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POLEN CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from POLEN CAPITAL MANAGEMENT LLC
Filed: 2023-05-11 (Q1 2023) | Holdings: 94 | 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 28% ($1.0B) | 12.22% | $4.6B | +98.55% | +25.33% | +66.34% | |
| MSFT - MICROSOFT CORP | Reduce 3% $(72.9M) | 7.02% | $2.7B | +71.09% | +4.57% | +34.32% | |
| NFLX - NETFLIX INC | 6.34% | $2.4B | +251.44% | +24.08% | +78.85% | ||
| GOOG - ALPHABET INC | Reduce 19% $(525.5M) | 5.84% | $2.2B | +73.75% | +12.68% | +46.07% | |
| CRM - SALESFORCE INC | 5.54% | $2.1B | +19.26% | +4.24% | +36.60% | ||
| NOW - SERVICENOW INC | Reduce 1% $(18.7M) | 5.41% | $2.1B | +92.61% | +24.99% | +61.17% | |
| MA - MASTERCARD INCORPORATED | Reduce 2% $(47.0M) | 4.94% | $1.9B | +51.34% | +3.81% | +19.76% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | Reduce 23% $(547.3M) | 4.93% | $1.9B | +0.16% | +53.37% | +41.88% | |
| V - VISA INC | Reduce 7% $(132.0M) | 4.80% | $1.8B | +47.35% | +4.90% | +21.14% | |
| ADSK - AUTODESK INC | Reduce 1% $(8.4M) | 4.32% | $1.6B | +50.11% | +9.21% | +11.88% | |
| ACN - ACCENTURE PLC IRELAND | Reduce 2% $(31.8M) | 4.03% | $1.5B | -9.04% | +14.54% | +14.28% | |
| ABNB - AIRBNB INC | Add 1% ($9.2M) | 3.90% | $1.5B | +8.67% | +19.65% | +33.92% | |
| ABT - ABBOTT LABS | Reduce 3% $(37.4M) | 3.80% | $1.4B | +27.89% | -2.87% | -2.61% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Add 4% ($44.5M) | 3.45% | $1.3B | -12.78% | +1.68% | +11.38% | |
| UNH - UNITEDHEALTH GROUP INC | 3.38% | $1.3B | -46.67% | +4.97% | +6.32% | ||
| ILMN - ILLUMINA INC | Add 1% ($7.9M) | 3.12% | $1.2B | -53.52% | -16.34% | -46.13% | |
| PYPL - PAYPAL HLDGS INC | Add 2% ($21.0M) | 2.51% | $950.8M | +5.54% | -1.29% | -0.23% | |
| ZTS - ZOETIS INC | Reduce 1% $(11.4M) | 2.43% | $921.0M | -18.13% | +3.08% | -8.04% | |
| IT - GARTNER INC | Reduce 1% $(11.6M) | 2.33% | $882.0M | -25.68% | +9.97% | +42.82% | |
| NKE - NIKE INC | Reduce 1% $(6.0M) | 2.09% | $794.1M | -36.26% | -10.74% | -22.32% | |
| ALGN - ALIGN TECHNOLOGY INC | Reduce 3% $(17.6M) | 1.43% | $541.8M | -52.87% | +21.47% | -8.10% | |
| DOCU - DOCUSIGN INC | Add 3% ($15.7M) | 1.30% | $494.4M | +39.83% | -0.10% | +20.78% | |
| ICLR - ICON PLC | Reduce 3% $(9.7M) | 0.84% | $317.5M | -20.98% | +29.28% | +54.36% | |
| AON - AON PLC | Reduce 17% $(54.8M) | 0.69% | $260.0M | +10.90% | -4.05% | -13.52% | |
| GOOGL - ALPHABET INC | Reduce 35% $(129.3M) | 0.62% | $236.7M | +73.66% | +12.56% | +44.96% | |
| SAP - SAP SE | Reduce 2% $(2.5M) | 0.44% | $166.6M | +125.13% | +5.43% | +44.14% | |
