Polen Capital Management holdings history

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187 is the total number of securities Polen Capital Management has owned. The longest Polen Capital Management has owned a single stock is 42 quarters.

Polen Capital Management historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
V Visa Inc Cl A42424.18%6.60%8.55%Q2 2013Q3 202342
ACN ACCENTURE PLC IRELAND42423.94%4.86%5.62%Q2 2013Q3 202342
NKE Nike Inc Cl B42421.55%4.82%8.42%Q2 2013Q3 202342
MA MASTERCARD INCORPORATED42420.01%3.49%6.36%Q2 2013Q3 202342
IT GARTNER INC42421.70%3.16%4.96%Q2 2013Q3 202342
ADP Automatic Data Process...41410.09%3.24%6.53%Q3 2013Q3 202341
IWF Ishares Tr Russell 14010.01%0.16%1.59%Q2 2013Q3 202341
SBUX STARBUCKS CORP39390.00%4.37%6.61%Q2 2013Q4 202239
ADBE ADOBE SYSTEMS INCORPOR...35351.98%6.03%9.91%Q1 2015Q3 202335
FB META PLATFORMS INC3220.00%5.89%8.76%Q3 2013Q1 202334
ORCL ORACLE CORP3130.00%3.90%6.72%Q2 2013Q1 202234
REGN Regeneron Pharma Inc3130.00%3.12%6.81%Q2 2013Q1 202234
GOOG ALPHABET INC32325.84%7.06%8.22%Q4 2015Q3 202332
GOOGL ALPHABET INC32320.62%2.43%4.67%Q4 2015Q3 202332
ALGN ALIGN TECHNOLOGY INC31311.03%2.64%5.20%Q1 2016Q3 202331
SAP SAP SE2550.01%0.16%0.44%Q2 2013Q3 202330
ABT ABBOTT LABS17110.05%4.94%6.65%Q3 2013Q3 202328
ORLY O REILLY AUTOMOTIVE IN...2330.00%3.69%6.47%Q3 2014Q1 202226
ICLR ICON PLC26260.01%0.38%0.91%Q2 2017Q3 202326
UL UNILEVER PLC26260.01%0.06%0.12%Q2 2017Q3 202326
MSFT MICROSOFT CORP25254.25%7.70%10.98%Q3 2017Q3 202325
BABA ALIBABA GROUP HLDG LTD25250.00%0.20%0.76%Q4 2015Q4 202125
FOXF FOX FACTORY HLDG CORP25250.00%0.02%0.05%Q3 2017Q3 202325
ZTS ZOETIS INC24242.13%4.04%6.04%Q4 2017Q3 202324
MDT MEDTRONIC PLC24240.01%0.14%0.24%Q4 2017Q3 202324
ALRM ALARM COM HLDGS INC24240.00%0.02%0.03%Q4 2017Q3 202324
AMN AMN HEALTHCARE SVCS INC24240.00%0.01%0.03%Q4 2017Q3 202324
TREX TREX CO INC24240.00%0.01%0.02%Q4 2017Q3 202324
CHKP CHECK POINT SOFTWARE T...23230.00%0.04%0.10%Q3 2015Q1 202123
GLOB GLOBANT S A22220.00%0.05%0.19%Q2 2018Q3 202322
DG DOLLAR GEN CORP NEW1830.00%3.11%5.04%Q3 2016Q1 202221
PYPL PAYPAL HLDGS INC19192.37%3.38%4.56%Q1 2019Q3 202319
AAPL APPLE INC19190.01%3.05%5.09%Q2 2013Q4 201719
NVO NOVO-NORDISK A S1710.01%0.11%1.89%Q2 2013Q3 202319
EEFT EURONET WORLDWIDE INC1450.00%0.01%0.02%Q1 2018Q3 202319
PAYC PAYCOM SOFTWARE INC1090.00%0.01%0.02%Q4 2017Q3 202319
ALTR ALTAIR ENGR INC18180.00%0.01%0.02%Q1 2019Q2 202318
FND FLOOR & DECOR HLDGS INC1080.00%0.01%0.02%Q4 2018Q3 202318
FAST FASTENAL CO17170.01%2.42%4.30%Q2 2013Q2 201717
APPF APPFOLIO INC17170.00%0.02%0.03%Q3 2019Q3 202317
FIVE FIVE BELOW INC1070.00%0.02%0.05%Q1 2018Q3 202317
TJX TJX COS INC NEW16160.00%4.19%5.48%Q4 2013Q3 201716
NOW SERVICENOW INC16162.16%4.17%5.87%Q4 2019Q3 202316
