Polen Capital Management

Polen Capital Management as of March 31, 2021

Portfolio Holdings for Polen Capital Management

Polen Capital Management holds 71 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Facebook Cl A (META) 8.3 $3.7B 13M 294.53
Microsoft Corporation (MSFT) 8.2 $3.6B 15M 235.77
Alphabet Cap Stk Cl C (GOOG) 7.2 $3.2B 1.6M 2068.63
Adobe Systems Incorporated (ADBE) 6.5 $2.9B 6.1M 475.37
Abbott Laboratories (ABT) 5.6 $2.5B 21M 119.84
Accenture Plc Ireland Shs Class A (ACN) 4.9 $2.2B 7.9M 276.25
Mastercard Incorporated Cl A (MA) 4.7 $2.1B 5.9M 356.05
Visa Com Cl A (V) 4.7 $2.1B 9.8M 211.73
Amazon (AMZN) 4.5 $2.0B 646k 3094.08
salesforce (CRM) 4.4 $2.0B 9.2M 211.87
Zoetis Cl A (ZTS) 4.1 $1.8B 12M 157.48
Servicenow (NOW) 3.8 $1.7B 3.4M 500.11
Autodesk (ADSK) 3.6 $1.6B 5.7M 277.15
Paypal Holdings (PYPL) 3.5 $1.6B 6.4M 242.84
Starbucks Corporation (SBUX) 3.5 $1.5B 14M 109.27
UnitedHealth (UNH) 3.0 $1.3B 3.6M 372.07
Netflix (NFLX) 2.8 $1.2B 2.3M 521.66
Gartner (IT) 2.6 $1.2B 6.3M 182.55
Nike CL B (NKE) 2.2 $994M 7.5M 132.89
Alphabet Cap Stk Cl A (GOOGL) 2.2 $985M 477k 2062.52
Illumina (ILMN) 2.1 $913M 2.4M 384.06
Align Technology (ALGN) 1.9 $847M 1.6M 541.53
Intuitive Surgical Com New (ISRG) 1.7 $766M 1.0M 738.94
Msci (MSCI) 1.3 $573M 1.4M 419.28
Alibaba Group Hldg Sponsored Ads (BABA) 0.7 $309M 1.4M 226.73
Icon SHS (ICLR) 0.3 $151M 768k 196.37
Aon Shs Cl A (AON) 0.3 $121M 526k 230.11
Medtronic SHS (MDT) 0.2 $105M 887k 118.13
New Oriental Ed & Technology Spon Adr 0.2 $101M 7.2M 14.00
Sap Se Spon Adr (SAP) 0.2 $83M 674k 122.79
Lauder Estee Cos Cl A (EL) 0.1 $47M 163k 290.85
Automatic Data Processing (ADP) 0.1 $45M 241k 188.47
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $43M 177k 243.04
Unilever Spon Adr New (UL) 0.1 $29M 512k 55.83
Etsy (ETSY) 0.0 $17M 82k 201.67
Fox Factory Hldg (FOXF) 0.0 $15M 120k 127.06
Revolve Group Cl A (RVLV) 0.0 $15M 337k 44.93
Globant S A (GLOB) 0.0 $15M 72k 207.61
Wingstop (WING) 0.0 $14M 108k 127.17
Medpace Hldgs (MEDP) 0.0 $13M 82k 164.06
Goosehead Ins Com Cl A (GSHD) 0.0 $13M 125k 107.18
Exponent (EXPO) 0.0 $13M 130k 97.45
Alarm Com Hldgs (ALRM) 0.0 $12M 139k 86.38
Endava Ads (DAVA) 0.0 $11M 134k 84.69
Blackline (BL) 0.0 $11M 105k 108.40
Duck Creek Technologies SHS 0.0 $11M 249k 45.14
Appfolio Com Cl A (APPF) 0.0 $11M 77k 141.41
Progyny (PGNY) 0.0 $9.9M 222k 44.51
Yeti Hldgs (YETI) 0.0 $9.5M 131k 72.21
Euronet Worldwide (EEFT) 0.0 $8.5M 61k 138.31
Helen Of Troy (HELE) 0.0 $8.4M 40k 210.65
Houlihan Lokey Cl A (HLI) 0.0 $8.4M 126k 66.51
Simulations Plus (SLP) 0.0 $8.3M 131k 63.24
AMN Healthcare Services (AMN) 0.0 $7.2M 98k 73.70
Malibu Boats Com Cl A (MBUU) 0.0 $7.2M 90k 79.68
Qualys (QLYS) 0.0 $7.0M 67k 104.78
Altair Engr Com Cl A (ALTR) 0.0 $6.4M 103k 62.57
Paylocity Holding Corporation (PCTY) 0.0 $6.4M 36k 179.84
Trex Company (TREX) 0.0 $6.2M 68k 91.54
Envestnet (ENV) 0.0 $5.9M 82k 72.23
Generac Holdings (GNRC) 0.0 $4.2M 13k 327.45
Floor & Decor Hldgs Cl A (FND) 0.0 $3.9M 41k 95.47
Dynatrace Com New (DT) 0.0 $3.7M 77k 48.24
Aspen Technology 0.0 $3.5M 25k 144.33
Cdw (CDW) 0.0 $2.6M 16k 165.78
Yandex N V Shs Class A (YNDX) 0.0 $2.0M 31k 64.07
Copart (CPRT) 0.0 $2.0M 18k 108.61
Check Point Software Tech Lt Ord (CHKP) 0.0 $1.9M 17k 111.95
HEICO Corporation (HEI) 0.0 $1.8M 14k 125.79
Tencent Music Entmt Group Spon Ads (TME) 0.0 $1.1M 55k 20.48
Timothy Plan Us Lrgmd Cp Core (TPLC) 0.0 $417k 13k 32.93