POLEN CAPITAL MANAGEMENT LLC

13F filer, CIK 1034524, Boca Raton, FL

POLEN CAPITAL MANAGEMENT LLC reported $38,739,600,406 across 118 holdings for the quarter ended 2024-09-30, in a 13F-HR/A filed 2025-02-10. Its ten largest share positions make up 57.94% of the portfolio.

Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR/A 0001172661-25-000622

Period: 2024-09-30
Reported value: $38.7B
Holdings: 118
Top 10 weight: 57.94%
New: 17
Sold out: 9

Largest buys vs the previous quarter

Security	Shares change	Approx. value
AAPLnew	+6,736,143	$1.57B
ORCLnew	+8,767,967	$1.49B
SHOPadded	+4,245,484	$340M
MSCIadded	+577,843	$337M
WDAYadded	+1,373,625	$336M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
CRMreduced	-6,678,978	-$1.83B
MSFTreduced	-1,973,084	-$849M
NKEreduced	-8,952,244	-$791M
AMZNreduced	-3,879,033	-$723M
GOOGreduced	-3,861,923	-$646M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR/A 0001172661-25-000622, largest first. % of portfolio is the value over $38,739,600,406, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AMZNAMAZON COM INC	25,744,857	$4.8B	12.38%	-3,879,033	Timeline
MSFTMICROSOFT CORP	7,012,465	$3.02B	7.79%	-1,973,084	Timeline
GOOGALPHABET INC	12,821,010	$2.14B	5.53%	-3,861,923	Timeline
VVISA INC	7,257,741	$2B	5.15%	-739,881	Timeline
NOWSERVICENOW INC	2,223,744	$1.99B	5.13%	-259,054	Timeline
MAMASTERCARD INCORPORATED	3,833,355	$1.89B	4.89%	-406,640	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	2,806,786	$1.74B	4.48%	-295,224	Timeline
ADBEADOBE INC	3,311,628	$1.71B	4.43%	+646,442	Timeline
ABTABBOTT LABORATORIES	13,937,610	$1.59B	4.1%	-1,368,212	Timeline
AAPLAPPLE INC	6,736,143	$1.57B	4.05%	new	Timeline
SHOPSHOPIFY INC	18,967,838	$1.52B	3.92%	+4,245,484	Timeline
ORCLORACLE CORP	8,767,967	$1.49B	3.86%	new	Timeline
ACNACCENTURE PLC IRELAND	3,902,146	$1.38B	3.56%	-431,436	Timeline
NFLXNETFLIX INC.	1,907,867	$1.35B	3.49%	-211,461	Timeline
MSCIMSCI INC	2,228,293	$1.3B	3.35%	+577,843	Timeline
ZTSZOETIS INC	6,366,653	$1.24B	3.21%	-679,398	Timeline
WDAYWORKDAY INC	4,802,526	$1.17B	3.03%	+1,373,625	Timeline
UNHUNITEDHEALTH GROUP INC	1,996,422	$1.17B	3.01%	-252,630	Timeline
ABNBAIRBNB INC	9,182,584	$1.16B	3.01%	-990,880	Timeline
NVONOVO-NORDISK A S	6,854,659	$816M	2.11%	-593,313	Timeline
ITGARTNER INC	1,469,390	$745M	1.92%	-181,401	Timeline
PAYCPAYCOM SOFTWARE INC	3,510,896	$585M	1.51%	+1,274,771	Timeline
LLYELI LILLY & CO	489,955	$434M	1.12%	-57,110	Timeline
ICLRICON PUB LTD CO	1,053,770	$303M	0.78%	-31,292	Timeline
AONAON PLC	781,489	$270M	0.7%	-40,552	Timeline
SAPSAP SE	1,064,415	$244M	0.63%	-190,114	Timeline
GOOGLALPHABET INC	1,274,326	$211M	0.55%	-820,048	Timeline
GLOBGLOBANT S A	632,979	$125M	0.32%	+155,641	Timeline
MDTMEDTRONIC PLC	1,023,029	$92.1M	0.24%	-26,940	Timeline
MELIMERCADOLIBRE INC	39,015	$80.1M	0.21%	+7,975	Timeline
