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POLEN CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from POLEN CAPITAL MANAGEMENT LLC
Filed: 2021-05-12 (Q1 2021) | Holdings: 71 | Value: $44.5B | 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 |
| META - FACEBOOK INC | Add 1% ($52.3M) | 8.27% | $3.7B | +152.72% | +18.65% | -35.11% | |
| MSFT - MICROSOFT CORP | Add 1% ($52.8M) | 8.15% | $3.6B | +123.70% | +21.39% | +8.87% | |
| GOOG - ALPHABET INC | Reduce 10% $(343.7M) | 7.21% | $3.2B | +79.82% | +22.42% | +3.06% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | Add 3% ($73.9M) | 6.47% | $2.9B | -28.65% | +33.33% | -15.18% | |
| ABT - ABBOTT LABS | Add 1% ($26.4M) | 5.58% | $2.5B | +24.10% | +5.58% | -4.65% | |
| ACN - ACCENTURE PLC IRELAND | Add 2% ($41.6M) | 4.93% | $2.2B | -9.18% | +15.38% | +3.17% | |
| MA - MASTERCARD INCORPORATED | Add 1% ($27.1M) | 4.69% | $2.1B | +63.80% | +1.07% | -6.91% | |
| V - VISA INC | Add 2% ($46.2M) | 4.68% | $2.1B | +56.59% | +5.17% | -9.46% | |
| AMZN - AMAZON COM INC | New Purchase | 4.49% | $2.0B | +39.82% | +3.41% | -29.02% | |
| CRM - SALESFORCE COM INC | Add 31% ($463.2M) | 4.39% | $2.0B | +13.92% | +18.12% | -21.63% | |
| ZTS - ZOETIS INC | Add 2% ($38.5M) | 4.10% | $1.8B | -9.06% | +19.82% | -1.23% | |
| NOW - SERVICENOW INC | Add 3% ($49.9M) | 3.77% | $1.7B | +85.64% | +25.07% | -3.69% | |
| ADSK - AUTODESK INC | Reduce 11% $(189.8M) | 3.56% | $1.6B | +7.29% | +22.82% | -27.26% | |
| PYPL - PAYPAL HLDGS INC | Reduce 19% $(369.9M) | 3.51% | $1.6B | -72.04% | +13.64% | -67.41% | |
| SBUX - STARBUCKS CORP | Add 2% ($26.8M) | 3.45% | $1.5B | -8.45% | +6.40% | -29.97% | |
| UNH - UNITEDHEALTH GROUP INC | Add 3% ($35.7M) | 2.99% | $1.3B | -34.10% | +1.20% | +21.08% | |
| NFLX - NETFLIX INC | New Purchase | 2.75% | $1.2B | +147.71% | +5.48% | -61.64% | |
| IT - GARTNER INC | 2.59% | $1.2B | +2.03% | +35.83% | +13.84% | ||
| NKE - NIKE INC | Add 2% ($23.8M) | 2.23% | $993.7M | -41.22% | +28.67% | -14.82% | |
| GOOGL - ALPHABET INC | Add 3% ($31.8M) | 2.21% | $984.7M | +82.05% | +23.74% | +4.26% | |
| ILMN - ILLUMINA INC | Add 2% ($18.7M) | 2.05% | $912.9M | -74.09% | +37.74% | -37.82% | |
| ALGN - ALIGN TECHNOLOGY INC | Reduce 40% $(560.3M) | 1.90% | $847.3M | -74.91% | +23.96% | -50.59% | |
| ISRG - INTUITIVE SURGICAL INC | Add 3% ($20.1M) | 1.72% | $766.2M | +73.42% | +23.34% | -17.48% | |
| MSCI - MSCI INC | Reduce 25% $(190.4M) | 1.29% | $573.3M | +23.45% | +36.72% | -10.88% | |
| BABA - ALIBABA GROUP HLDG LTD | Add 12% ($33.6M) | 0.69% | $309.2M | -40.58% | -11.51% | -58.72% | |
| ICLR - ICON PLC | Add 23% ($28.2M) | 0.34% | $150.7M | -29.67% | +6.12% | -6.34% | |
