POLEN CAPITAL MANAGEMENT LLC Q1 2021 Filing
Filed May 12, 2021
Portfolio Value
$44.5B
Holdings
71
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (71 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAFACEBOOK INC | 12,497,902 | $3.7T | 8273.86% | |
| 2 | MSFTMICROSOFT CORP | 15,382,318 | $3.6T | 8151.77% | |
| 3 | GOOGALPHABET INC | 1,551,385 | $3.2T | 7213.47% | |
| 4 | ADBEADOBE SYSTEMS INCORPORATED | 6,056,335 | $2.9T | 6471.18% | |
| 5 | ABTABBOTT LABS | 20,712,324 | $2.5T | 5579.20% | |
| 6 | ACNACCENTURE PLC IRELAND | 7,934,854 | $2.2T | 4927.00% | |
| 7 | MAMASTERCARD INCORPORATED | 5,856,129 | $2.1T | 4686.66% | |
| 8 | VVISA INC | 9,826,837 | $2.1T | 4676.68% | |
| 9 | AMZNAMAZON COM INC | 645,536 | $2.0T | 4489.45% | |
| 10 | CRMSALESFORCE COM INC | 9,228,555 | $2.0T | 4394.86% | |
| 11 | ZTSZOETIS INC | 11,587,601 | $1.8T | 4101.67% | |
| 12 | NOWSERVICENOW INC | 3,354,536 | $1.7T | 3770.85% | |
| 13 | ADSKAUTODESK INC | 5,717,326 | $1.6T | 3561.63% | |
| 14 | PYPLPAYPAL HLDGS INC | 6,434,326 | $1.6T | 3512.08% | |
| 15 | SBUXSTARBUCKS CORP | 14,048,204 | $1.5T | 3450.35% | |
| 16 | UNHUNITEDHEALTH GROUP INC | 3,569,650 | $1.3T | 2985.33% | |
| 17 | NFLXNETFLIX INC | 2,346,817 | $1.2T | 2751.75% | |
| 18 | ITGARTNER INC | 6,322,108 | $1.2T | 2594.09% | |
| 19 | NKENIKE INC | 7,477,597 | $993.7B | 2233.55% | |
| 20 | GOOGLALPHABET INC | 477,409 | $984.7B | 2213.25% | |
| 21 | ILMNILLUMINA INC | 2,377,029 | $912.9B | 2051.99% | |
| 22 | AFWALIGN TECHNOLOGY INC | 1,564,625 | $847.3B | 1904.47% | |
| 23 | ISRGINTUITIVE SURGICAL INC | 1,036,837 | $766.2B | 1722.11% | |
| 24 | MSCIMSCI INC | 1,367,415 | $573.3B | 1288.68% | |
| 25 | BABAALIBABA GROUP HLDG LTD | 1,363,684 | $309.2B | 694.97% | |
| 26 | ICLRICON PLC | 767,550 | $150.7B | 338.78% | |
| 27 | AONAON PLC | 526,184 | $121.1B | 272.15% | |
| 28 | MDTMEDTRONIC PLC | 887,449 | $104.8B | 235.64% | |
| 29 | EDUNEW ORIENTAL ED & TECHNOLOGY | 7,189,265 | $100.7B | 226.23% | |
| 30 | SAPSAP SE | 674,210 | $82.8B | 186.08% | |
| 31 | ELLAUDER ESTEE COS INC | 162,841 | $47.4B | 106.46% | |
| 32 | ADPAUTOMATIC DATA PROCESSING IN | 241,129 | $45.4B | 102.15% | |
| 33 | IWFISHARES TR | 176,917 | $43.0B | 96.65% | |
| 34 | ULUNILEVER PLC | 511,928 | $28.6B | 64.24% | |
| 35 | ETSYETSY INC | 82,144 | $16.6B | 37.24% | |
| 36 | FOXFFOX FACTORY HLDG CORP | 119,659 | $15.2B | 34.17% | |
| 37 | RVLVREVOLVE GROUP INC | 336,599 | $15.1B | 33.99% | |
| 38 | GLOBGLOBANT S A | 72,353 | $15.0B | 33.76% | |
| 39 | WINGWINGSTOP INC | 108,391 | $13.8B | 30.98% | |
| 40 | MEDPMEDPACE HLDGS INC | 81,948 | $13.4B | 30.22% | |
| 41 | GSHDGOOSEHEAD INS INC | 125,010 | $13.4B | 30.12% | |
| 42 | EXPOEXPONENT INC | 129,515 | $12.6B | 28.37% | |
| 43 | ALRMALARM COM HLDGS INC | 138,601 | $12.0B | 26.91% | |
| 44 | DAVAENDAVA PLC | 134,349 | $11.4B | 25.57% | |
| 45 | BLBLACKLINE INC | 104,517 | $11.3B | 25.47% | |
| 46 | —DUCK CREEK TECHNOLOGIES INC | 249,436 | $11.3B | 25.31% | |
| 47 | APPFAPPFOLIO INC | 76,817 | $10.9B | 24.42% | |
| 48 | PGNYPROGYNY INC | 221,805 | $9.9B | 22.19% | |
| 49 | YETIYETI HLDGS INC | 131,131 | $9.5B | 21.28% | |
| 50 | EEFTEURONET WORLDWIDE INC | 61,161 | $8.5B | 19.01% | |
| 51 | HELEHELEN OF TROY LTD | 39,962 | $8.4B | 18.92% | |
| 52 | HLIHOULIHAN LOKEY INC | 126,281 | $8.4B | 18.88% | |
| 53 | SLPSIMULATIONS PLUS INC | 130,758 | $8.3B | 18.59% | |
| 54 | HCQAMN HEALTHCARE SVCS INC | 97,802 | $7.2B | 16.20% | |
| 55 | MBUUMALIBU BOATS INC | 89,901 | $7.2B | 16.10% | |
| 56 | QLYSQUALYS INC | 66,665 | $7.0B | 15.70% | |
| 57 | ALTREURALTAIR ENGR INC | 102,529 | $6.4B | 14.42% | |
| 58 | PCTYPAYLOCITY HLDG CORP | 35,471 | $6.4B | 14.34% | |
| 59 | TREXTREX CO INC | 68,209 | $6.2B | 14.03% | |
| 60 | ENVUSDENVESTNET INC | 81,606 | $5.9B | 13.25% | |
| 61 | GNRCGENERAC HLDGS INC | 12,979 | $4.3B | 9.55% | |
| 62 | FNDFLOOR & DECOR HLDGS INC | 40,703 | $3.9B | 8.73% | |
| 63 | DTDYNATRACE INC | 76,473 | $3.7B | 8.29% | |
| 64 | AZPNUSDASPEN TECHNOLOGY INC | 24,513 | $3.5B | 7.95% | |
| 65 | CDWCDW CORP | 15,967 | $2.6B | 5.95% | |
| 66 | NBISYANDEX N V | 31,308 | $2.0B | 4.51% | |
| 67 | CPRTCOPART INC | 18,212 | $2.0B | 4.45% | |
| 68 | CHKPCHECK POINT SOFTWARE TECH LT | 17,034 | $1.9B | 4.29% | |
| 69 | HEIHEICO CORP NEW | 14,413 | $1.8B | 4.08% | |
| 70 | TMETENCENT MUSIC ENTMT GROUP | 55,214 | $1.1B | 2.54% | |
| 71 | TPLCTIMOTHY PLAN | 12,662 | $417.0M | 0.94% |