Polen Capital Management LLC
CIK 0001034524 · As of Q4 2021 · filed Feb 11, 2022
| AMZN AMAZON.COM INC | 8.3% | Added +27.8% | 1,473,347 | $4.91B |
| GOOG ALPHABET INC-CL C | 7.8% | Added +2.5% | 1,595,228 | $4.62B |
| META META PLATFORMS INC-CLASS A | 5.9% | Reduced −21.1% | 10,442,770 | $3.51B |
| MSFT MICROSOFT CORP | 5.7% | Added +1.2% | 10,163,241 | $3.42B |
| ABT ABBOTT LABORATORIES | 5.3% | Added +2.4% | 22,551,358 | $3.17B |
| ADBE ADOBE INC | 5.2% | Reduced −4.6% | 5,439,885 | $3.08B |
| MA MASTERCARD INC - A | 4.8% | Added +5.0% | 8,021,640 | $2.88B |
| ACN ACCENTURE PLC-CL A | 4.7% | Added +0.2% | 6,736,383 | $2.79B |
| CRM SALESFORCE INC | 4.3% | Added +3.2% | 10,088,504 | $2.56B |
| V VISA INC-CLASS A SHARES | 4.2% | Added +5.3% | 11,493,290 | $2.49B |
| ZTS ZOETIS INC | 4.0% | Added +2.5% | 9,819,787 | $2.40B |
| ADSK AUTODESK INC | 3.4% | Added +5.6% | 7,284,891 | $2.05B |
| NOW SERVICENOW INC | 3.4% | Added +2.8% | 3,152,215 | $2.05B |
| UNH UNITEDHEALTH GROUP INC | 3.3% | Added +1.9% | 3,877,447 | $1.95B |
| GOOGL ALPHABET INC-CL A | 2.9% | Added +3.1% | 592,834 | $1.72B |
| ABNB AIRBNB INC-CLASS A | 2.8% | Added +4.1% | 9,923,783 | $1.65B |
| NFLX NETFLIX INC | 2.7% | Added +3.1% | 2,694,913 | $1.62B |
| SBUX STARBUCKS CORP | 2.6% | Added +1.4% | 13,179,043 | $1.54B |
| IT GARTNER INC | 2.6% | Added +1.9% | 4,595,720 | $1.54B |
| PYPL PAYPAL HOLDINGS INC | 2.4% | Added +8.6% | 7,472,721 | $1.41B |
| NKE NIKE INC -CL B | 2.3% | Added +2.4% | 8,213,772 | $1.37B |
| ISRG INTUITIVE SURGICAL INC | 2.1% | Added +210.0% | 3,406,918 | $1.22B |
| ALGN ALIGN TECHNOLOGY INC | 2.0% | Added +7.3% | 1,777,198 | $1.17B |
| ILMN ILLUMINA INC | 1.7% | Added +5.0% | 2,662,702 | $1.01B |
| MSCI MSCI INC | 1.5% | Added +2.4% | 1,416,033 | $867.6M |
| DOCU DOCUSIGN INC | 1.0% | New | 3,738,508 | $569.4M |
| ICLR ICON PLC | 0.8% | Reduced −4.4% | 1,586,759 | $491.4M |
| AON AON PLC-CLASS A | 0.5% | Added +2.0% | 1,042,408 | $313.3M |
| SAP SAP SE-SPONSORED ADR | 0.2% | Added +2.2% | 809,865 | $113.5M |
| MDT MEDTRONIC PLC | 0.2% | Reduced −0.7% | 1,006,439 | $104.1M |
| IWF ISHARES RUSSELL 1000 GROWTH | 0.1% | Added +264.2% | 239,423 | $73.2M |
| ADP AUTOMATIC DATA PROCESSING | 0.1% | Reduced −2.3% | 272,171 | $67.1M |
| ASML ASML HOLDING NV-NY REG SHS | 0.1% | Added +2.5% | 80,770 | $64.3M |
| MELI MERCADOLIBRE INC | 0.1% | Added +162.2% | 45,222 | $61.0M |
| GLOB GLOBANT SA | 0.1% | Added +112.1% | 177,024 | $55.6M |
| ACWX ISHARES MSCI ACWI EX US ETF | 0.1% | Added +4408.5% | 577,855 | $32.1M |
| FOXF FOX FACTORY HOLDING CORP | 0.0% | Added +25.2% | 172,966 | $29.4M |
| UNILEVER PLC | 0.0% | Reduced −2.5% | 521,260 | $28.0M |
| TRUP TRUPANION INC | 0.0% | Added +25.3% | 207,364 | $27.4M |
| WING WINGSTOP INC | 0.0% | Added +25.2% | 156,459 | $27.0M |
| SHOP SHOPIFY INC - CLASS A | 0.0% | Added +0.2% | 19,001 | $26.2M |
| DAVA ENDAVA PLC- SPON ADR | 0.0% | Added +1.6% | 155,570 | $26.1M |
| MEDP MEDPACE HOLDINGS INC | 0.0% | Added +25.1% | 118,225 | $25.7M |
| GSHD GOOSEHEAD INSURANCE INC -A | 0.0% | Added +15.2% | 183,163 | $23.8M |
| EXPO EXPONENT INC | 0.0% | Added +25.8% | 188,320 | $22.0M |
