PC
Polen Capital disclosed new in SPOTIFY TECHNOLOGY S A
Polen Capital filed a 13F change in SPOTIFY TECHNOLOGY S A (L8681T102) on 2025-02-10, covering period end 2024-12-31.
Action
New
Capital
$27,227,935 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
133 changes from Polen Capital, filed 2025-02-10 for period end 2024-12-31.
$37.0B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
91324P102 UNITEDHEALTH GROUP INC | Reduced | -$597.9M | $569.4M | 1.62% |
532457108 ELI LILLY & CO | Increased | $566.0M | $1.0B | 1.53% |
23135106 AMAZON COM INC | Reduced | -$508.7M | $4.3B | 1.37% |
22160N109 COSTAR GROUP INC | New | $465.1M | $465.1M | 1.26% |
883556102 THERMO FISHER SCIENTIFIC INC | Reduced | -$455.8M | $1.3B | 1.23% |
00724F101 ADOBE INC | Reduced | -$373.7M | $1.3B | 1.01% |
594918104 MICROSOFT CORP | Reduced | -$315.3M | $2.7B | 0.85% |
366651107 GARTNER INC | Reduced | -$307.3M | $437.3M | 0.83% |
82509L107 SHOPIFY INC | Increased | $296.0M | $1.8B | 0.80% |
68389X105 ORACLE CORP | Increased | $292.9M | $1.8B | 0.79% |
670100205 NOVO-NORDISK A S | Reduced | -$265.2M | $551.0M | 0.72% |
81762P102 SERVICENOW INC | Reduced | -$256.0M | $1.7B | 0.69% |
64110L106 NETFLIX INC | Increased | $186.9M | $1.5B | 0.50% |
2824100 ABBOTT LABS | Reduced | -$153.8M | $1.4B | 0.42% |
G4705A100 ICON PLC | Reduced | -$153.5M | $149.2M | 0.41% |
464287614 ISHARES TR | Increased | $141.4M | $202.2M | 0.38% |
G1151C101 ACCENTURE PLC IRELAND | Reduced | -$138.7M | $1.2B | 0.37% |
9066101 AIRBNB INC | Reduced | -$84.7M | $1.1B | 0.23% |
92826C839 VISA INC | Increased | $83.6M | $2.1B | 0.23% |
55354G100 MSCI INC | Reduced | -$79.6M | $1.2B | 0.22% |
98138H101 WORKDAY INC | Reduced | -$67.5M | $1.1B | 0.18% |
70432V102 PAYCOM SOFTWARE INC | Increased | $65.3M | $650.1M | 0.18% |
57636Q104 MASTERCARD INCORPORATED | Reduced | -$53.9M | $1.8B | 0.15% |
G96629103 WILLIS TOWERS WATSON PLC LTD | New | $40.3M | $40.3M | 0.11% |
02079K107 ALPHABET INC | Reduced | -$34.2M | $2.1B | 0.09% |
G5960L103 MEDTRONIC PLC | Reduced | -$29.6M | $62.5M | 0.08% |
L8681T102 SPOTIFY TECHNOLOGY S A | New | $27.2M | $27.2M | 0.07% |
464288257 ISHARES TR | Increased | $26.4M | $37.3M | 0.07% |
98978V103 ZOETIS INC | Reduced | -$24.7M | $1.2B | 0.07% |
37833100 APPLE INC | Reduced | -$24.6M | $1.5B | 0.07% |
G6683N103 NU HLDGS LTD | New | $23.2M | $23.2M | 0.06% |
02079K305 ALPHABET INC | Increased | $21.5M | $232.9M | 0.06% |
58733R102 MERCADOLIBRE INC | Reduced | -$17.8M | $62.2M | 0.05% |
464288240 ISHARES TR | Increased | $17.6M | $19.8M | 0.05% |
N07059210 ASML HOLDING N V | Reduced | -$13.0M | $43.1M | 0.04% |
M7S64H106 MONDAY COM LTD | New | $12.5M | $12.5M | 0.03% |
G0403H108 AON PLC | Reduced | -$12.0M | $258.4M | 0.03% |
922908736 VANGUARD INDEX FDS | Increased | $10.7M | $16.0M | 0.03% |
L44385109 GLOBANT S A | Increased | $10.6M | $136.1M | 0.03% |
88034P109 TENCENT MUSIC ENTMT GROUP | Reduced | -$6.5M | $12.0M | 0.02% |
464287200 ISHARES TR | Sold out | -$6.2M | $0 | 0.02% |
722304102 PDD HOLDINGS INC | Reduced | -$6.2M | $6.5M | 0.02% |
