POLEN CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001034524 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 12, 2021

Total Value ($000): $44,489,600 (100.0% shares, 0.0% debt)

Holdings (71)

META FACEBOOK INC 8.3%
Value ($000) $3,681,007 Shares 12,497,902 Est. Cost $159.73 Unrealized +67.4%
MSFT MICROSOFT CORP 8.2%
Value ($000) $3,626,689 Shares 15,382,318 Est. Cost $96.77 Unrealized +130.3%
GOOG ALPHABET INC 7.2%
Value ($000) $3,209,242 Shares 1,551,385 Est. Cost $48.38 Unrealized +103.5%
ADBE ADOBE SYSTEMS INCORPORATED 6.5%
Value ($000) $2,879,000 Shares 6,056,335 Est. Cost $183.79 Unrealized +154.3%
ABT ABBOTT LABS 5.6%
Value ($000) $2,482,165 Shares 20,712,324 Est. Cost $78.15 Unrealized +39.0%
ACN ACCENTURE PLC IRELAND 4.9%
Value ($000) $2,192,004 Shares 7,934,854 Est. Cost $116.97 Unrealized +106.3%
MA MASTERCARD INCORPORATED 4.7%
Value ($000) $2,085,075 Shares 5,856,129 Est. Cost $198.47 Unrealized +71.1%
V VISA INC 4.7%
Value ($000) $2,080,636 Shares 9,826,837 Est. Cost $99.82 Unrealized +103.6%
AMZN AMAZON COM INC 4.5%
Value ($000) $1,997,340 Shares 645,536 Est. Cost $158.51 Unrealized 0.0%
CRM SALESFORCE COM INC 4.4%
Value ($000) $1,955,254 Shares 9,228,555 Est. Cost $178.48 Unrealized +23.2%
ZTS ZOETIS INC 4.1%
Value ($000) $1,824,815 Shares 11,587,601 Est. Cost $83.76 Unrealized +81.1%
NOW SERVICENOW INC 3.8%
Value ($000) $1,677,637 Shares 3,354,536 Est. Cost $59.96 Unrealized +76.1%
ADSK AUTODESK INC 3.6%
Value ($000) $1,584,557 Shares 5,717,326 Est. Cost $191.61 Unrealized +50.5%
PYPL PAYPAL HLDGS INC 3.5%
Value ($000) $1,562,512 Shares 6,434,326 Est. Cost $101.30 Unrealized +148.7%
SBUX STARBUCKS CORP 3.5%
Value ($000) $1,535,047 Shares 14,048,204 Est. Cost $55.70 Unrealized +68.8%
UNH UNITEDHEALTH GROUP INC 3.0%
Value ($000) $1,328,160 Shares 3,569,650 Est. Cost $282.65 Unrealized +13.1%
NFLX NETFLIX INC 2.8%
Value ($000) $1,224,241 Shares 2,346,817 Est. Cost $53.04 Unrealized 0.0%
IT GARTNER INC 2.6%
Value ($000) $1,154,101 Shares 6,322,108 Est. Cost $102.90 Unrealized +69.0%
NKE NIKE INC 2.2%
Value ($000) $993,698 Shares 7,477,597 Est. Cost $54.26 Unrealized +138.8%
GOOGL ALPHABET INC 2.2%
Value ($000) $984,666 Shares 477,409 Est. Cost $45.71 Unrealized +114.3%
ILMN ILLUMINA INC 2.1%
Value ($000) $912,922 Shares 2,377,029 Est. Cost $326.71 Unrealized +24.8%
ALGN ALIGN TECHNOLOGY INC 1.9%
Value ($000) $847,291 Shares 1,564,625 Est. Cost $158.24 Unrealized +249.3%
ISRG INTUITIVE SURGICAL INC 1.7%
Value ($000) $766,160 Shares 1,036,837 Est. Cost $225.82 Unrealized +11.4%
MSCI MSCI INC 1.3%
Value ($000) $573,330 Shares 1,367,415 Est. Cost $226.95 Unrealized +76.0%
BABA ALIBABA GROUP HLDG LTD 0.7%
Value ($000) $309,188 Shares 1,363,684 Est. Cost $220.26 Unrealized
ICLR ICON PLC 0.3%
Value ($000) $150,724 Shares 767,550 Est. Cost $168.10 Unrealized +17.4%
AON AON PLC 0.3%
Value ($000) $121,080 Shares 526,184 Est. Cost $198.06 Unrealized +7.2%
MDT MEDTRONIC PLC 0.2%
Value ($000) $104,834 Shares 887,449 Est. Cost $87.01 Unrealized +16.9%
NEW ORIENTAL ED & TECHNOLOGY 0.2%
Value ($000) $100,650 Shares 7,189,265 Est. Cost $22.57 Unrealized
SAP SAP SE 0.2%
Value ($000) $82,786 Shares 674,210 Est. Cost $130.52 Unrealized
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $47,362 Shares 162,841 Est. Cost $190.83 Unrealized +33.6%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $45,446 Shares 241,129 Est. Cost $84.54 Unrealized +85.3%
IWF ISHARES TR 0.1%
Value ($000) $42,998 Shares 176,917 Est. Cost $229.61 Unrealized
UNILEVER PLC 0.1%
