whalepapers
Overview/ Polen Capital Management LLC/ Q1 2020

Polen Capital Management LLC

CIK 0001034524 · As of Q1 2020 · filed May 11, 2020

Q1 2020

Holdings

63 positions · Δ vs prior quarter
MSFT MICROSOFT CORP
$2.53B
11.0%
16,048,078 +448,311 +2.9% Added
META META PLATFORMS INC-CLASS A
$1.80B
7.8%
10,783,819 +1,824,213 +20.4% Added
GOOG ALPHABET INC-CL C
$1.71B
7.4%
1,472,308 +63,919 +4.5% Added
ADBE ADOBE INC
$1.63B
7.1%
5,134,597 +180,710 +3.6% Added
ABT ABBOTT LABORATORIES
$1.31B
5.7%
16,659,583 +7,735,426 +86.7% Added
V VISA INC-CLASS A SHARES
$1.31B
5.7%
8,145,906 −2,014,692 −19.8% Reduced
MA MASTERCARD INC - A
$1.19B
5.2%
4,934,230 +211,381 +4.5% Added
ZTS ZOETIS INC
$1.15B
5.0%
9,767,087 −1,059,072 −9.8% Reduced
ACN ACCENTURE PLC-CL A
$1.09B
4.7%
6,658,492 +367,649 +5.8% Added
NOW SERVICENOW INC
$895.6M
3.9%
3,125,270 +1,184,844 +61.1% Added
CRM SALESFORCE INC
$872.9M
3.8%
6,062,595 +2,980,823 +96.7% Added
REGN REGENERON PHARMACEUTICALS
$840.3M
3.6%
1,721,002 +44,708 +2.7% Added
DG DOLLAR GENERAL CORP
$772.0M
3.3%
5,112,345 −1,304,385 −20.3% Reduced
PYPL PAYPAL HOLDINGS INC
$757.5M
3.3%
7,911,640 +220,963 +2.9% Added
ADP AUTOMATIC DATA PROCESSING
$728.1M
3.2%
5,327,251 +275,548 +5.5% Added
NKE NIKE INC -CL B
$725.8M
3.1%
8,771,584 −2,109,956 −19.4% Reduced
MSCI MSCI INC
$626.0M
2.7%
2,166,322 +53,342 +2.5% Added
ADSK AUTODESK INC
$581.6M
2.5%
3,725,811 +3,725,811 New
IT GARTNER INC
$561.3M
2.4%
5,637,428 +308,441 +5.8% Added
ALGN ALIGN TECHNOLOGY INC
$528.6M
2.3%
3,039,006 +212,224 +7.5% Added
SBUX STARBUCKS CORP
$528.0M
2.3%
8,031,200 +449,002 +5.9% Added
GOOGL ALPHABET INC-CL A
$478.2M
2.1%
411,589 +7,456 +1.8% Added
BABA ALIBABA GROUP HOLDING-SP ADR
$98.8M
0.4%
508,008 +111,530 +28.1% Added
IWF ISHARES RUSSELL 1000 GROWTH
$62.1M
0.3%
412,466 +374,633 +990.2% Added
ICLR ICON PLC
$43.1M
0.2%
317,219 +57,091 +21.9% Added
MDT MEDTRONIC PLC
$37.2M
0.2%
412,859 +111,028 +36.8% Added
SAP SAP SE-SPONSORED ADR
$36.6M
0.2%
331,675 +54,349 +19.6% Added
NEW ORIENTAL ED & TECH GRP I
$29.0M
0.1%
268,008 +268,008 New
RELX RELX PLC - SPON ADR
$19.4M
0.1%
908,876 +176,031 +24.0% Added
UNILEVER PLC
$18.9M
0.1%
374,649 −2,246 −0.6% Reduced
CHKP CHECK POINT SOFTWARE TECH
$17.3M
0.1%
172,300 +30,431 +21.5% Added
ORCL ORACLE CORP
$15.3M
0.1%
317,570 +104,987 +49.4% Added
