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Overview/ Polen Capital Management LLC/ Q1 2023

Polen Capital Management LLC

CIK 0001034524 · As of Q1 2023 · filed May 11, 2023

Q1 2023

Holdings

94 positions · Δ vs prior quarter
AMZN AMAZON.COM INC
$4.64B
12.2%
44,882,757 +9,734,356 +27.7% Added
MSFT MICROSOFT CORP
$2.66B
7.0%
9,241,270 −252,929 −2.7% Reduced
NFLX NETFLIX INC
$2.40B
6.3%
6,958,228 +27,777 +0.4% Added
GOOG ALPHABET INC-CL C
$2.22B
5.8%
21,307,629 −5,053,082 −19.2% Reduced
CRM SALESFORCE INC
$2.10B
5.5%
10,514,664 +34,228 +0.3% Added
NOW SERVICENOW INC
$2.05B
5.4%
4,412,757 −40,217 −0.9% Reduced
MA MASTERCARD INC - A
$1.88B
4.9%
5,160,257 −129,291 −2.4% Reduced
ADBE ADOBE INC
$1.87B
4.9%
4,850,130 −1,420,086 −22.6% Reduced
V VISA INC-CLASS A SHARES
$1.82B
4.8%
8,069,329 −585,391 −6.8% Reduced
ADSK AUTODESK INC
$1.64B
4.3%
7,867,086 −40,399 −0.5% Reduced
ACN ACCENTURE PLC-CL A
$1.53B
4.0%
5,346,794 −111,093 −2.0% Reduced
ABNB AIRBNB INC-CLASS A
$1.48B
3.9%
11,902,558 +74,291 +0.6% Added
ABT ABBOTT LABORATORIES
$1.44B
3.8%
14,249,447 −369,295 −2.5% Reduced
TMO THERMO FISHER SCIENTIFIC INC
$1.31B
3.5%
2,270,936 +77,225 +3.5% Added
UNH UNITEDHEALTH GROUP INC
$1.28B
3.4%
2,712,634 −13,041 −0.5% Reduced
ILMN ILLUMINA INC
$1.18B
3.1%
5,082,478 +34,076 +0.7% Added
PYPL PAYPAL HOLDINGS INC
$950.8M
2.5%
12,520,376 +275,902 +2.3% Added
ZTS ZOETIS INC
$921.0M
2.4%
5,533,674 −68,355 −1.2% Reduced
IT GARTNER INC
$882.0M
2.3%
2,707,371 −35,728 −1.3% Reduced
NKE NIKE INC -CL B
$794.1M
2.1%
6,475,261 −49,046 −0.8% Reduced
ALGN ALIGN TECHNOLOGY INC
$541.8M
1.4%
1,621,415 −52,658 −3.1% Reduced
DOCU DOCUSIGN INC
$494.4M
1.3%
8,480,109 +270,137 +3.3% Added
ICLR ICON PLC
$317.5M
0.8%
1,486,714 −45,225 −3.0% Reduced
AON AON PLC-CLASS A
$260.0M
0.7%
824,504 −173,866 −17.4% Reduced
GOOGL ALPHABET INC-CL A
$236.7M
0.6%
2,282,136 −1,246,315 −35.3% Reduced
SAP SAP SE-SPONSORED ADR
$166.6M
0.4%
1,316,552 −20,146 −1.5% Reduced
ADP AUTOMATIC DATA PROCESSING
$119.7M
0.3%
537,453 +2,371 +0.4% Added
MELI MERCADOLIBRE INC
$66.8M
0.2%
50,654 +11,991 +31.0% Added
MDT MEDTRONIC PLC
$64.7M
0.2%
802,374 −11,617 −1.4% Reduced
ASML ASML HOLDING NV-NY REG SHS
$45.1M
0.1%
66,229 −2,516 −3.7% Reduced
UNILEVER PLC
$41.3M
