POLEN CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001034524 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 10, 2021

Total Value ($000): $54,491,390 (100.0% shares, 0.0% debt)

Holdings (91)

META FACEBOOK INC 8.2%
Value ($000) $4,491,595 Shares 13,234,318 Est. Cost $169.30 Unrealized +111.3%
GOOG ALPHABET INC 7.6%
Value ($000) $4,147,822 Shares 1,556,225 Est. Cost $49.81 Unrealized +174.7%
AMZN AMAZON COM INC 7.0%
Value ($000) $3,787,346 Shares 1,152,907 Est. Cost $164.38 Unrealized +4.9%
ADBE ADOBE SYSTEMS INCORPORATED 6.0%
Value ($000) $3,284,135 Shares 5,704,396 Est. Cost $193.85 Unrealized +224.7%
MSFT MICROSOFT CORP 5.2%
Value ($000) $2,830,581 Shares 10,040,370 Est. Cost $102.80 Unrealized +173.1%
MA MASTERCARD INCORPORATED 4.9%
Value ($000) $2,657,098 Shares 7,642,367 Est. Cost $235.29 Unrealized +50.8%
CRM SALESFORCE COM INC 4.9%
Value ($000) $2,651,879 Shares 9,777,594 Est. Cost $181.55 Unrealized +38.2%
ABT ABBOTT LABS 4.8%
Value ($000) $2,600,360 Shares 22,012,696 Est. Cost $79.84 Unrealized +42.1%
V VISA INC 4.5%
Value ($000) $2,430,226 Shares 10,910,106 Est. Cost $112.20 Unrealized +102.3%
ACN ACCENTURE PLC IRELAND 3.9%
Value ($000) $2,150,996 Shares 6,723,544 Est. Cost $122.55 Unrealized +149.3%
ADSK AUTODESK INC 3.6%
Value ($000) $1,966,921 Shares 6,897,362 Est. Cost $210.28 Unrealized +45.6%
NOW SERVICENOW INC 3.5%
Value ($000) $1,908,660 Shares 3,067,253 Est. Cost $61.80 Unrealized +95.9%
ZTS ZOETIS INC 3.4%
Value ($000) $1,860,371 Shares 9,582,626 Est. Cost $85.99 Unrealized +125.3%
PYPL PAYPAL HLDGS INC 3.3%
Value ($000) $1,789,896 Shares 6,878,660 Est. Cost $112.35 Unrealized +151.9%
ABNB AIRBNB INC 2.9%
Value ($000) $1,599,368 Shares 9,534,237 Est. Cost $152.75 Unrealized 0.0%
NFLX NETFLIX INC 2.9%
Value ($000) $1,596,125 Shares 2,615,141 Est. Cost $53.11 Unrealized +3.6%
GOOGL ALPHABET INC 2.8%
Value ($000) $1,537,982 Shares 575,265 Est. Cost $57.98 Unrealized +132.9%
UNH UNITEDHEALTH GROUP INC 2.7%
Value ($000) $1,487,537 Shares 3,806,974 Est. Cost $288.33 Unrealized +33.5%
SBUX STARBUCKS CORP 2.6%
Value ($000) $1,434,071 Shares 13,000,370 Est. Cost $58.05 Unrealized +82.1%
IT GARTNER INC 2.5%
Value ($000) $1,370,250 Shares 4,509,180 Est. Cost $102.90 Unrealized +181.8%
NKE NIKE INC 2.1%
Value ($000) $1,165,417 Shares 8,024,628 Est. Cost $59.47 Unrealized +156.5%
ALGN ALIGN TECHNOLOGY INC 2.0%
Value ($000) $1,102,222 Shares 1,656,405 Est. Cost $183.42 Unrealized +270.2%
ISRG INTUITIVE SURGICAL INC 2.0%
Value ($000) $1,092,490 Shares 1,098,919 Est. Cost $228.49 Unrealized +47.0%
ILMN ILLUMINA INC 1.9%
Value ($000) $1,028,659 Shares 2,536,079 Est. Cost $332.72 Unrealized +38.2%
MSCI MSCI INC 1.5%
Value ($000) $841,635 Shares 1,383,494 Est. Cost $226.95 Unrealized +156.9%
ICLR ICON PLC 0.8%
Value ($000) $434,914 Shares 1,659,850 Est. Cost $208.14 Unrealized +16.8%
AON AON PLC 0.5%
Value ($000) $292,127 Shares 1,022,244 Est. Cost $221.54 Unrealized +17.5%
MDT MEDTRONIC PLC 0.2%
