whalepapers
Overview/ Polen Capital Management LLC/ Q1 2021

Polen Capital Management LLC

CIK 0001034524 · As of Q1 2021 · filed May 12, 2021

Q1 2021

Holdings

71 positions · Δ vs prior quarter
META META PLATFORMS INC-CLASS A
$3.68B
8.3%
12,497,902 +177,413 +1.4% Added
MSFT MICROSOFT CORP
$3.63B
8.2%
15,382,318 +224,044 +1.5% Added
GOOG ALPHABET INC-CL C
$3.21B
7.2%
1,551,385 −166,154 −9.7% Reduced
ADBE ADOBE INC
$2.88B
6.5%
6,056,335 +155,414 +2.6% Added
ABT ABBOTT LABORATORIES
$2.48B
5.6%
20,712,324 +220,118 +1.1% Added
ACN ACCENTURE PLC-CL A
$2.19B
4.9%
7,934,854 +150,538 +1.9% Added
MA MASTERCARD INC - A
$2.09B
4.7%
5,856,129 +76,012 +1.3% Added
V VISA INC-CLASS A SHARES
$2.08B
4.7%
9,826,837 +218,092 +2.3% Added
AMZN AMAZON.COM INC
$2.00B
4.5%
645,536 +645,536 New
CRM SALESFORCE INC
$1.96B
4.4%
9,228,555 +2,186,033 +31.0% Added
ZTS ZOETIS INC
$1.82B
4.1%
11,587,601 +244,701 +2.2% Added
NOW SERVICENOW INC
$1.68B
3.8%
3,354,536 +99,806 +3.1% Added
ADSK AUTODESK INC
$1.58B
3.6%
5,717,326 −684,721 −10.7% Reduced
PYPL PAYPAL HOLDINGS INC
$1.56B
3.5%
6,434,326 −1,523,372 −19.1% Reduced
SBUX STARBUCKS CORP
$1.54B
3.5%
14,048,204 +245,298 +1.8% Added
UNH UNITEDHEALTH GROUP INC
$1.33B
3.0%
3,569,650 +95,941 +2.8% Added
NFLX NETFLIX INC
$1.22B
2.8%
2,346,817 +2,346,817 New
IT GARTNER INC
$1.15B
2.6%
6,322,108 +2,201 +0.0% Added
NKE NIKE INC -CL B
$993.7M
2.2%
7,477,597 +178,897 +2.5% Added
GOOGL ALPHABET INC-CL A
$984.7M
2.2%
477,409 +15,407 +3.3% Added
ILMN ILLUMINA INC
$912.9M
2.1%
2,377,029 +48,751 +2.1% Added
ALGN ALIGN TECHNOLOGY INC
$847.3M
1.9%
1,564,625 −1,034,689 −39.8% Reduced
ISRG INTUITIVE SURGICAL INC
$766.2M
1.7%
1,036,837 +27,255 +2.7% Added
MSCI MSCI INC
$573.3M
1.3%
1,367,415 −454,070 −24.9% Reduced
BABA ALIBABA GROUP HOLDING-SP ADR
$309.2M
0.7%
1,363,684 +148,304 +12.2% Added
ICLR ICON PLC
$150.7M
0.3%
767,550 +143,853 +23.1% Added
AON AON PLC-CLASS A
$121.1M
0.3%
526,184 +148,879 +39.5% Added
MDT MEDTRONIC PLC
$104.8M
0.2%
887,449 +71,488 +8.8% Added
NEW ORIENTAL ED & TECHNOLOGY
$100.7M
0.2%
7,189,265 +6,662,286 +1264.2% Added
SAP SAP SE-SPONSORED ADR
$82.8M
0.2%
674,210 +18,370 +2.8% Added
EL ESTEE LAUDER COMPANIES-CL A
$47.4M
0.1%
162,841 +229 +0.1% Added
ADP AUTOMATIC DATA PROCESSING
$45.4M
0.1%
241,129 −148,647 −38.1% Reduced
IWF ISHARES RUSSELL 1000 GROWTH
$43.0M
0.1%
176,917 +113,622 +179.5% Added
UNILEVER PLC
$28.6M
0.1%
511,928 −165,589 −24.4% Reduced
ETSY ETSY INC
$16.6M
0.0%
82,144 +7,939 +10.7% Added
FOXF FOX FACTORY HOLDING CORP
$15.2M
0.0%
119,659 +21,296 +21.7% Added
RVLV REVOLVE GROUP INC
$15.1M
0.0%
