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 | 12.38% | Reduce −13.1% | 25,744,857 | $186.33 | $4.8B | −3,879,033 | −$928M |
| MSFT - Microsoft | 7.79% | Reduce −22.0% | 7,012,465 | $430.30 | $3B | −1,973,084 | −$999M |
| GOOG - Alphabet · CL C | 5.53% | Reduce −23.1% | 12,821,010 | $167.19 | $2.1B | −3,861,923 | −$916M |
| V - VISA · CL A | 5.15% | Reduce −9.3% | 7,257,741 | $274.95 | $2B | −739,881 | −$104M |
| NOW - Servicenow | 5.13% | Reduce −10.4% | 2,223,744 | $894.39 | $2B | −259,054 | +$36M |
| MA - Mastercard · CL A | 4.89% | Reduce −9.6% | 3,833,355 | $493.80 | $1.9B | −406,640 | +$22M |
| TMO - Thermo Fisher Scientific | 4.48% | Reduce −9.5% | 2,806,786 | $618.57 | $1.7B | −295,224 | +$21M |
| ADBE - Adobe | 4.43% | Add +24.3% | 3,311,628 | $517.78 | $1.7B | +646,442 | +$234M |
| ABT - Abbott Labs | 4.10% | Reduce −8.9% | 13,937,610 | $114.01 | $1.6B | −1,368,212 | −$1M |
| AAPL - Apple | 4.05% | New | 6,736,143 | $233.00 | $1.6B | +6,736,143 | +$1.6B |
| SHOP - Shopify · CL A | 3.92% | Add +28.8% | 18,967,838 | $80.14 | $1.5B | +4,245,484 | +$548M |
| ORCL - Oracle | 3.86% | New | 8,767,967 | $170.40 | $1.5B | +8,767,967 | +$1.5B |
| ACN - Accenture Ireland · CLASS A | 3.56% | Reduce −10.0% | 3,902,146 | $353.48 | $1.4B | −431,436 | +$64M |
| NFLX - Netflix | 3.49% | Reduce −10.0% | 1,907,867 | $709.27 | $1.4B | −211,461 | −$77M |
| MSCI - MSCI Inc | 3.35% | Add +35.0% | 2,228,293 | $582.93 | $1.3B | +577,843 | +$504M |
| ZTS - Zoetis · CL A | 3.21% | Reduce −9.6% | 6,366,653 | $195.38 | $1.2B | −679,398 | +$22M |
| WDAY - Workday · CL A | 3.03% | Add +40.1% | 4,802,526 | $244.41 | $1.2B | +1,373,625 | +$407M |
| UNH - Unitedhealth Group | 3.01% | Reduce −11.2% | 1,996,422 | $584.68 | $1.2B | −252,630 | +$22M |
| ABNB - Airbnb · CL A | 3.01% | Reduce −9.7% | 9,182,584 | $126.81 | $1.2B | −990,880 | −$378M |
| NVO - Novo-Nordisk A S | 2.11% | Reduce −8.0% | 6,854,659 | $119.07 | $816M | −593,313 | −$247M |
| IT - Gartner | 1.92% | Reduce −11.0% | 1,469,390 | $506.76 | $745M | −181,401 | +$3M |
| PAYC - Paycom Software | 1.51% | Add +57.0% | 3,510,896 | $166.57 | $585M | +1,274,771 | +$265M |
| LLY - Eli Lilly & | 1.12% | Reduce −10.4% | 489,955 | $885.94 | $434M | −57,110 | −$61M |
| ICLR - ICON | 0.78% | Reduce −2.9% | 1,053,770 | $287.31 | $303M | −31,292 | −$37M |
| AON - AON PLC · CL A | 0.70% | Reduce −4.9% | 781,489 | $345.99 | $270M | −40,552 | +$29M |
| SAP - Sap Se | 0.63% | Reduce −15.2% | 1,064,415 | $229.10 | $244M | −190,114 | −$9M |
| GOOGL - Alphabet · CL A | 0.55% | Reduce −39.2% | 1,274,326 | $165.85 | $211M | −820,048 | −$170M |
| GLOB - Globant S A | 0.32% | Add +32.6% | 632,979 | $198.14 | $125M | +155,641 | +$40M |