Value ($000) $127,003 Shares 1,013,186 Est. Cost $90.26 Unrealized +25.7%
SAP SAP SE 0.2%
Value ($000) $106,988 Shares 792,271 Est. Cost $131.51 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $71,205 Shares 480,951 Est. Cost $220.50 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $58,686 Shares 78,762 Est. Cost $714.62 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $55,670 Shares 278,462 Est. Cost $98.19 Unrealized +91.2%
UNILEVER PLC 0.1%
Value ($000) $28,992 Shares 534,704 Est. Cost $58.72 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $28,960 Shares 17,244 Est. Cost $1486.79 Unrealized +16.5%
SHOP SHOPIFY INC 0.0%
Value ($000) $25,707 Shares 18,961 Est. Cost $124.71 Unrealized +20.2%
GSHD GOOSEHEAD INS INC 0.0%
Value ($000) $24,213 Shares 158,994 Est. Cost $111.41 Unrealized +21.0%
GLOB GLOBANT S A 0.0%
Value ($000) $23,456 Shares 83,472 Est. Cost $146.84 Unrealized +86.9%
DAVA ENDAVA PLC 0.0%
Value ($000) $20,795 Shares 153,075 Est. Cost $85.27 Unrealized
WING WINGSTOP INC 0.0%
Value ($000) $20,494 Shares 125,015 Est. Cost $127.08 Unrealized +33.4%
FOXF FOX FACTORY HLDG CORP 0.0%
Value ($000) $19,962 Shares 138,109 Est. Cost $88.87 Unrealized +72.8%
RVLV REVOLVE GROUP INC 0.0%
Value ($000) $18,494 Shares 299,407 Est. Cost $22.04 Unrealized +195.4%
IWF ISHARES TR 0.0%
Value ($000) $18,016 Shares 65,743 Est. Cost $232.90 Unrealized
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $17,891 Shares 94,522 Est. Cost $124.17 Unrealized +46.9%
PGNY PROGYNY INC 0.0%
Value ($000) $17,243 Shares 307,911 Est. Cost $49.15 Unrealized +12.4%
EXPO EXPONENT INC 0.0%
Value ($000) $16,933 Shares 149,651 Est. Cost $75.76 Unrealized +35.1%
OLO INC 0.0%
Value ($000) $14,820 Shares 493,499 Est. Cost $30.03 Unrealized
BL BLACKLINE INC 0.0%
Value ($000) $14,386 Shares 121,850 Est. Cost $94.42 Unrealized +21.7%
DUCK CREEK TECHNOLOGIES INC 0.0%
Value ($000) $14,376 Shares 324,956 Est. Cost $44.82 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $13,494 Shares 64,887 Est. Cost $89.78 Unrealized +125.9%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $13,391 Shares 145,396 Est. Cost $57.67 Unrealized +40.2%
YETI YETI HLDGS INC 0.0%
Value ($000) $13,098 Shares 152,858 Est. Cost $51.79 Unrealized +86.9%
AMN AMN HEALTHCARE SVCS INC 0.0%
Value ($000) $13,051 Shares 113,730 Est. Cost $65.13 Unrealized +62.8%
TRUP TRUPANION INC 0.0%
Value ($000) $12,858 Shares 165,548 Est. Cost $87.89 Unrealized +12.2%
ALRM ALARM COM HLDGS INC 0.0%
Value ($000) $12,496 Shares 159,811 Est. Cost $64.68 Unrealized +27.8%
APPF APPFOLIO INC 0.0%
Value ($000) $12,081 Shares 100,342 Est. Cost $135.48 Unrealized -4.1%
HELE HELEN OF TROY LTD 0.0%
Value ($000) $10,390 Shares 46,245 Est. Cost $191.38 Unrealized +19.6%
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $10,106 Shares 36,041 Est. Cost $151.40 Unrealized +58.7%
QLYS QUALYS INC 0.0%
Value ($000) $8,623 Shares 77,483 Est. Cost $105.88 Unrealized +3.5%
ALTAIR ENGR INC 0.0%
Value ($000) $8,220 Shares 119,227 Est. Cost $48.34 Unrealized
