Polen Capital Management LLC

Boca Raton, FL 23 processed 13Fs on this site, 2021 Q3 to 2026 Q2

$11.6B
219 holdings
2026 Q2
−19.7% QoQ
Top 5 33.5%

Portfolio

2026 Q2, filed 8/4/2026, top 12 of 219 holdings

Top 5 33.5%, top 10 58.8%

AUM over time

2026 Q2 $11.6B −19.7% QoQ

Q3 2021

Q1 2022

Q1 2023

Q1 2024

Q1 2025

Q1 2026

Book

2023 Q2 2023 Q1, filed 11 Aug, long equity only

Download CSV Download Excel All activity


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%, was 7.02%	Reduce −19.7%	7,424,001	$340.54	$2.5B	−1,817,269	−$136M
GOOG, Alphabet Class 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	5.62%	Reduce −4.5%	4,631,539	$488.99	$2.3B	−218,591	+$396M
MA, Mastercard	4.86%, was 4.94%	Reduce −3.4%	4,982,887	$393.30	$2B	−177,370	+$84M
V, Visa	4.63%, was 4.80%	Reduce −2.6%	7,856,523	$237.48	$1.9B	−212,806	+$46M
CRM, Salesforce	4.14%, was 5.54%	Reduce −24.7%	7,912,495	$211.26	$1.7B	−2,602,169	−$429M
ACN, Accenture	3.95%, was 4.03%	Reduce −3.5%	5,160,507	$308.58	$1.6B	−186,287	+$64M
ABT, Abbott Laboratories	3.75%, was 3.80%	Reduce −2.7%	13,861,854	$109.02	$1.5B	−387,593	+$68M
ABNB, Airbnb	3.67%, was 3.90%	Reduce −2.9%	11,554,490	$128.16	$1.5B	−348,068	+$145K
PYPL, PayPal	3.67%, was 2.51%	Add +77.0%	22,163,025	$66.73	$1.5B	+9,642,649	+$528M
UNH, UnitedHealth Group	3.17%, was 3.38%	Reduce −2.1%	2,656,274	$480.64	$1.3B	−56,360	−$5.3M
TMO, Thermo Fisher Scientific	2.90%, was 3.45%	Reduce −1.4%	2,238,649	$521.75	$1.2B	−32,287	−$141M
ADSK, Autodesk	2.78%, was 4.32%	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	2.30%, was 2.43%	Reduce −2.5%	5,397,918	$172.21	$930M	−135,756	+$8.6M
WDAY, Workday	2.17%	New	3,871,968	$225.89	$875M	+3,871,968	+$875M
NKE, Nike	1.74%, was 2.09%	Reduce −1.9%	6,353,109	$110.37	$701M	−122,152	−$93M
IT, Gartner	1.70%, was 2.33%	Reduce −27.9%	1,952,855	$350.31	$684M	−754,516	−$198M
ALGN, Align Technology	1.39%, was 1.43%	Reduce −2.4%	1,582,077	$353.64	$559M	−39,338	+$18M
DOCU, Docusign	1.07%, was 1.30%	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	0.69%	Reduce −1.7%	810,868	$345.20	$280M	−13,636	+$20M
GOOGL, Alphabet Class A	0.67%	Reduce −1.1%	2,256,727	$119.70	$270M	−25,409	+$33M
SAP	0.43%, was 0.44%	Reduce −3.7%	1,267,259	$136.81	$173M	−49,293	+$6.8M
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	+$4.2M
GLOB, Globant	0.16%, was 0.09%	Add +83.0%	367,091	$179.72	$66M	+166,539	+$33M
MELI, MercadoLibre	0.14%, was 0.18%	Reduce −4.5%	48,386	$1,185	$57M	−2,268	−$9.4M
