whalepapers
Overview/ Polen Capital Management LLC/ Q3 2020

Polen Capital Management LLC

CIK 0001034524 · As of Q3 2020 · filed Nov 12, 2020

Q3 2020

Holdings

65 positions · Δ vs prior quarter
META META PLATFORMS INC-CLASS A
$3.13B
8.4%
11,957,142 +197,726 +1.7% Added
MSFT MICROSOFT CORP
$3.10B
8.3%
14,723,497 −2,934,455 −16.6% Reduced
ADBE ADOBE INC
$2.81B
7.5%
5,724,906 +152,870 +2.7% Added
GOOG ALPHABET INC-CL C
$2.48B
6.6%
1,685,973 +59,515 +3.7% Added
ABT ABBOTT LABORATORIES
$2.11B
5.6%
19,404,698 +692,903 +3.7% Added
MA MASTERCARD INC - A
$1.89B
5.1%
5,594,314 +108,677 +2.0% Added
V VISA INC-CLASS A SHARES
$1.86B
5.0%
9,322,902 +346,117 +3.9% Added
ZTS ZOETIS INC
$1.82B
4.9%
11,024,646 +244,464 +2.3% Added
ACN ACCENTURE PLC-CL A
$1.72B
4.6%
7,601,083 +314,801 +4.3% Added
CRM SALESFORCE INC
$1.70B
4.5%
6,757,081 +42,734 +0.6% Added
NOW SERVICENOW INC
$1.55B
4.1%
3,191,209 −234,401 −6.8% Reduced
PYPL PAYPAL HOLDINGS INC
$1.55B
4.1%
7,844,084 −807,881 −9.3% Reduced
ADSK AUTODESK INC
$1.46B
3.9%
6,315,238 +268,645 +4.4% Added
DG DOLLAR GENERAL CORP
$1.18B
3.2%
5,651,553 +121,552 +2.2% Added
SBUX STARBUCKS CORP
$1.13B
3.0%
13,160,538 +389,720 +3.1% Added
REGN REGENERON PHARMACEUTICALS
$1.08B
2.9%
1,937,657 +93,123 +5.0% Added
UNH UNITEDHEALTH GROUP INC
$1.07B
2.9%
3,419,053 +3,419,053 New
NKE NIKE INC -CL B
$897.8M
2.4%
7,151,504 +99,622 +1.4% Added
ALGN ALIGN TECHNOLOGY INC
$850.4M
2.3%
2,597,811 −660,578 −20.3% Reduced
IT GARTNER INC
$779.8M
2.1%
6,241,116 +128,092 +2.1% Added
ISRG INTUITIVE SURGICAL INC
$698.7M
1.9%
984,769 +984,769 New
GOOGL ALPHABET INC-CL A
$663.1M
1.8%
452,421 +9,559 +2.2% Added
MSCI MSCI INC
$643.6M
1.7%
1,804,019 −587,140 −24.6% Reduced
BABA ALIBABA GROUP HOLDING-SP ADR
$282.5M
0.8%
960,828 +235,113 +32.4% Added
ILMN ILLUMINA INC
$173.9M
0.5%
562,775 +562,775 New
ICLR ICON PLC
$104.0M
0.3%
544,491 +160,086 +41.6% Added
SAP SAP SE-SPONSORED ADR
$83.7M
0.2%
537,334 +138,359 +34.7% Added
MDT MEDTRONIC PLC
$73.6M
0.2%
708,601 +208,560 +41.7% Added
NEW ORIENTAL ED & TECHNOLOGY
$69.0M
0.2%
461,798 +136,313 +41.9% Added
AON AON PLC-CLASS A
$67.6M
0.2%
327,757 +327,757 New
ADP AUTOMATIC DATA PROCESSING
$57.9M
0.2%
415,192 −5,676,463 −93.2% Reduced
EL ESTEE LAUDER COMPANIES-CL A
$36.8M
0.1%
168,680 +168,680 New
ORCL ORACLE CORP
$36.7M
0.1%
614,183 +112,332 +22.4% Added
