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 | 14.36% | Reduce −13.9% | 29,623,890 | $193.25 | $5.7B | −4,787,351 | −$482M |
| MSFT - Microsoft | 10.08% | Reduce −7.0% | 8,985,549 | $446.95 | $4B | −679,823 | −$50M |
| GOOG - Alphabet · CL C | 7.68% | Reduce −7.7% | 16,682,933 | $183.42 | $3.1B | −1,395,403 | +$307M |
| V - VISA · CL A | 5.27% | Reduce −4.7% | 7,997,622 | $262.47 | $2.1B | −394,868 | −$243M |
| NOW - Servicenow | 4.90% | Reduce −6.8% | 2,482,798 | $786.67 | $2B | −180,083 | −$77M |
| MA - Mastercard · CL A | 4.69% | Reduce −5.1% | 4,239,995 | $441.16 | $1.9B | −229,587 | −$282M |
| CRM - Salesforce | 4.33% | Reduce −3.5% | 6,714,688 | $257.10 | $1.7B | −240,057 | −$368M |
| TMO - Thermo Fisher Scientific | 4.30% | Reduce −4.8% | 3,102,010 | $553.00 | $1.7B | −156,917 | −$179M |
| ABT - Abbott Labs | 3.99% | Reduce −5.2% | 15,305,822 | $103.91 | $1.6B | −835,415 | −$244M |
| ABNB - Airbnb · CL A | 3.87% | Reduce −5.2% | 10,173,464 | $151.63 | $1.5B | −556,288 | −$227M |
| ADBE - Adobe | 3.71% | Reduce −6.0% | 2,665,186 | $555.54 | $1.5B | −170,936 | +$50M |
| NFLX - Netflix | 3.59% | Reduce −44.8% | 2,119,328 | $674.88 | $1.4B | −1,719,982 | −$901M |
| ACN - Accenture Ireland · CLASS A | 3.30% | Reduce −6.4% | 4,333,582 | $303.41 | $1.3B | −295,405 | −$290M |
| ZTS - Zoetis · CL A | 3.06% | Add +0.6% | 7,046,051 | $173.36 | $1.2B | +40,937 | +$36M |
| UNH - Unitedhealth Group | 2.87% | Reduce −6.0% | 2,249,052 | $509.26 | $1.1B | −144,729 | −$39M |
| NVO - Novo-Nordisk A S | 2.67% | Reduce −4.1% | 7,447,972 | $142.74 | $1.1B | −320,807 | +$66M |
| SHOP - Shopify · CL A | 2.44% | Add +1672.2% | 14,722,354 | $66.05 | $972M | +13,891,599 | +$908M |
| MSCI - MSCI Inc | 1.99% | Add +1113.1% | 1,650,450 | $481.75 | $795M | +1,514,394 | +$719M |
| WDAY - Workday · CL A | 1.92% | Reduce −6.9% | 3,428,901 | $223.56 | $767M | −253,205 | −$238M |
| IT - Gartner | 1.86% | Reduce −5.6% | 1,650,791 | $449.06 | $741M | −98,038 | −$92M |
| NKE - NIKE · CL B | 1.70% | Reduce −5.3% | 8,967,481 | $75.37 | $676M | −504,090 | −$214M |
| LLY - Eli Lilly & | 1.24% | Reduce −6.5% | 547,065 | $905.38 | $495M | −37,741 | +$40M |
| GOOGL - Alphabet · CL A | 0.96% | Reduce −1.9% | 2,094,374 | $182.15 | $381M | −40,989 | +$59M |
| ICLR - ICON | 0.85% | Reduce −1.2% | 1,085,062 | $313.47 | $340M | −13,157 | −$29M |
| PAYC - Paycom Software | 0.80% | Add +47.1% | 2,236,125 | $143.04 | $320M | +715,843 | +$17M |
| SAP - Sap Se | 0.63% | Reduce −1.6% | 1,254,529 | $201.71 | $253M | −20,197 | +$4M |
| AON - AON PLC · CL A | 0.61% | Reduce −1.0% | 822,041 | $293.58 | $241M | −8,075 | −$36M |
| ADP - Automatic Data Processing | 0.29% | Reduce −2.0% | 491,947 | $238.69 | $117M | −10,113 | −$8M |
| IWF - Ishares Tr | 0.27% | Add +293.0% | 297,803 | $364.51 | $109M | +222,017 | +$83M |
| GLOB - Globant S A | 0.21% | Reduce −4.3% | 477,338 | $178.26 | $85M | −21,236 | −$16M |
| MDT - Medtronic | 0.21% | Reduce −1.5% | 1,049,969 | $78.71 | $83M | −15,640 | −$10M |
| HDB - Hdfc Bank | 0.14% | Add +20.1% | 853,428 | $64.33 | $55M | +142,878 | +$15M |
| ASML — | 0.13% | Reduce −0.1% | 51,068 | $1,023 | $52M | −41 | +$3M |
| MELI - Mercadolibre | 0.13% | Reduce −6.7% | 31,040 | $1,643 | $51M | −2,240 | +$692K |
