13F filing recap · Q4 2023
What did Polen Capital Management buy in Q4 2023?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Polen account, including accounts that belong to no fund below.
Stock value
$41.47B
Positions
106
Estimated turnover
42.1%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
New positions
SGOViShares Trust$67.86Mreported value+5.0K sharesMKTXMarketaxess Holdings Inc.$67.86Mreported value+4.5K sharesBILSPDR Series Trust$55.44Mreported value+606.6K sharesCNMCore & Main, Inc.$7.56Mreported value+187.1K sharesGNRCGenerac Holdings Inc.$5.96Mreported value+46.1K sharesIWMiShares Trust$5.17Mreported value+1.8K sharesLGIHLgi Homes, Inc.$5.17Mreported value+25.2K sharesMEDPMedpace Holdings, Inc.$5.17Mreported value+16.9K sharesVONGVanguard Scottsdale Funds$2.60Mreported value+33.3K sharesBWMNBowman Consulting Group Ltd.$2.01Mreported value+56.6K sharesCALYTopgolf Callaway Brands Corp$1.87Mreported value+130.7K sharesTECHBio-Techne Corp$1.73Mreported value+22.4K sharesSKILSkillsoft Corp.$1.37Mreported value+78.2K sharesPOOLPool Corporation$1.35Mreported value+3.4K sharesSPYSPDR S&P 500 ETF Trust$314.6Kreported value+662 shares