Value ($000) $28,581 Shares 511,928 Est. Cost $59.04 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $16,566 Shares 82,144 Est. Cost $89.78 Unrealized +133.1%
FOXF FOX FACTORY HLDG CORP 0.0%
Value ($000) $15,204 Shares 119,659 Est. Cost $79.22 Unrealized +62.9%
RVLV REVOLVE GROUP INC 0.0%
Value ($000) $15,123 Shares 336,599 Est. Cost $22.04 Unrealized +84.8%
GLOB GLOBANT S A 0.0%
Value ($000) $15,021 Shares 72,353 Est. Cost $130.64 Unrealized +62.5%
WING WINGSTOP INC 0.0%
Value ($000) $13,784 Shares 108,391 Est. Cost $122.22 Unrealized +15.0%
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $13,444 Shares 81,948 Est. Cost $115.89 Unrealized +32.0%
GSHD GOOSEHEAD INS INC 0.0%
Value ($000) $13,399 Shares 125,010 Est. Cost $110.70 Unrealized +22.3%
EXPO EXPONENT INC 0.0%
Value ($000) $12,621 Shares 129,515 Est. Cost $72.52 Unrealized +22.3%
ALRM ALARM COM HLDGS INC 0.0%
Value ($000) $11,972 Shares 138,601 Est. Cost $61.75 Unrealized +52.7%
DAVA ENDAVA PLC 0.0%
Value ($000) $11,378 Shares 134,349 Est. Cost $79.58 Unrealized
BL BLACKLINE INC 0.0%
Value ($000) $11,330 Shares 104,517 Est. Cost $91.39 Unrealized +36.5%
DUCK CREEK TECHNOLOGIES INC 0.0%
Value ($000) $11,260 Shares 249,436 Est. Cost $45.14 Unrealized
APPF APPFOLIO INC 0.0%
Value ($000) $10,863 Shares 76,817 Est. Cost $135.35 Unrealized +14.7%
PGNY PROGYNY INC 0.0%
Value ($000) $9,873 Shares 221,805 Est. Cost $46.72 Unrealized 0.0%
YETI YETI HLDGS INC 0.0%
Value ($000) $9,469 Shares 131,131 Est. Cost $44.98 Unrealized +58.4%
EEFT EURONET WORLDWIDE INC 0.0%
Value ($000) $8,459 Shares 61,161 Est. Cost $110.42 Unrealized +30.9%
HELE HELEN OF TROY LTD 0.0%
Value ($000) $8,418 Shares 39,962 Est. Cost $186.09 Unrealized +21.2%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $8,399 Shares 126,281 Est. Cost $55.11 Unrealized +11.8%
SLP SIMULATIONS PLUS INC 0.0%
Value ($000) $8,269 Shares 130,758 Est. Cost $67.18 Unrealized +7.1%
AMN AMN HEALTHCARE SVCS INC 0.0%
Value ($000) $7,208 Shares 97,802 Est. Cost $59.70 Unrealized +24.5%
MBUU MALIBU BOATS INC 0.0%
Value ($000) $7,163 Shares 89,901 Est. Cost $59.43 Unrealized +29.7%
QLYS QUALYS INC 0.0%
Value ($000) $6,985 Shares 66,665 Est. Cost $105.78 Unrealized +5.8%
ALTAIR ENGR INC 0.0%
Value ($000) $6,415 Shares 102,529 Est. Cost $44.98 Unrealized
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $6,379 Shares 35,471 Est. Cost $149.58 Unrealized +27.4%
TREX TREX CO INC 0.0%
Value ($000) $6,244 Shares 68,209 Est. Cost $60.50 Unrealized +55.4%
ENVESTNET INC 0.0%
Value ($000) $5,894 Shares 81,606 Est. Cost $72.08 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $4,250 Shares 12,979 Est. Cost $222.70 Unrealized +32.3%
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $3,886 Shares 40,703 Est. Cost $53.62 Unrealized +81.6%
DT DYNATRACE INC 0.0%
Value ($000) $3,689 Shares 76,473 Est. Cost $40.52 Unrealized +19.7%
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $3,538 Shares 24,513 Est. Cost $134.68 Unrealized
CDW CDW CORP 0.0%
Value ($000) $2,647 Shares 15,967 Est. Cost $124.70 Unrealized +12.9%
NBIS YANDEX N V 0.0%
Value ($000) $2,006 Shares 31,308 Est. Cost $64.07 Unrealized
CPRT COPART INC 0.0%
Value ($000) $1,978 Shares 18,212 Est. Cost $29.05 Unrealized -3.0%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $1,907 Shares 17,034 Est. Cost $113.90 Unrealized +5.8%
HEI HEICO CORP NEW 0.0%
Value ($000) $1,813 Shares 14,413 Est. Cost $122.58 Unrealized +4.8%
TME TENCENT MUSIC ENTMT GROUP 0.0%
Value ($000) $1,131 Shares 55,214 Est. Cost $20.08 Unrealized
TPLC TIMOTHY PLAN 0.0%
Value ($000) $417 Shares 12,662 Est. Cost $32.93 Unrealized