POLEN CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001034524 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 12, 2021

Total Value ($000): $52,218,982 (100.0% shares, 0.0% debt)

Holdings (81)

META FACEBOOK INC 8.6%
Value ($000) $4,515,864 Shares 12,987,444 Est. Cost $165.72 Unrealized +92.2%
MSFT MICROSOFT CORP 8.3%
Value ($000) $4,344,147 Shares 16,035,981 Est. Cost $102.80 Unrealized +138.1%
GOOG ALPHABET INC 7.3%
Value ($000) $3,837,512 Shares 1,531,134 Est. Cost $48.38 Unrealized +144.5%
ADBE ADOBE SYSTEMS INCORPORATED 7.0%
Value ($000) $3,657,769 Shares 6,245,764 Est. Cost $193.85 Unrealized +165.9%
ABT ABBOTT LABS 4.9%
Value ($000) $2,548,722 Shares 21,985,004 Est. Cost $79.84 Unrealized +34.4%
ACN ACCENTURE PLC IRELAND 4.7%
Value ($000) $2,428,662 Shares 8,238,617 Est. Cost $122.55 Unrealized +118.8%
V VISA INC 4.6%
Value ($000) $2,402,691 Shares 10,275,816 Est. Cost $105.11 Unrealized +110.2%
AMZN AMAZON COM INC 4.6%
Value ($000) $2,397,387 Shares 696,883 Est. Cost $159.08 Unrealized +4.5%
CRM SALESFORCE COM INC 4.5%
Value ($000) $2,357,017 Shares 9,649,227 Est. Cost $180.62 Unrealized +26.1%
MA MASTERCARD INCORPORATED 4.3%
Value ($000) $2,248,038 Shares 6,157,489 Est. Cost $206.49 Unrealized +75.4%
ZTS ZOETIS INC 4.2%
Value ($000) $2,219,130 Shares 11,907,759 Est. Cost $85.99 Unrealized +93.6%
PYPL PAYPAL HLDGS INC 3.7%
Value ($000) $1,945,872 Shares 6,675,832 Est. Cost $107.17 Unrealized +145.9%
NOW SERVICENOW INC 3.7%
Value ($000) $1,929,303 Shares 3,510,696 Est. Cost $61.80 Unrealized +64.0%
ADSK AUTODESK INC 3.4%
Value ($000) $1,757,923 Shares 6,022,347 Est. Cost $196.36 Unrealized +45.3%
SBUX STARBUCKS CORP 3.2%
Value ($000) $1,655,028 Shares 14,802,150 Est. Cost $58.05 Unrealized +75.1%
UNH UNITEDHEALTH GROUP INC 2.9%
Value ($000) $1,496,076 Shares 3,736,081 Est. Cost $286.50 Unrealized +28.8%
GOOGL ALPHABET INC 2.6%
Value ($000) $1,380,947 Shares 565,547 Est. Cost $56.65 Unrealized +104.6%
NFLX NETFLIX INC 2.5%
Value ($000) $1,288,470 Shares 2,439,314 Est. Cost $52.97 Unrealized -3.5%
NKE NIKE INC 2.3%
Value ($000) $1,223,996 Shares 7,922,815 Est. Cost $58.28 Unrealized +115.6%
ILMN ILLUMINA INC 2.2%
Value ($000) $1,173,928 Shares 2,480,776 Est. Cost $329.89 Unrealized +22.1%
IT GARTNER INC 2.1%
Value ($000) $1,095,832 Shares 4,524,493 Est. Cost $102.90 Unrealized +112.6%
ISRG INTUITIVE SURGICAL INC 1.9%
Value ($000) $1,002,450 Shares 1,090,046 Est. Cost $228.49 Unrealized +22.8%
ALGN ALIGN TECHNOLOGY INC 1.9%
Value ($000) $998,744 Shares 1,634,605 Est. Cost $176.80 Unrealized +234.7%
MSCI MSCI INC 1.4%
Value ($000) $731,691 Shares 1,372,573 Est. Cost $226.95 Unrealized +100.1%
BABA ALIBABA GROUP HLDG LTD 0.6%
