whalepapers
Overview/ Polen Capital Management LLC/ Q4 2020

Polen Capital Management LLC

CIK 0001034524 · As of Q4 2020 · filed Feb 11, 2021

Q4 2020

Holdings

72 positions · Δ vs prior quarter
MSFT MICROSOFT CORP
$3.37B
7.8%
15,158,274 +434,777 +3.0% Added
META META PLATFORMS INC-CLASS A
$3.37B
7.8%
12,320,489 +363,347 +3.0% Added
GOOG ALPHABET INC-CL C
$3.01B
7.0%
1,717,539 +31,566 +1.9% Added
ADBE ADOBE INC
$2.95B
6.9%
5,900,921 +176,015 +3.1% Added
ABT ABBOTT LABORATORIES
$2.24B
5.2%
20,492,206 +1,087,508 +5.6% Added
V VISA INC-CLASS A SHARES
$2.10B
4.9%
9,608,745 +285,843 +3.1% Added
MA MASTERCARD INC - A
$2.06B
4.8%
5,780,117 +185,803 +3.3% Added
ACN ACCENTURE PLC-CL A
$2.03B
4.7%
7,784,316 +183,233 +2.4% Added
ADSK AUTODESK INC
$1.95B
4.5%
6,402,047 +86,809 +1.4% Added
ZTS ZOETIS INC
$1.88B
4.4%
11,342,900 +318,254 +2.9% Added
PYPL PAYPAL HOLDINGS INC
$1.86B
4.3%
7,957,698 +113,614 +1.4% Added
NOW SERVICENOW INC
$1.79B
4.2%
3,254,730 +63,521 +2.0% Added
CRM SALESFORCE INC
$1.57B
3.6%
7,042,522 +285,441 +4.2% Added
SBUX STARBUCKS CORP
$1.48B
3.4%
13,802,906 +642,368 +4.9% Added
ALGN ALIGN TECHNOLOGY INC
$1.39B
3.2%
2,599,314 +1,503 +0.1% Added
DG DOLLAR GENERAL CORP
$1.22B
2.8%
5,796,091 +144,538 +2.6% Added
UNH UNITEDHEALTH GROUP INC
$1.22B
2.8%
3,473,709 +54,656 +1.6% Added
NKE NIKE INC -CL B
$1.03B
2.4%
7,298,700 +147,196 +2.1% Added
IT GARTNER INC
$1.01B
2.4%
6,319,907 +78,791 +1.3% Added
REGN REGENERON PHARMACEUTICALS
$967.6M
2.2%
2,002,804 +65,147 +3.4% Added
ILMN ILLUMINA INC
$861.5M
2.0%
2,328,278 +1,765,503 +313.7% Added
ISRG INTUITIVE SURGICAL INC
$825.9M
1.9%
1,009,582 +24,813 +2.5% Added
MSCI MSCI INC
$813.3M
1.9%
1,821,485 +17,466 +1.0% Added
GOOGL ALPHABET INC-CL A
$809.7M
1.9%
462,002 +9,581 +2.1% Added
BABA ALIBABA GROUP HOLDING-SP ADR
$282.9M
0.7%
1,215,380 +254,552 +26.5% Added
ICLR ICON PLC
$121.6M
0.3%
623,697 +79,206 +14.5% Added
NEW ORIENTAL ED & TECHNOLOGY
$97.9M
0.2%
526,979 +65,181 +14.1% Added
MDT MEDTRONIC PLC
$95.6M
0.2%
815,961 +107,360 +15.2% Added
SAP SAP SE-SPONSORED ADR
$85.5M
0.2%
655,840 +118,506 +22.1% Added
AON AON PLC-CLASS A
$79.7M
0.2%
377,305 +49,548 +15.1% Added
ADP AUTOMATIC DATA PROCESSING
$68.7M
0.2%
389,776 −25,416 −6.1% Reduced
CHKP CHECK POINT SOFTWARE TECH
$45.0M
0.1%
338,437 +43,430 +14.7% Added
EL ESTEE LAUDER COMPANIES-CL A
$43.3M
0.1%
162,612 −6,068 −3.6% Reduced
UNILEVER PLC
$40.9M
0.1%
677,517 +118,941 +21.3% Added
IWF ISHARES RUSSELL 1000 GROWTH
$15.3M
0.0%
63,295 +38,570 +156.0% Added
ETSY ETSY INC
