POLEN CAPITAL MANAGEMENT LLC Q2 2020 Filing
Filed August 13, 2020
Portfolio Value
$33.1B
Holdings
63
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (63 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 17,657,952 | $3.6T | 10861.01% | |
| 2 | METAFACEBOOK INC | 11,759,416 | $2.7T | 8070.30% | |
| 3 | ADBEADOBE INC | 5,572,036 | $2.4T | 7330.89% | |
| 4 | GOOGALPHABET INC | 1,626,458 | $2.3T | 6948.91% | |
| 5 | VVISA INC | 8,976,785 | $1.7T | 5240.89% | |
| 6 | ABTABBOTT LABS | 18,711,795 | $1.7T | 5170.69% | |
| 7 | MAMASTERCARD INCORPORATED | 5,485,637 | $1.6T | 4902.56% | |
| 8 | ACNACCENTURE PLC IRELAND | 7,286,282 | $1.6T | 4728.49% | |
| 9 | PYPLPAYPAL HLDGS INC | 8,651,965 | $1.5T | 4555.98% | |
| 10 | ZTSZOETIS INC | 10,780,182 | $1.5T | 4464.96% | |
| 11 | ADSKAUTODESK INC | 6,046,593 | $1.4T | 4371.17% | |
| 12 | NOWSERVICENOW INC | 3,425,610 | $1.4T | 4193.74% | |
| 13 | CRMSALESFORCE COM INC | 6,714,347 | $1.3T | 3801.50% | |
| 14 | REGNREGENERON PHARMACEUTICALS | 1,844,534 | $1.2T | 3476.73% | |
| 15 | DGDOLLAR GEN CORP NEW | 5,530,001 | $1.1T | 3184.10% | |
| 16 | SBUXSTARBUCKS CORP | 12,770,818 | $939.8B | 2840.42% | |
| 17 | ADPAUTOMATIC DATA PROCESSING IN | 6,091,655 | $907.0B | 2741.23% | |
| 18 | AFWALIGN TECHNOLOGY INC | 3,258,389 | $894.2B | 2702.68% | |
| 19 | MSCIMSCI INC | 2,391,159 | $798.2B | 2412.49% | |
| 20 | ITGARTNER INC | 6,113,024 | $741.7B | 2241.65% | |
| 21 | NKENIKE INC | 7,051,882 | $691.4B | 2089.76% | |
| 22 | GOOGLALPHABET INC | 442,862 | $628.0B | 1898.04% | |
| 23 | BABAALIBABA GROUP HLDG LTD | 725,715 | $156.5B | 473.11% | |
| 24 | ICLRICON PLC | 384,405 | $64.8B | 195.72% | |
| 25 | SAPSAP SE | 398,975 | $55.9B | 168.82% | |
| 26 | MDTMEDTRONIC PLC | 500,041 | $45.9B | 138.59% | |
| 27 | EDUNEW ORIENTAL ED & TECHNOLOGY | 325,485 | $42.4B | 128.11% | |
| 28 | ORCLORACLE CORP | 501,851 | $27.7B | 83.83% | |
| 29 | RELXRELX PLC | 1,000,703 | $23.6B | 71.26% | |
| 30 | ULUNILEVER PLC | 413,651 | $22.7B | 68.61% | |
| 31 | CHKPCHECK POINT SOFTWARE TECH LT | 208,277 | $22.4B | 67.62% | |
| 32 | IWFISHARES TR | 67,938 | $13.0B | 39.41% | |
| 33 | APPFAPPFOLIO INC | 42,905 | $7.0B | 21.10% | |
| 34 | GLOBGLOBANT S A | 41,537 | $6.2B | 18.81% | |
| 35 | ETSYETSY INC | 57,982 | $6.2B | 18.61% | |
| 36 | WINGWINGSTOP INC | 42,723 | $5.9B | 17.94% | |
| 37 | EXPOEXPONENT INC | 71,584 | $5.8B | 17.51% | |
| 38 | FOXFFOX FACTORY HLDG CORP | 66,545 | $5.5B | 16.61% | |
| 39 | ALRMALARM COM HLDGS INC | 74,306 | $4.8B | 14.56% | |
| 40 | TREXTREX CO INC | 35,563 | $4.6B | 13.98% | |
| 41 | WDFCWD-40 CO | 21,907 | $4.3B | 13.13% | |
| 42 | HELEHELEN OF TROY CORP LTD | 22,377 | $4.2B | 12.75% | |
| 43 | FNDFLOOR & DECOR HLDGS INC | 62,273 | $3.6B | 10.85% | |
| 44 | 3M4MASIMO CORP | 15,690 | $3.6B | 10.81% | |
| 45 | T77LENDINGTREE INC NEW | 11,830 | $3.4B | 10.35% | |
| 46 | EPAMEPAM SYS INC | 13,089 | $3.3B | 9.97% | |
| 47 | EEFTEURONET WORLDWIDE INC | 33,982 | $3.3B | 9.84% | |
| 48 | POOLPOOL CORPORATION | 11,971 | $3.3B | 9.84% | |
| 49 | ENVUSDENVESTNET INC | 44,194 | $3.3B | 9.82% | |
| 50 | YETIYETI HLDGS INC | 68,680 | $2.9B | 8.87% | |
| 51 | BLBLACKLINE INC | 34,233 | $2.8B | 8.58% | |
| 52 | PCTYPAYLOCITY HLDG CORP | 18,605 | $2.7B | 8.20% | |
| 53 | TXRHTEXAS ROADHOUSE INC | 50,300 | $2.6B | 7.99% | |
| 54 | MEDPMEDPACE HLDGS INC | 28,374 | $2.6B | 7.98% | |
| 55 | RVLVREVOLVE GROUP INC | 176,483 | $2.6B | 7.93% | |
| 56 | BLKBBLACKBAUD INC | 44,211 | $2.5B | 7.63% | |
| 57 | HLIHOULIHAN LOKEY INC | 44,701 | $2.5B | 7.52% | |
| 58 | LMATLEMAITRE VASCULAR INC | 93,546 | $2.5B | 7.47% | |
| 59 | FIVEFIVE BELOW INC | 22,763 | $2.4B | 7.36% | |
| 60 | HCQAMN HEALTHCARE SVCS INC | 51,253 | $2.3B | 7.01% | |
| 61 | QLYSQUALYS INC | 20,945 | $2.2B | 6.59% | |
| 62 | ALTREURALTAIR ENGR INC | 53,745 | $2.1B | 6.46% | |
| 63 | ACWXISHARES TR | 5,231 | $226.0M | 0.68% |