Polen Capital Management LLC
CIK 0001034524 · As of Q4 2020 · filed Feb 11, 2021
| MSFT MICROSOFT CORP | 7.8% | Added +3.0% | 15,158,274 | $3.37B |
| META META PLATFORMS INC-CLASS A | 7.8% | Added +3.0% | 12,320,489 | $3.37B |
| GOOG ALPHABET INC-CL C | 7.0% | Added +1.9% | 1,717,539 | $3.01B |
| ADBE ADOBE INC | 6.9% | Added +3.1% | 5,900,921 | $2.95B |
| ABT ABBOTT LABORATORIES | 5.2% | Added +5.6% | 20,492,206 | $2.24B |
| V VISA INC-CLASS A SHARES | 4.9% | Added +3.1% | 9,608,745 | $2.10B |
| MA MASTERCARD INC - A | 4.8% | Added +3.3% | 5,780,117 | $2.06B |
| ACN ACCENTURE PLC-CL A | 4.7% | Added +2.4% | 7,784,316 | $2.03B |
| ADSK AUTODESK INC | 4.5% | Added +1.4% | 6,402,047 | $1.95B |
| ZTS ZOETIS INC | 4.4% | Added +2.9% | 11,342,900 | $1.88B |
| PYPL PAYPAL HOLDINGS INC | 4.3% | Added +1.4% | 7,957,698 | $1.86B |
| NOW SERVICENOW INC | 4.2% | Added +2.0% | 3,254,730 | $1.79B |
| CRM SALESFORCE INC | 3.6% | Added +4.2% | 7,042,522 | $1.57B |
| SBUX STARBUCKS CORP | 3.4% | Added +4.9% | 13,802,906 | $1.48B |
| ALGN ALIGN TECHNOLOGY INC | 3.2% | Added +0.1% | 2,599,314 | $1.39B |
| DG DOLLAR GENERAL CORP | 2.8% | Added +2.6% | 5,796,091 | $1.22B |
| UNH UNITEDHEALTH GROUP INC | 2.8% | Added +1.6% | 3,473,709 | $1.22B |
| NKE NIKE INC -CL B | 2.4% | Added +2.1% | 7,298,700 | $1.03B |
| IT GARTNER INC | 2.4% | Added +1.3% | 6,319,907 | $1.01B |
| REGN REGENERON PHARMACEUTICALS | 2.2% | Added +3.4% | 2,002,804 | $967.6M |
| ILMN ILLUMINA INC | 2.0% | Added +313.7% | 2,328,278 | $861.5M |
| ISRG INTUITIVE SURGICAL INC | 1.9% | Added +2.5% | 1,009,582 | $825.9M |
| MSCI MSCI INC | 1.9% | Added +1.0% | 1,821,485 | $813.3M |
| GOOGL ALPHABET INC-CL A | 1.9% | Added +2.1% | 462,002 | $809.7M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 0.7% | Added +26.5% | 1,215,380 | $282.9M |
| ICLR ICON PLC | 0.3% | Added +14.5% | 623,697 | $121.6M |
| NEW ORIENTAL ED & TECHNOLOGY | 0.2% | Added +14.1% | 526,979 | $97.9M |
| MDT MEDTRONIC PLC | 0.2% | Added +15.2% | 815,961 | $95.6M |
| SAP SAP SE-SPONSORED ADR | 0.2% | Added +22.1% | 655,840 | $85.5M |
| AON AON PLC-CLASS A | 0.2% | Added +15.1% | 377,305 | $79.7M |
| ADP AUTOMATIC DATA PROCESSING | 0.2% | Reduced −6.1% | 389,776 | $68.7M |
| CHKP CHECK POINT SOFTWARE TECH | 0.1% | Added +14.7% | 338,437 | $45.0M |
| EL ESTEE LAUDER COMPANIES-CL A | 0.1% | Reduced −3.6% | 162,612 | $43.3M |
| UNILEVER PLC | 0.1% | Added +21.3% | 677,517 | $40.9M |
| IWF ISHARES RUSSELL 1000 GROWTH | 0.0% | Added +156.0% | 63,295 | $15.3M |
| ETSY ETSY INC | 0.0% | Added +7.1% | 74,205 | $13.2M |
