POLEN CAPITAL MANAGEMENT LLC Q4 2020 Filing
Filed February 11, 2021
Portfolio Value
$43.0T
Holdings
72
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (72 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 15,158,274 | $3.4T | 7.83% | |
| 2 | METAFACEBOOK INC | 12,320,489 | $3.4T | 7.82% | |
| 3 | GOOGALPHABET INC | 1,717,539 | $3.0T | 6.99% | |
| 4 | ADBEADOBE SYSTEMS INCORPORATED | 5,900,921 | $3.0T | 6.86% | |
| 5 | ABTABBOTT LABS | 20,492,206 | $2.2T | 5.21% | |
| 6 | VVISA INC | 9,608,745 | $2.1T | 4.88% | |
| 7 | MAMASTERCARD INCORPORATED | 5,780,117 | $2.1T | 4.79% | |
| 8 | ACNACCENTURE PLC IRELAND | 7,784,316 | $2.0T | 4.72% | |
| 9 | ADSKAUTODESK INC | 6,402,047 | $2.0T | 4.54% | |
| 10 | ZTSZOETIS INC | 11,342,900 | $1.9T | 4.36% | |
| 11 | PYPLPAYPAL HLDGS INC | 7,957,698 | $1.9T | 4.33% | |
| 12 | NOWSERVICENOW INC | 3,254,730 | $1.8T | 4.16% | |
| 13 | CRMSALESFORCE COM INC | 7,042,522 | $1.6T | 3.64% | |
| 14 | SBUXSTARBUCKS CORP | 13,802,906 | $1.5T | 3.43% | |
| 15 | AFWALIGN TECHNOLOGY INC | 2,599,314 | $1.4T | 3.23% | |
| 16 | DGDOLLAR GEN CORP NEW | 5,796,091 | $1.2T | 2.83% | |
| 17 | UNHUNITEDHEALTH GROUP INC | 3,473,709 | $1.2T | 2.83% | |
| 18 | NKENIKE INC | 7,298,700 | $1.0T | 2.40% | |
| 19 | ITGARTNER INC | 6,319,907 | $1.0T | 2.35% | |
| 20 | REGNREGENERON PHARMACEUTICALS | 2,002,804 | $967.6B | 2.25% | |
| 21 | ILMNILLUMINA INC | 2,328,278 | $861.5B | 2.00% | |
| 22 | ISRGINTUITIVE SURGICAL INC | 1,009,582 | $825.9B | 1.92% | |
| 23 | MSCIMSCI INC | 1,821,485 | $813.3B | 1.89% | |
| 24 | GOOGLALPHABET INC | 462,002 | $809.7B | 1.88% | |
| 25 | BABAALIBABA GROUP HLDG LTD | 1,215,380 | $282.9B | 0.66% | |
| 26 | ICLRICON PLC | 623,697 | $121.6B | 0.28% | |
| 27 | EDUNEW ORIENTAL ED & TECHNOLOGY | 526,979 | $97.9B | 0.23% | |
| 28 | MDTMEDTRONIC PLC | 815,961 | $95.6B | 0.22% | |
| 29 | SAPSAP SE | 655,840 | $85.5B | 0.20% | |
| 30 | AONAON PLC | 377,305 | $79.7B | 0.19% | |
| 31 | ADPAUTOMATIC DATA PROCESSING IN | 389,776 | $68.7B | 0.16% | |
| 32 | CHKPCHECK POINT SOFTWARE TECH LT | 338,437 | $45.0B | 0.10% | |
| 33 | ELLAUDER ESTEE COS INC | 162,612 | $43.3B | 0.10% | |
| 34 | ULUNILEVER PLC | 677,517 | $40.9B | 0.10% | |
| 35 | IWFISHARES TR | 63,295 | $15.3B | 0.04% | |
| 36 | ETSYETSY INC | 74,205 | $13.2B | 0.03% | |
| 37 | GLOBGLOBANT S A | 60,525 | $13.2B | 0.03% | |
| 38 | ALRMALARM COM HLDGS INC | 114,284 | $11.8B | 0.03% | |
| 39 | APPFAPPFOLIO INC | 63,271 | $11.4B | 0.03% | |
| 40 | BLBLACKLINE INC | 83,910 | $11.2B | 0.03% | |
| 41 | FOXFFOX FACTORY HLDG CORP | 98,363 | $10.4B | 0.02% | |
| 42 | WINGWINGSTOP INC | 76,580 | $10.2B | 0.02% | |
| 43 | GSHDGOOSEHEAD INS INC | 77,433 | $9.7B | 0.02% | |
| 44 | EXPOEXPONENT INC | 106,191 | $9.6B | 0.02% | |
| 45 | WDFCWD-40 CO | 35,635 | $9.5B | 0.02% | |
| 46 | MEDPMEDPACE HLDGS INC | 67,656 | $9.4B | 0.02% | |
| 47 | FNDFLOOR & DECOR HLDGS INC | 95,497 | $8.9B | 0.02% | |
| 48 | TREXTREX CO INC | 104,405 | $8.7B | 0.02% | |
| 49 | RVLVREVOLVE GROUP INC | 270,747 | $8.4B | 0.02% | |
| 50 | EEFTEURONET WORLDWIDE INC | 51,179 | $7.4B | 0.02% | |
| 51 | HELEHELEN OF TROY LTD | 32,989 | $7.3B | 0.02% | |
| 52 | YETIYETI HLDGS INC | 105,483 | $7.2B | 0.02% | |
| 53 | HLIHOULIHAN LOKEY INC | 104,335 | $7.0B | 0.02% | |
| 54 | DAVAENDAVA PLC | 86,376 | $6.6B | 0.02% | |
| 55 | QLYSQUALYS INC | 53,607 | $6.5B | 0.02% | |
| 56 | SLPSIMULATIONS PLUS INC | 89,429 | $6.4B | 0.01% | |
| 57 | PCTYPAYLOCITY HLDG CORP | 28,529 | $5.9B | 0.01% | |
| 58 | ENVUSDENVESTNET INC | 67,983 | $5.6B | 0.01% | |
| 59 | HCQAMN HEALTHCARE SVCS INC | 78,615 | $5.4B | 0.01% | |
| 60 | ALTREURALTAIR ENGR INC | 82,459 | $4.8B | 0.01% | |
| 61 | T77LENDINGTREE INC NEW | 16,965 | $4.6B | 0.01% | |
| 62 | MBUUMALIBU BOATS INC | 72,325 | $4.5B | 0.01% | |
| 63 | ACWXISHARES TR | 67,261 | $3.6B | 0.01% | |
| 64 | DTDYNATRACE INC | 69,407 | $3.0B | 0.01% | |
| 65 | GNRCGENERAC HLDGS INC | 11,756 | $2.7B | 0.01% | |
| 66 | AZPNUSDASPEN TECHNOLOGY INC | 16,819 | $2.2B | 0.01% | |
| 67 | CPRTCOPART INC | 16,458 | $2.1B | 0.00% | |
| 68 | CDWCDW CORP | 14,518 | $1.9B | 0.00% | |
| 69 | HEIHEICO CORP NEW | 13,117 | $1.7B | 0.00% | |
| 70 | ACWIISHARES TR | 11,658 | $1.1B | 0.00% | |
| 71 | ORCLORACLE CORP | 11,968 | $774.0M | 0.00% | |
| 72 | TMETENCENT MUSIC ENTMT GROUP | 17,834 | $343.0M | 0.00% |