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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

133 changes from Polen Capital, filed 2025-02-10 for period end 2024-12-31.

$37.0B portfolio value
StockActionChangeCurrentPortfolio Impact
91324P102
UNITEDHEALTH GROUP INC
Reduced-$597.9M$569.4M1.62%
532457108
ELI LILLY & CO
Increased$566.0M$1.0B1.53%
23135106
AMAZON COM INC
Reduced-$508.7M$4.3B1.37%
22160N109
COSTAR GROUP INC
New$465.1M$465.1M1.26%
883556102
THERMO FISHER SCIENTIFIC INC
Reduced-$455.8M$1.3B1.23%
00724F101
ADOBE INC
Reduced-$373.7M$1.3B1.01%
594918104
MICROSOFT CORP
Reduced-$315.3M$2.7B0.85%
366651107
GARTNER INC
Reduced-$307.3M$437.3M0.83%
82509L107
SHOPIFY INC
Increased$296.0M$1.8B0.80%
68389X105
ORACLE CORP
Increased$292.9M$1.8B0.79%
670100205
NOVO-NORDISK A S
Reduced-$265.2M$551.0M0.72%
81762P102
SERVICENOW INC
Reduced-$256.0M$1.7B0.69%
64110L106
NETFLIX INC
Increased$186.9M$1.5B0.50%
2824100
ABBOTT LABS
Reduced-$153.8M$1.4B0.42%
G4705A100
ICON PLC
Reduced-$153.5M$149.2M0.41%
464287614
ISHARES TR
Increased$141.4M$202.2M0.38%
G1151C101
ACCENTURE PLC IRELAND
Reduced-$138.7M$1.2B0.37%
9066101
AIRBNB INC
Reduced-$84.7M$1.1B0.23%
92826C839
VISA INC
Increased$83.6M$2.1B0.23%
55354G100
MSCI INC
Reduced-$79.6M$1.2B0.22%
98138H101
WORKDAY INC
Reduced-$67.5M$1.1B0.18%
70432V102
PAYCOM SOFTWARE INC
Increased$65.3M$650.1M0.18%
57636Q104
MASTERCARD INCORPORATED
Reduced-$53.9M$1.8B0.15%
G96629103
WILLIS TOWERS WATSON PLC LTD
New$40.3M$40.3M0.11%
02079K107
ALPHABET INC
Reduced-$34.2M$2.1B0.09%
G5960L103
MEDTRONIC PLC
Reduced-$29.6M$62.5M0.08%
L8681T102
SPOTIFY TECHNOLOGY S A
New$27.2M$27.2M0.07%
464288257
ISHARES TR
Increased$26.4M$37.3M0.07%
98978V103
ZOETIS INC
Reduced-$24.7M$1.2B0.07%
37833100
APPLE INC
Reduced-$24.6M$1.5B0.07%
G6683N103
NU HLDGS LTD
New$23.2M$23.2M0.06%
02079K305
ALPHABET INC
Increased$21.5M$232.9M0.06%
58733R102
MERCADOLIBRE INC
Reduced-$17.8M$62.2M0.05%
464288240
ISHARES TR
Increased$17.6M$19.8M0.05%
N07059210
ASML HOLDING N V
Reduced-$13.0M$43.1M0.04%
M7S64H106
MONDAY COM LTD
New$12.5M$12.5M0.03%
G0403H108
AON PLC
Reduced-$12.0M$258.4M0.03%
922908736
VANGUARD INDEX FDS
Increased$10.7M$16.0M0.03%
L44385109
GLOBANT S A
Increased$10.6M$136.1M0.03%
88034P109
TENCENT MUSIC ENTMT GROUP
Reduced-$6.5M$12.0M0.02%
464287200
ISHARES TR
Sold out-$6.2M$00.02%
722304102
PDD HOLDINGS INC
Reduced-$6.2M$6.5M0.02%
298736109
EURONET WORLDWIDE INC
Sold out-$5.9M$00.02%
98850P109
YUM CHINA HLDGS INC
Reduced-$5.4M$4.1M0.01%
11642105
ALARM COM HLDGS INC
Reduced-$5.2M$1.3M0.01%
185123106
CLEARWATER ANALYTICS HLDGS I
Reduced-$4.7M$3.9M0.01%
