Polen Capital Management Portfolio March 31, 2021
Polen Capital Management, revealed in a recent regulatory filing his newest positions. In his Polen Capital Management’s portfolio you can find the top 50 holdings based on Capital’s 13F filings as of March 31, 2021.
| No. | Stock | Class | Value | % of total portfolio | Shares | Price per share* |
| 1 | AMAZON COM INC | COM | 4,701,148,000 | 9.2 | 1,442,092 | 3259.95 |
| 2 | ALPHABET INC | CAP STK CL C | 4,130,070,000 | 8.1 | 1,478,727 | 2792.99 |
| 3 | ADOBE SYSTEMS INCORPORATED | COM | 3,035,586,000 | 5.9 | 6,662,539 | 455.62 |
| 4 | MICROSOFT CORP | COM | 3,018,695,000 | 5.9 | 9,791,102 | 308.31 |
| 5 | META PLATFORMS INC | CL A | 2,927,505,000 | 5.7 | 13,165,612 | 222.36 |
| 6 | VISA INC | COM CL A | 2,881,542,000 | 5.6 | 12,993,382 | 221.77 |
| 7 | MASTERCARD INCORPORATED | CL A | 2,834,942,000 | 5.5 | 7,932,570 | 357.38 |
| 8 | ABBOTT LABS | COM | 2,654,025,000 | 5.2 | 22,423,328 | 118.36 |
| 9 | AIRBNB INC | COM CL A | 2,224,897,000 | 4.3 | 12,953,525 | 171.76 |
| 10 | SALESFORCE COM INC | COM | 2,139,766,000 | 4.2 | 10,078,023 | 212.32 |
| 11 | ACCENTURE PLC IRELAND | SHS CLASS A | 2,019,557,000 | 3.9 | 5,988,665 | 337.23 |
| 12 | UNITEDHEALTH GROUP INC | COM | 1,918,901,000 | 3.7 | 3,762,772 | 509.97 |
| 13 | NETFLIX INC | COM | 1,875,021,000 | 3.7 | 5,005,530 | 374.59 |
| 14 | AUTODESK INC | COM | 1,854,152,000 | 3.6 | 8,650,112 | 214.35 |
| 15 | SERVICENOW INC | COM | 1,792,963,000 | 3.5 | 3,219,600 | 556.89 |
| 16 | PAYPAL HLDGS INC | COM | 1,493,236,000 | 2.9 | 12,911,679 | 115.65 |
| 17 | ZOETIS INC | CL A | 1,264,755,000 | 2.5 | 6,706,372 | 188.59 |
| 18 | NIKE INC | CL B | 1,115,941,000 | 2.2 | 8,293,257 | 134.56 |
| 19 | INTUITIVE SURGICAL INC | COM NEW | 1,077,505,000 | 2.1 | 3,571,683 | 301.68 |
| 20 | GARTNER INC | COM | 1,010,531,000 | 2.0 | 3,397,198 | 297.46 |
| 21 | ILLUMINA INC | COM | 919,331,000 | 1.8 | 2,631,171 | 349.4 |
| 22 | ALIGN TECHNOLOGY INC | COM | 816,077,000 | 1.6 | 1,871,737 | 436.0 |
| 23 | DOCUSIGN INC | COM | 594,708,000 | 1.2 | 5,551,792 | 107.12 |
| 24 | ALPHABET INC | CAP STK CL A | 496,335,000 | 1.0 | 178,451 | 2781.35 |
| 25 | MSCI INC | COM | 430,695,000 | 0.8 | 856,456 | 502.88 |
| 26 | ICON PLC | SHS | 378,706,000 | 0.7 | 1,557,050 | 243.22 |
| 27 | AON PLC | SHS CL A | 320,647,000 | 0.6 | 984,696 | 325.63 |
| 28 | ISHARES TR | RUS 1000 GRW ETF | 308,895,000 | 0.6 | 1,112,613 | 277.63 |
| 29 | MEDTRONIC PLC | SHS | 105,379,000 | 0.2 | 949,789 | 110.95 |
| 30 | SAP SE | SPON ADR | 103,267,000 | 0.2 | 930,669 | 110.96 |
| 31 | STARBUCKS CORP | COM | 77,311,000 | 0.2 | 849,854 | 90.97 |
| 32 | AUTOMATIC DATA PROCESSING IN | COM | 58,366,000 | 0.1 | 256,507 | 227.54 |
| 33 | FORUM ENERGY TECHNOLOGIES IN | NOTE 9.000% 8/0 | 56,103,000 | 0.1 | 1,533,494 | 36.59 |
| 34 | ASML HOLDING N V | N Y REGISTRY SHS | 53,134,000 | 0.1 | 79,550 | 667.93 |
| 35 | MERCADOLIBRE INC | COM | 51,493,000 | 0.1 | 43,290 | 1189.49 |
| 36 | GLOBANT S A | COM | 41,451,000 | 0.1 | 158,168 | 262.07 |
| 37 | SHOPIFY INC | CL A | 37,112,000 | 0.1 | 54,902 | 675.97 |
| 38 | ISHARES TR | MSCI ACWI EX US | 27,615,000 | 0.1 | 528,305 | 52.27 |
| 39 | UNILEVER PLC | SPON ADR NEW | 24,784,000 | 0.0 | 543,872 | 45.57 |
| 40 | ENDAVA PLC | ADS | 23,085,000 | 0.0 | 173,533 | 133.03 |
| 41 | REVOLVE GROUP INC | CL A | 22,060,000 | 0.0 | 410,877 | 53.69 |
| 42 | FOX FACTORY HLDG CORP | COM | 19,218,000 | 0.0 | 196,203 | 97.95 |
| 43 | PROGYNY INC | COM | 18,934,000 | 0.0 | 368,359 | 51.4 |
| 44 | YETI HLDGS INC | COM | 18,084,000 | 0.0 | 301,494 | 59.98 |
| 45 | TRUPANION INC | COM | 17,670,000 | 0.0 | 198,273 | 89.12 |
| 46 | GOOSEHEAD INS INC | COM CL A | 16,973,000 | 0.0 | 216,022 | 78.57 |
| 47 | QUALYS INC | COM | 16,358,000 | 0.0 | 114,864 | 142.41 |
| 48 | HOULIHAN LOKEY INC | CL A | 15,331,000 | 0.0 | 174,617 | 87.8 |
| 49 | WARBY PARKER INC | CL A COM | 14,802,000 | 0.0 | 437,794 | 33.81 |
| 50 | AMN HEALTHCARE SVCS INC | COM | 14,365,000 | 0.0 | 137,691 | 104.33 |
*Price per share is the stock price on the date of the portfolio.