whalepapers
Overview/ Polen Capital Management LLC/ Q3 2022

Polen Capital Management LLC

CIK 0001034524 · As of Q3 2022 · filed Nov 4, 2022

Q3 2022

Holdings

85 positions · Δ vs prior quarter
AMZN AMAZON.COM INC
$4.21B
11.8%
37,237,857 −322,748 −0.9% Reduced
GOOG ALPHABET INC-CL C
$2.74B
7.7%
28,471,359 +27,045,038 +1896.1% Added
MSFT MICROSOFT CORP
$2.24B
6.3%
9,600,504 +131,430 +1.4% Added
ADBE ADOBE INC
$1.91B
5.3%
6,930,964 +76,097 +1.1% Added
V VISA INC-CLASS A SHARES
$1.81B
5.1%
10,165,168 −2,313,368 −18.5% Reduced
META META PLATFORMS INC-CLASS A
$1.80B
5.0%
13,265,354 +78,927 +0.6% Added
MA MASTERCARD INC - A
$1.75B
4.9%
6,151,516 −1,490,828 −19.5% Reduced
NFLX NETFLIX INC
$1.73B
4.8%
7,332,431 +2,569,072 +53.9% Added
CRM SALESFORCE INC
$1.59B
4.4%
11,057,687 +1,228,763 +12.5% Added
ADSK AUTODESK INC
$1.57B
4.4%
8,424,908 +3,518 +0.0% Added
ABT ABBOTT LABORATORIES
$1.52B
4.2%
15,689,512 +316,416 +2.1% Added
NOW SERVICENOW INC
$1.49B
4.2%
3,953,299 +827,285 +26.5% Added
ACN ACCENTURE PLC-CL A
$1.49B
4.2%
5,799,259 +29,646 +0.5% Added
UNH UNITEDHEALTH GROUP INC
$1.44B
4.0%
2,849,593 −67,080 −2.3% Reduced
ABNB AIRBNB INC-CLASS A
$1.33B
3.7%
12,685,378 −126,020 −1.0% Reduced
PYPL PAYPAL HOLDINGS INC
$1.10B
3.1%
12,742,055 −227,812 −1.8% Reduced
ZTS ZOETIS INC
$884.4M
2.5%
5,963,848 −27,043 −0.5% Reduced
ILMN ILLUMINA INC
$862.6M
2.4%
4,521,397 +1,731,169 +62.0% Added
IT GARTNER INC
$798.0M
2.2%
2,884,216 −111,065 −3.7% Reduced
NKE NIKE INC -CL B
$673.7M
1.9%
8,105,103 +132,843 +1.7% Added
DOCU DOCUSIGN INC
$462.4M
1.3%
8,647,060 +33,901 +0.4% Added
ALGN ALIGN TECHNOLOGY INC
$411.7M
1.2%
1,988,038 +69,117 +3.6% Added
GOOGL ALPHABET INC-CL A
$343.4M
1.0%
3,590,163 +3,411,908 +1914.1% Added
ICLR ICON PLC
$305.6M
0.9%
1,663,024 +258,249 +18.4% Added
AON AON PLC-CLASS A
$285.2M
0.8%
1,064,589 +130,250 +13.9% Added
IWF ISHARES RUSSELL 1000 GROWTH
$124.2M
0.3%
590,425 −573,479 −49.3% Reduced
ADP AUTOMATIC DATA PROCESSING
$123.9M
0.3%
547,696 +142,881 +35.3% Added
SAP SAP SE-SPONSORED ADR
$116.9M
0.3%
1,438,757 +616,301 +74.9% Added
SBUX STARBUCKS CORP
$80.2M
0.2%
952,239 +179,201 +23.2% Added
MDT MEDTRONIC PLC
$73.6M
0.2%
911,475 +9,576 +1.1% Added
FET 9 08/04/25 PRN FORUM ENERGY TECHNOLOGIE
$56.1M
0.2%
946,672 −586,822 −38.3% Reduced
GLOB GLOBANT SA
$45.3M
0.1%
242,133 +21,852 +9.9% Added
MELI MERCADOLIBRE INC
$34.8M
0.1%
42,040 +331 +0.8% Added
ASML ASML HOLDING NV-NY REG SHS
$31.8M
0.1%
76,630 +3,105 +4.2% Added
ACWI ISHARES MSCI ACWI ETF
$25.8M
0.1%
331,140 +152,199 +85.1% Added
UNILEVER PLC
$23.0M
0.1%
524,945 +21,928 +4.4% Added
QLYS QUALYS INC
$15.5M
0.0%
111,002 +12,182 +12.3% Added
FIVE FIVE BELOW
$15.2M
0.0%
110,707 +28,796 +35.2% Added
FOXF FOX FACTORY HOLDING CORP
$14.3M
0.0%
180,336 +14,655 +8.8% Added
SHOP SHOPIFY INC - CLASS A
$14.1M
0.0%
524,274 +11,422 +2.2% Added
PGNY PROGYNY INC
$12.5M
0.0%
337,641 +28,171 +9.1% Added
HLI HOULIHAN LOKEY INC
$12.1M
0.0%
160,096 +14,041 +9.6% Added
