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
| AMZN - Amazon | 8.25% | Add +27.8% | 1,473,347 | $3,334 | $4.9B | +320,440 | +$1.1B |
| GOOG - Alphabet · CL C | 7.75% | Add +2.5% | 1,595,228 | $2,894 | $4.6B | +39,003 | +$468M |
| META - Meta Platforms · CL A | 5.90% | Reduce −21.1% | 10,442,770 | $336.35 | $3.5B | −2,791,548 | −$979M |
| MSFT - Microsoft | 5.74% | Add +1.2% | 10,163,241 | $336.32 | $3.4B | +122,871 | +$588M |
| ABT - Abbott Labs | 5.33% | Add +2.4% | 22,551,358 | $140.74 | $3.2B | +538,662 | +$574M |
| ADBE - Adobe Systems | 5.18% | Reduce −4.6% | 5,439,885 | $567.06 | $3.1B | −264,511 | −$199M |
| MA - Mastercard · CL A | 4.84% | Add +5.0% | 8,021,640 | $359.32 | $2.9B | +379,273 | +$225M |
| ACN - Accenture Ireland · CLASS A | 4.69% | Add +0.2% | 6,736,383 | $414.55 | $2.8B | +12,839 | +$642M |
| CRM - Salesforce | 4.31% | Add +3.2% | 10,088,504 | $254.13 | $2.6B | +310,910 | −$88M |
| V - VISA · CL A | 4.18% | Add +5.3% | 11,493,290 | $216.71 | $2.5B | +583,184 | +$60M |
| ZTS - Zoetis · CL A | 4.03% | Add +2.5% | 9,819,787 | $244.03 | $2.4B | +237,161 | +$536M |
| ADSK - Autodesk | 3.44% | Add +5.6% | 7,284,891 | $281.19 | $2B | +387,529 | +$82M |
| NOW - Servicenow | 3.44% | Add +2.8% | 3,152,215 | $649.11 | $2B | +84,962 | +$137M |
| UNH - Unitedhealth Group | 3.27% | Add +1.9% | 3,877,447 | $502.14 | $1.9B | +70,473 | +$459M |
| GOOGL - Alphabet · CL A | 2.88% | Add +3.1% | 592,834 | $2,897 | $1.7B | +17,569 | +$179M |
| ABNB - Airbnb · CL A | 2.78% | Add +4.1% | 9,923,783 | $166.49 | $1.7B | +389,546 | +$53M |
| NFLX - Netflix | 2.73% | Add +3.1% | 2,694,913 | $602.44 | $1.6B | +79,772 | +$27M |
| SBUX - Starbucks | 2.59% | Add +1.4% | 13,179,043 | $116.97 | $1.5B | +178,673 | +$107M |
| IT - Gartner | 2.58% | Add +1.9% | 4,595,720 | $334.32 | $1.5B | +86,540 | +$166M |
| PYPL - Paypal | 2.37% | Add +8.6% | 7,472,721 | $188.58 | $1.4B | +594,061 | −$381M |
| NKE - NIKE · CL B | 2.30% | Add +2.4% | 8,213,772 | $166.67 | $1.4B | +189,144 | +$204M |
| ISRG - Intuitive Surgical | 2.06% | Add +210.0% | 3,406,918 | $359.30 | $1.2B | +2,307,999 | +$132M |
| ALGN - Align Technology | 1.96% | Add +7.3% | 1,777,198 | $657.18 | $1.2B | +120,793 | +$66M |
| ILMN - Illumina | 1.70% | Add +5.0% | 2,662,702 | $380.44 | $1B | +126,623 | −$16M |
| MSCI - MSCI Inc | 1.46% | Add +2.4% | 1,416,033 | $612.69 | $868M | +32,539 | +$26M |
| DOCU - Docusign | 0.96% | New | 3,738,508 | $152.31 | $569M | +3,738,508 | +$569M |
| ICLR - ICON | 0.83% | Reduce −4.4% | 1,586,759 | $309.70 | $491M | −73,091 | +$57M |
| AON - AON PLC · CL A | 0.53% | Add +2.0% | 1,042,408 | $300.56 | $313M | +20,164 | +$21M |
| SAP - Sap Se | 0.19% | Add +2.2% | 809,865 | $140.11 | $113M | +17,594 | +$6M |
| MDT - Medtronic | 0.17% | Reduce −0.7% | 1,006,439 | $103.45 | $104M | −6,747 | −$23M |