CRM SALESFORCE INC16161.97%4.16%5.54%Q4 2019Q3 202316
WING WINGSTOP INC16160.00%0.02%0.04%Q4 2019Q3 202316
PCLN PRICELINE GRP INC15152.09%4.94%6.00%Q2 2014Q4 201715
CELG CELGENE CORP15150.00%3.81%6.14%Q4 2014Q2 201815
ADSK AUTODESK INC15152.52%3.70%4.54%Q1 2020Q3 202315
RVLV REVOLVE GROUP INC15150.01%0.03%0.04%Q1 2020Q3 202315
YETI YETI HLDGS INC15150.00%0.02%0.04%Q1 2020Q3 202315
ETSY ETSY INC15150.00%0.01%0.04%Q1 2020Q3 202315
HELE HELEN OF TROY LTD15150.01%0.01%0.02%Q1 2020Q3 202315
EPAM EPAM SYS INC1020.00%0.01%0.04%Q1 2018Q3 202315
HLI HOULIHAN LOKEY INC14140.01%0.03%0.04%Q2 2020Q3 202314
QLYS QUALYS INC14140.01%0.02%0.04%Q2 2020Q3 202314
BL BLACKLINE INC14140.01%0.02%0.03%Q2 2020Q3 202314
BIDU BAIDU INC820.00%0.02%0.04%Q1 2015Q1 201914
ACWX ISHARES TR1010.00%0.02%0.06%Q4 2019Q3 202314
UNH UNITEDHEALTH GROUP INC13132.73%3.34%4.22%Q3 2020Q3 202313
ILMN ILLUMINA INC13130.46%2.02%3.12%Q3 2020Q3 202313
AON AON PLC13130.18%0.55%0.87%Q3 2020Q3 202313
GSHD GOOSEHEAD INS INC13130.01%0.03%0.04%Q3 2020Q3 202313
POOL POOL CORPORATION13130.00%0.01%0.01%Q3 2017Q3 202013
TREE LENDINGTREE INC NEW13130.00%0.00%0.01%Q4 2017Q4 202013
NSRGY NESTLE S.A. ADR12123.52%4.19%4.70%Q2 2014Q1 201712
BKNG BOOKING HOLDINGS INC930.00%1.72%3.37%Q1 2018Q1 202212
MSCI MSCI INC1110.19%1.64%2.72%Q3 2019Q3 202312
DAVA ENDAVA PLC12120.01%0.03%0.04%Q4 2020Q3 202312
TME TENCENT MUSIC ENTMT GROUP12120.00%0.02%0.07%Q4 2020Q3 202312
DT DYNATRACE INC12120.01%0.01%0.02%Q4 2020Q3 202312
BLKB BLACKBAUD INC12120.00%0.01%0.01%Q4 2017Q3 202012
AMZN AMAZON COM INC11114.49%9.34%13.65%Q1 2021Q3 202311
NFLX NETFLIX INC11112.20%4.32%7.22%Q1 2021Q3 202311
PGNY PROGYNY INC11110.02%0.03%0.04%Q1 2021Q3 202311
ACWI ISHARES TR1010.00%0.03%0.11%Q4 2020Q3 202311
MASI MASIMO CORP11110.00%0.01%0.01%Q1 2018Q3 202011
CPRT COPART INC11110.00%0.01%0.01%Q4 2020Q2 202311
OLLI OLLIES BARGAIN OUTLT H...11110.00%0.00%0.01%Q3 2017Q1 202011
TXRH TEXAS ROADHOUSE INC11110.00%0.00%0.01%Q4 2017Q2 202011
TPLC TIMOTHY PLAN11110.00%0.00%0.00%Q1 2021Q3 202311
GOOGL Google Inc Cl A10103.53%5.89%9.30%Q2 2013Q3 201510
GWW W.W. Granger Inc10100.01%3.13%4.32%Q2 2013Q3 201510
ISRG INTUITIVE SURGICAL INC910.00%1.92%3.75%Q2 2013Q3 202210
MELI MERCADOLIBRE INC10100.05%0.10%0.18%Q2 2021Q3 202310
ASML ASML HOLDING N V10100.06%0.10%0.12%Q2 2021Q3 202310
SHOP SHOPIFY INC10100.04%0.07%0.13%Q2 2021Q3 202310
EXPO EXPONENT INC10100.00%0.02%0.04%Q4 2019Q1 202210
PCTY PAYLOCITY HLDG CORP10100.00%0.01%0.02%Q1 2020Q2 202210
TTD THE TRADE DESK INC10100.00%0.01%0.01%Q2 2021Q3 202310
LMAT LEMAITRE VASCULAR INC10100.00%0.00%0.01%Q1 2018Q2 202010
KARO KAROOOOO LTD10100.00%0.00%0.01%Q2 2021Q3 202310
LFUS LITTELFUSE INC10100.00%0.00%0.00%Q4 2017Q1 202010
