POLEN CAPITAL MANAGEMENT LLC Q1 2024 Filing
Filed May 10, 2024
Portfolio Value
$43.3B
Holdings
104
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (104 positions)
| Stock | Value |
|---|---|
AMZNAMAZON COM INC | $6.2B |
MSFTMICROSOFT CORP | $4.1B |
GOOGALPHABET INC | $2.8B |
VVISA INC | $2.3B |
NFLXNETFLIX INC | $2.3B |
MAMASTERCARD INCORPORATED | $2.2B |
CRMSALESFORCE INC | $2.1B |
NOWSERVICENOW INC | $2.0B |
TMOTHERMO FISHER SCIENTIFIC INC | $1.9B |
ABTABBOTT LABS | $1.8B |
ABNBAIRBNB INC | $1.8B |
ACNACCENTURE PLC IRELAND | $1.6B |
ADBEADOBE INC | $1.4B |
ADSKAUTODESK INC | $1.3B |
ZTSZOETIS INC | $1.2B |
UNHUNITEDHEALTH GROUP INC | $1.2B |
WDAYWORKDAY INC | $1.0B |
NVONOVO-NORDISK A S | $997.5M |
NKENIKE INC | $890.1M |
ITGARTNER INC | $833.6M |
LLYELI LILLY & CO | $455.0M |
AFWALIGN TECHNOLOGY INC | $398.8M |
ICLRICON PLC | $368.9M |
GOOGLALPHABET INC | $322.3M |
PAYCPAYCOM SOFTWARE INC | $302.6M |
AONAON PLC | $277.0M |
SAPSAP SE | $248.6M |
ADPAUTOMATIC DATA PROCESSING IN | $125.5M |
GLOBGLOBANT S A | $100.7M |
MDTMEDTRONIC PLC | $92.9M |
MSCIMSCI INC | $76.3M |
SHOPSHOPIFY INC | $64.1M |
MLB1MERCADOLIBRE INC | $50.3M |
ASMLASML HOLDING N V | $49.6M |
HDBHDFC BANK LTD | $39.8M |
TMETENCENT MUSIC ENTMT GROUP | $29.8M |
IWFISHARES TR | $25.5M |
ULUNILEVER PLC | $25.1M |
FET 9 08/04/25FORUM ENERGY TECHNOLOGIES IN | $23.6M |
BILSPDR SER TR | $22.9M |
DLODLOCAL LTD | $18.8M |
PGNYPROGYNY INC | $14.4M |
ALITALIGHT INC | $12.7M |
YUMCYUM CHINA HLDGS INC | $12.2M |
LVSLAS VEGAS SANDS CORP | $12.0M |
HLIHOULIHAN LOKEY INC | $11.5M |
RVLVREVOLVE GROUP INC | $11.0M |
HLNEHAMILTON LANE INC | $10.4M |
EXLSEXLSERVICE HOLDINGS INC | $9.9M |
EPAMEPAM SYS INC | $9.9M |
CWANCLEARWATER ANALYTICS HLDGS I | $9.7M |
GNRCGENERAC HLDGS INC | $9.3M |
CNMCORE & MAIN INC | $9.2M |
ALRMALARM COM HLDGS INC | $9.1M |
GSHDGOOSEHEAD INS INC | $8.8M |
EEFTEURONET WORLDWIDE INC | $8.4M |
BLBLACKLINE INC | $7.0M |
MEDPMEDPACE HLDGS INC | $6.9M |
CCCCCC INTELLIGENT SOLUTIONS HL | $6.8M |
APPFAPPFOLIO INC | $6.5M |
WRBYWARBY PARKER INC | $6.5M |
FSVFIRSTSERVICE CORP NEW | $5.9M |
SITMSITIME CORP | $5.7M |
RHRH | $5.7M |
YETIYETI HLDGS INC | $5.3M |
QLYSQUALYS INC | $5.1M |
WINGWINGSTOP INC | $5.0M |
FOXFFOX FACTORY HLDG CORP | $4.9M |
DOCSDOXIMITY INC | $4.5M |
KBIAKB FINL GROUP INC | $4.2M |
FIVEFIVE BELOW INC | $4.1M |
HCQAMN HEALTHCARE SVCS INC | $3.7M |
SITESITEONE LANDSCAPE SUPPLY INC | $3.6M |
DTDYNATRACE INC | $3.4M |
PYPLPAYPAL HLDGS INC | $3.3M |
VONGVANGUARD SCOTTSDALE FDS | $2.9M |
MORNMORNINGSTAR INC | $2.9M |
LGIHLGI HOMES INC | $2.8M |
XPELXPEL INC | $2.7M |
DAVAENDAVA PLC | $2.7M |
MPWRMONOLITHIC PWR SYS INC | $2.6M |
ETSYETSY INC | $2.6M |
TECHBIO-TECHNE CORP | $2.6M |
AZPN1USDASPEN TECHNOLOGY INC | $2.4M |
HELEHELEN OF TROY LTD | $2.3M |
CALYTOPGOLF CALLAWAY BRANDS CORP | $2.1M |
FNDFLOOR & DECOR HLDGS INC | $2.0M |
BWMNBOWMAN CONSULTING GROUP LTD | $1.9M |
ACWIISHARES TR | $1.9M |
MKTXMARKETAXESS HLDGS INC | $1.8M |
ACWXISHARES TR | $1.8M |
CRLCHARLES RIV LABS INTL INC | $1.6M |
CPACOPA HOLDINGS SA | $1.5M |
TYLTYLER TECHNOLOGIES INC | $1.4M |
POOLPOOL CORP | $1.3M |
BMBLBUMBLE INC | $1.1M |
IWMISHARES TR | $1.1M |
TREXTREX CO INC | $1.1M |
CATHGLOBAL X FDS | $998K |
SKILSKILLSOFT CORP | $703K |
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