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 | 8.61% | Reduce −5.6% | 35,148,401 | $84.00 | $3B | −2,089,456 | −$1.3B |
| GOOG - Alphabet · CL C | 6.82% | Reduce −7.4% | 26,360,711 | $88.73 | $2.3B | −2,110,648 | −$399M |
| MSFT - Microsoft | 6.64% | Reduce −1.1% | 9,494,199 | $239.82 | $2.3B | −106,305 | +$41M |
| ADBE - Adobe Systems | 6.16% | Reduce −9.5% | 6,270,216 | $336.53 | $2.1B | −660,748 | +$203M |
| NFLX - Netflix | 5.96% | Reduce −5.5% | 6,930,451 | $294.88 | $2B | −401,980 | +$317M |
| MA - Mastercard · CL A | 5.37% | Reduce −14.0% | 5,289,548 | $347.73 | $1.8B | −861,968 | +$90M |
| V - VISA · CL A | 5.25% | Reduce −14.9% | 8,654,720 | $207.76 | $1.8B | −1,510,448 | −$8M |
| NOW - Servicenow | 5.04% | Add +12.6% | 4,452,974 | $388.27 | $1.7B | +499,675 | +$236M |
| ABT - Abbott Labs | 4.68% | Reduce −6.8% | 14,618,742 | $109.79 | $1.6B | −1,070,770 | +$87M |
| ADSK - Autodesk | 4.31% | Reduce −6.1% | 7,907,485 | $186.87 | $1.5B | −517,423 | −$96M |
| ACN - Accenture Ireland · CLASS A | 4.25% | Reduce −5.9% | 5,457,887 | $266.84 | $1.5B | −341,372 | −$36M |
| UNH - Unitedhealth Group | 4.22% | Reduce −4.3% | 2,725,675 | $530.18 | $1.4B | −123,918 | +$6M |
| CRM - Salesforce | 4.05% | Reduce −5.2% | 10,480,436 | $132.59 | $1.4B | −577,251 | −$201M |
| TMO - Thermo Fisher Scientific | 3.52% | New | 2,193,711 | $550.69 | $1.2B | +2,193,711 | +$1.2B |
| ILMN - Illumina | 2.98% | Add +11.7% | 5,048,402 | $202.20 | $1B | +527,005 | +$158M |
| ABNB - Airbnb · CL A | 2.95% | Reduce −6.8% | 11,828,267 | $85.50 | $1B | −857,111 | −$321M |
| IT - Gartner | 2.69% | Reduce −4.9% | 2,743,099 | $336.14 | $922M | −141,117 | +$124M |
| PYPL - Paypal | 2.54% | Reduce −3.9% | 12,244,474 | $71.22 | $872M | −497,581 | −$225M |
| ZTS - Zoetis · CL A | 2.39% | Reduce −6.1% | 5,602,029 | $146.55 | $821M | −361,819 | −$63M |
| NKE - NIKE · CL B | 2.23% | Reduce −19.5% | 6,524,307 | $117.01 | $763M | −1,580,796 | +$90M |
| IWF - Ishares Tr | 1.59% | Add +329.8% | 2,537,512 | $214.24 | $544M | +1,947,087 | +$419M |
| DOCU - Docusign | 1.33% | Reduce −5.1% | 8,209,972 | $55.42 | $455M | −437,088 | −$7M |
| ALGN - Align Technology | 1.03% | Reduce −15.8% | 1,674,073 | $210.90 | $353M | −313,965 | −$59M |
| GOOGL - Alphabet · CL A | 0.91% | Reduce −1.7% | 3,528,451 | $88.23 | $311M | −61,712 | −$32M |
| AON - AON PLC · CL A | 0.87% | Reduce −6.2% | 998,370 | $300.14 | $300M | −66,219 | +$14M |
| ICLR - ICON | 0.87% | Reduce −7.9% | 1,531,939 | $194.25 | $298M | −131,085 | −$8M |
| SAP - Sap Se | 0.40% | Reduce −7.1% | 1,336,698 | $103.19 | $138M | −102,059 | +$21M |
| ADP - Automatic Data Processing | 0.37% | Reduce −2.3% | 535,082 | $238.86 | $128M | −12,614 | +$4M |
| MDT - Medtronic | 0.18% | Reduce −10.7% | 813,991 | $77.72 | $63M | −97,484 | −$10M |
