whalepapers
Overview/ Polen Capital Management LLC/ Q3 2021

Polen Capital Management LLC

CIK 0001034524 · As of Q3 2021 · filed Nov 10, 2021

Q3 2021

Holdings

91 positions · Δ vs prior quarter
META META PLATFORMS INC-CLASS A
$4.49B
8.2%
13,234,318 +246,874 +1.9% Added
GOOG ALPHABET INC-CL C
$4.15B
7.6%
1,556,225 +25,091 +1.6% Added
AMZN AMAZON.COM INC
$3.79B
7.0%
1,152,907 +456,024 +65.4% Added
ADBE ADOBE INC
$3.28B
6.0%
5,704,396 −541,368 −8.7% Reduced
MSFT MICROSOFT CORP
$2.83B
5.2%
10,040,370 −5,995,611 −37.4% Reduced
MA MASTERCARD INC - A
$2.66B
4.9%
7,642,367 +1,484,878 +24.1% Added
CRM SALESFORCE INC
$2.65B
4.9%
9,777,594 +128,367 +1.3% Added
ABT ABBOTT LABORATORIES
$2.60B
4.8%
22,012,696 +27,692 +0.1% Added
V VISA INC-CLASS A SHARES
$2.43B
4.5%
10,910,106 +634,290 +6.2% Added
ACN ACCENTURE PLC-CL A
$2.15B
3.9%
6,723,544 −1,515,073 −18.4% Reduced
ADSK AUTODESK INC
$1.97B
3.6%
6,897,362 +875,015 +14.5% Added
NOW SERVICENOW INC
$1.91B
3.5%
3,067,253 −443,443 −12.6% Reduced
ZTS ZOETIS INC
$1.86B
3.4%
9,582,626 −2,325,133 −19.5% Reduced
PYPL PAYPAL HOLDINGS INC
$1.79B
3.3%
6,878,660 +202,828 +3.0% Added
ABNB AIRBNB INC-CLASS A
$1.60B
2.9%
9,534,237 +9,534,237 New
NFLX NETFLIX INC
$1.60B
2.9%
2,615,141 +175,827 +7.2% Added
GOOGL ALPHABET INC-CL A
$1.54B
2.8%
575,265 +9,718 +1.7% Added
UNH UNITEDHEALTH GROUP INC
$1.49B
2.7%
3,806,974 +70,893 +1.9% Added
SBUX STARBUCKS CORP
$1.43B
2.6%
13,000,370 −1,801,780 −12.2% Reduced
IT GARTNER INC
$1.37B
2.5%
4,509,180 −15,313 −0.3% Reduced
NKE NIKE INC -CL B
$1.17B
2.1%
8,024,628 +101,813 +1.3% Added
ALGN ALIGN TECHNOLOGY INC
$1.10B
2.0%
1,656,405 +21,800 +1.3% Added
ISRG INTUITIVE SURGICAL INC
$1.09B
2.0%
1,098,919 +8,873 +0.8% Added
ILMN ILLUMINA INC
$1.03B
1.9%
2,536,079 +55,303 +2.2% Added
MSCI MSCI INC
$841.6M
1.5%
1,383,494 +10,921 +0.8% Added
ICLR ICON PLC
$434.9M
0.8%
1,659,850 +877,316 +112.1% Added
AON AON PLC-CLASS A
$292.1M
0.5%
1,022,244 +209,597 +25.8% Added
MDT MEDTRONIC PLC
$127.0M
0.2%
1,013,186 +116,280 +13.0% Added
SAP SAP SE-SPONSORED ADR
$107.0M
0.2%
792,271 +71,717 +10.0% Added
BABA ALIBABA GROUP HOLDING-SP ADR
$71.2M
0.1%
480,951 −936,564 −66.1% Reduced
ASML ASML HOLDING NV-NY REG SHS
$58.7M
0.1%
78,762 +34,512 +78.0% Added
ADP AUTOMATIC DATA PROCESSING
$55.7M
0.1%
278,462 +32,851 +13.4% Added
UNILEVER PLC
$29.0M
0.1%
534,704 +34,787 +7.0% Added
MELI MERCADOLIBRE INC
$29.0M
0.1%
17,244 +1,221 +7.6% Added
SHOP SHOPIFY INC - CLASS A
$25.7M
0.0%
18,961 +1,064 +5.9% Added
GSHD GOOSEHEAD INSURANCE INC -A
$24.2M
0.0%
158,994 +12,513 +8.5% Added
GLOB GLOBANT SA
$23.5M
0.0%
83,472 +6,606 +8.6% Added
DAVA ENDAVA PLC- SPON ADR
$20.8M
0.0%
153,075 +10,561 +7.4% Added
WING WINGSTOP INC
$20.5M
0.0%
125,015 +9,589 +8.3% Added
FOXF FOX FACTORY HOLDING CORP
$20.0M
0.0%
138,109 +10,543 +8.3% Added
RVLV REVOLVE GROUP INC
$18.5M
0.0%
299,407 −8,621 −2.8% Reduced
IWF ISHARES RUSSELL 1000 GROWTH
$18.0M
0.0%
65,743 −126,274 −65.8% Reduced
MEDP MEDPACE HOLDINGS INC
$17.9M
0.0%
94,522 +7,111 +8.1% Added
PGNY PROGYNY INC
$17.2M
0.0%
307,911 +68,571 +28.7% Added