298736109 EURONET WORLDWIDE INC | Sold out | -$5.9M | $0 | 0.02% |
98850P109 YUM CHINA HLDGS INC | Reduced | -$5.4M | $4.1M | 0.01% |
11642105 ALARM COM HLDGS INC | Reduced | -$5.2M | $1.3M | 0.01% |
185123106 CLEARWATER ANALYTICS HLDGS I | Reduced | -$4.7M | $3.9M | 0.01% |
441593100 HOULIHAN LOKEY INC | Reduced | -$4.5M | $6.3M | 0.01% |
78462F103 SPDR S&P 500 ETF TR | Increased | $4.5M | $5.6M | 0.01% |
68404L201 OPTION CARE HEALTH INC | Sold out | -$4.5M | $0 | 0.01% |
971378104 WILLSCOT HLDGS CORP | New | $4.2M | $4.2M | 0.01% |
26701L100 DUTCH BROS INC | Increased | $4.1M | $5.5M | 0.01% |
48241A105 KB FINL GROUP INC | Reduced | -$4.0M | $826,700 | 0.01% |
62945V109 NV5 GLOBAL INC | Sold out | -$3.8M | $0 | 0.01% |
89531P105 TREX CO INC | Increased | $3.5M | $3.9M | 0.01% |
79466L302 SALESFORCE INC | Reduced | -$3.2M | $6.5M | 0.01% |
40415F101 HDFC BANK LTD | Reduced | -$3.0M | $49.5M | 0.01% |
904767704 UNILEVER PLC | Reduced | -$2.9M | $13.8M | 0.01% |
750917106 RAMBUS INC DEL | Increased | $2.9M | $5.2M | 0.01% |
G3323L100 FABRINET | New | $2.8M | $2.8M | 0.01% |
77454106 BELDEN INC | New | $2.7M | $2.7M | 0.01% |
922042742 VANGUARD INTL EQUITY INDEX F | Increased | $2.7M | $3.1M | 0.01% |
803054204 SAP SE | Increased | $2.3M | $246.2M | 0.01% |
368736104 GENERAC HLDGS INC | Reduced | -$2.3M | $6.9M | 0.01% |
517834107 LAS VEGAS SANDS CORP | Reduced | -$2.3M | $7.9M | 0.01% |
53015103 AUTOMATIC DATA PROCESSING IN | Reduced | -$2.2M | $52.6M | 0.01% |
70438V106 PAYLOCITY HLDG CORP | Increased | $1.9M | $5.7M | 0.01% |
29109X106 ASPEN TECHNOLOGY INC | Sold out | -$1.8M | $0 | 0.00% |
302081104 EXLSERVICE HOLDINGS INC | Increased | $1.7M | $14.2M | 0.00% |
45765U103 INSIGHT ENTERPRISES INC | Increased | $1.7M | $6.3M | 0.00% |
45780R101 INSTALLED BLDG PRODS INC | Reduced | -$1.7M | $2.8M | 0.00% |
16255101 ALIGN TECHNOLOGY INC | Reduced | -$1.7M | $939,062 | 0.00% |
35138V102 FOX FACTORY HLDG CORP | Reduced | -$1.6M | $1.2M | 0.00% |
7.434E+107 PROGYNY INC | Reduced | -$1.6M | $4.5M | 0.00% |
902252105 TYLER TECHNOLOGIES INC | Sold out | -$1.4M | $0 | 0.00% |
46436E718 ISHARES TR | Reduced | -$1.3M | $558,682 | 0.00% |
57060D108 MARKETAXESS HLDGS INC | Reduced | -$1.2M | $984,856 | 0.00% |
407497106 HAMILTON LANE INC | Reduced | -$1.2M | $8.2M | 0.00% |
194693107 COLLIERS INTL GROUP INC | New | $1.1M | $1.1M | 0.00% |
29362U104 ENTEGRIS INC | New | $1.1M | $1.1M | 0.00% |
08265T208 BENTLEY SYS INC | New | $999,707 | $999,707 | 0.00% |
1744101 AMN HEALTHCARE SVCS INC | Reduced | -$987,236 | $912,357 | 0.00% |
29414B104 EPAM SYS INC | Reduced | -$978,486 | $3.1M | 0.00% |
93403J106 WARBY PARKER INC | Increased | $975,651 | $7.7M | 0.00% |
98585X104 YETI HLDGS INC | Reduced | -$869,895 | $3.8M | 0.00% |
50187T106 LGI HOMES INC | Reduced | -$863,537 | $1.4M | 0.00% |
G29018101 DLOCAL LTD | Reduced | -$834,190 | $7.1M | 0.00% |
03820C105 APPLIED INDL TECHNOLOGIES IN | Increased | $828,048 | $4.4M | 0.00% |
3.3767E+206 FIRSTSERVICE CORP NEW | Increased | $798,337 | $5.9M | 0.00% |
