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POLEN CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from POLEN CAPITAL MANAGEMENT LLC
Filed: 2023-08-11 (Q2 2023) | Holdings: 100 | Value: $40.3B | 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% $(344.0M) | 13.65% | $5.5B | +61.02% | +3.10% | +20.61% | |
| NFLX - NETFLIX INC | Reduce 5% $(154.3M) | 7.22% | $2.9B | +187.13% | +5.36% | +50.04% | |
| MSFT - MICROSOFT CORP | Reduce 20% $(618.9M) | 6.27% | $2.5B | +64.96% | +14.33% | +27.57% | |
| GOOG - ALPHABET INC | Reduce 5% $(118.4M) | 6.10% | $2.5B | +56.56% | +2.92% | +26.40% | |
| NOW - SERVICENOW INC | Reduce 4% $(111.2M) | 5.87% | $2.4B | +58.08% | +15.67% | +46.14% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | Reduce 5% $(106.9M) | 5.62% | $2.3B | -32.70% | +16.49% | +4.77% | |
| MA - MASTERCARD INCORPORATED | Reduce 3% $(69.8M) | 4.86% | $2.0B | +46.56% | -0.39% | +15.62% | |
| V - VISA INC | Reduce 3% $(50.5M) | 4.63% | $1.9B | +41.75% | +1.86% | +8.81% | |
| CRM - SALESFORCE INC | Reduce 25% $(549.7M) | 4.14% | $1.7B | +16.70% | +3.55% | +21.23% | |
| ACN - ACCENTURE PLC IRELAND | Reduce 3% $(57.5M) | 3.95% | $1.6B | -19.64% | +2.89% | +3.57% | |
| ABT - ABBOTT LABS | Reduce 3% $(42.3M) | 3.75% | $1.5B | +32.88% | -8.39% | +4.66% | |
| ABNB - AIRBNB INC | Reduce 3% $(44.6M) | 3.67% | $1.5B | -9.39% | -10.79% | -14.93% | |
| PYPL - PAYPAL HLDGS INC | Add 77% ($643.5M) | 3.67% | $1.5B | +8.85% | -12.49% | +2.11% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 2% $(27.1M) | 3.17% | $1.3B | -49.01% | +6.98% | +12.76% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 1% $(16.8M) | 2.90% | $1.2B | -14.29% | -17.62% | +11.08% | |
| ADSK - AUTODESK INC | Reduce 30% $(488.3M) | 2.78% | $1.1B | +40.50% | +1.55% | +15.80% | |
| ILMN - ILLUMINA INC | 2.37% | $955.7M | -45.43% | -47.96% | -28.13% | ||
| ZTS - ZOETIS INC | Reduce 2% $(23.4M) | 2.30% | $929.6M | -20.81% | -11.03% | -2.41% | |
| WDAY - WORKDAY INC | New Purchase | 2.17% | $874.6M | -1.34% | +0.54% | -6.45% | |
| NKE - NIKE INC | Reduce 2% $(13.5M) | 1.74% | $701.2M | -28.78% | -3.12% | -29.85% | |
| IT - GARTNER INC | Reduce 28% $(264.3M) | 1.70% | $684.1M | -32.61% | +21.99% | +39.97% | |
| ALGN - ALIGN TECHNOLOGY INC | Reduce 2% $(13.9M) | 1.39% | $559.5M | -60.19% | -45.57% | -39.21% | |
| DOCU - DOCUSIGN INC | 1.07% | $432.9M | +41.78% | -15.74% | +6.60% | ||
| ICLR - ICON PLC | Reduce 1% $(5.2M) | 0.91% | $366.8M | -38.33% | -0.01% | +21.32% | |
| AON - AON PLC | Reduce 2% $(4.7M) | 0.69% | $279.9M | +15.93% | +4.05% | +3.24% | |
| GOOGL - ALPHABET INC | Reduce 1% $(3.0M) | 0.67% | $270.1M | +56.60% | +2.09% | +25.57% | |
