Polen Capital Management
Latest statistics and disclosures from Polen Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, GOOG, MSFT, ADBE, NFLX, and represent 34.20% of Polen Capital Management's stock portfolio.
- Added to shares of these 10 stocks: TMO (+$1.2B), IWF (+$417M), NOW (+$194M), ILMN (+$107M), EL (+$31M), HDB (+$22M), UL (+$16M), ACWX (+$15M), SHOP (+$11M), IUSG (+$11M).
- Started 10 new stock positions in OLPX, SITM, DLO, CCCS, LVS, EL, HDB, TMO, IUSG, FSV.
- Reduced shares in these 10 stocks: META (-$1.6B), V (-$314M), MA (-$300M), ADBE (-$222M), GOOG (-$187M), NKE (-$185M), AMZN (-$176M), NFLX (-$119M), ABT (-$118M), ADSK (-$97M).
- Sold out of its positions in ISRG, JMST.
- Polen Capital Management was a net seller of stock by $-2.0B.
- Polen Capital Management has $34B in assets under management (AUM), dropping by -4.14%.
- Central Index Key (CIK): 0001034524
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Portfolio Holdings for Polen Capital Management
Polen Capital Management holds 93 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Amazon (AMZN) | 8.6 | $3.0B | -5% | 35M | 84.00 | |
Alphabet Cap Stk Cl C (GOOG) | 6.8 | $2.3B | -7% | 26M | 88.73 | |
Microsoft Corporation (MSFT) | 6.6 | $2.3B | 9.5M | 239.82 | ||
Adobe Systems Incorporated (ADBE) | 6.2 | $2.1B | -9% | 6.3M | 336.53 | |
Netflix (NFLX) | 6.0 | $2.0B | -5% | 6.9M | 294.88 | |
Mastercard Incorporated Cl A (MA) | 5.4 | $1.8B | -14% | 5.3M | 347.73 | |
Visa Com Cl A (V) | 5.2 | $1.8B | -14% | 8.7M | 207.76 | |
Servicenow (NOW) | 5.0 | $1.7B | +12% | 4.5M | 388.27 | |
Abbott Laboratories (ABT) | 4.7 | $1.6B | -6% | 15M | 109.79 | |
Autodesk (ADSK) | 4.3 | $1.5B | -6% | 7.9M | 186.87 | |
Accenture Plc Ireland Shs Class A (ACN) | 4.2 | $1.5B | -5% | 5.5M | 266.84 | |
UnitedHealth (UNH) | 4.2 | $1.4B | -4% | 2.7M | 530.18 | |
salesforce (CRM) | 4.1 | $1.4B | -5% | 11M | 132.59 | |
Thermo Fisher Scientific (TMO) | 3.5 | $1.2B | NEW | 2.2M | 550.69 | |
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Illumina (ILMN) | 3.0 | $1.0B | +11% | 5.0M | 202.20 | |
Airbnb Com Cl A (ABNB) | 3.0 | $1.0B | -6% | 12M | 85.50 | |
Gartner (IT) | 2.7 | $922M | -4% | 2.7M | 336.14 | |
Paypal Holdings (PYPL) | 2.5 | $872M | -3% | 12M | 71.22 | |
Zoetis Cl A (ZTS) | 2.4 | $821M | -6% | 5.6M | 146.55 | |
Nike CL B (NKE) | 2.2 | $763M | -19% | 6.5M | 117.01 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 1.6 | $544M | +329% | 2.5M | 214.24 | |
Docusign (DOCU) | 1.3 | $455M | -5% | 8.2M | 55.42 | |
Align Technology (ALGN) | 1.0 | $353M | -15% | 1.7M | 210.90 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $311M | 3.5M | 88.23 | ||
Aon Shs Cl A (AON) | 0.9 | $300M | -6% | 998k | 300.14 | |
