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 | 10.52% | Add +2504.6% | 37,560,605 | $106.21 | $4B | +36,118,513 | −$712M |
| GOOG - Alphabet · CL C | 8.23% | Reduce −3.5% | 1,426,321 | $2,187 | $3.1B | −52,406 | −$1B |
| ADBE - Adobe Systems | 6.62% | Add +2.9% | 6,854,867 | $366.06 | $2.5B | +192,328 | −$526M |
| V - VISA · CL A | 6.48% | Reduce −4.0% | 12,478,536 | $196.89 | $2.5B | −514,846 | −$425M |
| MSFT - Microsoft | 6.41% | Reduce −3.3% | 9,469,074 | $256.83 | $2.4B | −322,028 | −$587M |
| MA - Mastercard · CL A | 6.36% | Reduce −3.7% | 7,642,344 | $315.48 | $2.4B | −290,226 | −$424M |
| META - Meta Platforms · CL A | 5.61% | Add +0.2% | 13,186,427 | $161.25 | $2.1B | +20,815 | −$801M |
| ABT - Abbott Labs | 4.40% | Reduce −31.4% | 15,373,096 | $108.65 | $1.7B | −7,050,232 | −$984M |
| CRM - Salesforce | 4.28% | Reduce −2.5% | 9,828,924 | $165.04 | $1.6B | −249,099 | −$518M |
| ACN - Accenture Ireland · CLASS A | 4.22% | Reduce −3.7% | 5,769,613 | $277.65 | $1.6B | −219,052 | −$418M |
| UNH - Unitedhealth Group | 3.95% | Reduce −22.5% | 2,916,673 | $513.63 | $1.5B | −846,099 | −$421M |
| NOW - Servicenow | 3.92% | Reduce −2.9% | 3,126,014 | $475.52 | $1.5B | −93,586 | −$306M |
| ADSK - Autodesk | 3.82% | Reduce −2.6% | 8,421,390 | $171.96 | $1.4B | −228,722 | −$406M |
| ABNB - Airbnb · CL A | 3.01% | Reduce −1.1% | 12,811,398 | $89.08 | $1.1B | −142,127 | −$1.1B |
| ZTS - Zoetis · CL A | 2.71% | Reduce −10.7% | 5,990,891 | $171.89 | $1B | −715,481 | −$235M |
| PYPL - Paypal | 2.39% | Add +0.5% | 12,969,867 | $69.84 | $906M | +58,188 | −$587M |
| NFLX - Netflix | 2.20% | Reduce −4.8% | 4,763,359 | $174.87 | $833M | −242,171 | −$1B |
| NKE - NIKE · CL B | 2.15% | Reduce −3.9% | 7,972,260 | $102.20 | $815M | −320,997 | −$301M |
| IT - Gartner | 1.91% | Reduce −11.8% | 2,995,281 | $241.83 | $724M | −401,917 | −$286M |
| ISRG - Intuitive Surgical | 1.82% | Reduce −3.7% | 3,438,398 | $200.71 | $690M | −133,285 | −$387M |
| ILMN - Illumina | 1.36% | Add +6.0% | 2,790,228 | $184.36 | $514M | +159,057 | −$405M |
| DOCU - Docusign | 1.30% | Add +55.1% | 8,613,159 | $57.38 | $494M | +3,061,367 | −$100M |
| ALGN - Align Technology | 1.20% | Add +2.5% | 1,918,921 | $236.67 | $454M | +47,184 | −$362M |
| GOOGL - Alphabet · CL A | 1.02% | Reduce −0.1% | 178,255 | $2,179 | $388M | −196 | −$108M |
| ICLR - ICON | 0.80% | Reduce −9.8% | 1,404,775 | $216.70 | $304M | −152,275 | −$74M |
| IWF - Ishares Tr | 0.67% | Add +4.6% | 1,163,904 | $218.70 | $255M | +51,291 | −$54M |
| AON - AON PLC · CL A | 0.66% | Reduce −5.1% | 934,339 | $269.68 | $252M | −50,357 | −$69M |
| ADP - Automatic Data Processing | 0.22% | Add +57.8% | 404,815 | $210.04 | $85M | +148,308 | +$27M |
| MDT - Medtronic | 0.21% | Reduce −5.0% | 901,899 | $89.75 | $81M | −47,890 | −$24M |
