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Polen Capital Management
Polen Capital ManagementFecha: 30 Jun 2025Inversiones: 240Valor: $32,586,433,000
Inversiones actuales
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
AMZN - Amazon.com Inc.
12.38
Reduce 13.09%
25,744,857
$186.33
$4,797,039,000
$218.01
17.00%
$149.91
$233.00
MSFT - Microsoft Corp.
7.79
Reduce 21.96%
7,012,465
$430.30
$3,017,464,000
$414.43
-3.69%
$377.56
$466.57
GOOG - Alphabet Inc. CL C
5.53
Reduce 23.15%
12,821,010
$167.19
$2,143,545,000
$190.88
14.17%
$131.08
$202.88
V - Visa Inc.
5.15
Reduce 9.25%
7,257,741
$274.95
$1,995,516,000
$305.05
10.95%
$251.72
$321.62
NOW - ServiceNow Inc.
5.13
Reduce 10.43%
2,223,744
$894.39
$1,988,894,000
$1008.94
12.81%
$637.99
$1157.90
MA - Mastercard Inc.
4.89
Reduce 9.59%
3,833,355
$493.80
$1,892,911,000
$504.30
2.13%
$423.08
$536.91
TMO - Thermo Fisher Scientific
4.48
Reduce 9.52%
2,806,786
$618.57
$1,736,194,000
$556.59
-10.02%
$492.93
$627.02
ADBE - Adobe Inc.
4.43
Add 24.26%
3,311,628
$517.78
$1,714,695,000
$408.25
-21.15%
$405.32
$638.25
ABT - Abbott Labs
4.10
Reduce 8.94%
13,937,610
$114.01
$1,589,027,000
$112.28
-1.52%
$99.24
$121.00
AAPL - Apple Inc.
4.05
Buy
6,736,143
$233.00
$1,569,521,000
$232.74
-0.11%
$163.48
$260.10
SHOP - Shopify Inc.
3.92
Add 28.84%
18,967,838
$80.14
$1,520,083,000
$100.10
24.91%
$48.56
$120.72
ORCL - Oracle Corp.
3.86
Buy
8,767,967
$170.40
$1,494,062,000
$153.18
-10.11%
$102.43
$197.82
ACN - Accenture
3.56
Reduce 9.96%
3,902,146
$353.48
$1,379,331,000
$348.67
-1.36%
$276.35
$382.77
NFLX - Netflix Inc.
3.49
Reduce 9.98%
1,907,867
$709.27
$1,353,193,000
$836.58
17.95%
$475.26
$941.75
MSCI - MSCI Inc.
3.35
Add 35.01%
2,228,293
$582.93
$1,298,939,000
$579.26
-0.63%
$436.11
$642.45
ZTS - Zoetis Inc.
3.21
Reduce 9.64%
6,366,653
$195.38
$1,243,917,000
$165.10
-15.50%
$144.11
$199.86
WDAY - Workday Inc.
3.03
Add 40.06%
4,802,526
$244.41
$1,173,785,000
$246.27
0.76%
$199.81
$311.28
ABNB - Airbnb Inc.
3.01
Reduce 9.74%
9,182,584
$126.81
$1,164,443,000
$128.86
1.62%
$110.38
$170.10
UNH - United Health Group Inc.
3.01
Reduce 11.23%
1,996,422
$584.68
$1,167,268,000
$543.06
-7.12%
$431.35
$628.32
NVO - Novo Nordisk A S
2.11
Reduce 7.97%
6,854,659
$119.07
$816,184,000
$84.43
-29.09%
$81.50
$147.60
IT - Gartner Inc.
1.92
Reduce 10.99%
1,469,390
$506.76
$744,628,000
$490.32
-3.24%
$411.15
$559.00
PAYC - Paycom Software Inc.
1.51
Add 57.01%
3,510,896
$166.57
$584,810,000
$200.29
20.24%
$138.95
$242.74
LLY - Eli Lilly & Co.
1.12
Reduce 10.44%
489,955
$885.94
$434,070,000
$786.74
-11.20%
$608.73
$970.92
ICLR - ICON plc
0.78
Reduce 2.88%
1,053,770
$287.31
$302,759,000
$216.38
-24.69%
$183.38
$347.72
AON - Aon Plc
0.70
Reduce 4.93%
781,489
$345.99
$270,387,000
$352.99
2.02%
$266.38
$395.33
SAP - SAP SE
0.63
Reduce 15.15%
1,064,415
$229.10
$243,857,000
$248.73
8.57%
$153.04
$256.13
GOOGL - Alphabet Inc.
0.55
Reduce 39.15%
1,274,326
$165.85
$211,347,000
$189.62
14.33%
$130.19
$201.42
GLOB - Globant S.A.
0.32
Add 32.61%
632,979
$198.14
$125,418,000
$204.70
3.31%
$151.68
$251.50
MDT - Medtronic plc
0.24
Reduce 2.57%
1,023,029
$90.03
$92,103,000
$81.09
-9.93%
$74.72
$91.88
MELI - Mercadolibre Inc.
0.21
Add 25.69%
39,015
$2051.98
$80,058,000
$1745.44
-14.94%
$1324.99
$2161.73
IWF - iShares Russell 1000 Growth ETF
0.16
Reduce 45.53%
162,206
$375.38
$60,889,000
$394.54
5.10%
$299.72
$419.10
ADP - Automatic Data Processing Inc.
0.14
Reduce 59.72%
198,152
$276.73
$54,835,000
$289.16
4.49%
$227.36
$308.03
ASML - ASML Holding NV
0.14
Add 31.75%
67,283
$833.24
$56,063,000
$727.78
-12.66%
$645.45
$1105.47
HDB - HDFC Bank Ltd.
0.14
Reduce 1.69%
839,039
$62.56
$52,490,000
$58.01
-7.27%
$51.56
$68.50
TME - Tencent Music Entertainment Grp
0.05
Add 2.33%
1,539,938
$12.05
$18,556,000
$10.29
-14.61%
$8.12
$15.63
ONON - On Holding AG
0.04
Buy
295,518
$50.15
$14,820,000
$54.52
8.71%
$26.03
$60.12
UL - Unilever PLC
0.04
Reduce 48.51%
257,804
$64.96
$16,747,000
$55.07
-15.22%
$45.25
$65.34
ACWI - iShares MSCI ACWI ETF
0.03
Reduce 48.13%
91,122
$119.55
$10,894,000
$115.77
-3.16%
$97.58
$122.50
CRM - Salesforce.com
0.03
Reduce 99.47%
35,710
$273.70
$9,774,000
$318.22
16.27%
$211.10
$368.58
EXLS - ExlService Holdings Inc.
0.03
Reduce 0.38%
325,845
$38.15
$12,431,000
$45.41
19.03%
$28.16
$47.37
HLI - Houlihan Lokey Inc.
0.03
Reduce 17.07%
68,311
$158.03
$10,795,000
$165.23
4.56%
$110.48
$191.52
LVS - Las Vegas Sands Corp.
0.03
Add 3.34%
202,934
$50.34
$10,216,000
$46.68
-7.27%
$36.28
$56.61
PDD - Pinduoduo Inc.
0.03
Add 71.39%
94,050
$134.81
$12,679,000
$96.14
-28.68%
$88.01
$164.69
RVLV - Revolve Group Inc.
0.03
Reduce 21.32%
402,820
$24.78
$9,982,000
$29.62
19.53%
$13.96
$39.58
ALRM - Alarm.Com Holdings
0.02
Reduce 7.68%
118,324
$54.67
$6,469,000
$59.27
8.41%
$51.87
$77.29
CCCS - CCC Intelligent Solutions Hldgs Inc.
0.02
Reduce 6.79%
796,190
$11.05
$8,798,000
$11.18
1.18%
$9.79
$12.88
CNM - Core & Main Inc Class A
0.02
Reduce 7.29%
147,407
$44.40
$6,545,000
$50.99
14.84%
$37.22
$62.15
CWAN - Clearwater Analytics Hds A
0.02
Reduce 40.73%
338,954
$25.25
$8,559,000
$25.80
2.18%
$15.62
$35.71
DLO - DLocal Ltd
0.02
Add 3.52%
987,283
$8.00
$7,898,000
$10.95
36.88%
$6.57
$18.27
EEFT - Euronet Worldwide Inc.
0.02
Reduce 7.39%
59,928
$99.24
$5,947,000
$97.61
-1.64%
$91.07
$117.66
ELF - e.l.f. Beauty, Inc.
0.02
Buy
64,126
$109.04
$6,992,000
$130.31
19.51%
$98.50
$221.83
GNRC - Generac Holdings Inc.
0.02
Reduce 18.43%
57,902
$158.87
$9,199,000
$156.27
-1.64%
$108.89
$195.94
GSHD - Goosehead Insurance Inc.
0.02
Reduce 17.97%
105,858
$89.30
$9,453,000
$101.79
13.99%
$50.47
$130.39
HLNE - Hamilton Lane Inc. CL A
0.02
Reduce 28.63%
55,830
$168.39
$9,401,000
$137.78
-18.18%
$101.95
$203.13
IVV - Ishares Core S&P 500 ETF
0.02
Buy
10,746
$576.87
$6,199,000
$581.09
0.73%
$465.75
$609.95
PGNY - Progyny Inc.
0.02
Add 3.97%
362,120
$16.76
$6,069,000
$20.20
20.53%
$13.39
$42.08
WRBY - Warby Parker Inc.
0.02
Reduce 10.66%
414,405
$16.33
$6,767,000
$24.83
52.05%
$11.35
$27.10
YUMC - Yum China Holdings Inc.
0.02
Add 4.71%
210,855
$45.02
$9,493,000
$42.92
-4.66%
$28.27
$51.83
AAON - AAON Inc.
0.01
Reduce 5.61%
32,928
$107.84
$3,551,000
$122.84
13.91%
$68.13
$143.98
ACWX - iShares MSCI ACWI EX U.S. ETF
0.01
Add 0.28%
39,480
$57.22
$2,259,000
$51.25
-10.43%
$47.30
$57.14
ADSK - Autodesk Inc.
0.01
Reduce 82.81%
7,239
$275.45
$1,994,000
$284.61
3.33%
$195.32
$326.62
AIT - Applied Industrial Tech.
0.01
Add 113.35%
16,204
$223.15
$3,616,000
$245.05
9.81%
$164.21
$282.98
ALGN - Align Technology Inc.
0.01
Reduce 48.94%
10,215
$254.33
$2,598,000
$209.31
-17.70%
$196.09
$335.40
BL - BlackLine Inc.
0.01
Reduce 33.37%
69,297
$55.14
$3,821,000
$55.91
1.40%
$43.37
$69.31
CATH - Global X S&P 500 Catholic Values ETF
0.01
Reduce 1.89%
54,750
$69.39
$3,799,000
$70.19
1.15%
$56.74
$73.50
DT - Dynatrace Inc.
0.01
Reduce 24.06%
38,791
$53.47
$2,074,000
$50.71
-5.16%
$39.42
$61.41
EPAM - EPAM Systems Inc.
0.01
Reduce 19.60%
20,722
$199.02
$4,124,000
$223.65
12.38%
$169.43
$317.50
FOXF - Fox Factory Holding Corp.
0.01
Reduce 14.67%
68,723
$41.50
$2,852,000
$27.45
-33.86%
$27.45
$69.47
FSV - Firstservice Corp
0.01
Reduce 5.54%
28,137
$182.46
$5,134,000
$173.65
-4.83%
$140.64
$197.57
IBP - Installed Building Products
0.01
Add 37.20%
17,963
$246.28
$4,424,000
$172.67
-29.89%
$169.02
$280.10
IWM - iShares Russell 2000 ETF
0.01
Add 35.33%
13,381
$220.91
$2,956,000
$215.18
-2.59%
$185.34
$244.25
KB - Kb Financial Group Inc ADR
0.01
78,267
$61.75
$4,833,000
$60.46
-2.09%
$36.57
$72.89
KNSL - Kinsale Capital Group Inc.
0.01
Add 80.60%
4,181
$465.68
$1,947,000
$412.11
-11.50%
$354.77
$547.93
LGIH - LGI Homes Inc.
0.01
Reduce 3.35%
19,430
$118.53
$2,303,000
$83.83
-29.28%
$82.94
$130.75
MEDP - Medpace Holdings Inc.
0.01
Reduce 13.71%
14,964
$333.80
$4,995,000
$351.14
5.19%
$277.72
$459.77
MKTX - MarketAxess Holdings Inc.
0.01
Add 7.24%
8,669
$256.20
$2,221,000
$215.79
-15.77%
$191.27
$295.86
MORN - Morningstar Inc.
0.01
Reduce 23.16%
6,196
$319.08
$1,977,000
$317.16
-0.60%
$268.08
$364.50
NSIT - Insight Enterprises Inc.
0.01
Buy
21,357
$215.39
$4,600,000
$157.76
-26.76%
$146.56
$228.07
NVEE - NV5 Global Inc.
0.01
Buy
163,232
$23.37
$3,815,000
$18.46
-21.01%
$18.36
$28.29
OPCH - Option Care Health Inc.
0.01
Reduce 6.02%
144,294
$31.30
$4,516,000
$27.39
-12.49%
$21.39
$34.63
PCTY - Paylocity Holding Corp.
0.01
Buy
23,332
$164.97
$3,849,000
$189.58
14.92%
$129.94
$215.68
QLYS - Qualys Inc.
0.01
Reduce 19.81%
20,504
$128.46
$2,634,000
$133.43
3.87%
$119.17
$201.03
RGEN - Repligen Corp.
0.01
Add 142.81%
35,383
$148.83
$5,266,000
$158.57
6.54%
$113.50
$211.13
RMBS - Rambus Inc.
0.01
Buy
56,150
$42.23
$2,371,000
$55.71
31.92%
$37.43
$76.38
ROAD - Construction Partners Inc. CL A
0.01
Add 37.23%
35,094
$69.81
$2,450,000
$86.05
23.26%
$40.78
$103.69
SITE - SiteOne Landscape Supply Inc.
0.01
Reduce 4.78%
16,293
$150.92
$2,459,000
$128.63
-14.77%
$114.60
$188.01
TECH - Bio-Techne Corp.
0.01
Reduce 22.60%
27,443
$79.95
$2,194,000
$75.43
-5.65%
$60.97
$85.39
VUG - Vanguard Growth ETF
0.01
Buy
13,814
$383.96
$5,304,000
$403.20
5.01%
$306.31
$428.14
YETI - YETI Holdings Inc.
0.01
Reduce 6.13%
113,236
$41.03
$4,646,000
$37.65
-8.24%
$33.41
$49.01
AMN - AMN Healthcare Services
0.00
Reduce 27.47%
44,812
$42.40
$1,900,000
$27.04
-36.23%
$22.47
$79.74
AZPN - Aspen Technology Inc.
0.00
Reduce 24.05%
7,483
$238.81
$1,787,000
$250.26
4.79%
$171.25
$254.44
BAH - Booz Allen Hamilton Hldg Corp.
0.00
Buy
4,722
$162.85
$769,000
$135.94
-16.52%
$123.87
$189.96
BIL - SPDR Bloomberg 1 3 Month T B
0.00
Reduce 94.48%
5,072
$91.88
$466,000
$91.56
-0.35%
$87.08
$91.56
BLD - TopBuild Corp.
0.00
Buy
4,075
$406.87
$1,658,000
$314.22
-22.77%
$302.70
$495.68
BROS - Dutch Bros Inc Class A
0.00
Buy
44,241
$32.03
$1,417,000
$55.47
73.18%
$25.46
$59.18
BWMN - Bowman Consulting Group Ltd
0.00
Reduce 10.75%
41,186
$24.09
$992,000
$23.77
-1.33%
$19.93
$42.90
CPA - Copa Holdings SA
0.00
Reduce 13.79%
9,628
$93.79
$903,000
$87.14
-7.09%
$77.24
$108.26
CRL - Charles River Labs
0.00
Reduce 3.69%
5,504
$196.95
$1,084,000
$190.10
-3.48%
$176.48
$275.00
DAVA - Endava plc
0.00
Reduce 48.36%
9,776
$25.57
$250,000
$30.76
20.30%
$23.28
$81.06
ETSY - Etsy Inc.
0.00
Reduce 24.87%
24,738
$55.54
$1,374,000
$52.89
-4.77%
$47.10
$80.30