10,000+ stock pitches from top investors available on joinyellowbrick.com
POLEN CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from POLEN CAPITAL MANAGEMENT LLC
Filed: 2022-05-12 (Q1 2022) | Holdings: 91 | Value: $51.3B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AMZN - AMAZON COM INC | Reduce 2% $(101.9M) | 9.17% | $4.7B | +104.17% | +31.27% | +1.95% | |
| GOOG - ALPHABET INC | Reduce 7% $(325.4M) | 8.05% | $4.1B | +77.01% | +7.00% | +1.84% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | Add 22% ($557.1M) | 5.92% | $3.0B | -13.98% | +13.76% | -12.81% | |
| MSFT - MICROSOFT CORP | Reduce 4% $(114.7M) | 5.89% | $3.0B | +108.48% | +14.30% | +21.43% | |
| META - META PLATFORMS INC | Add 26% ($605.5M) | 5.71% | $2.9B | +301.66% | -6.07% | +24.03% | |
| V - VISA INC | Add 13% ($332.7M) | 5.62% | $2.9B | +74.91% | +10.05% | +19.12% | |
| MA - MASTERCARD INCORPORATED | Reduce 1% $(31.8M) | 5.53% | $2.8B | +78.71% | +10.02% | +17.75% | |
| ABT - ABBOTT LABS | Reduce 1% $(15.2M) | 5.18% | $2.7B | +31.98% | +3.73% | +3.27% | |
| ABNB - AIRBNB INC | Add 31% ($520.4M) | 4.34% | $2.2B | +0.88% | +5.07% | -11.82% | |
| CRM - SALESFORCE COM INC | 4.17% | $2.1B | +48.34% | +16.82% | +24.32% | ||
| ACN - ACCENTURE PLC IRELAND | Reduce 11% $(252.2M) | 3.94% | $2.0B | -10.81% | +13.58% | -0.37% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 3% $(58.5M) | 3.74% | $1.9B | -45.08% | +13.64% | +2.58% | |
| NFLX - NETFLIX INC | Add 86% ($865.5M) | 3.66% | $1.9B | +583.92% | +40.61% | +89.60% | |
| ADSK - AUTODESK INC | Add 19% ($292.6M) | 3.62% | $1.9B | +55.34% | +25.07% | +5.23% | |
| NOW - SERVICENOW INC | Add 2% ($37.5M) | 3.50% | $1.8B | +99.32% | +15.15% | +5.80% | |
| PYPL - PAYPAL HLDGS INC | Add 73% ($629.0M) | 2.91% | $1.5B | -11.42% | +32.92% | -18.49% | |
| ZTS - ZOETIS INC | Reduce 32% $(587.2M) | 2.47% | $1.3B | -8.01% | +5.60% | +12.03% | |
| NKE - NIKE INC | Add 1% ($10.7M) | 2.18% | $1.1B | -29.27% | +5.76% | +9.91% | |
| ISRG - INTUITIVE SURGICAL INC | Add 5% ($49.7M) | 2.10% | $1.1B | +118.64% | +10.82% | +43.28% | |
| IT - GARTNER INC | Reduce 26% $(356.5M) | 1.97% | $1.0B | -8.58% | +25.53% | +25.79% | |
| ILMN - ILLUMINA INC | Reduce 1% $(11.0M) | 1.79% | $919.3M | -56.39% | +1.56% | -8.18% | |
| ALGN - ALIGN TECHNOLOGY INC | Add 5% ($41.2M) | 1.59% | $816.1M | -47.10% | +8.23% | +12.43% | |
| DOCU - DOCUSIGN INC | Add 49% ($194.2M) | 1.16% | $594.7M | -4.78% | +4.39% | -29.67% | |
| GOOGL - ALPHABET INC | Reduce 70% $(1.2B) | 0.97% | $496.3M | +76.92% | +6.59% | +1.73% | |
