POLEN CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001034524 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 12, 2022

Total Value ($000): $51,274,260 (99.9% shares, 0.1% debt)

Holdings (91)

AMZN AMAZON COM INC 9.2%
Value ($000) $4,701,148 Shares 1,442,092 Est. Cost $165.86 Unrealized -6.8%
GOOG ALPHABET INC 8.1%
Value ($000) $4,130,070 Shares 1,478,727 Est. Cost $52.10 Unrealized +159.0%
ADBE ADOBE SYSTEMS INCORPORATED 5.9%
Value ($000) $3,035,586 Shares 6,662,539 Est. Cost $246.57 Unrealized +95.1%
MSFT MICROSOFT CORP 5.9%
Value ($000) $3,018,695 Shares 9,791,102 Est. Cost $105.35 Unrealized +176.6%
META META PLATFORMS INC 5.7%
Value ($000) $2,927,505 Shares 13,165,612 Est. Cost $185.61 Unrealized +33.7%
V VISA INC 5.6%
Value ($000) $2,881,542 Shares 12,993,382 Est. Cost $127.80 Unrealized +64.4%
MA MASTERCARD INCORPORATED 5.5%
Value ($000) $2,834,942 Shares 7,932,570 Est. Cost $240.14 Unrealized +46.4%
ABT ABBOTT LABS 5.2%
Value ($000) $2,654,025 Shares 22,423,328 Est. Cost $80.77 Unrealized +42.8%
ABNB AIRBNB INC 4.3%
Value ($000) $2,224,897 Shares 12,953,525 Est. Cost $154.98 Unrealized +2.8%
CRM SALESFORCE COM INC 4.2%
Value ($000) $2,139,766 Shares 10,078,023 Est. Cost $184.51 Unrealized +15.2%
ACN ACCENTURE PLC IRELAND 3.9%
Value ($000) $2,019,557 Shares 5,988,665 Est. Cost $122.55 Unrealized +159.9%
UNH UNITEDHEALTH GROUP INC 3.7%
Value ($000) $1,918,901 Shares 3,762,772 Est. Cost $290.76 Unrealized +55.2%
NFLX NETFLIX INC 3.7%
Value ($000) $1,875,021 Shares 5,005,530 Est. Cost $47.98 Unrealized -13.2%
ADSK AUTODESK INC 3.6%
Value ($000) $1,854,152 Shares 8,650,112 Est. Cost $217.08 Unrealized +6.1%
NOW SERVICENOW INC 3.5%
Value ($000) $1,792,963 Shares 3,219,600 Est. Cost $64.69 Unrealized +73.2%
PYPL PAYPAL HLDGS INC 2.9%
Value ($000) $1,493,236 Shares 12,911,679 Est. Cost $125.72 Unrealized +5.6%
ZTS ZOETIS INC 2.5%
Value ($000) $1,264,755 Shares 6,706,372 Est. Cost $88.99 Unrealized +113.8%
NKE NIKE INC 2.2%
Value ($000) $1,115,941 Shares 8,293,257 Est. Cost $61.66 Unrealized +114.0%
ISRG INTUITIVE SURGICAL INC 2.1%
Value ($000) $1,077,505 Shares 3,571,683 Est. Cost $306.11 Unrealized -4.6%
IT GARTNER INC 2.0%
Value ($000) $1,010,531 Shares 3,397,198 Est. Cost $107.02 Unrealized +170.6%
ILMN ILLUMINA INC 1.8%
Value ($000) $919,331 Shares 2,631,171 Est. Cost $334.92 Unrealized +0.9%
ALGN ALIGN TECHNOLOGY INC 1.6%
Value ($000) $816,077 Shares 1,871,737 Est. Cost $228.39 Unrealized +113.1%
DOCU DOCUSIGN INC 1.2%
Value ($000) $594,708 Shares 5,551,792 Est. Cost $191.01 Unrealized -39.9%
GOOGL ALPHABET INC 1.0%
Value ($000) $496,335 Shares 178,451 Est. Cost $60.49 Unrealized +122.8%
MSCI MSCI INC 0.8%
Value ($000) $430,695 Shares 856,456 Est. Cost $235.51 Unrealized +110.8%
ICLR ICON PLC 0.7%
Value ($000) $378,706 Shares 1,557,050 Est. Cost $208.14 Unrealized +20.4%
AON AON PLC 0.6%
Value ($000) $320,647 Shares 984,696 Est. Cost $222.88 Unrealized +26.9%
IWF ISHARES TR 0.6%
