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 | 14.33% | Reduce −5.1% | 34,411,241 | $180.38 | $6.2B | −1,862,644 | +$695M |
| MSFT - Microsoft | 9.39% | Reduce −2.9% | 9,665,372 | $420.72 | $4.1B | −290,210 | +$322M |
| GOOG - Alphabet · CL C | 6.35% | Reduce −3.8% | 18,078,336 | $152.26 | $2.8B | −714,786 | +$104M |
| V - VISA · CL A | 5.41% | Add +15.1% | 8,392,490 | $279.08 | $2.3B | +1,101,269 | +$444M |
| NFLX - Netflix | 5.38% | Reduce −5.9% | 3,839,310 | $607.33 | $2.3B | −241,896 | +$345M |
| MA - Mastercard · CL A | 4.97% | Reduce −3.8% | 4,469,582 | $481.57 | $2.2B | −176,845 | +$171M |
| CRM - Salesforce | 4.84% | Reduce −4.4% | 6,954,745 | $301.18 | $2.1B | −320,627 | +$180M |
| NOW - Servicenow | 4.69% | Reduce −29.9% | 2,662,881 | $762.40 | $2B | −1,133,348 | −$652M |
| TMO - Thermo Fisher Scientific | 4.37% | Add +60.3% | 3,258,927 | $581.21 | $1.9B | +1,225,977 | +$815M |
| ABT - Abbott Labs | 4.24% | Add +19.7% | 16,141,237 | $113.66 | $1.8B | +2,654,389 | +$350M |
| ABNB - Airbnb · CL A | 4.09% | Add +1.6% | 10,729,752 | $164.96 | $1.8B | +167,884 | +$332M |
| ACN - Accenture Ireland · CLASS A | 3.70% | Reduce −3.6% | 4,628,987 | $346.61 | $1.6B | −171,640 | −$80M |
| ADBE - Adobe | 3.30% | Reduce −31.7% | 2,836,122 | $504.60 | $1.4B | −1,318,865 | −$1B |
| ADSK - Autodesk | 2.97% | Reduce −3.6% | 4,938,732 | $260.42 | $1.3B | −183,087 | +$39M |
| ZTS - Zoetis · CL A | 2.74% | Add +40.9% | 7,005,114 | $169.21 | $1.2B | +2,033,370 | +$204M |
| UNH - Unitedhealth Group | 2.73% | Reduce −1.7% | 2,393,781 | $494.70 | $1.2B | −41,293 | −$98M |
| WDAY - Workday · CL A | 2.32% | Reduce −2.3% | 3,682,106 | $272.75 | $1B | −86,067 | −$36M |
| NVO - Novo-Nordisk A S | 2.30% | Reduce −2.4% | 7,768,779 | $128.40 | $998M | −189,665 | +$174M |
| NKE - NIKE · CL B | 2.05% | Add +60.4% | 9,471,571 | $93.98 | $890M | +3,567,551 | +$249M |
| IT - Gartner | 1.92% | Reduce −3.2% | 1,748,829 | $476.67 | $834M | −57,909 | +$19M |
| LLY - Eli Lilly & | 1.05% | Reduce −1.7% | 584,806 | $777.96 | $455M | −9,995 | +$374M |
| ALGN - Align Technology | 0.92% | Reduce −4.1% | 1,216,069 | $327.92 | $399M | −52,049 | +$51M |
| ICLR - ICON | 0.85% | Reduce −7.8% | 1,098,219 | $335.95 | $369M | −93,396 | +$364M |
| GOOGL - Alphabet · CL A | 0.74% | Reduce −0.2% | 2,135,363 | $150.93 | $322M | −3,552 | +$24M |
| PAYC - Paycom Software | 0.70% | Add +9171.7% | 1,520,282 | $199.01 | $303M | +1,503,885 | +$299M |
| AON - AON PLC · CL A | 0.64% | Add +1.3% | 830,116 | $333.72 | $277M | +10,930 | +$39M |
| SAP - Sap Se | 0.57% | Add +2.6% | 1,274,726 | $195.03 | $249M | +32,032 | +$57M |
| ADP - Automatic Data Processing | 0.29% | Reduce −0.2% | 502,060 | $249.99 | $126M | −772 | +$8M |
| GLOB - Globant S A | 0.23% | Add +39.3% | 498,574 | $201.90 | $101M | +140,764 | +$95M |
| MDT - Medtronic | 0.21% | Add +8.3% | 1,065,609 | $87.15 | $93M | +82,105 | +$12M |
| MSCI - MSCI Inc | 0.18% | Add +0.6% | 136,056 | $560.45 | $76M | +873 | −$283K |
| SHOP - Shopify · CL A | 0.15% | Add +6.5% | 830,755 | $77.17 | $64M | +50,879 | +$3M |
| MELI - Mercadolibre | 0.12% | Reduce −22.9% | 33,280 | $1,512 | $50M | −9,900 | −$18M |