| IWF - Ishares Tr | 0.12% | Add +264.2% | 239,423 | $305.59 | $73M | +173,680 | +$55M |
| ADP - Automatic Data Processing | 0.11% | Reduce −2.3% | 272,171 | $246.58 | $67M | −6,291 | +$11M |
| ASML — | 0.11% | Add +2.5% | 80,770 | $796.14 | $64M | +2,008 | +$6M |
| MELI - Mercadolibre | 0.10% | Add +162.2% | 45,222 | $1,348 | $61M | +27,978 | +$32M |
| GLOB - Globant S A | 0.09% | Add +112.1% | 177,024 | $314.09 | $56M | +93,552 | +$32M |
| ACWX - Ishares Tr | 0.05% | Add +4408.5% | 577,855 | $55.60 | $32M | +565,038 | +$31M |
| FOXA - Fox Factory | 0.05% | Add +25.2% | 172,966 | $170.10 | $29M | +34,857 | +$9M |
| UL - Unilever | 0.05% | Reduce −2.5% | 521,260 | $53.79 | $28M | −13,444 | −$953K |
| TRUP - Trupanion | 0.05% | Add +25.3% | 207,364 | $132.03 | $27M | +41,816 | +$15M |
| WING - Wingstop | 0.05% | Add +25.2% | 156,459 | $172.80 | $27M | +31,444 | +$7M |
| SHOP - Shopify · CL A | 0.04% | Add +0.2% | 19,001 | $1,377 | $26M | +40 | +$465K |
| Endava | 0.04% | Add +1.6% | 155,570 | $167.92 | $26M | +2,495 | +$5M |
| MEDP - Medpace | 0.04% | Add +25.1% | 118,225 | $217.64 | $26M | +23,703 | +$8M |
| GSHD - Goosehead Ins · CL A | 0.04% | Add +15.2% | 183,163 | $130.08 | $24M | +24,169 | −$387K |
| EXPO - Exponent | 0.04% | Add +25.8% | 188,320 | $116.73 | $22M | +38,669 | +$5M |
| Revolve Group · CL A | 0.04% | Add +28.4% | 384,363 | $56.04 | $22M | +84,956 | +$3M |
| PGNY - Progyny | 0.03% | Add +25.3% | 385,879 | $50.35 | $19M | +77,968 | +$2M |
| YETI — | 0.03% | Add +49.7% | 228,774 | $82.83 | $19M | +75,916 | +$6M |
| HLI - Houlihan Lokey · CL A | 0.03% | Add +25.3% | 182,141 | $103.52 | $19M | +36,745 | +$5M |
| AMN - Amn Healthcare Svcs | 0.03% | Add +28.6% | 146,291 | $122.33 | $18M | +32,561 | +$5M |
| ALRM - Alarm | 0.03% | Add +25.0% | 199,775 | $84.81 | $17M | +39,964 | +$4M |
| BL - Blackline | 0.03% | Add +31.0% | 159,576 | $103.54 | $17M | +37,726 | +$2M |
| Duck Creek Technologies | 0.03% | Add +67.4% | 543,916 | $30.11 | $16M | +218,960 | +$2M |
| APPF - Appfolio · CL A | 0.03% | Add +26.2% | 126,611 | $121.06 | $15M | +26,269 | +$3M |
| WRBY - Warby Parker · CL A | 0.03% | New | 323,557 | $46.56 | $15M | +323,557 | +$15M |
| OLO · CL A | 0.02% | Add +42.8% | 704,500 | $20.81 | $15M | +211,001 | −$159K |
| Helen Of Troy | 0.02% | Add +24.5% | 57,592 | $244.48 | $14M | +11,347 | +$4M |
| QLYS - Qualys | 0.02% | Add +28.6% | 99,669 | $137.22 | $14M | +22,186 | +$5M |
| Altair Engr · CL A | 0.02% | Add +28.6% | 153,381 | $77.32 | $12M | +34,154 | +$4M |
| CMRC - Bigcommerce | 0.02% | New | 303,717 | $35.37 | $11M | +303,717 | +$11M |
| Paylocity | 0.02% | Add +16.1% | 41,861 | $236.16 | $10M | +5,820 | −$220K |
| MBUU - Malibu Boats · CL A | 0.02% | Add +30.3% | 136,241 | $68.73 | $9M | +31,719 | +$2M |
