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POLEN CAPITAL MANAGEMENT LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
PayPal Holdings, Inc. PYPLCOM22,163,0259,642,6491,478,938,633,000528,141,253,0003.67  Hist 06/30/2023
GLOBAL MED TECHNOLOGIES INC GLOBCOM367,091166,53965,973,593,00033,080,902,0000.16  Hist 06/30/2023
HDFC BANK LTD HDBSPONSORED ADS461,637165,42232,176,124,00012,427,437,0000.08  Hist 06/30/2023
dLocal Ltd DLOCommon1,688,501790,46720,608,155,0006,042,044,0000.050.57 Hist 06/30/2023
Alight, Inc. / Delaware ALITCommon1,376,117628,56912,715,321,0005,830,404,0000.03  Hist 06/30/2023
SITIME Corp SITMCommon35,18413,7514,150,601,0001,102,126,0000.010.16 Hist 06/30/2023
DocGo Inc. DCGOCommon455,96188,4484,272,356,0001,093,369,0000.010.44 Hist 06/30/2023
TYLER TECHNOLOGIES INC TYLCommon12,5602075,230,863,000849,995,0000.010.03 Hist 06/30/2023
LAS VEGAS SANDS CORP LVSCommon333,8939,74519,365,794,000743,491,0000.05  Hist 06/30/2023
MONOLITHIC POWER SYSTEMS INC MPWRCommon2,4641,1481,331,127,000672,416,0000.000.01 Hist 06/30/2023
YETI Holdings, Inc. YETICommon225,78616,3308,769,519,000391,262,0000.020.26 Hist 06/30/2023
AUTOMATIC DATA PROCESSING INC ADPCommon545,3327,879119,858,622,000205,378,0000.300.13 Hist 06/30/2023
EPAM Systems, Inc. EPAMCom58,48513,85713,144,504,000-199,268,0000.03  Hist 06/30/2023
ESTEE LAUDER COMPANIES INC ELCommon127,2406,78824,987,401,000-4,699,265,0000.06  Hist 06/30/2023
ILLUMINA, INC. ILMNCommon5,097,46114,983955,722,870,000-226,207,438,0002.37  Hist 06/30/2023
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