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POLEN CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from POLEN CAPITAL MANAGEMENT LLC
Filed: 2024-02-13 (Q4 2023) | Holdings: 107 | Value: $41.5B | 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 3% $(170.8M) | 13.29% | $5.5B | +31.61% | +10.55% | +35.15% | |
| MSFT - MICROSOFT CORP | Add 39% ($1.1B) | 9.02% | $3.7B | +29.14% | +2.08% | +0.65% | |
| NOW - SERVICENOW INC | Reduce 5% $(140.1M) | 6.46% | $2.7B | +11.15% | -8.07% | +25.69% | |
| GOOG - ALPHABET INC | Reduce 4% $(98.5M) | 6.38% | $2.6B | +37.95% | +16.67% | +27.26% | |
| ADBE - ADOBE INC | Reduce 4% $(100.9M) | 5.98% | $2.5B | -43.71% | -21.44% | -24.05% | |
| NFLX - NETFLIX INC | Reduce 37% $(1.1B) | 4.79% | $2.0B | +113.60% | +8.18% | +86.62% | |
| MA - MASTERCARD INCORPORATED | Reduce 3% $(64.7M) | 4.78% | $2.0B | +25.39% | -1.55% | +22.94% | |
| CRM - SALESFORCE INC | Reduce 5% $(101.3M) | 4.61% | $1.9B | -14.87% | -2.75% | +15.22% | |
| V - VISA INC | Reduce 4% $(72.4M) | 4.58% | $1.9B | +22.93% | +0.46% | +28.93% | |
| ACN - ACCENTURE PLC IRELAND | Reduce 4% $(66.4M) | 4.06% | $1.7B | -32.94% | -15.86% | +7.71% | |
| ABT - ABBOTT LABS | 3.58% | $1.5B | +23.85% | -6.37% | +19.38% | ||
| ABNB - AIRBNB INC | Reduce 5% $(69.3M) | 3.47% | $1.4B | -17.20% | +0.37% | +10.44% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 4% $(54.3M) | 3.09% | $1.3B | -49.98% | +0.13% | +3.19% | |
| PYPL - PAYPAL HLDGS INC | Reduce 4% $(54.7M) | 3.08% | $1.3B | +15.45% | +10.21% | +33.07% | |
| ADSK - AUTODESK INC | Reduce 4% $(55.5M) | 3.01% | $1.2B | +12.05% | -16.80% | +16.70% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 5% $(62.7M) | 2.60% | $1.1B | -14.55% | +9.89% | -1.54% | |
| WDAY - WORKDAY INC | Reduce 5% $(50.3M) | 2.51% | $1.0B | -25.83% | -17.54% | -13.81% | |
| ZTS - ZOETIS INC | Reduce 4% $(37.9M) | 2.37% | $981.3M | -19.04% | -8.55% | -14.03% | |
| NVO - NOVO-NORDISK A S | Add 1% ($5.4M) | 1.98% | $823.3M | -56.77% | +10.86% | -34.88% | |
| IT - GARTNER INC | Reduce 6% $(48.9M) | 1.96% | $815.0M | -49.00% | -2.78% | +14.61% | |
| NKE - NIKE INC | Reduce 4% $(27.5M) | 1.55% | $641.0M | -27.16% | -11.16% | -29.12% | |
| ALGN - ALIGN TECHNOLOGY INC | Reduce 18% $(75.6M) | 0.84% | $347.5M | -52.64% | -5.84% | -29.99% | |
| GOOGL - ALPHABET INC | Reduce 1% $(4.5M) | 0.72% | $298.8M | +38.71% | +16.61% | +27.26% | |
| AON - AON PLC | 0.57% | $238.5M | +18.69% | -7.66% | +24.83% | ||
| SAP - SAP SE | Reduce 2% $(3.1M) | 0.46% | $192.1M | +68.70% | +7.86% | +66.79% | |
| ADP - AUTOMATIC DATA PROCESSING IN | 0.28% | $117.2M | +26.25% | -1.27% | +25.92% | ||