| RVLV REVOLVE GROUP INC | 0.0% | Added +28.4% | 384,363 | $21.5M |
| PGNY PROGYNY INC | 0.0% | Added +25.3% | 385,879 | $19.4M |
| YETI YETI HOLDINGS INC | 0.0% | Added +49.7% | 228,774 | $18.9M |
| HLI HOULIHAN LOKEY INC | 0.0% | Added +25.3% | 182,141 | $18.9M |
| AMN AMN HEALTHCARE SERVICES INC | 0.0% | Added +28.6% | 146,291 | $17.9M |
| ALRM ALARM.COM HOLDINGS INC | 0.0% | Added +25.0% | 199,775 | $16.9M |
| BL BLACKLINE INC | 0.0% | Added +31.0% | 159,576 | $16.5M |
| DUCK CREEK TECHNOLOGIES INC | 0.0% | Added +67.4% | 543,916 | $16.4M |
| APPF APPFOLIO INC - A | 0.0% | Added +26.2% | 126,611 | $15.3M |
| WRBY WARBY PARKER INC-CLASS A | 0.0% | New | 323,557 | $15.1M |
| OLOGBX OLO INC - CLASS A | 0.0% | Added +42.8% | 704,500 | $14.7M |
| HELE HELEN OF TROY LTD | 0.0% | Added +24.5% | 57,592 | $14.1M |
| QLYS QUALYS INC | 0.0% | Added +28.6% | 99,669 | $13.7M |
| ALTR* ALTAIR ENGINEERING INC - A | 0.0% | Added +28.6% | 153,381 | $11.9M |
| CMRC COMMERCE.COM INC | 0.0% | New | 303,717 | $10.7M |
| PCTY PAYLOCITY HOLDING CORP | 0.0% | Added +16.1% | 41,861 | $9.9M |
| MBUU MALIBU BOATS INC - A | 0.0% | Added +30.3% | 136,241 | $9.4M |
| ACWI ISHARES MSCI ACWI ETF | 0.0% | Added +2052.0% | 81,927 | $8.7M |
| CATH GLOBAL X S&P 500 CA VAL ETF | 0.0% | Added +44.7% | 144,531 | $8.5M |
| ETSY ETSY INC | 0.0% | Reduced −58.7% | 26,807 | $5.9M |
| RH RH | 0.0% | Added +41.1% | 10,292 | $5.5M |
| TYL TYLER TECHNOLOGIES INC | 0.0% | Added +21.9% | 9,297 | $5.0M |
| PAYC PAYCOM SOFTWARE INC | 0.0% | Added +25.8% | 11,880 | $4.9M |
| DT DYNATRACE INC | 0.0% | Reduced −5.9% | 80,853 | $4.9M |
| TREX TREX COMPANY INC | 0.0% | Added +10.6% | 35,581 | $4.8M |
| CDW CDW CORP/DE | 0.0% | Added +10.6% | 19,742 | $4.0M |
| CPRT COPART INC | 0.0% | Added +10.6% | 22,409 | $3.4M |
| FICO FAIR ISAAC CORP | 0.0% | Added +25.3% | 7,739 | $3.4M |
| AZPNUSD ASPEN TECHNOLOGY INC | 0.0% | Reduced −20.7% | 21,682 | $3.3M |
| TTD TRADE DESK INC -CLASS A | 0.0% | Reduced −31.9% | 35,071 | $3.2M |
| FTCHQ FARFETCH LTD-CLASS A | 0.0% | Added +48.0% | 91,689 | $3.1M |
| EPAM EPAM SYSTEMS INC | 0.0% | Reduced −27.6% | 3,378 | $2.3M |
| NBIS NEBIUS GROUP NV | 0.0% | Added +10.8% | 35,513 | $2.1M |
| KARO KAROOOOO LTD | 0.0% | Added +6.7% | 41,184 | $1.7M |
| TPLC TIMOTHY PLN US LRG/MID CAP | 0.0% | Added +167.0% | 34,353 | $1.3M |
| REGN REGENERON PHARMACEUTICALS | 0.0% | Reduced −10.1% | 1,938 | $1.2M |
| LUXE LUXEXPERIENCE BV | 0.0% | New | 55,300 | $1.2M |
| DG DOLLAR GENERAL CORP | 0.0% | Reduced −20.9% | 4,138 | $976K |
| TME TENCENT MUSIC ENTERTAINM-ADR | 0.0% | Added +68.7% | 118,139 | $809K |
| ORLY O'REILLY AUTOMOTIVE INC | 0.0% | Held | 1,035 | $731K |
| FND FLOOR & DECOR HOLDINGS INC-A | 0.0% | New | 4,689 | $610K |
| ORCL ORACLE CORP | 0.0% | Held | 4,216 | $368K |
| TPIF TIMOTHY PLAN INTL ETF | 0.0% | Added +2.0% | 12,139 | $353K |
| ATHM AUTOHOME INC-ADR | 0.0% | Held | 10,995 | $324K |
| BKNG BOOKING HOLDINGS INC | 0.0% | Held | 134 | $321K |
| BABA ALIBABA GROUP HOLDING-SP ADR | 0.0% | Reduced −99.5% | 2,244 | $267K |
| TAL TAL EDUCATION GROUP- ADR | 0.0% | Held | 17,340 | $68K |
Sold positions
| 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.