| UL - Unilever | 0.12% | Add +59.7% | 838,581 | $50.35 | $42M | +313,636 | +$19M |
| ACWI - Ishares Tr | 0.11% | Add +33.7% | 442,679 | $84.88 | $38M | +111,539 | +$12M |
| ASML — | 0.11% | Reduce −10.3% | 68,745 | $546.40 | $38M | −7,885 | +$6M |
| GLOB - Globant S A | 0.10% | Reduce −12.2% | 212,638 | $168.16 | $36M | −29,495 | −$10M |
| MELI - Mercadolibre | 0.10% | Reduce −8.0% | 38,663 | $846.24 | $33M | −3,377 | −$2M |
| EL - Estee Lauder · CL A | 0.09% | New | 124,162 | $248.11 | $31M | +124,162 | +$31M |
| SHOP - Shopify · CL A | 0.09% | Add +62.5% | 852,098 | $34.71 | $30M | +327,824 | +$15M |
| HDB - Hdfc Bank | 0.06% | New | 314,866 | $68.41 | $22M | +314,866 | +$22M |
| ACWX - Ishares Tr | 0.06% | Add +299.7% | 426,424 | $45.50 | $19M | +319,729 | +$15M |
| FIVE - Five Below | 0.05% | Reduce −18.1% | 90,653 | $176.87 | $16M | −20,054 | +$793K |
| HLI - Houlihan Lokey · CL A | 0.04% | Reduce −11.8% | 141,263 | $87.16 | $12M | −18,833 | +$244K |
| Ishares Tr | 0.03% | New | 135,869 | $81.52 | $11M | +135,869 | +$11M |
| CATH - Global X Fds | 0.03% | Add +93.9% | 237,214 | $46.52 | $11M | +114,872 | +$6M |
| QLYS - Qualys | 0.03% | Reduce −15.1% | 94,246 | $112.23 | $11M | −16,756 | −$5M |
| GSHD - Goosehead Ins · CL A | 0.03% | Reduce −6.5% | 292,967 | $34.34 | $10M | −20,400 | −$1M |
| WING - Wingstop | 0.03% | Reduce −21.8% | 71,383 | $137.62 | $10M | −19,899 | −$2M |
| Revolve Group · CL A | 0.03% | Reduce −13.1% | 433,236 | $22.26 | $10M | −65,385 | −$1M |
| FOXA - Fox Factory | 0.03% | Reduce −43.4% | 102,037 | $91.23 | $9M | −78,299 | −$5M |
| PGNY - Progyny | 0.03% | Reduce −12.9% | 294,075 | $31.15 | $9M | −43,566 | −$3M |
| YETI — | 0.03% | Reduce −25.1% | 210,867 | $41.31 | $9M | −70,675 | +$681K |
| Endava | 0.02% | Reduce −11.7% | 109,978 | $76.50 | $8M | −14,619 | −$2M |
| BL - Blackline | 0.02% | Reduce −15.8% | 123,090 | $67.27 | $8M | −23,132 | −$479K |
| HLNE - Hamilton Lane · CL A | 0.02% | Reduce −11.0% | 125,693 | $63.88 | $8M | −15,590 | −$393K |
| EEFT - Euronet Worldwide | 0.02% | Reduce −1.3% | 81,916 | $94.38 | $8M | −1,095 | +$1M |
| ALRM - Alarm | 0.02% | Reduce −13.3% | 151,177 | $49.48 | $7M | −23,272 | −$4M |
| DOCS - Doximity · CL A | 0.02% | Reduce −2.3% | 206,979 | $33.56 | $7M | −4,874 | +$544K |
| BMBL - Bumble · CL A | 0.02% | Reduce −2.8% | 310,453 | $21.05 | $7M | −8,998 | −$330K |
| APPF - Appfolio · CL A | 0.02% | Reduce −14.8% | 59,086 | $105.38 | $6M | −10,270 | −$1M |
| Duck Creek Technologies | 0.02% | Reduce −12.7% | 516,392 | $12.05 | $6M | −75,331 | −$789K |
| AZTA - Azenta | 0.02% | Reduce −15.3% | 100,954 | $58.22 | $6M | −18,239 | +$769K |
| DT - Dynatrace | 0.02% | Reduce −6.6% | 143,102 | $38.30 | $5M | −10,150 | +$146K |
| Altair Engr · CL A | 0.02% | Reduce −15.8% | 114,665 | $45.47 | $5M | −21,473 | −$806K |
