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POLEN CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from POLEN CAPITAL MANAGEMENT LLC
Filed: 2019-11-12 (Q3 2019) | Holdings: 58 | Value: $21.7B | 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 4% ($80.8M) | 10.36% | $2.2B | +274.64% | +25.62% | +49.23% | |
| META - FACEBOOK INC | Add 5% ($78.5M) | 8.04% | $1.7B | +297.29% | +9.47% | +42.24% | |
| V - VISA INC | Add 4% ($59.3M) | 7.83% | $1.7B | +95.45% | +15.97% | +18.24% | |
| GOOG - ALPHABET INC | Add 3% ($53.7M) | 7.66% | $1.7B | +214.19% | +17.05% | +37.32% | |
| ADBE - ADOBE INC | Add 4% ($55.3M) | 6.12% | $1.3B | +16.85% | +28.43% | +60.81% | |
| ZTS - ZOETIS INC | Add 3% ($42.9M) | 6.04% | $1.3B | +32.04% | +24.07% | +42.52% | |
| MA - MASTERCARD INC | Add 4% ($47.0M) | 5.71% | $1.2B | +114.54% | +21.62% | +21.82% | |
| ACN - ACCENTURE PLC IRELAND | Add 4% ($49.6M) | 5.40% | $1.2B | +36.60% | +11.55% | +28.52% | |
| DG - DOLLAR GEN CORP NEW | Add 3% ($30.4M) | 4.58% | $993.8M | -19.61% | +2.46% | +37.90% | |
| NKE - NIKE INC | Add 4% ($33.9M) | 4.56% | $990.9M | -11.16% | +15.50% | +44.41% | |
| ORLY - O REILLY AUTOMOTIVE INC NEW | Add 4% ($37.2M) | 4.14% | $899.7M | +252.35% | -10.75% | +4.95% | |
| ORCL - ORACLE CORP | Add 4% ($33.8M) | 3.82% | $828.6M | +384.47% | -1.16% | +3.03% | |
| ADP - AUTOMATIC DATA PROCESSING IN | Add 4% ($32.6M) | 3.63% | $787.4M | +106.83% | +8.45% | +5.29% | |
| PYPL - PAYPAL HLDGS INC | Add 4% ($33.1M) | 3.57% | $776.2M | -33.68% | +18.15% | +84.92% | |
| IT - GARTNER INC | Add 4% ($31.5M) | 3.41% | $740.0M | +43.08% | -5.73% | -1.29% | |
| SBUX - STARBUCKS CORP | Reduce 35% $(353.4M) | 2.98% | $646.3M | +24.61% | +8.47% | +17.10% | |
| BKNG - BOOKING HLDGS INC | Add 5% ($24.1M) | 2.36% | $512.2M | +195.02% | +5.62% | +10.63% | |
| ALGN - ALIGN TECHNOLOGY INC | Add 7% ($32.1M) | 2.32% | $503.1M | -45.64% | +6.08% | +77.70% | |
| GOOGL - ALPHABET INC | Add 3% ($15.2M) | 2.24% | $486.5M | +213.38% | +17.03% | +37.05% | |
| REGN - REGENERON PHARMACEUTICALS | Add 4% ($15.8M) | 2.10% | $455.5M | +63.01% | +15.15% | +63.55% | |
| MSCI - MSCI INC | New Purchase | 2.08% | $450.9M | +135.67% | +28.11% | +60.09% | |
| BABA - ALIBABA GROUP HLDG LTD | Add 37% ($13.0M) | 0.22% | $48.8M | -31.72% | +18.81% | +40.64% | |
| ICLR - ICON PLC | Add 50% ($11.0M) | 0.15% | $33.0M | +7.44% | +18.86% | +29.44% | |
| SAP - SAP SE | Add 53% ($9.4M) | 0.13% | $27.2M | +133.16% | +2.22% | -9.59% | |
| MDT - MEDTRONIC PLC | Add 50% ($7.9M) | 0.11% | $23.7M | +0.56% | +7.99% | +5.92% | |
