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 | 12.22% | Add +27.7% | 44,882,757 | $103.29 | $4.6B | +9,734,356 | +$1.7B |
| MSFT - Microsoft | 7.02% | Reduce −2.7% | 9,241,270 | $288.30 | $2.7B | −252,929 | +$387M |
| NFLX - Netflix | 6.34% | Add +0.4% | 6,958,228 | $345.48 | $2.4B | +27,777 | +$360M |
| GOOG - Alphabet · CL C | 5.84% | Reduce −19.2% | 21,307,629 | $104.00 | $2.2B | −5,053,082 | −$123M |
| CRM - Salesforce | 5.54% | Add +0.3% | 10,514,664 | $199.78 | $2.1B | +34,228 | +$711M |
| NOW - Servicenow | 5.41% | Reduce −0.9% | 4,412,757 | $464.72 | $2.1B | −40,217 | +$322M |
| MA - Mastercard · CL A | 4.94% | Reduce −2.4% | 5,160,257 | $363.41 | $1.9B | −129,291 | +$36M |
| ADBE - Adobe Systems | 4.93% | Reduce −22.6% | 4,850,130 | $385.37 | $1.9B | −1,420,086 | −$241M |
| V - VISA · CL A | 4.80% | Reduce −6.8% | 8,069,329 | $225.46 | $1.8B | −585,391 | +$21M |
| ADSK - Autodesk | 4.32% | Reduce −0.5% | 7,867,086 | $208.16 | $1.6B | −40,399 | +$160M |
| ACN - Accenture Ireland · CLASS A | 4.03% | Reduce −2.0% | 5,346,794 | $285.81 | $1.5B | −111,093 | +$72M |
| ABNB - Airbnb · CL A | 3.90% | Add +0.6% | 11,902,558 | $124.40 | $1.5B | +74,291 | +$469M |
| ABT - Abbott Labs | 3.80% | Reduce −2.5% | 14,249,447 | $101.26 | $1.4B | −369,295 | −$162M |
| TMO - Thermo Fisher Scientific | 3.45% | Add +3.5% | 2,270,936 | $576.37 | $1.3B | +77,225 | +$101M |
| UNH - Unitedhealth Group | 3.38% | Reduce −0.5% | 2,712,634 | $472.59 | $1.3B | −13,041 | −$163M |
| ILMN - Illumina | 3.12% | Add +0.7% | 5,082,478 | $232.55 | $1.2B | +34,076 | +$161M |
| PYPL - Paypal | 2.51% | Add +2.3% | 12,520,376 | $75.94 | $951M | +275,902 | +$79M |
| ZTS - Zoetis · CL A | 2.43% | Reduce −1.2% | 5,533,674 | $166.44 | $921M | −68,355 | +$100M |
| IT - Gartner | 2.33% | Reduce −1.3% | 2,707,371 | $325.77 | $882M | −35,728 | −$40M |
| NKE - NIKE · CL B | 2.09% | Reduce −0.8% | 6,475,261 | $122.64 | $794M | −49,046 | +$31M |
| ALGN - Align Technology | 1.43% | Reduce −3.1% | 1,621,415 | $334.14 | $542M | −52,658 | +$189M |
| DOCU - Docusign | 1.30% | Add +3.3% | 8,480,109 | $58.30 | $494M | +270,137 | +$39M |
| ICLR - ICON | 0.84% | Reduce −3.0% | 1,486,714 | $213.59 | $318M | −45,225 | +$20M |
| AON - AON PLC · CL A | 0.69% | Reduce −17.4% | 824,504 | $315.29 | $260M | −173,866 | −$40M |
| GOOGL - Alphabet · CL A | 0.62% | Reduce −35.3% | 2,282,136 | $103.73 | $237M | −1,246,315 | −$75M |
| SAP - Sap Se | 0.44% | Reduce −1.5% | 1,316,552 | $126.55 | $167M | −20,146 | +$29M |
| ADP - Automatic Data Processing | 0.32% | Add +0.4% | 537,453 | $222.63 | $120M | +2,371 | −$8M |
| MELI - Mercadolibre | 0.18% | Add +31.0% | 50,654 | $1,318 | $67M | +11,991 | +$34M |
| MDT - Medtronic | 0.17% | Reduce −1.4% | 802,374 | $80.62 | $65M | −11,617 | +$1M |
| ASML — | 0.12% | Reduce −3.7% | 66,229 | $680.71 | $45M | −2,516 | +$8M |
| UL - Unilever | 0.11% | Reduce −5.2% | 795,332 | $51.93 | $41M | −43,249 | −$921K |
