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POLEN CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from POLEN CAPITAL MANAGEMENT LLC
Filed: 2022-08-10 (Q2 2022) | Holdings: 84 | Value: $37.9B | 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 |
| AMZN - AMAZON COM INC | Add 2505% ($3.8B) | 10.52% | $4.0B | +54.80% | -29.94% | -3.79% | |
| GOOG - ALPHABET INC | Reduce 4% $(114.6M) | 8.23% | $3.1B | +66.52% | -20.77% | +6.63% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | Add 3% ($70.4M) | 6.62% | $2.5B | -23.40% | -23.38% | +14.19% | |
| V - VISA INC | Reduce 4% $(101.4M) | 6.48% | $2.5B | +61.26% | -3.67% | +13.45% | |
| MSFT - MICROSOFT CORP | Reduce 3% $(82.7M) | 6.41% | $2.4B | +84.04% | -14.86% | +11.44% | |
| MA - MASTERCARD INCORPORATED | Reduce 4% $(91.6M) | 6.36% | $2.4B | +64.30% | -4.50% | +11.69% | |
| META - META PLATFORMS INC | 5.61% | $2.1B | +330.43% | -37.11% | +67.85% | ||
| ABT - ABBOTT LABS | Reduce 31% $(766.0M) | 4.40% | $1.7B | +28.46% | -5.65% | -3.17% | |
| CRM - SALESFORCE INC | Reduce 2% $(41.1M) | 4.28% | $1.6B | +26.28% | -17.90% | +8.62% | |
| ACN - ACCENTURE PLC IRELAND | Reduce 4% $(60.8M) | 4.22% | $1.6B | -20.84% | -8.30% | -1.16% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 22% $(434.6M) | 3.95% | $1.5B | -51.09% | -2.70% | -4.30% | |
| NOW - SERVICENOW INC | Reduce 3% $(44.5M) | 3.92% | $1.5B | +67.79% | -21.17% | +7.20% | |
| ADSK - AUTODESK INC | Reduce 3% $(39.3M) | 3.82% | $1.4B | +27.30% | +0.20% | -8.93% | |
| ABNB - AIRBNB INC | Reduce 1% $(12.7M) | 3.01% | $1.1B | -0.23% | -9.67% | +10.21% | |
| ZTS - ZOETIS INC | Reduce 11% $(123.0M) | 2.71% | $1.0B | -12.56% | -14.34% | +10.78% | |
| PYPL - PAYPAL HLDGS INC | 2.39% | $905.8M | -33.10% | -9.98% | -39.14% | ||
| NFLX - NETFLIX INC | Reduce 5% $(42.3M) | 2.20% | $833.0M | +395.19% | +18.58% | +72.33% | |
| NKE - NIKE INC | Reduce 4% $(32.8M) | 2.15% | $814.8M | -32.28% | -7.39% | -4.77% | |
| IT - GARTNER INC | Reduce 12% $(97.2M) | 1.91% | $724.3M | -24.51% | +10.52% | +12.07% | |
| ISRG - INTUITIVE SURGICAL INC | Reduce 4% $(26.8M) | 1.82% | $690.1M | +97.20% | +11.20% | +27.73% | |
| ILMN - ILLUMINA INC | Add 6% ($29.3M) | 1.36% | $514.4M | -57.61% | +5.74% | -21.38% | |
| DOCU - DOCUSIGN INC | Add 55% ($175.7M) | 1.30% | $494.2M | -10.32% | -31.30% | -36.20% | |
| ALGN - ALIGN TECHNOLOGY INC | Add 3% ($11.2M) | 1.20% | $454.2M | -52.08% | -24.98% | +20.89% | |
| GOOGL - ALPHABET INC | 1.02% | $388.5M | +67.07% | -20.51% | +6.83% | ||
| ICLR - ICON PLC | Reduce 10% $(33.0M) | 0.80% | $304.4M | -34.49% | -8.44% | +6.83% | |