| GSHD - GOOSEHEAD INS INC | Reduce 32% $(37.3M) | 0.20% | $81.0M | +6.58% | -28.65% | +42.65% | |
| ILMN - ILLUMINA INC | Reduce 99% $(12.2B) | 0.20% | $81.0M | -27.94% | -14.40% | -23.61% | |
| ACWI - ISHARES TR | New Purchase | 0.20% | $81.0M | +29.77% | +6.43% | +20.73% | |
| LLY - ELI LILLY & CO | Reduce 5% $(4.0M) | 0.20% | $81.0M | -15.39% | +2.43% | +13.94% | |
| HELE - HELEN OF TROY LTD | New Purchase | 0.20% | $81.0M | -81.95% | -9.64% | -53.23% | |
| MDT - MEDTRONIC PLC | Add 24% ($15.5M) | 0.20% | $81.0M | +16.67% | +1.59% | +14.71% | |
| KARO - KAROOOOO LTD | New Purchase | 0.20% | $81.0M | +96.69% | +10.63% | +101.73% | |
| MSCI - MSCI INC | Reduce 3% $(2.3M) | 0.18% | $76.5M | -4.16% | -15.70% | +0.08% | |
| HLNE - HAMILTON LANE INC | New Purchase | 0.16% | $67.9M | +40.67% | +3.26% | +41.11% | |
| HLI - HOULIHAN LOKEY INC | Reduce 1% $(889.7K) | 0.16% | $67.9M | +52.50% | +8.52% | +42.96% | |
| IWF - ISHARES TR | Add 39% ($18.9M) | 0.16% | $67.9M | +37.92% | +4.12% | +28.51% | |
| SGOV - ISHARES TR | New Purchase | 0.16% | $67.9M | +7.31% | +1.30% | +5.15% | |
| LVS - LAS VEGAS SANDS CORP | Reduce 27% $(25.2M) | 0.16% | $67.9M | +0.40% | -13.93% | -18.20% | |
| MKTX - MARKETAXESS HLDGS INC | New Purchase | 0.16% | $67.9M | -14.16% | -7.72% | -11.83% | |
| MELI - MERCADOLIBRE INC | Reduce 11% $(8.3M) | 0.16% | $67.9M | +36.71% | -2.20% | +22.55% | |
| SHOP - SHOPIFY INC | Reduce 3% $(1.8M) | 0.15% | $60.8M | +89.12% | -26.65% | +62.24% | |
| BIL - SPDR SER TR | New Purchase | 0.13% | $55.4M | +7.19% | +1.29% | +5.08% | |
| ASML - ASML HOLDING N V | Reduce 27% $(13.2M) | 0.09% | $36.2M | -20.09% | +0.20% | -17.26% | |
| FND - FLOOR & DECOR HLDGS INC | New Purchase | 0.06% | $24.4M | ||||
| TME - TENCENT MUSIC ENTMT GROUP | Reduce 26% $(8.3M) | 0.06% | $23.4M | +131.07% | +49.90% | +40.39% | |
| UL - UNILEVER PLC | Reduce 40% $(15.3M) | 0.05% | $22.7M | +27.57% | +8.42% | +12.79% | |
| DLO - DLOCAL LTD | Reduce 37% $(12.8M) | 0.05% | $21.3M | -31.07% | -18.54% | -19.68% | |
| ALIT - ALIGHT INC | Reduce 10% $(1.4M) | 0.03% | $13.1M | -58.72% | -20.11% | -27.72% | |
| PGNY - PROGYNY INC | Reduce 2% $(323.5K) | 0.03% | $12.7M | -44.01% | -32.66% | -45.21% | |
| ATHM - AUTOHOME INC | Reduce 100% | 0.00% | $0.00 | ||||
| EPAM - EPAM SYS INC | Reduce 100% | 0.00% | $0.00 | ||||
| FIVE - FIVE BELOW INC | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - FORUM ENERGY TECHNOLOGIES IN | Reduce 100% | 0.00% | $0.00 | ||||
| HDB - HDFC BANK LTD | Reduce 100% | 0.00% | $0.00 | ||||
| EL - LAUDER ESTEE COS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ICLR - ICON PLC | Reduce 100% | 0.00% | $0.00 | ||||
| GLOB - GLOBANT S A | Reduce 100% | 0.00% | $0.00 | ||||