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Overview/ Polen Capital Management LLC/ Q2 2023

Polen Capital Management LLC

CIK 0001034524 · As of Q2 2023 · filed Aug 11, 2023

Q2 2023

Holdings

100 positions · Δ vs prior quarter
AMZN AMAZON.COM INC
$5.51B
13.7%
42,244,188 −2,638,569 −5.9% Reduced
NFLX NETFLIX INC
$2.91B
7.2%
6,608,014 −350,214 −5.0% Reduced
MSFT MICROSOFT CORP
$2.53B
6.3%
7,424,001 −1,817,269 −19.7% Reduced
GOOG ALPHABET INC-CL C
$2.46B
6.1%
20,328,899 −978,730 −4.6% Reduced
NOW SERVICENOW INC
$2.37B
5.9%
4,214,967 −197,790 −4.5% Reduced
ADBE ADOBE INC
$2.26B
5.6%
4,631,539 −218,591 −4.5% Reduced
MA MASTERCARD INC - A
$1.96B
4.9%
4,982,887 −177,370 −3.4% Reduced
V VISA INC-CLASS A SHARES
$1.87B
4.6%
7,856,523 −212,806 −2.6% Reduced
CRM SALESFORCE INC
$1.67B
4.1%
7,912,495 −2,602,169 −24.7% Reduced
ACN ACCENTURE PLC-CL A
$1.59B
3.9%
5,160,507 −186,287 −3.5% Reduced
ABT ABBOTT LABORATORIES
$1.51B
3.7%
13,861,854 −387,593 −2.7% Reduced
ABNB AIRBNB INC-CLASS A
$1.48B
3.7%
11,554,490 −348,068 −2.9% Reduced
PYPL PAYPAL HOLDINGS INC
$1.48B
3.7%
22,163,025 +9,642,649 +77.0% Added
UNH UNITEDHEALTH GROUP INC
$1.28B
3.2%
2,656,274 −56,360 −2.1% Reduced
TMO THERMO FISHER SCIENTIFIC INC
$1.17B
2.9%
2,238,649 −32,287 −1.4% Reduced
ADSK AUTODESK INC
$1.12B
2.8%
5,480,511 −2,386,575 −30.3% Reduced
ILMN ILLUMINA INC
$955.7M
2.4%
5,097,461 +14,983 +0.3% Added
ZTS ZOETIS INC
$929.6M
2.3%
5,397,918 −135,756 −2.5% Reduced
WDAY WORKDAY INC-CLASS A
$874.6M
2.2%
3,871,968 +3,871,968 New
NKE NIKE INC -CL B
$701.2M
1.7%
6,353,109 −122,152 −1.9% Reduced
IT GARTNER INC
$684.1M
1.7%
1,952,855 −754,516 −27.9% Reduced
ALGN ALIGN TECHNOLOGY INC
$559.5M
1.4%
1,582,077 −39,338 −2.4% Reduced
DOCU DOCUSIGN INC
$432.9M
1.1%
8,474,014 −6,095 −0.1% Reduced
ICLR ICON PLC
$366.8M
0.9%
1,466,021 −20,693 −1.4% Reduced
AON AON PLC-CLASS A
$279.9M
0.7%
810,868 −13,636 −1.7% Reduced
GOOGL ALPHABET INC-CL A
$270.1M
0.7%
2,256,727 −25,409 −1.1% Reduced
SAP SAP SE-SPONSORED ADR
$173.4M
0.4%
1,267,259 −49,293 −3.7% Reduced
ADP AUTOMATIC DATA PROCESSING
$119.9M
0.3%
545,332 +7,879 +1.5% Added
MDT MEDTRONIC PLC
$68.9M
0.2%
781,913 −20,461 −2.6% Reduced
GLOB GLOBANT SA
$66.0M
0.2%
367,091 +166,539 +83.0% Added
MELI MERCADOLIBRE INC
$57.3M
0.1%
48,386 −2,268 −4.5% Reduced
SHOP SHOPIFY INC - CLASS A
