Featured 13F manager
Polen Capital Management LLC
Boca Raton, FL 23 processed 13Fs on this site · 2021 Q3–2026 Q2
- $11.6B
- 219 Positions
- 2026 Q2
- −19.7% QoQ
- Top 5 33.5%
Portfolio
top 5 33.5% · top 10 58.8%
- LLY - Eli Lilly & 6.9%
- NVDA - Nvidia 6.9%
- MSFT - Microsoft 6.7%
- GOOG - Alphabet · CL C 6.6%
- AVGO - Broadcom 6.4%
- AMZN - Amazon 5.8%
- V - VISA · CL A 5.3%
- MA - Mastercard · CL A 5.1%
- NOW - Servicenow 4.6%
- ORCL - Oracle 4.5%
- SHOP - Shopify · CL A 4.5%
- MSCI - MSCI Inc 3.2%
- Other 33.5%
AUM over time
Book
| META - Meta Platforms · CL A | 8.24% | Hold | 13,234,318 | $339.39 | $4.5B |
| GOOG - Alphabet · CL C | 7.61% | Hold | 1,556,225 | $2,665 | $4.1B |
| AMZN - Amazon | 6.95% | Hold | 1,152,907 | $3,285 | $3.8B |
| ADBE - Adobe Systems | 6.03% | Hold | 5,704,396 | $575.72 | $3.3B |
| MSFT - Microsoft | 5.19% | Hold | 10,040,370 | $281.92 | $2.8B |
| MA - Mastercard · CL A | 4.88% | Hold | 7,642,367 | $347.68 | $2.7B |
| CRM - Salesforce | 4.87% | Hold | 9,777,594 | $271.22 | $2.7B |
| ABT - Abbott Labs | 4.77% | Hold | 22,012,696 | $118.13 | $2.6B |
| V - VISA · CL A | 4.46% | Hold | 10,910,106 | $222.75 | $2.4B |
| ACN - Accenture Ireland · CLASS A | 3.95% | Hold | 6,723,544 | $319.92 | $2.2B |
| ADSK - Autodesk | 3.61% | Hold | 6,897,362 | $285.17 | $2B |
| NOW - Servicenow | 3.50% | Hold | 3,067,253 | $622.27 | $1.9B |
| ZTS - Zoetis · CL A | 3.41% | Hold | 9,582,626 | $194.14 | $1.9B |
| PYPL - Paypal | 3.28% | Hold | 6,878,660 | $260.21 | $1.8B |
| ABNB - Airbnb · CL A | 2.94% | Hold | 9,534,237 | $167.75 | $1.6B |
| NFLX - Netflix | 2.93% | Hold | 2,615,141 | $610.34 | $1.6B |
| GOOGL - Alphabet · CL A | 2.82% | Hold | 575,265 | $2,674 | $1.5B |
| UNH - Unitedhealth Group | 2.73% | Hold | 3,806,974 | $390.74 | $1.5B |
| SBUX - Starbucks | 2.63% | Hold | 13,000,370 | $110.31 | $1.4B |
| IT - Gartner | 2.51% | Hold | 4,509,180 | $303.88 | $1.4B |
| NKE - NIKE · CL B | 2.14% | Hold | 8,024,628 | $145.23 | $1.2B |
| ALGN - Align Technology | 2.02% | Hold | 1,656,405 | $665.43 | $1.1B |
| ISRG - Intuitive Surgical | 2.00% | Hold | 1,098,919 | $994.15 | $1.1B |
| ILMN - Illumina | 1.89% | Hold | 2,536,079 | $405.61 | $1B |
| MSCI - MSCI Inc | 1.54% | Hold | 1,383,494 | $608.34 | $842M |
| ICLR - ICON | 0.80% | Hold | 1,659,850 | $262.02 | $435M |
| AON - AON PLC · CL A | 0.54% | Hold | 1,022,244 | $285.77 | $292M |
| MDT - Medtronic | 0.23% | Hold | 1,013,186 | $125.35 | $127M |
| SAP - Sap Se | 0.20% | Hold | 792,271 | $135.04 | $107M |
| BABA - Alibaba Group | 0.13% | Hold | 480,951 | $148.05 | $71M |
| ASML — | 0.11% | Hold | 78,762 | $745.11 | $59M |
| ADP - Automatic Data Processing | 0.10% | Hold | 278,462 | $199.92 | $56M |
| UL - Unilever | 0.05% | Hold | 534,704 | $54.22 | $29M |
