POLEN CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001034524 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 11, 2023

Total Value ($000): $37,930,613 (100.0% shares, 0.0% debt)

Holdings (94)

AMZN AMAZON COM INC 12.2%
Value ($000) $4,635,940 Shares 44,882,757 Est. Cost $120.17 Unrealized -19.6%
MSFT MICROSOFT CORP 7.0%
Value ($000) $2,664,258 Shares 9,241,270 Est. Cost $107.42 Unrealized +132.2%
NFLX NETFLIX INC 6.3%
Value ($000) $2,403,929 Shares 6,958,228 Est. Cost $38.95 Unrealized -15.0%
GOOG ALPHABET INC 5.8%
Value ($000) $2,215,994 Shares 21,307,629 Est. Cost $107.89 Unrealized -11.2%
CRM SALESFORCE INC 5.5%
Value ($000) $2,100,620 Shares 10,514,664 Est. Cost $182.62 Unrealized -8.6%
NOW SERVICENOW INC 5.4%
Value ($000) $2,050,697 Shares 4,412,757 Est. Cost $70.91 Unrealized +22.8%
MA MASTERCARD INCORPORATED 4.9%
Value ($000) $1,875,289 Shares 5,160,257 Est. Cost $240.14 Unrealized +48.8%
ADBE ADOBE SYSTEMS INCORPORATED 4.9%
Value ($000) $1,869,095 Shares 4,850,130 Est. Cost $252.47 Unrealized +40.8%
V VISA INC 4.8%
Value ($000) $1,819,311 Shares 8,069,329 Est. Cost $127.80 Unrealized +70.5%
ADSK AUTODESK INC 4.3%
Value ($000) $1,637,613 Shares 7,867,086 Est. Cost $217.08 Unrealized -5.2%
ACN ACCENTURE PLC IRELAND 4.0%
Value ($000) $1,528,167 Shares 5,346,794 Est. Cost $122.55 Unrealized +113.3%
ABNB AIRBNB INC 3.9%
Value ($000) $1,480,678 Shares 11,902,558 Est. Cost $154.98 Unrealized -26.3%
ABT ABBOTT LABS 3.8%
Value ($000) $1,442,899 Shares 14,249,447 Est. Cost $81.16 Unrealized +23.2%
TMO THERMO FISHER SCIENTIFIC INC 3.5%
Value ($000) $1,308,900 Shares 2,270,936 Est. Cost $526.11 Unrealized +6.2%
UNH UNITEDHEALTH GROUP INC 3.4%
Value ($000) $1,281,964 Shares 2,712,634 Est. Cost $290.76 Unrealized +57.3%
ILMN ILLUMINA INC 3.1%
Value ($000) $1,181,930 Shares 5,082,478 Est. Cost $272.08 Unrealized -24.8%
PYPL PAYPAL HLDGS INC 2.5%
Value ($000) $950,797 Shares 12,520,376 Est. Cost $124.64 Unrealized -38.3%
ZTS ZOETIS INC 2.4%
Value ($000) $921,025 Shares 5,533,674 Est. Cost $88.99 Unrealized +78.7%
IT GARTNER INC 2.3%
Value ($000) $881,980 Shares 2,707,371 Est. Cost $107.02 Unrealized +208.9%
NKE NIKE INC 2.1%
Value ($000) $794,126 Shares 6,475,261 Est. Cost $62.32 Unrealized +87.3%
ALGN ALIGN TECHNOLOGY INC 1.4%
Value ($000) $541,780 Shares 1,621,415 Est. Cost $231.27 Unrealized +27.6%
DOCU DOCUSIGN INC 1.3%
Value ($000) $494,390 Shares 8,480,109 Est. Cost $148.95 Unrealized -60.0%
ICLR ICON PLC 0.8%
Value ($000) $317,547 Shares 1,486,714 Est. Cost $209.62 Unrealized +6.2%
AON AON PLC 0.7%
Value ($000) $259,958 Shares 824,504 Est. Cost $229.37 Unrealized +32.2%
GOOGL ALPHABET INC 0.6%
Value ($000) $236,726 Shares 2,282,136 Est. Cost $107.60 Unrealized -11.5%
SAP SAP SE 0.4%
Value ($000) $166,610 Shares 1,316,552 Est. Cost $108.55 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $119,653 Shares 537,453 Est. Cost $157.97 Unrealized +33.9%
MELI MERCADOLIBRE INC 0.2%
Value ($000) $66,766 Shares 50,654 Est. Cost $1365.36 Unrealized -16.7%
MDT MEDTRONIC PLC 0.2%