Icon SHS (ICLR) | 0.9 | $298M | -7% | 1.5M | 194.25 | |
Sap Se Spon Adr (SAP) | 0.4 | $138M | -7% | 1.3M | 103.19 | |
Automatic Data Processing (ADP) | 0.4 | $128M | -2% | 535k | 238.86 | |
Medtronic SHS (MDT) | 0.2 | $63M | -10% | 814k | 77.72 | |
Forum Energy Technologies In Note 9.000% 8/0 (Principal) | 0.2 | $54M | 946k | 56.52 | ||
Unilever Spon Adr New (UL) | 0.1 | $42M | +59% | 839k | 50.35 | |
Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $38M | +33% | 443k | 84.88 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $38M | -10% | 69k | 546.40 | |
Globant S A (GLOB) | 0.1 | $36M | -12% | 213k | 168.16 | |
MercadoLibre (MELI) | 0.1 | $33M | -8% | 39k | 846.24 | |
Lauder Estee Cos Cl A (EL) | 0.1 | $31M | NEW | 124k | 248.11 | |
Shopify Cl A (SHOP) | 0.1 | $30M | +62% | 852k | 34.71 | |
Hdfc Bank Sponsored Ads (HDB) | 0.1 | $22M | NEW | 315k | 68.41 | |
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $19M | +299% | 426k | 45.50 | |
Five Below (FIVE) | 0.0 | $16M | -18% | 91k | 176.87 | |
Houlihan Lokey Cl A (HLI) | 0.0 | $12M | -11% | 141k | 87.16 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $11M | NEW | 136k | 81.52 | |
Global X Fds S&p 500 Catholic (CATH) | 0.0 | $11M | +93% | 237k | 46.52 | |
Qualys (QLYS) | 0.0 | $11M | -15% | 94k | 112.23 | |
Goosehead Ins Com Cl A (GSHD) | 0.0 | $10M | -6% | 293k | 34.34 | |
Wingstop (WING) | 0.0 | $9.8M | -21% | 71k | 137.62 | |
Revolve Group Cl A (RVLV) | 0.0 | $9.6M | -13% | 433k | 22.26 | |
Fox Factory Hldg (FOXF) | 0.0 | $9.3M | -43% | 102k | 91.23 | |
Progyny (PGNY) | 0.0 | $9.2M | -12% | 294k | 31.15 | |
Yeti Hldgs (YETI) | 0.0 | $8.7M | -25% | 211k | 41.31 | |
Endava Ads (DAVA) | 0.0 | $8.4M | -11% | 110k | 76.50 | |
Blackline (BL) | 0.0 | $8.3M | -15% | 123k | 67.27 | |
Hamilton Lane Cl A (HLNE) | 0.0 | $8.0M | -11% | 126k | 63.88 | |
Euronet Worldwide (EEFT) | 0.0 | $7.7M | 82k | 94.38 | ||
Alarm Com Hldgs (ALRM) | 0.0 | $7.5M | -13% | 151k | 49.48 | |
Doximity Cl A (DOCS) | 0.0 | $6.9M | -2% | 207k | 33.56 | |
Bumble Com Cl A (BMBL) | 0.0 | $6.5M | -2% | 311k | 21.05 | |
Appfolio Com Cl A (APPF) | 0.0 | $6.2M | -14% | 59k | 105.38 | |
Duck Creek Technologies SHS (DCT) | 0.0 | $6.2M | -12% | 516k | 12.05 | |
Brooks Automation (AZTA) | 0.0 | $5.9M | -15% | 101k | 58.22 | |
Dynatrace Com New (DT) | 0.0 | $5.5M | -6% | 143k | 38.30 | |
Altair Engr Com Cl A (ALTR) | 0.0 | $5.2M | -15% | 115k | 45.47 | |
Paycom Software (PAYC) | 0.0 | $5.1M | -11% | 16k | 310.31 | |
Warby Parker Cl A Com (WRBY) | 0.0 | $4.7M | -12% | 350k | 13.49 | |
Olo Cl A (OLO) | 0.0 | $4.6M | -13% | 732k | 6.25 | |
Olaplex Hldgs (OLPX) | 0.0 | $4.3M | NEW | 829k | 5.21 | |
Siteone Landscape Supply (SITE) | 0.0 | $3.8M | -14% | 32k | 117.32 | |