| SHOP - Shopify · CL A | 0.10% | Reduce −4.1% | 817,385 | $47.94 | $39M | −34,713 | +$10M |
| IWF - Ishares Tr | 0.09% | Reduce −94.6% | 136,912 | $244.33 | $33M | −2,400,600 | −$510M |
| GLOB - Globant S A | 0.09% | Reduce −5.7% | 200,552 | $164.01 | $33M | −12,086 | −$3M |
| EL - Estee Lauder · CL A | 0.08% | Reduce −3.0% | 120,452 | $246.46 | $30M | −3,710 | −$1M |
| TME - Tencent Music Entmt Group | 0.07% | Add +2336.8% | 3,406,947 | $8.28 | $28M | +3,267,137 | +$27M |
| HDB - Hdfc Bank | 0.05% | Reduce −5.9% | 296,215 | $66.67 | $20M | −18,651 | −$2M |
| LVS - Las Vegas Sands | 0.05% | Add +3481.7% | 324,148 | $57.45 | $19M | +315,098 | +$18M |
| ATHM - Autohome · CL A | 0.04% | New | 500,307 | $33.47 | $17M | +500,307 | +$17M |
| FIVE - Five Below | 0.04% | Reduce −17.8% | 74,490 | $205.97 | $15M | −16,163 | −$691K |
| GSHD - Goosehead Ins · CL A | 0.04% | Reduce −0.8% | 290,768 | $52.20 | $15M | −2,199 | +$5M |
| Dlocal · CLASS A | 0.04% | Add +2055.6% | 898,034 | $16.22 | $15M | +856,374 | +$14M |
| EPAM - Epam Sys | 0.04% | New | 44,628 | $299.00 | $13M | +44,628 | +$13M |
| HLI - Houlihan Lokey · CL A | 0.03% | Reduce −2.6% | 137,581 | $87.49 | $12M | −3,682 | −$275K |
| FOXA - Fox Factory | 0.03% | Reduce −5.4% | 96,524 | $121.37 | $12M | −5,513 | +$2M |
| Revolve Group · CL A | 0.03% | Reduce −0.5% | 431,086 | $26.30 | $11M | −2,150 | +$2M |
| ACWI - Ishares Tr | 0.03% | Reduce −75.1% | 110,412 | $91.16 | $10M | −332,267 | −$28M |
| WING - Wingstop | 0.03% | Reduce −26.5% | 52,473 | $183.58 | $10M | −18,910 | −$191K |
| PGNY - Progyny | 0.02% | Reduce −1.3% | 290,399 | $32.12 | $9M | −3,676 | +$167K |
| HLNE - Hamilton Lane · CL A | 0.02% | Reduce −2.6% | 122,364 | $73.98 | $9M | −3,329 | +$1M |
| EEFT - Euronet Worldwide | 0.02% | Reduce −2.6% | 79,811 | $111.90 | $9M | −2,105 | +$1M |
| YETI — | 0.02% | Reduce −0.7% | 209,456 | $40.00 | $8M | −1,411 | −$333K |
| BL - Blackline | 0.02% | Reduce −0.7% | 122,239 | $67.15 | $8M | −851 | −$72K |
| QLYS - Qualys | 0.02% | Reduce −33.8% | 62,362 | $130.02 | $8M | −31,884 | −$2M |
| ALRM - Alarm | 0.02% | Reduce −0.5% | 150,357 | $50.28 | $8M | −820 | +$80K |
| Endava | 0.02% | Reduce −1.0% | 108,876 | $67.18 | $7M | −1,102 | −$1M |
| BMBL - Bumble · CL A | 0.02% | Add +20.4% | 373,905 | $19.55 | $7M | +63,452 | +$775K |
| APPF - Appfolio · CL A | 0.02% | Reduce −1.9% | 57,940 | $124.48 | $7M | −1,146 | +$986K |
| ALITEUR - Alight · CL A | 0.02% | New | 747,548 | $9.21 | $7M | +747,548 | +$7M |
| DOCS - Doximity · CL A | 0.02% | Reduce −2.2% | 202,352 | $32.38 | $7M | −4,627 | −$394K |
| CCC — | 0.02% | Add +221.2% | 670,775 | $8.97 | $6M | +461,948 | +$4M |
| FSV - Firstservice | 0.02% | Add +180.7% | 42,447 | $140.99 | $6M | +27,327 | +$4M |
| OLO · CL A | 0.02% | Reduce −0.5% | 727,766 | $8.16 | $6M | −3,813 | +$1M |
| DT - Dynatrace | 0.02% | Reduce −2.2% | 140,021 | $42.30 | $6M | −3,081 | +$442K |
