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POLEN CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from POLEN CAPITAL MANAGEMENT LLC
Filed: 2023-11-13 (Q3 2023) | Holdings: 99 | Value: $38.0B | 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 11% $(616.0M) | 12.50% | $4.8B | +53.58% | +17.92% | +45.85% | |
| GOOG - ALPHABET INC | Reduce 4% $(110.3M) | 6.76% | $2.6B | +49.86% | +8.47% | +31.06% | |
| NFLX - NETFLIX INC | Reduce 3% $(64.5M) | 6.39% | $2.4B | +169.99% | +29.09% | +86.56% | |
| MSFT - MICROSOFT CORP | Reduce 4% $(86.1M) | 5.94% | $2.3B | +42.59% | +10.80% | +15.93% | |
| NOW - SERVICENOW INC | Reduce 5% $(123.2M) | 5.87% | $2.2B | +34.75% | +22.32% | +60.59% | |
| ADBE - ADOBE INC | Reduce 7% $(156.8M) | 5.80% | $2.2B | -43.31% | +0.52% | -11.92% | |
| MA - MASTERCARD INCORPORATED | Reduce 4% $(73.2M) | 5.00% | $1.9B | +46.08% | +17.31% | +31.78% | |
| V - VISA INC | Reduce 4% $(66.1M) | 4.58% | $1.7B | +38.31% | +12.96% | +26.18% | |
| CRM - SALESFORCE INC | Reduce 3% $(51.1M) | 4.08% | $1.6B | +10.78% | +32.03% | +52.11% | |
| ACN - ACCENTURE PLC IRELAND | Reduce 3% $(52.4M) | 4.03% | $1.5B | -22.92% | +16.42% | +15.03% | |
| ABNB - AIRBNB INC | Reduce 4% $(66.3M) | 3.99% | $1.5B | -1.09% | +21.12% | +9.98% | |
| ABT - ABBOTT LABS | Reduce 3% $(36.9M) | 3.43% | $1.3B | +44.25% | +16.90% | +21.81% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 4% $(59.6M) | 3.37% | $1.3B | -52.02% | -3.77% | +11.72% | |
| PYPL - PAYPAL HLDGS INC | Reduce 2% $(27.9M) | 3.33% | $1.3B | +21.91% | +6.09% | +54.60% | |
| ADSK - AUTODESK INC | Reduce 2% $(27.1M) | 2.91% | $1.1B | +35.49% | +22.20% | +42.93% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 4% $(44.4M) | 2.86% | $1.1B | +1.39% | +20.10% | +16.99% | |
| ZTS - ZOETIS INC | Reduce 4% $(40.7M) | 2.36% | $898.4M | -12.34% | +7.64% | +2.89% | |
| WDAY - WORKDAY INC | Add 2% ($16.8M) | 2.23% | $848.7M | -3.87% | +30.84% | +17.53% | |
| NVO - NOVO-NORDISK A S | New Purchase | 1.89% | $719.0M | -47.75% | +23.66% | +6.46% | |
| ILMN - ILLUMINA INC | Add 1% ($4.0M) | 1.85% | $703.8M | +2.07% | +47.63% | +53.53% | |
| IT - GARTNER INC | Reduce 2% $(12.9M) | 1.73% | $658.1M | -45.36% | +7.33% | +28.15% | |
| NKE - NIKE INC | Reduce 3% $(18.7M) | 1.55% | $588.8M | -27.43% | +1.07% | -27.20% | |
| ALGN - ALIGN TECHNOLOGY INC | Reduce 2% $(11.6M) | 1.24% | $471.5M | -29.99% | +51.53% | +10.94% | |
| LLY - ELI LILLY & CO | New Purchase | 0.88% | $335.1M | +3.93% | +24.73% | +29.90% | |
