whalepapers
Overview/ Polen Capital Management LLC/ Q2 2024

Polen Capital Management LLC

CIK 0001034524 · As of Q2 2024 · filed Aug 12, 2024

Q2 2024

Holdings

110 positions · Δ vs prior quarter
AMZN AMAZON.COM INC
$5.72B
14.4%
29,623,890 −4,787,351 −13.9% Reduced
MSFT MICROSOFT CORP
$4.02B
10.1%
8,985,549 −679,823 −7.0% Reduced
GOOG ALPHABET INC-CL C
$3.06B
7.7%
16,682,933 −1,395,403 −7.7% Reduced
V VISA INC-CLASS A SHARES
$2.10B
5.3%
7,997,622 −394,868 −4.7% Reduced
NOW SERVICENOW INC
$1.95B
4.9%
2,482,798 −180,083 −6.8% Reduced
MA MASTERCARD INC - A
$1.87B
4.7%
4,239,995 −229,587 −5.1% Reduced
CRM SALESFORCE INC
$1.73B
4.3%
6,714,688 −240,057 −3.5% Reduced
TMO THERMO FISHER SCIENTIFIC INC
$1.72B
4.3%
3,102,010 −156,917 −4.8% Reduced
ABT ABBOTT LABORATORIES
$1.59B
4.0%
15,305,822 −835,415 −5.2% Reduced
ABNB AIRBNB INC-CLASS A
$1.54B
3.9%
10,173,464 −556,288 −5.2% Reduced
ADBE ADOBE INC
$1.48B
3.7%
2,665,186 −170,936 −6.0% Reduced
NFLX NETFLIX INC
$1.43B
3.6%
2,119,328 −1,719,982 −44.8% Reduced
ACN ACCENTURE PLC-CL A
$1.31B
3.3%
4,333,582 −295,405 −6.4% Reduced
ZTS ZOETIS INC
$1.22B
3.1%
7,046,051 +40,937 +0.6% Added
UNH UNITEDHEALTH GROUP INC
$1.15B
2.9%
2,249,052 −144,729 −6.0% Reduced
NVO NOVO-NORDISK A/S-SPONS ADR
$1.06B
2.7%
7,447,972 −320,807 −4.1% Reduced
SHOP SHOPIFY INC - CLASS A
$972.4M
2.4%
14,722,354 +13,891,599 +1672.2% Added
MSCI MSCI INC
$795.1M
2.0%
1,650,450 +1,514,394 +1113.1% Added
WDAY WORKDAY INC-CLASS A
$766.6M
1.9%
3,428,901 −253,205 −6.9% Reduced
IT GARTNER INC
$741.3M
1.9%
1,650,791 −98,038 −5.6% Reduced
NKE NIKE INC -CL B
$675.9M
1.7%
8,967,481 −504,090 −5.3% Reduced
LLY ELI LILLY & CO
$495.3M
1.2%
547,065 −37,741 −6.5% Reduced
GOOGL ALPHABET INC-CL A
$381.5M
1.0%
2,094,374 −40,989 −1.9% Reduced
ICLR ICON PLC
$340.1M
0.9%
1,085,062 −13,157 −1.2% Reduced
PAYC PAYCOM SOFTWARE INC
$319.9M
0.8%
2,236,125 +715,843 +47.1% Added
SAP SAP SE-SPONSORED ADR
$253.1M
0.6%
1,254,529 −20,197 −1.6% Reduced
AON AON PLC-CLASS A
$241.3M
0.6%
822,041 −8,075 −1.0% Reduced
ADP AUTOMATIC DATA PROCESSING
$117.4M
0.3%
491,947 −10,113 −2.0% Reduced
IWF ISHARES RUSSELL 1000 GROWTH
$108.6M
0.3%
297,803 +222,017 +293.0% Added
GLOB GLOBANT SA
$85.1M
0.2%
477,338 −21,236 −4.3% Reduced
MDT MEDTRONIC PLC
$82.6M
0.2%
1,049,969 −15,640 −1.5% Reduced
HDB HDFC BANK LTD-ADR
$54.9M
0.1%
853,428 +142,878 +20.1% Added
ASML ASML HOLDING NV-NY REG SHS
$52.2M
0.1%
51,068 −41 −0.1% Reduced
MELI MERCADOLIBRE INC
$51.0M
0.1%
31,040 −2,240 −6.7% Reduced
UNILEVER PLC
$27.5M
0.1%
500,714 −113 −0.0% Reduced
TME TENCENT MUSIC ENTERTAINM-ADR
