POLEN CAPITAL MANAGEMENT LLC Q1 2024 Filing
Filed May 10, 2024
Portfolio Value
$43.3B
Holdings
104
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (104 positions)
| Stock | Value |
|---|---|
AMZNAMAZON COM INC | $6.2B |
MSFTMICROSOFT CORP | $4.1B |
GOOGALPHABET INC | $2.8B |
VVISA INC | $2.3B |
MAMASTERCARD INCORPORATED | $2.2B |
CRMSALESFORCE INC | $2.1B |
ABTABBOTT LABS | $1.8B |
ABNBAIRBNB INC | $1.8B |
ACNACCENTURE PLC IRELAND | $1.6B |
ADSKAUTODESK INC | $1.3B |
ZTSZOETIS INC | $1.2B |
UNHUNITEDHEALTH GROUP INC | $1.2B |
WDAYWORKDAY INC | $1.0B |
NVONOVO-NORDISK A S | $997.0M |
NKENIKE INC | $890.0M |
ITGARTNER INC | $833.0M |
AFWALIGN TECHNOLOGY INC | $398.0M |
ICLRICON PLC | $368.0M |
GOOGLALPHABET INC | $322.0M |
PAYCPAYCOM SOFTWARE INC | $302.0M |
AONAON PLC | $277.0M |
SAPSAP SE | $248.0M |
ADPAUTOMATIC DATA PROCESSING IN | $125.0M |
GLOBGLOBANT S A | $100.0M |
MDTMEDTRONIC PLC | $92.0M |
SHOPSHOPIFY INC | $64.0M |
HDBHDFC BANK LTD | $39.0M |
TMETENCENT MUSIC ENTMT GROUP | $29.0M |
ULUNILEVER PLC | $25.0M |
IWFISHARES TR | $25.0M |
FET 9 08/04/25FORUM ENERGY TECHNOLOGIES IN | $23.0M |
BILSPDR SER TR | $22.0M |
DLODLOCAL LTD | $18.0M |
PGNYPROGYNY INC | $14.0M |
YUMCYUM CHINA HLDGS INC | $12.0M |
ALITALIGHT INC | $12.0M |
RVLVREVOLVE GROUP INC | $11.0M |
LVSLAS VEGAS SANDS CORP | $11.0M |
HLIHOULIHAN LOKEY INC | $11.0M |
HLNEHAMILTON LANE INC | $10.0M |
ALRMALARM COM HLDGS INC | $9.0M |
CNMCORE & MAIN INC | $9.0M |
CWANCLEARWATER ANALYTICS HLDGS I | $9.0M |
EXLSEXLSERVICE HOLDINGS INC | $9.0M |
GNRCGENERAC HLDGS INC | $9.0M |
EPAMEPAM SYS INC | $9.0M |
GSHDGOOSEHEAD INS INC | $8.0M |
EEFTEURONET WORLDWIDE INC | $8.0M |
BLBLACKLINE INC | $7.0M |
APPFAPPFOLIO INC | $6.0M |
CCCCCC INTELLIGENT SOLUTIONS HL | $6.0M |
MEDPMEDPACE HLDGS INC | $6.0M |
WRBYWARBY PARKER INC | $6.0M |
YETIYETI HLDGS INC | $5.0M |
QLYSQUALYS INC | $5.0M |
SITMSITIME CORP | $5.0M |
RHRH | $5.0M |
FSVFIRSTSERVICE CORP NEW | $5.0M |
KBIAKB FINL GROUP INC | $4.0M |
FIVEFIVE BELOW INC | $4.0M |
WINGWINGSTOP INC | $4.0M |
FOXFFOX FACTORY HLDG CORP | $4.0M |
DOCSDOXIMITY INC | $4.0M |
SITESITEONE LANDSCAPE SUPPLY INC | $3.0M |
HCQAMN HEALTHCARE SVCS INC | $3.0M |
DTDYNATRACE INC | $3.0M |
PYPLPAYPAL HLDGS INC | $3.0M |
NFLXNETFLIX INC | $2.3M |
NOWSERVICENOW INC | $2.0M |
DAVAENDAVA PLC | $2.0M |
AZPN1USDASPEN TECHNOLOGY INC | $2.0M |
CALYTOPGOLF CALLAWAY BRANDS CORP | $2.0M |
VONGVANGUARD SCOTTSDALE FDS | $2.0M |
FNDFLOOR & DECOR HLDGS INC | $2.0M |
HELEHELEN OF TROY LTD | $2.0M |
LGIHLGI HOMES INC | $2.0M |
TECHBIO-TECHNE CORP | $2.0M |
XPELXPEL INC | $2.0M |
MORNMORNINGSTAR INC | $2.0M |
ETSYETSY INC | $2.0M |
TMOTHERMO FISHER SCIENTIFIC INC | $1.9M |
ADBEADOBE INC | $1.4M |
CPACOPA HOLDINGS SA | $1.0M |
MKTXMARKETAXESS HLDGS INC | $1.0M |
TYLTYLER TECHNOLOGIES INC | $1.0M |
TREXTREX CO INC | $1.0M |
IWMISHARES TR | $1.0M |
ACWIISHARES TR | $1.0M |
BWMNBOWMAN CONSULTING GROUP LTD | $1.0M |
CRLCHARLES RIV LABS INTL INC | $1.0M |
ACWXISHARES TR | $1.0M |
BMBLBUMBLE INC | $1.0M |
POOLPOOL CORP | $1.0M |
CATHGLOBAL X FDS | $998K |
SKILSKILLSOFT CORP | $703K |
FCXFREEPORT-MCMORAN INC | $489K |
LLYELI LILLY & CO | $454K |
NTESNETEASE INC | $413K |
SGOVISHARES TR | $349K |
KAROKAROOOOO LTD | $231K |
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