whalepapers
Overview/ Polen Capital Management LLC/ Q2 2021

Polen Capital Management LLC

CIK 0001034524 · As of Q2 2021 · filed Aug 12, 2021

Q2 2021

Holdings

81 positions · Δ vs prior quarter
META META PLATFORMS INC-CLASS A
$4.52B
8.6%
12,987,444 +489,542 +3.9% Added
MSFT MICROSOFT CORP
$4.34B
8.3%
16,035,981 +653,663 +4.2% Added
GOOG ALPHABET INC-CL C
$3.84B
7.3%
1,531,134 −20,251 −1.3% Reduced
ADBE ADOBE INC
$3.66B
7.0%
6,245,764 +189,429 +3.1% Added
ABT ABBOTT LABORATORIES
$2.55B
4.9%
21,985,004 +1,272,680 +6.1% Added
ACN ACCENTURE PLC-CL A
$2.43B
4.7%
8,238,617 +303,763 +3.8% Added
V VISA INC-CLASS A SHARES
$2.40B
4.6%
10,275,816 +448,979 +4.6% Added
AMZN AMAZON.COM INC
$2.40B
4.6%
696,883 +51,347 +8.0% Added
CRM SALESFORCE INC
$2.36B
4.5%
9,649,227 +420,672 +4.6% Added
MA MASTERCARD INC - A
$2.25B
4.3%
6,157,489 +301,360 +5.1% Added
ZTS ZOETIS INC
$2.22B
4.2%
11,907,759 +320,158 +2.8% Added
PYPL PAYPAL HOLDINGS INC
$1.95B
3.7%
6,675,832 +241,506 +3.8% Added
NOW SERVICENOW INC
$1.93B
3.7%
3,510,696 +156,160 +4.7% Added
ADSK AUTODESK INC
$1.76B
3.4%
6,022,347 +305,021 +5.3% Added
SBUX STARBUCKS CORP
$1.66B
3.2%
14,802,150 +753,946 +5.4% Added
UNH UNITEDHEALTH GROUP INC
$1.50B
2.9%
3,736,081 +166,431 +4.7% Added
GOOGL ALPHABET INC-CL A
$1.38B
2.6%
565,547 +88,138 +18.5% Added
NFLX NETFLIX INC
$1.29B
2.5%
2,439,314 +92,497 +3.9% Added
NKE NIKE INC -CL B
$1.22B
2.3%
7,922,815 +445,218 +6.0% Added
ILMN ILLUMINA INC
$1.17B
2.2%
2,480,776 +103,747 +4.4% Added
IT GARTNER INC
$1.10B
2.1%
4,524,493 −1,797,615 −28.4% Reduced
ISRG INTUITIVE SURGICAL INC
$1.00B
1.9%
1,090,046 +53,209 +5.1% Added
ALGN ALIGN TECHNOLOGY INC
$998.7M
1.9%
1,634,605 +69,980 +4.5% Added
MSCI MSCI INC
$731.7M
1.4%
1,372,573 +5,158 +0.4% Added
BABA ALIBABA GROUP HOLDING-SP ADR
$321.5M
0.6%
1,417,515 +53,831 +3.9% Added
AON AON PLC-CLASS A
$194.0M
0.4%
812,647 +286,463 +54.4% Added
ICLR ICON PLC
$161.8M
0.3%
782,534 +14,984 +2.0% Added
MDT MEDTRONIC PLC
$111.3M
0.2%
896,906 +9,457 +1.1% Added
SAP SAP SE-SPONSORED ADR
$101.2M
0.2%
720,554 +46,344 +6.9% Added
NEW ORIENTAL ED & TECHNOLOGY
$60.2M
0.1%
7,354,287 +165,022 +2.3% Added
EL ESTEE LAUDER COMPANIES-CL A
$53.5M
0.1%
168,197 +5,356 +3.3% Added
IWF ISHARES RUSSELL 1000 GROWTH
$52.1M
0.1%
192,017 +15,100 +8.5% Added
ADP AUTOMATIC DATA PROCESSING
$48.8M
0.1%
245,611 +4,482 +1.9% Added
ASML ASML HOLDING NV-NY REG SHS
$30.6M
0.1%
44,250 +44,250 New
UNILEVER PLC
$29.2M
0.1%
499,917 −12,011 −2.3% Reduced
SHOP SHOPIFY INC - CLASS A
$26.1M
0.1%
17,897 +17,897 New
MELI MERCADOLIBRE INC
$25.0M
0.0%
16,023 +16,023 New
RVLV REVOLVE GROUP INC
$21.2M
0.0%
308,028 −28,571 −8.5% Reduced
FOXF FOX FACTORY HOLDING CORP
$19.9M
0.0%
127,566 +7,907 +6.6% Added
GSHD GOOSEHEAD INSURANCE INC -A
