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 | 11.77% | Reduce −0.9% | 37,237,857 | $113.00 | $4.2B | −322,748 | +$219M |
| GOOG - Alphabet · CL C | 7.66% | Add +1896.1% | 28,471,359 | $96.15 | $2.7B | +27,045,038 | −$382M |
| MSFT - Microsoft | 6.25% | Add +1.4% | 9,600,504 | $232.90 | $2.2B | +131,430 | −$196M |
| ADBE - Adobe Systems | 5.33% | Add +1.1% | 6,930,964 | $275.20 | $1.9B | +76,097 | −$602M |
| V - VISA · CL A | 5.05% | Reduce −18.5% | 10,165,168 | $177.65 | $1.8B | −2,313,368 | −$651M |
| META - Meta Platforms · CL A | 5.03% | Add +0.6% | 13,265,354 | $135.68 | $1.8B | +78,927 | −$326M |
| MA - Mastercard · CL A | 4.89% | Reduce −19.5% | 6,151,516 | $284.34 | $1.7B | −1,490,828 | −$662M |
| NFLX - Netflix | 4.83% | Add +53.9% | 7,332,431 | $235.44 | $1.7B | +2,569,072 | +$893M |
| CRM - Salesforce | 4.45% | Add +12.5% | 11,057,687 | $143.84 | $1.6B | +1,228,763 | −$32M |
| ADSK - Autodesk | 4.40% | Add 0.0% | 8,424,908 | $186.80 | $1.6B | +3,518 | +$126M |
| ABT - Abbott Labs | 4.25% | Add +2.1% | 15,689,512 | $96.76 | $1.5B | +316,416 | −$152M |
| NOW - Servicenow | 4.17% | Add +26.5% | 3,953,299 | $377.61 | $1.5B | +827,285 | +$6M |
| ACN - Accenture Ireland · CLASS A | 4.17% | Add +0.5% | 5,799,259 | $257.30 | $1.5B | +29,646 | −$110M |
| UNH - Unitedhealth Group | 4.02% | Reduce −2.3% | 2,849,593 | $505.04 | $1.4B | −67,080 | −$59M |
| ABNB - Airbnb · CL A | 3.73% | Reduce −1.0% | 12,685,378 | $105.04 | $1.3B | −126,020 | +$191M |
| PYPL - Paypal | 3.07% | Reduce −1.8% | 12,742,055 | $86.07 | $1.1B | −227,812 | +$191M |
| ZTS - Zoetis · CL A | 2.47% | Reduce −0.5% | 5,963,848 | $148.29 | $884M | −27,043 | −$145M |
| ILMN - Illumina | 2.41% | Add +62.0% | 4,521,397 | $190.79 | $863M | +1,731,169 | +$348M |
| IT - Gartner | 2.23% | Reduce −3.7% | 2,884,216 | $276.69 | $798M | −111,065 | +$74M |
| NKE - NIKE · CL B | 1.88% | Add +1.7% | 8,105,103 | $83.12 | $674M | +132,843 | −$141M |
| DOCU - Docusign | 1.29% | Add +0.4% | 8,647,060 | $53.47 | $462M | +33,901 | −$32M |
| ALGN - Align Technology | 1.15% | Add +3.6% | 1,988,038 | $207.11 | $412M | +69,117 | −$42M |
| GOOGL - Alphabet · CL A | 0.96% | Add +1914.1% | 3,590,163 | $95.65 | $343M | +3,411,908 | −$45M |
| ICLR - ICON | 0.85% | Add +18.4% | 1,663,024 | $183.78 | $306M | +258,249 | +$1M |
| AON - AON PLC · CL A | 0.80% | Add +13.9% | 1,064,589 | $267.87 | $285M | +130,250 | +$33M |
| IWF - Ishares Tr | 0.35% | Reduce −49.3% | 590,425 | $210.40 | $124M | −573,479 | −$130M |
| ADP - Automatic Data Processing | 0.35% | Add +35.3% | 547,696 | $226.19 | $124M | +142,881 | +$39M |
