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Overview/ Polen Capital Management LLC/ Q4 2023

Polen Capital Management LLC

CIK 0001034524 · As of Q4 2023 · filed May 10, 2024

Q4 2023

Holdings

107 positions · Δ vs prior quarter
AMZN AMAZON.COM INC
$5.51B
13.3%
36,275,937 −1,122,214 −3.0% Reduced
MSFT MICROSOFT CORP
$3.74B
9.0%
9,956,252 +2,804,875 +39.2% Added
NOW SERVICENOW INC
$2.68B
6.5%
3,796,364 −198,170 −5.0% Reduced
GOOG ALPHABET INC-CL C
$2.65B
6.4%
18,794,822 −697,466 −3.6% Reduced
ADBE ADOBE INC
$2.48B
6.0%
4,155,287 −168,766 −3.9% Reduced
NFLX NETFLIX INC
$1.99B
4.8%
4,081,206 −2,356,049 −36.6% Reduced
MA MASTERCARD INC - A
$1.98B
4.8%
4,646,772 −151,254 −3.2% Reduced
CRM SALESFORCE INC
$1.91B
4.6%
7,275,372 −385,014 −5.0% Reduced
V VISA INC-CLASS A SHARES
$1.90B
4.6%
7,291,781 −277,387 −3.7% Reduced
ACN ACCENTURE PLC-CL A
$1.68B
4.1%
4,800,967 −188,989 −3.8% Reduced
ABT ABBOTT LABORATORIES
$1.48B
3.6%
13,488,308 +7,572 +0.1% Added
ABNB AIRBNB INC-CLASS A
$1.44B
3.5%
10,561,868 −509,196 −4.6% Reduced
UNH UNITEDHEALTH GROUP INC
$1.28B
3.1%
2,435,074 −103,060 −4.1% Reduced
PYPL PAYPAL HOLDINGS INC
$1.28B
3.1%
20,794,484 −891,181 −4.1% Reduced
ADSK AUTODESK INC
$1.25B
3.0%
5,122,109 −227,667 −4.3% Reduced
TMO THERMO FISHER SCIENTIFIC INC
$1.08B
2.6%
2,033,120 −117,908 −5.5% Reduced
WDAY WORKDAY INC-CLASS A
$1.04B
2.5%
3,768,793 −181,527 −4.6% Reduced
ZTS ZOETIS INC
$981.3M
2.4%
4,971,744 −192,137 −3.7% Reduced
NVO NOVO-NORDISK A/S-SPONS ADR
$823.3M
2.0%
7,958,444 +52,189 +0.7% Added
IT GARTNER INC
$815.0M
2.0%
1,806,738 −108,451 −5.7% Reduced
NKE NIKE INC -CL B
$641.0M
1.5%
5,904,020 −253,276 −4.1% Reduced
ALGN ALIGN TECHNOLOGY INC
$347.5M
0.8%
1,268,118 −276,053 −17.9% Reduced
GOOGL ALPHABET INC-CL A
$298.8M
0.7%
2,138,915 −32,351 −1.5% Reduced
AON AON PLC-CLASS A
$238.6M
0.6%
819,616 +4,326 +0.5% Added
SAP SAP SE-SPONSORED ADR
$192.1M
0.5%
1,242,694 −19,980 −1.6% Reduced
ADP AUTOMATIC DATA PROCESSING
$117.3M
0.3%
503,272 +2,758 +0.6% Added
GSHD GOOSEHEAD INSURANCE INC -A
$81.0M
0.2%
151,971 −69,902 −31.5% Reduced
ILMN ILLUMINA INC
$81.0M
0.2%
33,913 −5,092,701 −99.3% Reduced
ACWI ISHARES MSCI ACWI ETF
$81.0M
0.2%
101,590 +47,303 +87.1% Added
LLY ELI LILLY & CO
$81.0M
0.2%
594,801 −29,011 −4.7% Reduced
HELE HELEN OF TROY LTD
$81.0M
0.2%
20,112 −1,963 −8.9% Reduced
MDT MEDTRONIC PLC
$81.0M
0.2%
983,504 +188,715 +23.7% Added
KARO KAROOOOO LTD
$81.0M
0.2%
9,250 −49,391 −84.2% Reduced
MSCI MSCI INC
$76.6M
0.2%
135,306 −3,939 −2.8% Reduced
HLNE HAMILTON LANE INC-CLASS A