$18.6M
0.0%
146,481 +21,471 +17.2% Added
WING WINGSTOP INC
$18.2M
0.0%
115,426 +7,035 +6.5% Added
TRUP TRUPANION INC
$17.6M
0.0%
152,713 +152,713 New
GLOB GLOBANT SA
$16.8M
0.0%
76,866 +4,513 +6.2% Added
DAVA ENDAVA PLC- SPON ADR
$16.2M
0.0%
142,514 +8,165 +6.1% Added
ETSY ETSY INC
$15.7M
0.0%
76,051 −6,093 −7.4% Reduced
MEDP MEDPACE HOLDINGS INC
$15.4M
0.0%
87,411 +5,463 +6.7% Added
PGNY PROGYNY INC
$14.1M
0.0%
239,340 +17,535 +7.9% Added
APPF APPFOLIO INC - A
$13.1M
0.0%
92,614 +15,797 +20.6% Added
DUCK CREEK TECHNOLOGIES INC
$13.0M
0.0%
299,392 +49,956 +20.0% Added
YETI YETI HOLDINGS INC
$12.8M
0.0%
139,517 +8,386 +6.4% Added
ALRM ALARM.COM HOLDINGS INC
$12.5M
0.0%
147,793 +9,192 +6.6% Added
BL BLACKLINE INC
$12.4M
0.0%
111,226 +6,709 +6.4% Added
EXPO EXPONENT INC
$12.3M
0.0%
138,067 +8,552 +6.6% Added
HLI HOULIHAN LOKEY INC
$11.0M
0.0%
134,682 +8,401 +6.7% Added
AMN AMN HEALTHCARE SERVICES INC
$10.1M
0.0%
104,059 +6,257 +6.4% Added
HELE HELEN OF TROY LTD
$9.7M
0.0%
42,630 +2,668 +6.7% Added
SLP SIMULATIONS PLUS INC
$8.9M
0.0%
162,824 +32,066 +24.5% Added
ALTR* ALTAIR ENGINEERING INC - A
$7.5M
0.0%
109,101 +6,572 +6.4% Added
PCTY PAYLOCITY HOLDING CORP
$7.2M
0.0%
37,738 +2,267 +6.4% Added
QLYS QUALYS INC
$7.1M
0.0%
70,930 +4,265 +6.4% Added
MBUU MALIBU BOATS INC - A
$7.0M
0.0%
95,648 +5,747 +6.4% Added
DT DYNATRACE INC
$4.8M
0.0%
82,415 +5,942 +7.8% Added
ENVUSD ENVESTNET INC
$4.8M
0.0%
63,384 −18,222 −22.3% Reduced
GNRC GENERAC HOLDINGS INC
$4.2M
0.0%
10,104 −2,875 −22.2% Reduced
TTD TRADE DESK INC -CLASS A
$3.8M
0.0%
49,723 +49,723 New
AZPNUSD ASPEN TECHNOLOGY INC
$3.6M
0.0%
26,370 +1,857 +7.6% Added
EEFT EURONET WORLDWIDE INC
$3.6M
0.0%
26,741 −34,420 −56.3% Reduced
PAYC PAYCOM SOFTWARE INC
$3.3M
0.0%
8,997 +8,997 New
TREX TREX COMPANY INC
$3.2M
0.0%
31,114 −37,095 −54.4% Reduced
CDW CDW CORP/DE
$3.0M
0.0%
17,229 +1,262 +7.9% Added
CPRT COPART INC
$2.6M
0.0%
19,555 +1,343 +7.4% Added
FTCHQ FARFETCH LTD-CLASS A
$2.4M
0.0%
47,805 +47,805 New
NBIS NEBIUS GROUP NV
$2.2M
0.0%
31,508 +200 +0.6% Added
HEI HEICO CORP
$2.2M
0.0%
15,520 +1,107 +7.7% Added
KARO KAROOOOO LTD
$1.4M
0.0%
38,164 +38,164 New
TME TENCENT MUSIC ENTERTAINM-ADR
$860K
0.0%
55,574 +360 +0.7% Added
TPLC TIMOTHY PLN US LRG/MID CAP
$442K
0.0%
12,662 Held
TAL TAL EDUCATION GROUP- ADR
$437K
0.0%
17,340 +17,340 New
ACWX ISHARES MSCI ACWI EX US ETF
$434K
0.0%
7,552 +7,552 New
ACWI ISHARES MSCI ACWI ETF
$337K
0.0%
3,330 +3,330 New
TPIF TIMOTHY PLAN INTL ETF
$266K
0.0%
9,140 +9,140 New

Sold positions

2 closed in Q2 2021 · shares & value as of prior filing
Holding Shares sold Prior value
FND FLOOR & DECOR HOLDINGS INC-A
40,703 $3.9M
CHKP CHECK POINT SOFTWARE TECH
17,034 $1.9M

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.