$21.1M
0.1%
1,504,807 −1,157,974 −43.5% Reduced
ACWI ISHARES MSCI ACWI ETF
$19.7M
0.0%
175,686 +158,277 +909.2% Added
HLI HOULIHAN LOKEY INC
$11.1M
0.0%
82,376 −7,646 −8.5% Reduced
CWAN CLEARWATER ANALYTICS HDS-A
$10.6M
0.0%
571,837 +25,355 +4.6% Added
ADSK AUTODESK INC
$10.4M
0.0%
42,117 −4,896,615 −99.1% Reduced
EXLS EXLSERVICE HOLDINGS INC
$10.3M
0.0%
327,095 +16,680 +5.4% Added
PGNY PROGYNY INC
$10.0M
0.0%
348,292 −29,652 −7.8% Reduced
HLNE HAMILTON LANE INC-CLASS A
$9.7M
0.0%
78,225 −13,694 −14.9% Reduced
CCC CCC INTELLIGENT SOLUTIONS HO
$9.5M
0.0%
854,191 +289,360 +51.2% Added
GNRC GENERAC HOLDINGS INC
$9.4M
0.0%
70,988 −3,086 −4.2% Reduced
LVS LAS VEGAS SANDS CORP
$8.7M
0.0%
196,374 −35,582 −15.3% Reduced
BIL SS SPDR BB 1-3M T-BILL ETF
$8.4M
0.0%
91,892 −158,008 −63.2% Reduced
RVLV REVOLVE GROUP INC
$8.1M
0.0%
511,992 −8,475 −1.6% Reduced
ALRM ALARM.COM HOLDINGS INC
$8.1M
0.0%
128,165 +2,741 +2.2% Added
CNM CORE & MAIN INC-CLASS A
$7.8M
0.0%
158,999 −1,015 −0.6% Reduced
DLO DLOCAL LTD
$7.7M
0.0%
953,716 −326,204 −25.5% Reduced
WRBY WARBY PARKER INC-CLASS A
$7.4M
0.0%
463,853 −15,654 −3.3% Reduced
ALITEUR ALIGHT INC - CLASS A
$7.4M
0.0%
1,008,705 −278,599 −21.6% Reduced
GSHD GOOSEHEAD INSURANCE INC -A
$7.4M
0.0%
129,053 −2,949 −2.2% Reduced
PDD PDD HOLDINGS INC
$7.3M
0.0%
54,875 +54,875 New
MEDP MEDPACE HOLDINGS INC
$7.1M
0.0%
17,341 +382 +2.3% Added
EEFT EURONET WORLDWIDE INC
$6.7M
0.0%
64,711 −11,274 −14.8% Reduced
YUMC YUM CHINA HOLDINGS INC
$6.2M
0.0%
201,365 −105,720 −34.4% Reduced
SITM SITIME CORP
$5.7M
0.0%
46,054 −15,509 −25.2% Reduced
BL BLACKLINE INC
$5.0M
0.0%
104,007 −4,757 −4.4% Reduced
EPAM EPAM SYSTEMS INC
$4.8M
0.0%
25,775 −9,930 −27.8% Reduced
ALGN ALIGN TECHNOLOGY INC
$4.8M
0.0%
20,006 −1,196,063 −98.4% Reduced
YETI YETI HOLDINGS INC
$4.6M
0.0%
120,632 −17,342 −12.6% Reduced
FSV FIRSTSERVICE CORP
$4.5M
0.0%
29,787 −6,076 −16.9% Reduced
KB KB FINANCIAL GROUP INC-ADR
$4.4M
0.0%
78,267 −2,900 −3.6% Reduced
APPF APPFOLIO INC - A
$4.4M
0.0%
17,855 −8,599 −32.5% Reduced
OPCH OPTION CARE HEALTH INC
$4.3M
0.0%
153,541 +153,541 New
FOXF FOX FACTORY HOLDING CORP
$3.9M
0.0%
80,541 −13,532 −14.4% Reduced
CATH GLOBAL X S&P 500 CA VAL ETF
$3.6M
0.0%
55,803 +40,115 +255.7% Added
QLYS QUALYS INC
$3.6M
0.0%
25,568 −5,067 −16.5% Reduced
VONG VANGUARD RUSSELL 1000 GROWTH
$3.2M
0.0%
34,536 +1,270 +3.8% Added
AMN AMN HEALTHCARE SERVICES INC
$3.2M
0.0%
61,781 +3,032 +5.2% Added
AAON AAON INC
$3.0M
0.0%
34,884 +34,884 New
DOCS DOXIMITY INC-CLASS A
$3.0M
0.0%
105,500 −61,289 −36.7% Reduced
IBP INSTALLED BUILDING PRODUCTS