0.1%
795,332 −43,249 −5.2% Reduced
SHOP SHOPIFY INC - CLASS A
$39.2M
0.1%
817,385 −34,713 −4.1% Reduced
IWF ISHARES RUSSELL 1000 GROWTH
$33.5M
0.1%
136,912 −2,400,600 −94.6% Reduced
GLOB GLOBANT SA
$32.9M
0.1%
200,552 −12,086 −5.7% Reduced
EL ESTEE LAUDER COMPANIES-CL A
$29.7M
0.1%
120,452 −3,710 −3.0% Reduced
TME TENCENT MUSIC ENTERTAINM-ADR
$28.2M
0.1%
3,406,947 +3,267,137 +2336.8% Added
HDB HDFC BANK LTD-ADR
$19.7M
0.1%
296,215 −18,651 −5.9% Reduced
LVS LAS VEGAS SANDS CORP
$18.6M
0.0%
324,148 +315,098 +3481.7% Added
ATHM AUTOHOME INC-ADR
$16.7M
0.0%
500,307 +500,307 New
FIVE FIVE BELOW
$15.3M
0.0%
74,490 −16,163 −17.8% Reduced
GSHD GOOSEHEAD INSURANCE INC -A
$15.2M
0.0%
290,768 −2,199 −0.8% Reduced
DLO DLOCAL LTD
$14.6M
0.0%
898,034 +856,374 +2055.6% Added
EPAM EPAM SYSTEMS INC
$13.3M
0.0%
44,628 +44,628 New
HLI HOULIHAN LOKEY INC
$12.0M
0.0%
137,581 −3,682 −2.6% Reduced
FOXF FOX FACTORY HOLDING CORP
$11.7M
0.0%
96,524 −5,513 −5.4% Reduced
RVLV REVOLVE GROUP INC
$11.3M
0.0%
431,086 −2,150 −0.5% Reduced
ACWI ISHARES MSCI ACWI ETF
$10.1M
0.0%
110,412 −332,267 −75.1% Reduced
WING WINGSTOP INC
$9.6M
0.0%
52,473 −18,910 −26.5% Reduced
PGNY PROGYNY INC
$9.3M
0.0%
290,399 −3,676 −1.3% Reduced
HLNE HAMILTON LANE INC-CLASS A
$9.1M
0.0%
122,364 −3,329 −2.6% Reduced
EEFT EURONET WORLDWIDE INC
$8.9M
0.0%
79,811 −2,105 −2.6% Reduced
YETI YETI HOLDINGS INC
$8.4M
0.0%
209,456 −1,411 −0.7% Reduced
BL BLACKLINE INC
$8.2M
0.0%
122,239 −851 −0.7% Reduced
QLYS QUALYS INC
$8.1M
0.0%
62,362 −31,884 −33.8% Reduced
ALRM ALARM.COM HOLDINGS INC
$7.6M
0.0%
150,357 −820 −0.5% Reduced
DAVA ENDAVA PLC- SPON ADR
$7.3M
0.0%
108,876 −1,102 −1.0% Reduced
BMBL BUMBLE INC-A
$7.3M
0.0%
373,905 +63,452 +20.4% Added
APPF APPFOLIO INC - A
$7.2M
0.0%
57,940 −1,146 −1.9% Reduced
ALITEUR ALIGHT INC - CLASS A
$6.9M
0.0%
747,548 +747,548 New
DOCS DOXIMITY INC-CLASS A
$6.6M
0.0%
202,352 −4,627 −2.2% Reduced
CCC CCC INTELLIGENT SOLUTIONS HO
$6.0M
0.0%
670,775 +461,948 +221.2% Added
FSV FIRSTSERVICE CORP
$6.0M
0.0%
42,447 +27,327 +180.7% Added
OLOGBX OLO INC - CLASS A
$5.9M
0.0%
727,766 −3,813 −0.5% Reduced
DT DYNATRACE INC
$5.9M
0.0%
140,021 −3,081 −2.2% Reduced
ALTR* ALTAIR ENGINEERING INC - A
$5.1M
0.0%
70,197 −44,468 −38.8% Reduced