$67.9M
0.2%
95,403 −19,392 −16.9% Reduced
HLI HOULIHAN LOKEY INC
$67.9M
0.2%
127,298 −1,669 −1.3% Reduced
IWF ISHARES RUSSELL 1000 GROWTH
$67.9M
0.2%
415,395 +115,901 +38.7% Added
SGOV ISHARES 0-3 MONTH TREASURY B
$67.9M
0.2%
5,005 +5,005 New
LVS LAS VEGAS SANDS CORP
$67.9M
0.2%
232,636 −86,245 −27.0% Reduced
MKTX MARKETAXESS HOLDINGS INC
$67.9M
0.2%
4,461 +4,461 New
MELI MERCADOLIBRE INC
$67.9M
0.2%
43,180 −5,308 −10.9% Reduced
SHOP SHOPIFY INC - CLASS A
$60.8M
0.1%
779,876 −22,774 −2.8% Reduced
BIL SS SPDR BB 1-3M T-BILL ETF
$55.4M
0.1%
606,590 +606,590 New
ASML ASML HOLDING NV-NY REG SHS
$36.2M
0.1%
47,776 −17,446 −26.7% Reduced
FET 9 08/04/25 PRN FORUM ENERGY TECHNOLOGIE
$24.4M
0.1%
25,153,049 +49 +0.0% Added
TME TENCENT MUSIC ENTERTAINM-ADR
$23.4M
0.1%
2,596,369 −921,880 −26.2% Reduced
UNILEVER PLC
$22.7M
0.1%
467,948 −314,587 −40.2% Reduced
DLO DLOCAL LTD
$21.3M
0.1%
1,202,241 −721,032 −37.5% Reduced
ALITEUR ALIGHT INC - CLASS A
$13.1M
0.0%
1,530,608 −163,469 −9.6% Reduced
PGNY PROGYNY INC
$12.7M
0.0%
340,461 −8,702 −2.5% Reduced
YUMC YUM CHINA HOLDINGS INC
$11.5M
0.0%
271,366 +60,539 +28.7% Added
EPAM EPAM SYSTEMS INC
$10.8M
0.0%
36,435 −19,490 −34.9% Reduced
WING WINGSTOP INC
$9.1M
0.0%
35,410 −13,730 −27.9% Reduced
YETI YETI HOLDINGS INC
$8.5M
0.0%
164,441 −71,776 −30.4% Reduced
ALRM ALARM.COM HOLDINGS INC
$8.3M
0.0%
128,913 −12,522 −8.9% Reduced
EEFT EURONET WORLDWIDE INC
$7.9M
0.0%
77,996 +3,498 +4.7% Added
BMBL BUMBLE INC-A
$7.6M
0.0%
517,630 +87,100 +20.2% Added
CNM CORE & MAIN INC-CLASS A
$7.6M
0.0%
187,140 +187,140 New
ATHM AUTOHOME INC-ADR
$7.1M
0.0%
253,643 −199,280 −44.0% Reduced
BL BLACKLINE INC
$6.9M
0.0%
111,004 −4,795 −4.1% Reduced
WRBY WARBY PARKER INC-CLASS A
$6.9M
0.0%
489,598 +119,758 +32.4% Added
RVLV REVOLVE GROUP INC
$6.8M
0.0%
409,749 −73,354 −15.2% Reduced
CCC CCC INTELLIGENT SOLUTIONS HO
$6.6M
0.0%
577,430 −154,253 −21.1% Reduced
FIVE FIVE BELOW
$6.5M
0.0%
30,457 −46,971 −60.7% Reduced
FOXF FOX FACTORY HOLDING CORP
$6.5M
0.0%
95,726 +5,354 +5.9% Added
QLYS QUALYS INC
$6.2M
0.0%
31,660 −27,032 −46.1% Reduced
GNRC GENERAC HOLDINGS INC
$6.0M
0.0%
46,135 +46,135 New
FSV FIRSTSERVICE CORP
$5.9M
0.0%
36,628 −3,531 −8.8% Reduced
CWAN CLEARWATER ANALYTICS HDS-A
$5.8M
0.0%
290,890 −13,710 −4.5% Reduced
ICLR ICON PLC
$5.3M
0.0%
1,192,170 −30,791 −2.5% Reduced
DAVA ENDAVA PLC- SPON ADR
$5.2M
0.0%
66,498 −32,929 −33.1% Reduced
HDB HDFC BANK LTD-ADR
$5.2M
0.0%
563,327 +90,214 +19.1% Added
IWM ISHARES RUSSELL 2000 ETF
$5.2M
0.0%
1,774 +1,774 New
