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POLEN CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from POLEN CAPITAL MANAGEMENT LLC
Filed: 2024-11-13 (Q3 2024) | Holdings: 118 | Value: $38.7B | 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 13% $(722.8M) | 12.38% | $4.8B | +3.98% | +6.78% | ||
| MSFT - MICROSOFT CORP | Reduce 22% $(849.0M) | 7.79% | $3.0B | +23.55% | -3.71% | ||
| GOOG - ALPHABET INC | Reduce 23% $(645.7M) | 5.53% | $2.1B | +12.82% | +4.08% | ||
| V - VISA INC | Reduce 9% $(203.4M) | 5.15% | $2.0B | +9.25% | +14.58% | ||
| NOW - SERVICENOW INC | Reduce 10% $(231.7M) | 5.13% | $2.0B | -16.82% | -5.95% | ||
| MA - MASTERCARD INCORPORATED | Reduce 10% $(200.8M) | 4.89% | $1.9B | +10.80% | +8.64% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 10% $(182.6M) | 4.48% | $1.7B | -14.44% | -1.42% | ||
| ADBE - ADOBE INC | Add 24% ($334.7M) | 4.43% | $1.7B | -35.72% | -13.27% | ||
| ABT - ABBOTT LABS | Reduce 9% $(156.0M) | 4.10% | $1.6B | +17.45% | +13.21% | ||
| AAPL - APPLE INC | New Purchase | 4.05% | $1.6B | +2.17% | +8.82% | ||
| SHOP - SHOPIFY INC | Add 29% ($340.2M) | 3.92% | $1.5B | +29.77% | +11.33% | ||
| ORCL - ORACLE CORP | New Purchase | 3.86% | $1.5B | +33.63% | -7.46% | ||
| ACN - ACCENTURE PLC IRELAND | Reduce 10% $(152.5M) | 3.56% | $1.4B | -34.67% | +4.92% | ||
| NFLX - NETFLIX INC | Reduce 10% $(150.0M) | 3.49% | $1.4B | +45.34% | +26.98% | ||
| MSCI - MSCI INC | Add 35% ($336.8M) | 3.35% | $1.3B | -9.34% | -5.33% | ||
| ZTS - ZOETIS INC | Reduce 10% $(132.7M) | 3.21% | $1.2B | -16.17% | -10.98% | ||
| WDAY - WORKDAY INC | Add 40% ($335.7M) | 3.03% | $1.2B | -19.13% | -6.02% | ||
| UNH - UNITEDHEALTH GROUP INC | Reduce 11% $(147.7M) | 3.01% | $1.2B | -57.79% | -12.92% | ||
| ABNB - AIRBNB INC | Reduce 10% $(125.7M) | 3.01% | $1.2B | -9.67% | +20.49% | ||
| NVO - NOVO-NORDISK A S | Reduce 8% $(70.6M) | 2.11% | $816.2M | -51.61% | -27.11% | ||
| IT - GARTNER INC | Reduce 11% $(91.9M) | 1.92% | $744.6M | -58.55% | -6.85% | ||
| PAYC - PAYCOM SOFTWARE INC | Add 57% ($212.3M) | 1.51% | $584.8M | +1.75% | -7.68% | ||
| LLY - ELI LILLY & CO | Reduce 10% $(50.6M) | 1.12% | $434.1M | -22.26% | +4.69% | ||
| ICLR - ICON PLC | Reduce 3% $(9.0M) | 0.78% | $302.8M | -22.33% | -8.72% | ||
| AON - AON PLC | Reduce 5% $(14.0M) | 0.70% | $270.4M | -3.97% | +1.00% | ||
| SAP - SAP SE | Reduce 15% $(43.6M) | 0.63% | $243.9M | +26.67% | +25.23% | ||
| GOOGL - ALPHABET INC | Reduce 39% $(136.0M) | 0.55% | $211.3M | +13.38% | +4.02% | ||
| GLOB - GLOBANT S A | Add 33% ($30.8M) | 0.32% | $125.4M | -68.31% | -4.74% | ||
| MDT - MEDTRONIC PLC | Reduce 3% $(2.4M) | 0.24% | $92.1M | +8.56% | +6.74% | ||
| MELI - MERCADOLIBRE INC | Add 26% ($16.4M) | 0.21% | $80.1M | +22.35% | +9.68% | ||
| IWF - ISHARES TR | Reduce 46% $(50.9M) | 0.16% | $60.9M | +12.26% | +4.61% | ||
| ASML - ASML HOLDING N V | Add 32% ($13.5M) | 0.14% | $56.1M | +3.03% | +6.69% | ||
| ADP - AUTOMATIC DATA PROCESSING IN | Reduce 60% $(81.3M) | 0.14% | $54.8M | +1.13% | +0.86% | ||
| HDB - HDFC BANK LTD | Reduce 2% $(900.2K) | 0.14% | $52.5M | +21.91% | -1.91% | ||
| TME - TENCENT MUSIC ENTMT GROUP | Add 2% ($423.3K) | 0.05% | $18.6M | +117.06% | +31.88% | ||
| UL - UNILEVER PLC | Reduce 49% $(15.8M) | 0.04% | $16.7M | +8.07% | -4.45% | ||
| ONON - ON HLDG AG | New Purchase | 0.04% | $14.8M | -13.39% | -1.31% | ||
| PDD - PDD HOLDINGS INC | New Purchase | 0.03% | $12.7M | +2.73% | +11.63% | ||
| EXLS - EXLSERVICE HOLDINGS INC | 0.03% | $12.4M | -8.58% | +10.33% | |||
| ACWI - ISHARES TR | Reduce 48% $(10.1M) | 0.03% | $10.9M | +11.33% | +3.57% | ||
| HLI - HOULIHAN LOKEY INC | Reduce 17% $(2.2M) | 0.03% | $10.8M | +2.73% | -3.70% | ||
| LVS - LAS VEGAS SANDS CORP | Add 3% ($330.2K) | 0.03% | $10.2M | +8.65% | -11.48% | ||
| RVLV - REVOLVE GROUP INC | Reduce 21% $(2.7M) | 0.03% | $10.0M | -41.67% | -7.63% | ||
| CRM - SALESFORCE INC | Reduce 99% $(1.8B) | 0.03% | $9.8M | -29.46% | -4.53% | ||
| YUMC - YUM CHINA HLDGS INC | New Purchase | 0.02% | $9.5M | -3.39% | +5.49% | ||
| GSHD - GOOSEHEAD INS INC | New Purchase | 0.02% | $9.5M | -25.02% | +0.36% | ||
| HLNE - HAMILTON LANE INC | Reduce 29% $(3.8M) | 0.02% | $9.4M | -19.23% | -18.98% | ||
| GNRC - GENERAC HLDGS INC | Reduce 18% $(2.1M) | 0.02% | $9.2M | +2.59% | -23.23% | ||
| CCCS - CCC INTELLIGENT SOLUTIONS HL | Reduce 7% $(640.9K) | 0.02% | $8.8M | -17.65% | -7.01% | ||
| CWAN - CLEARWATER ANALYTICS HLDGS I | Reduce 41% $(5.9M) | 0.02% | $8.6M | -34.29% | -10.33% | ||
| ALRM - ALARM COM HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ADSK - AUTODESK INC | Reduce 100% | 0.00% | $0.00 | ||||
| CNM - CORE & MAIN INC | Reduce 100% | 0.00% | $0.00 | ||||
| NKE - NIKE INC | Reduce 100% | 0.00% | $0.00 | ||||
| PGNY - PROGYNY INC | Reduce 100% | 0.00% | $0.00 | ||||
| BIL - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||