SHOP, Shopify	0.13%	Reduce −3.8%	786,604	$64.60	$51M	−30,781	+$12M
ASML	0.11%, was 0.12%	Reduce −3.6%	63,864	$724.75	$46M	−2,365	+$1.2M
UL, Unilever	0.10%, was 0.11%	Reduce −3.8%	765,200	$52.13	$40M	−30,132	−$1.4M
IWF, iShares Trust	0.09%	Reduce −6.4%	128,099	$275.18	$35M	−8,813	+$1.8M
HDB, HDFC Bank	0.08%, was 0.05%	Add +55.8%	461,637	$69.70	$32M	+165,422	+$12M
EL, Estee Lauder	0.06%	Add +5.6%	127,240	$196.38	$25M	+6,788	−$4.7M
TME, Tencent Music Entertainment	0.06%, was 0.07%	Reduce −6.2%	3,196,407	$7.38	$24M	−210,540	−$4.6M
Dlocal	0.05%, was 0.04%	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 Insurance	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	0.03%, was 0.04%	Reduce −5.5%	473,007	$29.16	$14M	−27,300	−$3M
EPAM, EPAM Systems	0.03%	Add +31.1%	58,485	$224.75	$13M	+13,857	−$199K
HLI, Houlihan Lokey	0.03%	Reduce −4.9%	130,892	$98.31	$13M	−6,689	+$831K
ALIT, Alight	0.03%, was 0.02%	Add +84.1%	1,376,117	$9.24	$13M	+628,569	+$5.8M
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	+$1.6M
WING, Wingstop	0.02%, was 0.03%	Reduce −4.9%	49,914	$200.16	$10M	−2,559	+$358K
FOXA, Fox	0.02%, was 0.03%	Reduce −5.1%	91,640	$108.51	$9.9M	−4,884	−$1.8M
HLNE, Hamilton Lane	0.02%	Reduce −4.8%	116,448	$79.98	$9.3M	−5,916	+$261K
EEFT, Euronet Worldwide	0.02%	Reduce −4.5%	76,208	$117.37	$8.9M	−3,603	+$14K
YETI, Yeti Holdings	0.02%	Add +7.8%	225,786	$38.84	$8.8M	+16,330	+$391K
QLYS, Qualys	0.02%	Reduce −3.8%	59,965	$129.17	$7.7M	−2,397	−$363K
ALRM, Alarm	0.02%	Reduce −4.5%	143,532	$51.68	$7.4M	−6,825	−$142K
CCC	0.02%	Reduce −3.6%	646,313	$11.21	$7.2M	−24,462	+$1.2M
Revolve Group	0.02%, was 0.03%	Reduce −2.2%	421,604	$16.40	$6.9M	−9,482	−$4.4M
APPF, Appfolio	0.02%	Reduce −31.1%	39,910	$172.14	$6.9M	−18,030	−$342K
DOCS, Doximity	0.02%	Reduce −4.8%	192,660	$34.02	$6.6M	−9,692	+$2K
BL, Blackline	0.02%	Reduce −3.7%	117,659	$53.82	$6.3M	−4,580	−$1.9M
FSV, Firstservice	0.02%	Reduce −3.4%	40,985	$154.09	$6.3M	−1,462	+$331K
RH	0.02%	Reduce −4.5%	18,643	$329.59	$6.1M	−873	+$1.4M
BMBL, Bumble	0.01%, was 0.02%	Reduce −4.3%	357,978	$16.78	$6M	−15,927	−$1.3M
DT, Dynatrace	0.01%, was 0.02%	Reduce −27.4%	101,705	$51.47	$5.2M	−38,316	−$688K
Endava	0.01%, was 0.02%	Reduce −7.2%	101,030	$51.79	$5.2M	−7,846	−$2.1M
TYL, Tyler Technologies	0.01%	Add +1.7%	12,560	$416.47	$5.2M	+207	+$850K
Altair Engineering	0.01%	Reduce −3.4%	67,792	$75.84	$5.1M	−2,405	+$79K
