POLEN CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001034524 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 4, 2022

Total Value ($000): $35,758,340 (99.8% shares, 0.2% debt)

Holdings (85)

AMZN AMAZON COM INC 11.8%
Value ($000) $4,207,878 Shares 37,237,857 Est. Cost $126.70 Unrealized -0.2%
GOOG ALPHABET INC 7.7%
Value ($000) $2,737,521 Shares 28,471,359 Est. Cost $107.89 Unrealized +2.7%
MSFT MICROSOFT CORP 6.3%
Value ($000) $2,235,957 Shares 9,600,504 Est. Cost $107.42 Unrealized +139.1%
ADBE ADOBE SYSTEMS INCORPORATED 5.3%
Value ($000) $1,907,401 Shares 6,930,964 Est. Cost $252.47 Unrealized +49.9%
V VISA INC 5.1%
Value ($000) $1,805,842 Shares 10,165,168 Est. Cost $127.80 Unrealized +55.2%
META META PLATFORMS INC 5.0%
Value ($000) $1,799,843 Shares 13,265,354 Est. Cost $185.61 Unrealized -13.3%
MA MASTERCARD INCORPORATED 4.9%
Value ($000) $1,749,122 Shares 6,151,516 Est. Cost $240.14 Unrealized +35.4%
NFLX NETFLIX INC 4.8%
Value ($000) $1,726,348 Shares 7,332,431 Est. Cost $38.95 Unrealized -43.0%
CRM SALESFORCE INC 4.4%
Value ($000) $1,590,538 Shares 11,057,687 Est. Cost $182.62 Unrealized -8.3%
ADSK AUTODESK INC 4.4%
Value ($000) $1,573,773 Shares 8,424,908 Est. Cost $217.08 Unrealized -6.9%
ABT ABBOTT LABS 4.2%
Value ($000) $1,518,117 Shares 15,689,512 Est. Cost $81.16 Unrealized +23.2%
NOW SERVICENOW INC 4.2%
Value ($000) $1,492,805 Shares 3,953,299 Est. Cost $70.00 Unrealized +28.7%
ACN ACCENTURE PLC IRELAND 4.2%
Value ($000) $1,492,149 Shares 5,799,259 Est. Cost $122.55 Unrealized +124.2%
UNH UNITEDHEALTH GROUP INC 4.0%
Value ($000) $1,439,158 Shares 2,849,593 Est. Cost $290.76 Unrealized +70.3%
ABNB AIRBNB INC 3.7%
Value ($000) $1,332,472 Shares 12,685,378 Est. Cost $154.98 Unrealized -28.5%
PYPL PAYPAL HLDGS INC 3.1%
Value ($000) $1,096,709 Shares 12,742,055 Est. Cost $125.72 Unrealized -29.6%
ZTS ZOETIS INC 2.5%
Value ($000) $884,379 Shares 5,963,848 Est. Cost $88.99 Unrealized +81.4%
ILMN ILLUMINA INC 2.4%
Value ($000) $862,637 Shares 4,521,397 Est. Cost $279.63 Unrealized -29.3%
IT GARTNER INC 2.2%
Value ($000) $798,034 Shares 2,884,216 Est. Cost $107.02 Unrealized +162.0%
NKE NIKE INC 1.9%
Value ($000) $673,696 Shares 8,105,103 Est. Cost $62.32 Unrealized +63.0%
DOCU DOCUSIGN INC 1.3%
Value ($000) $462,358 Shares 8,647,060 Est. Cost $151.89 Unrealized -58.7%
ALGN ALIGN TECHNOLOGY INC 1.2%
Value ($000) $411,743 Shares 1,988,038 Est. Cost $231.27 Unrealized +11.3%
GOOGL ALPHABET INC 1.0%
Value ($000) $343,399 Shares 3,590,163 Est. Cost $107.60 Unrealized +2.3%
ICLR ICON PLC 0.9%
Value ($000) $305,631 Shares 1,663,024 Est. Cost $209.62 Unrealized +3.8%
AON AON PLC 0.8%
Value ($000) $285,171 Shares 1,064,589 Est. Cost $229.37 Unrealized +20.3%
IWF ISHARES TR 0.3%
