Polen Capital Management LLC
CIK 0001034524 · As of Q1 2020 · filed May 11, 2020
| MSFT MICROSOFT CORP | 11.0% | Added +2.9% | 16,048,078 | $2.53B |
| META META PLATFORMS INC-CLASS A | 7.8% | Added +20.4% | 10,783,819 | $1.80B |
| GOOG ALPHABET INC-CL C | 7.4% | Added +4.5% | 1,472,308 | $1.71B |
| ADBE ADOBE INC | 7.1% | Added +3.6% | 5,134,597 | $1.63B |
| ABT ABBOTT LABORATORIES | 5.7% | Added +86.7% | 16,659,583 | $1.31B |
| V VISA INC-CLASS A SHARES | 5.7% | Reduced −19.8% | 8,145,906 | $1.31B |
| MA MASTERCARD INC - A | 5.2% | Added +4.5% | 4,934,230 | $1.19B |
| ZTS ZOETIS INC | 5.0% | Reduced −9.8% | 9,767,087 | $1.15B |
| ACN ACCENTURE PLC-CL A | 4.7% | Added +5.8% | 6,658,492 | $1.09B |
| NOW SERVICENOW INC | 3.9% | Added +61.1% | 3,125,270 | $895.6M |
| CRM SALESFORCE INC | 3.8% | Added +96.7% | 6,062,595 | $872.9M |
| REGN REGENERON PHARMACEUTICALS | 3.6% | Added +2.7% | 1,721,002 | $840.3M |
| DG DOLLAR GENERAL CORP | 3.3% | Reduced −20.3% | 5,112,345 | $772.0M |
| PYPL PAYPAL HOLDINGS INC | 3.3% | Added +2.9% | 7,911,640 | $757.5M |
| ADP AUTOMATIC DATA PROCESSING | 3.2% | Added +5.5% | 5,327,251 | $728.1M |
| NKE NIKE INC -CL B | 3.1% | Reduced −19.4% | 8,771,584 | $725.8M |
| MSCI MSCI INC | 2.7% | Added +2.5% | 2,166,322 | $626.0M |
| ADSK AUTODESK INC | 2.5% | New | 3,725,811 | $581.6M |
| IT GARTNER INC | 2.4% | Added +5.8% | 5,637,428 | $561.3M |
| ALGN ALIGN TECHNOLOGY INC | 2.3% | Added +7.5% | 3,039,006 | $528.6M |
| SBUX STARBUCKS CORP | 2.3% | Added +5.9% | 8,031,200 | $528.0M |
| GOOGL ALPHABET INC-CL A | 2.1% | Added +1.8% | 411,589 | $478.2M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 0.4% | Added +28.1% | 508,008 | $98.8M |
| IWF ISHARES RUSSELL 1000 GROWTH | 0.3% | Added +990.2% | 412,466 | $62.1M |
| ICLR ICON PLC | 0.2% | Added +21.9% | 317,219 | $43.1M |
| MDT MEDTRONIC PLC | 0.2% | Added +36.8% | 412,859 | $37.2M |
| SAP SAP SE-SPONSORED ADR | 0.2% | Added +19.6% | 331,675 | $36.6M |
| NEW ORIENTAL ED & TECH GRP I | 0.1% | New | 268,008 | $29.0M |
| RELX RELX PLC - SPON ADR | 0.1% | Added +24.0% | 908,876 | $19.4M |
| UNILEVER PLC | 0.1% | Reduced −0.6% | 374,649 | $18.9M |
| CHKP CHECK POINT SOFTWARE TECH | 0.1% | Added +21.5% | 172,300 | $17.3M |
| ORCL ORACLE CORP | 0.1% | Added +49.4% | 317,570 | $15.3M |
| GLOB GLOBANT SA | 0.0% | Added +60.3% | 41,022 | $3.6M |
| APPF APPFOLIO INC - A | 0.0% | Added +67.6% | 23,275 | $2.6M |
| TREX TREX COMPANY INC | 0.0% | Added +67.1% | 31,505 | $2.5M |
| EXPO EXPONENT INC | 0.0% | Added +67.0% | 32,603 | $2.3M |
| FOXF FOX FACTORY HOLDING CORP | 0.0% | Added +67.4% | 53,367 | $2.2M |
| POOL POOL CORP | 0.0% | Reduced −7.0% | 10,892 | $2.1M |
| WING WINGSTOP INC | 0.0% | Added +115.0% | 23,588 | $1.9M |
| MASI* MASIMO CORP | 0.0% | Added +37.8% | 10,534 | $1.9M |
| BLKB BLACKBAUD INC | 0.0% | Added +66.9% | 31,463 | $1.7M |
| EPAM EPAM SYSTEMS INC | 0.0% | Added +67.6% | 8,967 | $1.7M |
| LMAT LEMAITRE VASCULAR INC | 0.0% | Added +66.9% | 66,572 | $1.7M |
| AMN AMN HEALTHCARE SERVICES INC | 0.0% | Added +66.8% | 26,116 | $1.5M |
| RVLV REVOLVE GROUP INC | 0.0% | New | 168,735 | $1.5M |
| FND FLOOR & DECOR HOLDINGS INC-A | 0.0% | Added +66.8% | 44,294 | $1.4M |
| ALRM ALARM.COM HOLDINGS INC | 0.0% | Added +67.3% | 34,418 | $1.3M |
| USPH U.S. PHYSICAL THERAPY INC | 0.0% | Added +86.9% | 19,358 | $1.3M |
| ENVUSD ENVESTNET INC | 0.0% | Added +84.8% | 22,315 | $1.2M |
| HELE HELEN OF TROY LTD | 0.0% | New | 8,280 | $1.2M |
| EEFT EURONET WORLDWIDE INC | 0.0% | Added +67.7% | 12,760 | $1.1M |
| OLLI OLLIE'S BARGAIN OUTLET HOLDI | 0.0% | Added +67.7% | 22,819 | $1.1M |
| ALTR* ALTAIR ENGINEERING INC - A | 0.0% | Added +67.3% | 38,228 | $1.0M |
| ORLY O'REILLY AUTOMOTIVE INC | 0.0% | Reduced −99.9% | 3,311 | $997K |
| TXRH TEXAS ROADHOUSE INC | 0.0% | Added +67.5% | 24,011 | $992K |
| ETSY ETSY INC | 0.0% | New | 25,454 | $978K |
| YETI YETI HOLDINGS INC | 0.0% | New | 48,846 | $953K |
| TREE LENDINGTREE INC | 0.0% | Added +68.1% | 5,152 | $945K |
| PCTY PAYLOCITY HOLDING CORP | 0.0% | New | 9,641 | $851K |
| LFUS LITTELFUSE INC | 0.0% | Added +10.4% | 5,963 | $796K |
| FIVE FIVE BELOW | 0.0% | Added +68.7% | 9,813 | $691K |
| BKNG BOOKING HOLDINGS INC | 0.0% | Reduced −99.8% | 456 | $613K |
| ACWX ISHARES MSCI ACWI EX US ETF | 0.0% | Reduced −74.4% | 11,804 | $444K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| NVO NOVO-NORDISK A/S-SPONS ADR | 118,809 | $6.9M |
| LOPE GRAND CANYON EDUCATION INC | 10,579 | $1.0M |
| NEOG NEOGEN CORP | 13,968 | $912K |
| EXLS EXLSERVICE HOLDINGS INC | 12,633 | $877K |
| MED MEDIFAST INC | 5,636 | $618K |
| PAYC PAYCOM SOFTWARE INC | 1,712 | $453K |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.