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 | 12.50% | Reduce −11.5% | 37,398,151 | $127.12 | $4.8B | −4,846,037 | −$753M |
| GOOG - Alphabet · CL C | 6.76% | Reduce −4.1% | 19,492,288 | $131.85 | $2.6B | −836,611 | +$111M |
| NFLX - Netflix | 6.39% | Reduce −2.6% | 6,437,255 | $377.60 | $2.4B | −170,759 | −$480M |
| MSFT - Microsoft | 5.94% | Reduce −3.7% | 7,151,377 | $315.75 | $2.3B | −272,624 | −$270M |
| NOW - Servicenow | 5.87% | Reduce −5.2% | 3,994,534 | $558.96 | $2.2B | −220,433 | −$136M |
| ADBE - Adobe | 5.80% | Reduce −6.6% | 4,324,053 | $509.90 | $2.2B | −307,486 | −$60M |
| MA - Mastercard · CL A | 5.00% | Reduce −3.7% | 4,798,026 | $395.91 | $1.9B | −184,861 | −$60M |
| V - VISA · CL A | 4.58% | Reduce −3.7% | 7,569,168 | $230.01 | $1.7B | −287,355 | −$125M |
| CRM - Salesforce | 4.08% | Reduce −3.2% | 7,660,386 | $202.78 | $1.6B | −252,109 | −$118M |
| ACN - Accenture Ireland · CLASS A | 4.03% | Reduce −3.3% | 4,989,956 | $307.11 | $1.5B | −170,551 | −$60M |
| ABNB - Airbnb · CL A | 3.99% | Reduce −4.2% | 11,071,064 | $137.21 | $1.5B | −483,426 | +$38M |
| ABT - Abbott Labs | 3.43% | Reduce −2.7% | 13,480,736 | $96.85 | $1.3B | −381,118 | −$206M |
| UNH - Unitedhealth Group | 3.37% | Reduce −4.4% | 2,538,134 | $504.19 | $1.3B | −118,140 | +$3M |
| PYPL - Paypal | 3.33% | Reduce −2.2% | 21,685,665 | $58.46 | $1.3B | −477,360 | −$211M |
| ADSK - Autodesk | 2.91% | Reduce −2.4% | 5,349,776 | $206.91 | $1.1B | −130,735 | −$14M |
| TMO - Thermo Fisher Scientific | 2.86% | Reduce −3.9% | 2,151,028 | $506.17 | $1.1B | −87,621 | −$79M |
| ZTS - Zoetis · CL A | 2.36% | Reduce −4.3% | 5,163,881 | $173.98 | $898M | −234,037 | −$31M |
| WDAY - Workday · CL A | 2.23% | Add +2.0% | 3,950,320 | $214.85 | $849M | +78,352 | −$26M |
| NVO - Novo-Nordisk A S | 1.89% | New | 7,906,255 | $90.94 | $719M | +7,906,255 | +$719M |
| ILMN - Illumina | 1.85% | Add +0.6% | 5,126,614 | $137.28 | $704M | +29,153 | −$252M |
| IT - Gartner | 1.73% | Reduce −1.9% | 1,915,189 | $343.61 | $658M | −37,666 | −$26M |
| NKE - NIKE · CL B | 1.55% | Reduce −3.1% | 6,157,296 | $95.62 | $589M | −195,813 | −$112M |
| ALGN - Align Technology | 1.24% | Reduce −2.4% | 1,544,171 | $305.32 | $471M | −37,906 | −$88M |
| LLY - Eli Lilly & | 0.88% | New | 623,812 | $537.13 | $335M | +623,812 | +$335M |
| ICLR - ICON | 0.79% | Reduce −16.6% | 1,222,961 | $246.25 | $301M | −243,060 | −$66M |
| GOOGL - Alphabet · CL A | 0.75% | Reduce −3.8% | 2,171,266 | $130.86 | $284M | −85,461 | +$14M |
| AON - AON PLC · CL A | 0.70% | Add +0.5% | 815,290 | $324.22 | $264M | +4,422 | −$16M |
| SAP - Sap Se | 0.43% | Reduce −0.4% | 1,262,674 | $129.32 | $163M | −4,585 | −$10M |
| ADP - Automatic Data Processing | 0.32% | Reduce −8.2% | 500,514 | $240.58 | $120M | −44,818 | +$555K |
| IWF - Ishares Tr | 0.21% | Add +133.8% | 299,494 | $265.99 | $80M | +171,395 | +$44M |
| GLOB - Globant S A | 0.19% | Add +0.4% | 368,492 | $197.85 | $73M | +1,401 | +$7M |
| MSCI - MSCI Inc | 0.19% | New | 139,245 | $513.08 | $71M | +139,245 | +$71M |
| MDT - Medtronic | 0.16% | Add +1.6% | 794,789 | $78.36 | $62M | +12,876 | −$7M |
