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Владения компаниями для Polen Capital Management, LLC

Компания Доля, %
Autodesk 1.83
Audacy, Inc. 1.83
Align Technology, Inc. 1.7
ICON Public Limited Company 0.94
Adobe 0.72
Starbucks 0.67
Revolve Group, Inc. 0.37
Fox Factory Holding Corp. 0.23
Alarm.com 0.22
AppFolio, Inc. 0.2
Goosehead Insurance, Inc 0.2
Trupanion, Inc. 0.2
Medpace Holdings, Inc. 0.17
Endava plc 0.16
Olo Inc. 0.16
Progyny, Inc. 0.16
Google Alphabet 0.15
BlackLine 0.15
YETI Holdings, Inc. 0.14
Qualys 0.14
Helen of Troy Limited 0.13
Duck Creek Technologies, Inc. 0.12
WD-40 Company 0.08
Check Point Software 0.08
Blackbaud, Inc. 0.06
Paylocity Holding Corporation 0.06
ETSY 0.04
Smith & Nephew plc 0.03
NagaCorp Ltd. 0.02
Mail.Ru Group 0.02
Dynatrace, Inc. 0.01
Epam 0.01
Aspen 0.01
RH 0.01
Яндекс (Yandex) 0.01
Tenneco Inc. 0.01
Fair Isaac Corporation 0.01
The Trade Desk, Inc. 0
Generac Holdings Inc. 0
Tencent Music Entertainment Group 0