whalepapers
Overview/ Polen Capital Management LLC/ Q1 2024

Polen Capital Management LLC

CIK 0001034524 · As of Q1 2024 · filed May 10, 2024

Q1 2024

Holdings

104 positions · Δ vs prior quarter
AMZN AMAZON.COM INC
$6.21B
14.3%
34,411,241 −1,864,696 −5.1% Reduced
MSFT MICROSOFT CORP
$4.07B
9.4%
9,665,372 −290,880 −2.9% Reduced
GOOG ALPHABET INC-CL C
$2.75B
6.4%
18,078,336 −716,486 −3.8% Reduced
V VISA INC-CLASS A SHARES
$2.34B
5.4%
8,392,490 +1,100,709 +15.1% Added
NFLX NETFLIX INC
$2.33B
5.4%
3,839,310 −241,896 −5.9% Reduced
MA MASTERCARD INC - A
$2.15B
5.0%
4,469,582 −177,190 −3.8% Reduced
CRM SALESFORCE INC
$2.09B
4.8%
6,954,745 −320,627 −4.4% Reduced
NOW SERVICENOW INC
$2.03B
4.7%
2,662,881 −1,133,483 −29.9% Reduced
TMO THERMO FISHER SCIENTIFIC INC
$1.89B
4.4%
3,258,927 +1,225,807 +60.3% Added
ABT ABBOTT LABORATORIES
$1.83B
4.2%
16,141,237 +2,652,929 +19.7% Added
ABNB AIRBNB INC-CLASS A
$1.77B
4.1%
10,729,752 +167,884 +1.6% Added
ACN ACCENTURE PLC-CL A
$1.60B
3.7%
4,628,987 −171,980 −3.6% Reduced
ADBE ADOBE INC
$1.43B
3.3%
2,836,122 −1,319,165 −31.7% Reduced
ADSK AUTODESK INC
$1.29B
3.0%
4,938,732 −183,377 −3.6% Reduced
ZTS ZOETIS INC
$1.19B
2.7%
7,005,114 +2,033,370 +40.9% Added
UNH UNITEDHEALTH GROUP INC
$1.18B
2.7%
2,393,781 −41,293 −1.7% Reduced
WDAY WORKDAY INC-CLASS A
$1.00B
2.3%
3,682,106 −86,687 −2.3% Reduced
NVO NOVO-NORDISK A/S-SPONS ADR
$997.5M
2.3%
7,768,779 −189,665 −2.4% Reduced
NKE NIKE INC -CL B
$890.1M
2.1%
9,471,571 +3,567,551 +60.4% Added
IT GARTNER INC
$833.6M
1.9%
1,748,829 −57,909 −3.2% Reduced
LLY ELI LILLY & CO
$455.0M
1.1%
584,806 −9,995 −1.7% Reduced
ALGN ALIGN TECHNOLOGY INC
$398.8M
0.9%
1,216,069 −52,049 −4.1% Reduced
ICLR ICON PLC
$368.9M
0.9%
1,098,219 −93,951 −7.9% Reduced
GOOGL ALPHABET INC-CL A
$322.3M
0.7%
2,135,363 −3,552 −0.2% Reduced
PAYC PAYCOM SOFTWARE INC
$302.6M
0.7%
1,520,282 +1,503,885 +9171.7% Added
AON AON PLC-CLASS A
$277.0M
0.6%
830,116 +10,500 +1.3% Added
SAP SAP SE-SPONSORED ADR
$248.6M
0.6%
1,274,726 +32,032 +2.6% Added
ADP AUTOMATIC DATA PROCESSING
$125.5M
0.3%
502,060 −1,212 −0.2% Reduced
GLOB GLOBANT SA
$100.7M
0.2%
498,574 +140,604 +39.3% Added
MDT MEDTRONIC PLC
$92.9M
0.2%
1,065,609 +82,105 +8.3% Added
MSCI MSCI INC
$76.3M
0.2%
136,056 +750 +0.6% Added
SHOP SHOPIFY INC - CLASS A
$64.1M
0.1%
830,755 +50,879 +6.5% Added
MELI MERCADOLIBRE INC
$50.3M
0.1%
33,280 −9,900 −22.9% Reduced
ASML ASML HOLDING NV-NY REG SHS
$49.6M
0.1%
51,109 +3,333 +7.0% Added
