
New
$48.19 - $66.6 $513K - $709K
10.6K $653K
POOL
Pool Corp

Industrials
2.29K
+ 62.36%
$339.32 - $390.03 $777K - $893K
5.96K $2.03M
TTEK
Tetra Tech Inc

Industrials
20K
+ 86.65%
$39.8 - $50.52 $798K - $1.01M
43.2K $1.72M
RGEN
Repligen Corp

Healthcare
5.17K
+ 14.62%
$123.41 - $160.92 $638K - $832K
40.6K $5.84M
MEDP
Medpace Holdings, Inc.

Healthcare
1.26K
+ 8.41%
$308.93 - $363.58 $389K - $458K
16.2K $5.39M
BAH
Booz Allen Hamilton Holding Corp

Industrials
4.18K
+ 88.48%
$128.36 - $186.0 $536K - $777K
8.9K $1.15M
CLBT
Cellebrite Di Ltd.

Technology
10.1K
New
$16.52 - $22.52 $167K - $227K
10.1K $222K
KARO
Karooooo Ltd.

Technology
2.64K
+ 24.82%
$37.0 - $49.59 $97.6K - $131K
13.3K $599K
KNSL
Kinsale Capital Group, Inc.

Financial Services
336
+ 8.04%
$424.05 - $524.22 $142K - $176K
4.52K $2.1M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
2.53K
+ 34.87%
$97.45 - $121.28 $247K - $307K
9.8K $977K
Ferguson Enterprises Inc
1.24K
New
N/A
1.24K $0
BLD
Top Build Corp

Industrials
1.15K
+ 28.1%
$308.96 - $414.77 $354K - $475K
5.22K $1.63M
ZTS
Zoetis Inc.

Healthcare
1.12M
+ 17.54%
$162.24 - $194.42 $181M - $217M
7.48M $1.22B
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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