$50.8M
0.1%
786,604 −30,781 −3.8% Reduced
ASML ASML HOLDING NV-NY REG SHS
$46.3M
0.1%
63,864 −2,365 −3.6% Reduced
UNILEVER PLC
$39.9M
0.1%
765,200 −30,132 −3.8% Reduced
IWF ISHARES RUSSELL 1000 GROWTH
$35.3M
0.1%
128,099 −8,813 −6.4% Reduced
HDB HDFC BANK LTD-ADR
$32.2M
0.1%
461,637 +165,422 +55.8% Added
EL ESTEE LAUDER COMPANIES-CL A
$25.0M
0.1%
127,240 +6,788 +5.6% Added
FET 9 08/04/25 PRN FORUM ENERGY TECHNOLOGIE
$24.9M
0.1%
25,153,000 +25,153,000 New
TME TENCENT MUSIC ENTERTAINM-ADR
$23.6M
0.1%
3,196,407 −210,540 −6.2% Reduced
DLO DLOCAL LTD
$20.6M
0.1%
1,688,501 +790,467 +88.0% Added
LVS LAS VEGAS SANDS CORP
$19.4M
0.0%
333,893 +9,745 +3.0% Added
GSHD GOOSEHEAD INSURANCE INC -A
$14.5M
0.0%
230,102 −60,666 −20.9% Reduced
FIVE FIVE BELOW
$14.4M
0.0%
73,038 −1,452 −1.9% Reduced
ATHM AUTOHOME INC-ADR
$13.8M
0.0%
473,007 −27,300 −5.5% Reduced
EPAM EPAM SYSTEMS INC
$13.1M
0.0%
58,485 +13,857 +31.1% Added
HLI HOULIHAN LOKEY INC
$12.9M
0.0%
130,892 −6,689 −4.9% Reduced
ALITEUR ALIGHT INC - CLASS A
$12.7M
0.0%
1,376,117 +628,569 +84.1% Added
YUMC YUM CHINA HOLDINGS INC
$12.5M
0.0%
220,451 +220,451 New
PGNY PROGYNY INC
$10.9M
0.0%
277,481 −12,918 −4.4% Reduced
WING WINGSTOP INC
$10.0M
0.0%
49,914 −2,559 −4.9% Reduced
FOXF FOX FACTORY HOLDING CORP
$9.9M
0.0%
91,640 −4,884 −5.1% Reduced
HLNE HAMILTON LANE INC-CLASS A
$9.3M
0.0%
116,448 −5,916 −4.8% Reduced
EEFT EURONET WORLDWIDE INC
$8.9M
0.0%
76,208 −3,603 −4.5% Reduced
YETI YETI HOLDINGS INC
$8.8M
0.0%
225,786 +16,330 +7.8% Added
QLYS QUALYS INC
$7.7M
0.0%
59,965 −2,397 −3.8% Reduced
ALRM ALARM.COM HOLDINGS INC
$7.4M
0.0%
143,532 −6,825 −4.5% Reduced
CCC CCC INTELLIGENT SOLUTIONS HO
$7.2M
0.0%
646,313 −24,462 −3.6% Reduced
RVLV REVOLVE GROUP INC
$6.9M
0.0%
421,604 −9,482 −2.2% Reduced
APPF APPFOLIO INC - A
$6.9M
0.0%
39,910 −18,030 −31.1% Reduced
DOCS DOXIMITY INC-CLASS A
$6.6M
0.0%
192,660 −9,692 −4.8% Reduced
BL BLACKLINE INC
$6.3M
0.0%
117,659 −4,580 −3.7% Reduced
FSV FIRSTSERVICE CORP
$6.3M
0.0%
40,985 −1,462 −3.4% Reduced
RH RH
$6.1M
0.0%
18,643 −873 −4.5% Reduced
BMBL BUMBLE INC-A
$6.0M
0.0%
357,978 −15,927 −4.3% Reduced
DT DYNATRACE INC
$5.2M
0.0%
101,705 −38,316 −27.4% Reduced
DAVA ENDAVA PLC- SPON ADR
$5.2M
0.0%
101,030 −7,846 −7.2% Reduced
TYL TYLER TECHNOLOGIES INC
$5.2M
0.0%
12,560 +207 +1.7% Added