| GLOB GLOBANT SA | 0.0% | Added +24.6% | 60,525 | $13.2M |
| ALRM ALARM.COM HOLDINGS INC | 0.0% | Added +23.4% | 114,284 | $11.8M |
| APPF APPFOLIO INC - A | 0.0% | Added +23.6% | 63,271 | $11.4M |
| BL BLACKLINE INC | 0.0% | Added +29.4% | 83,910 | $11.2M |
| FOXF FOX FACTORY HOLDING CORP | 0.0% | Added +24.0% | 98,363 | $10.4M |
| WING WINGSTOP INC | 0.0% | Added +50.3% | 76,580 | $10.2M |
| GSHD GOOSEHEAD INSURANCE INC -A | 0.0% | Added +23.8% | 77,433 | $9.7M |
| EXPO EXPONENT INC | 0.0% | Added +24.6% | 106,191 | $9.6M |
| WDFC WD-40 CO | 0.0% | Added +23.8% | 35,635 | $9.5M |
| MEDP MEDPACE HOLDINGS INC | 0.0% | Added +101.4% | 67,656 | $9.4M |
| FND FLOOR & DECOR HOLDINGS INC-A | 0.0% | Added +29.3% | 95,497 | $8.9M |
| TREX TREX COMPANY INC | 0.0% | Added +22.7% | 104,405 | $8.7M |
| RVLV REVOLVE GROUP INC | 0.0% | Added +29.3% | 270,747 | $8.4M |
| EEFT EURONET WORLDWIDE INC | 0.0% | Added +20.6% | 51,179 | $7.4M |
| HELE HELEN OF TROY LTD | 0.0% | Added +23.4% | 32,989 | $7.3M |
| YETI YETI HOLDINGS INC | 0.0% | Added +29.4% | 105,483 | $7.2M |
| HLI HOULIHAN LOKEY INC | 0.0% | Added +32.2% | 104,335 | $7.0M |
| DAVA ENDAVA PLC- SPON ADR | 0.0% | New | 86,376 | $6.6M |
| QLYS QUALYS INC | 0.0% | Added +29.2% | 53,607 | $6.5M |
| SLP SIMULATIONS PLUS INC | 0.0% | New | 89,429 | $6.4M |
| PCTY PAYLOCITY HOLDING CORP | 0.0% | Added +29.1% | 28,529 | $5.9M |
| ENVUSD ENVESTNET INC | 0.0% | Added +21.7% | 67,983 | $5.6M |
| AMN AMN HEALTHCARE SERVICES INC | 0.0% | Added +29.2% | 78,615 | $5.4M |
| ALTR* ALTAIR ENGINEERING INC - A | 0.0% | Added +29.2% | 82,459 | $4.8M |
| TREE LENDINGTREE INC | 0.0% | Added +20.9% | 16,965 | $4.6M |
| MBUU MALIBU BOATS INC - A | 0.0% | Added +30.6% | 72,325 | $4.5M |
| ACWX ISHARES MSCI ACWI EX US ETF | 0.0% | New | 67,261 | $3.6M |
| DT DYNATRACE INC | 0.0% | New | 69,407 | $3.0M |
| GNRC GENERAC HOLDINGS INC | 0.0% | New | 11,756 | $2.7M |
| AZPNUSD ASPEN TECHNOLOGY INC | 0.0% | New | 16,819 | $2.2M |
| CPRT COPART INC | 0.0% | New | 16,458 | $2.1M |
| CDW CDW CORP/DE | 0.0% | New | 14,518 | $1.9M |
| HEI HEICO CORP | 0.0% | New | 13,117 | $1.7M |
| ACWI ISHARES MSCI ACWI ETF | 0.0% | New | 11,658 | $1.1M |
| ORCL ORACLE CORP | 0.0% | Reduced −98.1% | 11,968 | $774K |
| TME TENCENT MUSIC ENTERTAINM-ADR | 0.0% | New | 17,834 | $343K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| RELX RELX PLC - SPON ADR | 750,119 | $16.8M |
| POOL POOL CORP | 14,250 | $4.8M |
| MASI* MASIMO CORP | 18,414 | $4.3M |
| BLKB BLACKBAUD INC | 52,431 | $2.9M |
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.