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 | 9.17% | Reduce −2.1% | 1,442,092 | $3,260 | $4.7B | −31,255 | −$211M |
| GOOG - Alphabet · CL C | 8.05% | Reduce −7.3% | 1,478,727 | $2,793 | $4.1B | −116,501 | −$486M |
| ADBE - Adobe Systems | 5.92% | Add +22.5% | 6,662,539 | $455.62 | $3B | +1,222,654 | −$49M |
| MSFT - Microsoft | 5.89% | Reduce −3.7% | 9,791,102 | $308.31 | $3B | −372,139 | −$399M |
| META - Meta Platforms · CL A | 5.71% | Add +26.1% | 13,165,612 | $222.36 | $2.9B | +2,722,842 | −$585M |
| V - VISA · CL A | 5.62% | Add +13.1% | 12,993,382 | $221.77 | $2.9B | +1,500,092 | +$391M |
| MA - Mastercard · CL A | 5.53% | Reduce −1.1% | 7,932,570 | $357.38 | $2.8B | −89,070 | −$47M |
| ABT - Abbott Labs | 5.18% | Reduce −0.6% | 22,423,328 | $118.36 | $2.7B | −128,030 | −$520M |
| ABNB - Airbnb · CL A | 4.34% | Add +30.5% | 12,953,525 | $171.76 | $2.2B | +3,029,742 | +$573M |
| CRM - Salesforce | 4.17% | Reduce −0.1% | 10,078,023 | $212.32 | $2.1B | −10,481 | −$424M |
| ACN - Accenture Ireland · CLASS A | 3.94% | Reduce −11.1% | 5,988,665 | $337.23 | $2B | −747,718 | −$773M |
| UNH - Unitedhealth Group | 3.74% | Reduce −3.0% | 3,762,772 | $509.97 | $1.9B | −114,675 | −$28M |
| NFLX - Netflix | 3.66% | Add +85.7% | 5,005,530 | $374.59 | $1.9B | +2,310,617 | +$251M |
| ADSK - Autodesk | 3.62% | Add +18.7% | 8,650,112 | $214.35 | $1.9B | +1,365,221 | −$194M |
| NOW - Servicenow | 3.50% | Add +2.1% | 3,219,600 | $556.89 | $1.8B | +67,385 | −$253M |
| PYPL - Paypal | 2.91% | Add +72.8% | 12,911,679 | $115.65 | $1.5B | +5,438,958 | +$84M |
| ZTS - Zoetis · CL A | 2.47% | Reduce −31.7% | 6,706,372 | $188.59 | $1.3B | −3,113,415 | −$1.1B |
| NKE - NIKE · CL B | 2.18% | Add +1.0% | 8,293,257 | $134.56 | $1.1B | +79,485 | −$253M |
| ISRG - Intuitive Surgical | 2.10% | Add +4.8% | 3,571,683 | $301.68 | $1.1B | +164,765 | −$147M |
| IT - Gartner | 1.97% | Reduce −26.1% | 3,397,198 | $297.46 | $1B | −1,198,522 | −$526M |
| ILMN - Illumina | 1.79% | Reduce −1.2% | 2,631,171 | $349.40 | $919M | −31,531 | −$94M |
| ALGN - Align Technology | 1.59% | Add +5.3% | 1,871,737 | $436.00 | $816M | +94,539 | −$352M |
| DOCU - Docusign | 1.16% | Add +48.5% | 5,551,792 | $107.12 | $595M | +1,813,284 | +$25M |
| GOOGL - Alphabet · CL A | 0.97% | Reduce −69.9% | 178,451 | $2,781 | $496M | −414,383 | −$1.2B |
| MSCI - MSCI Inc | 0.84% | Reduce −39.5% | 856,456 | $502.88 | $431M | −559,577 | −$437M |
| ICLR - ICON | 0.74% | Reduce −1.9% | 1,557,050 | $243.22 | $379M | −29,709 | −$113M |
| AON - AON PLC · CL A | 0.63% | Reduce −5.5% | 984,696 | $325.63 | $321M | −57,712 | +$7M |
| IWF - Ishares Tr | 0.60% | Add +364.7% | 1,112,613 | $277.63 | $309M | +873,190 | +$236M |
| MDT - Medtronic | 0.21% | Reduce −5.6% | 949,789 | $110.95 | $105M | −56,650 | +$1M |
| SAP - Sap Se | 0.20% | Add +14.9% | 930,669 | $110.96 | $103M | +120,804 | −$10M |
