Polen Capital Management, LLC

Компания	Доля, %
Align Technology, Inc.	1.67
Autodesk	1.65
Adobe	0.73
Starbucks	0.69
Alarm.com	0.2
AppFolio, Inc.	0.18
Medpace Holdings, Inc.	0.16
Endava plc	0.15
Qualys	0.13
BlackLine	0.13
Progyny, Inc.	0.11
Duck Creek Technologies, Inc.	0.11
Check Point Software	0.08
Paylocity Holding Corporation	0.06
Blackbaud, Inc.	0.05
ETSY	0.04
Smith & Nephew plc	0.03
Mail.Ru Group	0.02
NagaCorp Ltd.	0.02
Яндекс (Yandex)	0.01

Сектор	Количество
Technology	14
Healthcare	4
Financials	2
Интернет	2
Consumer Discretionary	1
Industrials	1