| SAP - SAP SE | Reduce 4% $(6.7M) | 0.43% | $173.4M | +115.36% | +5.27% | +50.87% | |
| ADP - AUTOMATIC DATA PROCESSING IN | Add 1% ($1.7M) | 0.30% | $119.9M | +26.12% | -10.14% | +4.69% | |
| MDT - MEDTRONIC PLC | Reduce 3% $(1.8M) | 0.17% | $68.9M | +19.06% | -12.81% | +0.74% | |
| GLOB - GLOBANT S A | Add 83% ($29.9M) | 0.16% | $66.0M | -56.35% | +0.77% | +8.24% | |
| MELI - MERCADOLIBRE INC | Reduce 4% $(2.7M) | 0.14% | $57.3M | +80.23% | +5.54% | +45.63% | |
| SHOP - SHOPIFY INC | Reduce 4% $(2.0M) | 0.13% | $50.8M | +174.31% | +14.30% | +25.25% | |
| ASML - ASML HOLDING N V | Reduce 4% $(1.7M) | 0.11% | $46.3M | +12.36% | +0.47% | +31.53% | |
| UL - UNILEVER PLC | Reduce 4% $(1.6M) | 0.10% | $39.9M | +25.45% | -6.43% | +20.66% | |
| IWF - ISHARES TR | Reduce 6% $(2.4M) | 0.09% | $35.3M | +65.28% | +3.37% | +27.91% | |
| HDB - HDFC BANK LTD | Add 56% ($11.5M) | 0.08% | $32.2M | +14.76% | -13.19% | -7.13% | |
| EL - LAUDER ESTEE COS INC | Add 6% ($1.3M) | 0.06% | $25.0M | -43.24% | -31.42% | -47.23% | |
| N/A - FORUM ENERGY TECHNOLOGIES IN | New Purchase | 0.06% | $24.9M | ||||
| TME - TENCENT MUSIC ENTMT GROUP | Reduce 6% $(1.6M) | 0.06% | $23.6M | +274.76% | +23.22% | +119.67% | |
| DLO - DLOCAL LTD | Add 88% ($9.6M) | 0.05% | $20.6M | -8.66% | +40.94% | -40.22% | |
| LVS - LAS VEGAS SANDS CORP | Add 3% ($565.2K) | 0.05% | $19.4M | -1.71% | -14.11% | -29.71% | |
| GSHD - GOOSEHEAD INS INC | Reduce 21% $(3.8M) | 0.04% | $14.5M | +43.43% | +17.98% | +28.93% | |
| FIVE - FIVE BELOW INC | Reduce 2% $(285.4K) | 0.04% | $14.4M | -31.11% | -11.24% | -65.57% | |
| ATHM - AUTOHOME INC | Reduce 5% $(796.1K) | 0.03% | $13.8M | +8.53% | -7.20% | -18.02% | |
| EPAM - EPAM SYS INC | Add 31% ($3.1M) | 0.03% | $13.1M | -33.42% | -1.10% | -20.35% | |
| HLI - HOULIHAN LOKEY INC | Reduce 5% $(657.6K) | 0.03% | $12.9M | +91.54% | +1.41% | +46.90% | |
| ALIT - ALIGHT INC | New Purchase | 0.03% | $12.7M | -53.81% | -16.79% | -18.45% | |
| YUMC - YUM CHINA HLDGS INC | New Purchase | 0.03% | $12.5M | -16.31% | -18.86% | -39.17% | |
| PGNY - PROGYNY INC | Reduce 4% $(508.2K) | 0.03% | $10.9M | -40.74% | -20.98% | -45.49% | |
| WING - WINGSTOP INC | Reduce 5% $(512.2K) | 0.02% | $10.0M | +95.57% | +32.32% | +129.06% | |
| FOXF - FOX FACTORY HLDG CORP | Reduce 100% | 0.00% | $0.00 | -70.57% | -48.79% | -64.12% | |
| HLNE - HAMILTON LANE INC | Reduce 100% | 0.00% | $0.00 | +111.67% | -2.85% | +49.15% | |
| ACWI - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| RVLV - REVOLVE GROUP INC | Reduce 100% | 0.00% | $0.00 | +115.53% | -24.19% | +29.63% | |