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Overview/ Polen Capital Management LLC/ Q4 2022

Polen Capital Management LLC

CIK 0001034524 · As of Q4 2022 · filed Feb 13, 2023

Q4 2022

Holdings

93 positions · Δ vs prior quarter
AMZN AMAZON.COM INC
$2.95B
8.6%
35,148,401 −2,089,456 −5.6% Reduced
GOOG ALPHABET INC-CL C
$2.34B
6.8%
26,360,711 −2,110,648 −7.4% Reduced
MSFT MICROSOFT CORP
$2.28B
6.6%
9,494,199 −106,305 −1.1% Reduced
ADBE ADOBE INC
$2.11B
6.2%
6,270,216 −660,748 −9.5% Reduced
NFLX NETFLIX INC
$2.04B
6.0%
6,930,451 −401,980 −5.5% Reduced
MA MASTERCARD INC - A
$1.84B
5.4%
5,289,548 −861,968 −14.0% Reduced
V VISA INC-CLASS A SHARES
$1.80B
5.2%
8,654,720 −1,510,448 −14.9% Reduced
NOW SERVICENOW INC
$1.73B
5.0%
4,452,974 +499,675 +12.6% Added
ABT ABBOTT LABORATORIES
$1.60B
4.7%
14,618,742 −1,070,770 −6.8% Reduced
ADSK AUTODESK INC
$1.48B
4.3%
7,907,485 −517,423 −6.1% Reduced
ACN ACCENTURE PLC-CL A
$1.46B
4.2%
5,457,887 −341,372 −5.9% Reduced
UNH UNITEDHEALTH GROUP INC
$1.45B
4.2%
2,725,675 −123,918 −4.3% Reduced
CRM SALESFORCE INC
$1.39B
4.1%
10,480,436 −577,251 −5.2% Reduced
TMO THERMO FISHER SCIENTIFIC INC
$1.21B
3.5%
2,193,711 +2,193,711 New
ILMN ILLUMINA INC
$1.02B
3.0%
5,048,402 +527,005 +11.7% Added
ABNB AIRBNB INC-CLASS A
$1.01B
3.0%
11,828,267 −857,111 −6.8% Reduced
IT GARTNER INC
$922.1M
2.7%
2,743,099 −141,117 −4.9% Reduced
PYPL PAYPAL HOLDINGS INC
$872.1M
2.5%
12,244,474 −497,581 −3.9% Reduced
ZTS ZOETIS INC
$821.0M
2.4%
5,602,029 −361,819 −6.1% Reduced
NKE NIKE INC -CL B
$763.4M
2.2%
6,524,307 −1,580,796 −19.5% Reduced
IWF ISHARES RUSSELL 1000 GROWTH
$543.6M
1.6%
2,537,512 +1,947,087 +329.8% Added
DOCU DOCUSIGN INC
$455.0M
1.3%
8,209,972 −437,088 −5.1% Reduced
ALGN ALIGN TECHNOLOGY INC
$353.1M
1.0%
1,674,073 −313,965 −15.8% Reduced
GOOGL ALPHABET INC-CL A
$311.3M
0.9%
3,528,451 −61,712 −1.7% Reduced
AON AON PLC-CLASS A
$299.7M
0.9%
998,370 −66,219 −6.2% Reduced
ICLR ICON PLC
$297.6M
0.9%
1,531,939 −131,085 −7.9% Reduced
SAP SAP SE-SPONSORED ADR
$137.9M
0.4%
1,336,698 −102,059 −7.1% Reduced
ADP AUTOMATIC DATA PROCESSING
$127.8M
0.4%
535,082 −12,614 −2.3% Reduced
MDT MEDTRONIC PLC
$63.3M
0.2%
813,991 −97,484 −10.7% Reduced
FET 9 08/04/25 PRN FORUM ENERGY TECHNOLOGIE
$53.5M
0.2%
946,123 −549 −0.1% Reduced
UNILEVER PLC
$42.2M
0.1%
838,581 +313,636 +59.7% Added
ACWI ISHARES MSCI ACWI ETF
$37.6M
0.1%
442,679 +111,539 +33.7% Added
ASML ASML HOLDING NV-NY REG SHS
$37.6M
0.1%
68,745 −7,885 −10.3% Reduced
GLOB GLOBANT SA
$35.8M
0.1%
212,638 −29,495 −12.2% Reduced
MELI MERCADOLIBRE INC
$32.7M
0.1%
38,663 −3,377 −8.0% Reduced
EL ESTEE LAUDER COMPANIES-CL A
$30.8M
0.1%
124,162 +124,162 New
SHOP SHOPIFY INC - CLASS A
$29.6M
0.1%
852,098 +327,824 +62.5% Added
HDB HDFC BANK LTD-ADR
$21.5M
0.1%
314,866 +314,866 New
ACWX ISHARES MSCI ACWI EX US ETF
$19.4M
0.1%
426,424 +319,729 +299.7% Added
FIVE FIVE BELOW
$16.0M
0.0%
90,653 −20,054 −18.1% Reduced
HLI HOULIHAN LOKEY INC
$12.3M
0.0%
141,263 −18,833 −11.8% Reduced
IUSG ISHARES CORE S&P U.S. GROWTH
$11.1M
0.0%
135,869 +135,869 New
CATH GLOBAL X S&P 500 CA VAL ETF
$11.0M
0.0%
237,214 +114,872 +93.9% Added
QLYS QUALYS INC
$10.6M
0.0%
94,246 −16,756 −15.1% Reduced
GSHD GOOSEHEAD INSURANCE INC -A
$10.1M
0.0%
292,967 −20,400 −6.5% Reduced
