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Overview/ Polen Capital Management LLC/ Q3 2023

Polen Capital Management LLC

CIK 0001034524 · As of Q3 2023 · filed Nov 13, 2023

Q3 2023

Holdings

99 positions · Δ vs prior quarter
AMZN AMAZON.COM INC
$4.75B
12.5%
37,398,151 −4,846,037 −11.5% Reduced
GOOG ALPHABET INC-CL C
$2.57B
6.8%
19,492,288 −836,611 −4.1% Reduced
NFLX NETFLIX INC
$2.43B
6.4%
6,437,255 −170,759 −2.6% Reduced
MSFT MICROSOFT CORP
$2.26B
5.9%
7,151,377 −272,624 −3.7% Reduced
NOW SERVICENOW INC
$2.23B
5.9%
3,994,534 −220,433 −5.2% Reduced
ADBE ADOBE INC
$2.20B
5.8%
4,324,053 −307,486 −6.6% Reduced
MA MASTERCARD INC - A
$1.90B
5.0%
4,798,026 −184,861 −3.7% Reduced
V VISA INC-CLASS A SHARES
$1.74B
4.6%
7,569,168 −287,355 −3.7% Reduced
CRM SALESFORCE INC
$1.55B
4.1%
7,660,386 −252,109 −3.2% Reduced
ACN ACCENTURE PLC-CL A
$1.53B
4.0%
4,989,956 −170,551 −3.3% Reduced
ABNB AIRBNB INC-CLASS A
$1.52B
4.0%
11,071,064 −483,426 −4.2% Reduced
ABT ABBOTT LABORATORIES
$1.31B
3.4%
13,480,736 −381,118 −2.7% Reduced
UNH UNITEDHEALTH GROUP INC
$1.28B
3.4%
2,538,134 −118,140 −4.4% Reduced
PYPL PAYPAL HOLDINGS INC
$1.27B
3.3%
21,685,665 −477,360 −2.2% Reduced
ADSK AUTODESK INC
$1.11B
2.9%
5,349,776 −130,735 −2.4% Reduced
TMO THERMO FISHER SCIENTIFIC INC
$1.09B
2.9%
2,151,028 −87,621 −3.9% Reduced
ZTS ZOETIS INC
$898.4M
2.4%
5,163,881 −234,037 −4.3% Reduced
WDAY WORKDAY INC-CLASS A
$848.7M
2.2%
3,950,320 +78,352 +2.0% Added
NVO NOVO-NORDISK A/S-SPONS ADR
$719.0M
1.9%
7,906,255 +7,906,255 New
ILMN ILLUMINA INC
$703.8M
1.9%
5,126,614 +29,153 +0.6% Added
IT GARTNER INC
$658.1M
1.7%
1,915,189 −37,666 −1.9% Reduced
NKE NIKE INC -CL B
$588.8M
1.5%
6,157,296 −195,813 −3.1% Reduced
ALGN ALIGN TECHNOLOGY INC
$471.5M
1.2%
1,544,171 −37,906 −2.4% Reduced
LLY ELI LILLY & CO
$335.1M
0.9%
623,812 +623,812 New
ICLR ICON PLC
$301.2M
0.8%
1,222,961 −243,060 −16.6% Reduced
GOOGL ALPHABET INC-CL A
$284.1M
0.7%
2,171,266 −85,461 −3.8% Reduced
AON AON PLC-CLASS A
$264.3M
0.7%
815,290 +4,422 +0.5% Added
SAP SAP SE-SPONSORED ADR
$163.3M
0.4%
1,262,674 −4,585 −0.4% Reduced
ADP AUTOMATIC DATA PROCESSING
$120.4M
0.3%
500,514 −44,818 −8.2% Reduced
IWF ISHARES RUSSELL 1000 GROWTH
$79.7M
0.2%
299,494 +171,395 +133.8% Added
GLOB GLOBANT SA
$72.9M
0.2%
368,492 +1,401 +0.4% Added
MSCI MSCI INC
$71.4M
0.2%
