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 | 13.29% | Reduce −3.0% | 36,273,885 | $151.95 | $5.5B | −1,124,266 | +$758M |
| MSFT - Microsoft | 9.02% | Add +39.2% | 9,955,582 | $376.07 | $3.7B | +2,804,205 | +$1.5B |
| NOW - Servicenow | 6.46% | Reduce −5.0% | 3,796,229 | $706.52 | $2.7B | −198,305 | +$449M |
| GOOG - Alphabet · CL C | 6.38% | Reduce −3.6% | 18,793,122 | $140.94 | $2.6B | −699,166 | +$79M |
| ADBE - Adobe | 5.98% | Reduce −3.9% | 4,154,987 | $596.64 | $2.5B | −169,066 | +$274M |
| NFLX - Netflix | 4.79% | Reduce −36.6% | 4,081,206 | $486.88 | $2B | −2,356,049 | −$444M |
| MA - Mastercard · CL A | 4.78% | Reduce −3.2% | 4,646,427 | $426.54 | $2B | −151,599 | +$82M |
| CRM - Salesforce | 4.61% | Reduce −5.0% | 7,275,372 | $263.14 | $1.9B | −385,014 | +$361M |
| V - VISA · CL A | 4.58% | Reduce −3.7% | 7,291,221 | $260.37 | $1.9B | −277,947 | +$157M |
| ACN - Accenture Ireland · CLASS A | 4.06% | Reduce −3.8% | 4,800,627 | $350.93 | $1.7B | −189,329 | +$152M |
| ABT - Abbott Labs | 3.58% | Add 0.0% | 13,486,848 | $110.08 | $1.5B | +6,112 | +$179M |
| ABNB - Airbnb · CL A | 3.47% | Reduce −4.6% | 10,561,868 | $136.14 | $1.4B | −509,196 | −$81M |
| UNH - Unitedhealth Group | 3.09% | Reduce −4.1% | 2,435,074 | $526.47 | $1.3B | −103,060 | +$2M |
| PYPL - Paypal | 3.08% | Reduce −4.1% | 20,794,484 | $61.41 | $1.3B | −891,181 | +$9M |
| ADSK - Autodesk | 3.01% | Reduce −4.3% | 5,121,819 | $243.49 | $1.2B | −227,957 | +$140M |
| TMO - Thermo Fisher Scientific | 2.60% | Reduce −5.5% | 2,032,950 | $530.83 | $1.1B | −118,078 | −$10M |
| WDAY - Workday · CL A | 2.51% | Reduce −4.6% | 3,768,173 | $276.11 | $1B | −182,147 | +$192M |
| ZTS - Zoetis · CL A | 2.37% | Reduce −3.7% | 4,971,744 | $197.37 | $981M | −192,137 | +$83M |
| NVO - Novo-Nordisk A S | 1.98% | Add +0.7% | 7,958,444 | $103.45 | $823M | +52,189 | +$104M |
| IT - Gartner | 1.96% | Reduce −5.7% | 1,806,738 | $451.11 | $815M | −108,451 | +$157M |
| NKE - NIKE · CL B | 1.55% | Reduce −4.1% | 5,904,020 | $108.57 | $641M | −253,276 | +$52M |
| ALGN - Align Technology | 0.84% | Reduce −17.9% | 1,268,118 | $274.00 | $347M | −276,053 | −$124M |
| GOOGL - Alphabet · CL A | 0.72% | Reduce −1.5% | 2,138,915 | $139.69 | $299M | −32,351 | +$15M |
| AON - AON PLC · CL A | 0.57% | Add +0.5% | 819,186 | $291.17 | $239M | +3,896 | −$26M |
| SAP - Sap Se | 0.46% | Reduce −1.6% | 1,242,694 | $154.59 | $192M | −19,980 | +$29M |
| ADP - Automatic Data Processing | 0.28% | Add +0.5% | 502,832 | $233.17 | $117M | +2,318 | −$3M |
| LLY - Eli Lilly & | 0.20% | Reduce −4.7% | 594,801 | $136.22 | $81M | −29,011 | −$254M |
| GSHD - Goosehead Ins · CL A | 0.20% | Reduce −31.5% | 151,971 | $533.14 | $81M | −69,902 | +$64M |
| Helen Of Troy | 0.20% | Reduce −8.9% | 20,112 | $4,028 | $81M | −1,963 | +$78M |
| ILMN - Illumina | 0.20% | Reduce −99.3% | 33,913 | $2,389 | $81M | −5,092,701 | −$623M |
| ACWI - Ishares Tr | 0.20% | Add +87.1% | 101,590 | $797.53 | $81M | +47,303 | +$76M |
| Karooooo | 0.20% | Reduce −84.2% | 9,250 | $8,759 | $81M | −49,391 | +$80M |
| MDT - Medtronic | 0.20% | Add +23.7% | 983,504 | $82.38 | $81M | +188,715 | +$19M |
| MSCI - MSCI Inc | 0.18% | Reduce −2.9% | 135,183 | $566.16 | $77M | −4,062 | +$5M |