464287655 ISHARES TR | Reduced | -$744,688 | $2.2M | 0.00% |
26856L103 E L F BEAUTY INC | Increased | $726,263 | $7.7M | 0.00% |
82982L103 SITEONE LANDSCAPE SUPPLY INC | Increased | $722,112 | $3.2M | 0.00% |
83066P309 SKILLSOFT CORP | Increased | $707,309 | $1.4M | 0.00% |
09073M104 BIO-TECHNE CORP | Reduced | -$698,176 | $1.5M | 0.00% |
464287572 ISHARES TR | New | $675,974 | $675,974 | 0.00% |
617700109 MORNINGSTAR INC | Reduced | -$661,883 | $1.3M | 0.00% |
74624M102 PURE STORAGE INC | New | $653,799 | $653,799 | 0.00% |
73278L105 POOL CORP | Increased | $649,074 | $2.0M | 0.00% |
88162G103 TETRA TECH INC NEW | Increased | $629,046 | $1.7M | 0.00% |
48581R205 KASPI KZ JSC | Reduced | -$593,167 | $294,075 | 0.00% |
29786A106 ETSY INC | Reduced | -$578,394 | $795,307 | 0.00% |
759916109 REPLIGEN CORP | Increased | $571,937 | $5.8M | 0.00% |
268150109 DYNATRACE INC | Reduced | -$496,864 | $1.6M | 0.00% |
78468R663 SPDR SERIES TRUST | Sold out | -$465,647 | $0 | 0.00% |
52769106 AUTODESK INC | Reduced | -$464,889 | $1.5M | 0.00% |
33829M101 FIVE BELOW INC | Sold out | -$442,103 | $0 | 0.00% |
H5919C104 ON HLDG AG | Increased | $426,840 | $15.2M | 0.00% |
37954Y889 GLOBAL X FDS | Reduced | -$425,348 | $3.4M | 0.00% |
38267D109 GOOSEHEAD INS INC | Reduced | -$413,405 | $9.0M | 0.00% |
131193104 TOPGOLF CALLAWAY BRANDS CORP | Reduced | -$397,734 | $656,043 | 0.00% |
58506Q109 MEDPACE HLDGS INC | Increased | $394,754 | $5.4M | 0.00% |
21044C107 CONSTRUCTION PARTNERS INC | Increased | $381,901 | $2.8M | 0.00% |
99502106 BOOZ ALLEN HAMILTON HLDG COR | Increased | $376,877 | $1.1M | 0.00% |
21874C102 CORE & MAIN INC | Increased | $365,518 | $6.9M | 0.00% |
654106103 NIKE INC | Reduced | -$317,279 | $1.0M | 0.00% |
159864107 CHARLES RIV LABS INTL INC | Reduced | -$299,942 | $784,181 | 0.00% |
P31076105 COPA HOLDINGS SA | Reduced | -$262,583 | $640,909 | 0.00% |
29260V105 ENDAVA PLC | Sold out | -$249,689 | $0 | 0.00% |
M2197Q107 CELLEBRITE DI LTD | New | $222,393 | $222,393 | 0.00% |
76156B107 REVOLVE GROUP INC | Increased | $216,781 | $10.2M | 0.00% |
31488V107 FERGUSON ENTERPRISES INC | New | $214,880 | $214,880 | 0.00% |
Y4600W108 KAROOOOO LTD | Increased | $177,851 | $599,276 | 0.00% |
360206 AAON INC | Increased | $162,572 | $3.7M | 0.00% |
681116109 OLLIES BARGAIN OUTLET HLDGS | Increased | $157,429 | $1.4M | 0.00% |
49714P108 KINSALE CAP GROUP INC | Increased | $154,444 | $2.1M | 0.00% |
12510Q100 CCC INTELLIGENT SOLUTIONS HL | Increased | $143,930 | $8.9M | 0.00% |
339750101 FLOOR & DECOR HLDGS INC | Increased | $74,841 | $977,060 | 0.00% |
64110W102 NETEASE INC | Reduced | -$71,629 | $420,982 | 0.00% |
70450Y103 PAYPAL HLDGS INC | Reduced | -$52,560 | $635,102 | 0.00% |
89055F103 TOPBUILD CORP | Reduced | -$32,556 | $1.6M | 0.00% |
46435U853 ISHARES TR | Reduced | -$22,618 | $967,577 | 0.00% |
103002101 BOWMAN CONSULTING GROUP LTD | Reduced | -$19,517 | $972,239 | 0.00% |
74758T303 QUALYS INC | Reduced | -$11,653 | $2.6M | 0.00% |
09239B109 BLACKLINE INC | Reduced | -$5,877 | $3.8M | 0.00% |