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| Name: |
POLEN CAPITAL MANAGEMENT INC |
| City: |
BOCA RATON |
| State: |
FL |
| Zip: |
33431 |
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| Holdings
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
V |
Visa Inc |
4 |
- |
$275.95 |
$2,342,176,000 |
8,392,490 |
5.41% |
443,615,000 |
1,100,709 |
0.497 |
Business Services |
|
|
TMO |
Thermo Fisher Scientific |
9 |
- |
$590.12 |
$1,894,121,000 |
3,258,927 |
4.37% |
814,871,000 |
1,225,807 |
0.822 |
Medical Laboratories ... |
|
|
ABT |
Abbott Laboratories |
10 |
- |
$102.96 |
$1,834,613,000 |
16,141,237 |
4.24% |
349,794,000 |
2,652,929 |
0.912 |
Drug Manufacturers - ... |
|
|
ABNB |
Airbnb, Inc. |
11 |
- |
$144.10 |
$1,769,980,000 |
10,729,752 |
4.09% |
332,087,000 |
167,884 |
3.094 |
N/A |
|
|
ZTS |
Zoetis Inc. |
15 |
- |
$172.79 |
$1,185,335,000 |
7,005,114 |
2.74% |
204,062,000 |
2,033,370 |
1.474 |
Drugs - Generic |
|
|
NKE |
Nike Inc B |
19 |
- |
$92.82 |
$890,138,000 |
9,471,571 |
2.06% |
249,139,000 |
3,567,551 |
0.758 |
Textile - Apparel Foo... |
|
|
PAYC |
Paycom Software, Inc. |
25 |
- |
$179.67 |
$302,551,000 |
1,520,282 |
0.7% |
299,161,000 |
1,503,885 |
2.598 |
N/A |
|
|
AON |
Aon Plc |
26 |
- |
$289.98 |
$277,026,000 |
830,116 |
0.64% |
38,376,000 |
10,500 |
0.363 |
Life & Health Insurance |
|
|
SAP |
SAP AG (ADR) |
27 |
- |
$194.72 |
$248,610,000 |
1,274,726 |
0.57% |
56,502,000 |
32,032 |
1.071 |
Application Software |
|
|
GLOB |
GLOBANT SA |
29 |
- |
$174.00 |
$100,662,000 |
498,574 |
0.23% |
95,491,000 |
140,604 |
1.26 |
N/A |
|
|
MDT |
Medtronic Plc |
30 |
- |
$85.17 |
$92,868,000 |
1,065,609 |
0.21% |
11,847,000 |
82,105 |
0.08 |
Medical Appliances & ... |
|
|
MSCI |
Msci Inc |
31 |
- |
$505.53 |
$76,253,000 |
136,056 |
0.18% |
-352,000 |
750 |
0.164 |
Business Services |
|
|
SHOP |
Shopify Inc |
32 |
- |
$57.02 |
$64,109,000 |
830,755 |
0.15% |
3,357,000 |
50,879 |
0.07 |
N/A |
|
|
ASML |
ASML Holding N.V. (ADR) |
34 |
- |
$0.00 |
$49,600,000 |
51,109 |
0.11% |
13,437,000 |
3,333 |
0.012 |
Semiconductor Equipme... |
|
|
HDB |
HDFC Bank Limited (ADR) |
35 |
- |
$56.17 |
$39,770,000 |
710,550 |
0.09% |
34,599,000 |
147,223 |
0.039 |
Foreign Regional Banks |
|
|
TME |
Tencent Music Entertainment... |
36 |
- |
$0.00 |
$29,797,000 |
2,662,781 |
0.07% |
6,404,000 |
66,412 |
0.397 |
N/A |
|
|
UL |
Unilever Plc (ADR) |
38 |
- |
$54.28 |
$25,137,000 |
500,827 |
0.06% |
2,451,000 |
32,879 |
0.043 |
Food - Major Diversified |
|
|
DLO |
Dlocal Ord Shs Class A |
40 |
- |
$9.42 |
$18,815,000 |
1,279,920 |
0.04% |
-2,453,000 |
77,679 |
0.871 |
N/A |
|
|
PGNY |
Progyny, Inc. |
41 |
- |
$0.00 |
$14,419,000 |
377,944 |
0.03% |
1,761,000 |
37,483 |
0.394 |
N/A |
|
|
YUMC |
Yum China Holdings, Inc. |
43 |
- |
$38.30 |
$12,219,000 |
307,085 |
0.03% |
705,000 |
35,719 |
0.073 |
N/A |
|
|
RVLV |
Revolve Group, Llc |
46 |
- |
$20.99 |
$11,018,000 |
520,467 |
0.03% |
4,224,000 |
110,718 |
0.961 |
N/A |
|
|
EXLS |
Exlservice Holdings, Inc. |
48 |
- |
$31.14 |
$9,871,000 |
310,415 |
0.02% |
7,136,000 |
221,765 |
0.188 |
Business Services |
|
|
CWAN |
Clearwater Analytics Holdin... |
50 |
- |
$19.04 |
$9,667,000 |
546,482 |
0.02% |
3,840,000 |
255,592 |
0.342 |
N/A |
|
|
GNRC |
Generac Holdings Inc. |
51 |
- |
$154.23 |
$9,344,000 |
74,074 |
0.02% |
3,382,000 |
27,939 |
0.118 |
Electronic Equipment |
|
|
MEDP |
Medpace Holdings, Inc. |
57 |
- |
$396.65 |
$6,854,000 |
16,959 |
0.02% |
1,683,000 |
89 |
0.048 |
N/A |
|
|
SITM |
Sitime Corp |
62 |
- |
$0.00 |
$5,740,000 |
61,563 |
0.01% |
1,513,000 |
26,935 |
0.287 |
N/A |
|
|
AHS |
AMN Healthcare Services Inc |
71 |
- |
$55.85 |
$3,672,000 |
58,749 |
0.01% |
271,000 |
13,333 |
0.101 |
Staffing & Outsourcin... |
|
|
DAVA |
Endava Plc |
79 |
- |
$29.25 |
$2,675,000 |
70,331 |
0.01% |
-2,502,000 |
3,833 |
0.177 |
N/A |
|
|
ETSY |
Etsy Inc |
81 |
- |
$64.18 |
$2,628,000 |
38,239 |
0.01% |
-154,000 |
3,917 |
0.03 |
N/A |
|
|
TECH |
Techne Corp |
82 |
- |
$82.68 |
$2,606,000 |
37,024 |
0.01% |
879,000 |
14,641 |
0.024 |
Biotechnology |
|
|
AZPN |
Aspen Technology Inc |
83 |
- |
$197.54 |
$2,433,000 |
11,408 |
0.01% |
-14,000 |
291 |
0.016 |
Application Software |
|
|
MKTX |
MarketAxess Holdings Inc |
89 |
- |
$217.56 |
$1,790,000 |
8,165 |
0% |
-66,069,000 |
3,704 |
0.022 |
Investment Brokerage ... |
|
|
IWM |
iShares Tr Russell 2000 Indx |
96 |
- |
$208.34 |
$1,060,000 |
5,040 |
0% |
-4,111,000 |
3,266 |
0 |
Closed - End Fund - E... |
|
|
CATH |
Global X S&p 500 Catholic V... |
98 |
- |
$64.13 |
$998,000 |
15,688 |
0% |
609,000 |
10,300 |
0.168 |
N/A |
|