| SAP - Sap Se | 0.20% | Reduce −11.6% | 822,456 | $90.72 | $75M | −108,213 | −$29M |
| SBUX - Starbucks | 0.16% | Reduce −9.0% | 773,038 | $76.39 | $59M | −76,816 | −$18M |
| GLOB - Globant S A | 0.10% | Add +39.3% | 220,281 | $174.00 | $38M | +62,113 | −$3M |
| ASML — | 0.09% | Reduce −7.6% | 73,525 | $475.88 | $35M | −6,025 | −$18M |
| MELI - Mercadolibre | 0.07% | Reduce −3.7% | 41,709 | $636.86 | $27M | −1,581 | −$25M |
| UL - Unilever | 0.06% | Reduce −7.5% | 503,017 | $45.83 | $23M | −40,855 | −$2M |
| SHOP - Shopify · CL A | 0.04% | Add +834.1% | 512,852 | $31.24 | $16M | +457,950 | −$21M |
| ACWI - Ishares Tr | 0.04% | Add +359.4% | 178,941 | $83.89 | $15M | +139,986 | +$11M |
| FOXA - Fox Factory | 0.04% | Reduce −15.6% | 165,681 | $80.54 | $13M | −30,522 | −$6M |
| QLYS - Qualys | 0.03% | Reduce −14.0% | 98,820 | $126.14 | $12M | −16,044 | −$4M |
| HLI - Houlihan Lokey · CL A | 0.03% | Reduce −16.4% | 146,055 | $78.93 | $12M | −28,562 | −$4M |
| YETI — | 0.03% | Reduce −14.1% | 259,028 | $43.27 | $11M | −42,466 | −$7M |
| GSHD - Goosehead Ins · CL A | 0.03% | Add +7.5% | 232,196 | $45.67 | $11M | +16,174 | −$6M |
| AMN - Amn Healthcare Svcs | 0.03% | Reduce −33.5% | 91,554 | $109.71 | $10M | −46,137 | −$4M |
| Revolve Group · CL A | 0.03% | Reduce −6.8% | 382,830 | $25.91 | $10M | −28,047 | −$12M |
| ALRM - Alarm | 0.03% | Reduce −16.3% | 160,207 | $61.86 | $10M | −31,094 | −$3M |
| FIVE - Five Below | 0.02% | Add +412.8% | 81,911 | $113.43 | $9M | +65,939 | +$7M |
| PGNY - Progyny | 0.02% | Reduce −16.0% | 309,470 | $29.05 | $9M | −58,889 | −$10M |
| BL - Blackline | 0.02% | Reduce −14.5% | 132,207 | $66.60 | $9M | −22,490 | −$3M |
| HLNE - Hamilton Lane · CL A | 0.02% | Add +34.9% | 129,556 | $67.18 | $9M | +33,492 | +$1M |
| Endava | 0.02% | Reduce −46.5% | 92,827 | $88.27 | $8M | −80,706 | −$15M |
| OLO · CL A | 0.02% | Add +3.6% | 771,763 | $9.87 | $8M | +27,091 | −$2M |
| Skillsoft · CL A | 0.02% | Hold | 1,768,064 | $3.82 | $7M | — | — |
| Duck Creek Technologies | 0.02% | Reduce −15.9% | 437,998 | $14.85 | $7M | −82,954 | −$5M |
| Altair Engr · CL A | 0.02% | Reduce −15.1% | 122,511 | $52.50 | $6M | −21,725 | −$3M |
| WING - Wingstop | 0.02% | Reduce −16.8% | 85,601 | $74.77 | $6M | −17,340 | −$6M |
| BMBL - Bumble · CL A | 0.02% | Reduce −11.6% | 225,571 | $28.15 | $6M | −29,510 | −$1M |
| ACWX - Ishares Tr | 0.02% | Reduce −73.3% | 141,015 | $45.00 | $6M | −387,290 | −$21M |
| CATH - Global X Fds | 0.02% | Reduce −8.1% | 132,208 | $45.92 | $6M | −11,629 | −$2M |
| APPF - Appfolio · CL A | 0.01% | Reduce −48.5% | 62,330 | $90.65 | $6M | −58,589 | −$8M |
| AZTA - Azenta | 0.01% | New | 64,118 | $72.10 | $5M | +64,118 | +$5M |
| Paylocity | 0.01% | Reduce −16.7% | 25,562 | $174.44 | $4M | −5,128 | −$2M |
