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POLEN CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from POLEN CAPITAL MANAGEMENT LLC
Filed: 2018-08-09 (Q2 2018) | Holdings: 59 | Value: $15.6B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| ADBE - ADOBE SYS INC | New Purchase | 8.72% | $1.4B | +35.34% | -6.08% | +14.54% | |
| MSFT - MICROSOFT CORP | New Purchase | 8.68% | $1.4B | +412.28% | -1.95% | +26.11% | |
| GOOG - ALPHABET INC | New Purchase | 7.22% | $1.1B | +227.10% | -16.44% | -5.49% | |
| V - VISA INC | New Purchase | 7.13% | $1.1B | +152.69% | +0.04% | +26.90% | |
| NKE - NIKE INC | New Purchase | 6.74% | $1.0B | -0.04% | -6.85% | +2.12% | |
| ADP - AUTOMATIC DATA PROCESSING IN | New Purchase | 6.16% | $958.7M | +157.10% | +5.14% | +22.87% | |
| ACN - ACCENTURE PLC IRELAND | New Purchase | 5.38% | $838.3M | +66.71% | +2.42% | +20.79% | |
| ALGN - ALIGN TECHNOLOGY INC | New Purchase | 5.20% | $809.8M | -61.54% | -40.26% | -50.60% | |
| ZTS - ZOETIS INC | New Purchase | 5.09% | $791.8M | +68.87% | +2.44% | +35.34% | |
| ORLY - O REILLY AUTOMOTIVE INC NEW | New Purchase | 4.98% | $775.6M | +390.34% | +10.54% | +17.32% | |
| META - FACEBOOK INC | New Purchase | 4.83% | $751.8M | +324.92% | -22.24% | +1.83% | |
| IT - GARTNER INC | New Purchase | 4.68% | $729.3M | +64.36% | +4.44% | -7.77% | |
| ORCL - ORACLE CORP | New Purchase | 4.59% | $714.4M | +474.91% | +2.17% | +11.92% | |
| DG - DOLLAR GEN CORP NEW | New Purchase | 4.44% | $691.4M | +24.40% | +13.49% | +33.30% | |
| SBUX - STARBUCKS CORP | New Purchase | 3.85% | $600.2M | +106.05% | +31.63% | +87.49% | |
| REGN - REGENERON PHARMACEUTICALS | New Purchase | 3.29% | $511.8M | +52.08% | -6.64% | -20.30% | |
| MA - MASTERCARD INCORPORATED | New Purchase | 3.05% | $475.2M | +194.23% | -1.77% | +33.76% | |
| BKNG - BOOKING HLDGS INC | New Purchase | 3.02% | $470.7M | +186.64% | -0.19% | +0.37% | |
| GOOGL - ALPHABET INC | New Purchase | 2.51% | $390.3M | +221.84% | -16.66% | -6.73% | |
| BABA - ALIBABA GROUP HLDG LTD | New Purchase | 0.06% | $9.9M | -27.87% | -18.65% | -9.26% | |
| ICLR - ICON PLC | New Purchase | 0.06% | $8.6M | +10.07% | -4.12% | +8.02% | |
| SAP - SAP SE | New Purchase | 0.05% | $7.2M | +182.01% | -9.66% | +7.13% | |
| ULVR - UNILEVER PLC | New Purchase | 0.04% | $5.6M | +37.18% | -3.89% | +9.74% | |
| BIDU - BAIDU INC | New Purchase | 0.04% | $5.5M | -59.83% | -17.04% | -56.29% | |
| MDT - MEDTRONIC PLC | New Purchase | 0.03% | $4.7M | +23.54% | +2.46% | +13.58% | |
| RENX - RELX NV | New Purchase | 0.03% | $4.2M | ||||
| IWF - ISHARES TR | New Purchase | 0.02% | $3.5M | +212.83% | -5.72% | +5.57% | |
| CHKP - CHECK POINT SOFTWARE TECH LT | New Purchase | 0.02% | $3.5M | +61.64% | -2.32% | -3.51% | |
| NOVO B - NOVO-NORDISK A S | New Purchase | 0.01% | $1.1M | +138.26% | -4.62% | +8.96% | |
| POOL - POOL CORPORATION | New Purchase | 0.01% | $822.0K | +105.10% | -7.64% | +22.75% | |
| FOXF - FOX FACTORY HLDG CORP | New Purchase | 0.00% | $685.0K | -55.76% | +6.02% | +15.86% | |
| CMD - CANTEL MEDICAL CORP | New Purchase | 0.00% | $637.0K | -12.73% | -6.41% | ||
| BLKB - BLACKBAUD INC | New Purchase | 0.00% | $636.0K | -32.39% | -27.26% | -3.89% | |
| STMP - STAMPS COM INC | New Purchase | 0.00% | $636.0K | -34.88% | -77.66% | ||
| NTRI - NUTRI SYS INC NEW | New Purchase | 0.00% | $611.0K | -9.43% | |||
| MDSO - MEDIDATA SOLUTIONS INC | New Purchase | 0.00% | $597.0K | -8.44% | +19.27% | ||
| OLLI - OLLIES BARGAIN OUTLT HLDGS I | New Purchase | 0.00% | $591.0K | +89.75% | +26.88% | +7.54% | |
| LFUS - LITTELFUSE INC | New Purchase | 0.00% | $569.0K | +21.17% | -16.96% | -29.64% | |
| TREX - TREX CO INC | New Purchase | 0.00% | $546.0K | +52.83% | -21.69% | +4.53% | |
| LOPE - GRAND CANYON ED INC | New Purchase | 0.00% | $545.0K | +73.11% | +10.93% | +8.58% | |
| PAYC - PAYCOM SOFTWARE INC | New Purchase | 0.00% | $542.0K | +75.51% | -7.89% | +79.65% | |
| NEOG - NEOGEN CORP | New Purchase | 0.00% | $518.0K | -87.84% | -24.45% | -16.03% | |
| FIVE - FIVE BELOW INC | New Purchase | 0.00% | $497.0K | +28.40% | +18.67% | +2.25% | |
| MPWR - MONOLITHIC PWR SYS INC | New Purchase | 0.00% | $478.0K | +517.09% | -13.33% | +6.52% | |
| HCSG - HEALTHCARE SVCS GRP INC | New Purchase | 0.00% | $449.0K | -58.09% | +7.70% | -40.71% | |
| GLOB - GLOBANT S A | New Purchase | 0.00% | $447.0K | +29.41% | -8.84% | +79.28% | |
| TXRH - TEXAS ROADHOUSE INC | New Purchase | 0.00% | $435.0K | +203.79% | +3.41% | -14.38% | |
| AMN - AMN HEALTHCARE SERVICES INC | New Purchase | 0.00% | $424.0K | -69.67% | +1.62% | -2.80% | |
| ALRM - ALARM COM HLDGS INC | New Purchase | 0.00% | $385.0K | +10.70% | -3.99% | -1.75% | |
| MASI - MASIMO CORP | New Purchase | 0.00% | $347.0K | +32.71% | +1.92% | +39.89% | |