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POLEN CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from POLEN CAPITAL MANAGEMENT LLC
Filed: 2024-05-10 (Q1 2024) | Holdings: 104 | Value: $43.3B | 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 5% $(336.0M) | 14.33% | $6.2B | +18.45% | -11.28% | +10.98% | |
| MSFT - MICROSOFT CORP | Reduce 3% $(122.1M) | 9.39% | $4.1B | +26.07% | -2.50% | +8.30% | |
| GOOG - ALPHABET INC | Reduce 4% $(108.8M) | 6.35% | $2.8B | +22.58% | -1.03% | -3.32% | |
| V - VISA INC | Add 15% ($307.3M) | 5.41% | $2.3B | +20.75% | -7.31% | +27.37% | |
| NFLX - NETFLIX INC | Reduce 6% $(146.9M) | 5.38% | $2.3B | +97.24% | +3.07% | +80.69% | |
| MA - MASTERCARD INCORPORATED | Reduce 4% $(85.2M) | 4.97% | $2.2B | +26.60% | -0.12% | +27.30% | |
| CRM - SALESFORCE INC | Reduce 4% $(96.6M) | 4.84% | $2.1B | -12.57% | -9.18% | +4.82% | |
| NOW - SERVICENOW INC | Reduce 30% $(864.1M) | 4.69% | $2.0B | +19.06% | +10.07% | +38.58% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Add 60% ($712.5M) | 4.37% | $1.9B | -21.77% | +1.39% | -26.62% | |
| ABT - ABBOTT LABS | Add 20% ($301.7M) | 4.24% | $1.8B | +31.05% | +3.22% | +28.24% | |
| ABNB - AIRBNB INC | Add 2% ($27.7M) | 4.09% | $1.8B | -17.70% | -22.73% | -8.73% | |
| ACN - ACCENTURE PLC IRELAND | Reduce 4% $(59.5M) | 3.70% | $1.6B | -20.60% | +2.33% | +6.38% | |
| ADBE - ADOBE INC | Reduce 32% $(665.5M) | 3.30% | $1.4B | -29.86% | +9.19% | -18.57% | |
| ADSK - AUTODESK INC | Reduce 4% $(47.7M) | 2.97% | $1.3B | +32.25% | +9.00% | +33.40% | |
| ZTS - ZOETIS INC | Add 41% ($344.1M) | 2.74% | $1.2B | -11.76% | +8.75% | -3.36% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 2% $(20.4M) | 2.73% | $1.2B | -49.87% | +10.87% | -24.85% | |
| WDAY - WORKDAY INC | Reduce 2% $(23.5M) | 2.32% | $1.0B | -9.79% | -14.46% | +8.29% | |
| NVO - NOVO-NORDISK A S | Reduce 2% $(24.4M) | 2.30% | $997.5M | -60.58% | -1.20% | -47.72% | |
| NKE - NIKE INC | Add 60% ($335.3M) | 2.05% | $890.1M | -16.65% | -17.90% | -30.15% | |
| IT - GARTNER INC | Reduce 3% $(27.6M) | 1.92% | $833.6M | -48.02% | +7.96% | +1.45% | |
| LLY - ELI LILLY & CO | Reduce 2% $(7.8M) | 1.05% | $455.0M | -17.35% | +16.03% | -0.40% | |
| ALGN - ALIGN TECHNOLOGY INC | Reduce 4% $(17.1M) | 0.92% | $398.8M | -48.81% | -21.84% | -30.83% | |
| ICLR - ICON PLC | New Purchase | 0.85% | $368.9M | -49.82% | -1.27% | -55.59% | |
| GOOGL - ALPHABET INC | 0.74% | $322.3M | +23.36% | -1.09% | -3.07% | ||
| PAYC - PAYCOM SOFTWARE INC | New Purchase | 0.70% | $302.6M | +33.17% | -11.58% | +49.48% | |
| AON - AON PLC | Add 1% ($3.6M) | 0.64% | $277.0M | +27.19% | +13.27% | +22.48% | |
| SAP - SAP SE | Add 3% ($6.2M) | 0.57% | $248.6M | +55.41% | +8.87% | +55.14% | |
