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Overview/ Polen Capital Management LLC/ Q2 2022

Polen Capital Management LLC

CIK 0001034524 · As of Q2 2022 · filed Aug 10, 2022

Q2 2022

Holdings

84 positions · Δ vs prior quarter
AMZN AMAZON.COM INC
$3.99B
10.5%
37,560,605 +36,118,513 +2504.6% Added
GOOG ALPHABET INC-CL C
$3.12B
8.2%
1,426,321 −52,406 −3.5% Reduced
ADBE ADOBE INC
$2.51B
6.6%
6,854,867 +192,328 +2.9% Added
V VISA INC-CLASS A SHARES
$2.46B
6.5%
12,478,536 −514,846 −4.0% Reduced
MSFT MICROSOFT CORP
$2.43B
6.4%
9,469,074 −322,028 −3.3% Reduced
MA MASTERCARD INC - A
$2.41B
6.4%
7,642,344 −290,226 −3.7% Reduced
META META PLATFORMS INC-CLASS A
$2.13B
5.6%
13,186,427 +20,815 +0.2% Added
ABT ABBOTT LABORATORIES
$1.67B
4.4%
15,373,096 −7,050,232 −31.4% Reduced
CRM SALESFORCE INC
$1.62B
4.3%
9,828,924 −249,099 −2.5% Reduced
ACN ACCENTURE PLC-CL A
$1.60B
4.2%
5,769,613 −219,052 −3.7% Reduced
UNH UNITEDHEALTH GROUP INC
$1.50B
3.9%
2,916,673 −846,099 −22.5% Reduced
NOW SERVICENOW INC
$1.49B
3.9%
3,126,014 −93,586 −2.9% Reduced
ADSK AUTODESK INC
$1.45B
3.8%
8,421,390 −228,722 −2.6% Reduced
ABNB AIRBNB INC-CLASS A
$1.14B
3.0%
12,811,398 −142,127 −1.1% Reduced
ZTS ZOETIS INC
$1.03B
2.7%
5,990,891 −715,481 −10.7% Reduced
PYPL PAYPAL HOLDINGS INC
$905.8M
2.4%
12,969,867 +58,188 +0.5% Added
NFLX NETFLIX INC
$833.0M
2.2%
4,763,359 −242,171 −4.8% Reduced
NKE NIKE INC -CL B
$814.8M
2.1%
7,972,260 −320,997 −3.9% Reduced
IT GARTNER INC
$724.3M
1.9%
2,995,281 −401,917 −11.8% Reduced
ISRG INTUITIVE SURGICAL INC
$690.1M
1.8%
3,438,398 −133,285 −3.7% Reduced
ILMN ILLUMINA INC
$514.4M
1.4%
2,790,228 +159,057 +6.0% Added
DOCU DOCUSIGN INC
$494.2M
1.3%
8,613,159 +3,061,367 +55.1% Added
ALGN ALIGN TECHNOLOGY INC
$454.2M
1.2%
1,918,921 +47,184 +2.5% Added
GOOGL ALPHABET INC-CL A
$388.5M
1.0%
178,255 −196 −0.1% Reduced
ICLR ICON PLC
$304.4M
0.8%
1,404,775 −152,275 −9.8% Reduced
IWF ISHARES RUSSELL 1000 GROWTH
$254.5M
0.7%
1,163,904 +51,291 +4.6% Added
AON AON PLC-CLASS A
$252.0M
0.7%
934,339 −50,357 −5.1% Reduced
ADP AUTOMATIC DATA PROCESSING
$85.0M
0.2%
404,815 +148,308 +57.8% Added
MDT MEDTRONIC PLC
$80.9M
0.2%
901,899 −47,890 −5.0% Reduced
SAP SAP SE-SPONSORED ADR
$74.6M
0.2%
822,456 −108,213 −11.6% Reduced
SBUX STARBUCKS CORP
$59.1M
0.2%
773,038 −76,816 −9.0% Reduced
FET 9 08/04/25 PRN FORUM ENERGY TECHNOLOGIE
$56.1M
0.1%
1,533,494 Held
GLOB GLOBANT SA
$38.3M
0.1%
220,281 +62,113 +39.3% Added
ASML ASML HOLDING NV-NY REG SHS
$35.0M
0.1%
73,525 −6,025 −7.6% Reduced
MELI MERCADOLIBRE INC
$26.6M
0.1%
41,709 −1,581 −3.7% Reduced
UNILEVER PLC
$23.1M
0.1%
503,017 −40,855 −7.5% Reduced
SHOP SHOPIFY INC - CLASS A
$16.0M
0.0%
512,852 +457,950 +834.1% Added
ACWI ISHARES MSCI ACWI ETF
$15.0M
0.0%
178,941 +139,986 +359.4% Added
FOXF FOX FACTORY HOLDING CORP
$13.3M
0.0%
165,681 −30,522 −15.6% Reduced
QLYS QUALYS INC
$12.5M
0.0%
98,820 −16,044 −14.0% Reduced
HLI HOULIHAN LOKEY INC
$11.5M
0.0%
146,055 −28,562 −16.4% Reduced
YETI YETI HOLDINGS INC
$11.2M
0.0%
259,028 −42,466 −14.1% Reduced
GSHD GOOSEHEAD INSURANCE INC -A
$10.6M
0.0%
232,196 +16,174 +7.5% Added
AMN AMN HEALTHCARE SERVICES INC
$10.0M
0.0%