AMN Healthcare Services (AMN) | 0.0 | $3.7M | -49% | 36k | 102.82 | |
Floor & Decor Hldgs Cl A (FND) | 0.0 | $3.3M | -5% | 47k | 69.63 | |
Rh (RH) | 0.0 | $3.3M | +141% | 12k | 267.19 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $2.8M | +19% | 16k | 174.36 | |
Helen Of Troy (HELE) | 0.0 | $2.6M | -15% | 23k | 110.91 | |
Farfetch Ord Sh Cl A (FTCH) | 0.0 | $2.5M | -11% | 520k | 4.73 | |
Copart (CPRT) | 0.0 | $2.3M | +107% | 38k | 60.89 | |
Skillsoft Corp Cl A (SKIL) | 0.0 | $2.3M | 1.8M | 1.30 | ||
Sitime Corp (SITM) | 0.0 | $2.2M | NEW | 22k | 101.62 | |
Tyler Technologies (TYL) | 0.0 | $2.2M | +30% | 6.7k | 322.41 | |
Etsy (ETSY) | 0.0 | $2.2M | +3% | 18k | 119.78 | |
Firstservice Corp (FSV) | 0.0 | $1.9M | NEW | 15k | 122.55 | |
Ccc Intelligent Solutions Holdings (CCCS) | 0.0 | $1.8M | NEW | 209k | 8.70 | |
The Trade Desk Com Cl A (TTD) | 0.0 | $1.8M | +3% | 40k | 44.83 | |
Aspen Technology (AZPN) | 0.0 | $1.8M | +3% | 8.5k | 205.40 | |
Fair Isaac Corporation (FICO) | 0.0 | $1.5M | -65% | 2.6k | 598.58 | |
Trex Company (TREX) | 0.0 | $1.4M | +3% | 34k | 42.33 | |
Charles River Laboratories (CRL) | 0.0 | $1.2M | +22% | 5.7k | 217.90 | |
Tencent Music Entmt Group Spon Ads (TME) | 0.0 | $1.2M | -35% | 140k | 8.28 | |
Karooooo Ord Shs (KARO) | 0.0 | $1.1M | +6% | 46k | 23.30 | |
Timothy Plan Us Lrgmd Cp Core (TPLC) | 0.0 | $707k | -2% | 21k | 33.50 | |
Myt Netherlands Parent B V Ads (MYTE) | 0.0 | $671k | -9% | 75k | 8.91 | |
Dlocal Class A Com (DLO) | 0.0 | $649k | NEW | 42k | 15.57 | |
Meta Platforms Cl A (META) | 0.0 | $585k | -99% | 4.9k | 120.34 | |
Las Vegas Sands (LVS) | 0.0 | $435k | NEW | 9.1k | 48.07 | |
Starbucks Corporation (SBUX) | 0.0 | $299k | -99% | 3.0k | 99.20 |
Past Filings by Polen Capital Management
SEC 13F filings are viewable for Polen Capital Management going back to 2011
- Polen Capital Management 2022 Q4 filed Feb. 13, 2023
- Polen Capital Management 2022 Q3 filed Nov. 4, 2022
- Polen Capital Management 2022 Q2 filed Aug. 10, 2022
- Polen Capital Management 2022 Q1 filed May 12, 2022
- Polen Capital Management 2021 Q4 filed Feb. 11, 2022
- Polen Capital Management 2021 Q3 filed Nov. 10, 2021
- Polen Capital Management 2021 Q2 filed Aug. 12, 2021
- Polen Capital Management 2021 Q1 filed May 12, 2021
- Polen Capital Management 2020 Q4 filed Feb. 11, 2021
- Polen Capital Management 2020 Q3 filed Nov. 12, 2020
- Polen Capital Management 2020 Q2 filed Aug. 13, 2020
- Polen Capital Management 2020 Q1 filed May 11, 2020
- Polen Capital Management 2019 Q4 filed Feb. 6, 2020
- Polen Capital Management 2019 Q3 filed Nov. 12, 2019
- Polen Capital Management 2019 Q2 filed Aug. 12, 2019
- Polen Capital Management 2019 Q1 filed May 13, 2019