Polen Capital Management

Polen Capital Management as of Dec. 31, 2020

Portfolio Holdings for Polen Capital Management

Polen Capital Management holds 72 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 7.8 $3.4B 15M 222.42
Facebook Cl A (META) 7.8 $3.4B 12M 273.16
Alphabet Cap Stk Cl C (GOOG) 7.0 $3.0B 1.7M 1751.88
Adobe Systems Incorporated (ADBE) 6.9 $3.0B 5.9M 500.12
Abbott Laboratories (ABT) 5.2 $2.2B 21M 109.49
Visa Com Cl A (V) 4.9 $2.1B 9.6M 218.73
Mastercard Incorporated Cl A (MA) 4.8 $2.1B 5.8M 356.94
Accenture Plc Ireland Shs Class A (ACN) 4.7 $2.0B 7.8M 261.21
Autodesk (ADSK) 4.5 $2.0B 6.4M 305.34
Zoetis Cl A (ZTS) 4.4 $1.9B 11M 165.50
Paypal Holdings (PYPL) 4.3 $1.9B 8.0M 234.20
Servicenow (NOW) 4.2 $1.8B 3.3M 550.43
salesforce (CRM) 3.6 $1.6B 7.0M 222.53
Starbucks Corporation (SBUX) 3.4 $1.5B 14M 106.98
Align Technology (ALGN) 3.2 $1.4B 2.6M 534.38
Dollar General (DG) 2.8 $1.2B 5.8M 210.30
UnitedHealth (UNH) 2.8 $1.2B 3.5M 350.68
Nike CL B (NKE) 2.4 $1.0B 7.3M 141.47
Gartner (IT) 2.4 $1.0B 6.3M 160.19
Regeneron Pharmaceuticals (REGN) 2.2 $968M 2.0M 483.11
Illumina (ILMN) 2.0 $862M 2.3M 370.00
Intuitive Surgical Com New (ISRG) 1.9 $826M 1.0M 818.10
Msci (MSCI) 1.9 $813M 1.8M 446.53
Alphabet Cap Stk Cl A (GOOGL) 1.9 $810M 462k 1752.64
Alibaba Group Hldg Sponsored Ads (BABA) 0.7 $283M 1.2M 232.73
Icon SHS (ICLR) 0.3 $122M 624k 194.98
New Oriental Ed & Technology Spon Adr 0.2 $98M 527k 185.81
Medtronic SHS (MDT) 0.2 $96M 816k 117.14
Sap Se Spon Adr (SAP) 0.2 $86M 656k 130.39
Aon Shs Cl A (AON) 0.2 $80M 377k 211.27
Automatic Data Processing (ADP) 0.2 $69M 390k 176.20
Check Point Software Tech Lt Ord (CHKP) 0.1 $45M 338k 132.91
Lauder Estee Cos Cl A (EL) 0.1 $43M 163k 266.19
Unilever Spon Adr New (UL) 0.1 $41M 678k 60.36
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $15M 63k 241.14
Etsy (ETSY) 0.0 $13M 74k 177.91
Globant S A (GLOB) 0.0 $13M 61k 217.61
Alarm Com Hldgs (ALRM) 0.0 $12M 114k 103.45
Appfolio Com Cl A (APPF) 0.0 $11M 63k 180.04
Blackline (BL) 0.0 $11M 84k 133.38
Fox Factory Hldg (FOXF) 0.0 $10M 98k 105.71
Wingstop (WING) 0.0 $10M 77k 132.55
Goosehead Ins Com Cl A (GSHD) 0.0 $9.7M 77k 124.77
Exponent (EXPO) 0.0 $9.6M 106k 90.03
WD-40 Company (WDFC) 0.0 $9.5M 36k 265.69
Medpace Hldgs (MEDP) 0.0 $9.4M 68k 139.20
Floor & Decor Hldgs Cl A (FND) 0.0 $8.9M 96k 92.85
Trex Company (TREX) 0.0 $8.7M 104k 83.72
Revolve Group Cl A (RVLV) 0.0 $8.4M 271k 31.17
Euronet Worldwide (EEFT) 0.0 $7.4M 51k 144.92
Helen Of Troy (HELE) 0.0 $7.3M 33k 222.20
Yeti Hldgs (YETI) 0.0 $7.2M 106k 68.47
Houlihan Lokey Cl A (HLI) 0.0 $7.0M 104k 67.23
Endava Ads (DAVA) 0.0 $6.6M 86k 76.75
Qualys (QLYS) 0.0 $6.5M 54k 121.87
Simulations Plus (SLP) 0.0 $6.4M 89k 71.92
Paylocity Holding Corporation (PCTY) 0.0 $5.9M 29k 205.90
Envestnet (ENV) 0.0 $5.6M 68k 82.29
AMN Healthcare Services (AMN) 0.0 $5.4M 79k 68.24
Altair Engr Com Cl A (ALTR) 0.0 $4.8M 83k 58.17
Tree (TREE) 0.0 $4.6M 17k 273.80
Malibu Boats Com Cl A (MBUU) 0.0 $4.5M 72k 62.44
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $3.6M 67k 53.05
Dynatrace Com New (DT) 0.0 $3.0M 69k 43.27
Generac Holdings (GNRC) 0.0 $2.7M 12k 227.37
Aspen Technology 0.0 $2.2M 17k 130.27
Copart (CPRT) 0.0 $2.1M 17k 127.23
Cdw (CDW) 0.0 $1.9M 15k 131.77
HEICO Corporation (HEI) 0.0 $1.7M 13k 132.42
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $1.1M 12k 90.75
Oracle Corporation (ORCL) 0.0 $774k 12k 64.67
Tencent Music Entmt Group Spon Ads (TME) 0.0 $343k 18k 19.23