441593100
HOULIHAN LOKEY INC
Reduced-$4.5M$6.3M0.01%
78462F103
SPDR S&P 500 ETF TR
Increased$4.5M$5.6M0.01%
68404L201
OPTION CARE HEALTH INC
Sold out-$4.5M$00.01%
971378104
WILLSCOT HLDGS CORP
New$4.2M$4.2M0.01%
26701L100
DUTCH BROS INC
Increased$4.1M$5.5M0.01%
48241A105
KB FINL GROUP INC
Reduced-$4.0M$826,7000.01%
62945V109
NV5 GLOBAL INC
Sold out-$3.8M$00.01%
89531P105
TREX CO INC
Increased$3.5M$3.9M0.01%
79466L302
SALESFORCE INC
Reduced-$3.2M$6.5M0.01%
40415F101
HDFC BANK LTD
Reduced-$3.0M$49.5M0.01%
904767704
UNILEVER PLC
Reduced-$2.9M$13.8M0.01%
750917106
RAMBUS INC DEL
Increased$2.9M$5.2M0.01%
G3323L100
FABRINET
New$2.8M$2.8M0.01%
77454106
BELDEN INC
New$2.7M$2.7M0.01%
922042742
VANGUARD INTL EQUITY INDEX F
Increased$2.7M$3.1M0.01%
803054204
SAP SE
Increased$2.3M$246.2M0.01%
368736104
GENERAC HLDGS INC
Reduced-$2.3M$6.9M0.01%
517834107
LAS VEGAS SANDS CORP
Reduced-$2.3M$7.9M0.01%
53015103
AUTOMATIC DATA PROCESSING IN
Reduced-$2.2M$52.6M0.01%
70438V106
PAYLOCITY HLDG CORP
Increased$1.9M$5.7M0.01%
29109X106
ASPEN TECHNOLOGY INC
Sold out-$1.8M$00.00%
302081104
EXLSERVICE HOLDINGS INC
Increased$1.7M$14.2M0.00%
45765U103
INSIGHT ENTERPRISES INC
Increased$1.7M$6.3M0.00%
45780R101
INSTALLED BLDG PRODS INC
Reduced-$1.7M$2.8M0.00%
16255101
ALIGN TECHNOLOGY INC
Reduced-$1.7M$939,0620.00%
35138V102
FOX FACTORY HLDG CORP
Reduced-$1.6M$1.2M0.00%
7.434E+107
PROGYNY INC
Reduced-$1.6M$4.5M0.00%
902252105
TYLER TECHNOLOGIES INC
Sold out-$1.4M$00.00%
46436E718
ISHARES TR
Reduced-$1.3M$558,6820.00%
57060D108
MARKETAXESS HLDGS INC
Reduced-$1.2M$984,8560.00%
407497106
HAMILTON LANE INC
Reduced-$1.2M$8.2M0.00%
194693107
COLLIERS INTL GROUP INC
New$1.1M$1.1M0.00%
29362U104
ENTEGRIS INC
New$1.1M$1.1M0.00%
08265T208
BENTLEY SYS INC
New$999,707$999,7070.00%
1744101
AMN HEALTHCARE SVCS INC
Reduced-$987,236$912,3570.00%
29414B104
EPAM SYS INC
Reduced-$978,486$3.1M0.00%
93403J106
WARBY PARKER INC
Increased$975,651$7.7M0.00%
98585X104
YETI HLDGS INC
Reduced-$869,895$3.8M0.00%
50187T106
LGI HOMES INC
Reduced-$863,537$1.4M0.00%
G29018101
DLOCAL LTD
Reduced-$834,190$7.1M0.00%
03820C105
APPLIED INDL TECHNOLOGIES IN
Increased$828,048$4.4M0.00%
3.3767E+206
FIRSTSERVICE CORP NEW
Increased$798,337$5.9M0.00%
464287655
ISHARES TR
Reduced-$744,688$2.2M0.00%
26856L103
E L F BEAUTY INC
Increased$726,263$7.7M0.00%
82982L103
SITEONE LANDSCAPE SUPPLY INC
Increased$722,112$3.2M0.00%
83066P309
SKILLSOFT CORP
Increased$707,309$1.4M0.00%
09073M104
BIO-TECHNE CORP
Reduced-$698,176$1.5M0.00%
464287572
ISHARES TR
New$675,974$675,9740.00%
617700109
MORNINGSTAR INC
Reduced-$661,883$1.3M0.00%
74624M102
PURE STORAGE INC