PAYC PAYCOM SOFTWARE INC
$4.9M
0.0%
16,072 −318 −1.9% Reduced
RH RH
$4.8M
0.0%
19,516 +7,292 +59.7% Added
FND FLOOR & DECOR HOLDINGS INC-A
$4.6M
0.0%
46,405 −512 −1.1% Reduced
TYL TYLER TECHNOLOGIES INC
$4.4M
0.0%
12,353 +5,645 +84.2% Added
SITE SITEONE LANDSCAPE SUPPLY INC
$4.3M
0.0%
31,453 −698 −2.2% Reduced
ACWX ISHARES MSCI ACWI EX US ETF
$4.2M
0.0%
86,931 −339,493 −79.6% Reduced
FET FORUM ENERGY TECHNOLOGIES IN
$3.8M
0.0%
150,393 +150,393 New
WRBY WARBY PARKER INC-CLASS A
$3.7M
0.0%
345,119 −4,507 −1.3% Reduced
CCXUSD SKILLSOFT CORP
$3.5M
0.0%
1,768,064 Held
DCGO DOCGO INC
$3.2M
0.0%
367,513 +367,513 New
SITM SITIME CORP
$3.0M
0.0%
21,433 −575 −2.6% Reduced
KARO KAROOOOO LTD
$3.0M
0.0%
127,603 +81,350 +175.9% Added
AMN AMN HEALTHCARE SERVICES INC
$2.9M
0.0%
34,652 −995 −2.8% Reduced
CPRT COPART INC
$2.7M
0.0%
36,443 −1,371 −3.6% Reduced
CATH GLOBAL X S&P 500 CA VAL ETF
$2.7M
0.0%
52,892 −184,322 −77.7% Reduced
FTCHQ FARFETCH LTD-CLASS A
$2.5M
0.0%
511,654 −8,305 −1.6% Reduced
TTD TRADE DESK INC -CLASS A
$2.4M
0.0%
38,871 −1,458 −3.6% Reduced
HELE HELEN OF TROY LTD
$2.2M
0.0%
23,325 −53 −0.2% Reduced
ETSY ETSY INC
$1.9M
0.0%
17,402 −588 −3.3% Reduced
AZPN1USD ASPEN TECHNOLOGY INC
$1.9M
0.0%
8,257 −292 −3.4% Reduced
FICO FAIR ISAAC CORP
$1.8M
0.0%
2,550 −9 −0.4% Reduced
TREX TREX COMPANY INC
$1.6M
0.0%
32,293 −1,195 −3.6% Reduced
EVTC EVERTEC INC
$1.5M
0.0%
44,100 +44,100 New
CRL CHARLES RIVER LABORATORIES
$1.1M
0.0%
5,469 −219 −3.9% Reduced
LUXE LUXEXPERIENCE BV
$776K
0.0%
110,376 +35,049 +46.5% Added
MPWR MONOLITHIC POWER SYSTEMS INC
$659K
0.0%
1,316 +1,316 New
TPLC TIMOTHY PLN US LRG/MID CAP
$549K
0.0%
15,939 −5,168 −24.5% Reduced
META META PLATFORMS INC-CLASS A
$458K
0.0%
2,159 −2,701 −55.6% Reduced
TPIF TIMOTHY PLAN INTL ETF
$453K
0.0%
18,122 +18,122 New

Sold positions

7 closed in Q1 2023 · shares & value as of prior filing
Holding Shares sold Prior value
FET 9 08/04/25 PRN FORUM ENERGY TECHNOLOGIE
946,123 $53.5M
IUSG ISHARES CORE S&P U.S. GROWTH
135,869 $11.1M
DUCK CREEK TECHNOLOGIES INC
516,392 $6.2M
AZTA AZENTA INC
100,954 $5.9M
OLAPLEX HLDGS INC
829,126 $4.3M
IWM ISHARES RUSSELL 2000 ETF
15,902 $2.8M
SBUX STARBUCKS CORP
3,009 $298K

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.