| ADP - AUTOMATIC DATA PROCESSING IN | 0.32% | $119.7M | +52.36% | +20.24% | +20.26% | ||
| MELI - MERCADOLIBRE INC | Add 31% ($15.8M) | 0.18% | $66.8M | +81.90% | +0.20% | +29.63% | |
| MDT - MEDTRONIC PLC | Reduce 1% $(936.6K) | 0.17% | $64.7M | +12.96% | -5.38% | -2.56% | |
| ASML - ASML HOLDING N V | Reduce 4% $(1.7M) | 0.12% | $45.1M | +13.20% | +2.84% | +42.29% | |
| UL - UNILEVER PLC | Reduce 5% $(2.2M) | 0.11% | $41.3M | +21.84% | -2.48% | +3.34% | |
| SHOP - SHOPIFY INC | Reduce 4% $(1.7M) | 0.10% | $39.2M | +139.76% | -10.29% | -5.80% | |
| IWF - ISHARES TR | Reduce 95% $(586.5M) | 0.09% | $33.5M | +81.04% | +10.86% | +35.98% | |
| GLOB - GLOBANT S A | Reduce 6% $(2.0M) | 0.09% | $32.9M | -45.98% | +27.09% | +26.65% | |
| EL - LAUDER ESTEE COS INC | Reduce 3% $(914.4K) | 0.08% | $29.7M | -52.52% | -16.02% | -31.38% | |
| TME - TENCENT MUSIC ENTMT GROUP | New Purchase | 0.07% | $28.2M | +211.27% | -15.29% | +103.86% | |
| HDB - HDFC BANK LTD | Reduce 6% $(1.2M) | 0.05% | $19.7M | +12.76% | -2.89% | -16.61% | |
| LVS - LAS VEGAS SANDS CORP | New Purchase | 0.05% | $18.6M | -9.74% | -7.94% | -21.63% | |
| ATHM - AUTOHOME INC | New Purchase | 0.04% | $16.7M | +7.14% | +0.00% | +5.05% | |
| FIVE - FIVE BELOW INC | Reduce 18% $(3.3M) | 0.04% | $15.3M | -30.75% | +1.82% | -27.37% | |
| GSHD - GOOSEHEAD INS INC | Reduce 1% $(114.8K) | 0.04% | $15.2M | +53.30% | +5.90% | +1.74% | |
| DLO - DLOCAL LTD | New Purchase | 0.04% | $14.6M | -15.51% | +0.51% | -1.32% | |
| EPAM - EPAM SYS INC | New Purchase | 0.04% | $13.3M | -31.79% | +4.90% | -17.67% | |
| HLI - HOULIHAN LOKEY INC | Reduce 3% $(322.1K) | 0.03% | $12.0M | +119.28% | +14.25% | +55.08% | |
| FOXF - FOX FACTORY HLDG CORP | Reduce 5% $(669.1K) | 0.03% | $11.7M | -70.74% | +16.21% | -50.20% | |
| RVLV - REVOLVE GROUP INC | 0.03% | $11.3M | +9.29% | -8.68% | +21.31% | ||
| ACWI - ISHARES TR | Reduce 75% $(30.3M) | 0.03% | $10.1M | +49.71% | +5.65% | +22.11% | |
| WING - WINGSTOP INC | Reduce 26% $(3.5M) | 0.03% | $9.6M | +53.90% | -20.49% | +83.42% | |
| PGNY - PROGYNY INC | Reduce 1% $(118.1K) | 0.02% | $9.3M | -37.62% | +5.43% | -25.20% | |
| HLNE - HAMILTON LANE INC | New Purchase | 0.02% | $9.1M | +146.72% | +44.27% | +79.96% | |
| N/A - FORUM ENERGY TECHNOLOGIES IN | Reduce 100% | 0.00% | $0.00 | ||||
| CATH - GLOBAL X FDS | Reduce 100% | 0.00% | $0.00 | ||||
| IUSG - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| ACWX - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| QLYS - QUALYS INC | Reduce 100% | 0.00% | $0.00 | +33.81% | +31.50% | +29.63% | |
| YETI - YETI HLDGS INC | Reduce 100% | 0.00% | $0.00 | -6.44% | +4.15% | -6.07% | |