HDB HDFC BANK LTD-ADR
$39.8M
0.1%
710,550 +147,223 +26.1% Added
TME TENCENT MUSIC ENTERTAINM-ADR
$29.8M
0.1%
2,662,781 +66,412 +2.6% Added
IWF ISHARES RUSSELL 1000 GROWTH
$25.5M
0.1%
75,786 −339,609 −81.8% Reduced
UNILEVER PLC
$25.1M
0.1%
500,827 +32,879 +7.0% Added
FET 9 08/04/25 PRN FORUM ENERGY TECHNOLOGIE
$23.6M
0.1%
23,813,049 −1,340,000 −5.3% Reduced
BIL SS SPDR BB 1-3M T-BILL ETF
$22.9M
0.1%
249,900 −356,690 −58.8% Reduced
DLO DLOCAL LTD
$18.8M
0.0%
1,279,920 +77,679 +6.5% Added
PGNY PROGYNY INC
$14.4M
0.0%
377,944 +37,483 +11.0% Added
ALITEUR ALIGHT INC - CLASS A
$12.7M
0.0%
1,287,304 −243,304 −15.9% Reduced
YUMC YUM CHINA HOLDINGS INC
$12.2M
0.0%
307,085 +35,719 +13.2% Added
LVS LAS VEGAS SANDS CORP
$12.0M
0.0%
231,956 −680 −0.3% Reduced
HLI HOULIHAN LOKEY INC
$11.5M
0.0%
90,022 −37,276 −29.3% Reduced
RVLV REVOLVE GROUP INC
$11.0M
0.0%
520,467 +110,718 +27.0% Added
HLNE HAMILTON LANE INC-CLASS A
$10.4M
0.0%
91,919 −3,484 −3.7% Reduced
EXLS EXLSERVICE HOLDINGS INC
$9.9M
0.0%
310,415 +221,765 +250.2% Added
EPAM EPAM SYSTEMS INC
$9.9M
0.0%
35,705 −730 −2.0% Reduced
CWAN CLEARWATER ANALYTICS HDS-A
$9.7M
0.0%
546,482 +255,592 +87.9% Added
GNRC GENERAC HOLDINGS INC
$9.3M
0.0%
74,074 +27,939 +60.6% Added
CNM CORE & MAIN INC-CLASS A
$9.2M
0.0%
160,014 −27,126 −14.5% Reduced
ALRM ALARM.COM HOLDINGS INC
$9.1M
0.0%
125,424 −3,489 −2.7% Reduced
GSHD GOOSEHEAD INSURANCE INC -A
$8.8M
0.0%
132,002 −19,969 −13.1% Reduced
EEFT EURONET WORLDWIDE INC
$8.4M
0.0%
75,985 −2,011 −2.6% Reduced
BL BLACKLINE INC
$7.0M
0.0%
108,764 −2,240 −2.0% Reduced
MEDP MEDPACE HOLDINGS INC
$6.9M
0.0%
16,959 +89 +0.5% Added
CCC CCC INTELLIGENT SOLUTIONS HO
$6.8M
0.0%
564,831 −12,599 −2.2% Reduced
APPF APPFOLIO INC - A
$6.5M
0.0%
26,454 −621 −2.3% Reduced
WRBY WARBY PARKER INC-CLASS A
$6.5M
0.0%
479,507 −10,091 −2.1% Reduced
FSV FIRSTSERVICE CORP
$5.9M
0.0%
35,863 −765 −2.1% Reduced
SITM SITIME CORP
$5.7M
0.0%
61,563 +26,935 +77.8% Added
RH RH
$5.7M
0.0%
16,318 −427 −2.6% Reduced
YETI YETI HOLDINGS INC
$5.3M
0.0%
137,974 −26,467 −16.1% Reduced
QLYS QUALYS INC
$5.1M
0.0%
30,635 −1,025 −3.2% Reduced
WING WINGSTOP INC
$5.0M
0.0%
13,617 −21,793 −61.5% Reduced
FOXF FOX FACTORY HOLDING CORP
$4.9M
0.0%
94,073 −1,653 −1.7% Reduced
DOCS DOXIMITY INC-CLASS A
$4.5M
0.0%
166,789 −6,099 −3.5% Reduced
KB KB FINANCIAL GROUP INC-ADR
$4.2M
0.0%
81,167 +81,167 New
FIVE FIVE BELOW
$4.1M
0.0%
22,630 −7,827 −25.7% Reduced
AMN AMN HEALTHCARE SERVICES INC
$3.7M
0.0%
