PC
Polen Capital disclosed increased in ELI LILLY & CO
Polen Capital filed a 13F change in ELI LILLY & CO (532457108) on 2025-05-12, covering period end 2025-03-31.
Action
Increased
Capital
$1,449,117,615 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
131 changes from Polen Capital, filed 2025-05-12 for period end 2025-03-31.
$31.8B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
81762P102 SERVICENOW INC | Reduced | -$976.8M | $756.1M | 3.07% |
37833100 APPLE INC | Reduced | -$949.4M | $595.6M | 2.98% |
02079K107 ALPHABET INC | Reduced | -$947.9M | $1.2B | 2.98% |
G0403H108 AON PLC | Increased | $942.0M | $1.2B | 2.96% |
23135106 AMAZON COM INC | Reduced | -$911.7M | $3.4B | 2.86% |
64110L106 NETFLIX INC | Reduced | -$711.9M | $828.2M | 2.24% |
855244109 STARBUCKS CORP | New | $503.5M | $503.5M | 1.58% |
670100205 NOVO-NORDISK A S | Reduced | -$481.5M | $69.6M | 1.51% |
594918104 MICROSOFT CORP | Reduced | -$472.0M | $2.2B | 1.48% |
532457108 ELI LILLY & CO | Increased | $449.1M | $1.4B | 1.41% |
82509L107 SHOPIFY INC | Reduced | -$358.1M | $1.5B | 1.12% |
00724F101 ADOBE INC | Reduced | -$259.9M | $1.1B | 0.82% |
G1151C101 ACCENTURE PLC IRELAND | Reduced | -$239.5M | $1.0B | 0.75% |
98978V103 ZOETIS INC | Increased | $229.2M | $1.4B | 0.72% |
98138H101 WORKDAY INC | Reduced | -$185.2M | $921.2M | 0.58% |
55354G100 MSCI INC | Reduced | -$162.9M | $1.1B | 0.51% |
9066101 AIRBNB INC | Reduced | -$156.8M | $923.0M | 0.49% |
02079K305 ALPHABET INC | Reduced | -$138.4M | $94.5M | 0.43% |
883556102 THERMO FISHER SCIENTIFIC INC | Reduced | -$124.7M | $1.2B | 0.39% |
803054204 SAP SE | Reduced | -$100.5M | $145.7M | 0.32% |
366651107 GARTNER INC | Reduced | -$86.6M | $350.7M | 0.27% |
G96629103 WILLIS TOWERS WATSON PLC LTD | Increased | $83.6M | $123.9M | 0.26% |
57636Q104 MASTERCARD INCORPORATED | Reduced | -$78.9M | $1.8B | 0.25% |
2824100 ABBOTT LABS | Increased | $75.1M | $1.5B | 0.24% |
58733R102 MERCADOLIBRE INC | Increased | $71.5M | $133.7M | 0.22% |
464287614 ISHARES TR | Reduced | -$63.0M | $139.2M | 0.20% |
22160N109 COSTAR GROUP INC | Increased | $57.9M | $523.1M | 0.18% |
L44385109 GLOBANT S A | Reduced | -$44.9M | $91.2M | 0.14% |
G4705A100 ICON PLC | Reduced | -$38.1M | $111.1M | 0.12% |
92826C839 VISA INC | Increased | $31.9M | $2.1B | 0.10% |
70432V102 PAYCOM SOFTWARE INC | Increased | $26.7M | $676.8M | 0.08% |
91324P102 UNITEDHEALTH GROUP INC | Reduced | -$26.0M | $543.4M | 0.08% |
68389X105 ORACLE CORP | Reduced | -$24.1M | $1.8B | 0.08% |
464288240 ISHARES TR | Reduced | -$16.6M | $3.3M | 0.05% |
88034P109 TENCENT MUSIC ENTMT GROUP | Increased | $16.5M | $28.5M | 0.05% |
904767704 UNILEVER PLC | Sold out | -$13.8M | $0 | 0.04% |
922908736 VANGUARD INDEX FDS | Reduced | -$10.6M | $5.4M | 0.03% |
N07059210 ASML HOLDING N V | Reduced | -$8.2M | $34.9M | 0.03% |
464288257 ISHARES TR | Increased | $7.4M | $44.8M | 0.02% |
G6683N103 NU HLDGS LTD | Increased | $7.2M | $30.4M | 0.02% |
76156B107 REVOLVE GROUP INC | Reduced | -$6.8M | $3.4M | 0.02% |