| SBUX - Starbucks | 0.15% | Reduce −93.6% | 849,854 | $90.97 | $77M | −12,329,189 | −$1.5B |
| ADP - Automatic Data Processing | 0.11% | Reduce −5.8% | 256,507 | $227.54 | $58M | −15,664 | −$9M |
| ASML — | 0.10% | Reduce −1.5% | 79,550 | $667.93 | $53M | −1,220 | −$11M |
| MELI - Mercadolibre | 0.10% | Reduce −4.3% | 43,290 | $1,189 | $51M | −1,932 | −$9M |
| GLOB - Globant S A | 0.08% | Reduce −10.7% | 158,168 | $262.07 | $41M | −18,856 | −$14M |
| SHOP - Shopify · CL A | 0.07% | Add +188.9% | 54,902 | $675.97 | $37M | +35,901 | +$11M |
| ACWX - Ishares Tr | 0.05% | Reduce −8.6% | 528,305 | $52.27 | $28M | −49,550 | −$5M |
| UL - Unilever | 0.05% | Add +4.3% | 543,872 | $45.57 | $25M | +22,612 | −$3M |
| Endava | 0.05% | Add +11.5% | 173,533 | $133.03 | $23M | +17,963 | −$3M |
| Revolve Group · CL A | 0.04% | Add +6.9% | 410,877 | $53.69 | $22M | +26,514 | +$520K |
| FOXA - Fox Factory | 0.04% | Add +13.4% | 196,203 | $97.95 | $19M | +23,237 | −$10M |
| PGNY - Progyny | 0.04% | Reduce −4.5% | 368,359 | $51.40 | $19M | −17,520 | −$495K |
| YETI — | 0.04% | Add +31.8% | 301,494 | $59.98 | $18M | +72,720 | −$865K |
| TRUP - Trupanion | 0.03% | Reduce −4.4% | 198,273 | $89.12 | $18M | −9,091 | −$10M |
| GSHD - Goosehead Ins · CL A | 0.03% | Add +17.9% | 216,022 | $78.57 | $17M | +32,859 | −$7M |
| QLYS - Qualys | 0.03% | Add +15.2% | 114,864 | $142.41 | $16M | +15,195 | +$3M |
| HLI - Houlihan Lokey · CL A | 0.03% | Reduce −4.1% | 174,617 | $87.80 | $15M | −7,524 | −$4M |
| WRBY - Warby Parker · CL A | 0.03% | Add +35.3% | 437,794 | $33.81 | $15M | +114,237 | −$263K |
| AMN - Amn Healthcare Svcs | 0.03% | Reduce −5.9% | 137,691 | $104.33 | $14M | −8,600 | −$4M |
| APPF - Appfolio · CL A | 0.03% | Reduce −4.5% | 120,919 | $113.21 | $14M | −5,692 | −$2M |
| ALRM - Alarm | 0.02% | Reduce −4.2% | 191,301 | $66.46 | $13M | −8,474 | −$4M |
| WING - Wingstop | 0.02% | Reduce −34.2% | 102,941 | $117.35 | $12M | −53,518 | −$15M |
| Duck Creek Technologies | 0.02% | Reduce −4.2% | 520,952 | $22.12 | $12M | −22,964 | −$5M |
| BL - Blackline | 0.02% | Reduce −3.1% | 154,697 | $73.22 | $11M | −4,879 | −$5M |
| Skillsoft · CL A | 0.02% | New | 1,768,064 | $6.04 | $11M | +1,768,064 | +$11M |
| OLO · CL A | 0.02% | Add +5.7% | 744,672 | $13.25 | $10M | +40,172 | −$5M |
| Farfetch · CL A | 0.02% | Add +582.4% | 625,659 | $15.12 | $9M | +533,970 | +$6M |
| Altair Engr · CL A | 0.02% | Reduce −6.0% | 144,236 | $64.40 | $9M | −9,145 | −$3M |
| CATH - Global X Fds | 0.02% | Reduce −0.5% | 143,837 | $55.76 | $8M | −694 | −$494K |
| MBUU - Malibu Boats · CL A | 0.01% | Reduce −5.9% | 128,245 | $58.01 | $7M | −7,996 | −$2M |
| HLNE - Hamilton Lane · CL A | 0.01% | New | 96,064 | $77.29 | $7M | +96,064 | +$7M |
| BMBL - Bumble · CL A | 0.01% | New | 255,081 | $28.98 | $7M | +255,081 | +$7M |
