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POLEN CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from POLEN CAPITAL MANAGEMENT LLC
Filed: 2020-08-13 (Q2 2020) | Holdings: 63 | Value: $33.1B | 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 10% ($327.6M) | 10.86% | $3.6B | +161.01% | +4.31% | +42.49% | |
| META - FACEBOOK INC | Add 9% ($221.5M) | 8.07% | $2.7B | +194.89% | +6.35% | +39.75% | |
| ADBE - ADOBE INC | Add 9% ($190.4M) | 7.33% | $2.4B | -24.44% | +2.12% | +41.11% | |
| GOOG - ALPHABET INC | Add 10% ($217.9M) | 6.95% | $2.3B | +168.25% | +17.53% | +83.31% | |
| V - VISA INC | Add 10% ($160.5M) | 5.24% | $1.7B | +76.86% | +8.13% | +20.17% | |
| ABT - ABBOTT LABS | Add 12% ($187.6M) | 5.17% | $1.7B | +45.46% | +13.00% | +25.35% | |
| MA - MASTERCARD INCORPORATED | Add 11% ($163.1M) | 4.90% | $1.6B | +81.39% | +3.12% | +12.17% | |
| ACN - ACCENTURE PLC IRELAND | Add 9% ($134.8M) | 4.73% | $1.6B | +11.89% | +6.65% | +44.26% | |
| PYPL - PAYPAL HLDGS INC | Add 9% ($129.0M) | 4.56% | $1.5B | -65.34% | -1.67% | +42.57% | |
| ZTS - ZOETIS INC | Add 10% ($138.8M) | 4.46% | $1.5B | -3.08% | +4.30% | +29.78% | |
| ADSK - AUTODESK INC | Add 62% ($555.1M) | 4.37% | $1.4B | +22.18% | +4.57% | +38.78% | |
| NOW - SERVICENOW INC | Add 10% ($121.7M) | 4.19% | $1.4B | +99.04% | +14.58% | +32.36% | |
| CRM - SALESFORCE COM INC | Add 11% ($122.1M) | 3.80% | $1.3B | +24.28% | +28.00% | +27.65% | |
| REGN - REGENERON PHARMACEUTICALS | Add 7% ($77.0M) | 3.48% | $1.2B | -7.46% | -8.33% | +3.03% | |
| DG - DOLLAR GEN CORP NEW | Add 8% ($79.6M) | 3.18% | $1.1B | -36.41% | +8.68% | +22.00% | |
| SBUX - STARBUCKS CORP | Add 59% ($348.8M) | 2.84% | $939.8M | +30.08% | +25.08% | +52.19% | |
| ADP - AUTOMATIC DATA PROCESSING IN | Add 14% ($113.8M) | 2.74% | $907.0M | +143.71% | +27.98% | +58.94% | |
| ALGN - ALIGN TECHNOLOGY INC | Add 7% ($60.2M) | 2.70% | $894.2M | -55.02% | +47.00% | +122.10% | |
| MSCI - MSCI INC | Add 10% ($75.1M) | 2.41% | $798.2M | +58.87% | +10.47% | +76.00% | |
| IT - GARTNER INC | Add 8% ($57.7M) | 2.24% | $741.7M | +75.87% | +22.13% | +137.02% | |
| NKE - NIKE INC | Reduce 20% $(168.6M) | 2.09% | $691.4M | -25.47% | +22.88% | +63.77% | |
| GOOGL - ALPHABET INC | Add 8% ($44.3M) | 1.90% | $628.0M | +167.74% | +17.21% | +82.75% | |
| BABA - ALIBABA GROUP HLDG LTD | Add 43% ($47.0M) | 0.47% | $156.5M | -50.43% | +1.10% | -28.49% | |
| ICLR - ICON PLC | Add 21% ($11.3M) | 0.20% | $64.8M | -17.17% | +1.38% | +25.68% | |
| SAP - SAP SE | Add 20% ($9.4M) | 0.17% | $55.9M | +93.38% | -25.86% | -6.68% | |
