POLEN CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001034524 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 10, 2022

Total Value ($000): $37,931,832 (99.9% shares, 0.1% debt)

Holdings (84)

AMZN AMAZON COM INC 10.5%
Value ($000) $3,989,312 Shares 37,560,605 Est. Cost $126.70 Unrealized -1.2%
GOOG ALPHABET INC 8.2%
Value ($000) $3,120,006 Shares 1,426,321 Est. Cost $52.10 Unrealized +125.1%
ADBE ADOBE SYSTEMS INCORPORATED 6.6%
Value ($000) $2,509,293 Shares 6,854,867 Est. Cost $251.07 Unrealized +62.1%
V VISA INC 6.5%
Value ($000) $2,456,899 Shares 12,478,536 Est. Cost $127.80 Unrealized +57.3%
MSFT MICROSOFT CORP 6.4%
Value ($000) $2,431,942 Shares 9,469,074 Est. Cost $105.35 Unrealized +150.1%
MA MASTERCARD INCORPORATED 6.4%
Value ($000) $2,411,007 Shares 7,642,344 Est. Cost $240.14 Unrealized +40.5%
META META PLATFORMS INC 5.6%
Value ($000) $2,126,311 Shares 13,186,427 Est. Cost $185.61 Unrealized +3.2%
ABT ABBOTT LABS 4.4%
Value ($000) $1,670,287 Shares 15,373,096 Est. Cost $80.77 Unrealized +31.4%
CRM SALESFORCE INC 4.3%
Value ($000) $1,622,166 Shares 9,828,924 Est. Cost $184.51 Unrealized -5.4%
ACN ACCENTURE PLC IRELAND 4.2%
Value ($000) $1,601,933 Shares 5,769,613 Est. Cost $122.55 Unrealized +132.2%
UNH UNITEDHEALTH GROUP INC 3.9%
Value ($000) $1,498,091 Shares 2,916,673 Est. Cost $290.76 Unrealized +62.0%
NOW SERVICENOW INC 3.9%
Value ($000) $1,486,482 Shares 3,126,014 Est. Cost $64.69 Unrealized +47.4%
ADSK AUTODESK INC 3.8%
Value ($000) $1,448,142 Shares 8,421,390 Est. Cost $217.08 Unrealized -11.4%
ABNB AIRBNB INC 3.0%
Value ($000) $1,141,239 Shares 12,811,398 Est. Cost $154.98 Unrealized -16.0%
ZTS ZOETIS INC 2.7%
Value ($000) $1,029,774 Shares 5,990,891 Est. Cost $88.99 Unrealized +87.4%
PYPL PAYPAL HLDGS INC 2.4%
Value ($000) $905,816 Shares 12,969,867 Est. Cost $125.72 Unrealized -31.2%
NFLX NETFLIX INC 2.2%
Value ($000) $832,969 Shares 4,763,359 Est. Cost $47.98 Unrealized -53.8%
NKE NIKE INC 2.1%
Value ($000) $814,765 Shares 7,972,260 Est. Cost $61.66 Unrealized +80.5%
IT GARTNER INC 1.9%
Value ($000) $724,349 Shares 2,995,281 Est. Cost $107.02 Unrealized +148.6%
ISRG INTUITIVE SURGICAL INC 1.8%
Value ($000) $690,121 Shares 3,438,398 Est. Cost $306.11 Unrealized -23.4%
ILMN ILLUMINA INC 1.4%
Value ($000) $514,406 Shares 2,790,228 Est. Cost $330.38 Unrealized -22.7%
DOCU DOCUSIGN INC 1.3%
Value ($000) $494,223 Shares 8,613,159 Est. Cost $151.89 Unrealized -46.7%
ALGN ALIGN TECHNOLOGY INC 1.2%
Value ($000) $454,151 Shares 1,918,921 Est. Cost $230.33 Unrealized +33.4%
GOOGL ALPHABET INC 1.0%
Value ($000) $388,464 Shares 178,255 Est. Cost $60.49 Unrealized +93.2%
ICLR ICON PLC 0.8%
Value ($000) $304,415 Shares 1,404,775 Est. Cost $208.14 Unrealized +7.7%
IWF ISHARES TR 0.7%