| ASML — | 0.11% | Add +7.0% | 51,109 | $970.47 | $50M | +3,333 | +$13M |
| HDB - Hdfc Bank | 0.09% | Add +26.1% | 710,550 | $55.97 | $40M | +147,223 | +$35M |
| TME - Tencent Music Entmt Group | 0.07% | Add +2.6% | 2,662,781 | $11.19 | $30M | +66,412 | +$6M |
| IWF - Ishares Tr | 0.06% | Reduce −81.8% | 75,786 | $337.05 | $26M | −339,609 | −$42M |
| UL - Unilever | 0.06% | Add +7.0% | 500,827 | $50.19 | $25M | +32,879 | +$2M |
| BIL - Spdr Ser Tr | 0.05% | Reduce −58.8% | 249,900 | $91.80 | $23M | −356,690 | −$32M |
| Dlocal · CLASS A | 0.04% | Add +6.5% | 1,279,920 | $14.70 | $19M | +77,679 | −$2M |
| PGNY - Progyny | 0.03% | Add +11.0% | 377,944 | $38.15 | $14M | +37,483 | +$2M |
| ALITEUR - Alight · CL A | 0.03% | Reduce −15.9% | 1,287,304 | $9.85 | $13M | −243,304 | −$376K |
| YUMC - Yum China | 0.03% | Add +13.2% | 307,085 | $39.79 | $12M | +35,719 | +$705K |
| LVS - Las Vegas Sands | 0.03% | Reduce −0.3% | 231,956 | $51.70 | $12M | −680 | −$56M |
| HLI - Houlihan Lokey · CL A | 0.03% | Reduce −29.3% | 90,022 | $128.19 | $12M | −37,276 | −$56M |
| Revolve Group · CL A | 0.03% | Add +27.0% | 520,467 | $21.17 | $11M | +110,718 | +$4M |
| HLNE - Hamilton Lane · CL A | 0.02% | Reduce −3.7% | 91,919 | $112.76 | $10M | −3,484 | −$57M |
| Exlservice | 0.02% | Add +250.2% | 310,415 | $31.80 | $10M | +221,765 | +$7M |
| EPAM - Epam Sys | 0.02% | Reduce −2.0% | 35,705 | $276.16 | $10M | −730 | −$973K |
| CWAN — · CL A | 0.02% | Add +87.9% | 546,482 | $17.69 | $10M | +255,592 | +$4M |
| GNRC - Generac | 0.02% | Add +60.6% | 74,074 | $126.14 | $9M | +27,939 | +$3M |
| CNM - Core & Main · CL A | 0.02% | Reduce −14.5% | 160,014 | $57.25 | $9M | −27,126 | +$2M |
| ALRM - Alarm | 0.02% | Reduce −2.7% | 125,424 | $72.47 | $9M | −3,489 | +$759K |
| GSHD - Goosehead Ins · CL A | 0.02% | Reduce −13.1% | 132,002 | $66.62 | $9M | −19,969 | −$72M |
| EEFT - Euronet Worldwide | 0.02% | Reduce −2.6% | 75,985 | $109.93 | $8M | −2,011 | +$437K |
| BL - Blackline | 0.02% | Reduce −2.0% | 108,764 | $64.58 | $7M | −2,240 | +$93K |
| MEDP - Medpace | 0.02% | Add +0.5% | 16,959 | $404.15 | $7M | +89 | +$2M |
| CCC — | 0.02% | Reduce −2.2% | 564,831 | $11.96 | $7M | −12,599 | +$178K |
| APPF - Appfolio · CL A | 0.02% | Reduce −2.3% | 26,454 | $246.74 | $7M | −621 | +$2M |
| WRBY - Warby Parker · CL A | 0.02% | Reduce −2.1% | 479,507 | $13.61 | $7M | −10,091 | −$377K |
| FSV - Firstservice | 0.01% | Reduce −2.1% | 35,863 | $165.80 | $6M | −765 | +$9K |
| SITM - Sitime | 0.01% | Add +77.8% | 61,563 | $93.23 | $6M | +26,935 | +$2M |
| RH | 0.01% | Reduce −2.6% | 16,318 | $348.25 | $6M | −427 | +$802K |
| YETI — | 0.01% | Reduce −16.1% | 137,974 | $38.55 | $5M | −26,467 | −$3M |
| QLYS - Qualys | 0.01% | Reduce −3.2% | 30,635 | $166.87 | $5M | −1,025 | −$1M |
| WING - Wingstop | 0.01% | Reduce −61.5% | 13,617 | $366.39 | $5M | −21,793 | −$4M |
| FOXA - Fox Factory | 0.01% | Reduce −1.7% | 94,073 | $52.07 | $5M | −1,653 | −$2M |
| DOCS - Doximity · CL A | 0.01% | Reduce −3.5% | 166,789 | $26.91 | $4M | −6,099 | −$359K |
| KB - Kb Finl Group | 0.01% | New | 81,167 | $52.07 | $4M | +81,167 | +$4M |
| FIVE - Five Below | 0.01% | Reduce −25.7% | 22,630 | $181.38 | $4M | −7,827 | −$2M |