Value ($000) $308,895 Shares 1,112,613 Est. Cost $279.35 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $105,379 Shares 949,789 Est. Cost $90.26 Unrealized +3.8%
SAP SAP SE 0.2%
Value ($000) $103,267 Shares 930,669 Est. Cost $129.01 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $77,311 Shares 849,854 Est. Cost $58.64 Unrealized +46.6%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $58,366 Shares 256,507 Est. Cost $98.19 Unrealized +100.5%
FORUM ENERGY TECHNOLOGIES IN 0.1%
Value ($000) $56,103 Shares 1,533,494 Est. Cost $36.59 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $53,134 Shares 79,550 Est. Cost $716.65 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $51,493 Shares 43,290 Est. Cost $1436.03 Unrealized -24.2%
GLOB GLOBANT S A 0.1%
Value ($000) $41,451 Shares 158,168 Est. Cost $225.60 Unrealized +12.4%
SHOP SHOPIFY INC 0.1%
Value ($000) $37,112 Shares 54,902 Est. Cost $96.85 Unrealized -15.2%
ACWX ISHARES TR 0.1%
Value ($000) $27,615 Shares 528,305 Est. Cost $55.62 Unrealized
UNILEVER PLC 0.0%
Value ($000) $24,784 Shares 543,872 Est. Cost $58.18 Unrealized
DAVA ENDAVA PLC 0.0%
Value ($000) $23,085 Shares 173,533 Est. Cost $91.40 Unrealized
RVLV REVOLVE GROUP INC 0.0%
Value ($000) $22,060 Shares 410,877 Est. Cost $33.88 Unrealized +49.9%
FOXF FOX FACTORY HLDG CORP 0.0%
Value ($000) $19,218 Shares 196,203 Est. Cost $106.92 Unrealized +15.5%
PGNY PROGYNY INC 0.0%
Value ($000) $18,934 Shares 368,359 Est. Cost $50.53 Unrealized -15.3%
YETI YETI HLDGS INC 0.0%
Value ($000) $18,084 Shares 301,494 Est. Cost $64.94 Unrealized -0.6%
TRUP TRUPANION INC 0.0%
Value ($000) $17,670 Shares 198,273 Est. Cost $93.66 Unrealized -1.8%
GSHD GOOSEHEAD INS INC 0.0%
Value ($000) $16,973 Shares 216,022 Est. Cost $111.56 Unrealized -20.4%
QLYS QUALYS INC 0.0%
Value ($000) $16,358 Shares 114,864 Est. Cost $112.99 Unrealized +13.0%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $15,331 Shares 174,617 Est. Cost $66.00 Unrealized +45.2%
WRBY WARBY PARKER INC 0.0%
Value ($000) $14,802 Shares 437,794 Est. Cost $46.89 Unrealized -31.0%
AMN AMN HEALTHCARE SVCS INC 0.0%
Value ($000) $14,365 Shares 137,691 Est. Cost $75.35 Unrealized +37.8%
APPF APPFOLIO INC 0.0%
Value ($000) $13,689 Shares 120,919 Est. Cost $133.67 Unrealized -13.8%
ALRM ALARM COM HLDGS INC 0.0%
Value ($000) $12,714 Shares 191,301 Est. Cost $68.11 Unrealized +3.9%
WING WINGSTOP INC 0.0%
Value ($000) $12,080 Shares 102,941 Est. Cost $135.23 Unrealized +4.8%
DUCK CREEK TECHNOLOGIES INC 0.0%
Value ($000) $11,523 Shares 520,952 Est. Cost $38.90 Unrealized
BL BLACKLINE INC 0.0%
Value ($000) $11,327 Shares 154,697 Est. Cost $99.51 Unrealized -18.7%
SKILLSOFT CORP 0.0%
Value ($000) $10,679 Shares 1,768,064 Est. Cost $6.04 Unrealized
OLO INC 0.0%
Value ($000) $9,867 Shares 744,672 Est. Cost $26.51 Unrealized
FTCHQ FARFETCH LTD 0.0%
Value ($000) $9,460 Shares 625,659 Est. Cost $22.90 Unrealized -15.4%
ALTAIR ENGR INC 0.0%
Value ($000) $9,289 Shares 144,236 Est. Cost $54.79 Unrealized
CATH GLOBAL X FDS 0.0%