WING WINGSTOP INC
$9.8M
0.0%
71,383 −19,899 −21.8% Reduced
RVLV REVOLVE GROUP INC
$9.6M
0.0%
433,236 −65,385 −13.1% Reduced
FOXF FOX FACTORY HOLDING CORP
$9.3M
0.0%
102,037 −78,299 −43.4% Reduced
PGNY PROGYNY INC
$9.2M
0.0%
294,075 −43,566 −12.9% Reduced
YETI YETI HOLDINGS INC
$8.7M
0.0%
210,867 −70,675 −25.1% Reduced
DAVA ENDAVA PLC- SPON ADR
$8.4M
0.0%
109,978 −14,619 −11.7% Reduced
BL BLACKLINE INC
$8.3M
0.0%
123,090 −23,132 −15.8% Reduced
HLNE HAMILTON LANE INC-CLASS A
$8.0M
0.0%
125,693 −15,590 −11.0% Reduced
EEFT EURONET WORLDWIDE INC
$7.7M
0.0%
81,916 −1,095 −1.3% Reduced
ALRM ALARM.COM HOLDINGS INC
$7.5M
0.0%
151,177 −23,272 −13.3% Reduced
DOCS DOXIMITY INC-CLASS A
$6.9M
0.0%
206,979 −4,874 −2.3% Reduced
BMBL BUMBLE INC-A
$6.5M
0.0%
310,453 −8,998 −2.8% Reduced
APPF APPFOLIO INC - A
$6.2M
0.0%
59,086 −10,270 −14.8% Reduced
DUCK CREEK TECHNOLOGIES INC
$6.2M
0.0%
516,392 −75,331 −12.7% Reduced
AZTA AZENTA INC
$5.9M
0.0%
100,954 −18,239 −15.3% Reduced
DT DYNATRACE INC
$5.5M
0.0%
143,102 −10,150 −6.6% Reduced
ALTR* ALTAIR ENGINEERING INC - A
$5.2M
0.0%
114,665 −21,473 −15.8% Reduced
PAYC PAYCOM SOFTWARE INC
$5.1M
0.0%
16,390 −2,173 −11.7% Reduced
WRBY WARBY PARKER INC-CLASS A
$4.7M
0.0%
349,626 −50,178 −12.6% Reduced
OLOGBX OLO INC - CLASS A
$4.6M
0.0%
731,579 −111,200 −13.2% Reduced
OLAPLEX HLDGS INC
$4.3M
0.0%
829,126 +829,126 New
SITE SITEONE LANDSCAPE SUPPLY INC
$3.8M
0.0%
32,151 −5,277 −14.1% Reduced
AMN AMN HEALTHCARE SERVICES INC
$3.7M
0.0%
35,647 −34,618 −49.3% Reduced
FND FLOOR & DECOR HOLDINGS INC-A
$3.3M
0.0%
46,917 −2,614 −5.3% Reduced
RH RH
$3.3M
0.0%
12,224 +7,164 +141.6% Added
IWM ISHARES RUSSELL 2000 ETF
$2.8M
0.0%
15,902 +2,577 +19.3% Added
HELE HELEN OF TROY LTD
$2.6M
0.0%
23,378 −4,438 −16.0% Reduced
FTCHQ FARFETCH LTD-CLASS A
$2.5M
0.0%
519,959 −65,206 −11.1% Reduced
CPRT COPART INC
$2.3M
0.0%
37,814 +19,563 +107.2% Added
CCXUSD SKILLSOFT CORP
$2.3M
0.0%
1,768,064 Held
SITM SITIME CORP
$2.2M
0.0%
22,008 +22,008 New
TYL TYLER TECHNOLOGIES INC
$2.2M
0.0%
6,708 +1,550 +30.1% Added
ETSY ETSY INC
$2.2M
0.0%
17,990 +618 +3.6% Added
FSV FIRSTSERVICE CORP
$1.9M
0.0%
15,120 +15,120 New
CCC CCC INTELLIGENT SOLUTIONS HO
$1.8M
0.0%
208,827 +208,827 New
TTD TRADE DESK INC -CLASS A
$1.8M
0.0%
40,329 +1,390 +3.6% Added
AZPN1USD ASPEN TECHNOLOGY INC
$1.8M
0.0%
8,549 +279 +3.4% Added
FICO FAIR ISAAC CORP
$1.5M
0.0%
2,559 −4,952 −65.9% Reduced
TREX TREX COMPANY INC
$1.4M
0.0%
33,488 +1,146 +3.5% Added
CRL CHARLES RIVER LABORATORIES
$1.2M
0.0%
5,688 +1,038 +22.3% Added
TME TENCENT MUSIC ENTERTAINM-ADR
$1.2M
0.0%
139,810 −76,139 −35.3% Reduced
KARO KAROOOOO LTD
$1.1M
0.0%
46,253 +2,800 +6.4% Added
TPLC TIMOTHY PLN US LRG/MID CAP
$707K
0.0%
21,107 −645 −3.0% Reduced
LUXE LUXEXPERIENCE BV
$671K
0.0%
75,327 −7,590 −9.2% Reduced
DLO DLOCAL LTD
$649K
0.0%
41,660 +41,660 New
META META PLATFORMS INC-CLASS A
$585K
0.0%
4,860 −13,260,494 −100.0% Reduced
LVS LAS VEGAS SANDS CORP
$435K
0.0%
9,050 +9,050 New
SBUX STARBUCKS CORP
$298K
0.0%
3,009 −949,230 −99.7% Reduced

Sold positions

2 closed in Q4 2022 · shares & value as of prior filing
Holding Shares sold Prior value
ISRG INTUITIVE SURGICAL INC
3,897 $730K
JMST JPM ULTRA-SHORT MUNI INCOME
5,875 $296K

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.