| HLNE - Hamilton Lane · CL A | 0.16% | Reduce −16.9% | 95,403 | $711.28 | $68M | −19,392 | +$57M |
| HLI - Houlihan Lokey · CL A | 0.16% | Reduce −1.3% | 127,298 | $533.07 | $68M | −1,669 | +$54M |
| SGOV - Ishares Tr | 0.16% | New | 5,005 | $13,558 | $68M | +5,005 | +$68M |
| IWF - Ishares Tr | 0.16% | Add +38.7% | 415,395 | $163.36 | $68M | +115,901 | −$12M |
| LVS - Las Vegas Sands | 0.16% | Reduce −27.0% | 232,636 | $291.69 | $68M | −86,245 | +$53M |
| MKTX - Marketaxess | 0.16% | New | 4,461 | $15,212 | $68M | +4,461 | +$68M |
| MELI - Mercadolibre | 0.16% | Reduce −10.9% | 43,180 | $1,572 | $68M | −5,308 | +$6M |
| SHOP - Shopify · CL A | 0.15% | Reduce −2.8% | 779,876 | $77.90 | $61M | −22,774 | +$17M |
| BIL - Spdr Ser Tr | 0.13% | New | 606,590 | $91.39 | $55M | +606,590 | +$55M |
| ASML — | 0.09% | Reduce −26.7% | 47,776 | $756.92 | $36M | −17,446 | −$2M |
| TME - Tencent Music Entmt Group | 0.06% | Reduce −26.2% | 2,596,369 | $9.01 | $23M | −921,880 | +$947K |
| UL - Unilever | 0.05% | Reduce −40.2% | 467,948 | $48.48 | $23M | −314,587 | −$16M |
| Dlocal · CLASS A | 0.05% | Reduce −37.5% | 1,202,241 | $17.69 | $21M | −721,032 | −$16M |
| ALITEUR - Alight · CL A | 0.03% | Reduce −9.6% | 1,530,608 | $8.53 | $13M | −163,469 | +$1M |
| PGNY - Progyny | 0.03% | Reduce −2.5% | 340,461 | $37.18 | $13M | −8,702 | +$780K |
| YUMC - Yum China | 0.03% | Add +28.7% | 271,366 | $42.43 | $12M | +60,539 | −$233K |
| EPAM - Epam Sys | 0.03% | Reduce −34.9% | 36,435 | $297.34 | $11M | −19,490 | −$3M |
| WING - Wingstop | 0.02% | Reduce −27.9% | 35,410 | $256.58 | $9M | −13,730 | +$248K |
| YETI — | 0.02% | Reduce −30.4% | 164,441 | $51.78 | $9M | −71,776 | −$3M |
| ALRM - Alarm | 0.02% | Reduce −8.9% | 128,913 | $64.62 | $8M | −12,522 | −$317K |
| EEFT - Euronet Worldwide | 0.02% | Add +4.7% | 77,996 | $101.49 | $8M | +3,498 | +$2M |
| BMBL - Bumble · CL A | 0.02% | Add +20.2% | 517,630 | $14.74 | $8M | +87,100 | +$1M |
| CNM - Core & Main · CL A | 0.02% | New | 187,140 | $40.41 | $8M | +187,140 | +$8M |
| ATHM - Autohome · CL A | 0.02% | Reduce −44.0% | 253,643 | $28.06 | $7M | −199,280 | −$7M |
| BL - Blackline | 0.02% | Reduce −4.1% | 111,004 | $62.44 | $7M | −4,795 | +$508K |
| WRBY - Warby Parker · CL A | 0.02% | Add +32.4% | 489,598 | $14.10 | $7M | +119,758 | +$2M |
| Revolve Group · CL A | 0.02% | Reduce −15.2% | 409,749 | $16.58 | $7M | −73,354 | +$219K |
| CCC — | 0.02% | Reduce −21.1% | 577,430 | $11.39 | $7M | −154,253 | −$3M |
| FIVE - Five Below | 0.02% | Reduce −60.7% | 30,457 | $213.16 | $6M | −46,971 | −$6M |
| FOXA - Fox Factory | 0.02% | Add +5.9% | 95,726 | $67.48 | $6M | +5,354 | −$2M |
| QLYS - Qualys | 0.01% | Reduce −46.1% | 31,660 | $196.28 | $6M | −27,032 | −$3M |
| GNRC - Generac | 0.01% | New | 46,135 | $129.24 | $6M | +46,135 | +$6M |
| FSV - Firstservice | 0.01% | Reduce −8.8% | 36,628 | $162.09 | $6M | −3,531 | +$92K |
| CWAN — · CL A | 0.01% | Reduce −4.5% | 290,890 | $20.03 | $6M | −13,710 | −$64K |
| Endava | 0.01% | Reduce −33.1% | 66,498 | $77.85 | $5M | −32,929 | −$525K |
| GLOB - Globant S A | 0.01% | Reduce −2.9% | 357,810 | $14.45 | $5M | −10,682 | −$68M |
