POLEN CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001034524 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 13, 2023

Total Value ($000): $34,279,626 (99.8% shares, 0.2% debt)

Holdings (93)

AMZN AMAZON COM INC 8.6%
Value ($000) $2,952,466 Shares 35,148,401 Est. Cost $126.70 Unrealized -22.0%
GOOG ALPHABET INC 6.8%
Value ($000) $2,338,986 Shares 26,360,711 Est. Cost $107.89 Unrealized -12.2%
MSFT MICROSOFT CORP 6.6%
Value ($000) $2,276,899 Shares 9,494,199 Est. Cost $107.42 Unrealized +117.9%
ADBE ADOBE SYSTEMS INCORPORATED 6.2%
Value ($000) $2,110,116 Shares 6,270,216 Est. Cost $252.47 Unrealized +26.7%
NFLX NETFLIX INC 6.0%
Value ($000) $2,043,651 Shares 6,930,451 Est. Cost $38.95 Unrealized -28.0%
MA MASTERCARD INCORPORATED 5.4%
Value ($000) $1,839,335 Shares 5,289,548 Est. Cost $240.14 Unrealized +34.7%
V VISA INC 5.2%
Value ($000) $1,798,105 Shares 8,654,720 Est. Cost $127.80 Unrealized +54.1%
NOW SERVICENOW INC 5.0%
Value ($000) $1,728,956 Shares 4,452,974 Est. Cost $70.91 Unrealized +10.2%
ABT ABBOTT LABS 4.7%
Value ($000) $1,604,992 Shares 14,618,742 Est. Cost $81.16 Unrealized +20.3%
ADSK AUTODESK INC 4.3%
Value ($000) $1,477,672 Shares 7,907,485 Est. Cost $217.08 Unrealized -7.6%
ACN ACCENTURE PLC IRELAND 4.2%
Value ($000) $1,456,383 Shares 5,457,887 Est. Cost $122.55 Unrealized +115.5%
UNH UNITEDHEALTH GROUP INC 4.2%
Value ($000) $1,445,098 Shares 2,725,675 Est. Cost $290.76 Unrealized +72.1%
CRM SALESFORCE INC 4.1%
Value ($000) $1,389,601 Shares 10,480,436 Est. Cost $182.62 Unrealized -21.1%
TMO THERMO FISHER SCIENTIFIC INC 3.5%
Value ($000) $1,208,055 Shares 2,193,711 Est. Cost $524.96 Unrealized 0.0%
ILMN ILLUMINA INC 3.0%
Value ($000) $1,020,787 Shares 5,048,402 Est. Cost $272.08 Unrealized -23.8%
ABNB AIRBNB INC 3.0%
Value ($000) $1,011,317 Shares 11,828,267 Est. Cost $154.98 Unrealized -34.8%
IT GARTNER INC 2.7%
Value ($000) $922,065 Shares 2,743,099 Est. Cost $107.02 Unrealized +201.6%
PYPL PAYPAL HLDGS INC 2.5%
Value ($000) $872,051 Shares 12,244,474 Est. Cost $125.72 Unrealized -36.5%
ZTS ZOETIS INC 2.4%
Value ($000) $820,977 Shares 5,602,029 Est. Cost $88.99 Unrealized +60.9%
NKE NIKE INC 2.2%
Value ($000) $763,409 Shares 6,524,307 Est. Cost $62.32 Unrealized +52.9%
IWF ISHARES TR 1.6%
Value ($000) $543,637 Shares 2,537,512 Est. Cost $228.77 Unrealized
DOCU DOCUSIGN INC 1.3%
Value ($000) $454,997 Shares 8,209,972 Est. Cost $151.89 Unrealized -68.0%
ALGN ALIGN TECHNOLOGY INC 1.0%
Value ($000) $353,062 Shares 1,674,073 Est. Cost $231.27 Unrealized -13.4%
GOOGL ALPHABET INC 0.9%
Value ($000) $311,315 Shares 3,528,451 Est. Cost $107.60 Unrealized -12.3%
AON AON PLC 0.9%
Value ($000) $299,651 Shares 998,370 Est. Cost $229.37 Unrealized +24.6%
ICLR ICON PLC 0.9%
Value ($000) $297,579 Shares 1,531,939 Est. Cost $209.62 Unrealized -5.4%
SAP SAP SE 0.4%
Value ($000) $137,934 Shares 1,336,698 Est. Cost $108.55 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $127,810 Shares 535,082 Est. Cost $157.97 Unrealized +45.0%
MDT MEDTRONIC PLC 0.2%