Value ($000) $254,546 Shares 1,163,904 Est. Cost $276.68 Unrealized
AON AON PLC 0.7%
Value ($000) $251,973 Shares 934,339 Est. Cost $222.88 Unrealized +25.6%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $85,027 Shares 404,815 Est. Cost $136.41 Unrealized +48.5%
MDT MEDTRONIC PLC 0.2%
Value ($000) $80,945 Shares 901,899 Est. Cost $90.26 Unrealized +0.1%
SAP SAP SE 0.2%
Value ($000) $74,613 Shares 822,456 Est. Cost $129.01 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $59,052 Shares 773,038 Est. Cost $58.64 Unrealized +20.0%
FORUM ENERGY TECHNOLOGIES IN 0.1%
Value ($000) $56,103 Shares 1,533,494 Est. Cost $36.59 Unrealized
GLOB GLOBANT S A 0.1%
Value ($000) $38,329 Shares 220,281 Est. Cost $219.39 Unrealized -7.2%
ASML ASML HOLDING N V 0.1%
Value ($000) $34,989 Shares 73,525 Est. Cost $716.65 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $26,563 Shares 41,709 Est. Cost $1436.03 Unrealized -39.3%
UNILEVER PLC 0.1%
Value ($000) $23,053 Shares 503,017 Est. Cost $58.18 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $16,021 Shares 512,852 Est. Cost $48.50 Unrealized -12.0%
ACWI ISHARES TR 0.0%
Value ($000) $15,011 Shares 178,941 Est. Cost $88.61 Unrealized
FOXF FOX FACTORY HLDG CORP 0.0%
Value ($000) $13,344 Shares 165,681 Est. Cost $106.92 Unrealized -21.3%
QLYS QUALYS INC 0.0%
Value ($000) $12,465 Shares 98,820 Est. Cost $112.99 Unrealized +15.9%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $11,528 Shares 146,055 Est. Cost $66.00 Unrealized +18.5%
YETI YETI HLDGS INC 0.0%
Value ($000) $11,208 Shares 259,028 Est. Cost $64.94 Unrealized -25.2%
GSHD GOOSEHEAD INS INC 0.0%
Value ($000) $10,604 Shares 232,196 Est. Cost $107.59 Unrealized -49.3%
AMN AMN HEALTHCARE SVCS INC 0.0%
Value ($000) $10,044 Shares 91,554 Est. Cost $75.35 Unrealized +31.4%
RVLV REVOLVE GROUP INC 0.0%
Value ($000) $9,919 Shares 382,830 Est. Cost $33.88 Unrealized +9.0%
ALRM ALARM COM HLDGS INC 0.0%
Value ($000) $9,910 Shares 160,207 Est. Cost $68.11 Unrealized -9.8%
FIVE FIVE BELOW INC 0.0%
Value ($000) $9,291 Shares 81,911 Est. Cost $148.31 Unrealized -3.0%
PGNY PROGYNY INC 0.0%
Value ($000) $8,990 Shares 309,470 Est. Cost $50.53 Unrealized -29.2%
BL BLACKLINE INC 0.0%
Value ($000) $8,805 Shares 132,207 Est. Cost $99.51 Unrealized -31.2%
HLNE HAMILTON LANE INC 0.0%
Value ($000) $8,704 Shares 129,556 Est. Cost $79.63 Unrealized -13.5%
DAVA ENDAVA PLC 0.0%
Value ($000) $8,194 Shares 92,827 Est. Cost $91.40 Unrealized
OLO INC 0.0%
Value ($000) $7,617 Shares 771,763 Est. Cost $25.93 Unrealized
SKILLSOFT CORP 0.0%
Value ($000) $6,754 Shares 1,768,064 Est. Cost $6.04 Unrealized
DUCK CREEK TECHNOLOGIES INC 0.0%
Value ($000) $6,504 Shares 437,998 Est. Cost $38.90 Unrealized
ALTAIR ENGR INC 0.0%
Value ($000) $6,432 Shares 122,511 Est. Cost $54.79 Unrealized