ACWX ISHARES MSCI ACWI EX US ETF
$5.2M
0.0%
165,456 +142,362 +616.4% Added
LGIH LGI HOMES INC
$5.2M
0.0%
25,236 +25,236 New
MEDP MEDPACE HOLDINGS INC
$5.2M
0.0%
16,870 +16,870 New
GLOB GLOBANT SA
$5.2M
0.0%
357,970 −10,522 −2.9% Reduced
DT DYNATRACE INC
$5.0M
0.0%
92,273 −15,883 −14.7% Reduced
RH RH
$4.9M
0.0%
16,745 −1,659 −9.0% Reduced
DOCS DOXIMITY INC-CLASS A
$4.8M
0.0%
172,888 −42,149 −19.6% Reduced
APPF APPFOLIO INC - A
$4.7M
0.0%
27,075 −7,577 −21.9% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$4.4M
0.0%
42,083 −14,298 −25.4% Reduced
SITM SITIME CORP
$4.2M
0.0%
34,628 +136 +0.4% Added
MORN MORNINGSTAR INC
$3.9M
0.0%
13,785 −276 −2.0% Reduced
FND FLOOR & DECOR HOLDINGS INC-A
$3.5M
0.0%
31,263 −11,254 −26.5% Reduced
SITE SITEONE LANDSCAPE SUPPLY INC
$3.5M
0.0%
21,333 −2,128 −9.1% Reduced
AMN AMN HEALTHCARE SERVICES INC
$3.4M
0.0%
45,416 +12,796 +39.2% Added
PAYC PAYCOM SOFTWARE INC
$3.4M
0.0%
16,397 −937 −5.4% Reduced
XPEL XPEL INC
$3.1M
0.0%
57,064 −4,646 −7.5% Reduced
ETSY ETSY INC
$2.8M
0.0%
34,322 +15,598 +83.3% Added
EXLS EXLSERVICE HOLDINGS INC
$2.7M
0.0%
88,650 −8,433 −8.7% Reduced
VUG VANGUARD MRNGSTAR GR ETF-SUI
$2.6M
0.0%
8,412 +1,475 +21.3% Added
VONG VANGUARD RUSSELL 1000 GROWTH
$2.6M
0.0%
33,266 +33,266 New
TYL TYLER TECHNOLOGIES INC
$2.6M
0.0%
6,166 −6,294 −50.5% Reduced
MPWR MONOLITHIC POWER SYSTEMS INC
$2.5M
0.0%
4,038 +1,549 +62.2% Added
AZPN1USD ASPEN TECHNOLOGY INC
$2.4M
0.0%
11,117 +3,588 +47.7% Added
TREX TREX COMPANY INC
$2.2M
0.0%
26,873 −2,589 −8.8% Reduced
BWMN BOWMAN CONSULTING GROUP LTD
$2.0M
0.0%
56,575 +56,575 New
CALY CALLAWAY GOLF COMPANY
$1.9M
0.0%
130,662 +130,662 New
TECH BIO-TECHNE CORP
$1.7M
0.0%
22,383 +22,383 New
CRL CHARLES RIVER LABORATORIES
$1.5M
0.0%
6,328 +1,323 +26.4% Added
SKIL SKILLSOFT CORP
$1.4M
0.0%
78,190 +78,190 New
POOL POOL CORP
$1.4M
0.0%
3,395 +3,395 New
TPLC TIMOTHY PLN US LRG/MID CAP
$579K
0.0%
15,147 −878 −5.5% Reduced
TPIF TIMOTHY PLAN INTL ETF
$420K
0.0%
15,875 +1,081 +7.3% Added
CATH GLOBAL X S&P 500 CA VAL ETF
$389K
0.0%
5,388 −1,517 −22.0% Reduced
SPY SS SPDR S&P 500 ETF TRUST-US
$315K
0.0%
662 +662 New

Sold positions

7 closed in Q4 2023 · shares & value as of prior filing
Holding Shares sold Prior value
EL ESTEE LAUDER COMPANIES-CL A
135,734 $19.6M
TTD TRADE DESK INC -CLASS A
35,478 $2.8M
DOCU DOCUSIGN INC
43,366 $1.8M
EVTC EVERTEC INC
44,100 $1.6M
CCXUSD SKILLSOFT CORP
1,768,064 $1.6M
FICO FAIR ISAAC CORP
871 $756K
MKL MARKEL GROUP INC
500 $736K

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.