EXLS EXLSERVICE HOLDINGS INC910.00%0.00%0.01%Q4 2017Q3 202310
ABNB AIRBNB INC992.78%3.48%4.34%Q3 2021Q3 20239
EL LAUDER ESTEE COS INC540.00%0.08%0.11%Q3 2020Q3 20239
RELX RELX PLC990.03%0.05%0.08%Q3 2018Q3 20209
MDSO MEDIDATA SOLUTIONS INC990.00%0.03%0.26%Q3 2017Q3 20199
CATH GLOBAL X FDS990.00%0.01%0.03%Q3 2021Q3 20239
RH RH990.00%0.01%0.02%Q3 2021Q3 20239
FTCH FARFETCH LTD990.00%0.01%0.02%Q2 2021Q2 20239
TYL TYLER TECHNOLOGIES INC990.00%0.01%0.01%Q3 2021Q3 20239
FICO FAIR ISAAC CORP990.00%0.01%0.01%Q3 2021Q3 20239
CMD CANTEL MEDICAL CORP990.00%0.00%0.01%Q3 2017Q3 20199
LOPE GRAND CANYON ED INC990.00%0.00%0.01%Q4 2017Q4 20199
NEOG NEOGEN CORP990.00%0.00%0.00%Q4 2017Q4 20199
FDS FACTSET RESH SYS INC882.17%3.29%3.69%Q2 2013Q1 20158
DOCU DOCUSIGN INC880.01%1.05%1.33%Q4 2021Q3 20238
DCT DUCK CREEK TECHNOLOGIE...880.02%0.02%0.03%Q1 2021Q4 20228
MEDP MEDPACE HLDGS INC880.00%0.02%0.04%Q2 2020Q1 20228
OLO OLO INC880.01%0.02%0.03%Q3 2021Q2 20238
WARBY PARKER INC880.01%0.02%0.03%Q4 2021Q3 20238
AGN Allergan Inc775.09%7.09%9.80%Q2 2013Q4 20147
HLNE HAMILTON LANE INC770.01%0.02%0.03%Q1 2022Q3 20237
BMBL BUMBLE INC770.01%0.02%0.02%Q1 2022Q3 20237
MBUU MALIBU BOATS INC770.01%0.01%0.02%Q3 2020Q1 20227
SKIL SKILLSOFT CORP770.00%0.01%0.02%Q1 2022Q3 20237
ENV ENVESTNET INC770.00%0.01%0.01%Q4 2019Q2 20217
AZPN ASPEN TECHNOLOGY INC610.00%0.01%0.01%Q4 2017Q1 20227
MPWR MONOLITHIC PWR SYS INC430.00%0.00%0.00%Q4 2017Q3 20237
MYTE MYT NETHERLANDS PARENT...770.00%0.00%0.00%Q4 2021Q2 20237
GOOG GOOGLE INC664.45%5.01%5.50%Q2 2014Q3 20156
EDU NEW ORIENTAL ED & TECH...660.12%0.17%0.23%Q1 2020Q2 20216
FORUM ENERGY TECHNOLOG...420.06%0.12%0.16%Q1 2022Q3 20236
DOCS DOXIMITY INC660.01%0.02%0.02%Q2 2022Q3 20236
SITE SITEONE LANDSCAPE SUPP...660.01%0.01%0.01%Q2 2022Q3 20236
ASPEN TECHNOLOGY INC660.00%0.00%0.01%Q2 2022Q3 20236
STMP STAMPS COM INC660.00%0.00%0.01%Q4 2017Q1 20196
HCSG HEALTHCARE SVCS GRP INC660.00%0.00%0.00%Q4 2017Q1 20196
CRL CHARLES RIV LABS INTL INC660.00%0.00%0.00%Q2 2022Q3 20236
TPIF TIMOTHY PLAN330.00%0.00%0.00%Q2 2021Q3 20236
QCOM Qualcomm Inc556.68%6.80%7.02%Q2 2013Q2 20145
TROW T Rowe Price Grp Inc554.13%6.11%7.00%Q2 2013Q2 20145
ATHM AUTOHOME INC320.00%0.02%0.04%Q3 2021Q3 20235
RENX RELX NV550.00%0.02%0.03%Q2 2017Q2 20185
CDW CDW CORP550.00%0.01%0.01%Q4 2020Q4 20215
EBAY Ebay Inc443.84%4.94%5.70%Q2 2013Q1 20144
TMO THERMO FISHER SCIENTIF...442.86%3.18%3.52%Q4 2022Q3 20234
HDB HDFC BANK LTD440.05%0.07%0.08%Q4 2022Q3 20234
DLO DLOCAL LTD440.00%0.05%0.10%Q4 2022Q3 20234
TRUP TRUPANION INC440.02%0.03%0.05%Q2 2021Q1 20224
LVS LAS VEGAS SANDS CORP440.00%0.03%0.05%Q4 2022Q3 20234
CCC INTELLIGENT SOLUTI...440.01%0.02%0.03%Q4 2022Q3 20234
SLP SIMULATIONS PLUS INC440.01%0.02%0.02%Q4 2020Q3 20214
FSV FIRSTSERVICE CORP NEW440.01%0.01%0.02%Q4 2022Q3 20234
