POLEN CAPITAL MANAGEMENT LLC Q3 2020 Filing
Filed November 12, 2020
Portfolio Value
$37.4T
Holdings
65
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (65 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAFACEBOOK INC | 11,957,142 | $3.1T | 8.38% | |
| 2 | MSFTMICROSOFT CORP | 14,723,497 | $3.1T | 8.28% | |
| 3 | ADBEADOBE SYSTEMS INCORPORATED | 5,724,906 | $2.8T | 7.51% | |
| 4 | GOOGALPHABET INC | 1,685,973 | $2.5T | 6.63% | |
| 5 | ABTABBOTT LABS | 19,404,698 | $2.1T | 5.65% | |
| 6 | MAMASTERCARD INCORPORATED | 5,594,314 | $1.9T | 5.06% | |
| 7 | VVISA INC | 9,322,902 | $1.9T | 4.99% | |
| 8 | ZTSZOETIS INC | 11,024,646 | $1.8T | 4.88% | |
| 9 | ACNACCENTURE PLC IRELAND | 7,601,083 | $1.7T | 4.59% | |
| 10 | CRMSALESFORCE COM INC | 6,757,081 | $1.7T | 4.54% | |
| 11 | NOWSERVICENOW INC | 3,191,209 | $1.5T | 4.14% | |
| 12 | PYPLPAYPAL HLDGS INC | 7,844,084 | $1.5T | 4.13% | |
| 13 | ADSKAUTODESK INC | 6,315,238 | $1.5T | 3.90% | |
| 14 | DGDOLLAR GEN CORP NEW | 5,651,553 | $1.2T | 3.17% | |
| 15 | SBUXSTARBUCKS CORP | 13,160,538 | $1.1T | 3.02% | |
| 16 | REGNREGENERON PHARMACEUTICALS | 1,937,657 | $1.1T | 2.90% | |
| 17 | UNHUNITEDHEALTH GROUP INC | 3,419,053 | $1.1T | 2.85% | |
| 18 | NKENIKE INC | 7,151,504 | $897.8B | 2.40% | |
| 19 | AFWALIGN TECHNOLOGY INC | 2,597,811 | $850.4B | 2.27% | |
| 20 | ITGARTNER INC | 6,241,116 | $779.8B | 2.09% | |
| 21 | ISRGINTUITIVE SURGICAL INC | 984,769 | $698.7B | 1.87% | |
| 22 | GOOGLALPHABET INC | 452,421 | $663.1B | 1.77% | |
| 23 | MSCIMSCI INC | 1,804,019 | $643.6B | 1.72% | |
| 24 | BABAALIBABA GROUP HLDG LTD | 960,828 | $282.5B | 0.76% | |
| 25 | ILMNILLUMINA INC | 562,775 | $173.9B | 0.47% | |
| 26 | ICLRICON PLC | 544,491 | $104.0B | 0.28% | |
| 27 | SAPSAP SE | 537,334 | $83.7B | 0.22% | |
| 28 | MDTMEDTRONIC PLC | 708,601 | $73.6B | 0.20% | |
| 29 | EDUNEW ORIENTAL ED & TECHNOLOGY | 461,798 | $69.0B | 0.18% | |
| 30 | AONAON PLC | 327,757 | $67.6B | 0.18% | |
| 31 | ADPAUTOMATIC DATA PROCESSING IN | 415,192 | $57.9B | 0.15% | |
| 32 | ELLAUDER ESTEE COS INC | 168,680 | $36.8B | 0.10% | |
| 33 | ORCLORACLE CORP | 614,183 | $36.7B | 0.10% | |
| 34 | CHKPCHECK POINT SOFTWARE TECH LT | 295,007 | $35.5B | 0.09% | |
| 35 | ULUNILEVER PLC | 558,576 | $34.5B | 0.09% | |
| 36 | RELXRELX PLC | 750,119 | $16.8B | 0.04% | |
| 37 | GLOBGLOBANT S A | 48,576 | $8.7B | 0.02% | |
| 38 | ETSYETSY INC | 69,267 | $8.4B | 0.02% | |
| 39 | APPFAPPFOLIO INC | 51,199 | $7.3B | 0.02% | |
| 40 | WINGWINGSTOP INC | 50,964 | $7.0B | 0.02% | |
| 41 | EXPOEXPONENT INC | 85,211 | $6.1B | 0.02% | |
| 42 | TREXTREX CO INC | 85,123 | $6.1B | 0.02% | |
| 43 | FOXFFOX FACTORY HLDG CORP | 79,307 | $5.9B | 0.02% | |
| 44 | BLBLACKLINE INC | 64,848 | $5.8B | 0.02% | |
| 45 | FNDFLOOR & DECOR HLDGS INC | 73,879 | $5.5B | 0.01% | |
| 46 | WDFCWD-40 CO | 28,782 | $5.4B | 0.01% | |
| 47 | GSHDGOOSEHEAD INS INC | 62,534 | $5.4B | 0.01% | |
| 48 | IWFISHARES TR | 24,725 | $5.4B | 0.01% | |
| 49 | HELEHELEN OF TROY LTD | 26,729 | $5.2B | 0.01% | |
| 50 | ALRMALARM COM HLDGS INC | 92,629 | $5.1B | 0.01% | |
| 51 | POOLPOOL CORP | 14,250 | $4.8B | 0.01% | |
| 52 | HLIHOULIHAN LOKEY INC | 78,945 | $4.7B | 0.01% | |
| 53 | 3M4MASIMO CORP | 18,414 | $4.3B | 0.01% | |
| 54 | ENVUSDENVESTNET INC | 55,872 | $4.3B | 0.01% | |
| 55 | T77LENDINGTREE INC NEW | 14,032 | $4.3B | 0.01% | |
| 56 | QLYSQUALYS INC | 41,478 | $4.1B | 0.01% | |
| 57 | EEFTEURONET WORLDWIDE INC | 42,432 | $3.9B | 0.01% | |
| 58 | MEDPMEDPACE HLDGS INC | 33,599 | $3.8B | 0.01% | |
| 59 | YETIYETI HLDGS INC | 81,533 | $3.7B | 0.01% | |
| 60 | PCTYPAYLOCITY HLDG CORP | 22,097 | $3.6B | 0.01% | |
| 61 | HCQAMN HEALTHCARE SVCS INC | 60,847 | $3.6B | 0.01% | |
| 62 | RVLVREVOLVE GROUP INC | 209,419 | $3.4B | 0.01% | |
| 63 | BLKBBLACKBAUD INC | 52,431 | $2.9B | 0.01% | |
| 64 | MBUUMALIBU BOATS INC | 55,360 | $2.7B | 0.01% | |
| 65 | ALTREURALTAIR ENGR INC | 63,809 | $2.7B | 0.01% |