139,245 +139,245 New
MDT MEDTRONIC PLC
$62.3M
0.2%
794,789 +12,876 +1.6% Added
MELI MERCADOLIBRE INC
$61.5M
0.2%
48,488 +102 +0.2% Added
SHOP SHOPIFY INC - CLASS A
$43.8M
0.1%
802,650 +16,046 +2.0% Added
UNILEVER PLC
$38.7M
0.1%
782,535 +17,335 +2.3% Added
ASML ASML HOLDING NV-NY REG SHS
$38.4M
0.1%
65,222 +1,358 +2.1% Added
DLO DLOCAL LTD
$36.9M
0.1%
1,923,273 +234,772 +13.9% Added
HDB HDFC BANK LTD-ADR
$27.9M
0.1%
473,113 +11,476 +2.5% Added
FET 9 08/04/25 PRN FORUM ENERGY TECHNOLOGIE
$24.7M
0.1%
25,153,000 Held
TME TENCENT MUSIC ENTERTAINM-ADR
$22.4M
0.1%
3,518,249 +321,842 +10.1% Added
EL ESTEE LAUDER COMPANIES-CL A
$19.6M
0.1%
135,734 +8,494 +6.7% Added
GSHD GOOSEHEAD INSURANCE INC -A
$16.5M
0.0%
221,873 −8,229 −3.6% Reduced
LVS LAS VEGAS SANDS CORP
$14.6M
0.0%
318,881 −15,012 −4.5% Reduced
EPAM EPAM SYSTEMS INC
$14.3M
0.0%
55,925 −2,560 −4.4% Reduced
HLI HOULIHAN LOKEY INC
$13.8M
0.0%
128,967 −1,925 −1.5% Reduced
ATHM AUTOHOME INC-ADR
$13.7M
0.0%
452,923 −20,084 −4.2% Reduced
FIVE FIVE BELOW
$12.5M
0.0%
77,428 +4,390 +6.0% Added
ALITEUR ALIGHT INC - CLASS A
$12.0M
0.0%
1,694,077 +317,960 +23.1% Added
PGNY PROGYNY INC
$11.9M
0.0%
349,163 +71,682 +25.8% Added
YUMC YUM CHINA HOLDINGS INC
$11.7M
0.0%
210,827 −9,624 −4.4% Reduced
YETI YETI HOLDINGS INC
$11.4M
0.0%
236,217 +10,431 +4.6% Added
HLNE HAMILTON LANE INC-CLASS A
$10.4M
0.0%
114,795 −1,653 −1.4% Reduced
CCC CCC INTELLIGENT SOLUTIONS HO
$9.8M
0.0%
731,683 +85,370 +13.2% Added
FOXF FOX FACTORY HOLDING CORP
$9.0M
0.0%
90,372 −1,268 −1.4% Reduced
QLYS QUALYS INC
$9.0M
0.0%
58,692 −1,273 −2.1% Reduced
WING WINGSTOP INC
$8.8M
0.0%
49,140 −774 −1.6% Reduced
ALRM ALARM.COM HOLDINGS INC
$8.6M
0.0%
141,435 −2,097 −1.5% Reduced
RVLV REVOLVE GROUP INC
$6.6M
0.0%
483,103 +61,499 +14.6% Added
BMBL BUMBLE INC-A
$6.4M
0.0%
430,530 +72,552 +20.3% Added
BL BLACKLINE INC
$6.4M
0.0%
115,799 −1,860 −1.6% Reduced
APPF APPFOLIO INC - A
$6.3M
0.0%
34,652 −5,258 −13.2% Reduced
EEFT EURONET WORLDWIDE INC
$5.9M
0.0%
74,498 −1,710 −2.2% Reduced
CWAN CLEARWATER ANALYTICS HDS-A
$5.9M
0.0%
304,600 +304,600 New
FSV FIRSTSERVICE CORP
$5.8M
0.0%
40,159 −826 −2.0% Reduced
DAVA ENDAVA PLC- SPON ADR
$5.7M
0.0%
99,427 −1,603 −1.6% Reduced
DT DYNATRACE INC
$5.1M
0.0%
108,156 +6,451 +6.3% Added
ACWI ISHARES MSCI ACWI ETF
$5.0M
0.0%
54,287 +29,531 +119.3% Added