| MELI - Mercadolibre | 0.16% | Add +0.2% | 48,488 | $1,268 | $61M | +102 | +$4M |
| SHOP - Shopify · CL A | 0.12% | Add +2.0% | 802,650 | $54.57 | $44M | +16,046 | −$7M |
| UL - Unilever | 0.10% | Add +2.3% | 782,535 | $49.40 | $39M | +17,335 | −$1M |
| ASML — | 0.10% | Add +2.1% | 65,222 | $588.66 | $38M | +1,358 | −$8M |
| Dlocal · CLASS A | 0.10% | Add +13.9% | 1,923,273 | $19.17 | $37M | +234,772 | +$16M |
| HDB - Hdfc Bank | 0.07% | Add +2.5% | 473,113 | $59.01 | $28M | +11,476 | −$4M |
| TME - Tencent Music Entmt Group | 0.06% | Add +10.1% | 3,518,249 | $6.38 | $22M | +321,842 | −$1M |
| EL - Estee Lauder · CL A | 0.05% | Add +6.7% | 135,734 | $144.55 | $20M | +8,494 | −$5M |
| GSHD - Goosehead Ins · CL A | 0.04% | Reduce −3.6% | 221,873 | $74.53 | $17M | −8,229 | +$2M |
| LVS - Las Vegas Sands | 0.04% | Reduce −4.5% | 318,881 | $45.84 | $15M | −15,012 | −$5M |
| EPAM - Epam Sys | 0.04% | Reduce −4.4% | 55,925 | $255.69 | $14M | −2,560 | +$1M |
| HLI - Houlihan Lokey · CL A | 0.04% | Reduce −1.5% | 128,967 | $107.12 | $14M | −1,925 | +$947K |
| ATHM - Autohome · CL A | 0.04% | Reduce −4.2% | 452,923 | $30.35 | $14M | −20,084 | −$47K |
| FIVE - Five Below | 0.03% | Add +6.0% | 77,428 | $160.90 | $12M | +4,390 | −$2M |
| ALITEUR - Alight · CL A | 0.03% | Add +23.1% | 1,694,077 | $7.09 | $12M | +317,960 | −$704K |
| PGNY - Progyny | 0.03% | Add +25.8% | 349,163 | $34.02 | $12M | +71,682 | +$962K |
| YUMC - Yum China | 0.03% | Reduce −4.4% | 210,827 | $55.72 | $12M | −9,624 | −$708K |
| YETI — | 0.03% | Add +4.6% | 236,217 | $48.22 | $11M | +10,431 | +$3M |
| HLNE - Hamilton Lane · CL A | 0.03% | Reduce −1.4% | 114,795 | $90.44 | $10M | −1,653 | +$1M |
| CCC — | 0.03% | Add +13.2% | 731,683 | $13.35 | $10M | +85,370 | +$3M |
| FOXA - Fox Factory | 0.02% | Reduce −1.4% | 90,372 | $99.08 | $9M | −1,268 | −$990K |
| QLYS - Qualys | 0.02% | Reduce −2.1% | 58,692 | $152.55 | $9M | −1,273 | +$1M |
| WING - Wingstop | 0.02% | Reduce −1.6% | 49,140 | $179.84 | $9M | −774 | −$1M |
| ALRM - Alarm | 0.02% | Reduce −1.5% | 141,435 | $61.14 | $9M | −2,097 | +$1M |
| Revolve Group · CL A | 0.02% | Add +14.6% | 483,103 | $13.61 | $7M | +61,499 | −$339K |
| BMBL - Bumble · CL A | 0.02% | Add +20.3% | 430,530 | $14.92 | $6M | +72,552 | +$417K |
| BL - Blackline | 0.02% | Reduce −1.6% | 115,799 | $55.47 | $6M | −1,860 | +$91K |
| APPF - Appfolio · CL A | 0.02% | Reduce −13.2% | 34,652 | $182.63 | $6M | −5,258 | −$542K |
| EEFT - Euronet Worldwide | 0.02% | Reduce −2.2% | 74,498 | $79.38 | $6M | −1,710 | −$3M |
| CWAN — · CL A | 0.02% | New | 304,600 | $19.34 | $6M | +304,600 | +$6M |
| FSV - Firstservice | 0.02% | Reduce −2.0% | 40,159 | $145.54 | $6M | −826 | −$471K |
| Endava | 0.01% | Reduce −1.6% | 99,427 | $57.35 | $6M | −1,603 | +$470K |
| DT - Dynatrace | 0.01% | Add +6.3% | 108,156 | $46.73 | $5M | +6,451 | −$181K |
| ACWI - Ishares Tr | 0.01% | Add +119.3% | 54,287 | $92.37 | $5M | +29,531 | +$3M |
| TSM - Taiwan Semiconductor Mfg | 0.01% | New | 56,381 | $86.90 | $5M | +56,381 | +$5M |
| WRBY - Warby Parker · CL A | 0.01% | Add +12.5% | 369,840 | $13.16 | $5M | +40,982 | +$1M |