| UL - Unilever | 0.07% | Reduce 0.0% | 500,714 | $54.99 | $28M | −113 | +$2M |
| TME - Tencent Music Entmt Group | 0.05% | Reduce −43.5% | 1,504,807 | $14.05 | $21M | −1,157,974 | −$9M |
| ACWI - Ishares Tr | 0.05% | Add +909.2% | 175,686 | $112.40 | $20M | +158,277 | +$18M |
| HLI - Houlihan Lokey · CL A | 0.03% | Reduce −8.5% | 82,376 | $134.86 | $11M | −7,646 | −$431K |
| CWAN — · CL A | 0.03% | Add +4.6% | 571,837 | $18.52 | $11M | +25,355 | +$923K |
| ADSK - Autodesk | 0.03% | Reduce −99.1% | 42,117 | $247.45 | $10M | −4,896,615 | −$1.3B |
| Exlservice | 0.03% | Add +5.4% | 327,095 | $31.36 | $10M | +16,680 | +$386K |
| PGNY - Progyny | 0.03% | Reduce −7.8% | 348,292 | $28.61 | $10M | −29,652 | −$4M |
| HLNE - Hamilton Lane · CL A | 0.02% | Reduce −14.9% | 78,225 | $123.58 | $10M | −13,694 | −$698K |
| CCC — | 0.02% | Add +51.2% | 854,191 | $11.11 | $9M | +289,360 | +$3M |
| GNRC - Generac | 0.02% | Reduce −4.2% | 70,988 | $132.22 | $9M | −3,086 | +$42K |
| LVS - Las Vegas Sands | 0.02% | Reduce −15.3% | 196,374 | $44.25 | $9M | −35,582 | −$3M |
| BIL - Spdr Ser Tr | 0.02% | Reduce −63.2% | 91,892 | $91.78 | $8M | −158,008 | −$15M |
| Revolve Group · CL A | 0.02% | Reduce −1.6% | 511,992 | $15.91 | $8M | −8,475 | −$3M |
| ALRM - Alarm | 0.02% | Add +2.2% | 128,165 | $63.54 | $8M | +2,741 | −$946K |
| CNM - Core & Main · CL A | 0.02% | Reduce −0.6% | 158,999 | $48.94 | $8M | −1,015 | −$1M |
| Dlocal · CLASS A | 0.02% | Reduce −25.5% | 953,716 | $8.09 | $8M | −326,204 | −$11M |
| WRBY - Warby Parker · CL A | 0.02% | Reduce −3.3% | 463,853 | $16.06 | $7M | −15,654 | +$923K |
| ALITEUR - Alight · CL A | 0.02% | Reduce −21.6% | 1,008,705 | $7.38 | $7M | −278,599 | −$5M |
| GSHD - Goosehead Ins · CL A | 0.02% | Reduce −2.2% | 129,053 | $57.44 | $7M | −2,949 | −$1M |
| PDD - Pinduoduo | 0.02% | New | 54,875 | $132.95 | $7M | +54,875 | +$7M |
| MEDP - Medpace | 0.02% | Add +2.3% | 17,341 | $411.85 | $7M | +382 | +$288K |
| EEFT - Euronet Worldwide | 0.02% | Reduce −14.8% | 64,711 | $103.50 | $7M | −11,274 | −$2M |
| YUMC - Yum China | 0.02% | Reduce −34.4% | 201,365 | $30.84 | $6M | −105,720 | −$6M |
| SITM - Sitime | 0.01% | Reduce −25.2% | 46,054 | $124.38 | $6M | −15,509 | −$11K |
| BL - Blackline | 0.01% | Reduce −4.4% | 104,007 | $48.45 | $5M | −4,757 | −$2M |
| EPAM - Epam Sys | 0.01% | Reduce −27.8% | 25,775 | $188.11 | $5M | −9,930 | −$5M |
| ALGN - Align Technology | 0.01% | Reduce −98.4% | 20,006 | $241.43 | $5M | −1,196,063 | −$394M |
| YETI — | 0.01% | Reduce −12.6% | 120,632 | $38.15 | $5M | −17,342 | −$717K |
| FSV - Firstservice | 0.01% | Reduce −16.9% | 29,787 | $152.37 | $5M | −6,076 | −$1M |
| KB - Kb Finl Group | 0.01% | Reduce −3.6% | 78,267 | $56.61 | $4M | −2,900 | +$204K |
| APPF - Appfolio · CL A | 0.01% | Reduce −32.5% | 17,855 | $244.58 | $4M | −8,599 | −$2M |
| OPCH - Option Care Health | 0.01% | New | 153,541 | $27.70 | $4M | +153,541 | +$4M |
| FOXA - Fox Factory | 0.01% | Reduce −14.4% | 80,541 | $48.19 | $4M | −13,532 | −$1M |
| CATH - Global X Fds | 0.01% | Add +255.7% | 55,803 | $65.40 | $4M | +40,115 | +$3M |
| QLYS - Qualys | 0.01% | Reduce −16.5% | 25,568 | $142.60 | $4M | −5,067 | −$1M |