Value ($000) $64,687 Shares 802,374 Est. Cost $90.16 Unrealized -17.3%
ASML ASML HOLDING N V 0.1%
Value ($000) $45,083 Shares 66,229 Est. Cost $704.44 Unrealized
UNILEVER PLC 0.1%
Value ($000) $41,302 Shares 795,332 Est. Cost $54.87 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $39,185 Shares 817,385 Est. Cost $42.78 Unrealized +2.8%
IWF ISHARES TR 0.1%
Value ($000) $33,452 Shares 136,912 Est. Cost $228.77 Unrealized
GLOB GLOBANT S A 0.1%
Value ($000) $32,893 Shares 200,552 Est. Cost $218.20 Unrealized -25.1%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $29,687 Shares 120,452 Est. Cost $211.01 Unrealized +14.1%
TME TENCENT MUSIC ENTMT GROUP 0.1%
Value ($000) $28,210 Shares 3,406,947 Est. Cost $8.32 Unrealized
HDB HDFC BANK LTD 0.1%
Value ($000) $19,749 Shares 296,215 Est. Cost $68.41 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $18,622 Shares 324,148 Est. Cost $53.10 Unrealized +0.7%
ATHM AUTOHOME INC 0.0%
Value ($000) $16,745 Shares 500,307 Est. Cost $33.47 Unrealized
FIVE FIVE BELOW INC 0.0%
Value ($000) $15,343 Shares 74,490 Est. Cost $143.89 Unrealized +36.9%
GSHD GOOSEHEAD INS INC 0.0%
Value ($000) $15,178 Shares 290,768 Est. Cost $93.17 Unrealized -53.4%
DLO DLOCAL LTD 0.0%
Value ($000) $14,566 Shares 898,034 Est. Cost $15.09 Unrealized -0.5%
EPAM EPAM SYS INC 0.0%
Value ($000) $13,344 Shares 44,628 Est. Cost $322.16 Unrealized 0.0%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $12,037 Shares 137,581 Est. Cost $66.90 Unrealized +34.0%
FOXF FOX FACTORY HLDG CORP 0.0%
Value ($000) $11,715 Shares 96,524 Est. Cost $105.76 Unrealized +8.5%
RVLV REVOLVE GROUP INC 0.0%
Value ($000) $11,338 Shares 431,086 Est. Cost $32.12 Unrealized -19.6%
ACWI ISHARES TR 0.0%
Value ($000) $10,065 Shares 110,412 Est. Cost $83.96 Unrealized
WING WINGSTOP INC 0.0%
Value ($000) $9,633 Shares 52,473 Est. Cost $134.25 Unrealized +22.3%
PGNY PROGYNY INC 0.0%
Value ($000) $9,328 Shares 290,399 Est. Cost $49.44 Unrealized -33.2%
HLNE HAMILTON LANE INC 0.0%
Value ($000) $9,053 Shares 122,364 Est. Cost $78.89 Unrealized -6.3%
EEFT EURONET WORLDWIDE INC 0.0%
Value ($000) $8,931 Shares 79,811 Est. Cost $93.83 Unrealized +15.3%
YETI YETI HLDGS INC 0.0%
Value ($000) $8,378 Shares 209,456 Est. Cost $63.08 Unrealized -34.6%
BL BLACKLINE INC 0.0%
Value ($000) $8,208 Shares 122,239 Est. Cost $96.40 Unrealized -28.5%
QLYS QUALYS INC 0.0%
Value ($000) $8,108 Shares 62,362 Est. Cost $116.06 Unrealized +1.0%
ALRM ALARM COM HLDGS INC 0.0%
Value ($000) $7,560 Shares 150,357 Est. Cost $68.15 Unrealized -24.5%
DAVA ENDAVA PLC 0.0%
Value ($000) $7,314 Shares 108,876 Est. Cost $88.65 Unrealized
BMBL BUMBLE INC 0.0%
Value ($000) $7,310 Shares 373,905 Est. Cost $27.26 Unrealized -17.1%
APPF APPFOLIO INC 0.0%
Value ($000) $7,212 Shares 57,940 Est. Cost $130.46 Unrealized -7.5%
ALIT ALIGHT INC 0.0%
Value ($000) $6,885 Shares 747,548 Est. Cost $8.77 Unrealized 0.0%
DOCS DOXIMITY INC 0.0%
Value ($000) $6,552 Shares 202,352 Est. Cost $38.29 Unrealized -13.4%
CCC CCC INTELLIGENT SOLUTIONS HL 0.0%
Value ($000) $6,017 Shares 670,775 Est. Cost $8.90 Unrealized -0.0%
FSV FIRSTSERVICE CORP NEW 0.0%