| HDB - Hdfc Bank | 0.01% | Add +19.1% | 563,327 | $9.18 | $5M | +90,214 | −$23M |
| ICLR - ICON | 0.01% | Reduce −2.6% | 1,191,615 | $4.34 | $5M | −31,346 | −$296M |
| ACWX - Ishares Tr | 0.01% | Add +616.4% | 165,456 | $31.25 | $5M | +142,362 | +$4M |
| IWM - Ishares Tr | 0.01% | New | 1,774 | $2,915 | $5M | +1,774 | +$5M |
| Lgi Homes | 0.01% | New | 25,236 | $204.91 | $5M | +25,236 | +$5M |
| MEDP - Medpace | 0.01% | New | 16,870 | $306.53 | $5M | +16,870 | +$5M |
| DT - Dynatrace | 0.01% | Reduce −14.7% | 92,273 | $54.69 | $5M | −15,883 | −$8K |
| RH | 0.01% | Reduce −9.0% | 16,745 | $291.48 | $5M | −1,659 | +$16K |
| DOCS - Doximity · CL A | 0.01% | Reduce −19.6% | 172,888 | $28.04 | $5M | −42,149 | +$285K |
| APPF - Appfolio · CL A | 0.01% | Reduce −21.9% | 27,075 | $173.24 | $5M | −7,577 | −$2M |
| TSM - Taiwan Semiconductor Mfg | 0.01% | Reduce −25.4% | 42,083 | $104.00 | $4M | −14,298 | −$523K |
| SITM - Sitime | 0.01% | Add +0.4% | 34,628 | $122.08 | $4M | +136 | +$287K |
| MORN - Morningstar | 0.01% | Reduce −2.0% | 13,785 | $286.24 | $4M | −276 | +$652K |
| FND - Floor & Decor · CL A | 0.01% | Reduce −26.5% | 31,263 | $111.56 | $3M | −11,254 | −$360K |
| SITE - Siteone Landscape Supply | 0.01% | Reduce −9.1% | 21,333 | $162.50 | $3M | −2,128 | −$368K |
| AMN - Amn Healthcare Svcs | 0.01% | Add +39.2% | 45,416 | $74.88 | $3M | +12,796 | +$622K |
| PAYC - Paycom Software | 0.01% | Reduce −5.4% | 16,397 | $206.72 | $3M | −937 | −$1M |
| XPEL | 0.01% | Reduce −7.5% | 57,064 | $53.85 | $3M | −4,646 | −$2M |
| ETSY - ETSY Inc | 0.01% | Add +83.3% | 34,322 | $81.05 | $3M | +15,598 | +$2M |
| Exlservice | 0.01% | Reduce −8.7% | 88,650 | $30.85 | $3M | −8,433 | +$13K |
| VUG - Vanguard Index Fds | 0.01% | Add +21.3% | 8,412 | $310.86 | $3M | +1,475 | +$726K |
| VONG - Vanguard Scottsdale Fds | 0.01% | New | 33,266 | $78.02 | $3M | +33,266 | +$3M |
| TYL - Tyler Technologies | 0.01% | Reduce −50.5% | 6,166 | $418.12 | $3M | −6,294 | −$2M |
| MPWR - Monolithic Pwr Sys | 0.01% | Add +62.2% | 4,038 | $630.78 | $3M | +1,549 | +$1M |
| Aspen Technology | 0.01% | Add +47.7% | 11,117 | $220.15 | $2M | +3,588 | +$910K |
| TREX — | 0.01% | Reduce −8.8% | 26,873 | $82.79 | $2M | −2,589 | +$409K |
| CRL - Charles Riv Labs Intl | 0.00% | Add +26.4% | 6,328 | $236.40 | $1M | +1,323 | +$515K |
| Timothy Plan | 0.00% | Reduce −5.5% | 15,147 | $38.21 | $579K | −878 | +$26K |
| Timothy Plan | 0.00% | Add +7.3% | 15,875 | $26.45 | $420K | +1,081 | +$65K |
| CATH - Global X Fds | 0.00% | Reduce −22.0% | 5,388 | $65.06 | $351K | −1,517 | −$11K |
Showing top 50 of 100 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| EL - Estee Lauder · CL A | 0.05% | Exit | 0 | $144.55 | $20M | −135,734 | −$20M |
| TTD - The Trade Desk · CL A | 0.01% | Exit | 0 | $78.16 | $3M | −35,478 | −$3M |
| DOCU - Docusign | — | Exit | 0 | $41.99 | $2M | −43,366 | −$2M |
| EVTC - Evertec | — | Exit | 0 | $37.19 | $2M | −44,100 | −$2M |
| Skillsoft · CL A | — | Exit | 0 | $0.8863 | $2M | −1,768,064 | −$2M |
| FICO - Fair Isaac | — | Exit | 0 | $867.97 | $756K | −871 | −$756K |
| MKL - Markel Group | — | Exit | 0 | $1,472 | $736K | −500 | −$736K |
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