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POLEN CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from POLEN CAPITAL MANAGEMENT LLC
Filed: 2019-08-12 (Q2 2019) | Holdings: 56 | Value: $20.6B | 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 |
| MSFT - MICROSOFT CORP | Add 3% ($55.4M) | 10.13% | $2.1B | +305.43% | +8.64% | +55.29% | |
| META - FACEBOOK INC | Add 17% ($267.5M) | 8.76% | $1.8B | +316.95% | +4.13% | +40.85% | |
| V - VISA INC | Add 5% ($73.0M) | 8.03% | $1.7B | +101.36% | +3.03% | +14.18% | |
| GOOG - ALPHABET INC | Add 19% ($231.0M) | 6.92% | $1.4B | +247.07% | +10.80% | +29.62% | |
| ADBE - ADOBE INC | Add 3% ($39.9M) | 6.59% | $1.4B | +18.33% | +1.84% | +56.13% | |
| MA - MASTERCARD INC | Add 66% ($461.4M) | 5.63% | $1.2B | +120.12% | +3.18% | +21.54% | |
| ZTS - ZOETIS INC | Add 1% ($9.8M) | 5.61% | $1.2B | +26.22% | -4.85% | +30.39% | |
| ACN - ACCENTURE PLC IRELAND | Add 3% ($35.0M) | 5.23% | $1.1B | +38.92% | +3.48% | +24.78% | |
| SBUX - STARBUCKS CORP | Reduce 17% $(191.0M) | 4.60% | $947.9M | +10.35% | -10.75% | -14.65% | |
| NKE - NIKE INC | Reduce 16% $(162.5M) | 4.15% | $855.5M | -1.54% | +12.76% | +32.61% | |
| ORCL - ORACLE CORP | Add 3% ($24.5M) | 3.99% | $822.9M | +414.75% | +6.25% | +3.49% | |
| PYPL - PAYPAL HLDGS INC | Add 3% ($25.4M) | 3.98% | $821.0M | -34.57% | -1.23% | +86.74% | |
| DG - DOLLAR GEN CORP NEW | Reduce 20% $(203.1M) | 3.97% | $819.3M | -6.12% | +18.01% | +47.38% | |
| ORLY - O REILLY AUTOMOTIVE INC NEW | Reduce 16% $(147.6M) | 3.88% | $799.3M | +321.40% | +20.07% | +25.43% | |
| IT - GARTNER INC | Add 3% ($24.9M) | 3.87% | $797.4M | +79.19% | +25.60% | +2.61% | |
| ADP - AUTOMATIC DATA PROCESSING IN | Reduce 23% $(234.7M) | 3.75% | $773.1M | +109.93% | +2.71% | -13.86% | |
| ALGN - ALIGN TECHNOLOGY INC | Add 4% ($30.5M) | 3.45% | $712.5M | -21.84% | +45.07% | +74.45% | |
| REGN - REGENERON PHARMACEUTICALS | Reduce 1% $(5.5M) | 2.41% | $496.1M | +89.37% | +16.83% | +104.91% | |
| BKNG - BOOKING HLDGS INC | Add 3% ($15.2M) | 2.26% | $466.2M | +186.97% | -2.55% | -6.01% | |
| GOOGL - ALPHABET INC | Add 2% ($7.0M) | 2.03% | $417.9M | +245.09% | +10.37% | +29.15% | |
| BABA - ALIBABA GROUP HLDG LTD | Add 56% ($13.0M) | 0.18% | $36.2M | -21.16% | +13.60% | +57.94% | |
| ICLR - ICON PLC | Add 30% ($5.2M) | 0.11% | $22.9M | +1.69% | -3.53% | +23.32% | |
| SAP - SAP SE | Add 37% ($5.6M) | 0.10% | $20.7M | +163.94% | +13.06% | +36.82% | |
| MDT - MEDTRONIC PLC | Add 29% ($3.2M) | 0.07% | $14.2M | +8.48% | +8.19% | +2.30% | |
