whalepapers
Overview/ Polen Capital Management LLC/ Q4 2021

Polen Capital Management LLC

CIK 0001034524 · As of Q4 2021 · filed Feb 11, 2022

Q4 2021

Holdings

92 positions · Δ vs prior quarter
AMZN AMAZON.COM INC
$4.91B
8.3%
1,473,347 +320,440 +27.8% Added
GOOG ALPHABET INC-CL C
$4.62B
7.8%
1,595,228 +39,003 +2.5% Added
META META PLATFORMS INC-CLASS A
$3.51B
5.9%
10,442,770 −2,791,548 −21.1% Reduced
MSFT MICROSOFT CORP
$3.42B
5.7%
10,163,241 +122,871 +1.2% Added
ABT ABBOTT LABORATORIES
$3.17B
5.3%
22,551,358 +538,662 +2.4% Added
ADBE ADOBE INC
$3.08B
5.2%
5,439,885 −264,511 −4.6% Reduced
MA MASTERCARD INC - A
$2.88B
4.8%
8,021,640 +379,273 +5.0% Added
ACN ACCENTURE PLC-CL A
$2.79B
4.7%
6,736,383 +12,839 +0.2% Added
CRM SALESFORCE INC
$2.56B
4.3%
10,088,504 +310,910 +3.2% Added
V VISA INC-CLASS A SHARES
$2.49B
4.2%
11,493,290 +583,184 +5.3% Added
ZTS ZOETIS INC
$2.40B
4.0%
9,819,787 +237,161 +2.5% Added
ADSK AUTODESK INC
$2.05B
3.4%
7,284,891 +387,529 +5.6% Added
NOW SERVICENOW INC
$2.05B
3.4%
3,152,215 +84,962 +2.8% Added
UNH UNITEDHEALTH GROUP INC
$1.95B
3.3%
3,877,447 +70,473 +1.9% Added
GOOGL ALPHABET INC-CL A
$1.72B
2.9%
592,834 +17,569 +3.1% Added
ABNB AIRBNB INC-CLASS A
$1.65B
2.8%
9,923,783 +389,546 +4.1% Added
NFLX NETFLIX INC
$1.62B
2.7%
2,694,913 +79,772 +3.1% Added
SBUX STARBUCKS CORP
$1.54B
2.6%
13,179,043 +178,673 +1.4% Added
IT GARTNER INC
$1.54B
2.6%
4,595,720 +86,540 +1.9% Added
PYPL PAYPAL HOLDINGS INC
$1.41B
2.4%
7,472,721 +594,061 +8.6% Added
NKE NIKE INC -CL B
$1.37B
2.3%
8,213,772 +189,144 +2.4% Added
ISRG INTUITIVE SURGICAL INC
$1.22B
2.1%
3,406,918 +2,307,999 +210.0% Added
ALGN ALIGN TECHNOLOGY INC
$1.17B
2.0%
1,777,198 +120,793 +7.3% Added
ILMN ILLUMINA INC
$1.01B
1.7%
2,662,702 +126,623 +5.0% Added
MSCI MSCI INC
$867.6M
1.5%
1,416,033 +32,539 +2.4% Added
DOCU DOCUSIGN INC
$569.4M
1.0%
3,738,508 +3,738,508 New
ICLR ICON PLC
$491.4M
0.8%
1,586,759 −73,091 −4.4% Reduced
AON AON PLC-CLASS A
$313.3M
0.5%
1,042,408 +20,164 +2.0% Added
SAP SAP SE-SPONSORED ADR
$113.5M
0.2%
809,865 +17,594 +2.2% Added
MDT MEDTRONIC PLC
$104.1M
0.2%
1,006,439 −6,747 −0.7% Reduced
IWF ISHARES RUSSELL 1000 GROWTH
$73.2M
0.1%
239,423 +173,680 +264.2% Added
ADP AUTOMATIC DATA PROCESSING
$67.1M
0.1%
272,171 −6,291 −2.3% Reduced
ASML ASML HOLDING NV-NY REG SHS
$64.3M
0.1%
80,770 +2,008 +2.5% Added
MELI MERCADOLIBRE INC
$61.0M
0.1%
45,222 +27,978 +162.2% Added
GLOB GLOBANT SA
$55.6M
0.1%
177,024 +93,552 +112.1% Added
ACWX ISHARES MSCI ACWI EX US ETF
$32.1M
0.1%
577,855 +565,038 +4408.5% Added
FOXF FOX FACTORY HOLDING CORP
$29.4M
0.0%
172,966 +34,857 +25.2% Added
UNILEVER PLC
$28.0M
0.0%
521,260 −13,444 −2.5% Reduced
TRUP TRUPANION INC
$27.4M
0.0%
207,364 +41,816 +25.3% Added
WING WINGSTOP INC
$27.0M
0.0%
156,459 +31,444 +25.2% Added
SHOP SHOPIFY INC - CLASS A
$26.2M
0.0%
19,001 +40 +0.2% Added
DAVA ENDAVA PLC- SPON ADR
$26.1M
0.0%
155,570 +2,495 +1.6% Added
MEDP MEDPACE HOLDINGS INC
$25.7M
0.0%
118,225 +23,703 +25.1% Added
GSHD GOOSEHEAD INSURANCE INC -A
$23.8M
0.0%
183,163 +24,169 +15.2% Added
EXPO EXPONENT INC
$22.0M
0.0%
188,320 +38,669 +25.8% Added
RVLV REVOLVE GROUP INC
$21.5M
0.0%
