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POLEN CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from POLEN CAPITAL MANAGEMENT LLC
Filed: 2023-02-13 (Q4 2022) | Holdings: 93 | Value: $34.3B | 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 | Reduce 6% $(175.5M) | 8.61% | $3.0B | +126.29% | +13.00% | +73.74% | |
| GOOG - ALPHABET INC | Reduce 7% $(187.3M) | 6.82% | $2.3B | +114.76% | +23.56% | +55.44% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(25.5M) | 6.64% | $2.3B | +95.35% | +13.78% | +51.79% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | Reduce 10% $(222.4M) | 6.16% | $2.1B | -9.05% | -7.82% | +61.24% | |
| NFLX - NETFLIX INC | Reduce 5% $(118.5M) | 5.96% | $2.0B | +238.87% | -6.06% | +62.03% | |
| MA - MASTERCARD INCORPORATED | Reduce 14% $(299.7M) | 5.37% | $1.8B | +57.69% | +3.90% | +26.63% | |
| V - VISA INC | Reduce 15% $(313.8M) | 5.25% | $1.8B | +49.79% | +2.01% | +22.33% | |
| NOW - SERVICENOW INC | Add 13% ($194.0M) | 5.04% | $1.7B | +91.07% | +1.42% | +73.44% | |
| ABT - ABBOTT LABS | Reduce 7% $(117.6M) | 4.68% | $1.6B | +30.40% | +2.03% | +5.68% | |
| ADSK - AUTODESK INC | Reduce 6% $(96.7M) | 4.31% | $1.5B | +30.13% | -11.85% | +17.37% | |
| ACN - ACCENTURE PLC IRELAND | Reduce 6% $(91.1M) | 4.25% | $1.5B | -12.63% | -2.41% | +31.96% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 4% $(65.7M) | 4.22% | $1.4B | -47.07% | -1.15% | +6.16% | |
| CRM - SALESFORCE INC | Reduce 5% $(76.5M) | 4.05% | $1.4B | +44.23% | +20.87% | +71.89% | |
| TMO - THERMO FISHER SCIENTIFIC INC | New Purchase | 3.52% | $1.2B | -19.41% | -9.01% | -4.54% | |
| ILMN - ILLUMINA INC | Add 12% ($106.6M) | 2.98% | $1.0B | -54.49% | -4.19% | -34.18% | |
| ABNB - AIRBNB INC | Reduce 7% $(73.3M) | 2.95% | $1.0B | +4.07% | -9.04% | +27.44% | |
| IT - GARTNER INC | Reduce 5% $(47.4M) | 2.69% | $922.1M | -34.67% | -10.11% | +28.33% | |
| PYPL - PAYPAL HLDGS INC | Reduce 4% $(35.4M) | 2.54% | $872.1M | -14.37% | -21.20% | -25.48% | |
| ZTS - ZOETIS INC | Reduce 6% $(53.0M) | 2.39% | $821.0M | -12.78% | +6.23% | +7.09% | |
| NKE - NIKE INC | Reduce 20% $(185.0M) | 2.23% | $763.4M | -37.61% | -3.05% | -13.11% | |
| IWF - ISHARES TR | Add 330% ($417.1M) | 1.59% | $543.6M | +90.75% | +5.28% | +38.94% | |
| DOCU - DOCUSIGN INC | Reduce 5% $(24.2M) | 1.33% | $455.0M | +13.06% | -16.50% | -16.52% | |
| ALGN - ALIGN TECHNOLOGY INC | Reduce 16% $(66.2M) | 1.03% | $353.1M | -56.88% | -8.36% | -6.67% | |
| GOOGL - ALPHABET INC | Reduce 2% $(5.4M) | 0.91% | $311.3M | +114.58% | +23.38% | +54.55% | |
| AON - AON PLC | Reduce 6% $(19.9M) | 0.87% | $299.7M | +16.24% | +4.17% | -3.34% | |