58,749 +13,333 +29.4% Added
SITE SITEONE LANDSCAPE SUPPLY INC
$3.6M
0.0%
20,842 −491 −2.3% Reduced
DT DYNATRACE INC
$3.4M
0.0%
73,856 −18,417 −20.0% Reduced
PYPL PAYPAL HOLDINGS INC
$3.3M
0.0%
49,478 −20,745,006 −99.8% Reduced
VONG VANGUARD RUSSELL 1000 GROWTH
$2.9M
0.0%
33,266 Held
MORN MORNINGSTAR INC
$2.9M
0.0%
9,331 −4,454 −32.3% Reduced
LGIH LGI HOMES INC
$2.8M
0.0%
24,413 −823 −3.3% Reduced
XPEL XPEL INC
$2.7M
0.0%
50,490 −6,574 −11.5% Reduced
DAVA ENDAVA PLC- SPON ADR
$2.7M
0.0%
70,331 +3,833 +5.8% Added
MPWR MONOLITHIC POWER SYSTEMS INC
$2.6M
0.0%
3,892 −146 −3.6% Reduced
ETSY ETSY INC
$2.6M
0.0%
38,239 +3,917 +11.4% Added
TECH BIO-TECHNE CORP
$2.6M
0.0%
37,024 +14,641 +65.4% Added
AZPN1USD ASPEN TECHNOLOGY INC
$2.4M
0.0%
11,408 +291 +2.6% Added
HELE HELEN OF TROY LTD
$2.3M
0.0%
19,642 −470 −2.3% Reduced
CALY CALLAWAY GOLF COMPANY
$2.1M
0.0%
128,762 −1,900 −1.5% Reduced
FND FLOOR & DECOR HOLDINGS INC-A
$2.0M
0.0%
15,655 −15,608 −49.9% Reduced
BWMN BOWMAN CONSULTING GROUP LTD
$1.9M
0.0%
55,838 −737 −1.3% Reduced
ACWI ISHARES MSCI ACWI ETF
$1.9M
0.0%
17,409 −84,181 −82.9% Reduced
MKTX MARKETAXESS HOLDINGS INC
$1.8M
0.0%
8,165 +3,704 +83.0% Added
ACWX ISHARES MSCI ACWI EX US ETF
$1.8M
0.0%
33,154 −132,302 −80.0% Reduced
CRL CHARLES RIVER LABORATORIES
$1.6M
0.0%
6,060 −268 −4.2% Reduced
CPA COPA HOLDINGS SA-CLASS A
$1.5M
0.0%
13,973 +13,973 New
TYL TYLER TECHNOLOGIES INC
$1.4M
0.0%
3,299 −2,867 −46.5% Reduced
POOL POOL CORP
$1.3M
0.0%
3,296 −99 −2.9% Reduced
BMBL BUMBLE INC-A
$1.1M
0.0%
98,635 −418,995 −80.9% Reduced
IWM ISHARES RUSSELL 2000 ETF
$1.1M
0.0%
5,040 +3,266 +184.1% Added
TREX TREX COMPANY INC
$1.1M
0.0%
10,566 −16,307 −60.7% Reduced
CATH GLOBAL X S&P 500 CA VAL ETF
$998K
0.0%
15,688 +10,300 +191.2% Added
SKIL SKILLSOFT CORP
$704K
0.0%
78,190 Held
FCX FREEPORT-MCMORAN INC
$489K
0.0%
10,410 +10,410 New
NTES NETEASE INC-ADR
$414K
0.0%
4,000 +4,000 New
SGOV ISHARES 0-3 MONTH TREASURY B
$350K
0.0%
3,475 −1,530 −30.6% Reduced
KARO KAROOOOO LTD
$232K
0.0%
9,250 Held

Sold positions

7 closed in Q1 2024 · shares & value as of prior filing
Holding Shares sold Prior value
ILMN ILLUMINA INC
33,913 $81.0M
ATHM AUTOHOME INC-ADR
253,643 $7.1M
TSM TAIWAN SEMICONDUCTOR-SP ADR
42,083 $4.4M
VUG VANGUARD MRNGSTAR GR ETF-SUI
8,412 $2.6M
TPLC TIMOTHY PLN US LRG/MID CAP
15,147 $579K
TPIF TIMOTHY PLAN INTL ETF
15,875 $420K
SPY SS SPDR S&P 500 ETF TRUST-US
662 $315K

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.