Value ($000) $321,464 Shares 1,417,515 Est. Cost $220.50 Unrealized
AON AON PLC 0.4%
Value ($000) $194,028 Shares 812,647 Est. Cost $211.55 Unrealized +11.7%
ICLR ICON PLC 0.3%
Value ($000) $161,758 Shares 782,534 Est. Cost $169.01 Unrealized +27.7%
MDT MEDTRONIC PLC 0.2%
Value ($000) $111,333 Shares 896,906 Est. Cost $87.25 Unrealized +25.5%
SAP SAP SE 0.2%
Value ($000) $101,209 Shares 720,554 Est. Cost $131.16 Unrealized
NEW ORIENTAL ED & TECHNOLOGY 0.1%
Value ($000) $60,232 Shares 7,354,287 Est. Cost $22.25 Unrealized
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $53,500 Shares 168,197 Est. Cost $193.76 Unrealized +46.0%
IWF ISHARES TR 0.1%
Value ($000) $52,129 Shares 192,017 Est. Cost $232.90 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $48,783 Shares 245,611 Est. Cost $86.22 Unrealized +104.4%
ASML ASML HOLDING N V 0.1%
Value ($000) $30,570 Shares 44,250 Est. Cost $690.85 Unrealized
UNILEVER PLC 0.1%
Value ($000) $29,245 Shares 499,917 Est. Cost $59.04 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $26,147 Shares 17,897 Est. Cost $123.22 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $24,960 Shares 16,023 Est. Cost $1468.10 Unrealized 0.0%
RVLV REVOLVE GROUP INC 0.0%
Value ($000) $21,223 Shares 308,028 Est. Cost $22.04 Unrealized +143.7%
FOXF FOX FACTORY HLDG CORP 0.0%
Value ($000) $19,857 Shares 127,566 Est. Cost $83.53 Unrealized +78.0%
GSHD GOOSEHEAD INS INC 0.0%
Value ($000) $18,647 Shares 146,481 Est. Cost $109.41 Unrealized -6.9%
WING WINGSTOP INC 0.0%
Value ($000) $18,195 Shares 115,426 Est. Cost $123.55 Unrealized +16.6%
TRUP TRUPANION INC 0.0%
Value ($000) $17,577 Shares 152,713 Est. Cost $86.99 Unrealized 0.0%
GLOB GLOBANT S A 0.0%
Value ($000) $16,847 Shares 76,866 Est. Cost $135.87 Unrealized +61.8%
DAVA ENDAVA PLC 0.0%
Value ($000) $16,158 Shares 142,514 Est. Cost $81.52 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $15,654 Shares 76,051 Est. Cost $89.78 Unrealized +106.1%
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $15,439 Shares 87,411 Est. Cost $119.43 Unrealized +44.5%
PGNY PROGYNY INC 0.0%
Value ($000) $14,121 Shares 239,340 Est. Cost $47.41 Unrealized +18.5%
APPF APPFOLIO INC 0.0%
Value ($000) $13,077 Shares 92,614 Est. Cost $135.95 Unrealized +2.1%
DUCK CREEK TECHNOLOGIES INC 0.0%
Value ($000) $13,027 Shares 299,392 Est. Cost $44.87 Unrealized
YETI YETI HLDGS INC 0.0%
Value ($000) $12,810 Shares 139,517 Est. Cost $47.49 Unrealized +82.8%
ALRM ALARM COM HLDGS INC 0.0%
Value ($000) $12,518 Shares 147,793 Est. Cost $63.22 Unrealized +35.1%
BL BLACKLINE INC 0.0%
Value ($000) $12,376 Shares 111,226 Est. Cost $92.46 Unrealized +18.1%
EXPO EXPONENT INC 0.0%
