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 | 13.65% | Reduce −5.9% | 42,244,188 | $130.36 | $5.5B | −2,638,569 | +$871M |
| NFLX - Netflix | 7.22% | Reduce −5.0% | 6,608,014 | $440.49 | $2.9B | −350,214 | +$507M |
| MSFT - Microsoft | 6.27% | Reduce −19.7% | 7,424,001 | $340.54 | $2.5B | −1,817,269 | −$136M |
| GOOG - Alphabet · CL C | 6.10% | Reduce −4.6% | 20,328,899 | $120.97 | $2.5B | −978,730 | +$243M |
| NOW - Servicenow | 5.87% | Reduce −4.5% | 4,214,967 | $561.97 | $2.4B | −197,790 | +$318M |
| ADBE - Adobe Systems | 5.62% | Reduce −4.5% | 4,631,539 | $488.99 | $2.3B | −218,591 | +$396M |
| MA - Mastercard · CL A | 4.86% | Reduce −3.4% | 4,982,887 | $393.30 | $2B | −177,370 | +$84M |
| V - VISA · CL A | 4.63% | Reduce −2.6% | 7,856,523 | $237.48 | $1.9B | −212,806 | +$46M |
| CRM - Salesforce | 4.14% | Reduce −24.7% | 7,912,495 | $211.26 | $1.7B | −2,602,169 | −$429M |
| ACN - Accenture Ireland · CLASS A | 3.95% | Reduce −3.5% | 5,160,507 | $308.58 | $1.6B | −186,287 | +$64M |
| ABT - Abbott Labs | 3.75% | Reduce −2.7% | 13,861,854 | $109.02 | $1.5B | −387,593 | +$68M |
| ABNB - Airbnb · CL A | 3.67% | Reduce −2.9% | 11,554,490 | $128.16 | $1.5B | −348,068 | +$145K |
| PYPL - Paypal | 3.67% | Add +77.0% | 22,163,025 | $66.73 | $1.5B | +9,642,649 | +$528M |
| UNH - Unitedhealth Group | 3.17% | Reduce −2.1% | 2,656,274 | $480.64 | $1.3B | −56,360 | −$5M |
| TMO - Thermo Fisher Scientific | 2.90% | Reduce −1.4% | 2,238,649 | $521.75 | $1.2B | −32,287 | −$141M |
| ADSK - Autodesk | 2.78% | Reduce −30.3% | 5,480,511 | $204.61 | $1.1B | −2,386,575 | −$516M |
| ILMN - Illumina | 2.37% | Add +0.3% | 5,097,461 | $187.49 | $956M | +14,983 | −$226M |
| ZTS - Zoetis · CL A | 2.30% | Reduce −2.5% | 5,397,918 | $172.21 | $930M | −135,756 | +$9M |
| WDAY - Workday · CL A | 2.17% | New | 3,871,968 | $225.89 | $875M | +3,871,968 | +$875M |
| NKE - NIKE · CL B | 1.74% | Reduce −1.9% | 6,353,109 | $110.37 | $701M | −122,152 | −$93M |
| IT - Gartner | 1.70% | Reduce −27.9% | 1,952,855 | $350.31 | $684M | −754,516 | −$198M |
| ALGN - Align Technology | 1.39% | Reduce −2.4% | 1,582,077 | $353.64 | $559M | −39,338 | +$18M |
| DOCU - Docusign | 1.07% | Reduce −0.1% | 8,474,014 | $51.09 | $433M | −6,095 | −$61M |
| ICLR - ICON | 0.91% | Reduce −1.4% | 1,466,021 | $250.20 | $367M | −20,693 | +$49M |
| AON - AON PLC · CL A | 0.69% | Reduce −1.7% | 810,868 | $345.20 | $280M | −13,636 | +$20M |
| GOOGL - Alphabet · CL A | 0.67% | Reduce −1.1% | 2,256,727 | $119.70 | $270M | −25,409 | +$33M |
| SAP - Sap Se | 0.43% | Reduce −3.7% | 1,267,259 | $136.81 | $173M | −49,293 | +$7M |
| ADP - Automatic Data Processing | 0.30% | Add +1.5% | 545,332 | $219.79 | $120M | +7,879 | +$205K |
| MDT - Medtronic | 0.17% | Reduce −2.6% | 781,913 | $88.10 | $69M | −20,461 | +$4M |
| GLOB - Globant S A | 0.16% | Add +83.0% | 367,091 | $179.72 | $66M | +166,539 | +$33M |
| MELI - Mercadolibre | 0.14% | Reduce −4.5% | 48,386 | $1,185 | $57M | −2,268 | −$9M |
