HoldingsChannel.com
Polen Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
MICROSOFT CORP 16,048,078 +448,311 $2,530,942
     MSFT16,048,078+448,311$2,530,942
FACEBOOK INC 10,783,819 +1,824,213 $1,798,741
     FB10,783,819+1,824,213$1,798,741
ALPHABET INC 1,472,308 +63,919 $1,712,014
     GOOG1,472,308+63,919$1,712,014
ADOBE INC 5,134,597 +180,710 $1,634,034
     ADBE5,134,597+180,710$1,634,034
ABBOTT LABS 16,659,583 +7,735,426 $1,314,608
     ABT16,659,583+7,735,426$1,314,608
VISA INC 8,145,906 -2,014,692 $1,312,468
     V8,145,906-2,014,692$1,312,468
MASTERCARD INC 4,934,230 +211,381 $1,191,913
     MA4,934,230+211,381$1,191,913
ZOETIS INC 9,767,087 -1,059,072 $1,149,488
     ZTS9,767,087-1,059,072$1,149,488
ACCENTURE PLC IRELAND 6,658,492 +367,649 $1,087,065
     ACN6,658,492+367,649$1,087,065
SERVICENOW INC 3,125,270 +1,184,844 $895,640
     NOW3,125,270+1,184,844$895,640
SALESFORCE COM INC 6,062,595 +2,980,823 $872,892
     CRM6,062,595+2,980,823$872,892
REGENERON PHARMACEUTICALS 1,721,002 +44,708 $840,348
     REGN1,721,002+44,708$840,348
DOLLAR GEN CORP NEW 5,112,345 -1,304,385 $772,015
     DG5,112,345-1,304,385$772,015
PAYPAL HLDGS INC 7,911,640 +220,963 $757,460
     PYPL7,911,640+220,963$757,460
AUTOMATIC DATA PROCESSING IN 5,327,251 +275,548 $728,129
     ADP5,327,251+275,548$728,129
NIKE INC 8,771,584 -2,109,956 $725,761
     NKE8,771,584-2,109,956$725,761
MSCI INC 2,166,322 +53,342 $625,980
     MSCI2,166,322+53,342$625,980
AUTODESK INC 3,725,811 +3,725,811 $581,599
     ADSK3,725,811+3,725,811$581,599
GARTNER INC 5,637,428 +308,441 $561,319
     IT5,637,428+308,441$561,319
ALIGN TECHNOLOGY INC 3,039,006 +212,224 $528,635
     ALGN3,039,006+212,224$528,635
STARBUCKS CORP 8,031,200 +449,002 $527,971
     SBUX8,031,200+449,002$527,971
ALPHABET INC 411,589 +7,456 $478,246
     GOOGL411,589+7,456$478,246
ALIBABA GROUP HLDG LTD 508,008 +111,530 $98,797
     BABA508,008+111,530$98,797
ISHARES TR (IWF) 412,466 +374,633 $62,138
     IWF412,466+374,633$62,138
ICON PLC 317,219 +57,091 $43,142
     ICLR317,219+57,091$43,142
MEDTRONIC PLC 412,859 +111,028 $37,232
     MDT412,859+111,028$37,232
SAP SE 331,675 +54,349 $36,650
     SAP331,675+54,349$36,650
NEW ORIENTAL ED & TECH GRP I 268,008 +268,008 $29,009
     EDU268,008+268,008$29,009
RELX PLC 908,876 +176,031 $19,450
     RELX908,876+176,031$19,450
UNILEVER PLC 374,649 -2,246 $18,946
     UL374,649-2,246$18,946
CHECK POINT SOFTWARE TECH LT 172,300 +30,431 $17,323
     CHKP172,300+30,431$17,323
ORACLE CORP 317,570 +104,987 $15,348
     ORCL317,570+104,987$15,348
GLOBANT S A 41,022 +15,428 $3,605
     GLOB41,022+15,428$3,605
APPFOLIO INC 23,275 +9,389 $2,582
     APPF23,275+9,389$2,582
TREX CO INC 31,505 +12,648 $2,525
     TREX31,505+12,648$2,525
EXPONENT INC 32,603 +13,076 $2,344
     EXPO32,603+13,076$2,344
FOX FACTORY HLDG CORP 53,367 +21,483 $2,241
     FOXF53,367+21,483$2,241
POOL CORPORATION 10,892 -817 $2,143
     POOL10,892-817$2,143
WINGSTOP INC 23,588 +12,615 $1,880
     WING23,588+12,615$1,880
MASIMO CORP 10,534 +2,891 $1,866
     MASI10,534+2,891$1,866
BLACKBAUD INC 31,463 +12,607 $1,748
     BLKB31,463+12,607$1,748
EPAM SYS INC 8,967 +3,616 $1,665
     EPAM8,967+3,616$1,665
LEMAITRE VASCULAR INC 66,572 +26,684 $1,659
     LMAT66,572+26,684$1,659
AMN HEALTHCARE SVCS INC 26,116 +10,459 $1,510
     AMN26,116+10,459$1,510
REVOLVE GROUP INC 168,735 +168,735 $1,458
     RVLV168,735+168,735$1,458
FLOOR & DECOR HLDGS INC 44,294 +17,739 $1,421
     FND44,294+17,739$1,421
ALARM COM HLDGS INC 34,418 +13,849 $1,339
     ALRM34,418+13,849$1,339
U S PHYSICAL THERAPY INC 19,358 +9,000 $1,336
     USPH19,358+9,000$1,336
ENVESTNET INC 22,315 +10,239 $1,200
     ENV22,315+10,239$1,200
HELEN OF TROY CORP LTD 8,280 +8,280 $1,193
     HELE8,280+8,280$1,193

See Full List: All Stocks Held By Polen Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Polen Capital Management LLC

Size ($ in 1000's)
At 03/31/2020: $23,050,442
At 12/31/2019: $25,392,583

Polen Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Polen Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Polen Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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