Polen Capital Management, LLC

Компания	Доля, %
Align Technology, Inc.	1.69
Autodesk	1.68
Adobe	0.74
ICON Public Limited Company	0.7
Starbucks	0.67
Revolve Group, Inc.	0.36
Fox Factory Holding Corp.	0.22
Alarm.com	0.21
Goosehead Insurance, Inc	0.2
AppFolio, Inc.	0.19
Medpace Holdings, Inc.	0.17
Endava plc	0.16
Progyny, Inc.	0.16
YETI Holdings, Inc.	0.14
BlackLine	0.14
Olo Inc.	0.13
Helen of Troy Limited	0.13
Qualys	0.13
Duck Creek Technologies, Inc.	0.11
Check Point Software	0.08

Сектор	Количество
Technology	17
Healthcare	5
Financials	3
Consumer Discretionary	3
Consumer Staples	3
Интернет	2
High Tech	1
Industrials	1