91,554 −46,137 −33.5% Reduced
RVLV REVOLVE GROUP INC
$9.9M
0.0%
382,830 −28,047 −6.8% Reduced
ALRM ALARM.COM HOLDINGS INC
$9.9M
0.0%
160,207 −31,094 −16.3% Reduced
FIVE FIVE BELOW
$9.3M
0.0%
81,911 +65,939 +412.8% Added
PGNY PROGYNY INC
$9.0M
0.0%
309,470 −58,889 −16.0% Reduced
BL BLACKLINE INC
$8.8M
0.0%
132,207 −22,490 −14.5% Reduced
HLNE HAMILTON LANE INC-CLASS A
$8.7M
0.0%
129,556 +33,492 +34.9% Added
DAVA ENDAVA PLC- SPON ADR
$8.2M
0.0%
92,827 −80,706 −46.5% Reduced
OLOGBX OLO INC - CLASS A
$7.6M
0.0%
771,763 +27,091 +3.6% Added
CCXUSD SKILLSOFT CORP
$6.8M
0.0%
1,768,064 Held
DUCK CREEK TECHNOLOGIES INC
$6.5M
0.0%
437,998 −82,954 −15.9% Reduced
ALTR* ALTAIR ENGINEERING INC - A
$6.4M
0.0%
122,511 −21,725 −15.1% Reduced
WING WINGSTOP INC
$6.4M
0.0%
85,601 −17,340 −16.8% Reduced
BMBL BUMBLE INC-A
$6.3M
0.0%
225,571 −29,510 −11.6% Reduced
ACWX ISHARES MSCI ACWI EX US ETF
$6.3M
0.0%
141,015 −387,290 −73.3% Reduced
CATH GLOBAL X S&P 500 CA VAL ETF
$6.1M
0.0%
132,208 −11,629 −8.1% Reduced
APPF APPFOLIO INC - A
$5.7M
0.0%
62,330 −58,589 −48.5% Reduced
AZTA AZENTA INC
$4.6M
0.0%
64,118 +64,118 New
PCTY PAYLOCITY HOLDING CORP
$4.5M
0.0%
25,562 −5,128 −16.7% Reduced
DOCS DOXIMITY INC-CLASS A
$4.4M
0.0%
127,720 +127,720 New
WRBY WARBY PARKER INC-CLASS A
$4.1M
0.0%
367,609 −70,185 −16.0% Reduced
HELE HELEN OF TROY LTD
$4.1M
0.0%
25,105 −5,393 −17.7% Reduced
SITE SITEONE LANDSCAPE SUPPLY INC
$4.0M
0.0%
33,894 +33,894 New
FTCHQ FARFETCH LTD-CLASS A
$3.9M
0.0%
540,614 −85,045 −13.6% Reduced
PAYC PAYCOM SOFTWARE INC
$3.7M
0.0%
13,322 −2,135 −13.8% Reduced
DT DYNATRACE INC
$3.6M
0.0%
91,541 −18,067 −16.5% Reduced
FICO FAIR ISAAC CORP
$3.1M
0.0%
7,684 −1,169 −13.2% Reduced
FND FLOOR & DECOR HOLDINGS INC-A
$2.1M
0.0%
33,616 −1,585 −4.5% Reduced
CPRT COPART INC
$2.0M
0.0%
18,188 −5,020 −21.6% Reduced
TREX TREX COMPANY INC
$1.8M
0.0%
32,238 −8,876 −21.6% Reduced
TYL TYLER TECHNOLOGIES INC
$1.7M
0.0%
5,036 −903 −15.2% Reduced
TTD TRADE DESK INC -CLASS A
$1.6M
0.0%
38,729 +2,444 +6.7% Added
AZPN1USD ASPEN TECHNOLOGY INC
$1.5M
0.0%
8,235 +8,235 New
ETSY ETSY INC
$1.3M
0.0%
17,324 −18,652 −51.8% Reduced
TME TENCENT MUSIC ENTERTAINM-ADR
$1.1M
0.0%
219,849 +29,210 +15.3% Added
RH RH
$1.1M
0.0%
5,050 −7,031 −58.2% Reduced
CRL CHARLES RIVER LABORATORIES
$1.0M
0.0%
4,685 +4,685 New
KARO KAROOOOO LTD
$949K
0.0%
44,123 +2,939 +7.1% Added
LUXE LUXEXPERIENCE BV
$815K
0.0%
82,527 +20,498 +33.0% Added
TPLC TIMOTHY PLN US LRG/MID CAP
$687K
0.0%
21,968 −9,524 −30.2% Reduced
XYZ BLOCK INC
$294K
0.0%
4,783 +4,783 New

Sold positions

13 closed in Q2 2022 · shares & value as of prior filing
Holding Shares sold Prior value
MSCI MSCI INC
856,456 $430.7M
TRUP TRUPANION INC
198,273 $17.7M
MBUU MALIBU BOATS INC - A
128,245 $7.4M
CMRC COMMERCE.COM INC
285,540 $6.3M
AZPNUSD ASPEN TECHNOLOGY INC
25,392 $4.2M
REGN REGENERON PHARMACEUTICALS
1,383 $966K
MEDP MEDPACE HOLDINGS INC
4,555 $745K
ORLY O'REILLY AUTOMOTIVE INC
1,035 $709K
DG DOLLAR GENERAL CORP
2,863 $637K
EXPO EXPONENT INC
4,486 $485K
ORCL ORACLE CORP
4,216 $349K
BKNG BOOKING HOLDINGS INC
134 $315K
IWM ISHARES RUSSELL 2000 ETF
1,215 $249K

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.