| RH | 0.01% | Reduce −1.3% | 18,404 | $264.36 | $5M | −239 | −$1M |
| TYL - Tyler Technologies | 0.01% | Reduce −0.8% | 12,460 | $386.14 | $5M | −100 | −$420K |
| XPEL | 0.01% | New | 61,710 | $77.11 | $5M | +61,710 | +$5M |
| DOCS - Doximity · CL A | 0.01% | Add +11.6% | 215,037 | $21.22 | $5M | +22,377 | −$2M |
| PAYC - Paycom Software | 0.01% | Add +8.5% | 17,334 | $259.27 | $4M | +1,352 | −$640K |
| SITM - Sitime | 0.01% | Reduce −2.0% | 34,492 | $114.25 | $4M | −692 | −$210K |
| FND - Floor & Decor · CL A | 0.01% | Reduce −3.6% | 42,517 | $90.50 | $4M | −1,583 | −$737K |
| SITE - Siteone Landscape Supply | 0.01% | Reduce −2.2% | 23,461 | $163.45 | $4M | −537 | −$182K |
| MORN - Morningstar | 0.01% | Add +150.1% | 14,061 | $234.24 | $3M | +8,439 | +$2M |
| AMN - Amn Healthcare Svcs | 0.01% | Reduce −2.5% | 32,620 | $85.18 | $3M | −822 | −$871K |
| TTD - The Trade Desk · CL A | 0.01% | Add +1.0% | 35,478 | $78.15 | $3M | +353 | +$60K |
| Exlservice | 0.01% | New | 97,083 | $28.04 | $3M | +97,083 | +$3M |
| Helen Of Troy | 0.01% | Reduce −1.7% | 22,075 | $116.56 | $3M | −389 | +$147K |
| VUG - Vanguard Index Fds | 0.00% | Add +147.0% | 6,937 | $272.32 | $2M | +4,129 | +$1M |
| DOCU - Docusign | 0.00% | Reduce −99.5% | 43,366 | $42.00 | $2M | −8,430,648 | −$431M |
| TREX — | 0.00% | Add +1.0% | 29,462 | $61.63 | $2M | +292 | −$97K |
| EVTC - Evertec | 0.00% | Hold | 44,100 | $37.18 | $2M | — | — |
| Skillsoft · CL A | 0.00% | Hold | 1,768,064 | $0.8864 | $2M | — | — |
| Aspen Technology | 0.00% | Add +1.0% | 7,529 | $204.26 | $2M | +76 | +$289K |
| ETSY - ETSY Inc | 0.00% | Add +19.4% | 18,724 | $64.58 | $1M | +3,048 | −$117K |
| Karooooo | 0.00% | Reduce −51.8% | 58,641 | $19.91 | $1M | −63,036 | −$2M |
| MPWR - Monolithic Pwr Sys | 0.00% | Add +1.0% | 2,489 | $462.00 | $1M | +25 | −$181K |
| ACWX - Ishares Tr | 0.00% | Add +23.9% | 23,094 | $47.01 | $1M | +4,456 | +$168K |
| CRL - Charles Riv Labs Intl | 0.00% | Add +1.0% | 5,005 | $195.98 | $981K | +50 | −$61K |
| FICO - Fair Isaac | 0.00% | Add +42.1% | 871 | $868.53 | $756K | +258 | +$260K |
| MKL - Markel Group | 0.00% | Add +12.9% | 500 | $1,472 | $736K | +57 | +$123K |
| Timothy Plan | 0.00% | Add +10.2% | 16,025 | $34.47 | $552K | +1,480 | +$29K |
| CATH - Global X Fds | 0.00% | Reduce −85.3% | 6,905 | $52.30 | $361K | −39,916 | −$2M |
| Timothy Plan | 0.00% | Reduce −5.8% | 14,794 | $23.97 | $355K | −913 | −$42K |
Showing top 50 of 98 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Altair Engr · CL A | 0.01% | Exit | 0 | $75.83 | $5M | −67,792 | −$5M |
| OLO · CL A | 0.01% | Exit | 0 | $6.46 | $4M | −694,005 | −$4M |
| DCGO - Docgo | 0.01% | Exit | 0 | $9.37 | $4M | −455,961 | −$4M |
| Farfetch · CL A | 0.01% | Exit | 0 | $6.04 | $3M | −486,386 | −$3M |
| Leslies | 0.01% | Exit | 0 | $9.39 | $2M | −262,203 | −$2M |
| CPRT - Copart | — | Exit | 0 | $91.19 | $2M | −21,011 | −$2M |
| IWM - Ishares Tr | — | Exit | 0 | $187.32 | $260K | −1,388 | −$260K |
| Myt Netherlands Parent B V | — | Exit | 0 | $3.99 | $206K | −51,576 | −$206K |
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