| MELI - Mercadolibre | 0.05% | Hold | 17,244 | $1,679 | $29M |
| SHOP - Shopify · CL A | 0.05% | Hold | 18,961 | $1,356 | $26M |
| GSHD - Goosehead Ins · CL A | 0.04% | Hold | 158,994 | $152.29 | $24M |
| GLOB - Globant S A | 0.04% | Hold | 83,472 | $281.00 | $23M |
| Endava | 0.04% | Hold | 153,075 | $135.85 | $21M |
| WING - Wingstop | 0.04% | Hold | 125,015 | $163.93 | $20M |
| FOXA - Fox Factory | 0.04% | Hold | 138,109 | $144.54 | $20M |
| Revolve Group · CL A | 0.03% | Hold | 299,407 | $61.77 | $18M |
| IWF - Ishares Tr | 0.03% | Hold | 65,743 | $274.04 | $18M |
| MEDP - Medpace | 0.03% | Hold | 94,522 | $189.28 | $18M |
| PGNY - Progyny | 0.03% | Hold | 307,911 | $56.00 | $17M |
| EXPO - Exponent | 0.03% | Hold | 149,651 | $113.15 | $17M |
| OLO · CL A | 0.03% | Hold | 493,499 | $30.03 | $15M |
| BL - Blackline | 0.03% | Hold | 121,850 | $118.06 | $14M |
| Duck Creek Technologies | 0.03% | Hold | 324,956 | $44.24 | $14M |
| ETSY - ETSY Inc | 0.02% | Hold | 64,887 | $207.96 | $13M |
| HLI - Houlihan Lokey · CL A | 0.02% | Hold | 145,396 | $92.10 | $13M |
| YETI — | 0.02% | Hold | 152,858 | $85.69 | $13M |
| AMN - Amn Healthcare Svcs | 0.02% | Hold | 113,730 | $114.75 | $13M |
| TRUP - Trupanion | 0.02% | Hold | 165,548 | $77.67 | $13M |
| ALRM - Alarm | 0.02% | Hold | 159,811 | $78.19 | $12M |
| APPF - Appfolio · CL A | 0.02% | Hold | 100,342 | $120.40 | $12M |
| Helen Of Troy | 0.02% | Hold | 46,245 | $224.67 | $10M |
| Paylocity | 0.02% | Hold | 36,041 | $280.40 | $10M |
| QLYS - Qualys | 0.02% | Hold | 77,483 | $111.29 | $9M |
| Altair Engr · CL A | 0.02% | Hold | 119,227 | $68.94 | $8M |
| MBUU - Malibu Boats · CL A | 0.01% | Hold | 104,522 | $69.98 | $7M |
| SLP - Simulations Plus | 0.01% | Hold | 178,076 | $39.50 | $7M |
| DT - Dynatrace | 0.01% | Hold | 85,901 | $70.97 | $6M |
| CATH - Global X Fds | 0.01% | Hold | 99,879 | $53.93 | $5M |
| RH | 0.01% | Hold | 7,296 | $666.94 | $5M |
| PAYC - Paycom Software | 0.01% | Hold | 9,446 | $495.77 | $5M |
| TTD - The Trade Desk · CL A | 0.01% | Hold | 51,515 | $70.31 | $4M |
| TYL - Tyler Technologies | 0.01% | Hold | 7,629 | $458.64 | $3M |
| Aspen Technology | 0.01% | Hold | 27,328 | $122.80 | $3M |
| TREX — | 0.01% | Hold | 32,176 | $101.94 | $3M |
| CDW - CDW Corp | 0.01% | Hold | 17,852 | $182.00 | $3M |
| CPRT - Copart | 0.01% | Hold | 20,265 | $138.71 | $3M |
| EPAM - Epam Sys | 0.00% | Hold | 4,664 | $570.54 | $3M |
| GNRC - Generac | 0.00% | Hold | 6,436 | $408.64 | $3M |
| NBIS - Yandex · CLASS A | 0.00% | Hold | 32,063 | $79.69 | $3M |
| FICO - Fair Isaac | 0.00% | Hold | 6,176 | $397.99 | $2M |
| Farfetch · CL A | 0.00% | Hold | 61,970 | $37.49 | $2M |
| HEI - Heico | 0.00% | Hold | 16,074 | $131.89 | $2M |
| REGN - Regeneron Pharmaceuticals | 0.00% | Hold | 2,155 | $605.10 | $1M |