Value ($000) $63,263 Shares 813,991 Est. Cost $90.16 Unrealized -18.5%
FORUM ENERGY TECHNOLOGIES IN 0.2%
Value ($000) $53,473 Shares 946,123 Est. Cost $36.59 Unrealized
UNILEVER PLC 0.1%
Value ($000) $42,223 Shares 838,581 Est. Cost $54.87 Unrealized
ACWI ISHARES TR 0.1%
Value ($000) $37,575 Shares 442,679 Est. Cost $83.96 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $37,562 Shares 68,745 Est. Cost $704.44 Unrealized
GLOB GLOBANT S A 0.1%
Value ($000) $35,757 Shares 212,638 Est. Cost $218.20 Unrealized -18.9%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $32,718 Shares 38,663 Est. Cost $1436.03 Unrealized -38.0%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $30,806 Shares 124,162 Est. Cost $211.01 Unrealized 0.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $29,576 Shares 852,098 Est. Cost $42.78 Unrealized -20.2%
HDB HDFC BANK LTD 0.1%
Value ($000) $21,540 Shares 314,866 Est. Cost $68.41 Unrealized
ACWX ISHARES TR 0.1%
Value ($000) $19,402 Shares 426,424 Est. Cost $48.03 Unrealized
FIVE FIVE BELOW INC 0.0%
Value ($000) $16,034 Shares 90,653 Est. Cost $143.89 Unrealized +9.3%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $12,312 Shares 141,263 Est. Cost $66.90 Unrealized +27.3%
IUSG ISHARES TR 0.0%
Value ($000) $11,076 Shares 135,869 Est. Cost $81.52 Unrealized
CATH GLOBAL X FDS 0.0%
Value ($000) $11,035 Shares 237,214 Est. Cost $51.13 Unrealized
QLYS QUALYS INC 0.0%
Value ($000) $10,577 Shares 94,246 Est. Cost $116.06 Unrealized +7.6%
GSHD GOOSEHEAD INS INC 0.0%
Value ($000) $10,060 Shares 292,967 Est. Cost $93.17 Unrealized -59.8%
WING WINGSTOP INC 0.0%
Value ($000) $9,824 Shares 71,383 Est. Cost $134.25 Unrealized +9.9%
RVLV REVOLVE GROUP INC 0.0%
Value ($000) $9,644 Shares 433,236 Est. Cost $32.12 Unrealized -25.3%
FOXF FOX FACTORY HLDG CORP 0.0%
Value ($000) $9,309 Shares 102,037 Est. Cost $105.76 Unrealized -12.0%
PGNY PROGYNY INC 0.0%
Value ($000) $9,160 Shares 294,075 Est. Cost $49.44 Unrealized -26.9%
YETI YETI HLDGS INC 0.0%
Value ($000) $8,711 Shares 210,867 Est. Cost $63.08 Unrealized -40.5%
DAVA ENDAVA PLC 0.0%
Value ($000) $8,413 Shares 109,978 Est. Cost $88.65 Unrealized
BL BLACKLINE INC 0.0%
Value ($000) $8,280 Shares 123,090 Est. Cost $96.40 Unrealized -35.7%
HLNE HAMILTON LANE INC 0.0%
Value ($000) $8,029 Shares 125,693 Est. Cost $78.89 Unrealized -15.7%
EEFT EURONET WORLDWIDE INC 0.0%
Value ($000) $7,731 Shares 81,916 Est. Cost $93.83 Unrealized -7.7%
ALRM ALARM COM HLDGS INC 0.0%
Value ($000) $7,480 Shares 151,177 Est. Cost $68.15 Unrealized -19.1%
DOCS DOXIMITY INC 0.0%
Value ($000) $6,946 Shares 206,979 Est. Cost $38.29 Unrealized -20.2%
BMBL BUMBLE INC 0.0%
Value ($000) $6,535 Shares 310,453 Est. Cost $28.21 Unrealized -18.5%
APPF APPFOLIO INC 0.0%
Value ($000) $6,226 Shares 59,086 Est. Cost $130.46 Unrealized -14.7%
DUCK CREEK TECHNOLOGIES INC 0.0%
Value ($000) $6,223 Shares 516,392 Est. Cost $31.87 Unrealized
AZTA AZENTA INC 0.0%
Value ($000) $5,878 Shares 100,954 Est. Cost $67.80 Unrealized -24.5%
DT DYNATRACE INC 0.0%
Value ($000) $5,481 Shares 143,102 Est. Cost $41.61 Unrealized -12.6%
