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POLEN CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from POLEN CAPITAL MANAGEMENT LLC
Filed: 2025-02-10 (Q4 2024) | Holdings: 124 | Value: $37.0B | 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 24% $(1.4B) | 11.59% | $4.3B | -7.83% | -10.04% | ||
| MSFT - MICROSOFT CORP | Reduce 9% $(253.6M) | 7.30% | $2.7B | +29.33% | +9.89% | ||
| GOOG - ALPHABET INC | Reduce 14% $(332.3M) | 5.70% | $2.1B | +4.79% | -14.49% | ||
| V - VISA INC | Reduce 9% $(214.6M) | 5.62% | $2.1B | -2.96% | +2.17% | ||
| MA - MASTERCARD INCORPORATED | Reduce 9% $(179.5M) | 4.97% | $1.8B | +0.48% | +2.51% | ||
| SHOP - SHOPIFY INC | Reduce 10% $(200.8M) | 4.91% | $1.8B | +3.86% | -14.67% | ||
| ORCL - ORACLE CORP | Add 22% ($325.9M) | 4.83% | $1.8B | +44.77% | -11.17% | ||
| NOW - SERVICENOW INC | Reduce 26% $(624.6M) | 4.68% | $1.7B | -10.83% | +0.06% | ||
| AAPL - APPLE INC | Reduce 8% $(141.9M) | 4.17% | $1.5B | -10.96% | -7.51% | ||
| NFLX - NETFLIX INC | Reduce 9% $(160.4M) | 4.16% | $1.5B | +12.45% | +8.74% | ||
| ABT - ABBOTT LABS | Reduce 9% $(141.3M) | 3.88% | $1.4B | +0.52% | +1.07% | ||
| ADBE - ADOBE INC | Reduce 9% $(131.6M) | 3.62% | $1.3B | -24.56% | -11.82% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 12% $(179.8M) | 3.46% | $1.3B | -15.11% | -21.35% | ||
| ACN - ACCENTURE PLC IRELAND | Reduce 10% $(132.1M) | 3.35% | $1.2B | -35.19% | -15.93% | ||
| MSCI - MSCI INC | Reduce 9% $(117.6M) | 3.29% | $1.2B | -2.31% | -0.65% | ||
| ZTS - ZOETIS INC | Add 18% ($181.9M) | 3.29% | $1.2B | -14.07% | -5.09% | ||
| WDAY - WORKDAY INC | Reduce 11% $(132.9M) | 2.99% | $1.1B | -16.39% | -0.93% | ||
| ABNB - AIRBNB INC | Reduce 11% $(126.9M) | 2.92% | $1.1B | -3.67% | -0.52% | ||
| LLY - ELI LILLY & CO | Add 164% ($621.8M) | 2.70% | $1.0B | -11.32% | -12.71% | ||
| PAYC - PAYCOM SOFTWARE INC | Reduce 10% $(69.5M) | 1.76% | $650.1M | +10.40% | +27.58% | ||
| UNH - UNITEDHEALTH GROUP INC | Reduce 44% $(440.5M) | 1.54% | $569.4M | -52.55% | -28.90% | ||
| NVO - NOVO-NORDISK A S | Reduce 7% $(38.6M) | 1.49% | $551.0M | -42.78% | -17.91% | ||
| CSGP - COSTAR GROUP INC | New Purchase | 1.26% | $465.1M | +26.70% | -1.09% | ||
| IT - GARTNER INC | Reduce 39% $(274.5M) | 1.18% | $437.3M | -53.54% | -14.88% | ||
| AON - AON PLC | Reduce 8% $(22.3M) | 0.70% | $258.4M | -5.91% | -8.19% | ||
| SAP - SAP SE | Reduce 6% $(15.9M) | 0.67% | $246.2M | +0.93% | +3.20% | ||
| GOOGL - ALPHABET INC | Reduce 3% $(8.4M) | 0.63% | $232.9M | +5.46% | -14.26% | ||
| IWF - ISHARES TR | Add 210% ($137.1M) | 0.55% | $202.2M | +6.77% | -4.61% | ||
| ICLR - ICON PLC | Reduce 32% $(71.8M) | 0.40% | $149.2M | -12.64% | -26.20% | ||
| GLOB - GLOBANT S A | 0.37% | $136.1M | -62.95% | -35.61% | |||
| MDT - MEDTRONIC PLC | Reduce 24% $(19.2M) | 0.17% | $62.5M | +0.32% | -4.79% | ||
| MELI - MERCADOLIBRE INC | Reduce 6% $(4.1M) | 0.17% | $62.2M | +18.87% | +23.64% | ||
| ADP - AUTOMATIC DATA PROCESSING IN | Reduce 9% $(5.4M) | 0.14% | $52.6M | -1.63% | +1.13% | ||
| HDB - HDFC BANK LTD | Reduce 8% $(4.1M) | 0.13% | $49.5M | +26.10% | +20.55% | ||
| ASML - ASML HOLDING N V | Reduce 8% $(3.6M) | 0.12% | $43.1M | -6.95% | +1.01% | ||
| WTW - WILLIS TOWERS WATSON PLC LTD | New Purchase | 0.11% | $40.3M | +0.01% | -5.52% | ||
| ACWI - ISHARES TR | Add 249% ($26.6M) | 0.10% | $37.3M | +7.27% | +0.07% | ||
| SPOT - SPOTIFY TECHNOLOGY S A | New Purchase | 0.07% | $27.2M | +3.03% | -1.14% | ||
| NU - NU HLDGS LTD | New Purchase | 0.06% | $23.2M | -12.34% | -6.57% | ||
| ACWX - ISHARES TR | New Purchase | 0.05% | $19.8M | +12.86% | +6.91% | ||
| VUG - VANGUARD INDEX FDS | New Purchase | 0.04% | $16.0M | +7.12% | -3.89% | ||
| ONON - ON HLDG AG | Reduce 6% $(938.5K) | 0.04% | $15.2M | -14.95% | -7.45% | ||
| EXLS - EXLSERVICE HOLDINGS INC | Reduce 2% $(282.0K) | 0.04% | $14.2M | -16.98% | -8.42% | ||
| UL - UNILEVER PLC | Reduce 5% $(775.8K) | 0.04% | $13.8M | +4.36% | +5.75% | ||
| MNDY - MONDAY COM LTD | New Purchase | 0.03% | $12.5M | -23.46% | -14.52% | ||
| TME - TENCENT MUSIC ENTMT GROUP | Reduce 31% $(5.5M) | 0.03% | $12.0M | +78.50% | +18.70% | ||
| RVLV - REVOLVE GROUP INC | Reduce 24% $(3.3M) | 0.03% | $10.2M | -30.23% | -33.30% | ||
| GSHD - GOOSEHEAD INS INC | Reduce 20% $(2.3M) | 0.02% | $9.0M | -19.94% | -4.80% | ||
| CCCS - CCC INTELLIGENT SOLUTIONS HL | Reduce 4% $(397.5K) | 0.02% | $8.9M | -7.69% | -15.83% | ||
| HLNE - HAMILTON LANE INC | 0.02% | $8.2M | +0.44% | +10.37% | |||
| CWAN - CLEARWATER ANALYTICS HLDGS I | Reduce 100% | 0.00% | $0.00 | ||||
| GNRC - GENERAC HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| HLI - HOULIHAN LOKEY INC | Reduce 100% | 0.00% | $0.00 | ||||
| LVS - LAS VEGAS SANDS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| PDD - PDD HOLDINGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| CRM - SALESFORCE INC | Reduce 100% | 0.00% | $0.00 | ||||
| YUMC - YUM CHINA HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||