IWFISHARES TR	162,206	$60.9M	0.16%	-135,597	Timeline
ASMLASML HLDG NV	67,283	$56.1M	0.14%	+16,215	Timeline
ADPAUTOMATIC DATA PROCESSING IN	198,152	$54.8M	0.14%	-293,795	Timeline
HDBHDFC BANK LTD	839,039	$52.5M	0.14%	-14,389	Timeline
TMETENCENT MUSIC ENTMT GROUP	1,539,938	$18.6M	0.05%	+35,131	Timeline
UNILEVER PLCUNILEVER PLC	257,804	$16.7M	0.04%	-242,910
ONONON HLDG AG	295,518	$14.8M	0.04%	new	Timeline
PDDPDD HOLDINGS INC	94,050	$12.7M	0.03%	+39,175	Timeline
EXLSEXLSERVICE HLDGS INC	325,845	$12.4M	0.03%	-1,250	Timeline
ACWIISHARES TR	91,122	$10.9M	0.03%	-84,564	Timeline
HLIHOULIHAN LOKEY INC	68,311	$10.8M	0.03%	-14,065	Timeline
LVSLAS VEGAS SANDS CORP	202,934	$10.2M	0.03%	+6,560	Timeline
RVLVREVOLVE GROUP INC	402,820	$9.98M	0.03%	-109,172	Timeline
CRMSALESFORCE INC	35,710	$9.77M	0.03%	-6,678,978	Timeline
YUMCYUM CHINA HLDGS INC	210,855	$9.49M	0.02%	+9,490	Timeline
GSHDGOOSEHEAD INS INC	105,858	$9.45M	0.02%	-23,195	Timeline
HLNEHAMILTON LANE INC	55,830	$9.4M	0.02%	-22,395	Timeline
GNRCGENERAC HLDGS INC	57,902	$9.2M	0.02%	-13,086	Timeline
CCCCCC INTELLIGENT SOLUTIONS HL	796,190	$8.8M	0.02%	-58,001	Timeline
CWANCLEARWATER ANALYTICS HLDGS I	338,954	$8.56M	0.02%	-232,883	Timeline
DLODLOCAL LTD	987,283	$7.9M	0.02%	+33,567	Timeline
ELFE L F BEAUTY INC	64,126	$6.99M	0.02%	new	Timeline
WRBYWARBY PARKER INC	414,405	$6.77M	0.02%	-49,448	Timeline
CNMCORE & MAIN INC	147,407	$6.54M	0.02%	-11,592	Timeline
ALRMALARM COM HLDGS INC	118,324	$6.47M	0.02%	-9,841	Timeline
IVVISHARES TR	10,746	$6.2M	0.02%	new	Timeline
PGNYPROGYNY INC	362,120	$6.07M	0.02%	+13,828	Timeline
EEFTEURONET WORLDWIDE INC	59,928	$5.95M	0.02%	-4,783	Timeline
VUGVANGUARD INDEX FDS	13,814	$5.3M	0.01%	new	Timeline
RGENREPLIGEN CORP	35,383	$5.27M	0.01%	+20,811	Timeline
FSVFIRSTSERVICE CORP NEW	28,137	$5.13M	0.01%	-1,650	Timeline
MEDPMEDPACE HLDGS INC	14,964	$5M	0.01%	-2,377	Timeline
KBKB FINL GROUP INC	78,267	$4.83M	0.01%	0	Timeline
YETIYETI HLDGS INC	113,236	$4.65M	0.01%	-7,396	Timeline
NSITINSIGHT ENTERPRISES INC	21,357	$4.6M	0.01%	new	Timeline
OPCHOPTION CARE HEALTH INC	144,294	$4.52M	0.01%	-9,247	Timeline
IBPINSTALLED BLDG PRODS INC	17,963	$4.42M	0.01%	+4,870	Timeline
EPAMEPAM SYS INC	20,722	$4.12M	0.01%	-5,053	Timeline
PCTYPAYLOCITY HLDG CORP	23,332	$3.85M	0.01%	new	Timeline
BLBLACKLINE INC	69,297	$3.82M	0.01%	-34,710	Timeline
NV5 HOLDINGS, INCNV5 HOLDINGS, INC	40,808	$3.81M	0.01%	new
CATHGLOBAL X FDS	54,750	$3.8M	0.01%	-1,053	Timeline
AITAPPLIED INDL TECHNOLOGIES IN	16,204	$3.62M	0.01%	+8,609	Timeline
AAONAAON INC	32,928	$3.55M	0.01%	-1,956	Timeline
IWMISHARES TR	13,381	$2.96M	0.01%	+3,493	Timeline
FOXFFOX FACTORY HLDG CORP	68,723	$2.85M	0.01%	-11,818	Timeline
QLYSQUALYS INC	20,504	$2.63M	0.01%	-5,064	Timeline
ALGNALIGN TECHNOLOGY INC	10,215	$2.6M	0.01%	-9,791	Timeline
SITESITEONE LANDSCAPE SUPPLY INC	16,293	$2.46M	0.01%	-818	Timeline