| SAP - Sap Se | 0.33% | Add +74.9% | 1,438,757 | $81.25 | $117M | +616,301 | +$42M |
| SBUX - Starbucks | 0.22% | Add +23.2% | 952,239 | $84.26 | $80M | +179,201 | +$21M |
| MDT - Medtronic | 0.21% | Add +1.1% | 911,475 | $80.75 | $74M | +9,576 | −$7M |
| GLOB - Globant S A | 0.13% | Add +9.9% | 242,133 | $187.08 | $45M | +21,852 | +$7M |
| MELI - Mercadolibre | 0.10% | Add +0.8% | 42,040 | $827.78 | $35M | +331 | +$8M |
| ASML — | 0.09% | Add +4.2% | 76,630 | $415.35 | $32M | +3,105 | −$3M |
| ACWI - Ishares Tr | 0.07% | Add +85.1% | 331,140 | $77.83 | $26M | +152,199 | +$11M |
| UL - Unilever | 0.06% | Add +4.4% | 524,945 | $43.84 | $23M | +21,928 | −$39K |
| QLYS - Qualys | 0.04% | Add +12.3% | 111,002 | $139.39 | $15M | +12,182 | +$3M |
| FIVE - Five Below | 0.04% | Add +35.2% | 110,707 | $137.67 | $15M | +28,796 | +$6M |
| FOXA - Fox Factory | 0.04% | Add +8.8% | 180,336 | $79.08 | $14M | +14,655 | +$917K |
| SHOP - Shopify · CL A | 0.04% | Add +2.2% | 524,274 | $26.94 | $14M | +11,422 | −$2M |
| PGNY - Progyny | 0.03% | Add +9.1% | 337,641 | $37.06 | $13M | +28,171 | +$4M |
| HLI - Houlihan Lokey · CL A | 0.03% | Add +9.6% | 160,096 | $75.38 | $12M | +14,041 | +$540K |
| WING - Wingstop | 0.03% | Add +6.6% | 91,282 | $125.42 | $11M | +5,681 | +$5M |
| ALRM - Alarm | 0.03% | Add +8.9% | 174,449 | $64.86 | $11M | +14,242 | +$1M |
| GSHD - Goosehead Ins · CL A | 0.03% | Add +35.0% | 313,367 | $35.64 | $11M | +81,171 | +$564K |
| Revolve Group · CL A | 0.03% | Add +30.2% | 498,621 | $21.69 | $11M | +115,791 | +$896K |
| Endava | 0.03% | Add +34.2% | 124,597 | $80.63 | $10M | +31,770 | +$2M |
| BL - Blackline | 0.02% | Add +10.6% | 146,222 | $59.90 | $9M | +14,015 | −$46K |
| HLNE - Hamilton Lane · CL A | 0.02% | Add +9.1% | 141,283 | $59.61 | $8M | +11,727 | −$282K |
| YETI — | 0.02% | Add +8.7% | 281,542 | $28.52 | $8M | +22,514 | −$3M |
| AMN - Amn Healthcare Svcs | 0.02% | Reduce −23.3% | 70,265 | $105.96 | $7M | −21,289 | −$3M |
| APPF - Appfolio · CL A | 0.02% | Add +11.3% | 69,356 | $104.72 | $7M | +7,026 | +$2M |
| Duck Creek Technologies | 0.02% | Add +35.1% | 591,723 | $11.85 | $7M | +153,725 | +$508K |
| BMBL - Bumble · CL A | 0.02% | Add +41.6% | 319,451 | $21.49 | $7M | +93,880 | +$515K |
| OLO · CL A | 0.02% | Add +9.2% | 842,779 | $7.90 | $7M | +71,016 | −$959K |
| DOCS - Doximity · CL A | 0.02% | Add +65.9% | 211,853 | $30.22 | $6M | +84,133 | +$2M |
| EEFT - Euronet Worldwide | 0.02% | New | 83,011 | $75.76 | $6M | +83,011 | +$6M |