40415F101 HDFC BANK LTD | Reduced | -$6.2M | $43.3M | 0.02% |
G5960L103 MEDTRONIC PLC | Reduced | -$5.9M | $56.6M | 0.02% |
L8681T102 SPOTIFY TECHNOLOGY S A | Reduced | -$5.9M | $21.3M | 0.02% |
93403J106 WARBY PARKER INC | Reduced | -$5.1M | $2.7M | 0.02% |
M7S64H106 MONDAY COM LTD | Increased | $4.8M | $17.3M | 0.02% |
78462F103 SPDR S&P 500 ETF TR | Reduced | -$4.8M | $809,812 | 0.02% |
H5919C104 ON HLDG AG | Reduced | -$4.8M | $10.5M | 0.01% |
79466L302 SALESFORCE INC | Reduced | -$4.3M | $2.2M | 0.01% |
12510Q100 CCC INTELLIGENT SOLUTIONS HL | Reduced | -$4.0M | $4.9M | 0.01% |
98585X104 YETI HLDGS INC | Sold out | -$3.8M | $0 | 0.01% |
26856L103 E L F BEAUTY INC | Reduced | -$3.4M | $4.4M | 0.01% |
368736104 GENERAC HLDGS INC | Reduced | -$2.7M | $4.2M | 0.01% |
517834107 LAS VEGAS SANDS CORP | Reduced | -$2.6M | $5.4M | 0.01% |
58506Q109 MEDPACE HLDGS INC | Increased | $2.1M | $7.5M | 0.01% |
759916109 REPLIGEN CORP | Reduced | -$1.9M | $3.9M | 0.01% |
302081104 EXLSERVICE HOLDINGS INC | Reduced | -$1.9M | $12.3M | 0.01% |
922042742 VANGUARD INTL EQUITY INDEX F | Reduced | -$1.9M | $1.3M | 0.01% |
G29018101 DLOCAL LTD | Reduced | -$1.8M | $5.2M | 0.01% |
38267D109 GOOSEHEAD INS INC | Reduced | -$1.8M | $7.2M | 0.01% |
46436E718 ISHARES TR | Increased | $1.8M | $2.3M | 0.01% |
53015103 AUTOMATIC DATA PROCESSING IN | Reduced | -$1.7M | $50.9M | 0.01% |
7.434E+107 PROGYNY INC | Increased | $1.3M | $5.8M | 0.00% |
722304102 PDD HOLDINGS INC | Increased | $1.3M | $7.8M | 0.00% |
88162G103 TETRA TECH INC NEW | Reduced | -$1.3M | $411,284 | 0.00% |
11642105 ALARM COM HLDGS INC | Sold out | -$1.3M | $0 | 0.00% |
26701L100 DUTCH BROS INC | Reduced | -$1.3M | $4.2M | 0.00% |
35138V102 FOX FACTORY HLDG CORP | Sold out | -$1.2M | $0 | 0.00% |
09073M104 BIO-TECHNE CORP | Increased | $1.2M | $2.7M | 0.00% |
09239B109 BLACKLINE INC | Reduced | -$1.1M | $2.7M | 0.00% |
99502106 BOOZ ALLEN HAMILTON HLDG COR | Sold out | -$1.1M | $0 | 0.00% |
441593100 HOULIHAN LOKEY INC | Reduced | -$1.0M | $5.2M | 0.00% |
3.3767E+206 FIRSTSERVICE CORP NEW | Reduced | -$1.0M | $4.9M | 0.00% |
46435U853 ISHARES TR | Sold out | -$967,577 | $0 | 0.00% |
16255101 ALIGN TECHNOLOGY INC | Sold out | -$939,062 | $0 | 0.00% |
971378104 WILLSCOT HLDGS CORP | Reduced | -$931,768 | $3.3M | 0.00% |
52769106 AUTODESK INC | Reduced | -$886,491 | $642,794 | 0.00% |
21874C102 CORE & MAIN INC | Reduced | -$873,895 | $6.0M | 0.00% |
78709Y105 SAIA INC | New | $860,996 | $860,996 | 0.00% |
48241A105 KB FINL GROUP INC | Sold out | -$826,700 | $0 | 0.00% |
29786A106 ETSY INC | Sold out | -$795,307 | $0 | 0.00% |
159864107 CHARLES RIV LABS INTL INC | Sold out | -$784,181 | $0 | 0.00% |
89531P105 TREX CO INC | Increased | $690,749 | $4.6M | 0.00% |
131193104 TOPGOLF CALLAWAY BRANDS CORP | Sold out | -$656,043 | $0 | 0.00% |
P31076105 COPA HOLDINGS SA | Sold out | -$640,909 | $0 | 0.00% |
654106103 NIKE INC | Reduced | -$635,497 | $394,152 | 0.00% |
82982L103 SITEONE LANDSCAPE SUPPLY INC | Reduced | -$589,646 | $2.6M | 0.00% |