$13.2M
0.0%
74,205 +4,938 +7.1% Added
GLOB GLOBANT SA
$13.2M
0.0%
60,525 +11,949 +24.6% Added
ALRM ALARM.COM HOLDINGS INC
$11.8M
0.0%
114,284 +21,655 +23.4% Added
APPF APPFOLIO INC - A
$11.4M
0.0%
63,271 +12,072 +23.6% Added
BL BLACKLINE INC
$11.2M
0.0%
83,910 +19,062 +29.4% Added
FOXF FOX FACTORY HOLDING CORP
$10.4M
0.0%
98,363 +19,056 +24.0% Added
WING WINGSTOP INC
$10.2M
0.0%
76,580 +25,616 +50.3% Added
GSHD GOOSEHEAD INSURANCE INC -A
$9.7M
0.0%
77,433 +14,899 +23.8% Added
EXPO EXPONENT INC
$9.6M
0.0%
106,191 +20,980 +24.6% Added
WDFC WD-40 CO
$9.5M
0.0%
35,635 +6,853 +23.8% Added
MEDP MEDPACE HOLDINGS INC
$9.4M
0.0%
67,656 +34,057 +101.4% Added
FND FLOOR & DECOR HOLDINGS INC-A
$8.9M
0.0%
95,497 +21,618 +29.3% Added
TREX TREX COMPANY INC
$8.7M
0.0%
104,405 +19,282 +22.7% Added
RVLV REVOLVE GROUP INC
$8.4M
0.0%
270,747 +61,328 +29.3% Added
EEFT EURONET WORLDWIDE INC
$7.4M
0.0%
51,179 +8,747 +20.6% Added
HELE HELEN OF TROY LTD
$7.3M
0.0%
32,989 +6,260 +23.4% Added
YETI YETI HOLDINGS INC
$7.2M
0.0%
105,483 +23,950 +29.4% Added
HLI HOULIHAN LOKEY INC
$7.0M
0.0%
104,335 +25,390 +32.2% Added
DAVA ENDAVA PLC- SPON ADR
$6.6M
0.0%
86,376 +86,376 New
QLYS QUALYS INC
$6.5M
0.0%
53,607 +12,129 +29.2% Added
SLP SIMULATIONS PLUS INC
$6.4M
0.0%
89,429 +89,429 New
PCTY PAYLOCITY HOLDING CORP
$5.9M
0.0%
28,529 +6,432 +29.1% Added
ENVUSD ENVESTNET INC
$5.6M
0.0%
67,983 +12,111 +21.7% Added
AMN AMN HEALTHCARE SERVICES INC
$5.4M
0.0%
78,615 +17,768 +29.2% Added
ALTR* ALTAIR ENGINEERING INC - A
$4.8M
0.0%
82,459 +18,650 +29.2% Added
TREE LENDINGTREE INC
$4.6M
0.0%
16,965 +2,933 +20.9% Added
MBUU MALIBU BOATS INC - A
$4.5M
0.0%
72,325 +16,965 +30.6% Added
ACWX ISHARES MSCI ACWI EX US ETF
$3.6M
0.0%
67,261 +67,261 New
DT DYNATRACE INC
$3.0M
0.0%
69,407 +69,407 New
GNRC GENERAC HOLDINGS INC
$2.7M
0.0%
11,756 +11,756 New
AZPNUSD ASPEN TECHNOLOGY INC
$2.2M
0.0%
16,819 +16,819 New
CPRT COPART INC
$2.1M
0.0%
16,458 +16,458 New
CDW CDW CORP/DE
$1.9M
0.0%
14,518 +14,518 New
HEI HEICO CORP
$1.7M
0.0%
13,117 +13,117 New
ACWI ISHARES MSCI ACWI ETF
$1.1M
0.0%
11,658 +11,658 New
ORCL ORACLE CORP
$774K
0.0%
11,968 −602,215 −98.1% Reduced
TME TENCENT MUSIC ENTERTAINM-ADR
$343K
0.0%
17,834 +17,834 New

Sold positions

4 closed in Q4 2020 · shares & value as of prior filing
Holding Shares sold Prior value
RELX RELX PLC - SPON ADR
750,119 $16.8M
POOL POOL CORP
14,250 $4.8M
MASI* MASIMO CORP
18,414 $4.3M
BLKB BLACKBAUD INC
52,431 $2.9M

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.