POLEN CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001034524 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 11, 2022

Total Value ($000): $59,532,156 (100.0% shares, 0.0% debt)

Holdings (92)

AMZN AMAZON COM INC 8.3%
Value ($000) $4,912,640 Shares 1,473,347 Est. Cost $165.86 Unrealized +3.2%
GOOG ALPHABET INC 7.8%
Value ($000) $4,615,936 Shares 1,595,228 Est. Cost $52.10 Unrealized +175.4%
META META PLATFORMS INC 5.9%
Value ($000) $3,512,426 Shares 10,442,770 Est. Cost $169.30 Unrealized +94.7%
MSFT MICROSOFT CORP 5.7%
Value ($000) $3,418,101 Shares 10,163,241 Est. Cost $105.35 Unrealized +197.5%
ABT ABBOTT LABS 5.3%
Value ($000) $3,173,878 Shares 22,551,358 Est. Cost $80.77 Unrealized +47.0%
ADBE ADOBE SYSTEMS INCORPORATED 5.2%
Value ($000) $3,084,741 Shares 5,439,885 Est. Cost $193.85 Unrealized +222.4%
MA MASTERCARD INCORPORATED 4.8%
Value ($000) $2,882,336 Shares 8,021,640 Est. Cost $240.14 Unrealized +40.7%
ACN ACCENTURE PLC IRELAND 4.7%
Value ($000) $2,792,568 Shares 6,736,383 Est. Cost $122.55 Unrealized +180.1%
CRM SALESFORCE COM INC 4.3%
Value ($000) $2,563,792 Shares 10,088,504 Est. Cost $184.51 Unrealized +50.5%
V VISA INC 4.2%
Value ($000) $2,490,711 Shares 11,493,290 Est. Cost $117.06 Unrealized +77.8%
ZTS ZOETIS INC 4.0%
Value ($000) $2,396,323 Shares 9,819,787 Est. Cost $88.99 Unrealized +136.5%
ADSK AUTODESK INC 3.4%
Value ($000) $2,048,439 Shares 7,284,891 Est. Cost $214.60 Unrealized +35.8%
NOW SERVICENOW INC 3.4%
Value ($000) $2,046,134 Shares 3,152,215 Est. Cost $63.68 Unrealized +106.2%
UNH UNITEDHEALTH GROUP INC 3.3%
Value ($000) $1,947,021 Shares 3,877,447 Est. Cost $290.76 Unrealized +45.2%
GOOGL ALPHABET INC 2.9%
Value ($000) $1,717,464 Shares 592,834 Est. Cost $60.49 Unrealized +136.3%
ABNB AIRBNB INC 2.8%
Value ($000) $1,652,211 Shares 9,923,783 Est. Cost $153.67 Unrealized +14.6%
NFLX NETFLIX INC 2.7%
Value ($000) $1,623,523 Shares 2,694,913 Est. Cost $53.43 Unrealized +19.6%
SBUX STARBUCKS CORP 2.6%
Value ($000) $1,541,553 Shares 13,179,043 Est. Cost $58.64 Unrealized +74.3%
IT GARTNER INC 2.6%
Value ($000) $1,536,441 Shares 4,595,720 Est. Cost $107.02 Unrealized +200.5%
PYPL PAYPAL HLDGS INC 2.4%
Value ($000) $1,409,206 Shares 7,472,721 Est. Cost $120.58 Unrealized +79.0%
NKE NIKE INC 2.3%
Value ($000) $1,368,989 Shares 8,213,772 Est. Cost $61.66 Unrealized +150.6%
ISRG INTUITIVE SURGICAL INC 2.1%
Value ($000) $1,224,106 Shares 3,406,918 Est. Cost $306.78 Unrealized +12.2%
ALGN ALIGN TECHNOLOGY INC 2.0%
Value ($000) $1,167,939 Shares 1,777,198 Est. Cost $214.65 Unrealized +199.5%
ILMN ILLUMINA INC 1.7%
Value ($000) $1,012,998 Shares 2,662,702 Est. Cost $334.92 Unrealized +13.1%
MSCI MSCI INC 1.5%
Value ($000) $867,589 Shares 1,416,033 Est. Cost $235.51 Unrealized +154.5%
DOCU DOCUSIGN INC 1.0%
Value ($000) $569,412 Shares 3,738,508 Est. Cost $227.99 Unrealized 0.0%
ICLR ICON PLC 0.8%
Value ($000) $491,419 Shares 1,586,759 Est. Cost $208.14 Unrealized +34.4%
AON AON PLC 0.5%
Value ($000) $313,306 Shares 1,042,408 Est. Cost $222.88 Unrealized +30.5%