Value ($000) $12,317 Shares 138,067 Est. Cost $73.52 Unrealized +20.6%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $11,016 Shares 134,682 Est. Cost $55.82 Unrealized +19.1%
AMN AMN HEALTHCARE SVCS INC 0.0%
Value ($000) $10,092 Shares 104,059 Est. Cost $61.33 Unrealized +41.5%
HELE HELEN OF TROY LTD 0.0%
Value ($000) $9,725 Shares 42,630 Est. Cost $188.20 Unrealized +16.8%
SLP SIMULATIONS PLUS INC 0.0%
Value ($000) $8,941 Shares 162,824 Est. Cost $65.03 Unrealized -13.5%
ALTAIR ENGR INC 0.0%
Value ($000) $7,525 Shares 109,101 Est. Cost $46.43 Unrealized
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $7,200 Shares 37,738 Est. Cost $151.40 Unrealized +18.8%
QLYS QUALYS INC 0.0%
Value ($000) $7,142 Shares 70,930 Est. Cost $105.54 Unrealized -3.5%
MBUU MALIBU BOATS INC 0.0%
Value ($000) $7,014 Shares 95,648 Est. Cost $60.64 Unrealized +31.2%
DT DYNATRACE INC 0.0%
Value ($000) $4,815 Shares 82,415 Est. Cost $41.37 Unrealized +26.3%
ENVESTNET INC 0.0%
Value ($000) $4,808 Shares 63,384 Est. Cost $72.08 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $4,195 Shares 10,104 Est. Cost $222.70 Unrealized +50.6%
TTD THE TRADE DESK INC 0.0%
Value ($000) $3,847 Shares 49,723 Est. Cost $63.90 Unrealized 0.0%
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $3,627 Shares 26,370 Est. Cost $134.88 Unrealized
EEFT EURONET WORLDWIDE INC 0.0%
Value ($000) $3,619 Shares 26,741 Est. Cost $110.42 Unrealized +32.0%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $3,270 Shares 8,997 Est. Cost $347.43 Unrealized 0.0%
TREX TREX CO INC 0.0%
Value ($000) $3,180 Shares 31,114 Est. Cost $60.50 Unrealized +66.9%
CDW CDW CORP 0.0%
Value ($000) $3,009 Shares 17,229 Est. Cost $127.49 Unrealized +27.7%
CPRT COPART INC 0.0%
Value ($000) $2,578 Shares 19,555 Est. Cost $29.18 Unrealized +6.2%
FTCHQ FARFETCH LTD 0.0%
Value ($000) $2,407 Shares 47,805 Est. Cost $47.44 Unrealized 0.0%
NBIS YANDEX N V 0.0%
Value ($000) $2,229 Shares 31,508 Est. Cost $64.07 Unrealized
HEI HEICO CORP NEW 0.0%
Value ($000) $2,164 Shares 15,520 Est. Cost $123.68 Unrealized +11.6%
KARO KAROOOOO LTD 0.0%
Value ($000) $1,403 Shares 38,164 Est. Cost $32.48 Unrealized 0.0%
TME TENCENT MUSIC ENTMT GROUP 0.0%
Value ($000) $860 Shares 55,574 Est. Cost $20.08 Unrealized
TPLC TIMOTHY PLAN 0.0%
Value ($000) $442 Shares 12,662 Est. Cost $32.93 Unrealized
TAL TAL EDUCATION GROUP 0.0%
Value ($000) $437 Shares 17,340 Est. Cost $25.20 Unrealized
ACWX ISHARES TR 0.0%
Value ($000) $434 Shares 7,552 Est. Cost $57.47 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $337 Shares 3,330 Est. Cost $101.20 Unrealized
TPIF TIMOTHY PLAN 0.0%
Value ($000) $266 Shares 9,140 Est. Cost $29.10 Unrealized