384,363 +84,956 +28.4% Added
PGNY PROGYNY INC
$19.4M
0.0%
385,879 +77,968 +25.3% Added
YETI YETI HOLDINGS INC
$18.9M
0.0%
228,774 +75,916 +49.7% Added
HLI HOULIHAN LOKEY INC
$18.9M
0.0%
182,141 +36,745 +25.3% Added
AMN AMN HEALTHCARE SERVICES INC
$17.9M
0.0%
146,291 +32,561 +28.6% Added
ALRM ALARM.COM HOLDINGS INC
$16.9M
0.0%
199,775 +39,964 +25.0% Added
BL BLACKLINE INC
$16.5M
0.0%
159,576 +37,726 +31.0% Added
DUCK CREEK TECHNOLOGIES INC
$16.4M
0.0%
543,916 +218,960 +67.4% Added
APPF APPFOLIO INC - A
$15.3M
0.0%
126,611 +26,269 +26.2% Added
WRBY WARBY PARKER INC-CLASS A
$15.1M
0.0%
323,557 +323,557 New
OLOGBX OLO INC - CLASS A
$14.7M
0.0%
704,500 +211,001 +42.8% Added
HELE HELEN OF TROY LTD
$14.1M
0.0%
57,592 +11,347 +24.5% Added
QLYS QUALYS INC
$13.7M
0.0%
99,669 +22,186 +28.6% Added
ALTR* ALTAIR ENGINEERING INC - A
$11.9M
0.0%
153,381 +34,154 +28.6% Added
CMRC COMMERCE.COM INC
$10.7M
0.0%
303,717 +303,717 New
PCTY PAYLOCITY HOLDING CORP
$9.9M
0.0%
41,861 +5,820 +16.1% Added
MBUU MALIBU BOATS INC - A
$9.4M
0.0%
136,241 +31,719 +30.3% Added
ACWI ISHARES MSCI ACWI ETF
$8.7M
0.0%
81,927 +78,120 +2052.0% Added
CATH GLOBAL X S&P 500 CA VAL ETF
$8.5M
0.0%
144,531 +44,652 +44.7% Added
ETSY ETSY INC
$5.9M
0.0%
26,807 −38,080 −58.7% Reduced
RH RH
$5.5M
0.0%
10,292 +2,996 +41.1% Added
TYL TYLER TECHNOLOGIES INC
$5.0M
0.0%
9,297 +1,668 +21.9% Added
PAYC PAYCOM SOFTWARE INC
$4.9M
0.0%
11,880 +2,434 +25.8% Added
DT DYNATRACE INC
$4.9M
0.0%
80,853 −5,048 −5.9% Reduced
TREX TREX COMPANY INC
$4.8M
0.0%
35,581 +3,405 +10.6% Added
CDW CDW CORP/DE
$4.0M
0.0%
19,742 +1,890 +10.6% Added
CPRT COPART INC
$3.4M
0.0%
22,409 +2,144 +10.6% Added
FICO FAIR ISAAC CORP
$3.4M
0.0%
7,739 +1,563 +25.3% Added
AZPNUSD ASPEN TECHNOLOGY INC
$3.3M
0.0%
21,682 −5,646 −20.7% Reduced
TTD TRADE DESK INC -CLASS A
$3.2M
0.0%
35,071 −16,444 −31.9% Reduced
FTCHQ FARFETCH LTD-CLASS A
$3.1M
0.0%
91,689 +29,719 +48.0% Added
EPAM EPAM SYSTEMS INC
$2.3M
0.0%
3,378 −1,286 −27.6% Reduced
NBIS NEBIUS GROUP NV
$2.1M
0.0%
35,513 +3,450 +10.8% Added
KARO KAROOOOO LTD
$1.7M
0.0%
41,184 +2,600 +6.7% Added
TPLC TIMOTHY PLN US LRG/MID CAP
$1.3M
0.0%
34,353 +21,488 +167.0% Added
REGN REGENERON PHARMACEUTICALS
$1.2M
0.0%
1,938 −217 −10.1% Reduced
LUXE LUXEXPERIENCE BV
$1.2M
0.0%
55,300 +55,300 New
DG DOLLAR GENERAL CORP
$976K
0.0%
4,138 −1,096 −20.9% Reduced
TME TENCENT MUSIC ENTERTAINM-ADR
$809K
0.0%
118,139 +48,090 +68.7% Added
ORLY O'REILLY AUTOMOTIVE INC
$731K
0.0%
1,035 Held
FND FLOOR & DECOR HOLDINGS INC-A
$610K
0.0%
4,689 +4,689 New
ORCL ORACLE CORP
$368K
0.0%
4,216 Held
TPIF TIMOTHY PLAN INTL ETF
$353K
0.0%
12,139 +242 +2.0% Added
ATHM AUTOHOME INC-ADR
$324K
0.0%
10,995 Held
BKNG BOOKING HOLDINGS INC
$321K
0.0%
134 Held
BABA ALIBABA GROUP HOLDING-SP ADR
$267K
0.0%
2,244 −478,707 −99.5% Reduced
TAL TAL EDUCATION GROUP- ADR
$68K
0.0%
17,340 Held

Sold positions

4 closed in Q4 2021 · shares & value as of prior filing
Holding Shares sold Prior value
SLP SIMULATIONS PLUS INC
178,076 $7.0M
GNRC GENERAC HOLDINGS INC
6,436 $2.6M
HEI HEICO CORP
16,074 $2.1M
EL ESTEE LAUDER COMPANIES-CL A
2,707 $812K

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.