| Karooooo | 0.00% | Hold | 38,584 | $29.52 | $1M |
| DG - Dollar Gen | 0.00% | Hold | 5,234 | $212.07 | $1M |
| EL - Estee Lauder · CL A | 0.00% | Hold | 2,707 | $299.96 | $812K |
| ACWX - Ishares Tr | 0.00% | Hold | 12,817 | $55.40 | $710K |
| ORLY - Oreilly Automotive | 0.00% | Hold | 1,035 | $610.63 | $632K |
| ATHM - Autohome · CL A | 0.00% | Hold | 10,995 | $46.93 | $516K |
| TME - Tencent Music Entmt Group | 0.00% | Hold | 70,049 | $7.25 | $508K |
| Timothy Plan | 0.00% | Hold | 12,865 | $34.82 | $448K |
| ACWI - Ishares Tr | 0.00% | Hold | 3,807 | $99.82 | $380K |
| ORCL - Oracle | 0.00% | Hold | 4,216 | $87.05 | $367K |
| Timothy Plan | 0.00% | Hold | 11,897 | $28.41 | $338K |
| BKNG - Booking | 0.00% | Hold | 134 | $2,373 | $318K |
| TAL - Tal Education Group | 0.00% | Hold | 17,340 | $4.84 | $84K |
Showing top 50 of 91 by value
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 219 | $11.6B | −19.7% | 13F-HR | 8/4/2026 | 000117266126003035 |
| 2026 Q1 | 221 | $14.5B | −38.3% | 13F-HR | 5/14/2026 | 000117266126001911 |
| 2025 Q4 | 234 | $23.4B | −24.0% | 13F-HR | 2/12/2026 | 000117266126000654 |
| 2025 Q3 | 232 | $30.8B | −5.5% | 13F-HR | 11/12/2025 | 000117266125004691 |
| 2025 Q2 | 240 | $32.6B | +2.3% | 13F-HR | 8/13/2025 | 000117266125003133 |
| 2025 Q1 | 117 | $31.8B | −14.0% | 13F-HR | 5/12/2025 | 000117266125001713 |
| 2024 Q4 | 124 | $37B | −4.5% | 13F-HR | 2/10/2025 | 000117266125000623 |
| 2024 Q3 | 118 | $38.7B | — | RESTATEMENT | 2/10/2025 | 000117266125000622 |
| 2024 Q3 | 118 | $38.7B | −2.8% | 13F-HR | 11/13/2024 | 000117266124004624 |
| 2024 Q2 | 110 | $39.9B | −8.0% | 13F-HR | 8/12/2024 | 000117266124003233 |
| 2024 Q1 | 104 | $43.3B | +4.4% | 13F-HR | 5/10/2024 | 000117266124002149 |
| 2023 Q4 | 107 | $41.5B | — | RESTATEMENT | 5/10/2024 | 000117266124002148 |
| 2023 Q4 | 107 | $41.5B | — | RESTATEMENT | 2/20/2024 | 000117266124001616 |
| 2023 Q4 | 107 | $41.5B | +9.1% | 13F-HR | 2/13/2024 | 000117266124000776 |
| 2023 Q3 | 99 | $38B | −5.7% | 13F-HR | 11/13/2023 | 000117266123003726 |
| 2023 Q2 | 100 | $40.3B | +6.3% | 13F-HR | 8/11/2023 | 000117266123002916 |
| 2023 Q1 | 94 | $37.9B | +10.7% | 13F-HR | 5/11/2023 | 000117266123002012 |
| 2022 Q4 | 93 | $34.3B | −4.1% | 13F-HR | 2/13/2023 | 000117266123000805 |
| 2022 Q3 | 85 | $35.8B | −5.7% | 13F-HR | 11/4/2022 | 000117266122002289 |
| 2022 Q2 | 84 | $37.9B | −26.0% | 13F-HR | 8/10/2022 | 000117266122001764 |
| 2022 Q1 | 91 | $51.3B | −13.9% | 13F-HR | 5/12/2022 | 000117266122001239 |
| 2021 Q4 | 92 | $59.5B | +9.3% | 13F-HR | 2/11/2022 | 000117266122000331 |
| 2021 Q3 | 91 | $54.5B | — | 13F-HR | 11/10/2021 | 000117266121002146 |
About
POLEN CAPITAL MANAGEMENT LLC
23 processed 13Fs on this site · 2021 Q3–2026 Q2