| ICLR - ICON PLC | Reduce 17% $(59.9M) | 0.79% | $301.2M | -39.63% | +11.54% | -23.78% | |
| GOOGL - ALPHABET INC | Reduce 4% $(11.2M) | 0.75% | $284.1M | +51.00% | +8.76% | +31.17% | |
| AON - AON PLC | Add 1% ($1.4M) | 0.70% | $264.3M | +11.63% | -7.17% | +13.97% | |
| SAP - SAP SE | 0.43% | $163.3M | +100.35% | +19.84% | +57.67% | ||
| ADP - AUTOMATIC DATA PROCESSING IN | Reduce 8% $(10.8M) | 0.32% | $120.4M | +38.34% | +9.92% | +34.51% | |
| IWF - ISHARES TR | Add 134% ($45.6M) | 0.21% | $79.7M | +57.38% | +14.64% | +39.26% | |
| GLOB - GLOBANT S A | 0.19% | $72.9M | -57.91% | +31.98% | +28.95% | ||
| MSCI - MSCI INC | New Purchase | 0.19% | $71.4M | +8.60% | +11.78% | +19.34% | |
| MDT - MEDTRONIC PLC | Add 2% ($1.0M) | 0.16% | $62.3M | +36.02% | +16.60% | +22.86% | |
| MELI - MERCADOLIBRE INC | 0.16% | $61.5M | +65.38% | +22.71% | +31.83% | ||
| SHOP - SHOPIFY INC | Add 2% ($875.6K) | 0.12% | $43.8M | +132.82% | +25.54% | +69.75% | |
| UL - UNILEVER PLC | Add 2% ($856.3K) | 0.10% | $38.7M | +33.38% | +4.03% | +23.32% | |
| ASML - ASML HOLDING N V | Add 2% ($799.4K) | 0.10% | $38.4M | +8.51% | +37.23% | +3.41% | |
| DLO - DLOCAL LTD | Add 14% ($4.5M) | 0.10% | $36.9M | -37.17% | -8.91% | -44.23% | |
| HDB - HDFC BANK LTD | Add 2% ($677.2K) | 0.07% | $27.9M | +29.50% | -9.58% | +7.11% | |
| N/A - FORUM ENERGY TECHNOLOGIES IN | 0.06% | $24.7M | |||||
| TME - TENCENT MUSIC ENTMT GROUP | Add 10% ($2.1M) | 0.06% | $22.4M | +197.35% | +33.95% | +43.49% | |
| EL - LAUDER ESTEE COS INC | Add 7% ($1.2M) | 0.05% | $19.6M | -19.20% | +23.10% | -43.08% | |
| GSHD - GOOSEHEAD INS INC | Reduce 4% $(613.3K) | 0.04% | $16.5M | +18.51% | +17.06% | +55.36% | |
| LVS - LAS VEGAS SANDS CORP | Reduce 4% $(688.1K) | 0.04% | $14.6M | +12.41% | +12.85% | +1.89% | |
| EPAM - EPAM SYS INC | Reduce 4% $(654.6K) | 0.04% | $14.3M | -34.56% | +15.19% | +1.41% | |
| HLI - HOULIHAN LOKEY INC | Reduce 1% $(206.2K) | 0.04% | $13.8M | +86.60% | +24.33% | +80.08% | |
| ATHM - AUTOHOME INC | Reduce 4% $(609.6K) | 0.04% | $13.7M | +15.71% | +1.18% | +4.53% | |
| FIVE - FIVE BELOW INC | Add 6% ($706.3K) | 0.03% | $12.5M | -23.97% | +5.82% | -49.86% | |
| ALIT - ALIGHT INC | Add 23% ($2.3M) | 0.03% | $12.0M | -45.96% | +32.45% | +9.89% | |
| PGNY - PROGYNY INC | Add 26% ($2.4M) | 0.03% | $11.9M | -27.39% | +29.23% | -55.58% | |
| DOCU - DOCUSIGN INC | Reduce 100% | 0.00% | $0.00 | ||||
| WING - WINGSTOP INC | Reduce 100% | 0.00% | $0.00 | ||||
| YUMC - YUM CHINA HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||