Polen Capital Management's Portfolio

Polen Capital Management 13F holdings

What is Polen Capital Management's portfolio?

Polen Capital Management has disclosed a total of 63 security holdings in their (2020 Q2) SEC 13F filing(s) with portfolio value of $33,086,882,000.

What stocks does Polen Capital Management own?

In Polen Capital Management's portfolio as of 30 Jun 2020, the top 5 holdings are (MSFT) MICROSOFT CORP (10.86%), (META) META PLATFORMS INC-CLASS A (8.07%), (ADBE) ADOBE INC (7.33%), (GOOG) ALPHABET INC-CL C (6.95%) and (V) VISA INC-CLASS A SHARES (5.24%).

To see the historical data of Polen Capital Management's portfolio holdings please click on the "2020 Q2" dropdown menu and select the date.

To see Polen Capital Management's original 13F reports (2020 Q2), please click on the "important" button.

Portfolio value: $33B+
Period: 2020 Q2
Number of stock: 63
Update: 13 Aug 2020
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
EEFT
EURONET WORLDWIDE INC
0.01%
33,982
$95.82
6.33% $101.88
$3,256,000
+166.32% (+21,222)
+0.01%
EXPO
EXPONENT INC
0.02%
71,584
$80.93
20.36% $97.40
$5,793,000
+119.56% (+38,981)
+0.01%
FIVE
FIVE BELOW
0.01%
22,763
$106.93
18.62% $87.02
$2,434,000
+131.97% (+12,950)
+0.00%
FND
FLOOR & DECOR HOLDINGS INC-A
0.01%
62,273
$57.65
78.48% $102.89
$3,590,000
+40.59% (+17,979)
+0.00%
FOXF
FOX FACTORY HOLDING CORP
0.02%
44,585
$82.61
61.06% $32.17
$3,682,989
+24.69% (+8,829)
+0.00%
IT
GARTNER INC
2.24%
6,113,024
$121.33
330.94% $522.86
$741,693,000
+8.44% (+475,596)
+0.17%
GLOB
GLOBANT SA
0.02%
41,537
$149.84
35.67% $203.29
$6,224,000
+1.26% (+515)
+0.00%
HELE
HELEN OF TROY LTD
0.01%
14,656
$188.54
65.57% $64.92
$2,763,445
+170.25% (+9,233)
+0.01%
HLI
HOULIHAN LOKEY INC
0.01%
44,701
$55.64
230.94% $184.12
$2,487,000
buy
+0.01%
ICLR
ICON PLC
0.20%
384,405
$168.46
12.57% $189.64
$64,757,000
+21.18% (+67,186)
+0.03%
ACWX
ISHARES MSCI ACWI EX US ETF
0.00%
3,347
$43.20
23.48% $53.35
$144,640
-55.68% (-4,206)
-0.00%
IWF
ISHARES RUSSELL 1000 GROWTH
0.04%
67,938
$191.95
101.90% $387.55
$13,041,000
-83.53% (-344,528)
-0.20%
LMAT
LEMAITRE VASCULAR INC
0.01%
93,546
$26.40
286.38% $102.02
$2,470,000
+40.52% (+26,974)
+0.00%
TREE
LENDINGTREE INC
0.01%
7,393
$289.52
84.68% $44.34
$2,140,625
+129.62% (+4,173)
+0.01%
MASI
MASIMO CORP
0.01%
15,690
$227.98
29.35% $161.07
$3,577,000
+48.95% (+5,156)
+0.00%
MA
MASTERCARD INC - A
4.90%
5,485,637
$295.70
76.49% $521.89
$1,622,103,000
+11.18% (+551,407)
+0.49%
MEDP
MEDPACE HOLDINGS INC
0.01%
17,308
$93.01
233.98% $310.63
$1,609,790
buy
+0.01%
MDT
MEDTRONIC PLC
0.14%
500,041
$91.70
4.55% $87.53
$45,854,000
+21.12% (+87,182)
+0.02%
META
META PLATFORMS INC-CLASS A
8.07%
8,055,199
$227.07
144.01% $554.08
$1,829,093,850
+9.05% (+668,283)
+0.67%
MSFT
MICROSOFT CORP
10.86%
17,657,952
$203.51
103.92% $415.00
$3,593,570,000
+10.03% (+1,609,874)
+0.99%
20 of 63

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
BKNG
BOOKING HOLDINGS INC
456
-0.00%
LFUS
LITTELFUSE INC
5,605
-0.00%
OLLI
OLLIE'S BARGAIN OUTLET HOLDI
20,423
-0.00%
ORLY
O'REILLY AUTOMOTIVE INC
3,311
-0.00%
USPH
US PHYSICAL THERAPY INC
19,358
-0.00%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.