| ADP - AUTOMATIC DATA PROCESSING IN | 0.29% | $125.5M | +26.85% | +5.30% | +27.69% | ||
| GLOB - GLOBANT S A | New Purchase | 0.23% | $100.7M | -56.88% | +6.92% | -20.09% | |
| MDT - MEDTRONIC PLC | Add 8% ($7.2M) | 0.21% | $92.9M | +16.51% | -1.43% | +6.75% | |
| MSCI - MSCI INC | Add 1% ($489.3K) | 0.18% | $76.3M | +13.67% | +9.40% | +17.93% | |
| SHOP - SHOPIFY INC | Add 7% ($3.9M) | 0.15% | $64.1M | +153.28% | +15.64% | +76.64% | |
| MELI - MERCADOLIBRE INC | Reduce 23% $(15.0M) | 0.12% | $50.3M | +37.64% | +11.22% | +46.47% | |
| ASML - ASML HOLDING N V | Add 7% ($3.2M) | 0.11% | $49.6M | -21.34% | -7.92% | -18.48% | |
| HDB - HDFC BANK LTD | New Purchase | 0.09% | $39.8M | +34.74% | +9.05% | +30.54% | |
| TME - TENCENT MUSIC ENTMT GROUP | Add 3% ($743.2K) | 0.07% | $29.8M | +63.99% | -3.87% | +6.19% | |
| IWF - ISHARES TR | Reduce 82% $(114.5M) | 0.06% | $25.5M | +32.87% | +2.82% | +16.31% | |
| UL - UNILEVER PLC | Add 7% ($1.7M) | 0.06% | $25.1M | +17.40% | +12.93% | +17.15% | |
| N/A - FORUM ENERGY TECHNOLOGIES IN | New Purchase | 0.05% | $23.6M | ||||
| BIL - SPDR SER TR | Reduce 59% $(32.7M) | 0.05% | $22.9M | +5.85% | +1.32% | +4.75% | |
| DLO - DLOCAL LTD | Add 6% ($1.1M) | 0.04% | $18.8M | -14.31% | -43.92% | -28.49% | |
| PGNY - PROGYNY INC | Add 11% ($1.4M) | 0.03% | $14.4M | -17.63% | -24.22% | -20.69% | |
| ALIT - ALIGHT INC | Reduce 16% $(2.4M) | 0.03% | $12.7M | -49.74% | -11.27% | -24.18% | |
| YUMC - YUM CHINA HLDGS INC | New Purchase | 0.03% | $12.2M | +19.15% | -13.41% | +22.61% | |
| LVS - LAS VEGAS SANDS CORP | 0.03% | $12.0M | +14.36% | -18.21% | -8.33% | ||
| HLI - HOULIHAN LOKEY INC | Reduce 29% $(4.8M) | 0.03% | $11.5M | +41.04% | +8.17% | +32.34% | |
| RVLV - REVOLVE GROUP INC | New Purchase | 0.03% | $11.0M | -9.03% | +0.51% | -8.34% | |
| HLNE - HAMILTON LANE INC | Reduce 4% $(392.9K) | 0.02% | $10.4M | +35.57% | +17.71% | +51.13% | |
| EXLS - EXLSERVICE HOLDINGS INC | New Purchase | 0.02% | $9.9M | +36.88% | +11.09% | +51.96% | |
| EPAM - EPAM SYS INC | New Purchase | 0.02% | $9.9M | -14.59% | +2.17% | +0.86% | |
| FND - FLOOR & DECOR HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| GSHD - GOOSEHEAD INS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ILMN - ILLUMINA INC | Reduce 100% | 0.00% | $0.00 | ||||
| ACWI - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SGOV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| MKTX - MARKETAXESS HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| PYPL - PAYPAL HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| HELE - HELEN OF TROY LTD | Reduce 100% | 0.00% | $0.00 | ||||
| KARO - KAROOOOO LTD | Reduce 100% | 0.00% | $0.00 | ||||