Value ($000) $8,020 Shares 143,837 Est. Cost $55.46 Unrealized
MBUU MALIBU BOATS INC 0.0%
Value ($000) $7,439 Shares 128,245 Est. Cost $63.81 Unrealized +1.0%
HLNE HAMILTON LANE INC 0.0%
Value ($000) $7,425 Shares 96,064 Est. Cost $83.37 Unrealized 0.0%
BMBL BUMBLE INC 0.0%
Value ($000) $7,392 Shares 255,081 Est. Cost $27.65 Unrealized 0.0%
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $6,315 Shares 30,690 Est. Cost $167.24 Unrealized +21.0%
CMRC BIGCOMMERCE HLDGS INC 0.0%
Value ($000) $6,256 Shares 285,540 Est. Cost $47.05 Unrealized -43.0%
HELE HELEN OF TROY LTD 0.0%
Value ($000) $5,973 Shares 30,498 Est. Cost $200.39 Unrealized +5.1%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $5,354 Shares 15,457 Est. Cost $364.06 Unrealized -9.7%
DT DYNATRACE INC 0.0%
Value ($000) $5,163 Shares 109,608 Est. Cost $43.59 Unrealized +8.0%
ETSY ETSY INC 0.0%
Value ($000) $4,471 Shares 35,976 Est. Cost $104.79 Unrealized +41.9%
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $4,199 Shares 25,392 Est. Cost $138.98 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $4,130 Shares 8,853 Est. Cost $461.30 Unrealized +2.3%
RH RH 0.0%
Value ($000) $3,939 Shares 12,081 Est. Cost $627.48 Unrealized -36.2%
ACWI ISHARES TR 0.0%
Value ($000) $3,887 Shares 38,955 Est. Cost $105.56 Unrealized
CPRT COPART INC 0.0%
Value ($000) $2,912 Shares 23,208 Est. Cost $30.20 Unrealized +5.1%
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $2,851 Shares 35,201 Est. Cost $104.96 Unrealized -3.5%
TREX TREX CO INC 0.0%
Value ($000) $2,686 Shares 41,114 Est. Cost $70.41 Unrealized +26.5%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $2,642 Shares 5,939 Est. Cost $484.76 Unrealized -7.3%
FIVE FIVE BELOW INC 0.0%
Value ($000) $2,529 Shares 15,972 Est. Cost $166.79 Unrealized 0.0%
TTD THE TRADE DESK INC 0.0%
Value ($000) $2,513 Shares 36,285 Est. Cost $64.63 Unrealized +11.8%
KARO KAROOOOO LTD 0.0%
Value ($000) $1,221 Shares 41,184 Est. Cost $32.32 Unrealized -9.6%
TPLC TIMOTHY PLAN 0.0%
Value ($000) $1,146 Shares 31,492 Est. Cost $36.56 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $966 Shares 1,383 Est. Cost $617.39 Unrealized +1.9%
TME TENCENT MUSIC ENTMT GROUP 0.0%
Value ($000) $928 Shares 190,639 Est. Cost $9.98 Unrealized
LUXE MYT NETHERLANDS PARENT B V 0.0%
Value ($000) $759 Shares 62,029 Est. Cost $20.24 Unrealized
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $745 Shares 4,555 Est. Cost $141.26 Unrealized +16.7%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $709 Shares 1,035 Est. Cost $40.03 Unrealized +11.6%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $637 Shares 2,863 Est. Cost $210.44 Unrealized -5.5%
EXPO EXPONENT INC 0.0%
Value ($000) $485 Shares 4,486 Est. Cost $83.15 Unrealized +10.5%
ORCL ORACLE CORP 0.0%
Value ($000) $349 Shares 4,216 Est. Cost $83.33 Unrealized -7.6%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $315 Shares 134 Est. Cost $2206.84 Unrealized +4.1%
IWM ISHARES TR 0.0%
Value ($000) $249 Shares 1,215 Est. Cost $204.94 Unrealized