Value ($000) $5,985 Shares 42,447 Est. Cost $130.31 Unrealized +3.8%
OLO INC 0.0%
Value ($000) $5,939 Shares 727,766 Est. Cost $24.41 Unrealized
DT DYNATRACE INC 0.0%
Value ($000) $5,923 Shares 140,021 Est. Cost $41.61 Unrealized -2.7%
ALTAIR ENGR INC 0.0%
Value ($000) $5,062 Shares 70,197 Est. Cost $53.73 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $4,886 Shares 16,072 Est. Cost $356.56 Unrealized -17.3%
RH RH 0.0%
Value ($000) $4,753 Shares 19,516 Est. Cost $366.82 Unrealized -20.9%
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $4,558 Shares 46,405 Est. Cost $97.03 Unrealized -7.4%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $4,381 Shares 12,353 Est. Cost $390.94 Unrealized -16.8%
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $4,305 Shares 31,453 Est. Cost $133.33 Unrealized +5.6%
ACWX ISHARES TR 0.0%
Value ($000) $4,240 Shares 86,931 Est. Cost $48.03 Unrealized
FET FORUM ENERGY TECHNOLOGIES IN 0.0%
Value ($000) $3,824 Shares 150,393 Est. Cost $29.30 Unrealized 0.0%
WRBY WARBY PARKER INC 0.0%
Value ($000) $3,655 Shares 345,119 Est. Cost $44.19 Unrealized -69.0%
SKILLSOFT CORP 0.0%
Value ($000) $3,536 Shares 1,768,064 Est. Cost $6.04 Unrealized
DCGO DOCGO INC 0.0%
Value ($000) $3,179 Shares 367,513 Est. Cost $8.82 Unrealized 0.0%
SITM SITIME CORP 0.0%
Value ($000) $3,048 Shares 21,433 Est. Cost $94.57 Unrealized +29.8%
KARO KAROOOOO LTD 0.0%
Value ($000) $2,960 Shares 127,603 Est. Cost $25.60 Unrealized -12.3%
AMN AMN HEALTHCARE SVCS INC 0.0%
Value ($000) $2,875 Shares 34,652 Est. Cost $75.35 Unrealized +24.9%
CPRT COPART INC 0.0%
Value ($000) $2,741 Shares 36,443 Est. Cost $30.06 Unrealized +13.1%
CATH GLOBAL X FDS 0.0%
Value ($000) $2,655 Shares 52,892 Est. Cost $51.13 Unrealized
FTCHQ FARFETCH LTD 0.0%
Value ($000) $2,512 Shares 511,654 Est. Cost $21.83 Unrealized -75.1%
TTD THE TRADE DESK INC 0.0%
Value ($000) $2,368 Shares 38,871 Est. Cost $63.55 Unrealized -16.2%
HELE HELEN OF TROY LTD 0.0%
Value ($000) $2,220 Shares 23,325 Est. Cost $193.38 Unrealized -44.7%
ETSY ETSY INC 0.0%
Value ($000) $1,937 Shares 17,402 Est. Cost $105.12 Unrealized +18.0%
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $1,890 Shares 8,257 Est. Cost $184.44 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $1,792 Shares 2,550 Est. Cost $461.30 Unrealized +44.2%
TREX TREX CO INC 0.0%
Value ($000) $1,572 Shares 32,293 Est. Cost $69.56 Unrealized -27.3%
EVTC EVERTEC INC 0.0%
Value ($000) $1,488 Shares 44,100 Est. Cost $34.62 Unrealized 0.0%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $1,104 Shares 5,469 Est. Cost $239.61 Unrealized -5.4%
LUXE MYT NETHERLANDS PARENT B V 0.0%
Value ($000) $776 Shares 110,376 Est. Cost $14.29 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $659 Shares 1,316 Est. Cost $449.31 Unrealized 0.0%
TPLC TIMOTHY PLAN 0.0%
Value ($000) $549 Shares 15,939 Est. Cost $36.56 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $458 Shares 2,159 Est. Cost $185.61 Unrealized -8.9%
TPIF TIMOTHY PLAN 0.0%
Value ($000) $453 Shares 18,122 Est. Cost $24.99 Unrealized