SAP SAP SE 0.2%
Value ($000) $113,470 Shares 809,865 Est. Cost $131.70 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $104,116 Shares 1,006,439 Est. Cost $90.26 Unrealized +13.0%
IWF ISHARES TR 0.1%
Value ($000) $73,165 Shares 239,423 Est. Cost $285.63 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $67,112 Shares 272,171 Est. Cost $98.19 Unrealized +111.1%
ASML ASML HOLDING N V 0.1%
Value ($000) $64,304 Shares 80,770 Est. Cost $716.65 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $60,977 Shares 45,222 Est. Cost $1436.03 Unrealized -2.2%
GLOB GLOBANT S A 0.1%
Value ($000) $55,601 Shares 177,024 Est. Cost $225.60 Unrealized +31.2%
ACWX ISHARES TR 0.1%
Value ($000) $32,129 Shares 577,855 Est. Cost $55.62 Unrealized
FOXF FOX FACTORY HLDG CORP 0.0%
Value ($000) $29,422 Shares 172,966 Est. Cost $104.70 Unrealized +59.9%
UNILEVER PLC 0.0%
Value ($000) $28,039 Shares 521,260 Est. Cost $58.72 Unrealized
TRUP TRUPANION INC 0.0%
Value ($000) $27,378 Shares 207,364 Est. Cost $93.66 Unrealized +24.4%
WING WINGSTOP INC 0.0%
Value ($000) $27,036 Shares 156,459 Est. Cost $135.23 Unrealized +24.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $26,172 Shares 19,001 Est. Cost $124.71 Unrealized +17.2%
DAVA ENDAVA PLC 0.0%
Value ($000) $26,123 Shares 155,570 Est. Cost $86.59 Unrealized
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $25,730 Shares 118,225 Est. Cost $141.26 Unrealized +48.2%
GSHD GOOSEHEAD INS INC 0.0%
Value ($000) $23,826 Shares 183,163 Est. Cost $115.64 Unrealized +24.1%
EXPO EXPONENT INC 0.0%
Value ($000) $21,983 Shares 188,320 Est. Cost $83.15 Unrealized +34.4%
RVLV REVOLVE GROUP INC 0.0%
Value ($000) $21,540 Shares 384,363 Est. Cost $32.71 Unrealized +114.9%
PGNY PROGYNY INC 0.0%
Value ($000) $19,429 Shares 385,879 Est. Cost $50.53 Unrealized +10.8%
YETI YETI HLDGS INC 0.0%
Value ($000) $18,949 Shares 228,774 Est. Cost $65.06 Unrealized +41.1%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $18,855 Shares 182,141 Est. Cost $66.00 Unrealized +50.0%
AMN AMN HEALTHCARE SVCS INC 0.0%
Value ($000) $17,896 Shares 146,291 Est. Cost $75.35 Unrealized +47.3%
ALRM ALARM COM HLDGS INC 0.0%
Value ($000) $16,943 Shares 199,775 Est. Cost $68.11 Unrealized +20.1%
BL BLACKLINE INC 0.0%
Value ($000) $16,522 Shares 159,576 Est. Cost $99.51 Unrealized +16.5%
DUCK CREEK TECHNOLOGIES INC 0.0%
Value ($000) $16,377 Shares 543,916 Est. Cost $38.90 Unrealized
APPF APPFOLIO INC 0.0%
Value ($000) $15,328 Shares 126,611 Est. Cost $133.67 Unrealized -5.2%
WRBY WARBY PARKER INC 0.0%
Value ($000) $15,065 Shares 323,557 Est. Cost $52.03 Unrealized 0.0%
OLO INC 0.0%
Value ($000) $14,661 Shares 704,500 Est. Cost $27.27 Unrealized
HELE HELEN OF TROY LTD 0.0%
Value ($000) $14,080 Shares 57,592 Est. Cost $200.39 Unrealized +18.3%
QLYS QUALYS INC 0.0%
Value ($000) $13,677 Shares 99,669 Est. Cost $110.75 Unrealized +15.4%
ALTAIR ENGR INC 0.0%
Value ($000) $11,859 Shares 153,381 Est. Cost $54.79 Unrealized
CMRC BIGCOMMERCE HLDGS INC 0.0%
Value ($000) $10,742 Shares 303,717 Est. Cost $47.05 Unrealized 0.0%
