StockScan > Holders > Polen Capital Management

Polen Capital Management's Portfolio and 13F Filing

Value: $42.85B
Website: www.polencapital.com
CIK: 0001034524
Phone: 561-241-2425
Address: 1825 Nw Corporate Boulevard, Boca Raton, FL (33431)
Latest 13F Filing: 2021-02-11
Polen Capital Management's Stock Holdings & 13F Form
# Stock Name Symbol Current Price

Previous Holdings

(# Shares)

Current Holdings

(# Shares)

 Current Value Percent
21 Intuitive Surgical, Inc. ISRG $396.43 N/A 1,009,582 $400,228,592 0.93%
22 Alphabet Inc. GOOG $175.43 1,626,458

1,717,539

up arrow 91,081

 		$301,307,867 0.70%
23 Illumina, Inc. ILMN $114.46 N/A 2,328,278 $266,494,700 0.62%
24 ICON plc - Ordinary Shares ICLR $315.83 384,405

623,697

up arrow 239,292

 		$196,982,224 0.46%
25 SAP SE ADS SAP $190.67 398,975

655,840

up arrow 256,865

 		$125,049,013 0.29%
26 Alibaba Group Holding Limited A BABA $86.70 725,715

1,215,380

up arrow 489,665

 		$105,373,446 0.25%
27 Automatic Data Processing, Inc. ADP $250.06 6,091,655

389,776

up arrow -5,701,879

 		$97,467,387 0.23%
28 Alphabet Inc. GOOGL $174.18 442,862

462,002

up arrow 19,140

 		$80,471,508 0.19%
29 Medtronic plc. Ordinary Shares MDT $85.64 500,041

815,961

up arrow 315,920

 		$69,878,900 0.16%
30 Check Point Software Technologi CHKP $151.10 208,277

338,437

up arrow 130,160

 		$51,137,831 0.12%
31 RELX PLC PLC American Depositar RELX $43.92 N/A 1,000,703 $43,950,876 0.10%
32 Wingstop Inc. WING $388.97 42,723

76,580

up arrow 33,857

 		$29,787,323 0.07%
33 Medpace Holdings, Inc. MEDP $393.28 28,374

67,656

up arrow 39,282

 		$26,607,752 0.06%
34 Estee Lauder Companies, Inc. (T EL $138.24 N/A 162,612 $22,479,483 0.05%
35 iShares Russell 1000 Growth ETF IWF $342.95 67,938

63,295

up arrow -4,643

 		$21,707,020 0.05%
36 AppFolio, Inc. APPF $246.88 42,905

63,271

up arrow 20,366

 		$15,620,344 0.04%
37 Houlihan Lokey, Inc. Class A HLI $133.35 44,701

104,335

up arrow 59,634

 		$13,913,072 0.03%
38 Floor & Decor Holdings, Inc. FND $118.94 62,273

95,497

up arrow 33,224

 		$11,358,413 0.03%
39 Globant S.A. GLOB $177.73 41,537

60,525

up arrow 18,988

 		$10,757,108 0.03%
40 Exponent, Inc. EXPO $95.44 71,584

106,191

up arrow 34,607

 		$10,134,869 0.02%
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