HoldingsChannel.com
Polen Capital Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
MICROSOFT CORP 15,599,767 -576,663 $2,460,083
     MSFT15,599,767-576,663$2,460,083
VISA INC 10,160,598 +277,305 $1,909,176
     V10,160,598+277,305$1,909,176
ALPHABET INC 1,408,389 +44,705 $1,883,044
     GOOG1,408,389+44,705$1,883,044
FACEBOOK INC 8,959,606 -838,964 $1,838,959
     FB8,959,606-838,964$1,838,959
ADOBE INC 4,953,887 +141,977 $1,633,841
     ADBE4,953,887+141,977$1,633,841
ZOETIS INC 10,826,159 +293,598 $1,432,842
     ZTS10,826,159+293,598$1,432,842
MASTERCARD INC 4,722,849 +157,840 $1,410,195
     MA4,722,849+157,840$1,410,195
ACCENTURE PLC IRELAND 6,290,843 +191,131 $1,324,663
     ACN6,290,843+191,131$1,324,663
NIKE INC 10,881,540 +330,620 $1,102,409
     NKE10,881,540+330,620$1,102,409
O REILLY AUTOMOTIVE INC NEW 2,328,629 +70,847 $1,020,545
     ORLY2,328,629+70,847$1,020,545
DOLLAR GEN CORP NEW 6,416,730 +164,020 $1,000,882
     DG6,416,730+164,020$1,000,882
AUTOMATIC DATA PROCESSING IN 5,051,703 +173,544 $861,315
     ADP5,051,703+173,544$861,315
PAYPAL HLDGS INC 7,690,677 +198,134 $831,900
     PYPL7,690,677+198,134$831,900
GARTNER INC 5,328,987 +153,981 $821,197
     IT5,328,987+153,981$821,197
ALIGN TECHNOLOGY INC 2,826,782 +46,267 $788,785
     ALGN2,826,782+46,267$788,785
ABBOTT LABS 8,924,157 +8,802,518 $775,152
     ABT8,924,157+8,802,518$775,152
STARBUCKS CORP 7,582,198 +272,323 $666,627
     SBUX7,582,198+272,323$666,627
REGENERON PHARMACEUTICALS 1,676,294 +34,084 $629,415
     REGN1,676,294+34,084$629,415
BOOKING HLDGS INC 267,214 +6,226 $548,785
     BKNG267,214+6,226$548,785
SERVICENOW INC 1,940,426 +1,940,426 $547,821
     NOW1,940,426+1,940,426$547,821
MSCI INC 2,112,980 +42,134 $545,529
     MSCI2,112,980+42,134$545,529
ALPHABET INC 404,133 +5,740 $541,291
     GOOGL404,133+5,740$541,291
SALESFORCE COM INC 3,081,772 +3,081,772 $501,219
     CRM3,081,772+3,081,772$501,219
ALIBABA GROUP HLDG LTD 396,478 +104,733 $84,093
     BABA396,478+104,733$84,093
ICON PLC 260,128 +36,370 $44,802
     ICLR260,128+36,370$44,802
SAP SE 277,326 +46,636 $37,159
     SAP277,326+46,636$37,159
MEDTRONIC PLC 301,831 +83,829 $34,243
     MDT301,831+83,829$34,243
UNILEVER PLC 376,895 +58,041 $21,547
     UL376,895+58,041$21,547
RELX PLC 732,845 +112,733 $18,519
     RELX732,845+112,733$18,519
CHECK POINT SOFTWARE TECH LT 141,869 +19,670 $15,742
     CHKP141,869+19,670$15,742
ORACLE CORP 212,583 -14,845,478 $11,263
     ORCL212,583-14,845,478$11,263
NOVO NORDISK A S 118,809 +49,660 $6,877
     NVO118,809+49,660$6,877
ISHARES TR (IWF) 37,833 -7,716 $6,656
     IWF37,833-7,716$6,656
GLOBANT S A 25,594 +3,373 $2,714
     GLOB25,594+3,373$2,714
POOL CORPORATION 11,709 +1,587 $2,487
     POOL11,709+1,587$2,487
ISHARES TR (ACWX) 46,108 +46,108 $2,265
     ACWX46,108+46,108$2,265
FOX FACTORY HLDG CORP 31,884 +4,321 $2,218
     FOXF31,884+4,321$2,218
TREX CO INC 18,857 +2,549 $1,695
     TREX18,857+2,549$1,695
APPFOLIO INC 13,886 +5,677 $1,527
     APPF13,886+5,677$1,527
BLACKBAUD INC 18,856 +2,559 $1,501
     BLKB18,856+2,559$1,501
LEMAITRE VASCULAR INC 39,888 +10,552 $1,434
     LMAT39,888+10,552$1,434
FLOOR & DECOR HLDGS INC 26,555 +3,606 $1,349
     FND26,555+3,606$1,349
EXPONENT INC 19,527 +19,527 $1,348
     EXPO19,527+19,527$1,348
MASIMO CORP 7,643 +1,035 $1,208
     MASI7,643+1,035$1,208
EURONET WORLDWIDE INC 7,609 +1,029 $1,199
     EEFT7,609+1,029$1,199
U S PHYSICAL THERAPY INC 10,358 +3,303 $1,184
     USPH10,358+3,303$1,184
EPAM SYS INC 5,351 +726 $1,135
     EPAM5,351+726$1,135
LITTELFUSE INC 5,403 +728 $1,034
     LFUS5,403+728$1,034
GRAND CANYON ED INC 10,579 +1,434 $1,013
     LOPE10,579+1,434$1,013
AMN HEALTHCARE SERVICES INC 15,657 +2,117 $976
     AMN15,657+2,117$976

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 12/31/2019: $25,392,583
At 09/30/2019: $21,710,787

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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