ROADCONSTRUCTION PARTNERS INC	35,094	$2.45M	0.01%	+9,520	Timeline
RMBSRAMBUS INC DEL	56,150	$2.37M	0.01%	new	Timeline
LGIHLGI HOMES INC	19,430	$2.3M	0.01%	-673	Timeline
ACWXISHARES TR	39,480	$2.26M	0.01%	+109	Timeline
MKTXMARKETAXESS HLDGS INC	8,669	$2.22M	0.01%	+585	Timeline
TECHBIO-TECHNE CORP	27,443	$2.19M	0.01%	-8,014	Timeline
DTDYNATRACE INC	38,791	$2.07M	0.01%	-12,292	Timeline
ADSKAUTODESK INC	7,239	$1.99M	0.01%	-34,878	Timeline
MORNMORNINGSTAR INC	6,196	$1.98M	0.01%	-1,868	Timeline
KNSLKINSALE CAP GROUP INC	4,181	$1.95M	0.01%	+1,866	Timeline
AMNAMN HEALTHCARE SVCS INC	44,812	$1.9M	<0.01%	-16,969	Timeline
SGOVISHARES TR	18,526	$1.87M	<0.01%	+8,192	Timeline
ASPEN TECHNOLOGY INCASPEN TECHNOLOGY INC	7,483	$1.79M	<0.01%	-2,370
BLDTOPBUILD COR	4,075	$1.66M	<0.01%	new	Timeline
BROSDUTCH BROS INC	44,241	$1.42M	<0.01%	new	Timeline
TYLTYLER TECHNOLOGIES INC	2,397	$1.4M	<0.01%	-713	Timeline
POOLPOOL CORP	3,672	$1.38M	<0.01%	+187	Timeline
ETSYETSY INC	24,738	$1.37M	<0.01%	-8,187	Timeline
NKENIKE INC	15,237	$1.35M	<0.01%	-8,952,244	Timeline
OLLIOLLIES BARGAIN OUTLET HLDGS	12,608	$1.23M	<0.01%	-192	Timeline
TTEKTETRA TECH INC NEW	23,124	$1.09M	<0.01%	+19,815	Timeline
CRLCHARLES RIV LABS INTL INC	5,504	$1.08M	<0.01%	-211	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,863	$1.07M	<0.01%	new	Timeline
CALYCALLAWAY GOLF CO	95,972	$1.05M	<0.01%	-57,139	Timeline
BWMNBOWMAN CONSULTING GROUP LTD	41,186	$992K	<0.01%	-4,959	Timeline
USHYISHARES TR	26,300	$990K	<0.01%	new	Timeline
SKILSKILLSOFT CORP	60,108	$932K	<0.01%	-13,004	Timeline
CPACOPA HOLDINGS SA	9,628	$903K	<0.01%	-1,540	Timeline
FNDFLOOR & DECOR HLDGS INC	7,266	$902K	<0.01%	-369	Timeline
KSPIKASPI KZ JSC	8,371	$887K	<0.01%	-1,315	Timeline
BAHBOOZ ALLEN HAMILTON HLDG COR	4,722	$769K	<0.01%	new	Timeline
PYPLPAYPAL HLDGS INC	8,813	$688K	<0.01%	-3,957	Timeline
NTESNETEASE COM INC	5,268	$493K	<0.01%	+1,268	Timeline
VTVANGUARD INTL EQUITY INDEX F	4,018	$481K	<0.01%	new	Timeline
BILSPDR SERIES TRUST	5,072	$466K	<0.01%	-86,820	Timeline
FIVEFIVE BELOW INC	5,004	$442K	<0.01%	-15,780	Timeline
KAROKAROOOOO LTD	10,634	$421K	<0.01%	new	Timeline
TREXTREX INC	5,189	$345K	<0.01%	-190	Timeline
DAVAENDAVA PLC	9,776	$250K	<0.01%	-9,154	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
ALITALIGHT INC	1,008,705	$7.44M	shares
SITMSITIME CORP	46,054	$5.73M	shares
APPFAPPFOLIO INC	17,855	$4.37M	shares
VONGVANGUARD SCOTTSDALE FDS	34,536	$3.24M	shares
DOCSDOXIMITY INC	105,500	$2.95M	shares
RHRH	8,283	$2.02M	shares
MPWRMONOLITHIC PWR SYS INC	2,442	$2.01M	shares
FCXFREEPORT MCMORAN INC	10,419	$506K	shares
METAMETA PLATFORMS INC	808	$407K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001172661-24-004624	superseded		2024-11-13	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC
13F-HR/A 0001172661-25-000622	base	restatement	2025-02-10	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC