PC
Polen Capital disclosed new in APPLE INC
Polen Capital filed a 13F change in APPLE INC (37833100) on 2024-11-13, covering period end 2024-09-30.
Action
New
Capital
$1,569,521,285 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
127 changes from Polen Capital, filed 2024-11-13 for period end 2024-09-30.
$38.7B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
79466L302 SALESFORCE INC | Reduced | -$1.7B | $9.8M | 4.43% |
37833100 APPLE INC | New | $1.6B | $1.6B | 4.05% |
68389X105 ORACLE CORP | New | $1.5B | $1.5B | 3.86% |
594918104 MICROSOFT CORP | Reduced | -$998.6M | $3.0B | 2.58% |
23135106 AMAZON COM INC | Reduced | -$927.8M | $4.8B | 2.39% |
02079K107 ALPHABET INC | Reduced | -$916.4M | $2.1B | 2.37% |
654106103 NIKE INC | Reduced | -$674.5M | $1.3M | 1.74% |
82509L107 SHOPIFY INC | Increased | $547.7M | $1.5B | 1.41% |
55354G100 MSCI INC | Increased | $503.8M | $1.3B | 1.30% |
98138H101 WORKDAY INC | Increased | $407.2M | $1.2B | 1.05% |
9066101 AIRBNB INC | Reduced | -$378.2M | $1.2B | 0.98% |
70432V102 PAYCOM SOFTWARE INC | Increased | $265.0M | $584.8M | 0.68% |
670100205 NOVO-NORDISK A S | Reduced | -$246.9M | $816.2M | 0.64% |
00724F101 ADOBE INC | Increased | $234.1M | $1.7B | 0.60% |
02079K305 ALPHABET INC | Reduced | -$170.1M | $211.3M | 0.44% |
92826C839 VISA INC | Reduced | -$103.6M | $2.0B | 0.27% |
64110L106 NETFLIX INC | Reduced | -$77.1M | $1.4B | 0.20% |
G1151C101 ACCENTURE PLC IRELAND | Increased | $64.5M | $1.4B | 0.17% |
53015103 AUTOMATIC DATA PROCESSING IN | Reduced | -$62.6M | $54.8M | 0.16% |
532457108 ELI LILLY & CO | Reduced | -$61.2M | $434.1M | 0.16% |
464287614 ISHARES TR | Reduced | -$47.7M | $60.9M | 0.12% |
L44385109 GLOBANT S A | Increased | $40.3M | $125.4M | 0.10% |
G4705A100 ICON PLC | Reduced | -$37.4M | $302.8M | 0.10% |
81762P102 SERVICENOW INC | Increased | $35.8M | $2.0B | 0.09% |
G0403H108 AON PLC | Increased | $29.1M | $270.4M | 0.07% |
58733R102 MERCADOLIBRE INC | Increased | $29.0M | $80.1M | 0.07% |
98978V103 ZOETIS INC | Increased | $22.4M | $1.2B | 0.06% |
57636Q104 MASTERCARD INCORPORATED | Increased | $22.4M | $1.9B | 0.06% |
91324P102 UNITEDHEALTH GROUP INC | Increased | $21.9M | $1.2B | 0.06% |
883556102 THERMO FISHER SCIENTIFIC INC | Increased | $20.8M | $1.7B | 0.05% |
H5919C104 ON HLDG AG | New | $14.8M | $14.8M | 0.04% |
904767704 UNILEVER PLC | Reduced | -$10.8M | $16.7M | 0.03% |
G5960L103 MEDTRONIC PLC | Increased | $9.5M | $92.1M | 0.02% |
803054204 SAP SE | Reduced | -$9.2M | $243.9M | 0.02% |
464288257 ISHARES TR | Reduced | -$8.9M | $10.9M | 0.02% |
52769106 AUTODESK INC | Reduced | -$8.4M | $2.0M | 0.02% |
78468R663 SPDR SER TR | Reduced | -$8.0M | $465,647 | 0.02% |
01626W101 ALIGHT INC | Sold out | -$7.4M | $0 | 0.02% |
26856L103 E L F BEAUTY INC | New | $7.0M | $7.0M | 0.02% |
464287200 ISHARES TR | New | $6.2M | $6.2M | 0.02% |
82982T106 SITIME CORP | Sold out | -$5.7M | $0 | 0.01% |
722304102 PDD HOLDINGS INC | Increased | $5.4M | $12.7M | 0.01% |
922908736 VANGUARD INDEX FDS | New | $5.3M | $5.3M | 0.01% |
45765U103 INSIGHT ENTERPRISES INC | New | $4.6M | $4.6M | 0.01% |
03783C100 APPFOLIO INC | Sold out | -$4.4M | $0 | 0.01% |
7.434E+107 PROGYNY INC | Reduced | -$3.9M | $6.1M | 0.01% |
70438V106 PAYLOCITY HLDG CORP | New | $3.8M | $3.8M | 0.01% |
N07059210 ASML HOLDING N V | Increased | $3.8M | $56.1M | 0.01% |
62945V109 NV5 GLOBAL INC | New | $3.8M | $3.8M | 0.01% |
759916109 REPLIGEN CORP | Increased | $3.4M | $5.3M | 0.01% |
366651107 GARTNER INC | Increased | $3.3M | $744.6M | 0.01% |
98850P109 YUM CHINA HLDGS INC | Increased | $3.3M | $9.5M | 0.01% |
92206C680 VANGUARD SCOTTSDALE FDS | Sold out | -$3.2M | $0 | 0.01% |
26622P107 DOXIMITY INC | Sold out | -$3.0M | $0 | 0.01% |
88034P109 TENCENT MUSIC ENTMT GROUP | Reduced | -$2.6M | $18.6M | 0.01% |
40415F101 HDFC BANK LTD | Reduced | -$2.4M | $52.5M | 0.01% |
750917106 RAMBUS INC DEL | New | $2.4M | $2.4M | 0.01% |
16255101 ALIGN TECHNOLOGY INC | Reduced | -$2.2M | $2.6M | 0.01% |
302081104 EXLSERVICE HOLDINGS INC | Increased | $2.2M | $12.4M | 0.01% |
58506Q109 MEDPACE HLDGS INC | Reduced | -$2.1M | $5.0M | 0.01% |
03820C105 APPLIED INDL TECHNOLOGIES IN | Increased | $2.1M | $3.6M | 0.01% |
38267D109 GOOSEHEAD INS INC | Increased | $2.0M | $9.5M | 0.01% |
185123106 CLEARWATER ANALYTICS HLDGS I | Reduced | -$2.0M | $8.6M | 0.01% |
74967X103 RH | Sold out | -$2.0M | $0 | 0.01% |
609839105 MONOLITHIC PWR SYS INC | Sold out | -$2.0M | $0 | 0.01% |
76156B107 REVOLVE GROUP INC | Increased | $1.8M | $10.0M | 0.00% |
33829M101 FIVE BELOW INC | Reduced | -$1.8M | $442,103 | 0.00% |
45780R101 INSTALLED BLDG PRODS INC | Increased | $1.7M | $4.4M | 0.00% |
11642105 ALARM COM HLDGS INC | Reduced | -$1.7M | $6.5M | 0.00% |
89055F103 TOPBUILD CORP | New | $1.7M | $1.7M | 0.00% |
517834107 LAS VEGAS SANDS CORP | Increased | $1.5M | $10.2M | 0.00% |
26701L100 DUTCH BROS INC | New | $1.4M | $1.4M | 0.00% |
2824100 ABBOTT LABS | Reduced | -$1.4M | $1.6B | 0.00% |
131193104 TOPGOLF CALLAWAY BRANDS CORP | Reduced | -$1.3M | $1.1M | 0.00% |
1744101 AMN HEALTHCARE SVCS INC | Reduced | -$1.3M | $1.9M | 0.00% |
21874C102 CORE & MAIN INC | Reduced | -$1.2M | $6.5M | 0.00% |
09239B109 BLACKLINE INC | Reduced | -$1.2M | $3.8M | 0.00% |
78462F103 SPDR S&P 500 ETF TR | New | $1.1M | $1.1M | 0.00% |
49714P108 KINSALE CAP GROUP INC | Increased | $1.1M | $1.9M | 0.00% |
21044C107 CONSTRUCTION PARTNERS INC | Increased | $1.0M | $2.4M | 0.00% |
35138V102 FOX FACTORY HLDG CORP | Reduced | -$1.0M | $2.9M | 0.00% |
74758T303 QUALYS INC | Reduced | -$1.0M | $2.6M | 0.00% |
46435U853 ISHARES TR | New | $990,195 | $990,195 | 0.00% |
464287655 ISHARES TR | Increased | $949,697 | $3.0M | 0.00% |
46436E718 ISHARES TR | Increased | $825,202 | $1.9M | 0.00% |
99502106 BOOZ ALLEN HAMILTON HLDG COR | New | $768,553 | $768,553 | 0.00% |
298736109 EURONET WORLDWIDE INC | Reduced | -$750,923 | $5.9M | 0.00% |
29414B104 EPAM SYS INC | Reduced | -$724,235 | $4.1M | 0.00% |
12510Q100 CCC INTELLIGENT SOLUTIONS HL | Reduced | -$692,159 | $8.8M | 0.00% |
93403J106 WARBY PARKER INC | Reduced | -$682,252 | $6.8M | 0.00% |
57060D108 MARKETAXESS HLDGS INC | Increased | $599,913 | $2.2M | 0.00% |
3.3767E+206 FIRSTSERVICE CORP NEW | Increased | $595,177 | $5.1M | 0.00% |
29786A106 ETSY INC | Reduced | -$568,216 | $1.4M | 0.00% |
360206 AAON INC | Increased | $507,721 | $3.6M | 0.00% |
35671D857 FREEPORT-MCMORAN INC | Sold out | -$506,363 | $0 | 0.00% |
50187T106 LGI HOMES INC | Increased | $503,819 | $2.3M | 0.00% |
922042742 VANGUARD INTL EQUITY INDEX F | New | $480,924 | $480,924 | 0.00% |
103002101 BOWMAN CONSULTING GROUP LTD | Reduced | -$475,207 | $991,756 | 0.00% |
Y4600W108 KAROOOOO LTD | New | $421,425 | $421,425 | 0.00% |
88162G103 TETRA TECH INC NEW | Increased | $413,904 | $1.1M | 0.00% |
617700109 MORNINGSTAR INC | Reduced | -$408,466 | $2.0M | 0.00% |
30303M102 META PLATFORMS INC | Sold out | -$407,328 | $0 | 0.00% |
48241A105 KB FINL GROUP INC | Increased | $402,292 | $4.8M | 0.00% |
82982L103 SITEONE LANDSCAPE SUPPLY INC | Increased | $381,350 | $2.5M | 0.00% |
48581R205 KASPI KZ JSC | Reduced | -$362,349 | $887,242 | 0.00% |
83066P309 SKILLSOFT CORP | Reduced | -$348,607 | $662,532 | 0.00% |
09073M104 BIO-TECHNE CORP | Reduced | -$346,975 | $2.2M | 0.00% |
441593100 HOULIHAN LOKEY INC | Reduced | -$314,641 | $10.8M | 0.00% |
73278L105 POOL CORP | Increased | $312,565 | $1.4M | 0.00% |
29260V105 ENDAVA PLC | Reduced | -$303,826 | $249,689 | 0.00% |
407497106 HAMILTON LANE INC | Reduced | -$265,921 | $9.4M | 0.00% |
68404L201 OPTION CARE HEALTH INC | Increased | $263,325 | $4.5M | 0.00% |
268150109 DYNATRACE INC | Reduced | -$211,298 | $2.1M | 0.00% |
368736104 GENERAC HLDGS INC | Reduced | -$186,583 | $9.2M | 0.00% |
G29018101 DLOCAL LTD | Increased | $182,702 | $7.9M | 0.00% |
29109X106 ASPEN TECHNOLOGY INC | Reduced | -$170,011 | $1.8M | 0.00% |
464288240 ISHARES TR | Increased | $167,255 | $2.3M | 0.00% |
902252105 TYLER TECHNOLOGIES INC | Reduced | -$164,469 | $1.4M | 0.00% |
P31076105 COPA HOLDINGS SA | Reduced | -$159,478 | $903,492 | 0.00% |
37954Y889 GLOBAL X FDS | Increased | $149,587 | $3.8M | 0.00% |
339750101 FLOOR & DECOR HLDGS INC | Increased | $143,224 | $902,219 | 0.00% |
64110W102 NETEASE INC | Increased | $110,291 | $492,611 | 0.00% |
159864107 CHARLES RIV LABS INTL INC | Reduced | -$96,482 | $1.1M | 0.00% |
70450Y103 PAYPAL HLDGS INC | Reduced | -$53,402 | $687,662 | 0.00% |
89531P105 TREX CO INC | Reduced | -$53,207 | $345,484 | 0.00% |
98585X104 YETI HLDGS INC | Increased | $43,954 | $4.6M | 0.00% |
681116109 OLLIES BARGAIN OUTLET HLDGS | Reduced | -$31,078 | $1.2M | 0.00% |