74758T303 QUALYS INC | Reduced | -$513,971 | $2.1M | 0.00% |
185123106 CLEARWATER ANALYTICS HLDGS I | Reduced | -$506,511 | $3.3M | 0.00% |
78468R663 SPDR SER TR | New | $480,849 | $480,849 | 0.00% |
50187T106 LGI HOMES INC | Reduced | -$473,980 | $965,349 | 0.00% |
407497106 HAMILTON LANE INC | Reduced | -$459,719 | $7.8M | 0.00% |
750917106 RAMBUS INC DEL | Increased | $402,696 | $5.6M | 0.00% |
464287648 ISHARES TR | New | $390,530 | $390,530 | 0.00% |
562750109 MANHATTAN ASSOCIATES INC | New | $385,187 | $385,187 | 0.00% |
199908104 COMFORT SYS USA INC | New | $375,837 | $375,837 | 0.00% |
464287572 ISHARES TR | Reduced | -$370,421 | $305,553 | 0.00% |
29414B104 EPAM SYS INC | Reduced | -$357,928 | $2.8M | 0.00% |
77454106 BELDEN INC | Increased | $351,012 | $3.1M | 0.00% |
98850P109 YUM CHINA HLDGS INC | Increased | $336,979 | $4.5M | 0.00% |
681116109 OLLIES BARGAIN OUTLET HLDGS | Reduced | -$335,920 | $1.0M | 0.00% |
974155103 WINGSTOP INC | New | $332,956 | $332,956 | 0.00% |
21044C107 CONSTRUCTION PARTNERS INC | Reduced | -$330,755 | $2.5M | 0.00% |
03820C105 APPLIED INDL TECHNOLOGIES IN | Increased | $324,598 | $4.8M | 0.00% |
268150109 DYNATRACE INC | Reduced | -$317,537 | $1.3M | 0.00% |
70450Y103 PAYPAL HLDGS INC | Reduced | -$312,553 | $322,549 | 0.00% |
Y4600W108 KAROOOOO LTD | Reduced | -$305,793 | $293,483 | 0.00% |
48581R205 KASPI KZ JSC | Sold out | -$294,075 | $0 | 0.00% |
83066P309 SKILLSOFT CORP | Reduced | -$269,852 | $1.1M | 0.00% |
339750101 FLOOR & DECOR HLDGS INC | Reduced | -$258,946 | $718,114 | 0.00% |
617700109 MORNINGSTAR INC | Reduced | -$255,644 | $1.1M | 0.00% |
73278L105 POOL CORP | Reduced | -$244,512 | $1.8M | 0.00% |
G3323L100 FABRINET | Increased | $240,220 | $3.0M | 0.00% |
08265T208 BENTLEY SYS INC | Reduced | -$233,993 | $765,714 | 0.00% |
74624M102 PURE STORAGE INC | Reduced | -$228,940 | $424,859 | 0.00% |
37954Y889 GLOBAL X FDS | Increased | $227,275 | $3.6M | 0.00% |
31488V107 FERGUSON ENTERPRISES INC | Sold out | -$214,880 | $0 | 0.00% |
103002101 BOWMAN CONSULTING GROUP LTD | Reduced | -$199,087 | $773,152 | 0.00% |
194693107 COLLIERS INTL GROUP INC | Reduced | -$156,216 | $962,273 | 0.00% |
360206 AAON INC | Increased | $151,221 | $3.9M | 0.00% |
70438V106 PAYLOCITY HLDG CORP | Increased | $148,305 | $5.9M | 0.00% |
464287655 ISHARES TR | Reduced | -$144,048 | $2.1M | 0.00% |
89055F103 TOPBUILD CORP | Reduced | -$121,487 | $1.5M | 0.00% |
57060D108 MARKETAXESS HLDGS INC | Reduced | -$109,504 | $875,352 | 0.00% |
29362U104 ENTEGRIS INC | Reduced | -$82,804 | $1.0M | 0.00% |
45780R101 INSTALLED BLDG PRODS INC | Reduced | -$77,195 | $2.7M | 0.00% |
M2197Q107 CELLEBRITE DI LTD | Increased | $66,123 | $288,516 | 0.00% |
1744101 AMN HEALTHCARE SVCS INC | Increased | $30,921 | $943,278 | 0.00% |
49714P108 KINSALE CAP GROUP INC | Reduced | -$26,634 | $2.1M | 0.00% |
64110W102 NETEASE INC | Increased | $23,735 | $444,717 | 0.00% |
45765U103 INSIGHT ENTERPRISES INC | Increased | $17,931 | $6.3M | 0.00% |