| IWF - ISHARES TR | Add 5% ($11.2M) | 0.67% | $254.5M | +79.15% | -9.86% | +8.53% | |
| AON - AON PLC | Reduce 5% $(13.6M) | 0.66% | $252.0M | +25.22% | -2.03% | +7.86% | |
| ADP - AUTOMATIC DATA PROCESSING IN | Add 58% ($31.2M) | 0.22% | $85.0M | +28.99% | -0.93% | +2.15% | |
| MDT - MEDTRONIC PLC | Reduce 5% $(4.3M) | 0.21% | $80.9M | +8.33% | -11.11% | -8.94% | |
| SAP - SAP SE | Reduce 12% $(9.8M) | 0.20% | $74.6M | +212.22% | +14.53% | +44.85% | |
| SBUX - STARBUCKS CORP | Reduce 9% $(5.9M) | 0.16% | $59.1M | +13.04% | +12.65% | +18.63% | |
| N/A - FORUM ENERGY TECHNOLOGIES IN | 0.15% | $56.1M | |||||
| GLOB - GLOBANT S A | Add 39% ($10.8M) | 0.10% | $38.3M | -68.64% | -19.52% | -27.72% | |
| ASML - ASML HOLDING N V | Reduce 8% $(2.9M) | 0.09% | $35.0M | +30.82% | +2.15% | +18.01% | |
| MELI - MERCADOLIBRE INC | Reduce 4% $(1.0M) | 0.07% | $26.6M | +118.57% | -9.47% | +23.50% | |
| ULVR - UNILEVER PLC | Reduce 8% $(1.9M) | 0.06% | $23.1M | +40.57% | -1.15% | +12.73% | |
| SHOP - SHOPIFY INC | Add 834% ($14.3M) | 0.04% | $16.0M | +249.39% | -7.89% | +29.08% | |
| ACWI - ISHARES TR | New Purchase | 0.04% | $15.0M | +51.11% | -4.72% | +6.43% | |
| FOXF - FOX FACTORY HLDG CORP | Reduce 16% $(2.5M) | 0.04% | $13.3M | -74.05% | -4.46% | +3.10% | |
| QLYS - QUALYS INC | Reduce 14% $(2.0M) | 0.03% | $12.5M | -13.49% | -14.80% | +1.66% | |
| HLI - HOULIHAN LOKEY INC | Reduce 16% $(2.3M) | 0.03% | $11.5M | +128.78% | +10.81% | +19.75% | |
| YETI - YETI HLDGS INC | Reduce 14% $(1.8M) | 0.03% | $11.2M | -27.41% | -2.40% | -0.20% | |
| GSHD - GOOSEHEAD INS INC | Add 7% ($738.6K) | 0.03% | $10.6M | +44.96% | -34.22% | +1.79% | |
| AMN - AMN HEALTHCARE SVCS INC | Reduce 34% $(5.1M) | 0.03% | $10.0M | -85.30% | -3.73% | -23.42% | |
| RVLV - REVOLVE GROUP INC | Reduce 7% $(726.7K) | 0.03% | $9.9M | -33.69% | -9.18% | -42.61% | |
| ALRM - ALARM COM HLDGS INC | New Purchase | 0.03% | $9.9M | -29.30% | -26.16% | -20.73% | |
| FIVE - FIVE BELOW INC | New Purchase | 0.02% | $9.3M | -3.94% | +11.31% | +38.72% | |
| PGNY - PROGYNY INC | Reduce 16% $(1.7M) | 0.02% | $9.0M | -49.30% | -15.69% | -14.13% | |
| BL - BLACKLINE INC | New Purchase | 0.02% | $8.8M | -31.94% | -7.55% | -26.72% | |
| HLNE - HAMILTON LANE INC | New Purchase | 0.02% | $8.7M | +117.19% | +1.92% | +26.51% | |
| DAVA - ENDAVA PLC | Reduce 100% | 0.00% | $0.00 | ||||
| ACWX - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| MSCI - MSCI INC | Reduce 100% | 0.00% | $0.00 | ||||
| TRUP - TRUPANION INC | Reduce 100% | 0.00% | $0.00 | ||||
| WRBY - WARBY PARKER INC | Reduce 100% | 0.00% | $0.00 | ||||