ALTAIR ENGR INC 0.0%
Value ($000) $5,214 Shares 114,665 Est. Cost $53.73 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $5,086 Shares 16,390 Est. Cost $356.56 Unrealized -11.3%
WRBY WARBY PARKER INC 0.0%
Value ($000) $4,716 Shares 349,626 Est. Cost $44.19 Unrealized -65.4%
OLO INC 0.0%
Value ($000) $4,572 Shares 731,579 Est. Cost $24.41 Unrealized
OLPX OLAPLEX HLDGS INC 0.0%
Value ($000) $4,320 Shares 829,126 Est. Cost $5.94 Unrealized 0.0%
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $3,772 Shares 32,151 Est. Cost $133.33 Unrealized -12.6%
AMN AMN HEALTHCARE SVCS INC 0.0%
Value ($000) $3,665 Shares 35,647 Est. Cost $75.35 Unrealized +52.9%
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $3,267 Shares 46,917 Est. Cost $97.03 Unrealized -25.0%
RH RH 0.0%
Value ($000) $3,266 Shares 12,224 Est. Cost $412.47 Unrealized -36.8%
IWM ISHARES TR 0.0%
Value ($000) $2,773 Shares 15,902 Est. Cost $166.48 Unrealized
HELE HELEN OF TROY LTD 0.0%
Value ($000) $2,593 Shares 23,378 Est. Cost $193.38 Unrealized -49.7%
FTCHQ FARFETCH LTD 0.0%
Value ($000) $2,459 Shares 519,959 Est. Cost $21.83 Unrealized -68.1%
CPRT COPART INC 0.0%
Value ($000) $2,302 Shares 37,814 Est. Cost $30.06 Unrealized -0.4%
SKILLSOFT CORP 0.0%
Value ($000) $2,298 Shares 1,768,064 Est. Cost $6.04 Unrealized
SITM SITIME CORP 0.0%
Value ($000) $2,236 Shares 22,008 Est. Cost $94.57 Unrealized 0.0%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $2,163 Shares 6,708 Est. Cost $446.18 Unrealized -26.8%
ETSY ETSY INC 0.0%
Value ($000) $2,155 Shares 17,990 Est. Cost $105.12 Unrealized +8.8%
FSV FIRSTSERVICE CORP NEW 0.0%
Value ($000) $1,853 Shares 15,120 Est. Cost $121.35 Unrealized 0.0%
CCC CCC INTELLIGENT SOLUTIONS HL 0.0%
Value ($000) $1,817 Shares 208,827 Est. Cost $8.91 Unrealized 0.0%
TTD THE TRADE DESK INC 0.0%
Value ($000) $1,808 Shares 40,329 Est. Cost $63.55 Unrealized -20.2%
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $1,756 Shares 8,549 Est. Cost $184.44 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $1,532 Shares 2,559 Est. Cost $461.30 Unrealized +14.1%
TREX TREX CO INC 0.0%
Value ($000) $1,418 Shares 33,488 Est. Cost $69.56 Unrealized -34.7%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $1,239 Shares 5,688 Est. Cost $239.61 Unrealized -8.9%
TME TENCENT MUSIC ENTMT GROUP 0.0%
Value ($000) $1,158 Shares 139,810 Est. Cost $9.32 Unrealized
KARO KAROOOOO LTD 0.0%
Value ($000) $1,078 Shares 46,253 Est. Cost $31.13 Unrealized -32.0%
TPLC TIMOTHY PLAN 0.0%
Value ($000) $707 Shares 21,107 Est. Cost $36.56 Unrealized
LUXE MYT NETHERLANDS PARENT B V 0.0%
Value ($000) $671 Shares 75,327 Est. Cost $17.66 Unrealized
DLO DLOCAL LTD 0.0%
Value ($000) $649 Shares 41,660 Est. Cost $16.77 Unrealized 0.0%
META META PLATFORMS INC 0.0%
Value ($000) $585 Shares 4,860 Est. Cost $185.61 Unrealized -37.2%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $435 Shares 9,050 Est. Cost $40.52 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $298 Shares 3,009 Est. Cost $62.35 Unrealized +40.4%