whalepapers
Overview/ Polen Capital Management LLC/ Q1 2022

Polen Capital Management LLC

CIK 0001034524 · As of Q1 2022 · filed May 12, 2022

Q1 2022

Holdings

91 positions · Δ vs prior quarter
AMZN AMAZON.COM INC
$4.70B
9.2%
1,442,092 −31,255 −2.1% Reduced
GOOG ALPHABET INC-CL C
$4.13B
8.1%
1,478,727 −116,501 −7.3% Reduced
ADBE ADOBE INC
$3.04B
5.9%
6,662,539 +1,222,654 +22.5% Added
MSFT MICROSOFT CORP
$3.02B
5.9%
9,791,102 −372,139 −3.7% Reduced
META META PLATFORMS INC-CLASS A
$2.93B
5.7%
13,165,612 +2,722,842 +26.1% Added
V VISA INC-CLASS A SHARES
$2.88B
5.6%
12,993,382 +1,500,092 +13.1% Added
MA MASTERCARD INC - A
$2.83B
5.5%
7,932,570 −89,070 −1.1% Reduced
ABT ABBOTT LABORATORIES
$2.65B
5.2%
22,423,328 −128,030 −0.6% Reduced
ABNB AIRBNB INC-CLASS A
$2.22B
4.3%
12,953,525 +3,029,742 +30.5% Added
CRM SALESFORCE INC
$2.14B
4.2%
10,078,023 −10,481 −0.1% Reduced
ACN ACCENTURE PLC-CL A
$2.02B
3.9%
5,988,665 −747,718 −11.1% Reduced
UNH UNITEDHEALTH GROUP INC
$1.92B
3.7%
3,762,772 −114,675 −3.0% Reduced
NFLX NETFLIX INC
$1.88B
3.7%
5,005,530 +2,310,617 +85.7% Added
ADSK AUTODESK INC
$1.85B
3.6%
8,650,112 +1,365,221 +18.7% Added
NOW SERVICENOW INC
$1.79B
3.5%
3,219,600 +67,385 +2.1% Added
PYPL PAYPAL HOLDINGS INC
$1.49B
2.9%
12,911,679 +5,438,958 +72.8% Added
ZTS ZOETIS INC
$1.26B
2.5%
6,706,372 −3,113,415 −31.7% Reduced
NKE NIKE INC -CL B
$1.12B
2.2%
8,293,257 +79,485 +1.0% Added
ISRG INTUITIVE SURGICAL INC
$1.08B
2.1%
3,571,683 +164,765 +4.8% Added
IT GARTNER INC
$1.01B
2.0%
3,397,198 −1,198,522 −26.1% Reduced
ILMN ILLUMINA INC
$919.3M
1.8%
2,631,171 −31,531 −1.2% Reduced
ALGN ALIGN TECHNOLOGY INC
$816.1M
1.6%
1,871,737 +94,539 +5.3% Added
DOCU DOCUSIGN INC
$594.7M
1.2%
5,551,792 +1,813,284 +48.5% Added
GOOGL ALPHABET INC-CL A
$496.3M
1.0%
178,451 −414,383 −69.9% Reduced
MSCI MSCI INC
$430.7M
0.8%
856,456 −559,577 −39.5% Reduced
ICLR ICON PLC
$378.7M
0.7%
1,557,050 −29,709 −1.9% Reduced
AON AON PLC-CLASS A
$320.6M
0.6%
984,696 −57,712 −5.5% Reduced
IWF ISHARES RUSSELL 1000 GROWTH
$308.9M
0.6%
1,112,613 +873,190 +364.7% Added
MDT MEDTRONIC PLC
$105.4M
0.2%
949,789 −56,650 −5.6% Reduced
SAP SAP SE-SPONSORED ADR
$103.3M
0.2%
930,669 +120,804 +14.9% Added
SBUX STARBUCKS CORP
$77.3M
0.2%
849,854 −12,329,189 −93.6% Reduced
ADP AUTOMATIC DATA PROCESSING
$58.4M
0.1%
256,507 −15,664 −5.8% Reduced
FET 9 08/04/25 PRN FORUM ENERGY TECHNOLOGIE
$56.1M
0.1%
1,533,494 +1,533,494 New
ASML ASML HOLDING NV-NY REG SHS
$53.1M
0.1%
79,550 −1,220 −1.5% Reduced
MELI MERCADOLIBRE INC
$51.5M
0.1%
43,290 −1,932 −4.3% Reduced
GLOB GLOBANT SA
$41.5M
0.1%
158,168 −18,856 −10.7% Reduced
SHOP SHOPIFY INC - CLASS A
$37.1M
0.1%
54,902 +35,901 +188.9% Added
ACWX ISHARES MSCI ACWI EX US ETF
$27.6M
0.1%
528,305 −49,550 −8.6% Reduced
UNILEVER PLC
$24.8M
0.0%
543,872 +22,612 +4.3% Added
DAVA ENDAVA PLC- SPON ADR
$23.1M
0.0%
173,533 +17,963 +11.5% Added
RVLV REVOLVE GROUP INC
$22.1M
0.0%
410,877 +26,514 +6.9% Added
FOXF FOX FACTORY HOLDING CORP
$19.2M
0.0%
196,203 +23,237 +13.4% Added
PGNY PROGYNY INC
$18.9M
0.0%
368,359 −17,520 −4.5% Reduced
YETI YETI HOLDINGS INC
$18.1M
0.0%
301,494 +72,720 +31.8% Added
TRUP TRUPANION INC
$17.7M
0.0%
198,273 −9,091 −4.4% Reduced
GSHD GOOSEHEAD INSURANCE INC -A
