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POLEN CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from POLEN CAPITAL MANAGEMENT LLC
Filed: 2021-08-12 (Q2 2021) | Holdings: 81 | Value: $52.2B | 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 4% ($170.2M) | 8.65% | $4.5B | +113.11% | -4.25% | -50.16% | |
| MSFT - MICROSOFT CORP | Add 4% ($177.1M) | 8.32% | $4.3B | +86.42% | +16.32% | +2.21% | |
| GOOG - ALPHABET INC | Reduce 1% $(50.8M) | 7.35% | $3.8B | +46.93% | +7.97% | -11.19% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | Add 3% ($110.9M) | 7.00% | $3.7B | -46.25% | +3.98% | -28.92% | |
| ABT - ABBOTT LABS | Add 6% ($147.5M) | 4.88% | $2.5B | +17.87% | +5.88% | -7.37% | |
| ACN - ACCENTURE PLC IRELAND | Add 4% ($89.5M) | 4.65% | $2.4B | -20.98% | +14.70% | +0.63% | |
| V - VISA INC | Add 5% ($105.0M) | 4.60% | $2.4B | +49.31% | -8.33% | -6.05% | |
| AMZN - AMAZON COM INC | Add 8% ($176.6M) | 4.59% | $2.4B | +34.73% | +7.26% | -13.37% | |
| CRM - SALESFORCE COM INC | Add 5% ($102.8M) | 4.51% | $2.4B | -3.61% | +21.37% | -24.10% | |
| MA - MASTERCARD INCORPORATED | Add 5% ($110.0M) | 4.31% | $2.2B | +62.29% | -0.12% | -0.09% | |
| ZTS - ZOETIS INC | Add 3% ($59.7M) | 4.25% | $2.2B | -23.73% | +7.88% | -12.44% | |
| PYPL - PAYPAL HLDGS INC | Add 4% ($70.4M) | 3.73% | $1.9B | -75.50% | -23.04% | -63.24% | |
| NOW - SERVICENOW INC | Add 5% ($85.8M) | 3.69% | $1.9B | +50.68% | +17.88% | -12.95% | |
| ADSK - AUTODESK INC | Add 5% ($89.0M) | 3.37% | $1.8B | -12.95% | -2.26% | -29.92% | |
| SBUX - STARBUCKS CORP | Add 5% ($84.3M) | 3.17% | $1.7B | -13.35% | -3.09% | -21.38% | |
| UNH - UNITEDHEALTH GROUP INC | Add 5% ($66.6M) | 2.87% | $1.5B | -34.47% | +11.13% | +35.58% | |
| GOOGL - ALPHABET INC | Add 18% ($215.2M) | 2.64% | $1.4B | +47.63% | +8.16% | -11.05% | |
| NFLX - NETFLIX INC | Add 4% ($48.9M) | 2.47% | $1.3B | +136.35% | +32.52% | -51.41% | |
| NKE - NIKE INC | Add 6% ($68.8M) | 2.34% | $1.2B | -53.98% | -0.78% | -31.20% | |
| ILMN - ILLUMINA INC | Add 4% ($49.1M) | 2.25% | $1.2B | -80.94% | -25.79% | -55.62% | |
| IT - GARTNER INC | Reduce 28% $(435.4M) | 2.10% | $1.1B | -24.11% | +10.58% | +4.22% | |
| ISRG - INTUITIVE SURGICAL INC | Add 5% ($48.9M) | 1.92% | $1.0B | +40.79% | +5.89% | -28.64% | |
| ALGN - ALIGN TECHNOLOGY INC | Add 4% ($42.8M) | 1.91% | $998.7M | -80.04% | -2.95% | -59.17% | |
| MSCI - MSCI INC | 1.40% | $731.7M | -9.00% | +5.89% | -17.94% | ||
| BABA - ALIBABA GROUP HLDG LTD | Add 4% ($12.2M) | 0.62% | $321.5M | -32.85% | -11.70% | -50.06% | |