New$653,799$653,7990.00%
73278L105
POOL CORP
Increased$649,074$2.0M0.00%
88162G103
TETRA TECH INC NEW
Increased$629,046$1.7M0.00%
48581R205
KASPI KZ JSC
Reduced-$593,167$294,0750.00%
29786A106
ETSY INC
Reduced-$578,394$795,3070.00%
759916109
REPLIGEN CORP
Increased$571,937$5.8M0.00%
268150109
DYNATRACE INC
Reduced-$496,864$1.6M0.00%
78468R663
SPDR SERIES TRUST
Sold out-$465,647$00.00%
52769106
AUTODESK INC
Reduced-$464,889$1.5M0.00%
33829M101
FIVE BELOW INC
Sold out-$442,103$00.00%
H5919C104
ON HLDG AG
Increased$426,840$15.2M0.00%
37954Y889
GLOBAL X FDS
Reduced-$425,348$3.4M0.00%
38267D109
GOOSEHEAD INS INC
Reduced-$413,405$9.0M0.00%
131193104
TOPGOLF CALLAWAY BRANDS CORP
Reduced-$397,734$656,0430.00%
58506Q109
MEDPACE HLDGS INC
Increased$394,754$5.4M0.00%
21044C107
CONSTRUCTION PARTNERS INC
Increased$381,901$2.8M0.00%
99502106
BOOZ ALLEN HAMILTON HLDG COR
Increased$376,877$1.1M0.00%
21874C102
CORE & MAIN INC
Increased$365,518$6.9M0.00%
654106103
NIKE INC
Reduced-$317,279$1.0M0.00%
159864107
CHARLES RIV LABS INTL INC
Reduced-$299,942$784,1810.00%
P31076105
COPA HOLDINGS SA
Reduced-$262,583$640,9090.00%
29260V105
ENDAVA PLC
Sold out-$249,689$00.00%
M2197Q107
CELLEBRITE DI LTD
New$222,393$222,3930.00%
76156B107
REVOLVE GROUP INC
Increased$216,781$10.2M0.00%
31488V107
FERGUSON ENTERPRISES INC
New$214,880$214,8800.00%
Y4600W108
KAROOOOO LTD
Increased$177,851$599,2760.00%
360206
AAON INC
Increased$162,572$3.7M0.00%
681116109
OLLIES BARGAIN OUTLET HLDGS
Increased$157,429$1.4M0.00%
49714P108
KINSALE CAP GROUP INC
Increased$154,444$2.1M0.00%
12510Q100
CCC INTELLIGENT SOLUTIONS HL
Increased$143,930$8.9M0.00%
339750101
FLOOR & DECOR HLDGS INC
Increased$74,841$977,0600.00%
64110W102
NETEASE INC
Reduced-$71,629$420,9820.00%
70450Y103
PAYPAL HLDGS INC
Reduced-$52,560$635,1020.00%
89055F103
TOPBUILD CORP
Reduced-$32,556$1.6M0.00%
46435U853
ISHARES TR
Reduced-$22,618$967,5770.00%
103002101
BOWMAN CONSULTING GROUP LTD
Reduced-$19,517$972,2390.00%
74758T303
QUALYS INC
Reduced-$11,653$2.6M0.00%
09239B109
BLACKLINE INC
Reduced-$5,877$3.8M0.00%

Evidence

Related Cards

PC
Reduced79466L302

Polen Capital

Polen Capital filed a 13F change in SALESFORCE INC (79466L302) on 2025-02-10, covering period end 2024-09-30.

PC
Reduced594918104

Polen Capital

Polen Capital filed a 13F change in MICROSOFT CORP (594918104) on 2025-02-10, covering period end 2024-09-30.

PC
Reduced23135106

Polen Capital

Polen Capital filed a 13F change in AMAZON COM INC (23135106) on 2025-02-10, covering period end 2024-09-30.

Polen Capital disclosed new in SPOTIFY TECHNOLOGY S A | TradingNote AI