WING WINGSTOP INC 0.0%
Value ($000) $6,400 Shares 85,601 Est. Cost $135.23 Unrealized -35.6%
BMBL BUMBLE INC 0.0%
Value ($000) $6,350 Shares 225,571 Est. Cost $27.65 Unrealized -1.8%
ACWX ISHARES TR 0.0%
Value ($000) $6,346 Shares 141,015 Est. Cost $55.62 Unrealized
CATH GLOBAL X FDS 0.0%
Value ($000) $6,071 Shares 132,208 Est. Cost $55.46 Unrealized
APPF APPFOLIO INC 0.0%
Value ($000) $5,650 Shares 62,330 Est. Cost $133.67 Unrealized -24.6%
AZTA AZENTA INC 0.0%
Value ($000) $4,623 Shares 64,118 Est. Cost $74.74 Unrealized 0.0%
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $4,459 Shares 25,562 Est. Cost $167.24 Unrealized +9.0%
DOCS DOXIMITY INC 0.0%
Value ($000) $4,447 Shares 127,720 Est. Cost $39.37 Unrealized 0.0%
WRBY WARBY PARKER INC 0.0%
Value ($000) $4,139 Shares 367,609 Est. Cost $46.89 Unrealized -57.2%
HELE HELEN OF TROY LTD 0.0%
Value ($000) $4,077 Shares 25,105 Est. Cost $200.39 Unrealized -5.9%
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $4,029 Shares 33,894 Est. Cost $134.18 Unrealized 0.0%
FTCHQ FARFETCH LTD 0.0%
Value ($000) $3,871 Shares 540,614 Est. Cost $22.90 Unrealized -55.3%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $3,732 Shares 13,322 Est. Cost $364.06 Unrealized -20.5%
DT DYNATRACE INC 0.0%
Value ($000) $3,610 Shares 91,541 Est. Cost $43.59 Unrealized -8.7%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $3,081 Shares 7,684 Est. Cost $461.30 Unrealized -14.5%
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $2,116 Shares 33,616 Est. Cost $104.96 Unrealized -28.2%
CPRT COPART INC 0.0%
Value ($000) $1,976 Shares 18,188 Est. Cost $30.20 Unrealized -5.8%
TREX TREX CO INC 0.0%
Value ($000) $1,754 Shares 32,238 Est. Cost $70.41 Unrealized -14.3%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $1,674 Shares 5,036 Est. Cost $484.76 Unrealized -24.4%
TTD THE TRADE DESK INC 0.0%
Value ($000) $1,622 Shares 38,729 Est. Cost $64.01 Unrealized -14.4%
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $1,513 Shares 8,235 Est. Cost $183.73 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $1,268 Shares 17,324 Est. Cost $104.79 Unrealized -12.9%
TME TENCENT MUSIC ENTMT GROUP 0.0%
Value ($000) $1,104 Shares 219,849 Est. Cost $9.32 Unrealized
RH RH 0.0%
Value ($000) $1,072 Shares 5,050 Est. Cost $627.48 Unrealized -52.7%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $1,002 Shares 4,685 Est. Cost $244.35 Unrealized 0.0%
KARO KAROOOOO LTD 0.0%
Value ($000) $949 Shares 44,123 Est. Cost $31.77 Unrealized -24.1%
LUXE MYT NETHERLANDS PARENT B V 0.0%
Value ($000) $815 Shares 82,527 Est. Cost $17.66 Unrealized
TPLC TIMOTHY PLAN 0.0%
Value ($000) $687 Shares 21,968 Est. Cost $36.56 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $294 Shares 4,783 Est. Cost $91.37 Unrealized 0.0%