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $9,886 Shares 41,861 Est. Cost $167.24 Unrealized +58.6%
MBUU MALIBU BOATS INC 0.0%
Value ($000) $9,364 Shares 136,241 Est. Cost $63.81 Unrealized +10.0%
ACWI ISHARES TR 0.0%
Value ($000) $8,666 Shares 81,927 Est. Cost $105.56 Unrealized
CATH GLOBAL X FDS 0.0%
Value ($000) $8,514 Shares 144,531 Est. Cost $55.46 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $5,869 Shares 26,807 Est. Cost $89.78 Unrealized +168.3%
RH RH 0.0%
Value ($000) $5,516 Shares 10,292 Est. Cost $667.00 Unrealized -7.8%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $5,001 Shares 9,297 Est. Cost $484.76 Unrealized +6.8%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $4,932 Shares 11,880 Est. Cost $374.71 Unrealized +23.9%
DT DYNATRACE INC 0.0%
Value ($000) $4,879 Shares 80,853 Est. Cost $42.35 Unrealized +60.9%
TREX TREX CO INC 0.0%
Value ($000) $4,805 Shares 35,581 Est. Cost $67.51 Unrealized +77.8%
CDW CDW CORP 0.0%
Value ($000) $4,043 Shares 19,742 Est. Cost $134.20 Unrealized +34.5%
CPRT COPART INC 0.0%
Value ($000) $3,398 Shares 22,409 Est. Cost $30.15 Unrealized +23.1%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $3,356 Shares 7,739 Est. Cost $459.74 Unrealized -13.6%
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $3,300 Shares 21,682 Est. Cost $134.46 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $3,214 Shares 35,071 Est. Cost $64.36 Unrealized +36.1%
FTCHQ FARFETCH LTD 0.0%
Value ($000) $3,065 Shares 91,689 Est. Cost $43.49 Unrealized -15.5%
EPAM EPAM SYS INC 0.0%
Value ($000) $2,258 Shares 3,378 Est. Cost $588.43 Unrealized +9.4%
NBIS YANDEX N V 0.0%
Value ($000) $2,149 Shares 35,513 Est. Cost $63.97 Unrealized
KARO KAROOOOO LTD 0.0%
Value ($000) $1,679 Shares 41,184 Est. Cost $32.32 Unrealized -6.2%
TPLC TIMOTHY PLAN 0.0%
Value ($000) $1,330 Shares 34,353 Est. Cost $36.56 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $1,224 Shares 1,938 Est. Cost $617.39 Unrealized -1.0%
LUXE MYT NETHERLANDS PARENT B V 0.0%
Value ($000) $1,173 Shares 55,300 Est. Cost $21.21 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $976 Shares 4,138 Est. Cost $210.44 Unrealized -1.9%
TME TENCENT MUSIC ENTMT GROUP 0.0%
Value ($000) $809 Shares 118,139 Est. Cost $13.12 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $731 Shares 1,035 Est. Cost $40.03 Unrealized +8.1%
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $610 Shares 4,689 Est. Cost $128.84 Unrealized 0.0%
ORCL ORACLE CORP 0.0%
Value ($000) $368 Shares 4,216 Est. Cost $83.33 Unrealized +6.7%
TPIF TIMOTHY PLAN 0.0%
Value ($000) $353 Shares 12,139 Est. Cost $28.95 Unrealized
ATHM AUTOHOME INC 0.0%
Value ($000) $324 Shares 10,995 Est. Cost $46.93 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $321 Shares 134 Est. Cost $2206.84 Unrealized +5.7%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $267 Shares 2,244 Est. Cost $220.50 Unrealized
TAL TAL EDUCATION GROUP 0.0%
Value ($000) $68 Shares 17,340 Est. Cost $25.20 Unrealized