| AMN - Amn Healthcare Svcs | 0.01% | Add +29.4% | 58,749 | $62.51 | $4M | +13,333 | +$272K |
| SITE - Siteone Landscape Supply | 0.01% | Reduce −2.3% | 20,842 | $174.55 | $4M | −491 | +$171K |
| DT - Dynatrace | 0.01% | Reduce −20.0% | 73,856 | $46.44 | $3M | −18,417 | −$2M |
| PYPL - Paypal | 0.01% | Reduce −99.8% | 49,478 | $66.99 | $3M | −20,745,006 | −$1.3B |
| VONG - Vanguard Scottsdale Fds | 0.01% | Hold | 33,266 | $86.67 | $3M | — | — |
| MORN - Morningstar | 0.01% | Reduce −32.3% | 9,331 | $308.37 | $3M | −4,454 | −$1M |
| Lgi Homes | 0.01% | Reduce −3.3% | 24,413 | $116.37 | $3M | −823 | −$2M |
| XPEL | 0.01% | Reduce −11.5% | 50,490 | $54.02 | $3M | −6,574 | −$345K |
| Endava | 0.01% | Add +5.8% | 70,331 | $38.04 | $3M | +3,833 | −$3M |
| MPWR - Monolithic Pwr Sys | 0.01% | Reduce −3.6% | 3,892 | $677.42 | $3M | −146 | +$89K |
| ETSY - ETSY Inc | 0.01% | Add +11.4% | 38,239 | $68.72 | $3M | +3,917 | −$154K |
| TECH - Bio-Techne | 0.01% | Add +65.4% | 37,024 | $70.39 | $3M | +14,641 | +$879K |
| Aspen Technology | 0.01% | Add +2.6% | 11,408 | $213.28 | $2M | +291 | −$14K |
| Helen Of Troy | 0.01% | Reduce −2.3% | 19,642 | $115.24 | $2M | −470 | −$79M |
| CALY - Topgolf Callaway Brands | 0.00% | Reduce −1.5% | 128,762 | $16.17 | $2M | −1,900 | +$208K |
| FND - Floor & Decor · CL A | 0.00% | Reduce −49.9% | 15,655 | $129.62 | $2M | −15,608 | −$1M |
| BWMN - Bowman Consulting Group | 0.00% | Reduce −1.3% | 55,838 | $34.79 | $2M | −737 | −$67K |
| ACWI - Ishares Tr | 0.00% | Reduce −82.9% | 17,409 | $110.13 | $2M | −84,181 | −$79M |
| MKTX - Marketaxess | 0.00% | Add +83.0% | 8,165 | $219.25 | $2M | +3,704 | −$66M |
| ACWX - Ishares Tr | 0.00% | Reduce −80.0% | 33,154 | $53.39 | $2M | −132,302 | −$3M |
| CRL - Charles Riv Labs Intl | 0.00% | Reduce −4.2% | 6,060 | $270.95 | $2M | −268 | +$146K |
| TYL - Tyler Technologies | 0.00% | Reduce −46.5% | 3,299 | $425.01 | $1M | −2,867 | −$1M |
| POOL - POOL Corp | 0.00% | Reduce −2.9% | 3,296 | $403.50 | $1M | −99 | −$24K |
| BMBL - Bumble · CL A | 0.00% | Reduce −80.9% | 98,635 | $11.35 | $1M | −418,995 | −$7M |
| IWM - Ishares Tr | 0.00% | Add +184.1% | 5,040 | $210.31 | $1M | +3,266 | −$4M |
| TREX — | 0.00% | Reduce −60.7% | 10,566 | $99.75 | $1M | −16,307 | −$1M |
| CATH - Global X Fds | 0.00% | Add +191.2% | 15,688 | $63.64 | $998K | +10,300 | +$648K |
| Skillsoft · CL A | 0.00% | Hold | 78,190 | $9.00 | $704K | — | — |
| SGOV - Ishares Tr | 0.00% | Reduce −30.6% | 3,475 | $100.71 | $350K | −1,530 | −$68M |
| Karooooo | 0.00% | Hold | 9,250 | $25.06 | $232K | — | — |
Showing top 50 of 100 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ILMN - Illumina | 0.20% | Exit | 0 | $2,389 | $81M | −33,913 | −$81M |
| ATHM - Autohome · CL A | 0.02% | Exit | 0 | $28.06 | $7M | −253,643 | −$7M |
| TSM - Taiwan Semiconductor Mfg | 0.01% | Exit | 0 | $104.01 | $4M | −42,083 | −$4M |
| VUG - Vanguard Index Fds | 0.01% | Exit | 0 | $310.87 | $3M | −8,412 | −$3M |
| Timothy Plan | — | Exit | 0 | $38.23 | $579K | −15,147 | −$579K |
| Timothy Plan | — | Exit | 0 | $26.46 | $420K | −15,875 | −$420K |
| SPY - Spdr S&P 500 ETF Tr | — | Exit | 0 | $475.83 | $315K | −662 | −$315K |
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