EXPO EXPONENT INC
$16.9M
0.0%
149,651 +11,584 +8.4% Added
OLOGBX OLO INC - CLASS A
$14.8M
0.0%
493,499 +493,499 New
BL BLACKLINE INC
$14.4M
0.0%
121,850 +10,624 +9.6% Added
DUCK CREEK TECHNOLOGIES INC
$14.4M
0.0%
324,956 +25,564 +8.5% Added
ETSY ETSY INC
$13.5M
0.0%
64,887 −11,164 −14.7% Reduced
HLI HOULIHAN LOKEY INC
$13.4M
0.0%
145,396 +10,714 +8.0% Added
YETI YETI HOLDINGS INC
$13.1M
0.0%
152,858 +13,341 +9.6% Added
AMN AMN HEALTHCARE SERVICES INC
$13.1M
0.0%
113,730 +9,671 +9.3% Added
TRUP TRUPANION INC
$12.9M
0.0%
165,548 +12,835 +8.4% Added
ALRM ALARM.COM HOLDINGS INC
$12.5M
0.0%
159,811 +12,018 +8.1% Added
APPF APPFOLIO INC - A
$12.1M
0.0%
100,342 +7,728 +8.3% Added
HELE HELEN OF TROY LTD
$10.4M
0.0%
46,245 +3,615 +8.5% Added
PCTY PAYLOCITY HOLDING CORP
$10.1M
0.0%
36,041 −1,697 −4.5% Reduced
QLYS QUALYS INC
$8.6M
0.0%
77,483 +6,553 +9.2% Added
ALTR* ALTAIR ENGINEERING INC - A
$8.2M
0.0%
119,227 +10,126 +9.3% Added
MBUU MALIBU BOATS INC - A
$7.3M
0.0%
104,522 +8,874 +9.3% Added
SLP SIMULATIONS PLUS INC
$7.0M
0.0%
178,076 +15,252 +9.4% Added
DT DYNATRACE INC
$6.1M
0.0%
85,901 +3,486 +4.2% Added
CATH GLOBAL X S&P 500 CA VAL ETF
$5.4M
0.0%
99,879 +99,879 New
RH RH
$4.9M
0.0%
7,296 +7,296 New
PAYC PAYCOM SOFTWARE INC
$4.7M
0.0%
9,446 +449 +5.0% Added
TTD TRADE DESK INC -CLASS A
$3.6M
0.0%
51,515 +1,792 +3.6% Added
TYL TYLER TECHNOLOGIES INC
$3.5M
0.0%
7,629 +7,629 New
AZPNUSD ASPEN TECHNOLOGY INC
$3.4M
0.0%
27,328 +958 +3.6% Added
TREX TREX COMPANY INC
$3.3M
0.0%
32,176 +1,062 +3.4% Added
CDW CDW CORP/DE
$3.2M
0.0%
17,852 +623 +3.6% Added
CPRT COPART INC
$2.8M
0.0%
20,265 +710 +3.6% Added
EPAM EPAM SYSTEMS INC
$2.7M
0.0%
4,664 +4,664 New
GNRC GENERAC HOLDINGS INC
$2.6M
0.0%
6,436 −3,668 −36.3% Reduced
NBIS NEBIUS GROUP NV
$2.6M
0.0%
32,063 +555 +1.8% Added
FICO FAIR ISAAC CORP
$2.5M
0.0%
6,176 +6,176 New
FTCHQ FARFETCH LTD-CLASS A
$2.3M
0.0%
61,970 +14,165 +29.6% Added
HEI HEICO CORP
$2.1M
0.0%
16,074 +554 +3.6% Added
REGN REGENERON PHARMACEUTICALS
$1.3M
0.0%
2,155 +2,155 New
KARO KAROOOOO LTD
$1.1M
0.0%
38,584 +420 +1.1% Added
DG DOLLAR GENERAL CORP
$1.1M
0.0%
5,234 +5,234 New
EL ESTEE LAUDER COMPANIES-CL A
$812K
0.0%
2,707 −165,490 −98.4% Reduced
ACWX ISHARES MSCI ACWI EX US ETF
$710K
0.0%
12,817 +5,265 +69.7% Added
ORLY O'REILLY AUTOMOTIVE INC
$632K
0.0%
1,035 +1,035 New
ATHM AUTOHOME INC-ADR
$516K
0.0%
10,995 +10,995 New
TME TENCENT MUSIC ENTERTAINM-ADR
$508K
0.0%
70,049 +14,475 +26.0% Added
TPLC TIMOTHY PLN US LRG/MID CAP
$448K
0.0%
12,865 +203 +1.6% Added
ACWI ISHARES MSCI ACWI ETF
$380K
0.0%
3,807 +477 +14.3% Added
ORCL ORACLE CORP
$367K
0.0%
4,216 +4,216 New
TPIF TIMOTHY PLAN INTL ETF
$338K
0.0%
11,897 +2,757 +30.2% Added
BKNG BOOKING HOLDINGS INC
$318K
0.0%
134 +134 New
TAL TAL EDUCATION GROUP- ADR
$84K
0.0%
17,340 Held

Sold positions

3 closed in Q3 2021 · shares & value as of prior filing
Holding Shares sold Prior value
NEW ORIENTAL ED & TECHNOLOGY
7,354,287 $60.2M
ENVUSD ENVESTNET INC
63,384 $4.8M
EEFT EURONET WORLDWIDE INC
26,741 $3.6M

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.