| SHOP - Shopify · CL A | 0.13% | Reduce −3.8% | 786,604 | $64.60 | $51M | −30,781 | +$12M |
| ASML — | 0.11% | Reduce −3.6% | 63,864 | $724.75 | $46M | −2,365 | +$1M |
| UL - Unilever | 0.10% | Reduce −3.8% | 765,200 | $52.13 | $40M | −30,132 | −$1M |
| IWF - Ishares Tr | 0.09% | Reduce −6.4% | 128,099 | $275.18 | $35M | −8,813 | +$2M |
| HDB - Hdfc Bank | 0.08% | Add +55.8% | 461,637 | $69.70 | $32M | +165,422 | +$12M |
| EL - Estee Lauder · CL A | 0.06% | Add +5.6% | 127,240 | $196.38 | $25M | +6,788 | −$5M |
| TME - Tencent Music Entmt Group | 0.06% | Reduce −6.2% | 3,196,407 | $7.38 | $24M | −210,540 | −$5M |
| Dlocal · CLASS A | 0.05% | Add +88.0% | 1,688,501 | $12.21 | $21M | +790,467 | +$6M |
| LVS - Las Vegas Sands | 0.05% | Add +3.0% | 333,893 | $58.00 | $19M | +9,745 | +$743K |
| GSHD - Goosehead Ins · CL A | 0.04% | Reduce −20.9% | 230,102 | $62.89 | $14M | −60,666 | −$707K |
| FIVE - Five Below | 0.04% | Reduce −1.9% | 73,038 | $196.54 | $14M | −1,452 | −$988K |
| ATHM - Autohome · CL A | 0.03% | Reduce −5.5% | 473,007 | $29.16 | $14M | −27,300 | −$3M |
| EPAM - Epam Sys | 0.03% | Add +31.1% | 58,485 | $224.75 | $13M | +13,857 | −$199K |
| HLI - Houlihan Lokey · CL A | 0.03% | Reduce −4.9% | 130,892 | $98.31 | $13M | −6,689 | +$831K |
| ALITEUR - Alight · CL A | 0.03% | Add +84.1% | 1,376,117 | $9.24 | $13M | +628,569 | +$6M |
| YUMC - Yum China | 0.03% | New | 220,451 | $56.50 | $12M | +220,451 | +$12M |
| PGNY - Progyny | 0.03% | Reduce −4.4% | 277,481 | $39.34 | $11M | −12,918 | +$2M |
| WING - Wingstop | 0.02% | Reduce −4.9% | 49,914 | $200.16 | $10M | −2,559 | +$358K |
| FOXA - Fox Factory | 0.02% | Reduce −5.1% | 91,640 | $108.51 | $10M | −4,884 | −$2M |
| HLNE - Hamilton Lane · CL A | 0.02% | Reduce −4.8% | 116,448 | $79.98 | $9M | −5,916 | +$261K |
| EEFT - Euronet Worldwide | 0.02% | Reduce −4.5% | 76,208 | $117.37 | $9M | −3,603 | +$14K |
| YETI — | 0.02% | Add +7.8% | 225,786 | $38.84 | $9M | +16,330 | +$391K |
| QLYS - Qualys | 0.02% | Reduce −3.8% | 59,965 | $129.17 | $8M | −2,397 | −$363K |
| ALRM - Alarm | 0.02% | Reduce −4.5% | 143,532 | $51.68 | $7M | −6,825 | −$142K |
| CCC — | 0.02% | Reduce −3.6% | 646,313 | $11.21 | $7M | −24,462 | +$1M |
| Revolve Group · CL A | 0.02% | Reduce −2.2% | 421,604 | $16.40 | $7M | −9,482 | −$4M |
| APPF - Appfolio · CL A | 0.02% | Reduce −31.1% | 39,910 | $172.14 | $7M | −18,030 | −$342K |
| DOCS - Doximity · CL A | 0.02% | Reduce −4.8% | 192,660 | $34.02 | $7M | −9,692 | +$2K |
| BL - Blackline | 0.02% | Reduce −3.7% | 117,659 | $53.82 | $6M | −4,580 | −$2M |
| FSV - Firstservice | 0.02% | Reduce −3.4% | 40,985 | $154.09 | $6M | −1,462 | +$331K |
| RH | 0.02% | Reduce −4.5% | 18,643 | $329.59 | $6M | −873 | +$1M |
| BMBL - Bumble · CL A | 0.01% | Reduce −4.3% | 357,978 | $16.78 | $6M | −15,927 | −$1M |
| DT - Dynatrace | 0.01% | Reduce −27.4% | 101,705 | $51.47 | $5M | −38,316 | −$688K |