336,599 +65,852 +24.3% Added
GLOB GLOBANT SA
$15.0M
0.0%
72,353 +11,828 +19.5% Added
WING WINGSTOP INC
$13.8M
0.0%
108,391 +31,811 +41.5% Added
MEDP MEDPACE HOLDINGS INC
$13.4M
0.0%
81,948 +14,292 +21.1% Added
GSHD GOOSEHEAD INSURANCE INC -A
$13.4M
0.0%
125,010 +47,577 +61.4% Added
EXPO EXPONENT INC
$12.6M
0.0%
129,515 +23,324 +22.0% Added
ALRM ALARM.COM HOLDINGS INC
$12.0M
0.0%
138,601 +24,317 +21.3% Added
DAVA ENDAVA PLC- SPON ADR
$11.4M
0.0%
134,349 +47,973 +55.5% Added
BL BLACKLINE INC
$11.3M
0.0%
104,517 +20,607 +24.6% Added
DUCK CREEK TECHNOLOGIES INC
$11.3M
0.0%
249,436 +249,436 New
APPF APPFOLIO INC - A
$10.9M
0.0%
76,817 +13,546 +21.4% Added
PGNY PROGYNY INC
$9.9M
0.0%
221,805 +221,805 New
YETI YETI HOLDINGS INC
$9.5M
0.0%
131,131 +25,648 +24.3% Added
EEFT EURONET WORLDWIDE INC
$8.5M
0.0%
61,161 +9,982 +19.5% Added
HELE HELEN OF TROY LTD
$8.4M
0.0%
39,962 +6,973 +21.1% Added
HLI HOULIHAN LOKEY INC
$8.4M
0.0%
126,281 +21,946 +21.0% Added
SLP SIMULATIONS PLUS INC
$8.3M
0.0%
130,758 +41,329 +46.2% Added
AMN AMN HEALTHCARE SERVICES INC
$7.2M
0.0%
97,802 +19,187 +24.4% Added
MBUU MALIBU BOATS INC - A
$7.2M
0.0%
89,901 +17,576 +24.3% Added
QLYS QUALYS INC
$7.0M
0.0%
66,665 +13,058 +24.4% Added
ALTR* ALTAIR ENGINEERING INC - A
$6.4M
0.0%
102,529 +20,070 +24.3% Added
PCTY PAYLOCITY HOLDING CORP
$6.4M
0.0%
35,471 +6,942 +24.3% Added
TREX TREX COMPANY INC
$6.2M
0.0%
68,209 −36,196 −34.7% Reduced
ENVUSD ENVESTNET INC
$5.9M
0.0%
81,606 +13,623 +20.0% Added
GNRC GENERAC HOLDINGS INC
$4.3M
0.0%
12,979 +1,223 +10.4% Added
FND FLOOR & DECOR HOLDINGS INC-A
$3.9M
0.0%
40,703 −54,794 −57.4% Reduced
DT DYNATRACE INC
$3.7M
0.0%
76,473 +7,066 +10.2% Added
AZPNUSD ASPEN TECHNOLOGY INC
$3.5M
0.0%
24,513 +7,694 +45.7% Added
CDW CDW CORP/DE
$2.6M
0.0%
15,967 +1,449 +10.0% Added
NBIS NEBIUS GROUP NV
$2.0M
0.0%
31,308 +31,308 New
CPRT COPART INC
$2.0M
0.0%
18,212 +1,754 +10.7% Added
CHKP CHECK POINT SOFTWARE TECH
$1.9M
0.0%
17,034 −321,403 −95.0% Reduced
HEI HEICO CORP
$1.8M
0.0%
14,413 +1,296 +9.9% Added
TME TENCENT MUSIC ENTERTAINM-ADR
$1.1M
0.0%
55,214 +37,380 +209.6% Added
TPLC TIMOTHY PLN US LRG/MID CAP
$417K
0.0%
12,662 +12,662 New

Sold positions

7 closed in Q1 2021 · shares & value as of prior filing
Holding Shares sold Prior value
DG DOLLAR GENERAL CORP
5,796,091 $1.22B
REGN REGENERON PHARMACEUTICALS
2,002,804 $967.6M
WDFC WD-40 CO
35,635 $9.5M
TREE LENDINGTREE INC
16,965 $4.6M
ACWX ISHARES MSCI ACWI EX US ETF
67,261 $3.6M
ACWI ISHARES MSCI ACWI ETF
11,658 $1.1M
ORCL ORACLE CORP
11,968 $774K

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.