Polen Capital Management LLC
CIK 0001034524 · As of Q2 2020 · filed Aug 13, 2020
| MSFT MICROSOFT CORP | 10.9% | Added +10.0% | 17,657,952 | $3.59B |
| META META PLATFORMS INC-CLASS A | 8.1% | Added +9.0% | 11,759,416 | $2.67B |
| ADBE ADOBE INC | 7.3% | Added +8.5% | 5,572,036 | $2.43B |
| GOOG ALPHABET INC-CL C | 6.9% | Added +10.5% | 1,626,458 | $2.30B |
| V VISA INC-CLASS A SHARES | 5.2% | Added +10.2% | 8,976,785 | $1.73B |
| ABT ABBOTT LABORATORIES | 5.2% | Added +12.3% | 18,711,795 | $1.71B |
| MA MASTERCARD INC - A | 4.9% | Added +11.2% | 5,485,637 | $1.62B |
| ACN ACCENTURE PLC-CL A | 4.7% | Added +9.4% | 7,286,282 | $1.56B |
| PYPL PAYPAL HOLDINGS INC | 4.6% | Added +9.4% | 8,651,965 | $1.51B |
| ZTS ZOETIS INC | 4.5% | Added +10.4% | 10,780,182 | $1.48B |
| ADSK AUTODESK INC | 4.4% | Added +62.3% | 6,046,593 | $1.45B |
| NOW SERVICENOW INC | 4.2% | Added +9.6% | 3,425,610 | $1.39B |
| CRM SALESFORCE INC | 3.8% | Added +10.8% | 6,714,347 | $1.26B |
| REGN REGENERON PHARMACEUTICALS | 3.5% | Added +7.2% | 1,844,534 | $1.15B |
| DG DOLLAR GENERAL CORP | 3.2% | Added +8.2% | 5,530,001 | $1.05B |
| SBUX STARBUCKS CORP | 2.8% | Added +59.0% | 12,770,818 | $939.8M |
| ADP AUTOMATIC DATA PROCESSING | 2.7% | Added +14.3% | 6,091,655 | $907.0M |
| ALGN ALIGN TECHNOLOGY INC | 2.7% | Added +7.2% | 3,258,389 | $894.2M |
| MSCI MSCI INC | 2.4% | Added +10.4% | 2,391,159 | $798.2M |
| IT GARTNER INC | 2.2% | Added +8.4% | 6,113,024 | $741.7M |
| NKE NIKE INC -CL B | 2.1% | Reduced −19.6% | 7,051,882 | $691.4M |
| GOOGL ALPHABET INC-CL A | 1.9% | Added +7.6% | 442,862 | $628.0M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 0.5% | Added +42.9% | 725,715 | $156.5M |
| ICLR ICON PLC | 0.2% | Added +21.2% | 384,405 | $64.8M |
| SAP SAP SE-SPONSORED ADR | 0.2% | Added +20.3% | 398,975 | $55.9M |
| MDT MEDTRONIC PLC | 0.1% | Added +21.1% | 500,041 | $45.9M |
| NEW ORIENTAL ED & TECHNOLOGY | 0.1% | Added +21.4% | 325,485 | $42.4M |
| ORCL ORACLE CORP | 0.1% | Added +58.0% | 501,851 | $27.7M |
| RELX RELX PLC - SPON ADR | 0.1% | Added +10.1% | 1,000,703 | $23.6M |
| UNILEVER PLC | 0.1% | Added +10.4% | 413,651 | $22.7M |
| CHKP CHECK POINT SOFTWARE TECH | 0.1% | Added +20.9% | 208,277 | $22.4M |
| IWF ISHARES RUSSELL 1000 GROWTH | 0.0% | Reduced −83.5% | 67,938 | $13.0M |
| APPF APPFOLIO INC - A | 0.0% | Added +84.3% | 42,905 | $7.0M |
| GLOB GLOBANT SA | 0.0% | Added +1.3% | 41,537 | $6.2M |
| ETSY ETSY INC | 0.0% | Added +127.8% | 57,982 | $6.2M |
| WING WINGSTOP INC | 0.0% | Added +81.1% | 42,723 | $5.9M |
| EXPO EXPONENT INC | 0.0% | Added +119.6% | 71,584 | $5.8M |
| FOXF FOX FACTORY HOLDING CORP | 0.0% | Added +24.7% | 66,545 | $5.5M |
| ALRM ALARM.COM HOLDINGS INC | 0.0% | Added +115.9% | 74,306 | $4.8M |
| TREX TREX COMPANY INC | 0.0% | Added +12.9% | 35,563 | $4.6M |
| WDFC WD-40 CO | 0.0% | New | 21,907 | $4.3M |
| HELE HELEN OF TROY LTD | 0.0% | Added +170.3% | 22,377 | $4.2M |
| FND FLOOR & DECOR HOLDINGS INC-A | 0.0% | Added +40.6% | 62,273 | $3.6M |
| MASI* MASIMO CORP | 0.0% | Added +48.9% | 15,690 | $3.6M |
| TREE LENDINGTREE INC | 0.0% | Added +129.6% | 11,830 | $3.4M |
| EPAM EPAM SYSTEMS INC | 0.0% | Added +46.0% | 13,089 | $3.3M |
| EEFT EURONET WORLDWIDE INC | 0.0% | Added +166.3% | 33,982 | $3.3M |
| POOL POOL CORP | 0.0% | Added +9.9% | 11,971 | $3.3M |
| ENVUSD ENVESTNET INC | 0.0% | Added +98.0% | 44,194 | $3.3M |
| YETI YETI HOLDINGS INC | 0.0% | Added +40.6% | 68,680 | $2.9M |
| BL BLACKLINE INC | 0.0% | New | 34,233 | $2.8M |
| PCTY PAYLOCITY HOLDING CORP | 0.0% | Added +93.0% | 18,605 | $2.7M |
| TXRH TEXAS ROADHOUSE INC | 0.0% | Added +109.5% | 50,300 | $2.6M |
| MEDP MEDPACE HOLDINGS INC | 0.0% | New | 28,374 | $2.6M |
| RVLV REVOLVE GROUP INC | 0.0% | Added +4.6% | 176,483 | $2.6M |
| BLKB BLACKBAUD INC | 0.0% | Added +40.5% | 44,211 | $2.5M |
| HLI HOULIHAN LOKEY INC | 0.0% | New | 44,701 | $2.5M |
| LMAT LEMAITRE VASCULAR INC | 0.0% | Added +40.5% | 93,546 | $2.5M |
| FIVE FIVE BELOW | 0.0% | Added +132.0% | 22,763 | $2.4M |
| AMN AMN HEALTHCARE SERVICES INC | 0.0% | Added +96.3% | 51,253 | $2.3M |
| QLYS QUALYS INC | 0.0% | New | 20,945 | $2.2M |
| ALTR* ALTAIR ENGINEERING INC - A | 0.0% | Added +40.6% | 53,745 | $2.1M |
| ACWX ISHARES MSCI ACWI EX US ETF | 0.0% | Reduced −55.7% | 5,231 | $226K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| USPH U.S. PHYSICAL THERAPY INC | 19,358 | $1.3M |
| OLLI OLLIE'S BARGAIN OUTLET HOLDI | 22,819 | $1.1M |
| ORLY O'REILLY AUTOMOTIVE INC | 3,311 | $997K |
| LFUS LITTELFUSE INC | 5,963 | $796K |
| BKNG BOOKING HOLDINGS INC | 456 | $613K |
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.