Follow-The-Filings

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

2026 Q2 · filed 8/4/2026 · 219 long · top 12 shown

top 5 33.5% · top 10 58.8%

AUM over time

2026 Q2 $11.6B −19.7% QoQ
2021 Q3 · $54.5B 2021 Q3 · $54.5B
Q3 2021
2021 Q4 · $59.5B · +9.3% QoQ 2021 Q4 · $59.5B · +9.3% QoQ
Q4
2022 Q1 · $51.3B · −13.9% QoQ 2022 Q1 · $51.3B · −13.9% QoQ
Q1 2022
2022 Q2 · $37.9B · −26.0% QoQ 2022 Q2 · $37.9B · −26.0% QoQ
Q2
2022 Q3 · $35.8B · −5.7% QoQ 2022 Q3 · $35.8B · −5.7% QoQ
Q3
2022 Q4 · $34.3B · −4.1% QoQ 2022 Q4 · $34.3B · −4.1% QoQ
Q4
2023 Q1 · $37.9B · +10.7% QoQ 2023 Q1 · $37.9B · +10.7% QoQ
Q1 2023
2023 Q2 · $40.3B · +6.3% QoQ 2023 Q2 · $40.3B · +6.3% QoQ
Q2
2023 Q3 · $38B · −5.7% QoQ 2023 Q3 · $38B · −5.7% QoQ
Q3
2023 Q4 · $41.5B · +9.1% QoQ 2023 Q4 · $41.5B · +9.1% QoQ
Q4
2024 Q1 · $43.3B · +4.4% QoQ 2024 Q1 · $43.3B · +4.4% QoQ
Q1 2024
2024 Q2 · $39.9B · −8.0% QoQ 2024 Q2 · $39.9B · −8.0% QoQ
Q2
2024 Q3 · $38.7B · −2.8% QoQ 2024 Q3 · $38.7B · −2.8% QoQ
Q3
2024 Q4 · $37B · −4.5% QoQ 2024 Q4 · $37B · −4.5% QoQ
Q4
2025 Q1 · $31.8B · −14.0% QoQ 2025 Q1 · $31.8B · −14.0% QoQ
Q1 2025
2025 Q2 · $32.6B · +2.3% QoQ 2025 Q2 · $32.6B · +2.3% QoQ
Q2
2025 Q3 · $30.8B · −5.5% QoQ 2025 Q3 · $30.8B · −5.5% QoQ
Q3
2025 Q4 · $23.4B · −24.0% QoQ 2025 Q4 · $23.4B · −24.0% QoQ
Q4
2026 Q1 · $14.5B · −38.3% QoQ 2026 Q1 · $14.5B · −38.3% QoQ
Q1 2026
2026 Q2 · $11.6B · −19.7% QoQ 2026 Q2 · $11.6B · −19.7% QoQ
Q2

Book

2021 Q3 · filed 10 Nov · long equity

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

Showing top 50 of 91 by value

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

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

SEC filing name
POLEN CAPITAL MANAGEMENT LLC
Location
Boca Raton, FL
All SEC filings
View on sec.gov