| PAYC - Paycom Software | 0.01% | Reduce −11.7% | 16,390 | $310.31 | $5M | −2,173 | −$1M |
| WRBY - Warby Parker · CL A | 0.01% | Reduce −12.6% | 349,626 | $13.49 | $5M | −50,178 | −$617K |
| OLO · CL A | 0.01% | Reduce −13.2% | 731,579 | $6.25 | $5M | −111,200 | −$2M |
| Olaplex | 0.01% | New | 829,126 | $5.21 | $4M | +829,126 | +$4M |
| SITE - Siteone Landscape Supply | 0.01% | Reduce −14.1% | 32,151 | $117.32 | $4M | −5,277 | −$126K |
| AMN - Amn Healthcare Svcs | 0.01% | Reduce −49.3% | 35,647 | $102.82 | $4M | −34,618 | −$4M |
| FND - Floor & Decor · CL A | 0.01% | Reduce −5.3% | 46,917 | $69.63 | $3M | −2,614 | −$213K |
| RH | 0.01% | Add +141.6% | 12,224 | $267.19 | $3M | +7,164 | +$2M |
| IWM - Ishares Tr | 0.01% | Add +19.3% | 15,902 | $174.36 | $3M | +2,577 | +$575K |
| Helen Of Troy | 0.01% | Reduce −16.0% | 23,378 | $110.91 | $3M | −4,438 | −$90K |
| Farfetch · CL A | 0.01% | Reduce −11.1% | 519,959 | $4.73 | $2M | −65,206 | −$2M |
| CPRT - Copart | 0.01% | Add +107.2% | 37,814 | $60.89 | $2M | +19,563 | +$360K |
| Skillsoft · CL A | 0.01% | Hold | 1,768,064 | $1.30 | $2M | — | — |
| SITM - Sitime | 0.01% | New | 22,008 | $101.62 | $2M | +22,008 | +$2M |
| TYL - Tyler Technologies | 0.01% | Add +30.1% | 6,708 | $322.41 | $2M | +1,550 | +$371K |
| ETSY - ETSY Inc | 0.01% | Add +3.6% | 17,990 | $119.78 | $2M | +618 | +$416K |
| FSV - Firstservice | 0.01% | New | 15,120 | $122.55 | $2M | +15,120 | +$2M |
| CCC — | 0.01% | New | 208,827 | $8.70 | $2M | +208,827 | +$2M |
| TTD - The Trade Desk · CL A | 0.01% | Add +3.6% | 40,329 | $44.83 | $2M | +1,390 | −$519K |
| Aspen Technology | 0.01% | Add +3.4% | 8,549 | $205.40 | $2M | +279 | −$214K |
| FICO - Fair Isaac | 0.00% | Reduce −65.9% | 2,559 | $598.58 | $2M | −4,952 | −$2M |
| TREX — | 0.00% | Add +3.5% | 33,488 | $42.33 | $1M | +1,146 | −$3K |
| CRL - Charles Riv Labs Intl | 0.00% | Add +22.3% | 5,688 | $217.90 | $1M | +1,038 | +$324K |
| TME - Tencent Music Entmt Group | 0.00% | Reduce −35.3% | 139,810 | $8.28 | $1M | −76,139 | +$281K |
| Karooooo | 0.00% | Add +6.4% | 46,253 | $23.30 | $1M | +2,800 | +$44K |
| Timothy Plan | 0.00% | Reduce −3.0% | 21,107 | $33.50 | $707K | −645 | +$51K |
| Myt Netherlands Parent B V | 0.00% | Reduce −9.2% | 75,327 | $8.91 | $671K | −7,590 | −$284K |
| META - Meta Platforms · CL A | 0.00% | Reduce −100.0% | 4,860 | $120.34 | $585K | −13,260,494 | −$1.8B |
| SBUX - Starbucks | 0.00% | Reduce −99.7% | 3,009 | $99.20 | $298K | −949,230 | −$80M |
Showing top 50 of 90 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ISRG - Intuitive Surgical | — | Exit | 0 | $187.32 | $730K | −3,897 | −$730K |
| JPM - J P Morgan | — | Exit | 0 | $50.38 | $296K | −5,875 | −$296K |
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