| ICLR - ICON PLC | Reduce 8% $(25.5M) | 0.87% | $297.6M | -32.80% | -12.69% | +24.15% | |
| SAP - SAP SE | Reduce 7% $(10.5M) | 0.40% | $137.9M | +154.53% | +12.64% | +52.25% | |
| ADP - AUTOMATIC DATA PROCESSING IN | Reduce 2% $(3.0M) | 0.37% | $127.8M | +42.37% | -4.95% | +13.13% | |
| MDT - MEDTRONIC PLC | Reduce 11% $(7.6M) | 0.18% | $63.3M | +20.00% | +7.11% | +2.86% | |
| N/A - FORUM ENERGY TECHNOLOGIES IN | 0.16% | $53.5M | |||||
| UL - UNILEVER PLC | Add 60% ($15.8M) | 0.12% | $42.2M | +27.42% | +4.93% | -0.61% | |
| ACWI - ISHARES TR | Add 34% ($9.5M) | 0.11% | $37.6M | +50.81% | +1.01% | +16.71% | |
| ASML - ASML HOLDING N V | Reduce 10% $(4.3M) | 0.11% | $37.6M | +11.36% | -0.66% | +40.83% | |
| GLOB - GLOBANT S A | Reduce 12% $(5.0M) | 0.10% | $35.8M | -54.46% | -13.02% | +42.80% | |
| MELI - MERCADOLIBRE INC | Reduce 8% $(2.9M) | 0.10% | $32.7M | +113.60% | +17.68% | +58.48% | |
| EL - LAUDER ESTEE COS INC | New Purchase | 0.09% | $30.8M | -62.62% | -20.69% | -43.04% | |
| SHOP - SHOPIFY INC | Add 63% ($11.4M) | 0.09% | $29.6M | +206.89% | +26.32% | +65.48% | |
| HDB - HDFC BANK LTD | New Purchase | 0.06% | $21.5M | +10.14% | -1.65% | -23.10% | |
| ACWX - ISHARES TR | New Purchase | 0.06% | $19.4M | +36.25% | +1.76% | +6.62% | |
| FIVE - FIVE BELOW INC | Reduce 18% $(3.5M) | 0.05% | $16.0M | -34.51% | -2.42% | -8.85% | |
| HLI - HOULIHAN LOKEY INC | Reduce 12% $(1.6M) | 0.04% | $12.3M | +100.22% | -9.19% | +33.40% | |
| IUSG - ISHARES TR | New Purchase | 0.03% | $11.1M | +82.55% | +3.20% | +30.28% | |
| CATH - GLOBAL X FDS | New Purchase | 0.03% | $11.0M | +58.71% | +0.64% | +21.46% | |
| QLYS - QUALYS INC | Reduce 15% $(1.9M) | 0.03% | $10.6M | +6.23% | -3.00% | +41.05% | |
| GSHD - GOOSEHEAD INS INC | Reduce 7% $(700.5K) | 0.03% | $10.1M | +125.83% | +42.95% | +123.08% | |
| WING - WINGSTOP INC | Reduce 22% $(2.7M) | 0.03% | $9.8M | +97.19% | +27.96% | +91.50% | |
| RVLV - REVOLVE GROUP INC | Reduce 13% $(1.5M) | 0.03% | $9.6M | -24.95% | -30.91% | -33.89% | |
| FOXF - FOX FACTORY HLDG CORP | Reduce 43% $(7.1M) | 0.03% | $9.3M | -76.43% | -17.83% | -44.33% | |
| PGNY - PROGYNY INC | Reduce 13% $(1.4M) | 0.03% | $9.2M | -28.57% | +12.50% | +27.13% | |
| YETI - YETI HLDGS INC | Reduce 25% $(2.9M) | 0.03% | $8.7M | -22.44% | -0.81% | +14.46% | |
| ALRM - ALARM COM HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BL - BLACKLINE INC | Reduce 100% | 0.00% | $0.00 | ||||
| DAVA - ENDAVA PLC | Reduce 100% | 0.00% | $0.00 | ||||
| META - META PLATFORMS INC | Reduce 100% | 0.00% | $0.00 | ||||
| HLNE - HAMILTON LANE INC | Reduce 100% | 0.00% | $0.00 | ||||
| SBUX - STARBUCKS CORP | Reduce 100% | 0.00% | $0.00 | ||||