| Altair Engr · CL A | 0.01% | Reduce −38.8% | 70,197 | $72.11 | $5M | −44,468 | −$152K |
| PAYC - Paycom Software | 0.01% | Reduce −1.9% | 16,072 | $304.01 | $5M | −318 | −$200K |
| RH | 0.01% | Add +59.7% | 19,516 | $243.55 | $5M | +7,292 | +$1M |
| FND - Floor & Decor · CL A | 0.01% | Reduce −1.1% | 46,405 | $98.22 | $5M | −512 | +$1M |
| TYL - Tyler Technologies | 0.01% | Add +84.2% | 12,353 | $354.64 | $4M | +5,645 | +$2M |
| SITE - Siteone Landscape Supply | 0.01% | Reduce −2.2% | 31,453 | $136.87 | $4M | −698 | +$533K |
| ACWX - Ishares Tr | 0.01% | Reduce −79.6% | 86,931 | $48.77 | $4M | −339,493 | −$15M |
| Holding | 0.01% | New | 150,393 | $25.43 | $4M | +150,393 | +$4M |
| WRBY - Warby Parker · CL A | 0.01% | Reduce −1.3% | 345,119 | $10.59 | $4M | −4,507 | −$1M |
| Skillsoft · CL A | 0.01% | Hold | 1,768,064 | $2.00 | $4M | — | — |
| DCGO - Docgo | 0.01% | New | 367,513 | $8.65 | $3M | +367,513 | +$3M |
| SITM - Sitime | 0.01% | Reduce −2.6% | 21,433 | $142.23 | $3M | −575 | +$812K |
| Karooooo | 0.01% | Add +175.9% | 127,603 | $23.20 | $3M | +81,350 | +$2M |
| AMN - Amn Healthcare Svcs | 0.01% | Reduce −2.8% | 34,652 | $82.96 | $3M | −995 | −$790K |
| CPRT - Copart | 0.01% | Reduce −3.6% | 36,443 | $75.21 | $3M | −1,371 | +$438K |
| CATH - Global X Fds | 0.01% | Reduce −77.7% | 52,892 | $50.20 | $3M | −184,322 | −$8M |
| Farfetch · CL A | 0.01% | Reduce −1.6% | 511,654 | $4.91 | $3M | −8,305 | +$53K |
| TTD - The Trade Desk · CL A | 0.01% | Reduce −3.6% | 38,871 | $60.91 | $2M | −1,458 | +$560K |
| Helen Of Troy | 0.01% | Reduce −0.2% | 23,325 | $95.17 | $2M | −53 | −$373K |
| ETSY - ETSY Inc | 0.01% | Reduce −3.3% | 17,402 | $111.33 | $2M | −588 | −$217K |
| Aspen Technology | 0.00% | Reduce −3.4% | 8,257 | $228.87 | $2M | −292 | +$134K |
| FICO - Fair Isaac | 0.00% | Reduce −0.4% | 2,550 | $702.69 | $2M | −9 | +$260K |
| TREX — | 0.00% | Reduce −3.6% | 32,293 | $48.67 | $2M | −1,195 | +$154K |
| CRL - Charles Riv Labs Intl | 0.00% | Reduce −3.9% | 5,469 | $201.82 | $1M | −219 | −$136K |
| Myt Netherlands Parent B V | 0.00% | Add +46.5% | 110,376 | $7.03 | $776K | +35,049 | +$105K |
| Timothy Plan | 0.00% | Reduce −24.5% | 15,939 | $34.45 | $549K | −5,168 | −$158K |
| META - Meta Platforms · CL A | 0.00% | Reduce −55.6% | 2,159 | $211.94 | $458K | −2,701 | −$127K |
Showing top 50 of 91 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Ishares Tr | 0.03% | Exit | 0 | $81.52 | $11M | −135,869 | −$11M |
| Duck Creek Technologies | 0.02% | Exit | 0 | $12.05 | $6M | −516,392 | −$6M |
| AZTA - Azenta | 0.02% | Exit | 0 | $58.22 | $6M | −100,954 | −$6M |
| Olaplex | 0.01% | Exit | 0 | $5.21 | $4M | −829,126 | −$4M |
| IWM - Ishares Tr | 0.01% | Exit | 0 | $174.38 | $3M | −15,902 | −$3M |
| SBUX - Starbucks | — | Exit | 0 | $99.04 | $298K | −3,009 | −$298K |
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