| ULVR - UNILEVER PLC | Add 28% ($2.7M) | 0.06% | $12.5M | +25.88% | +1.79% | +4.59% | |
| REL - RELX PLC | Add 28% ($2.1M) | 0.05% | $9.6M | +132.80% | +2.43% | +1.10% | |
| CHKP - CHECK POINT SOFTWARE TECH LT | Add 30% ($2.1M) | 0.05% | $9.4M | +67.32% | +5.71% | +13.99% | |
| IWF - ISHARES TR | Add 77% ($3.5M) | 0.04% | $8.1M | +196.43% | +6.78% | +36.71% | |
| NOVO B - NOVO-NORDISK A S | Add 29% ($683.4K) | 0.01% | $3.0M | +114.56% | +13.07% | +32.46% | |
| FOXF - FOX FACTORY HLDG CORP | Add 8% ($172.9K) | 0.01% | $2.3M | -61.73% | -14.26% | +51.75% | |
| GLOB - GLOBANT S A | Add 9% ($169.6K) | 0.01% | $2.1M | -27.50% | +2.03% | +75.46% | |
| POOL - POOL CORPORATION | Add 8% ($137.3K) | 0.01% | $1.9M | +66.61% | +5.19% | +65.72% | |
| PAYC - PAYCOM SOFTWARE INC | Add 8% ($103.2K) | 0.01% | $1.4M | -2.15% | -5.07% | +26.46% | |
| BLKB - BLACKBAUD INC | Add 8% ($100.0K) | 0.01% | $1.3M | -29.48% | -10.91% | -29.81% | |
| MDSO - MEDIDATA SOLUTIONS INC | Add 8% ($93.3K) | 0.01% | $1.2M | ||||
| TREX - TREX CO INC | Add 8% ($88.0K) | 0.01% | $1.2M | +45.49% | +8.81% | +74.28% | |
| TREE - LENDINGTREE INC NEW | Add 8% ($76.4K) | 0.01% | $1.1M | -81.72% | +26.70% | +7.29% | |
| EEFT - EURONET WORLDWIDE INC | Add 8% ($79.3K) | 0.01% | $1.1M | -39.23% | -0.45% | -31.36% | |
| LOPE - GRAND CANYON ED INC | Add 8% ($76.9K) | 0.01% | $1.1M | +59.86% | -29.13% | -22.05% | |
| OLLI - OLLIES BARGAIN OUTLT HLDGS I | Add 8% ($75.7K) | 0.00% | $1.0M | +76.14% | -16.73% | +33.86% | |
| MASI - MASIMO CORP | Add 7% ($64.3K) | 0.00% | $968.0K | -4.81% | -4.18% | +40.71% | |
| CMD - CANTEL MEDICAL CORP | Add 8% ($68.6K) | 0.00% | $964.0K | -19.48% | -38.21% | ||
| FND - FLOOR & DECOR HLDGS INC | Add 8% ($69.7K) | 0.00% | $950.0K | +84.77% | +1.65% | +59.94% | |
| ALRM - ALARM COM HLDGS INC | Add 8% ($69.4K) | 0.00% | $943.0K | +12.86% | -7.11% | +18.75% | |
| USPH - U S PHYSICAL THERAPY INC | New Purchase | 0.00% | $855.0K | -27.77% | -14.17% | -31.37% | |
| LFUS - LITTELFUSE INC | Add 8% ($57.5K) | 0.00% | $815.0K | +72.36% | +15.65% | +25.21% | |
| LMAT - LEMAITRE VASCULAR INC | Add 8% ($56.4K) | 0.00% | $808.0K | +208.76% | +7.28% | -7.53% | |
| EPAM - EPAM SYS INC | Add 8% ($57.8K) | 0.00% | $791.0K | -14.92% | +8.15% | +66.24% | |
| NEOG - NEOGEN CORP | New Purchase | 0.00% | $740.0K | -85.41% | -7.63% | +11.83% | |
| AMN - AMN HEALTHCARE SERVICES INC | New Purchase | 0.00% | $726.0K | -68.71% | +8.48% | -4.85% | |
| BIDU - BAIDU INC | Reduce 100% | 0.00% | $0.00 | ||||
| ELLI - ELLIE MAE INC | Reduce 100% | 0.00% | $0.00 | ||||
| STMP - STAMPS COM INC | Reduce 100% | 0.00% | $0.00 | ||||