Polen Capital Management

Latest statistics and disclosures from Polen Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are MSFT, FB, GOOG, ADBE, ABT, and represent 34.71% of Polen Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: ILMN (+$653M), ABT (+$119M), FB (+$99M), MSFT (+$97M), ADBE (+$88M), SBUX (+$69M), MA (+$66M), CRM (+$64M), V (+$63M), BABA (+$59M).
  • Started 11 new stock positions in SLP, CDW, TME, ACWX, DT, CPRT, HEI, ACWI, AZPN, DAVA. GNRC.
  • Reduced shares in these 7 stocks: ORCL (-$39M), RELX (-$17M), , ADP, MASI, BLKB, EL.
  • Sold out of its positions in BLKB, MASI, POOL, RELX.
  • Polen Capital Management was a net buyer of stock by $1.9B.
  • Polen Capital Management has $43B in assets under management (AUM), dropping by 15.11%.

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Positions held by POLEN CAPITAL MANAGEMENT consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Polen Capital Management

Companies in the Polen Capital Management portfolio as of 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 +2% 15M 222.42
Facebook Cl A (FB) 7.8 $3.4B +3% 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 +3% 5.9M 500.12
Abbott Laboratories (ABT) 5.2 $2.2B +5% 21M 109.49
Visa Com Cl A (V) 4.9 $2.1B +3% 9.6M 218.73
Mastercard Incorporated Cl A (MA) 4.8 $2.1B +3% 5.8M 356.94
Accenture Plc Ireland Shs Class A (ACN) 4.7 $2.0B +2% 7.8M 261.21
Autodesk (ADSK) 4.5 $2.0B 6.4M 305.34
Zoetis Cl A (ZTS) 4.4 $1.9B +2% 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 +4% 7.0M 222.53
Starbucks Corporation (SBUX) 3.4 $1.5B +4% 14M 106.98

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Align Technology (ALGN) 3.2 $1.4B 2.6M 534.38
Dollar General (DG) 2.8 $1.2B +2% 5.8M 210.30
UnitedHealth (UNH) 2.8 $1.2B 3.5M 350.68
Nike CL B (NKE) 2.4 $1.0B +2% 7.3M 141.47
Gartner (IT) 2.4 $1.0B 6.3M 160.19
Regeneron Pharmaceuticals (REGN) 2.2 $968M +3% 2.0M 483.11
Illumina (ILMN) 2.0 $862M +313% 2.3M 370.00
Intuitive Surgical Com New (ISRG) 1.9 $826M +2% 1.0M 818.10
Msci (MSCI) 1.9 $813M 1.8M 446.53
Alphabet Cap Stk Cl A (GOOGL) 1.9 $810M +2% 462k 1752.64
Alibaba Group Hldg Sponsored Ads (BABA) 0.7 $283M +26% 1.2M 232.73
Icon SHS (ICLR) 0.3 $122M +14% 624k 194.98
New Oriental Ed & Technology Spon Adr (EDU) 0.2 $98M +14% 527k 185.81
Medtronic SHS (MDT) 0.2 $96M +15% 816k 117.14
Sap Se Spon Adr (SAP) 0.2 $86M +22% 656k 130.39
Aon Shs Cl A (AON) 0.2 $80M +15% 377k 211.27
Automatic Data Processing (ADP) 0.2 $69M -6% 390k 176.20
Check Point Software Tech Lt Ord (CHKP) 0.1 $45M +14% 338k 132.91
Lauder Estee Cos Cl A (EL) 0.1 $43M -3% 163k 266.19
Unilever Spon Adr New (UL) 0.1 $41M +21% 678k 60.36
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $15M +155% 63k 241.14
Etsy (ETSY) 0.0 $13M +7% 74k 177.91
Globant S A (GLOB) 0.0 $13M +24% 61k 217.61
Alarm Com Hldgs (ALRM) 0.0 $12M +23% 114k 103.45
Appfolio Com Cl A (APPF) 0.0 $11M +23% 63k 180.04
Blackline (BL) 0.0 $11M +29% 84k 133.38
Fox Factory Hldg (FOXF) 0.0 $10M +24% 98k 105.71
Wingstop (WING) 0.0 $10M +50% 77k 132.55
Goosehead Ins Com Cl A (GSHD) 0.0 $9.7M +23% 77k 124.77
Exponent (EXPO) 0.0 $9.6M +24% 106k 90.03
WD-40 Company (WDFC) 0.0 $9.5M +23% 36k 265.69
Medpace Hldgs (MEDP) 0.0 $9.4M +101% 68k 139.20
Floor & Decor Hldgs Cl A (FND) 0.0 $8.9M +29% 96k 92.85
Trex Company (TREX) 0.0 $8.7M +22% 104k 83.72
Revolve Group Cl A (RVLV) 0.0 $8.4M +29% 271k 31.17
Euronet Worldwide (EEFT) 0.0 $7.4M +20% 51k 144.92
Helen Of Troy (HELE) 0.0 $7.3M +23% 33k 222.20
Yeti Hldgs (YETI) 0.0 $7.2M +29% 106k 68.47
Houlihan Lokey Cl A (HLI) 0.0 $7.0M +32% 104k 67.23
Endava Ads (DAVA) 0.0 $6.6M NEW 86k 76.75
Qualys (QLYS) 0.0 $6.5M +29% 54k 121.87
Simulations Plus (SLP) 0.0 $6.4M NEW 89k 71.92
Paylocity Holding Corporation (PCTY) 0.0 $5.9M +29% 29k 205.90
Envestnet (ENV) 0.0 $5.6M +21% 68k 82.29
AMN Healthcare Services (AMN) 0.0 $5.4M +29% 79k 68.24
Altair Engr Com Cl A (ALTR) 0.0 $4.8M +29% 83k 58.17
Tree (TREE) 0.0 $4.6M +20% 17k 273.80
Malibu Boats Com Cl A (MBUU) 0.0 $4.5M +30% 72k 62.44
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $3.6M NEW 67k 53.05
Dynatrace Com New (DT) 0.0 $3.0M NEW 69k 43.27
Generac Holdings (GNRC) 0.0 $2.7M NEW 12k 227.37
Aspen Technology (AZPN) 0.0 $2.2M NEW 17k 130.27
Copart (CPRT) 0.0 $2.1M NEW 17k 127.23
Cdw (CDW) 0.0 $1.9M NEW 15k 131.77
HEICO Corporation (HEI) 0.0 $1.7M NEW 13k 132.42
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $1.1M NEW 12k 90.75
Oracle Corporation (ORCL) 0.0 $774k -98% 12k 64.67
Tencent Music Entmt Group Spon Ads (TME) 0.0 $343k NEW 18k 19.23

Past Filings by Polen Capital Management

SEC 13F filings are viewable for Polen Capital Management going back to 2011

View all past filings