$2.7M
0.0%
13,093 +13,093 New
TECH BIO-TECHNE CORP
$2.5M
0.0%
35,457 −1,567 −4.2% Reduced
MORN MORNINGSTAR INC
$2.4M
0.0%
8,064 −1,267 −13.6% Reduced
CALY CALLAWAY GOLF COMPANY
$2.3M
0.0%
153,111 +24,349 +18.9% Added
DT DYNATRACE INC
$2.3M
0.0%
51,083 −22,773 −30.8% Reduced
FIVE FIVE BELOW
$2.3M
0.0%
20,784 −1,846 −8.2% Reduced
ACWX ISHARES MSCI ACWI EX US ETF
$2.1M
0.0%
39,371 +6,217 +18.8% Added
SITE SITEONE LANDSCAPE SUPPLY INC
$2.1M
0.0%
17,111 −3,731 −17.9% Reduced
RH RH
$2.0M
0.0%
8,283 −8,035 −49.2% Reduced
MPWR MONOLITHIC POWER SYSTEMS INC
$2.0M
0.0%
2,442 −1,450 −37.3% Reduced
IWM ISHARES RUSSELL 2000 ETF
$2.0M
0.0%
9,888 +4,848 +96.2% Added
AZPN1USD ASPEN TECHNOLOGY INC
$2.0M
0.0%
9,853 −1,555 −13.6% Reduced
ETSY ETSY INC
$1.9M
0.0%
32,925 −5,314 −13.9% Reduced
RGEN REPLIGEN CORP
$1.8M
0.0%
14,572 +14,572 New
LGIH LGI HOMES INC
$1.8M
0.0%
20,103 −4,310 −17.7% Reduced
MKTX MARKETAXESS HOLDINGS INC
$1.6M
0.0%
8,084 −81 −1.0% Reduced
TYL TYLER TECHNOLOGIES INC
$1.6M
0.0%
3,110 −189 −5.7% Reduced
AIT APPLIED INDUSTRIAL TECH INC
$1.5M
0.0%
7,595 +7,595 New
BWMN BOWMAN CONSULTING GROUP LTD
$1.5M
0.0%
46,145 −9,693 −17.4% Reduced
ROAD CONSTRUCTION PARTNERS INC-A
$1.4M
0.0%
25,574 +25,574 New
OLLI OLLIE'S BARGAIN OUTLET HOLDI
$1.3M
0.0%
12,800 +12,800 New
KSPI JSC KASPI.KZ ADR
$1.2M
0.0%
9,686 +9,686 New
CRL CHARLES RIVER LABORATORIES
$1.2M
0.0%
5,715 −345 −5.7% Reduced
POOL POOL CORP
$1.1M
0.0%
3,485 +189 +5.7% Added
CPA COPA HOLDINGS SA-CLASS A
$1.1M
0.0%
11,168 −2,805 −20.1% Reduced
SGOV ISHARES 0-3 MONTH TREASURY B
$1.0M
0.0%
10,334 +6,859 +197.4% Added
SKIL SKILLSOFT CORP
$1.0M
0.0%
73,112 −5,078 −6.5% Reduced
KNSL KINSALE CAPITAL GROUP INC
$892K
0.0%
2,315 +2,315 New
FND FLOOR & DECOR HOLDINGS INC-A
$759K
0.0%
7,635 −8,020 −51.2% Reduced
PYPL PAYPAL HOLDINGS INC
$741K
0.0%
12,770 −36,708 −74.2% Reduced
TTEK TETRA TECH INC
$677K
0.0%
3,309 +3,309 New
DAVA ENDAVA PLC- SPON ADR
$554K
0.0%
18,930 −51,401 −73.1% Reduced
FCX FREEPORT-MCMORAN INC
$506K
0.0%
10,419 +9 +0.1% Added
META META PLATFORMS INC-CLASS A
$407K
0.0%
808 +808 New
TREX TREX COMPANY INC
$399K
0.0%
5,379 −5,187 −49.1% Reduced
NTES NETEASE INC-ADR
$382K
0.0%
4,000 Held

Sold positions

6 closed in Q2 2024 · shares & value as of prior filing
Holding Shares sold Prior value
FET 9 08/04/25 PRN FORUM ENERGY TECHNOLOGIE
23,813,049 $23.6M
WING WINGSTOP INC
13,617 $5.0M
XPEL XPEL INC
50,490 $2.7M
HELE HELEN OF TROY LTD
19,642 $2.3M
BMBL BUMBLE INC-A
98,635 $1.1M
KARO KAROOOOO LTD
9,250 $232K

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.