| PAYC - Paycom Software | 0.02% | Add +39.3% | 18,563 | $330.01 | $6M | +5,241 | +$2M |
| Altair Engr · CL A | 0.02% | Add +11.1% | 136,138 | $44.22 | $6M | +13,627 | −$412K |
| CATH - Global X Fds | 0.01% | Reduce −7.5% | 122,342 | $43.65 | $5M | −9,866 | −$731K |
| DT - Dynatrace | 0.01% | Add +67.4% | 153,252 | $34.81 | $5M | +61,711 | +$2M |
| WRBY - Warby Parker · CL A | 0.01% | Add +8.8% | 399,804 | $13.34 | $5M | +32,195 | +$1M |
| AZTA - Azenta | 0.01% | Add +85.9% | 119,193 | $42.86 | $5M | +55,075 | +$486K |
| Farfetch · CL A | 0.01% | Add +8.2% | 585,165 | $7.45 | $4M | +44,551 | +$488K |
| ACWX - Ishares Tr | 0.01% | Reduce −24.3% | 106,695 | $40.01 | $4M | −34,320 | −$2M |
| SITE - Siteone Landscape Supply | 0.01% | Add +10.4% | 37,428 | $104.15 | $4M | +3,534 | −$131K |
| FND - Floor & Decor · CL A | 0.01% | Add +47.3% | 49,531 | $70.26 | $3M | +15,915 | +$1M |
| Skillsoft · CL A | 0.01% | Hold | 1,768,064 | $1.83 | $3M | — | — |
| FICO - Fair Isaac | 0.01% | Reduce −2.3% | 7,511 | $412.06 | $3M | −173 | +$14K |
| Helen Of Troy | 0.01% | Add +10.8% | 27,816 | $96.46 | $3M | +2,711 | −$1M |
| TTD - The Trade Desk · CL A | 0.01% | Add +0.5% | 38,939 | $59.76 | $2M | +210 | +$705K |
| IWM - Ishares Tr | 0.01% | New | 13,325 | $164.95 | $2M | +13,325 | +$2M |
| Aspen Technology | 0.01% | Add +0.4% | 8,270 | $238.21 | $2M | +35 | +$457K |
| CPRT - Copart | 0.01% | Add +0.3% | 18,251 | $106.41 | $2M | +63 | −$34K |
| TYL - Tyler Technologies | 0.01% | Add +2.4% | 5,158 | $347.42 | $2M | +122 | +$118K |
| ETSY - ETSY Inc | 0.00% | Add +0.3% | 17,372 | $100.10 | $2M | +48 | +$471K |
| TREX — | 0.00% | Add +0.3% | 32,342 | $43.94 | $1M | +104 | −$333K |
| RH | 0.00% | Add +0.2% | 5,060 | $246.05 | $1M | +10 | +$173K |
| Karooooo | 0.00% | Reduce −1.5% | 43,453 | $23.80 | $1M | −670 | +$85K |
| Myt Netherlands Parent B V | 0.00% | Add +0.5% | 82,917 | $11.52 | $955K | +390 | +$140K |
| CRL - Charles Riv Labs Intl | 0.00% | Reduce −0.7% | 4,650 | $196.77 | $915K | −35 | −$87K |
| TME - Tencent Music Entmt Group | 0.00% | Reduce −1.8% | 215,949 | $4.06 | $877K | −3,900 | −$227K |
| ISRG - Intuitive Surgical | 0.00% | Reduce −99.9% | 3,897 | $187.32 | $730K | −3,434,501 | −$689M |
| Timothy Plan | 0.00% | Reduce −1.0% | 21,752 | $30.16 | $656K | −216 | −$31K |
Showing top 50 of 83 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Paylocity | 0.01% | Exit | 0 | $174.44 | $4M | −25,562 | −$4M |
| XYZ - Block · CL A | — | Exit | 0 | $61.47 | $294K | −4,783 | −$294K |
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