| MDT - Medtronic | 0.24% | Reduce −2.6% | 1,023,029 | $90.03 | $92M | −26,940 | +$9M |
| MELI - Mercadolibre | 0.21% | Add +25.7% | 39,015 | $2,052 | $80M | +7,975 | +$29M |
| IWF - Ishares Tr | 0.16% | Reduce −45.5% | 162,206 | $375.38 | $61M | −135,597 | −$48M |
| ASML — | 0.14% | Add +31.8% | 67,283 | $833.24 | $56M | +16,215 | +$4M |
| ADP - Automatic Data Processing | 0.14% | Reduce −59.7% | 198,152 | $276.73 | $55M | −293,795 | −$63M |
| HDB - Hdfc Bank | 0.14% | Reduce −1.7% | 839,039 | $62.56 | $52M | −14,389 | −$2M |
| TME - Tencent Music Entmt Group | 0.05% | Add +2.3% | 1,539,938 | $12.05 | $19M | +35,131 | −$3M |
| UL - Unilever | 0.04% | Reduce −48.5% | 257,804 | $64.96 | $17M | −242,910 | −$11M |
| ONON - ON AG | 0.04% | New | 295,518 | $50.15 | $15M | +295,518 | +$15M |
| PDD - Pinduoduo | 0.03% | Add +71.4% | 94,050 | $134.81 | $13M | +39,175 | +$5M |
| Exlservice | 0.03% | Reduce −0.4% | 325,845 | $38.15 | $12M | −1,250 | +$2M |
| ACWI - Ishares Tr | 0.03% | Reduce −48.1% | 91,122 | $119.55 | $11M | −84,564 | −$9M |
| HLI - Houlihan Lokey · CL A | 0.03% | Reduce −17.1% | 68,311 | $158.02 | $11M | −14,065 | −$315K |
| LVS - Las Vegas Sands | 0.03% | Add +3.3% | 202,934 | $50.34 | $10M | +6,560 | +$2M |
| Revolve Group · CL A | 0.03% | Reduce −21.3% | 402,820 | $24.78 | $10M | −109,172 | +$2M |
| CRM - Salesforce | 0.03% | Reduce −99.5% | 35,710 | $273.71 | $10M | −6,678,978 | −$1.7B |
| YUMC - Yum China | 0.02% | Add +4.7% | 210,855 | $45.02 | $9M | +9,490 | +$3M |
| GSHD - Goosehead Ins · CL A | 0.02% | Reduce −18.0% | 105,858 | $89.30 | $9M | −23,195 | +$2M |
| HLNE - Hamilton Lane · CL A | 0.02% | Reduce −28.6% | 55,830 | $168.39 | $9M | −22,395 | −$266K |
| GNRC - Generac | 0.02% | Reduce −18.4% | 57,902 | $158.88 | $9M | −13,086 | −$187K |
| CCC — | 0.02% | Reduce −6.8% | 796,190 | $11.05 | $9M | −58,001 | −$692K |
| CWAN — · CL A | 0.02% | Reduce −40.7% | 338,954 | $25.25 | $9M | −232,883 | −$2M |
| Dlocal · CLASS A | 0.02% | Add +3.5% | 987,283 | $8.00 | $8M | +33,567 | +$183K |
| ELF - E L F Beauty | 0.02% | New | 64,126 | $109.03 | $7M | +64,126 | +$7M |
| WRBY - Warby Parker · CL A | 0.02% | Reduce −10.7% | 414,405 | $16.33 | $7M | −49,448 | −$682K |
| CNM - Core & Main · CL A | 0.02% | Reduce −7.3% | 147,407 | $44.40 | $7M | −11,592 | −$1M |
| ALRM - Alarm | 0.02% | Reduce −7.7% | 118,324 | $54.67 | $6M | −9,841 | −$2M |
| IVV - Ishares Tr | 0.02% | New | 10,746 | $576.82 | $6M | +10,746 | +$6M |
| PGNY - Progyny | 0.02% | Add +4.0% | 362,120 | $16.76 | $6M | +13,828 | −$4M |
| EEFT - Euronet Worldwide | 0.02% | Reduce −7.4% | 59,928 | $99.23 | $6M | −4,783 | −$751K |