GLOB GLOBANT SA
$3.6M
0.0%
41,022 +15,428 +60.3% Added
APPF APPFOLIO INC - A
$2.6M
0.0%
23,275 +9,389 +67.6% Added
TREX TREX COMPANY INC
$2.5M
0.0%
31,505 +12,648 +67.1% Added
EXPO EXPONENT INC
$2.3M
0.0%
32,603 +13,076 +67.0% Added
FOXF FOX FACTORY HOLDING CORP
$2.2M
0.0%
53,367 +21,483 +67.4% Added
POOL POOL CORP
$2.1M
0.0%
10,892 −817 −7.0% Reduced
WING WINGSTOP INC
$1.9M
0.0%
23,588 +12,615 +115.0% Added
MASI* MASIMO CORP
$1.9M
0.0%
10,534 +2,891 +37.8% Added
BLKB BLACKBAUD INC
$1.7M
0.0%
31,463 +12,607 +66.9% Added
EPAM EPAM SYSTEMS INC
$1.7M
0.0%
8,967 +3,616 +67.6% Added
LMAT LEMAITRE VASCULAR INC
$1.7M
0.0%
66,572 +26,684 +66.9% Added
AMN AMN HEALTHCARE SERVICES INC
$1.5M
0.0%
26,116 +10,459 +66.8% Added
RVLV REVOLVE GROUP INC
$1.5M
0.0%
168,735 +168,735 New
FND FLOOR & DECOR HOLDINGS INC-A
$1.4M
0.0%
44,294 +17,739 +66.8% Added
ALRM ALARM.COM HOLDINGS INC
$1.3M
0.0%
34,418 +13,849 +67.3% Added
USPH U.S. PHYSICAL THERAPY INC
$1.3M
0.0%
19,358 +9,000 +86.9% Added
ENVUSD ENVESTNET INC
$1.2M
0.0%
22,315 +10,239 +84.8% Added
HELE HELEN OF TROY LTD
$1.2M
0.0%
8,280 +8,280 New
EEFT EURONET WORLDWIDE INC
$1.1M
0.0%
12,760 +5,151 +67.7% Added
OLLI OLLIE'S BARGAIN OUTLET HOLDI
$1.1M
0.0%
22,819 +9,216 +67.7% Added
ALTR* ALTAIR ENGINEERING INC - A
$1.0M
0.0%
38,228 +15,382 +67.3% Added
ORLY O'REILLY AUTOMOTIVE INC
$997K
0.0%
3,311 −2,325,318 −99.9% Reduced
TXRH TEXAS ROADHOUSE INC
$992K
0.0%
24,011 +9,680 +67.5% Added
ETSY ETSY INC
$978K
0.0%
25,454 +25,454 New
YETI YETI HOLDINGS INC
$953K
0.0%
48,846 +48,846 New
TREE LENDINGTREE INC
$945K
0.0%
5,152 +2,087 +68.1% Added
PCTY PAYLOCITY HOLDING CORP
$851K
0.0%
9,641 +9,641 New
LFUS LITTELFUSE INC
$796K
0.0%
5,963 +560 +10.4% Added
FIVE FIVE BELOW
$691K
0.0%
9,813 +3,995 +68.7% Added
BKNG BOOKING HOLDINGS INC
$613K
0.0%
456 −266,758 −99.8% Reduced
ACWX ISHARES MSCI ACWI EX US ETF
$444K
0.0%
11,804 −34,304 −74.4% Reduced

Sold positions

6 closed in Q1 2020 · shares & value as of prior filing
Holding Shares sold Prior value
NVO NOVO-NORDISK A/S-SPONS ADR
118,809 $6.9M
LOPE GRAND CANYON EDUCATION INC
10,579 $1.0M
NEOG NEOGEN CORP
13,968 $912K
EXLS EXLSERVICE HOLDINGS INC
12,633 $877K
MED MEDIFAST INC
5,636 $618K
PAYC PAYCOM SOFTWARE INC
1,712 $453K

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.