POLEN CAPITAL MANAGEMENT LLC Q4 2023 Filing
Filed February 13, 2024
Portfolio Value
$41.5B
Holdings
106
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (106 positions)
| Stock | Value |
|---|---|
AMZNAMAZON COM INC | $5.5B |
MSFTMICROSOFT CORP | $3.7B |
NOWSERVICENOW INC | $2.7B |
GOOGALPHABET INC | $2.6B |
ADBEADOBE INC | $2.5B |
NFLXNETFLIX INC | $2.0B |
MAMASTERCARD INCORPORATED | $2.0B |
CRMSALESFORCE INC | $1.9B |
VVISA INC | $1.9B |
ACNACCENTURE PLC IRELAND | $1.7B |
ABTABBOTT LABS | $1.5B |
ABNBAIRBNB INC | $1.4B |
UNHUNITEDHEALTH GROUP INC | $1.3B |
PYPLPAYPAL HLDGS INC | $1.3B |
ADSKAUTODESK INC | $1.2B |
TMOTHERMO FISHER SCIENTIFIC INC | $1.1B |
WDAYWORKDAY INC | $1.0B |
ZTSZOETIS INC | $981.3M |
NVONOVO-NORDISK A S | $823.3M |
ITGARTNER INC | $815.0M |
NKENIKE INC | $641.0M |
AFWALIGN TECHNOLOGY INC | $347.5M |
GOOGLALPHABET INC | $298.8M |
AONAON PLC | $238.5M |
SAPSAP SE | $192.1M |
ADPAUTOMATIC DATA PROCESSING IN | $117.2M |
KAROKAROOOOO LTD | $81.0M |
LLYELI LILLY & CO | $81.0M |
GSHDGOOSEHEAD INS INC | $81.0M |
ACWIISHARES TR | $81.0M |
HELEHELEN OF TROY LTD | $81.0M |
MDTMEDTRONIC PLC | $81.0M |
ILMNILLUMINA INC | $81.0M |
MSCIMSCI INC | $76.5M |
HLNEHAMILTON LANE INC | $67.9M |
SGOVISHARES TR | $67.9M |
LVSLAS VEGAS SANDS CORP | $67.9M |
MKTXMARKETAXESS HLDGS INC | $67.9M |
IWFISHARES TR | $67.9M |
MLB1MERCADOLIBRE INC | $67.9M |
HLIHOULIHAN LOKEY INC | $67.9M |
SHOPSHOPIFY INC | $60.8M |
BILSPDR SER TR | $55.4M |
ASMLASML HOLDING N V | $36.2M |
FNDFLOOR & DECOR HLDGS INC | $27.9M |
TMETENCENT MUSIC ENTMT GROUP | $23.4M |
ULUNILEVER PLC | $22.7M |
DLODLOCAL LTD | $21.3M |
ALITALIGHT INC | $13.1M |
PGNYPROGYNY INC | $12.7M |
YUMCYUM CHINA HLDGS INC | $11.5M |
EPAMEPAM SYS INC | $10.8M |
WINGWINGSTOP INC | $9.1M |
YETIYETI HLDGS INC | $8.5M |
ALRMALARM COM HLDGS INC | $8.3M |
EEFTEURONET WORLDWIDE INC | $7.9M |
BMBLBUMBLE INC | $7.6M |
CNMCORE & MAIN INC | $7.6M |
ATHMAUTOHOME INC | $7.1M |
BLBLACKLINE INC | $6.9M |
WRBYWARBY PARKER INC | $6.9M |
RVLVREVOLVE GROUP INC | $6.8M |
CCCCCC INTELLIGENT SOLUTIONS HL | $6.6M |
FIVEFIVE BELOW INC | $6.5M |
FOXFFOX FACTORY HLDG CORP | $6.5M |
QLYSQUALYS INC | $6.2M |
GNRCGENERAC HLDGS INC | $6.0M |
FSVFIRSTSERVICE CORP NEW | $5.9M |
CWANCLEARWATER ANALYTICS HLDGS I | $5.8M |
DAVAENDAVA PLC | $5.2M |
ACWXISHARES TR | $5.2M |
LGIHLGI HOMES INC | $5.2M |
MEDPMEDPACE HLDGS INC | $5.2M |
GLOBGLOBANT S A | $5.2M |
HDBHDFC BANK LTD | $5.2M |
IWMISHARES TR | $5.2M |
ICLRICON PLC | $5.2M |
DTDYNATRACE INC | $5.0M |
RHRH | $4.9M |
DOCSDOXIMITY INC | $4.8M |
APPFAPPFOLIO INC | $4.7M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $4.4M |
SITMSITIME CORP | $4.2M |
MORNMORNINGSTAR INC | $3.9M |
SITESITEONE LANDSCAPE SUPPLY INC | $3.5M |
HCQAMN HEALTHCARE SVCS INC | $3.4M |
PAYCPAYCOM SOFTWARE INC | $3.4M |
XPELXPEL INC | $3.1M |
ETSYETSY INC | $2.8M |
EXLSEXLSERVICE HOLDINGS INC | $2.7M |
VUGVANGUARD INDEX FDS | $2.6M |
VONGVANGUARD SCOTTSDALE FDS | $2.6M |
TYLTYLER TECHNOLOGIES INC | $2.6M |
MPWRMONOLITHIC PWR SYS INC | $2.5M |
AZPN1USDASPEN TECHNOLOGY INC | $2.4M |
TREXTREX CO INC | $2.2M |
BWMNBOWMAN CONSULTING GROUP LTD | $2.0M |
CALYTOPGOLF CALLAWAY BRANDS CORP | $1.9M |
TECHBIO-TECHNE CORP | $1.7M |
CRLCHARLES RIV LABS INTL INC | $1.5M |
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