Portfolio (Quarterly)
Guide ↗
POLEN CAPITAL MANAGEMENT LLC
· CIK 0001034524| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ICLR | ICON PLC | Healthcare | 105,206 | $19.2M | 0.08% | SOLD |
| 2 | MNDY | MONDAY COM LTD | Technology | 79,332 | $11.7M | 0.05% | SOLD |
| 3 | IVV | ISHARES TR | — | 13,669 | $9.4M | 0.04% | SOLD |
| 4 | GLOB | GLOBANT S A | Technology | 90,462 | $5.9M | 0.03% | SOLD |
| 5 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | Consumer Cyclical | 53,658 | $4.4M | 0.02% | SOLD |
| 6 | PDD | PDD HOLDINGS INC | Consumer Cyclical | 31,329 | $3.6M | 0.01% | SOLD |
| 7 | KARO | KAROOOOO LTD | Technology | 74,821 | $3.4M | 0.01% | SOLD |
| 8 | HURN | HURON CONSULTING GROUP INC | Industrials | 15,086 | $2.6M | 0.01% | SOLD |
| 9 | WDAY | WORKDAY INC | Technology | 10,782 | $2.3M | 0.01% | SOLD |
| 10 | BWXT PUT | BWX TECHNOLOGIES INC | Industrials | 12,500 | $2.2M | 0.01% | SOLD |
| 11 | ATEC | ALPHATEC HLDGS INC | Healthcare | 95,761 | $2.0M | 0.01% | SOLD |
| 12 | VTI | VANGUARD INDEX FDS | — | 5,677 | $1.9M | 0.01% | SOLD |
| 13 | BE PUT | BLOOM ENERGY CORP | Industrials | 21,600 | $1.9M | 0.01% | SOLD |
| 14 | RDVT | RED VIOLET INC | Technology | 30,328 | $1.7M | 0.01% | SOLD |
| 15 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 2,307 | $1.3M | 0.01% | SOLD |
| 16 | — | PAGAYA TECHNOLOGIES LTD | — | 63,497 | $1.3M | 0.01% | SOLD |
| 17 | GRAL | GRAIL INC | Healthcare | 13,526 | $1.2M | 0.01% | SOLD |
| 18 | LQDA | LIQUIDIA CORPORATION | Healthcare | 33,538 | $1.2M | 0.01% | SOLD |
| 19 | CRY | ARTIVION INC | — | 25,259 | $1.2M | 0.01% | SOLD |
| 20 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 7,915 | $1.1M | 0.01% | SOLD |
Sector Allocation
Technology
42.2%
Financial Services
17.6%
Healthcare
14.8%
Consumer Cyclical
12.4%
Communication Services
8.4%
Real Estate
3.6%
Industrials
0.8%
Energy
0.1%
Basic Materials
0.0%
Consumer Defensive
0.0%