PAYC, Paycom Software	0.01%	Reduce −0.6%	15,982	$321.24	$5.1M	−90	+$248K
FND, Floor & Decor	0.01%	Reduce −5.0%	44,100	$103.96	$4.6M	−2,305	+$27K
Olo	0.01%, was 0.02%	Reduce −4.6%	694,005	$6.46	$4.5M	−33,761	−$1.5M
DCGO, Docgo	0.01%	Add +24.1%	455,961	$9.37	$4.3M	+88,448	+$1.1M
SITM, Sitime	0.01%	Add +64.2%	35,184	$117.97	$4.2M	+13,751	+$1.1M
SITE, Siteone Landscape Supply	0.01%	Reduce −23.7%	23,998	$167.36	$4M	−7,455	−$289K
WRBY, Warby Parker	0.01%	Reduce −4.7%	328,858	$11.69	$3.8M	−16,261	+$190K
AMN, Amn Healthcare Services	0.01%	Reduce −3.5%	33,442	$109.12	$3.6M	−1,210	+$774K
Farfetch	0.01%	Reduce −4.9%	486,386	$6.04	$2.9M	−25,268	+$426K
Karooooo	0.01%	Reduce −4.6%	121,677	$23.40	$2.8M	−5,926	−$113K
TTD, Trade Desk	0.01%	Reduce −9.6%	35,125	$77.22	$2.7M	−3,746	+$345K
CATH, Global X Funds	0.01%	Reduce −11.5%	46,821	$54.44	$2.5M	−6,071	−$106K
Leslies	0.01%	New	262,203	$9.39	$2.5M	+262,203	+$2.5M
Helen Of Troy	0.01%	Reduce −3.7%	22,464	$108.02	$2.4M	−861	+$207K
ACWI, iShares Trust	0.01%, was 0.03%	Reduce −77.6%	24,756	$95.94	$2.4M	−85,656	−$7.7M
Skillsoft	0.01%	Hold	1,768,064	$1.24	$2.2M	—	—
CPRT, Copart	0.00%, was 0.01%	Reduce −42.3%	21,011	$91.21	$1.9M	−15,432	−$824K
TREX	0.00%	Reduce −9.7%	29,170	$65.56	$1.9M	−3,123	+$341K
EVTC, Evertec	0.00%	Hold	44,100	$36.83	$1.6M	—	—
MPWR, Monolithic Power Systems	0.00%	Add +87.2%	2,464	$540.23	$1.3M	+1,148	+$672K
ETSY, ETSY Inc	0.00%, was 0.01%	Reduce −9.9%	15,676	$84.61	$1.3M	−1,726	−$611K
Aspen Technology	0.00%	Reduce −9.7%	7,453	$167.61	$1.2M	−804	−$641K
CRL, Charles River Labs International	0.00%	Reduce −9.4%	4,955	$210.25	$1M	−514	−$62K
ACWX, iShares Trust	0.00%, was 0.01%	Reduce −78.6%	18,638	$49.22	$917K	−68,293	−$3.3M
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	−$1.3M
Timothy Plan	0.00%	Reduce −13.3%	15,707	$25.23	$396K	−2,415	−$57K
Myt Netherlands Parent	0.00%	Reduce −53.3%	51,576	$4.00	$206K	−58,800	−$570K

Showing top 50 of 95 by value

Exits / last held

Gone since 2023 Q1, shown at their last reported size.

Stock	% of portfolio	Recent activity	Shares	Reported price*	Value	Share change	$ change
Holding	0.01%	Exit	0	$25.43	$3.8M	−150,393	−$3.8M
META, Meta Platforms	—	Exit	0	$212.14	$458K	−2,159	−$458K

Filings history

20 periods, with AUM normalized

Newest 13Fs

Period	Holds	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 to 2026 Q2

SEC filing name: POLEN CAPITAL MANAGEMENT LLC
Location: Boca Raton, FL
All SEC filings: View on sec.gov