| MDT - MEDTRONIC PLC | Add 21% ($8.0M) | 0.14% | $45.9M | +6.30% | +11.10% | +30.94% | |
| EDU - NEW ORIENTAL ED & TECHNOLOGY | Add 21% ($7.5M) | 0.13% | $42.4M | -67.20% | +26.81% | -86.60% | |
| ORCL - ORACLE CORP | Add 58% ($10.2M) | 0.08% | $27.7M | +397.31% | +6.20% | +70.78% | |
| REL - RELX PLC | Add 10% ($2.2M) | 0.07% | $23.6M | +133.91% | +2.42% | +36.47% | |
| ULVR - UNILEVER PLC | Add 10% ($2.1M) | 0.07% | $22.7M | +20.92% | +3.13% | -0.67% | |
| CHKP - CHECK POINT SOFTWARE TECH LT | Add 21% ($3.9M) | 0.07% | $22.4M | +46.06% | -4.96% | -1.80% | |
| IWF - ISHARES TR | Reduce 84% $(66.1M) | 0.04% | $13.0M | +116.70% | +7.31% | +34.53% | |
| APPF - APPFOLIO INC | Add 84% ($3.2M) | 0.02% | $7.0M | +73.64% | -11.12% | -18.93% | |
| GLOB - GLOBANT S A | Add 1% ($77.2K) | 0.02% | $6.2M | -59.32% | +0.96% | +50.25% | |
| ETSY - ETSY INC | New Purchase | 0.02% | $6.2M | -53.24% | -3.57% | +46.17% | |
| WING - WINGSTOP INC | Add 81% ($2.7M) | 0.02% | $5.9M | +119.93% | -14.14% | +12.19% | |
| EXPO - EXPONENT INC | Add 120% ($3.2M) | 0.02% | $5.8M | -10.27% | -1.27% | +39.46% | |
| FOXF - FOX FACTORY HLDG CORP | Add 25% ($1.1M) | 0.02% | $5.5M | -74.68% | -26.05% | +44.71% | |
| ALRM - ALARM COM HLDGS INC | Add 116% ($2.6M) | 0.01% | $4.8M | -5.26% | +22.31% | +41.93% | |
| TREX - TREX CO INC | Add 13% ($527.9K) | 0.01% | $4.6M | -16.22% | +2.34% | +50.85% | |
| WDFC - WD-40 CO | New Purchase | 0.01% | $4.3M | +18.30% | +32.85% | +22.13% | |
| HELE - HELEN OF TROY CORP LTD | Add 170% ($2.7M) | 0.01% | $4.2M | -89.56% | -5.72% | +13.38% | |
| FND - FLOOR & DECOR HLDGS INC | Add 41% ($1.0M) | 0.01% | $3.6M | +15.61% | +9.95% | +70.95% | |
| MASI - MASIMO CORP | Add 49% ($1.2M) | 0.01% | $3.6M | -32.81% | +13.64% | +25.11% | |
| TREE - LENDINGTREE INC NEW | New Purchase | 0.01% | $3.4M | -82.98% | +1.90% | -47.64% | |
| EPAM - EPAM SYS INC | Add 46% ($1.0M) | 0.01% | $3.3M | -48.84% | +4.54% | +100.44% | |
| EEFT - EURONET WORLDWIDE INC | New Purchase | 0.01% | $3.3M | -10.88% | +24.64% | +30.61% | |
| POOL - POOL CORPORATION | Add 10% ($293.4K) | 0.01% | $3.3M | +0.61% | +6.74% | +55.34% | |
| ENV - ENVESTNET INC | Add 98% ($1.6M) | 0.01% | $3.3M | -8.96% | -8.27% | ||
| YETI - YETI HLDGS INC | New Purchase | 0.01% | $2.9M | -34.03% | +15.77% | +106.38% | |
| AMN - AMN HEALTHCARE SVCS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BLKB - BLACKBAUD INC | Reduce 100% | 0.00% | $0.00 | ||||
| LMAT - LEMAITRE VASCULAR INC | Reduce 100% | 0.00% | $0.00 | ||||
| RVLV - REVOLVE GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| USPH - U S PHYSICAL THERAPY INC | Reduce 100% | 0.00% | $0.00 | ||||