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POLEN CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from POLEN CAPITAL MANAGEMENT LLC
Filed: 2019-05-13 (Q1 2019) | Holdings: 59 | Value: $19.1B | 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 |
| MSFT - MICROSOFT CORP | Add 7% ($115.1M) | 9.36% | $1.8B | +346.94% | +8.92% | +47.67% | |
| V - VISA INC | Add 5% ($73.3M) | 7.44% | $1.4B | +122.45% | +9.92% | +15.31% | |
| META - FACEBOOK INC | Add 8% ($102.9M) | 6.94% | $1.3B | +323.80% | -1.54% | +13.31% | |
| GOOG - ALPHABET INC | Add 6% ($78.3M) | 6.78% | $1.3B | +257.53% | +2.38% | +19.25% | |
| ADBE - ADOBE INC | Add 6% ($71.0M) | 6.23% | $1.2B | +26.58% | +5.28% | +31.90% | |
| NKE - NIKE INC | Add 6% ($54.9M) | 5.34% | $1.0B | -3.19% | -1.84% | +5.68% | |
| ZTS - ZOETIS INC | Add 6% ($55.2M) | 5.31% | $1.0B | +52.02% | +19.70% | +24.41% | |
| SBUX - STARBUCKS CORP | Add 5% ($51.4M) | 5.28% | $1.0B | +36.42% | +24.14% | -1.48% | |
| ORLY - O REILLY AUTOMOTIVE INC NEW | Reduce 11% $(123.5M) | 5.20% | $995.6M | +336.57% | +4.06% | +12.27% | |
| ACN - ACCENTURE PLC IRELAND | Add 6% ($58.8M) | 5.20% | $994.9M | +52.54% | +8.76% | +6.03% | |
| ADP - AUTOMATIC DATA PROCESSING IN | Reduce 17% $(204.5M) | 5.09% | $973.8M | +121.34% | +4.49% | -12.50% | |
| DG - DOLLAR GEN CORP NEW | Add 6% ($48.8M) | 4.72% | $902.4M | +6.71% | +13.42% | +54.77% | |
| ORCL - ORACLE CORP | Add 8% ($56.1M) | 3.93% | $752.7M | +412.02% | -2.07% | +0.40% | |
| IT - GARTNER INC | Add 7% ($45.7M) | 3.81% | $728.1M | +51.91% | -15.75% | -26.61% | |
| PYPL - PAYPAL HLDGS INC | New Purchase | 3.77% | $721.8M | -37.10% | -3.99% | +34.26% | |
| ALGN - ALIGN TECHNOLOGY INC | Add 45% ($221.4M) | 3.70% | $708.6M | -55.20% | -44.18% | -34.00% | |
| REGN - REGENERON PHARMACEUTICALS | Add 8% ($48.2M) | 3.44% | $658.0M | +84.28% | -4.18% | +86.34% | |
| MA - MASTERCARD INC | Add 5% ($31.7M) | 3.26% | $623.4M | +145.60% | +10.47% | +15.14% | |
| GOOGL - ALPHABET INC | Add 6% ($23.4M) | 2.33% | $446.6M | +254.77% | +1.92% | +18.78% | |
| BKNG - BOOKING HLDGS INC | Add 2% ($10.2M) | 2.19% | $419.8M | +206.33% | +5.82% | -22.64% | |
| BABA - ALIBABA GROUP HLDG LTD | Add 27% ($5.3M) | 0.13% | $25.0M | -26.69% | -6.19% | +16.53% | |
| ICLR - ICON PLC | Add 17% ($2.2M) | 0.08% | $15.7M | +16.05% | +12.32% | +13.76% | |
| SAP - SAP SE | Add 12% ($1.4M) | 0.07% | $12.7M | +156.06% | -4.55% | -7.61% | |
| MDT - MEDTRONIC PLC | Add 34% ($2.6M) | 0.05% | $10.2M | +26.32% | +16.05% | +9.62% | |
| ULVR - UNILEVER PLC | Add 13% ($1.0M) | 0.05% | $9.1M | +25.30% | +0.16% | -12.07% | |