| ACWI - Ishares Tr | 0.01% | Add +2052.0% | 81,927 | $105.78 | $9M | +78,120 | +$8M |
| CATH - Global X Fds | 0.01% | Add +44.7% | 144,531 | $58.91 | $9M | +44,652 | +$3M |
| ETSY - ETSY Inc | 0.01% | Reduce −58.7% | 26,807 | $218.94 | $6M | −38,080 | −$8M |
| RH | 0.01% | Add +41.1% | 10,292 | $535.95 | $6M | +2,996 | +$650K |
| TYL - Tyler Technologies | 0.01% | Add +21.9% | 9,297 | $537.92 | $5M | +1,668 | +$2M |
| PAYC - Paycom Software | 0.01% | Add +25.8% | 11,880 | $415.15 | $5M | +2,434 | +$249K |
| DT - Dynatrace | 0.01% | Reduce −5.9% | 80,853 | $60.34 | $5M | −5,048 | −$1M |
| TREX — | 0.01% | Add +10.6% | 35,581 | $135.04 | $5M | +3,405 | +$2M |
| CDW - CDW Corp | 0.01% | Add +10.6% | 19,742 | $204.79 | $4M | +1,890 | +$794K |
| CPRT - Copart | 0.01% | Add +10.6% | 22,409 | $151.64 | $3M | +2,144 | +$587K |
| FICO - Fair Isaac | 0.01% | Add +25.3% | 7,739 | $433.65 | $3M | +1,563 | +$898K |
| Aspen Technology | 0.01% | Reduce −20.7% | 21,682 | $152.20 | $3M | −5,646 | −$56K |
| TTD - The Trade Desk · CL A | 0.01% | Reduce −31.9% | 35,071 | $91.64 | $3M | −16,444 | −$408K |
| Farfetch · CL A | 0.01% | Add +48.0% | 91,689 | $33.43 | $3M | +29,719 | +$742K |
| EPAM - Epam Sys | 0.00% | Reduce −27.6% | 3,378 | $668.44 | $2M | −1,286 | −$403K |
| NBIS - Yandex · CLASS A | 0.00% | Add +10.8% | 35,513 | $60.51 | $2M | +3,450 | −$406K |
| Karooooo | 0.00% | Add +6.7% | 41,184 | $40.77 | $2M | +2,600 | +$540K |
| Timothy Plan | 0.00% | Add +167.0% | 34,353 | $38.72 | $1M | +21,488 | +$882K |
| REGN - Regeneron Pharmaceuticals | 0.00% | Reduce −10.1% | 1,938 | $631.58 | $1M | −217 | −$80K |
| DG - Dollar Gen | 0.00% | Reduce −20.9% | 4,138 | $235.86 | $976K | −1,096 | −$134K |
| TME - Tencent Music Entmt Group | 0.00% | Add +68.7% | 118,139 | $6.85 | $809K | +48,090 | +$301K |
| ORLY - Oreilly Automotive | 0.00% | Hold | 1,035 | $706.28 | $731K | — | — |
| ORCL - Oracle | 0.00% | Hold | 4,216 | $87.29 | $368K | — | — |
| Timothy Plan | 0.00% | Add +2.0% | 12,139 | $29.08 | $353K | +242 | +$15K |
| ATHM - Autohome · CL A | 0.00% | Hold | 10,995 | $29.47 | $324K | — | — |
| BKNG - Booking | 0.00% | Hold | 134 | $2,396 | $321K | — | — |
| BABA - Alibaba Group | 0.00% | Reduce −99.5% | 2,244 | $118.98 | $267K | −478,707 | −$71M |
| TAL - Tal Education Group | 0.00% | Hold | 17,340 | $3.92 | $68K | — | — |
Showing top 50 of 90 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| SLP - Simulations Plus | 0.01% | Exit | 0 | $39.50 | $7M | −178,076 | −$7M |
| GNRC - Generac | — | Exit | 0 | $408.64 | $3M | −6,436 | −$3M |
| HEI - Heico | — | Exit | 0 | $131.89 | $2M | −16,074 | −$2M |
| EL - Estee Lauder · CL A | — | Exit | 0 | $299.96 | $812K | −2,707 | −$812K |
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