SITM SITIME CORP440.01%0.01%0.01%Q4 2022Q3 20234
GNRC GENERAC HLDGS INC440.01%0.01%0.01%Q4 2020Q3 20214
USPH U S PHYSICAL THERAPY INC440.00%0.00%0.01%Q2 2019Q1 20204
YNDX YANDEX N V440.00%0.00%0.01%Q1 2021Q4 20214
HEI HEICO CORP NEW440.00%0.00%0.00%Q4 2020Q3 20214
IWM ISHARES TR210.00%0.00%0.01%Q1 2022Q2 20234
NTRI NUTRI SYS INC NEW440.00%0.00%0.00%Q4 2017Q3 20184
MED MEDIFAST INC440.00%0.00%0.00%Q1 2019Q4 20194
ALIT ALIGHT INC330.02%0.03%0.03%Q1 2023Q3 20233
WDFC WD-40 CO330.01%0.02%0.02%Q2 2020Q4 20203
BRKS AZENTA INC330.01%0.01%0.02%Q2 2022Q4 20223
EVTC EVERTEC INC330.00%0.00%0.00%Q1 2023Q3 20233
ELLI ELLIE MAE INC330.00%0.00%0.01%Q3 2018Q1 20193
MKTX MARKETAXESS HLDGS INC330.00%0.00%0.00%Q4 2017Q2 20183
PBH PRESTIGE CONSMR HEALTH...330.00%0.00%0.00%Q2 2018Q4 20183
INGN INOGEN INC330.00%0.00%0.00%Q4 2018Q2 20193
TAL TAL EDUCATION GROUP330.00%0.00%0.00%Q2 2021Q4 20213
INTU Intuit Inc225.39%5.41%5.42%Q2 2013Q3 20132
NVDA NVIDIA CORP222.17%3.08%4.00%Q3 2018Q4 20182
CHRW CH Robinson Inc222.42%2.46%2.51%Q2 2013Q3 20132
WDAY WORKDAY INC222.17%2.20%2.23%Q2 2023Q3 20232
YUMC YUM CHINA HLDGS INC220.03%0.03%0.03%Q2 2023Q3 20232
BIGC BIGCOMMERCE HLDGS INC220.01%0.02%0.02%Q4 2021Q1 20222
SWI Solarwinds Inc Com220.01%0.01%0.01%Q1 2014Q2 20142
CLB Core Laboratories Nv220.01%0.01%0.01%Q2 2013Q3 20132
DOCGO INC220.01%0.01%0.01%Q1 2023Q2 20232
MORN MORNINGSTAR INC220.00%0.01%0.01%Q2 2023Q3 20232
VUG VANGUARD INDEX FDS220.00%0.00%0.01%Q2 2023Q3 20232
MKL MARKEL GROUP INC220.00%0.00%0.00%Q2 2023Q3 20232
Abbott Labs115.48%5.48%5.48%Q2 2013Q2 20131
VAR Varian Medical Sys113.23%3.23%3.23%Q2 2013Q2 20131
LLY ELI LILLY & CO110.88%0.88%0.88%Q3 2023Q3 20231
IUSG ISHARES TR110.03%0.03%0.03%Q4 2022Q4 20221
CLEARWATER ANALYTICS H...110.02%0.02%0.02%Q3 2023Q3 20231
XPEL XPEL INC110.01%0.01%0.01%Q3 2023Q3 20231
OLAPLEX HLDGS INC110.01%0.01%0.01%Q4 2022Q4 20221
TSM TAIWAN SEMICONDUCTOR M...110.01%0.01%0.01%Q3 2023Q3 20231
FET FORUM ENERGY TECHNOLOG...110.01%0.01%0.01%Q1 2023Q1 20231
LESL LESLIES INC110.01%0.01%0.01%Q2 2023Q2 20231
ARMH ARM HLDGS PLC110.00%0.00%0.00%Q2 2016Q2 20161
WAGE WAGEWORKS INC110.00%0.00%0.00%Q2 2018Q2 20181
JMST J P MORGAN EXCHANGE TR...110.00%0.00%0.00%Q3 2022Q3 20221
SQ BLOCK INC110.00%0.00%0.00%Q2 2022Q2 20221
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The securities at the top of the list , including Visa Inc Cl A, ACCENTURE PLC IRELAND, and Nike Inc Cl B, are the highest-conviction holdings of Polen Capital Management.

The conviction is calculated by counting the number of quarters a security has been reported by Polen Capital Management. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Polen Capital Management owns currently or has owned in the past.