| VUG - Vanguard Index Fds | 0.01% | New | 13,814 | $383.93 | $5M | +13,814 | +$5M |
| RGEN - Repligen | 0.01% | Add +142.8% | 35,383 | $148.82 | $5M | +20,811 | +$3M |
| FSV - Firstservice | 0.01% | Reduce −5.5% | 28,137 | $182.46 | $5M | −1,650 | +$595K |
| MEDP - Medpace | 0.01% | Reduce −13.7% | 14,964 | $333.81 | $5M | −2,377 | −$2M |
| KB - Kb Finl Group | 0.01% | Hold | 78,267 | $61.75 | $5M | — | — |
| YETI — | 0.01% | Reduce −6.1% | 113,236 | $41.03 | $5M | −7,396 | +$44K |
| Insight Enterprises | 0.01% | New | 21,357 | $215.39 | $5M | +21,357 | +$5M |
| OPCH - Option Care Health | 0.01% | Reduce −6.0% | 144,294 | $31.30 | $5M | −9,247 | +$263K |
| IBP - Installed Bldg Prods | 0.01% | Add +37.2% | 17,963 | $246.27 | $4M | +4,870 | +$2M |
| EPAM - Epam Sys | 0.01% | Reduce −19.6% | 20,722 | $199.03 | $4M | −5,053 | −$724K |
| Paylocity | 0.01% | New | 23,332 | $164.97 | $4M | +23,332 | +$4M |
| BL - Blackline | 0.01% | Reduce −33.4% | 69,297 | $55.14 | $4M | −34,710 | −$1M |
| Nv5 Global | 0.01% | New | 40,808 | $93.48 | $4M | +40,808 | +$4M |
| CATH - Global X Fds | 0.01% | Reduce −1.9% | 54,750 | $69.39 | $4M | −1,053 | +$150K |
| AIT — | 0.01% | Add +113.4% | 16,204 | $223.13 | $4M | +8,609 | +$2M |
| AAON — | 0.01% | Reduce −5.6% | 32,928 | $107.84 | $4M | −1,956 | +$508K |
| IWM - Ishares Tr | 0.01% | Add +35.3% | 13,381 | $220.90 | $3M | +3,493 | +$950K |
| FOXA - Fox Factory | 0.01% | Reduce −14.7% | 68,723 | $41.50 | $3M | −11,818 | −$1M |
| QLYS - Qualys | 0.01% | Reduce −19.8% | 20,504 | $128.46 | $3M | −5,064 | −$1M |
| ALGN - Align Technology | 0.01% | Reduce −48.9% | 10,215 | $254.33 | $3M | −9,791 | −$2M |
| SITE - Siteone Landscape Supply | 0.01% | Reduce −4.8% | 16,293 | $150.91 | $2M | −818 | +$381K |
| ROAD - Construction Partners · CL A | 0.01% | Add +37.2% | 35,094 | $69.80 | $2M | +9,520 | +$1M |
| RMBS - Rambus Del | 0.01% | New | 56,150 | $42.22 | $2M | +56,150 | +$2M |
| Lgi Homes | 0.01% | Reduce −3.3% | 19,430 | $118.52 | $2M | −673 | +$504K |
| ACWX - Ishares Tr | 0.01% | Add +0.3% | 39,480 | $57.22 | $2M | +109 | +$167K |
| MKTX - Marketaxess | 0.01% | Add +7.2% | 8,669 | $256.20 | $2M | +585 | +$600K |
| TECH - Bio-Techne | 0.01% | Reduce −22.6% | 27,443 | $79.93 | $2M | −8,014 | −$347K |
| DT - Dynatrace | 0.01% | Reduce −24.1% | 38,791 | $53.47 | $2M | −12,292 | −$211K |
| ADSK - Autodesk | 0.01% | Reduce −82.8% | 7,239 | $275.48 | $2M | −34,878 | −$8M |
| MORN - Morningstar | 0.01% | Reduce −23.2% | 6,196 | $319.12 | $2M | −1,868 | −$408K |
| KNSL - Kinsale Cap Group | 0.01% | Add +80.6% | 4,181 | $465.57 | $2M | +1,866 | +$1M |
| AMN - Amn Healthcare Svcs | 0.00% | Reduce −27.5% | 44,812 | $42.39 | $2M | −16,969 | −$1M |