ALTR* ALTAIR ENGINEERING INC - A
$5.1M
0.0%
67,792 −2,405 −3.4% Reduced
PAYC PAYCOM SOFTWARE INC
$5.1M
0.0%
15,982 −90 −0.6% Reduced
FND FLOOR & DECOR HOLDINGS INC-A
$4.6M
0.0%
44,100 −2,305 −5.0% Reduced
OLOGBX OLO INC - CLASS A
$4.5M
0.0%
694,005 −33,761 −4.6% Reduced
DCGO DOCGO INC
$4.3M
0.0%
455,961 +88,448 +24.1% Added
SITM SITIME CORP
$4.2M
0.0%
35,184 +13,751 +64.2% Added
SITE SITEONE LANDSCAPE SUPPLY INC
$4.0M
0.0%
23,998 −7,455 −23.7% Reduced
WRBY WARBY PARKER INC-CLASS A
$3.8M
0.0%
328,858 −16,261 −4.7% Reduced
AMN AMN HEALTHCARE SERVICES INC
$3.6M
0.0%
33,442 −1,210 −3.5% Reduced
FTCHQ FARFETCH LTD-CLASS A
$2.9M
0.0%
486,386 −25,268 −4.9% Reduced
KARO KAROOOOO LTD
$2.8M
0.0%
121,677 −5,926 −4.6% Reduced
TTD TRADE DESK INC -CLASS A
$2.7M
0.0%
35,125 −3,746 −9.6% Reduced
CATH GLOBAL X S&P 500 CA VAL ETF
$2.5M
0.0%
46,821 −6,071 −11.5% Reduced
LESLIES INC
$2.5M
0.0%
262,203 +262,203 New
HELE HELEN OF TROY LTD
$2.4M
0.0%
22,464 −861 −3.7% Reduced
ACWI ISHARES MSCI ACWI ETF
$2.4M
0.0%
24,756 −85,656 −77.6% Reduced
CCXUSD SKILLSOFT CORP
$2.2M
0.0%
1,768,064 Held
CPRT COPART INC
$1.9M
0.0%
21,011 −15,432 −42.3% Reduced
TREX TREX COMPANY INC
$1.9M
0.0%
29,170 −3,123 −9.7% Reduced
EVTC EVERTEC INC
$1.6M
0.0%
44,100 Held
MPWR MONOLITHIC POWER SYSTEMS INC
$1.3M
0.0%
2,464 +1,148 +87.2% Added
ETSY ETSY INC
$1.3M
0.0%
15,676 −1,726 −9.9% Reduced
AZPN1USD ASPEN TECHNOLOGY INC
$1.2M
0.0%
7,453 −804 −9.7% Reduced
MORN MORNINGSTAR INC
$1.1M
0.0%
5,622 +5,622 New
CRL CHARLES RIVER LABORATORIES
$1.0M
0.0%
4,955 −514 −9.4% Reduced
ACWX ISHARES MSCI ACWI EX US ETF
$917K
0.0%
18,638 −68,293 −78.6% Reduced
VUG VANGUARD MRNGSTAR GR ETF-SUI
$795K
0.0%
2,808 +2,808 New
MKL MARKEL GROUP INC
$613K
0.0%
443 +443 New
TPLC TIMOTHY PLN US LRG/MID CAP
$523K
0.0%
14,545 −1,394 −8.7% Reduced
FICO FAIR ISAAC CORP
$496K
0.0%
613 −1,937 −76.0% Reduced
TPIF TIMOTHY PLAN INTL ETF
$396K
0.0%
15,707 −2,415 −13.3% Reduced
IWM ISHARES RUSSELL 2000 ETF
$260K
0.0%
1,388 +1,388 New
LUXE LUXEXPERIENCE BV
$206K
0.0%
51,576 −58,800 −53.3% Reduced

Sold positions

2 closed in Q2 2023 · shares & value as of prior filing
Holding Shares sold Prior value
FET FORUM ENERGY TECHNOLOGIES IN
150,393 $3.8M
META META PLATFORMS INC-CLASS A
2,159 $458K

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.