| ULVR - UNILEVER PLC | Add 58% ($7.0M) | 0.09% | $19.2M | +24.15% | +1.78% | +8.90% | |
| REL - RELX PLC | Add 58% ($5.4M) | 0.07% | $14.7M | +128.22% | +12.93% | +0.88% | |
| CHKP - CHECK POINT SOFTWARE TECH LT | Add 50% ($4.5M) | 0.06% | $13.4M | +58.86% | +2.15% | +2.83% | |
| ABT - ABBOTT LABS | New Purchase | 0.05% | $10.2M | +77.02% | +6.07% | +36.23% | |
| IWF - ISHARES TR | Reduce 11% $(939.1K) | 0.03% | $7.3M | +178.57% | +14.50% | +37.23% | |
| NOVO B - NOVO-NORDISK A S | Add 17% ($507.0K) | 0.02% | $3.6M | +89.87% | +8.90% | +20.01% | |
| POOL - POOL CORPORATION | Add 1% ($23.2K) | 0.01% | $2.0M | +59.22% | +12.08% | +68.83% | |
| GLOB - GLOBANT S A | Add 5% ($95.9K) | 0.01% | $2.0M | -27.74% | +21.99% | +81.40% | |
| FOXF - FOX FACTORY HLDG CORP | Add 1% ($13.8K) | 0.01% | $1.7M | -55.26% | +21.42% | +35.88% | |
| TREX - TREX CO INC | Add 1% ($13.1K) | 0.01% | $1.5M | +37.31% | +16.45% | +66.14% | |
| BLKB - BLACKBAUD INC | Add 1% ($16.1K) | 0.01% | $1.5M | -19.89% | +2.47% | -34.54% | |
| PAYC - PAYCOM SOFTWARE INC | Add 1% ($14.7K) | 0.01% | $1.3M | +5.65% | +37.18% | +72.65% | |
| MDSO - MEDIDATA SOLUTIONS INC | Add 1% ($12.6K) | 0.01% | $1.3M | ||||
| FND - FLOOR & DECOR HLDGS INC | Add 1% ($14.2K) | 0.01% | $1.2M | +80.66% | +20.09% | +72.42% | |
| LMAT - LEMAITRE VASCULAR INC | Add 2% ($15.6K) | 0.00% | $1.0M | +187.21% | -12.09% | +10.71% | |
| MASI - MASIMO CORP | Add 2% ($15.2K) | 0.00% | $983.0K | -0.20% | +26.85% | +69.31% | |
| EEFT - EURONET WORLDWIDE INC | Add 1% ($11.7K) | 0.00% | $963.0K | -38.66% | -0.88% | -18.84% | |
| USPH - U S PHYSICAL THERAPY INC | Add 1% ($10.8K) | 0.00% | $921.0K | -17.25% | +9.91% | -5.17% | |
| CMD - CANTEL MEDICAL CORP | Add 1% ($12.2K) | 0.00% | $906.0K | -8.91% | -22.84% | ||
| LOPE - GRAND CANYON ED INC | Add 1% ($11.2K) | 0.00% | $898.0K | +122.98% | -5.04% | -4.94% | |
| EPAM - EPAM SYS INC | Add 1% ($10.0K) | 0.00% | $843.0K | -20.60% | +17.06% | +67.53% | |
| ALRM - ALARM COM HLDGS INC | Add 1% ($6.5K) | 0.00% | $829.0K | +19.06% | +3.94% | +53.22% | |
| LFUS - LITTELFUSE INC | Add 2% ($12.4K) | 0.00% | $829.0K | +46.98% | +3.85% | +26.77% | |
| NEOG - NEOGEN CORP | Add 1% ($11.2K) | 0.00% | $823.0K | -84.05% | +13.07% | +14.23% | |
| TREE - LENDINGTREE INC NEW | Add 1% ($11.8K) | 0.00% | $821.0K | -85.36% | -11.73% | -13.21% | |
| AMN - AMN HEALTHCARE SERVICES INC | Reduce 100% | 0.00% | $0.00 | ||||
| OLLI - OLLIES BARGAIN OUTLT HLDGS I | Reduce 100% | 0.00% | $0.00 | ||||