| AON - AON PLC | Add 54% ($68.4M) | 0.37% | $194.0M | +36.95% | +9.04% | +9.74% | |
| ICLR - ICON PLC | Add 2% ($3.1M) | 0.31% | $161.8M | -33.54% | +18.35% | +3.82% | |
| MDT - MEDTRONIC PLC | Add 1% ($1.2M) | 0.21% | $111.3M | -17.70% | -7.57% | -23.66% | |
| SAP - SAP SE | Add 7% ($6.5M) | 0.19% | $101.2M | +107.44% | -4.32% | -33.82% | |
| EDU - NEW ORIENTAL ED & TECHNOLOGY | Add 2% ($1.4M) | 0.12% | $60.2M | +128.95% | +5.97% | +28.96% | |
| EL - LAUDER ESTEE COS INC | Add 3% ($1.7M) | 0.10% | $53.5M | -70.45% | +6.89% | -14.59% | |
| IWF - ISHARES TR | Add 9% ($4.1M) | 0.10% | $52.1M | +61.63% | +7.23% | -8.57% | |
| ADP - AUTOMATIC DATA PROCESSING IN | Add 2% ($890.2K) | 0.09% | $48.8M | +54.32% | +8.81% | +22.98% | |
| ASML - ASML HOLDING N V | New Purchase | 0.06% | $30.6M | -4.05% | +10.20% | -25.46% | |
| ULVR - UNILEVER PLC | Reduce 2% $(702.6K) | 0.06% | $29.2M | +21.30% | -8.03% | -13.53% | |
| SHOP - SHOPIFY INC | New Purchase | 0.05% | $26.1M | -0.26% | +10.43% | -73.44% | |
| MELI - MERCADOLIBRE INC | New Purchase | 0.05% | $25.0M | +28.49% | -10.84% | -40.89% | |
| RVLV - REVOLVE GROUP INC | Reduce 8% $(2.0M) | 0.04% | $21.2M | -70.04% | +27.35% | -58.40% | |
| FOXF - FOX FACTORY HLDG CORP | Add 7% ($1.2M) | 0.04% | $19.9M | -82.25% | +18.86% | -29.87% | |
| GSHD - GOOSEHEAD INS INC | Add 17% ($2.7M) | 0.04% | $18.6M | -31.81% | +5.74% | -47.59% | |
| WING - WINGSTOP INC | Add 6% ($1.1M) | 0.03% | $18.2M | +97.31% | -0.60% | -15.89% | |
| TRUP - TRUPANION INC | New Purchase | 0.03% | $17.6M | -50.65% | +31.41% | -24.26% | |
| GLOB - GLOBANT S A | Add 6% ($989.1K) | 0.03% | $16.8M | -72.37% | +16.47% | -13.13% | |
| DAVA - ENDAVA PLC | Add 6% ($925.7K) | 0.03% | $16.2M | -90.87% | +21.65% | -16.15% | |
| ETSY - ETSY INC | Reduce 7% $(1.3M) | 0.03% | $15.7M | -68.36% | +41.65% | -38.91% | |
| MEDP - MEDPACE HLDGS INC | Add 7% ($964.9K) | 0.03% | $15.4M | +151.72% | +26.81% | +5.76% | |
| PGNY - PROGYNY INC | Add 8% ($1.0M) | 0.03% | $14.1M | -51.34% | +33.01% | -1.87% | |
| APPF - APPFOLIO INC | Add 21% ($2.2M) | 0.03% | $13.1M | +109.63% | -5.65% | -16.43% | |
| DCT - DUCK CREEK TECHNOLOGIES INC | Add 20% ($2.2M) | 0.02% | $13.0M | -32.66% | -68.09% | ||
| YETI - YETI HLDGS INC | Add 6% ($770.0K) | 0.02% | $12.8M | -67.98% | +0.09% | -55.32% | |
| ALRM - ALARM COM HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BL - BLACKLINE INC | Reduce 100% | 0.00% | $0.00 | ||||
| EEFT - EURONET WORLDWIDE INC | Reduce 100% | 0.00% | $0.00 | ||||
| EXPO - EXPONENT INC | Reduce 100% | 0.00% | $0.00 | ||||