13F filing recap · Q2 2024
What did Polen Capital Management buy in Q2 2024?
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
$39.86B
Positions
110
Estimated turnover
17.6%
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
PDDPdd Holdings Inc.$7.30Mreported value+54.9K sharesOPCHOption Care Health, Inc.$4.25Mreported value+153.5K sharesAAONAaon, Inc.$3.04Mreported value+34.9K sharesIBPInstalled Building Products, Inc.$2.69Mreported value+13.1K sharesRGENRepligen Corp$1.84Mreported value+14.6K sharesAITApplied Industrial Technologies, Inc.$1.47Mreported value+7.6K sharesROADConstruction Partners, Inc.$1.41Mreported value+25.6K sharesOLLIOllie’s Bargain Outlet Holdings, Inc.$1.26Mreported value+12.8K sharesKSPIJoint Stock Company Kaspi.kz$1.25Mreported value+9.7K sharesKNSLKinsale Capital Group, Inc.$891.9Kreported value+2.3K sharesTTEKTetra Tech, Inc.$676.6Kreported value+3.3K sharesMETAMeta Platforms, Inc.$407.3Kreported value+808 shares