| SGOV - Ishares Tr | 0.00% | Add +79.3% | 18,526 | $100.72 | $2M | +8,192 | +$825K |
| Aspen Technology | 0.00% | Reduce −24.1% | 7,483 | $238.82 | $2M | −2,370 | −$170K |
| TYL - Tyler Technologies | 0.00% | Reduce −22.9% | 2,397 | $583.72 | $1M | −713 | −$164K |
| POOL - POOL Corp | 0.00% | Add +5.4% | 3,672 | $376.80 | $1M | +187 | +$313K |
| ETSY - ETSY Inc | 0.00% | Reduce −24.9% | 24,738 | $55.53 | $1M | −8,187 | −$568K |
| NKE - NIKE · CL B | 0.00% | Reduce −99.8% | 15,237 | $88.40 | $1M | −8,952,244 | −$675M |
| OLLI - Ollies Bargain Outlet | 0.00% | Reduce −1.5% | 12,608 | $97.20 | $1M | −192 | −$31K |
| Tetra Tech | 0.00% | Add +598.8% | 23,124 | $47.16 | $1M | +19,815 | +$414K |
| CRL - Charles Riv Labs Intl | 0.00% | Reduce −3.7% | 5,504 | $196.97 | $1M | −211 | −$96K |
| CALY - Topgolf Callaway Brands | 0.00% | Reduce −37.3% | 95,972 | $10.98 | $1M | −57,139 | −$1M |
| BWMN - Bowman Consulting Group | 0.00% | Reduce −10.7% | 41,186 | $24.08 | $992K | −4,959 | −$475K |
| COPA SA · CL A | 0.00% | Reduce −13.8% | 9,628 | $93.84 | $903K | −1,540 | −$159K |
| FND - Floor & Decor · CL A | 0.00% | Reduce −4.8% | 7,266 | $124.17 | $902K | −369 | +$143K |
| KSPI - Kaspi Kz Jsc | 0.00% | Reduce −13.6% | 8,371 | $105.99 | $887K | −1,315 | −$362K |
| PYPL - Paypal | 0.00% | Reduce −31.0% | 8,813 | $78.03 | $688K | −3,957 | −$53K |
| Skillsoft · CL A | 0.00% | Reduce −41.5% | 42,744 | $15.50 | $663K | −30,368 | −$349K |
| NTES - Netease | 0.00% | Add +31.7% | 5,268 | $93.51 | $493K | +1,268 | +$110K |
| BIL - Spdr Ser Tr | 0.00% | Reduce −94.5% | 5,072 | $91.81 | $466K | −86,820 | −$8M |
| FIVE - Five Below | 0.00% | Reduce −75.9% | 5,004 | $88.35 | $442K | −15,780 | −$2M |
| TREX — | 0.00% | Reduce −3.5% | 5,189 | $66.58 | $345K | −190 | −$53K |
| Endava | 0.00% | Reduce −48.4% | 9,776 | $25.54 | $250K | −9,154 | −$304K |
Showing top 50 of 111 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ALITEUR - Alight · CL A | 0.02% | Exit | 0 | $7.38 | $7M | −1,008,705 | −$7M |
| SITM - Sitime | 0.01% | Exit | 0 | $124.38 | $6M | −46,054 | −$6M |
| APPF - Appfolio · CL A | 0.01% | Exit | 0 | $244.58 | $4M | −17,855 | −$4M |
| VONG - Vanguard Scottsdale Fds | 0.01% | Exit | 0 | $93.82 | $3M | −34,536 | −$3M |
| DOCS - Doximity · CL A | 0.01% | Exit | 0 | $27.97 | $3M | −105,500 | −$3M |
| RH | 0.01% | Exit | 0 | $244.48 | $2M | −8,283 | −$2M |
| MPWR - Monolithic Pwr Sys | 0.01% | Exit | 0 | $821.87 | $2M | −2,442 | −$2M |
| FCX - Freeport-Mcmoran · CL B | — | Exit | 0 | $48.57 | $506K | −10,419 | −$506K |
| META - Meta Platforms · CL A | — | Exit | 0 | $503.71 | $407K | −808 | −$407K |
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