| CHKP - CHECK POINT SOFTWARE TECH LT | Add 17% ($1.1M) | 0.04% | $7.9M | +58.10% | -7.28% | -9.57% | |
| BIDU - BAIDU INC | Add 17% ($1.1M) | 0.04% | $7.5M | -42.93% | -38.04% | -37.27% | |
| REL - RELX PLC | Add 13% ($738.9K) | 0.03% | $6.6M | +143.79% | +2.75% | +0.76% | |
| IWF - ISHARES TR | Reduce 86% $(27.9M) | 0.02% | $4.4M | +209.27% | +3.12% | +16.39% | |
| NOVO B - NOVO-NORDISK A S | Add 45% ($744.7K) | 0.01% | $2.4M | +134.99% | +7.45% | +39.50% | |
| FOXF - FOX FACTORY HLDG CORP | Add 7% ($115.2K) | 0.01% | $1.8M | -60.75% | +3.41% | -24.59% | |
| POOL - POOL CORPORATION | Add 7% ($100.8K) | 0.01% | $1.5M | +80.56% | +7.52% | +21.93% | |
| GLOB - GLOBANT S A | Add 11% ($142.2K) | 0.01% | $1.4M | -6.94% | +25.40% | +38.78% | |
| BLKB - BLACKBAUD INC | Add 52% ($407.4K) | 0.01% | $1.2M | -16.80% | +17.49% | -36.30% | |
| PAYC - PAYCOM SOFTWARE INC | Reduce 35% $(591.0K) | 0.01% | $1.1M | +16.97% | +16.32% | +26.59% | |
| ALRM - ALARM COM HLDGS INC | Add 6% ($62.1K) | 0.01% | $1.1M | -8.40% | -22.07% | -17.37% | |
| LOPE - GRAND CANYON ED INC | Add 8% ($74.0K) | 0.01% | $959.0K | +71.20% | +8.28% | -18.56% | |
| MDSO - MEDIDATA SOLUTIONS INC | Add 8% ($72.2K) | 0.00% | $930.0K | +1.54% | |||
| OLLI - OLLIES BARGAIN OUTLT HLDGS I | Add 7% ($62.2K) | 0.00% | $919.0K | +37.51% | -23.07% | -25.20% | |
| TREX - TREX CO INC | Add 7% ($58.3K) | 0.00% | $919.0K | +96.32% | +33.74% | +84.35% | |
| ELLI - ELLIE MAE INC | New Purchase | 0.00% | $876.0K | ||||
| FND - FLOOR & DECOR HLDGS INC | New Purchase | 0.00% | $866.0K | +103.53% | +9.84% | +10.66% | |
| STMP - STAMPS COM INC | Add 55% ($307.3K) | 0.00% | $861.0K | +31.43% | +365.45% | ||
| EEFT - EURONET WORLDWIDE INC | Add 7% ($56.2K) | 0.00% | $860.0K | -37.98% | -0.19% | -45.66% | |
| TREE - LENDINGTREE INC NEW | New Purchase | 0.00% | $853.0K | -85.39% | -21.13% | -34.95% | |
| MASI - MASIMO CORP | Add 6% ($48.5K) | 0.00% | $840.0K | +5.23% | +7.15% | +78.94% | |
| LMAT - LEMAITRE VASCULAR INC | Add 9% ($66.1K) | 0.00% | $833.0K | +251.99% | +13.39% | -11.18% | |
| LFUS - LITTELFUSE INC | Add 8% ($60.0K) | 0.00% | $781.0K | +56.64% | -10.07% | -17.05% | |
| CMD - CANTEL MEDICAL CORP | Add 8% ($57.2K) | 0.00% | $743.0K | +31.79% | -49.99% | ||
| EPAM - EPAM SYS INC | New Purchase | 0.00% | $716.0K | -4.17% | +10.59% | +26.78% | |
| AMN - AMN HEALTHCARE SERVICES INC | Reduce 100% | 0.00% | $0.00 | ||||
| HCSG - HEALTHCARE SVCS GRP INC | Reduce 100% | 0.00% | $0.00 | ||||
| NEOG - NEOGEN CORP | Reduce 100% | 0.00% | $0.00 | ||||
| NVDA - NVIDIA CORP | Reduce 100% | 0.00% | $0.00 | ||||
| TXRH - TEXAS ROADHOUSE INC | Reduce 100% | 0.00% | $0.00 | ||||