WING WINGSTOP INC
$11.4M
0.0%
91,282 +5,681 +6.6% Added
ALRM ALARM.COM HOLDINGS INC
$11.3M
0.0%
174,449 +14,242 +8.9% Added
GSHD GOOSEHEAD INSURANCE INC -A
$11.2M
0.0%
313,367 +81,171 +35.0% Added
RVLV REVOLVE GROUP INC
$10.8M
0.0%
498,621 +115,791 +30.2% Added
DAVA ENDAVA PLC- SPON ADR
$10.0M
0.0%
124,597 +31,770 +34.2% Added
BL BLACKLINE INC
$8.8M
0.0%
146,222 +14,015 +10.6% Added
HLNE HAMILTON LANE INC-CLASS A
$8.4M
0.0%
141,283 +11,727 +9.1% Added
YETI YETI HOLDINGS INC
$8.0M
0.0%
281,542 +22,514 +8.7% Added
AMN AMN HEALTHCARE SERVICES INC
$7.4M
0.0%
70,265 −21,289 −23.3% Reduced
APPF APPFOLIO INC - A
$7.3M
0.0%
69,356 +7,026 +11.3% Added
DUCK CREEK TECHNOLOGIES INC
$7.0M
0.0%
591,723 +153,725 +35.1% Added
BMBL BUMBLE INC-A
$6.9M
0.0%
319,451 +93,880 +41.6% Added
OLOGBX OLO INC - CLASS A
$6.7M
0.0%
842,779 +71,016 +9.2% Added
DOCS DOXIMITY INC-CLASS A
$6.4M
0.0%
211,853 +84,133 +65.9% Added
EEFT EURONET WORLDWIDE INC
$6.3M
0.0%
83,011 +83,011 New
PAYC PAYCOM SOFTWARE INC
$6.1M
0.0%
18,563 +5,241 +39.3% Added
ALTR* ALTAIR ENGINEERING INC - A
$6.0M
0.0%
136,138 +13,627 +11.1% Added
CATH GLOBAL X S&P 500 CA VAL ETF
$5.3M
0.0%
122,342 −9,866 −7.5% Reduced
DT DYNATRACE INC
$5.3M
0.0%
153,252 +61,711 +67.4% Added
WRBY WARBY PARKER INC-CLASS A
$5.3M
0.0%
399,804 +32,195 +8.8% Added
AZTA AZENTA INC
$5.1M
0.0%
119,193 +55,075 +85.9% Added
FTCHQ FARFETCH LTD-CLASS A
$4.4M
0.0%
585,165 +44,551 +8.2% Added
ACWX ISHARES MSCI ACWI EX US ETF
$4.3M
0.0%
106,695 −34,320 −24.3% Reduced
SITE SITEONE LANDSCAPE SUPPLY INC
$3.9M
0.0%
37,428 +3,534 +10.4% Added
FND FLOOR & DECOR HOLDINGS INC-A
$3.5M
0.0%
49,531 +15,915 +47.3% Added
CCXUSD SKILLSOFT CORP
$3.2M
0.0%
1,768,064 Held
FICO FAIR ISAAC CORP
$3.1M
0.0%
7,511 −173 −2.3% Reduced
HELE HELEN OF TROY LTD
$2.7M
0.0%
27,816 +2,711 +10.8% Added
TTD TRADE DESK INC -CLASS A
$2.3M
0.0%
38,939 +210 +0.5% Added
IWM ISHARES RUSSELL 2000 ETF
$2.2M
0.0%
13,325 +13,325 New
AZPN1USD ASPEN TECHNOLOGY INC
$2.0M
0.0%
8,270 +35 +0.4% Added
CPRT COPART INC
$1.9M
0.0%
18,251 +63 +0.3% Added
TYL TYLER TECHNOLOGIES INC
$1.8M
0.0%
5,158 +122 +2.4% Added
ETSY ETSY INC
$1.7M
0.0%
17,372 +48 +0.3% Added
TREX TREX COMPANY INC
$1.4M
0.0%
32,342 +104 +0.3% Added
RH RH
$1.2M
0.0%
5,060 +10 +0.2% Added
KARO KAROOOOO LTD
$1.0M
0.0%
43,453 −670 −1.5% Reduced
LUXE LUXEXPERIENCE BV
$955K
0.0%
82,917 +390 +0.5% Added
CRL CHARLES RIVER LABORATORIES
$915K
0.0%
4,650 −35 −0.7% Reduced
TME TENCENT MUSIC ENTERTAINM-ADR
$877K
0.0%
215,949 −3,900 −1.8% Reduced
ISRG INTUITIVE SURGICAL INC
$730K
0.0%
3,897 −3,434,501 −99.9% Reduced
TPLC TIMOTHY PLN US LRG/MID CAP
$656K
0.0%
21,752 −216 −1.0% Reduced
JMST JPM ULTRA-SHORT MUNI INCOME
$296K
0.0%
5,875 +5,875 New

Sold positions

2 closed in Q3 2022 · shares & value as of prior filing
Holding Shares sold Prior value
PCTY PAYLOCITY HOLDING CORP
25,562 $4.5M
XYZ BLOCK INC
4,783 $294K

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.