| Paylocity | 0.01% | Reduce −26.7% | 30,690 | $205.77 | $6M | −11,171 | −$4M |
| CMRC - Bigcommerce | 0.01% | Reduce −6.0% | 285,540 | $21.91 | $6M | −18,177 | −$4M |
| Helen Of Troy | 0.01% | Reduce −47.0% | 30,498 | $195.85 | $6M | −27,094 | −$8M |
| PAYC - Paycom Software | 0.01% | Add +30.1% | 15,457 | $346.38 | $5M | +3,577 | +$422K |
| DT - Dynatrace | 0.01% | Add +35.6% | 109,608 | $47.10 | $5M | +28,755 | +$284K |
| ETSY - ETSY Inc | 0.01% | Add +34.2% | 35,976 | $124.28 | $4M | +9,169 | −$1M |
| Aspen Technology | 0.01% | Add +17.1% | 25,392 | $165.37 | $4M | +3,710 | +$899K |
| FICO - Fair Isaac | 0.01% | Add +14.4% | 8,853 | $466.51 | $4M | +1,114 | +$774K |
| RH | 0.01% | Add +17.4% | 12,081 | $326.05 | $4M | +1,789 | −$2M |
| ACWI - Ishares Tr | 0.01% | Reduce −52.5% | 38,955 | $99.78 | $4M | −42,972 | −$5M |
| CPRT - Copart | 0.01% | Add +3.6% | 23,208 | $125.47 | $3M | +799 | −$486K |
| FND - Floor & Decor · CL A | 0.01% | Add +650.7% | 35,201 | $80.99 | $3M | +30,512 | +$2M |
| TREX — | 0.01% | Add +15.6% | 41,114 | $65.33 | $3M | +5,533 | −$2M |
| TYL - Tyler Technologies | 0.01% | Reduce −36.1% | 5,939 | $444.86 | $3M | −3,358 | −$2M |
| TTD - The Trade Desk · CL A | 0.00% | Add +3.5% | 36,285 | $69.26 | $3M | +1,214 | −$701K |
| Karooooo | 0.00% | Hold | 41,184 | $29.65 | $1M | — | — |
| Timothy Plan | 0.00% | Reduce −8.3% | 31,492 | $36.39 | $1M | −2,861 | −$184K |
| REGN - Regeneron Pharmaceuticals | 0.00% | Reduce −28.6% | 1,383 | $698.48 | $966K | −555 | −$258K |
| TME - Tencent Music Entmt Group | 0.00% | Add +61.4% | 190,639 | $4.87 | $928K | +72,500 | +$119K |
| Myt Netherlands Parent B V | 0.00% | Add +12.2% | 62,029 | $12.24 | $759K | +6,729 | −$414K |
| MEDP - Medpace | 0.00% | Reduce −96.1% | 4,555 | $163.56 | $745K | −113,670 | −$25M |
| ORLY - Oreilly Automotive | 0.00% | Hold | 1,035 | $685.02 | $709K | — | — |
| DG - Dollar Gen | 0.00% | Reduce −30.8% | 2,863 | $222.49 | $637K | −1,275 | −$339K |
| EXPO - Exponent | 0.00% | Reduce −97.6% | 4,486 | $108.11 | $485K | −183,834 | −$21M |
| ORCL - Oracle | 0.00% | Hold | 4,216 | $82.78 | $349K | — | — |
| BKNG - Booking | 0.00% | Hold | 134 | $2,351 | $315K | — | — |
Showing top 50 of 88 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CDW - CDW Corp | 0.01% | Exit | 0 | $204.79 | $4M | −19,742 | −$4M |
| EPAM - Epam Sys | — | Exit | 0 | $668.44 | $2M | −3,378 | −$2M |
| NBIS - Yandex · CLASS A | — | Exit | 0 | $60.51 | $2M | −35,513 | −$2M |
| Timothy Plan | — | Exit | 0 | $29.08 | $353K | −12,139 | −$353K |
| ATHM - Autohome · CL A | — | Exit | 0 | $29.47 | $324K | −10,995 | −$324K |
| BABA - Alibaba Group | — | Exit | 0 | $118.98 | $267K | −2,244 | −$267K |
| TAL - Tal Education Group | — | Exit | 0 | $3.92 | $68K | −17,340 | −$68K |
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