Value ($000) $124,225 Shares 590,425 Est. Cost $276.68 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $123,883 Shares 547,696 Est. Cost $157.97 Unrealized +38.7%
SAP SAP SE 0.3%
Value ($000) $116,899 Shares 1,438,757 Est. Cost $108.55 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $80,236 Shares 952,239 Est. Cost $62.35 Unrealized +25.7%
MDT MEDTRONIC PLC 0.2%
Value ($000) $73,602 Shares 911,475 Est. Cost $90.16 Unrealized -10.4%
FORUM ENERGY TECHNOLOGIES IN 0.2%
Value ($000) $56,103 Shares 946,672 Est. Cost $36.59 Unrealized
GLOB GLOBANT S A 0.1%
Value ($000) $45,298 Shares 242,133 Est. Cost $218.20 Unrealized -5.5%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $34,800 Shares 42,040 Est. Cost $1436.03 Unrealized -40.1%
ASML ASML HOLDING N V 0.1%
Value ($000) $31,828 Shares 76,630 Est. Cost $704.44 Unrealized
ACWI ISHARES TR 0.1%
Value ($000) $25,773 Shares 331,140 Est. Cost $83.65 Unrealized
UNILEVER PLC 0.1%
Value ($000) $23,014 Shares 524,945 Est. Cost $57.58 Unrealized
QLYS QUALYS INC 0.0%
Value ($000) $15,473 Shares 111,002 Est. Cost $116.06 Unrealized +21.4%
FIVE FIVE BELOW INC 0.0%
Value ($000) $15,241 Shares 110,707 Est. Cost $143.89 Unrealized -8.7%
FOXF FOX FACTORY HLDG CORP 0.0%
Value ($000) $14,261 Shares 180,336 Est. Cost $105.76 Unrealized -12.5%
SHOP SHOPIFY INC 0.0%
Value ($000) $14,124 Shares 524,274 Est. Cost $48.18 Unrealized -29.4%
PGNY PROGYNY INC 0.0%
Value ($000) $12,513 Shares 337,641 Est. Cost $49.44 Unrealized -24.3%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $12,068 Shares 160,096 Est. Cost $66.90 Unrealized +14.0%
WING WINGSTOP INC 0.0%
Value ($000) $11,449 Shares 91,282 Est. Cost $134.25 Unrealized -11.0%
ALRM ALARM COM HLDGS INC 0.0%
Value ($000) $11,315 Shares 174,449 Est. Cost $68.15 Unrealized +0.7%
GSHD GOOSEHEAD INS INC 0.0%
Value ($000) $11,168 Shares 313,367 Est. Cost $93.17 Unrealized -44.3%
RVLV REVOLVE GROUP INC 0.0%
Value ($000) $10,815 Shares 498,621 Est. Cost $32.12 Unrealized -18.1%
DAVA ENDAVA PLC 0.0%
Value ($000) $10,046 Shares 124,597 Est. Cost $88.65 Unrealized
BL BLACKLINE INC 0.0%
Value ($000) $8,759 Shares 146,222 Est. Cost $96.40 Unrealized -30.4%
HLNE HAMILTON LANE INC 0.0%
Value ($000) $8,422 Shares 141,283 Est. Cost $78.89 Unrealized -10.4%
YETI YETI HLDGS INC 0.0%
Value ($000) $8,030 Shares 281,542 Est. Cost $63.08 Unrealized -33.9%
AMN AMN HEALTHCARE SVCS INC 0.0%
Value ($000) $7,445 Shares 70,265 Est. Cost $75.35 Unrealized +45.5%
APPF APPFOLIO INC 0.0%
Value ($000) $7,263 Shares 69,356 Est. Cost $130.46 Unrealized -21.8%
DUCK CREEK TECHNOLOGIES INC 0.0%
Value ($000) $7,012 Shares 591,723 Est. Cost $31.87 Unrealized
BMBL BUMBLE INC 0.0%
Value ($000) $6,865 Shares 319,451 Est. Cost $28.21 Unrealized +4.8%
OLO INC 0.0%
Value ($000) $6,658 Shares 842,779 Est. Cost $24.41 Unrealized
DOCS DOXIMITY INC 0.0%