$17.0M
0.0%
216,022 +32,859 +17.9% Added
QLYS QUALYS INC
$16.4M
0.0%
114,864 +15,195 +15.2% Added
HLI HOULIHAN LOKEY INC
$15.3M
0.0%
174,617 −7,524 −4.1% Reduced
WRBY WARBY PARKER INC-CLASS A
$14.8M
0.0%
437,794 +114,237 +35.3% Added
AMN AMN HEALTHCARE SERVICES INC
$14.4M
0.0%
137,691 −8,600 −5.9% Reduced
APPF APPFOLIO INC - A
$13.7M
0.0%
120,919 −5,692 −4.5% Reduced
ALRM ALARM.COM HOLDINGS INC
$12.7M
0.0%
191,301 −8,474 −4.2% Reduced
WING WINGSTOP INC
$12.1M
0.0%
102,941 −53,518 −34.2% Reduced
DUCK CREEK TECHNOLOGIES INC
$11.5M
0.0%
520,952 −22,964 −4.2% Reduced
BL BLACKLINE INC
$11.3M
0.0%
154,697 −4,879 −3.1% Reduced
CCXUSD SKILLSOFT CORP
$10.7M
0.0%
1,768,064 +1,768,064 New
OLOGBX OLO INC - CLASS A
$9.9M
0.0%
744,672 +40,172 +5.7% Added
FTCHQ FARFETCH LTD-CLASS A
$9.5M
0.0%
625,659 +533,970 +582.4% Added
ALTR* ALTAIR ENGINEERING INC - A
$9.3M
0.0%
144,236 −9,145 −6.0% Reduced
CATH GLOBAL X S&P 500 CA VAL ETF
$8.0M
0.0%
143,837 −694 −0.5% Reduced
MBUU MALIBU BOATS INC - A
$7.4M
0.0%
128,245 −7,996 −5.9% Reduced
HLNE HAMILTON LANE INC-CLASS A
$7.4M
0.0%
96,064 +96,064 New
BMBL BUMBLE INC-A
$7.4M
0.0%
255,081 +255,081 New
PCTY PAYLOCITY HOLDING CORP
$6.3M
0.0%
30,690 −11,171 −26.7% Reduced
CMRC COMMERCE.COM INC
$6.3M
0.0%
285,540 −18,177 −6.0% Reduced
HELE HELEN OF TROY LTD
$6.0M
0.0%
30,498 −27,094 −47.0% Reduced
PAYC PAYCOM SOFTWARE INC
$5.4M
0.0%
15,457 +3,577 +30.1% Added
DT DYNATRACE INC
$5.2M
0.0%
109,608 +28,755 +35.6% Added
ETSY ETSY INC
$4.5M
0.0%
35,976 +9,169 +34.2% Added
AZPNUSD ASPEN TECHNOLOGY INC
$4.2M
0.0%
25,392 +3,710 +17.1% Added
FICO FAIR ISAAC CORP
$4.1M
0.0%
8,853 +1,114 +14.4% Added
RH RH
$3.9M
0.0%
12,081 +1,789 +17.4% Added
ACWI ISHARES MSCI ACWI ETF
$3.9M
0.0%
38,955 −42,972 −52.5% Reduced
CPRT COPART INC
$2.9M
0.0%
23,208 +799 +3.6% Added
FND FLOOR & DECOR HOLDINGS INC-A
$2.9M
0.0%
35,201 +30,512 +650.7% Added
TREX TREX COMPANY INC
$2.7M
0.0%
41,114 +5,533 +15.6% Added
TYL TYLER TECHNOLOGIES INC
$2.6M
0.0%
5,939 −3,358 −36.1% Reduced
FIVE FIVE BELOW
$2.5M
0.0%
15,972 +15,972 New
TTD TRADE DESK INC -CLASS A
$2.5M
0.0%
36,285 +1,214 +3.5% Added
KARO KAROOOOO LTD
$1.2M
0.0%
41,184 Held
TPLC TIMOTHY PLN US LRG/MID CAP
$1.1M
0.0%
31,492 −2,861 −8.3% Reduced
REGN REGENERON PHARMACEUTICALS
$966K
0.0%
1,383 −555 −28.6% Reduced
TME TENCENT MUSIC ENTERTAINM-ADR
$928K
0.0%
190,639 +72,500 +61.4% Added
LUXE LUXEXPERIENCE BV
$759K
0.0%
62,029 +6,729 +12.2% Added
MEDP MEDPACE HOLDINGS INC
$745K
0.0%
4,555 −113,670 −96.1% Reduced
ORLY O'REILLY AUTOMOTIVE INC
$709K
0.0%
1,035 Held
DG DOLLAR GENERAL CORP
$637K
0.0%
2,863 −1,275 −30.8% Reduced
EXPO EXPONENT INC
$485K
0.0%
4,486 −183,834 −97.6% Reduced
ORCL ORACLE CORP
$349K
0.0%
4,216 Held
BKNG BOOKING HOLDINGS INC
$315K
0.0%
134 Held
IWM ISHARES RUSSELL 2000 ETF
$249K
0.0%
1,215 +1,215 New

Sold positions

7 closed in Q1 2022 · shares & value as of prior filing
Holding Shares sold Prior value
CDW CDW CORP/DE
19,742 $4.0M
EPAM EPAM SYSTEMS INC
3,378 $2.3M
NBIS NEBIUS GROUP NV
35,513 $2.1M
TPIF TIMOTHY PLAN INTL ETF
12,139 $353K
ATHM AUTOHOME INC-ADR
10,995 $324K
BABA ALIBABA GROUP HOLDING-SP ADR
2,244 $267K
TAL TAL EDUCATION GROUP- ADR
17,340 $68K

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.