| DOCS - Doximity · CL A | 0.01% | New | 127,720 | $34.82 | $4M | +127,720 | +$4M |
| WRBY - Warby Parker · CL A | 0.01% | Reduce −16.0% | 367,609 | $11.26 | $4M | −70,185 | −$11M |
| Helen Of Troy | 0.01% | Reduce −17.7% | 25,105 | $162.40 | $4M | −5,393 | −$2M |
| SITE - Siteone Landscape Supply | 0.01% | New | 33,894 | $118.87 | $4M | +33,894 | +$4M |
| Farfetch · CL A | 0.01% | Reduce −13.6% | 540,614 | $7.16 | $4M | −85,045 | −$6M |
| PAYC - Paycom Software | 0.01% | Reduce −13.8% | 13,322 | $280.14 | $4M | −2,135 | −$2M |
| DT - Dynatrace | 0.01% | Reduce −16.5% | 91,541 | $39.44 | $4M | −18,067 | −$2M |
| FICO - Fair Isaac | 0.01% | Reduce −13.2% | 7,684 | $400.96 | $3M | −1,169 | −$1M |
| FND - Floor & Decor · CL A | 0.01% | Reduce −4.5% | 33,616 | $62.95 | $2M | −1,585 | −$735K |
| CPRT - Copart | 0.01% | Reduce −21.6% | 18,188 | $108.64 | $2M | −5,020 | −$936K |
| TREX — | 0.00% | Reduce −21.6% | 32,238 | $54.41 | $2M | −8,876 | −$932K |
| TYL - Tyler Technologies | 0.00% | Reduce −15.2% | 5,036 | $332.41 | $2M | −903 | −$968K |
| TTD - The Trade Desk · CL A | 0.00% | Add +6.7% | 38,729 | $41.88 | $2M | +2,444 | −$891K |
| ETSY - ETSY Inc | 0.00% | Reduce −51.8% | 17,324 | $73.19 | $1M | −18,652 | −$3M |
| TME - Tencent Music Entmt Group | 0.00% | Add +15.3% | 219,849 | $5.02 | $1M | +29,210 | +$176K |
| RH | 0.00% | Reduce −58.2% | 5,050 | $212.28 | $1M | −7,031 | −$3M |
| Karooooo | 0.00% | Add +7.1% | 44,123 | $21.51 | $949K | +2,939 | −$272K |
| Myt Netherlands Parent B V | 0.00% | Add +33.0% | 82,527 | $9.88 | $815K | +20,498 | +$56K |
| Timothy Plan | 0.00% | Reduce −30.2% | 21,968 | $31.27 | $687K | −9,524 | −$459K |
Showing top 50 of 80 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MSCI - MSCI Inc | 0.84% | Exit | 0 | $502.88 | $431M | −856,456 | −$431M |
| TRUP - Trupanion | 0.03% | Exit | 0 | $89.12 | $18M | −198,273 | −$18M |
| MBUU - Malibu Boats · CL A | 0.01% | Exit | 0 | $58.01 | $7M | −128,245 | −$7M |
| CMRC - Bigcommerce | 0.01% | Exit | 0 | $21.91 | $6M | −285,540 | −$6M |
| Aspen Technology | 0.01% | Exit | 0 | $165.37 | $4M | −25,392 | −$4M |
| REGN - Regeneron Pharmaceuticals | — | Exit | 0 | $698.48 | $966K | −1,383 | −$966K |
| MEDP - Medpace | — | Exit | 0 | $163.56 | $745K | −4,555 | −$745K |
| ORLY - Oreilly Automotive | — | Exit | 0 | $685.02 | $709K | −1,035 | −$709K |
| DG - Dollar Gen | — | Exit | 0 | $222.49 | $637K | −2,863 | −$637K |
| EXPO - Exponent | — | Exit | 0 | $108.11 | $485K | −4,486 | −$485K |
| ORCL - Oracle | — | Exit | 0 | $82.78 | $349K | −4,216 | −$349K |
| BKNG - Booking | — | Exit | 0 | $2,351 | $315K | −134 | −$315K |
| IWM - Ishares Tr | — | Exit | 0 | $204.94 | $249K | −1,215 | −$249K |
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