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POLEN CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from POLEN CAPITAL MANAGEMENT LLC
Filed: 2024-08-12 (Q2 2024) | Holdings: 110 | Value: $39.9B | 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 | Reduce 14% $(925.2M) | 14.36% | $5.7B | +32.70% | +27.58% | ||
| MSFT - MICROSOFT CORP | Reduce 7% $(303.8M) | 10.08% | $4.0B | +28.43% | +4.00% | ||
| GOOG - ALPHABET INC | Reduce 8% $(255.9M) | 7.68% | $3.1B | +22.93% | +9.41% | ||
| V - VISA INC | Reduce 5% $(103.6M) | 5.27% | $2.1B | +30.15% | +19.20% | ||
| NOW - SERVICENOW INC | Reduce 7% $(141.7M) | 4.90% | $2.0B | +7.45% | +28.76% | ||
| MA - MASTERCARD INCORPORATED | Reduce 5% $(101.3M) | 4.69% | $1.9B | +26.08% | +14.06% | ||
| CRM - SALESFORCE INC | Reduce 3% $(61.7M) | 4.33% | $1.7B | -4.38% | +35.28% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 5% $(86.8M) | 4.30% | $1.7B | -22.96% | -9.62% | ||
| ABT - ABBOTT LABS | Reduce 5% $(86.8M) | 3.99% | $1.6B | +26.96% | +7.87% | ||
| ABNB - AIRBNB INC | Reduce 5% $(84.3M) | 3.87% | $1.5B | +5.80% | +16.06% | ||
| ADBE - ADOBE INC | Reduce 6% $(95.0M) | 3.71% | $1.5B | -35.76% | +0.30% | ||
| NFLX - NETFLIX INC | Reduce 45% $(1.2B) | 3.59% | $1.4B | +89.75% | +30.05% | ||
| ACN - ACCENTURE PLC IRELAND | Reduce 6% $(89.6M) | 3.30% | $1.3B | -22.94% | +17.59% | ||
| ZTS - ZOETIS INC | Add 1% ($7.1M) | 3.06% | $1.2B | -19.22% | -3.88% | ||
| UNH - UNITEDHEALTH GROUP INC | Reduce 6% $(73.7M) | 2.87% | $1.1B | -55.15% | +6.67% | ||
| NVO - NOVO-NORDISK A S | Reduce 4% $(45.8M) | 2.67% | $1.1B | -60.61% | -18.52% | ||
| SHOP - SHOPIFY INC | Add 1672% ($917.5M) | 2.44% | $972.4M | +117.33% | +67.18% | ||
| MSCI - MSCI INC | Add 1113% ($729.6M) | 1.99% | $795.1M | +3.44% | +14.49% | ||
| WDAY - WORKDAY INC | Reduce 7% $(56.6M) | 1.92% | $766.6M | +5.50% | +31.36% | ||
| IT - GARTNER INC | Reduce 6% $(44.0M) | 1.86% | $741.3M | -51.51% | +16.85% | ||
| NKE - NIKE INC | Reduce 5% $(38.0M) | 1.70% | $675.9M | +0.71% | +2.14% | ||
| LLY - ELI LILLY & CO | Reduce 6% $(34.2M) | 1.24% | $495.3M | -29.54% | -9.07% | ||
| GOOGL - ALPHABET INC | Reduce 2% $(7.5M) | 0.96% | $381.5M | +23.86% | +9.61% | ||
| ICLR - ICON PLC | Reduce 1% $(4.1M) | 0.85% | $340.1M | -49.55% | -35.07% | ||
| PAYC - PAYCOM SOFTWARE INC | Add 47% ($102.4M) | 0.80% | $319.9M | +50.34% | +48.28% | ||
| SAP - SAP SE | Reduce 2% $(4.1M) | 0.63% | $253.1M | +41.05% | +10.33% | ||
| AON - AON PLC | Reduce 1% $(2.4M) | 0.61% | $241.3M | +11.97% | +17.53% | ||
| ADP - AUTOMATIC DATA PROCESSING IN | Reduce 2% $(2.4M) | 0.29% | $117.4M | +20.16% | +18.97% | ||
| IWF - ISHARES TR | Add 293% ($80.9M) | 0.27% | $108.6M | +28.20% | +14.18% | ||
| GLOB - GLOBANT S A | Reduce 4% $(3.8M) | 0.21% | $85.1M | -59.79% | +27.51% | ||
| MDT - MEDTRONIC PLC | Reduce 1% $(1.2M) | 0.21% | $82.6M | +17.87% | +8.91% | ||
| HDB - HDFC BANK LTD | Add 20% ($9.2M) | 0.14% | $54.9M | +26.91% | +4.07% | ||
| ASML - ASML HOLDING N V | 0.13% | $52.2M | -15.37% | -21.61% | |||
| MELI - MERCADOLIBRE INC | Reduce 7% $(3.7M) | 0.13% | $51.0M | +23.55% | +1.36% | ||
| UL - UNILEVER PLC | 0.07% | $27.5M | +3.60% | -4.24% | |||
| TME - TENCENT MUSIC ENTMT GROUP | Reduce 43% $(16.3M) | 0.05% | $21.1M | +97.19% | -6.07% | ||
| ACWI - ISHARES TR | New Purchase | 0.05% | $19.7M | +20.49% | +8.14% | ||
| HLI - HOULIHAN LOKEY INC | Reduce 8% $(1.0M) | 0.03% | $11.1M | +29.60% | +26.19% | ||
| CWAN - CLEARWATER ANALYTICS HLDGS I | New Purchase | 0.03% | $10.6M | -12.16% | +34.74% | ||
| ADSK - AUTODESK INC | Reduce 99% $(1.2B) | 0.03% | $10.4M | +20.07% | +29.34% | ||
| EXLS - EXLSERVICE HOLDINGS INC | Add 5% ($523.1K) | 0.03% | $10.3M | +22.50% | +33.99% | ||
| PGNY - PROGYNY INC | Reduce 8% $(848.3K) | 0.03% | $10.0M | +7.38% | -34.68% | ||
| HLNE - HAMILTON LANE INC | Reduce 15% $(1.7M) | 0.02% | $9.7M | +14.35% | +39.43% | ||
| CCCS - CCC INTELLIGENT SOLUTIONS HL | New Purchase | 0.02% | $9.5M | -6.48% | +14.15% | ||
| GNRC - GENERAC HLDGS INC | New Purchase | 0.02% | $9.4M | +36.49% | +32.87% | ||
| LVS - LAS VEGAS SANDS CORP | Reduce 15% $(1.6M) | 0.02% | $8.7M | +39.54% | +29.09% | ||
| BIL - SPDR SER TR | Reduce 63% $(14.5M) | 0.02% | $8.4M | +4.47% | +1.27% | ||
| RVLV - REVOLVE GROUP INC | Reduce 2% $(134.8K) | 0.02% | $8.1M | -10.56% | +51.82% | ||
| ALRM - ALARM COM HLDGS INC | New Purchase | 0.02% | $8.1M | -9.03% | +1.91% | ||
| CNM - CORE & MAIN INC | New Purchase | 0.02% | $7.8M | +29.47% | -14.21% | ||
| ALGN - ALIGN TECHNOLOGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| ALIT - ALIGHT INC | Reduce 100% | 0.00% | $0.00 | ||||
| EPAM - EPAM SYS INC | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - FORUM ENERGY TECHNOLOGIES IN | Reduce 100% | 0.00% | $0.00 | ||||
| YUMC - YUM CHINA HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| DLO - DLOCAL LTD | Reduce 100% | 0.00% | $0.00 | ||||