TSM TAIWAN SEMICONDUCTOR-SP ADR
$4.9M
0.0%
56,381 +56,381 New
WRBY WARBY PARKER INC-CLASS A
$4.9M
0.0%
369,840 +40,982 +12.5% Added
RH RH
$4.9M
0.0%
18,404 −239 −1.3% Reduced
TYL TYLER TECHNOLOGIES INC
$4.8M
0.0%
12,460 −100 −0.8% Reduced
XPEL XPEL INC
$4.8M
0.0%
61,710 +61,710 New
DOCS DOXIMITY INC-CLASS A
$4.6M
0.0%
215,037 +22,377 +11.6% Added
PAYC PAYCOM SOFTWARE INC
$4.5M
0.0%
17,334 +1,352 +8.5% Added
SITM SITIME CORP
$3.9M
0.0%
34,492 −692 −2.0% Reduced
FND FLOOR & DECOR HOLDINGS INC-A
$3.8M
0.0%
42,517 −1,583 −3.6% Reduced
SITE SITEONE LANDSCAPE SUPPLY INC
$3.8M
0.0%
23,461 −537 −2.2% Reduced
MORN MORNINGSTAR INC
$3.3M
0.0%
14,061 +8,439 +150.1% Added
AMN AMN HEALTHCARE SERVICES INC
$2.8M
0.0%
32,620 −822 −2.5% Reduced
TTD TRADE DESK INC -CLASS A
$2.8M
0.0%
35,478 +353 +1.0% Added
EXLS EXLSERVICE HOLDINGS INC
$2.7M
0.0%
97,083 +97,083 New
HELE HELEN OF TROY LTD
$2.6M
0.0%
22,075 −389 −1.7% Reduced
VUG VANGUARD MRNGSTAR GR ETF-SUI
$1.9M
0.0%
6,937 +4,129 +147.0% Added
DOCU DOCUSIGN INC
$1.8M
0.0%
43,366 −8,430,648 −99.5% Reduced
TREX TREX COMPANY INC
$1.8M
0.0%
29,462 +292 +1.0% Added
EVTC EVERTEC INC
$1.6M
0.0%
44,100 Held
CCXUSD SKILLSOFT CORP
$1.6M
0.0%
1,768,064 Held
AZPN1USD ASPEN TECHNOLOGY INC
$1.5M
0.0%
7,529 +76 +1.0% Added
ETSY ETSY INC
$1.2M
0.0%
18,724 +3,048 +19.4% Added
KARO KAROOOOO LTD
$1.2M
0.0%
58,641 −63,036 −51.8% Reduced
MPWR MONOLITHIC POWER SYSTEMS INC
$1.1M
0.0%
2,489 +25 +1.0% Added
ACWX ISHARES MSCI ACWI EX US ETF
$1.1M
0.0%
23,094 +4,456 +23.9% Added
CRL CHARLES RIVER LABORATORIES
$981K
0.0%
5,005 +50 +1.0% Added
FICO FAIR ISAAC CORP
$756K
0.0%
871 +258 +42.1% Added
MKL MARKEL GROUP INC
$736K
0.0%
500 +57 +12.9% Added
TPLC TIMOTHY PLN US LRG/MID CAP
$552K
0.0%
16,025 +1,480 +10.2% Added
CATH GLOBAL X S&P 500 CA VAL ETF
$361K
0.0%
6,905 −39,916 −85.3% Reduced
TPIF TIMOTHY PLAN INTL ETF
$355K
0.0%
14,794 −913 −5.8% Reduced

Sold positions

8 closed in Q3 2023 · shares & value as of prior filing
Holding Shares sold Prior value
ALTR* ALTAIR ENGINEERING INC - A
67,792 $5.1M
OLOGBX OLO INC - CLASS A
694,005 $4.5M
DCGO DOCGO INC
455,961 $4.3M
FTCHQ FARFETCH LTD-CLASS A
486,386 $2.9M
LESLIES INC
262,203 $2.5M
CPRT COPART INC
21,011 $1.9M
IWM ISHARES RUSSELL 2000 ETF
1,388 $260K
LUXE LUXEXPERIENCE BV
51,576 $206K

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.