| Endava | 0.01% | Reduce −7.2% | 101,030 | $51.79 | $5M | −7,846 | −$2M |
| TYL - Tyler Technologies | 0.01% | Add +1.7% | 12,560 | $416.47 | $5M | +207 | +$850K |
| Altair Engr · CL A | 0.01% | Reduce −3.4% | 67,792 | $75.84 | $5M | −2,405 | +$79K |
| PAYC - Paycom Software | 0.01% | Reduce −0.6% | 15,982 | $321.24 | $5M | −90 | +$248K |
| FND - Floor & Decor · CL A | 0.01% | Reduce −5.0% | 44,100 | $103.96 | $5M | −2,305 | +$27K |
| OLO · CL A | 0.01% | Reduce −4.6% | 694,005 | $6.46 | $4M | −33,761 | −$1M |
| DCGO - Docgo | 0.01% | Add +24.1% | 455,961 | $9.37 | $4M | +88,448 | +$1M |
| SITM - Sitime | 0.01% | Add +64.2% | 35,184 | $117.97 | $4M | +13,751 | +$1M |
| SITE - Siteone Landscape Supply | 0.01% | Reduce −23.7% | 23,998 | $167.36 | $4M | −7,455 | −$289K |
| WRBY - Warby Parker · CL A | 0.01% | Reduce −4.7% | 328,858 | $11.69 | $4M | −16,261 | +$190K |
| AMN - Amn Healthcare Svcs | 0.01% | Reduce −3.5% | 33,442 | $109.12 | $4M | −1,210 | +$774K |
| Farfetch · CL A | 0.01% | Reduce −4.9% | 486,386 | $6.04 | $3M | −25,268 | +$426K |
| Karooooo | 0.01% | Reduce −4.6% | 121,677 | $23.40 | $3M | −5,926 | −$113K |
| TTD - The Trade Desk · CL A | 0.01% | Reduce −9.6% | 35,125 | $77.22 | $3M | −3,746 | +$345K |
| CATH - Global X Fds | 0.01% | Reduce −11.5% | 46,821 | $54.44 | $3M | −6,071 | −$106K |
| Leslies | 0.01% | New | 262,203 | $9.39 | $2M | +262,203 | +$2M |
| Helen Of Troy | 0.01% | Reduce −3.7% | 22,464 | $108.02 | $2M | −861 | +$207K |
| ACWI - Ishares Tr | 0.01% | Reduce −77.6% | 24,756 | $95.94 | $2M | −85,656 | −$8M |
| Skillsoft · CL A | 0.01% | Hold | 1,768,064 | $1.24 | $2M | — | — |
| CPRT - Copart | 0.00% | Reduce −42.3% | 21,011 | $91.21 | $2M | −15,432 | −$824K |
| TREX — | 0.00% | Reduce −9.7% | 29,170 | $65.56 | $2M | −3,123 | +$341K |
| EVTC - Evertec | 0.00% | Hold | 44,100 | $36.83 | $2M | — | — |
| MPWR - Monolithic Pwr Sys | 0.00% | Add +87.2% | 2,464 | $540.23 | $1M | +1,148 | +$672K |
| ETSY - ETSY Inc | 0.00% | Reduce −9.9% | 15,676 | $84.61 | $1M | −1,726 | −$611K |
| Aspen Technology | 0.00% | Reduce −9.7% | 7,453 | $167.61 | $1M | −804 | −$641K |
| CRL - Charles Riv Labs Intl | 0.00% | Reduce −9.4% | 4,955 | $210.25 | $1M | −514 | −$62K |
| ACWX - Ishares Tr | 0.00% | Reduce −78.6% | 18,638 | $49.22 | $917K | −68,293 | −$3M |
| Timothy Plan | 0.00% | Reduce −8.7% | 14,545 | $35.98 | $523K | −1,394 | −$26K |
| FICO - Fair Isaac | 0.00% | Reduce −76.0% | 613 | $809.21 | $496K | −1,937 | −$1M |
| Timothy Plan | 0.00% | Reduce −13.3% | 15,707 | $25.23 | $396K | −2,415 | −$57K |
| Myt Netherlands Parent B V | 0.00% | Reduce −53.3% | 51,576 | $4.00 | $206K | −58,800 | −$570K |
Showing top 50 of 95 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Holding | 0.01% | Exit | 0 | $25.43 | $4M | −150,393 | −$4M |
| META - Meta Platforms · CL A | — | Exit | 0 | $212.14 | $458K | −2,159 | −$458K |
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