| VONG - Vanguard Scottsdale Fds | 0.01% | Add +3.8% | 34,536 | $93.81 | $3M | +1,270 | +$357K |
| AMN - Amn Healthcare Svcs | 0.01% | Add +5.2% | 61,781 | $51.23 | $3M | +3,032 | −$507K |
| AAON — | 0.01% | New | 34,884 | $87.24 | $3M | +34,884 | +$3M |
| DOCS - Doximity · CL A | 0.01% | Reduce −36.7% | 105,500 | $27.97 | $3M | −61,289 | −$2M |
| IBP - Installed Bldg Prods | 0.01% | New | 13,093 | $205.69 | $3M | +13,093 | +$3M |
| TECH - Bio-Techne | 0.01% | Reduce −4.2% | 35,457 | $71.65 | $3M | −1,567 | −$66K |
| MORN - Morningstar | 0.01% | Reduce −13.6% | 8,064 | $295.85 | $2M | −1,267 | −$492K |
| CALY - Topgolf Callaway Brands | 0.01% | Add +18.9% | 153,111 | $15.30 | $2M | +24,349 | +$261K |
| DT - Dynatrace | 0.01% | Reduce −30.8% | 51,083 | $44.74 | $2M | −22,773 | −$1M |
| FIVE - Five Below | 0.01% | Reduce −8.2% | 20,784 | $108.97 | $2M | −1,846 | −$2M |
| ACWX - Ishares Tr | 0.01% | Add +18.8% | 39,371 | $53.13 | $2M | +6,217 | +$322K |
| SITE - Siteone Landscape Supply | 0.01% | Reduce −17.9% | 17,111 | $121.41 | $2M | −3,731 | −$2M |
| RH | 0.01% | Reduce −49.2% | 8,283 | $244.45 | $2M | −8,035 | −$4M |
| MPWR - Monolithic Pwr Sys | 0.01% | Reduce −37.3% | 2,442 | $821.68 | $2M | −1,450 | −$630K |
| IWM - Ishares Tr | 0.01% | Add +96.2% | 9,888 | $202.89 | $2M | +4,848 | +$946K |
| Aspen Technology | 0.00% | Reduce −13.6% | 9,853 | $198.63 | $2M | −1,555 | −$476K |
| ETSY - ETSY Inc | 0.00% | Reduce −13.9% | 32,925 | $58.98 | $2M | −5,314 | −$686K |
| Lgi Homes | 0.00% | Reduce −17.7% | 20,103 | $89.49 | $2M | −4,310 | −$1M |
| MKTX - Marketaxess | 0.00% | Reduce −1.0% | 8,084 | $200.53 | $2M | −81 | −$169K |
| TYL - Tyler Technologies | 0.00% | Reduce −5.7% | 3,110 | $502.78 | $2M | −189 | +$162K |
| BWMN - Bowman Consulting Group | 0.00% | Reduce −17.4% | 46,145 | $31.79 | $1M | −9,693 | −$476K |
| CRL - Charles Riv Labs Intl | 0.00% | Reduce −5.7% | 5,715 | $206.58 | $1M | −345 | −$461K |
| POOL - POOL Corp | 0.00% | Add +5.7% | 3,485 | $307.33 | $1M | +189 | −$259K |
| COPA SA · CL A | 0.00% | Reduce −20.1% | 11,168 | $95.18 | $1M | −2,805 | −$392K |
| SGOV - Ishares Tr | 0.00% | Add +197.4% | 10,334 | $100.71 | $1M | +6,859 | +$691K |
| Skillsoft · CL A | 0.00% | Reduce −6.5% | 73,112 | $13.83 | $1M | −5,078 | +$307K |
| FND - Floor & Decor · CL A | 0.00% | Reduce −51.2% | 7,635 | $99.41 | $759K | −8,020 | −$1M |
| PYPL - Paypal | 0.00% | Reduce −74.2% | 12,770 | $58.03 | $741K | −36,708 | −$3M |
| Endava | 0.00% | Reduce −73.1% | 18,930 | $29.24 | $554K | −51,401 | −$2M |
| FCX - Freeport-Mcmoran · CL B | 0.00% | Add +0.1% | 10,419 | $48.60 | $506K | +9 | +$17K |
| TREX — | 0.00% | Reduce −49.1% | 5,379 | $74.12 | $399K | −5,187 | −$655K |
| NTES - Netease | 0.00% | Hold | 4,000 | $95.58 | $382K | — | — |
Showing top 50 of 102 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| WING - Wingstop | 0.01% | Exit | 0 | $366.38 | $5M | −13,617 | −$5M |
| XPEL | 0.01% | Exit | 0 | $54.01 | $3M | −50,490 | −$3M |
| Helen Of Troy | 0.01% | Exit | 0 | $115.26 | $2M | −19,642 | −$2M |
| BMBL - Bumble · CL A | — | Exit | 0 | $11.35 | $1M | −98,635 | −$1M |
| Karooooo | — | Exit | 0 | $25.08 | $232K | −9,250 | −$232K |
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