| MSCI - MSCI INC | Reduce 40% $(281.4M) | 0.84% | $430.7M | +42.91% | +28.88% | +18.40% | |
| ICLR - ICON PLC | Reduce 2% $(7.2M) | 0.74% | $378.7M | -24.63% | +17.74% | -2.07% | |
| AON - AON PLC | Reduce 6% $(18.8M) | 0.63% | $320.6M | +35.69% | +8.73% | +21.61% | |
| IWF - ISHARES TR | Add 365% ($242.4M) | 0.60% | $308.9M | +99.53% | +12.87% | +10.12% | |
| MDT - MEDTRONIC PLC | Reduce 6% $(6.3M) | 0.21% | $105.4M | +1.03% | -6.28% | -9.82% | |
| SAP - SAP SE | Add 15% ($13.4M) | 0.20% | $103.3M | +214.66% | +0.38% | +39.25% | |
| SBUX - STARBUCKS CORP | Reduce 94% $(1.1B) | 0.15% | $77.3M | +37.50% | +24.75% | +51.56% | |
| ADP - AUTOMATIC DATA PROCESSING IN | Reduce 6% $(3.6M) | 0.11% | $58.4M | +56.47% | +24.69% | +4.47% | |
| N/A - FORUM ENERGY TECHNOLOGIES IN | New Purchase | 0.11% | $56.1M | ||||
| ASML - ASML HOLDING N V | Reduce 2% $(814.9K) | 0.10% | $53.1M | +37.19% | +6.58% | +22.38% | |
| MELI - MERCADOLIBRE INC | Reduce 4% $(2.3M) | 0.10% | $51.5M | +213.41% | +44.16% | +72.68% | |
| GLOB - GLOBANT S A | Reduce 11% $(4.9M) | 0.08% | $41.5M | -57.07% | +34.96% | -18.00% | |
| SHOP - SHOPIFY INC | Add 189% ($24.3M) | 0.07% | $37.1M | +301.98% | +7.04% | +65.46% | |
| ACWX - ISHARES TR | Reduce 9% $(2.6M) | 0.05% | $27.6M | +46.69% | +2.75% | +9.56% | |
| ULVR - UNILEVER PLC | Add 4% ($1.0M) | 0.05% | $24.8M | +50.00% | +6.94% | +23.53% | |
| DAVA - ENDAVA PLC | Add 12% ($2.4M) | 0.05% | $23.1M | -87.47% | +15.05% | -50.48% | |
| RVLV - REVOLVE GROUP INC | Add 7% ($1.4M) | 0.04% | $22.1M | -34.27% | -8.73% | -39.49% | |
| FOXF - FOX FACTORY HLDG CORP | Add 13% ($2.3M) | 0.04% | $19.2M | -66.54% | +32.19% | +16.68% | |
| PGNY - PROGYNY INC | Reduce 5% $(900.5K) | 0.04% | $18.9M | -33.42% | +34.27% | +4.87% | |
| YETI - YETI HLDGS INC | Add 32% ($4.4M) | 0.04% | $18.1M | -28.78% | -0.63% | -8.92% | |
| TRUP - TRUPANION INC | Reduce 4% $(810.2K) | 0.03% | $17.7M | -22.14% | +19.49% | -67.51% | |
| GSHD - GOOSEHEAD INS INC | Add 18% ($2.6M) | 0.03% | $17.0M | +81.26% | +39.33% | +14.73% | |
| QLYS - QUALYS INC | New Purchase | 0.03% | $16.4M | +10.21% | +32.07% | +0.63% | |
| HLI - HOULIHAN LOKEY INC | Reduce 4% $(660.6K) | 0.03% | $15.3M | +137.15% | +5.46% | +7.55% | |
| WRBY - WARBY PARKER INC | New Purchase | 0.03% | $14.8M | +32.93% | -4.56% | -30.94% | |
| AMN - AMN HEALTHCARE SVCS INC | Reduce 6% $(897.2K) | 0.03% | $14.4M | -80.07% | +29.62% | +10.31% | |
| EXPO - EXPONENT INC | Reduce 100% | 0.00% | $0.00 | ||||
| MEDP - MEDPACE HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| WING - WINGSTOP INC | Reduce 100% | 0.00% | $0.00 | ||||