| AON - AON PLC | Add 39% ($34.3M) | 0.27% | $121.1M | +51.72% | +11.30% | +13.24% | |
| MDT - MEDTRONIC PLC | Add 9% ($8.4M) | 0.24% | $104.8M | -14.30% | +4.54% | -14.91% | |
| EDU - NEW ORIENTAL ED & TECHNOLOGY | Add 1264% ($93.3M) | 0.23% | $100.7M | -65.27% | -85.13% | -91.64% | |
| SAP - SAP SE | Add 3% ($2.3M) | 0.19% | $82.8M | +126.13% | +9.40% | -27.18% | |
| EL - LAUDER ESTEE COS INC | 0.11% | $47.4M | -67.07% | +11.60% | -17.42% | ||
| ADP - AUTOMATIC DATA PROCESSING IN | Reduce 38% $(28.0M) | 0.10% | $45.4M | +75.87% | +13.96% | +12.14% | |
| IWF - ISHARES TR | Add 180% ($27.6M) | 0.10% | $43.0M | +85.76% | +15.08% | -5.09% | |
| ULVR - UNILEVER PLC | Reduce 24% $(9.2M) | 0.06% | $28.6M | +18.96% | -1.31% | -19.65% | |
| ETSY - ETSY INC | Add 11% ($1.6M) | 0.04% | $16.6M | -62.71% | +17.60% | -43.63% | |
| FOXF - FOX FACTORY HLDG CORP | Add 22% ($2.7M) | 0.03% | $15.2M | -81.45% | +4.73% | -45.05% | |
| RVLV - REVOLVE GROUP INC | Add 24% ($3.0M) | 0.03% | $15.1M | -54.34% | +39.71% | -31.20% | |
| GLOB - GLOBANT S A | Add 20% ($2.5M) | 0.03% | $15.0M | -64.15% | +30.29% | -10.36% | |
| WING - WINGSTOP INC | Add 42% ($4.0M) | 0.03% | $13.8M | +149.70% | +27.96% | -36.82% | |
| MEDP - MEDPACE HLDGS INC | Add 21% ($2.3M) | 0.03% | $13.4M | +166.72% | +9.11% | -14.32% | |
| GSHD - GOOSEHEAD INS INC | Add 61% ($5.1M) | 0.03% | $13.4M | +1.69% | +51.57% | -42.68% | |
| EXPO - EXPONENT INC | Add 22% ($2.3M) | 0.03% | $12.6M | -18.36% | +26.53% | -1.55% | |
| ALRM - ALARM COM HLDGS INC | Add 21% ($2.1M) | 0.03% | $12.0M | -34.10% | +1.56% | -28.42% | |
| DAVA - ENDAVA PLC | New Purchase | 0.03% | $11.4M | -86.35% | +51.13% | +13.61% | |
| BL - BLACKLINE INC | Add 25% ($2.2M) | 0.03% | $11.3M | -52.94% | +9.09% | -43.02% | |
| DCT - DUCK CREEK TECHNOLOGIES INC | New Purchase | 0.03% | $11.3M | +19.77% | -53.36% | ||
| APPF - APPFOLIO INC | Add 21% ($1.9M) | 0.02% | $10.9M | +127.62% | +6.43% | -24.56% | |
| PGNY - PROGYNY INC | New Purchase | 0.02% | $9.9M | -52.62% | -4.35% | -23.41% | |
| YETI - YETI HLDGS INC | New Purchase | 0.02% | $9.5M | -60.17% | +24.39% | -41.56% | |
| EEFT - EURONET WORLDWIDE INC | Add 20% ($1.4M) | 0.02% | $8.5M | -34.04% | -4.05% | -16.84% | |
| DG - DOLLAR GEN CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| FND - FLOOR & DECOR HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| REGN - REGENERON PHARMACEUTICALS | Reduce 100% | 0.00% | $0.00 | ||||
| TREX - TREX CO INC | Reduce 100% | 0.00% | $0.00 | ||||
| WDFC - WD-40 CO | Reduce 100% | 0.00% | $0.00 | ||||
| CHKP - CHECK POINT SOFTWARE TECH LT | Reduce 100% | 0.00% | $0.00 | ||||