MBUU MALIBU BOATS INC 0.0%
Value ($000) $7,314 Shares 104,522 Est. Cost $61.87 Unrealized +21.4%
SLP SIMULATIONS PLUS INC 0.0%
Value ($000) $7,034 Shares 178,076 Est. Cost $63.30 Unrealized -29.2%
DT DYNATRACE INC 0.0%
Value ($000) $6,096 Shares 85,901 Est. Cost $42.35 Unrealized +54.8%
CATH GLOBAL X FDS 0.0%
Value ($000) $5,386 Shares 99,879 Est. Cost $53.93 Unrealized
RH RH 0.0%
Value ($000) $4,866 Shares 7,296 Est. Cost $688.27 Unrealized 0.0%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $4,683 Shares 9,446 Est. Cost $351.68 Unrealized +24.2%
TTD THE TRADE DESK INC 0.0%
Value ($000) $3,622 Shares 51,515 Est. Cost $64.36 Unrealized +20.1%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $3,499 Shares 7,629 Est. Cost $477.57 Unrealized 0.0%
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $3,356 Shares 27,328 Est. Cost $134.46 Unrealized
TREX TREX CO INC 0.0%
Value ($000) $3,280 Shares 32,176 Est. Cost $61.96 Unrealized +68.8%
CDW CDW CORP 0.0%
Value ($000) $3,249 Shares 17,852 Est. Cost $129.29 Unrealized +38.4%
CPRT COPART INC 0.0%
Value ($000) $2,811 Shares 20,265 Est. Cost $29.41 Unrealized +21.5%
EPAM EPAM SYS INC 0.0%
Value ($000) $2,661 Shares 4,664 Est. Cost $588.43 Unrealized 0.0%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $2,630 Shares 6,436 Est. Cost $222.70 Unrealized +92.3%
NBIS YANDEX N V 0.0%
Value ($000) $2,555 Shares 32,063 Est. Cost $64.34 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $2,458 Shares 6,176 Est. Cost $475.61 Unrealized 0.0%
FTCHQ FARFETCH LTD 0.0%
Value ($000) $2,323 Shares 61,970 Est. Cost $46.72 Unrealized -5.2%
HEI HEICO CORP NEW 0.0%
Value ($000) $2,120 Shares 16,074 Est. Cost $123.95 Unrealized +6.2%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $1,304 Shares 2,155 Est. Cost $617.39 Unrealized 0.0%
KARO KAROOOOO LTD 0.0%
Value ($000) $1,139 Shares 38,584 Est. Cost $32.46 Unrealized -6.2%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $1,110 Shares 5,234 Est. Cost $210.44 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $812 Shares 2,707 Est. Cost $193.76 Unrealized +57.6%
ACWX ISHARES TR 0.0%
Value ($000) $710 Shares 12,817 Est. Cost $56.62 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $632 Shares 1,035 Est. Cost $40.03 Unrealized 0.0%
ATHM AUTOHOME INC 0.0%
Value ($000) $516 Shares 10,995 Est. Cost $46.93 Unrealized
TME TENCENT MUSIC ENTMT GROUP 0.0%
Value ($000) $508 Shares 70,049 Est. Cost $17.43 Unrealized
TPLC TIMOTHY PLAN 0.0%
Value ($000) $448 Shares 12,865 Est. Cost $32.96 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $380 Shares 3,807 Est. Cost $101.03 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $367 Shares 4,216 Est. Cost $83.33 Unrealized 0.0%
TPIF TIMOTHY PLAN 0.0%
Value ($000) $338 Shares 11,897 Est. Cost $28.94 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $318 Shares 134 Est. Cost $2206.84 Unrealized 0.0%
TAL TAL EDUCATION GROUP 0.0%
Value ($000) $84 Shares 17,340 Est. Cost $25.20 Unrealized