Value ($000) $6,402 Shares 211,853 Est. Cost $38.29 Unrealized -4.3%
EEFT EURONET WORLDWIDE INC 0.0%
Value ($000) $6,289 Shares 83,011 Est. Cost $93.83 Unrealized 0.0%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $6,126 Shares 18,563 Est. Cost $356.56 Unrealized -5.3%
ALTAIR ENGR INC 0.0%
Value ($000) $6,020 Shares 136,138 Est. Cost $53.73 Unrealized
CATH GLOBAL X FDS 0.0%
Value ($000) $5,340 Shares 122,342 Est. Cost $55.46 Unrealized
DT DYNATRACE INC 0.0%
Value ($000) $5,335 Shares 153,252 Est. Cost $41.61 Unrealized -7.1%
WRBY WARBY PARKER INC 0.0%
Value ($000) $5,333 Shares 399,804 Est. Cost $44.19 Unrealized -69.9%
AZTA AZENTA INC 0.0%
Value ($000) $5,109 Shares 119,193 Est. Cost $67.80 Unrealized -11.9%
FTCHQ FARFETCH LTD 0.0%
Value ($000) $4,359 Shares 585,165 Est. Cost $21.83 Unrealized -59.3%
ACWX ISHARES TR 0.0%
Value ($000) $4,269 Shares 106,695 Est. Cost $55.62 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $3,898 Shares 37,428 Est. Cost $133.33 Unrealized -6.1%
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $3,480 Shares 49,531 Est. Cost $97.03 Unrealized -17.3%
SKILLSOFT CORP 0.0%
Value ($000) $3,236 Shares 1,768,064 Est. Cost $6.04 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $3,095 Shares 7,511 Est. Cost $461.30 Unrealized -1.6%
HELE HELEN OF TROY LTD 0.0%
Value ($000) $2,683 Shares 27,816 Est. Cost $193.38 Unrealized -33.5%
TTD THE TRADE DESK INC 0.0%
Value ($000) $2,327 Shares 38,939 Est. Cost $64.01 Unrealized -11.1%
IWM ISHARES TR 0.0%
Value ($000) $2,198 Shares 13,325 Est. Cost $164.95 Unrealized
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $1,970 Shares 8,270 Est. Cost $183.73 Unrealized
CPRT COPART INC 0.0%
Value ($000) $1,942 Shares 18,251 Est. Cost $30.20 Unrealized -1.4%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $1,792 Shares 5,158 Est. Cost $482.09 Unrealized -22.9%
ETSY ETSY INC 0.0%
Value ($000) $1,739 Shares 17,372 Est. Cost $104.79 Unrealized -2.6%
TREX TREX CO INC 0.0%
Value ($000) $1,421 Shares 32,342 Est. Cost $70.41 Unrealized -24.0%
RH RH 0.0%
Value ($000) $1,245 Shares 5,060 Est. Cost $627.48 Unrealized -57.0%
KARO KAROOOOO LTD 0.0%
Value ($000) $1,034 Shares 43,453 Est. Cost $31.77 Unrealized -29.3%
LUXE MYT NETHERLANDS PARENT B V 0.0%
Value ($000) $955 Shares 82,917 Est. Cost $17.66 Unrealized
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $915 Shares 4,650 Est. Cost $244.35 Unrealized -11.7%
TME TENCENT MUSIC ENTMT GROUP 0.0%
Value ($000) $877 Shares 215,949 Est. Cost $9.32 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $730 Shares 3,897 Est. Cost $306.11 Unrealized -29.8%
TPLC TIMOTHY PLAN 0.0%
Value ($000) $656 Shares 21,752 Est. Cost $36.56 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $296 Shares 5,875 Est. Cost $50.38 Unrealized