CHKP CHECK POINT SOFTWARE TECH
$35.5M
0.1%
295,007 +86,730 +41.6% Added
UNILEVER PLC
$34.5M
0.1%
558,576 +144,925 +35.0% Added
RELX RELX PLC - SPON ADR
$16.8M
0.0%
750,119 −250,584 −25.0% Reduced
GLOB GLOBANT SA
$8.7M
0.0%
48,576 +7,039 +16.9% Added
ETSY ETSY INC
$8.4M
0.0%
69,267 +11,285 +19.5% Added
APPF APPFOLIO INC - A
$7.3M
0.0%
51,199 +8,294 +19.3% Added
WING WINGSTOP INC
$7.0M
0.0%
50,964 +8,241 +19.3% Added
EXPO EXPONENT INC
$6.1M
0.0%
85,211 +13,627 +19.0% Added
TREX TREX COMPANY INC
$6.1M
0.0%
85,123 +49,560 +139.4% Added
FOXF FOX FACTORY HOLDING CORP
$5.9M
0.0%
79,307 +12,762 +19.2% Added
BL BLACKLINE INC
$5.8M
0.0%
64,848 +30,615 +89.4% Added
FND FLOOR & DECOR HOLDINGS INC-A
$5.5M
0.0%
73,879 +11,606 +18.6% Added
WDFC WD-40 CO
$5.4M
0.0%
28,782 +6,875 +31.4% Added
GSHD GOOSEHEAD INSURANCE INC -A
$5.4M
0.0%
62,534 +62,534 New
IWF ISHARES RUSSELL 1000 GROWTH
$5.4M
0.0%
24,725 −43,213 −63.6% Reduced
HELE HELEN OF TROY LTD
$5.2M
0.0%
26,729 +4,352 +19.4% Added
ALRM ALARM.COM HOLDINGS INC
$5.1M
0.0%
92,629 +18,323 +24.7% Added
POOL POOL CORP
$4.8M
0.0%
14,250 +2,279 +19.0% Added
HLI HOULIHAN LOKEY INC
$4.7M
0.0%
78,945 +34,244 +76.6% Added
MASI* MASIMO CORP
$4.3M
0.0%
18,414 +2,724 +17.4% Added
ENVUSD ENVESTNET INC
$4.3M
0.0%
55,872 +11,678 +26.4% Added
TREE LENDINGTREE INC
$4.3M
0.0%
14,032 +2,202 +18.6% Added
QLYS QUALYS INC
$4.1M
0.0%
41,478 +20,533 +98.0% Added
EEFT EURONET WORLDWIDE INC
$3.9M
0.0%
42,432 +8,450 +24.9% Added
MEDP MEDPACE HOLDINGS INC
$3.8M
0.0%
33,599 +5,225 +18.4% Added
YETI YETI HOLDINGS INC
$3.7M
0.0%
81,533 +12,853 +18.7% Added
PCTY PAYLOCITY HOLDING CORP
$3.6M
0.0%
22,097 +3,492 +18.8% Added
AMN AMN HEALTHCARE SERVICES INC
$3.6M
0.0%
60,847 +9,594 +18.7% Added
RVLV REVOLVE GROUP INC
$3.4M
0.0%
209,419 +32,936 +18.7% Added
BLKB BLACKBAUD INC
$2.9M
0.0%
52,431 +8,220 +18.6% Added
MBUU MALIBU BOATS INC - A
$2.7M
0.0%
55,360 +55,360 New
ALTR* ALTAIR ENGINEERING INC - A
$2.7M
0.0%
63,809 +10,064 +18.7% Added

Sold positions

5 closed in Q3 2020 · shares & value as of prior filing
Holding Shares sold Prior value
EPAM EPAM SYSTEMS INC
13,089 $3.3M
TXRH TEXAS ROADHOUSE INC
50,300 $2.6M
LMAT LEMAITRE VASCULAR INC
93,546 $2.5M
FIVE FIVE BELOW
22,763 $2.4M
ACWX ISHARES MSCI ACWI EX US ETF
5,231 $226K

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.