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 | 11.59% | Reduce −24.1% | 19,546,612 | $219.39 | $4.3B | −6,198,245 | −$509M |
| MSFT - Microsoft | 7.30% | Reduce −8.6% | 6,410,882 | $421.50 | $2.7B | −601,583 | −$315M |
| GOOG - Alphabet · CL C | 5.70% | Reduce −13.6% | 11,076,271 | $190.44 | $2.1B | −1,744,739 | −$34M |
| V - VISA · CL A | 5.62% | Reduce −9.4% | 6,578,733 | $316.04 | $2.1B | −679,008 | +$84M |
| MA - Mastercard · CL A | 4.97% | Reduce −8.9% | 3,492,466 | $526.57 | $1.8B | −340,889 | −$54M |
| SHOP - Shopify · CL A | 4.91% | Reduce −10.0% | 17,079,480 | $106.33 | $1.8B | −1,888,358 | +$296M |
| ORCL - Oracle | 4.83% | Add +22.3% | 10,723,731 | $166.64 | $1.8B | +1,955,764 | +$293M |
| NOW - Servicenow | 4.68% | Reduce −26.5% | 1,634,595 | $1,060 | $1.7B | −589,149 | −$256M |
| AAPL - Apple | 4.17% | Reduce −8.4% | 6,169,513 | $250.42 | $1.5B | −566,630 | −$25M |
| NFLX - Netflix | 4.16% | Reduce −9.4% | 1,727,862 | $891.32 | $1.5B | −180,005 | +$187M |
| ABT - Abbott Labs | 3.88% | Reduce −9.0% | 12,688,363 | $113.11 | $1.4B | −1,249,247 | −$154M |
| ADBE - Adobe | 3.62% | Reduce −8.9% | 3,015,574 | $444.68 | $1.3B | −296,054 | −$374M |
| TMO - Thermo Fisher Scientific | 3.46% | Reduce −12.3% | 2,461,195 | $520.23 | $1.3B | −345,591 | −$456M |
| ACN - Accenture Ireland · CLASS A | 3.35% | Reduce −9.6% | 3,526,610 | $351.79 | $1.2B | −375,536 | −$139M |
| MSCI - MSCI Inc | 3.29% | Reduce −8.8% | 2,032,238 | $600.01 | $1.2B | −196,055 | −$80M |
| ZTS - Zoetis · CL A | 3.29% | Add +17.5% | 7,483,194 | $162.93 | $1.2B | +1,116,541 | −$25M |
| WDAY - Workday · CL A | 2.99% | Reduce −10.7% | 4,287,623 | $258.03 | $1.1B | −514,903 | −$67M |
| ABNB - Airbnb · CL A | 2.92% | Reduce −10.5% | 8,216,914 | $131.41 | $1.1B | −965,670 | −$85M |
| LLY - Eli Lilly & | 2.70% | Add +164.4% | 1,295,389 | $772.00 | $1B | +805,434 | +$566M |
| PAYC - Paycom Software | 1.76% | Reduce −9.7% | 3,171,660 | $204.97 | $650M | −339,236 | +$65M |
| UNH - Unitedhealth Group | 1.54% | Reduce −43.6% | 1,125,593 | $505.86 | $569M | −870,829 | −$598M |
| NVO - Novo-Nordisk A S | 1.49% | Reduce −6.5% | 6,405,748 | $86.02 | $551M | −448,911 | −$265M |
| CSGP - Costar Group | 1.26% | New | 6,497,188 | $71.59 | $465M | +6,497,188 | +$465M |
| IT - Gartner | 1.18% | Reduce −38.6% | 902,690 | $484.47 | $437M | −566,700 | −$307M |
| AON - AON PLC · CL A | 0.70% | Reduce −8.0% | 719,322 | $359.16 | $258M | −62,167 | −$12M |
| SAP - Sap Se | 0.67% | Reduce −6.1% | 999,944 | $246.21 | $246M | −64,471 | +$2M |
| GOOGL - Alphabet · CL A | 0.63% | Reduce −3.5% | 1,230,197 | $189.30 | $233M | −44,129 | +$22M |
| IWF - Ishares Tr | 0.55% | Add +210.5% | 503,619 | $401.58 | $202M | +341,413 | +$141M |
| ICLR - ICON | 0.40% | Reduce −32.5% | 711,510 | $209.71 | $149M | −342,260 | −$154M |
| GLOB - Globant S A | 0.37% | Add +0.2% | 634,524 | $214.42 | $136M | +1,545 | +$11M |
| MDT - Medtronic | 0.17% | Reduce −23.5% | 782,478 | $79.88 | $63M | −240,551 | −$30M |
| MELI - Mercadolibre | 0.17% | Reduce −6.2% | 36,595 | $1,700 | $62M | −2,420 | −$18M |
| ADP - Automatic Data Processing | 0.14% | Reduce −9.3% | 179,749 | $292.73 | $53M | −18,403 | −$2M |
| HDB - Hdfc Bank | 0.13% | Reduce −7.7% | 774,580 | $63.86 | $49M | −64,459 | −$3M |
| ASML — | 0.12% | Reduce −7.6% | 62,141 | $693.08 | $43M | −5,142 | −$13M |
| WTW - Willis Towers Watson | 0.11% | New | 128,586 | $313.24 | $40M | +128,586 | +$40M |
| ACWI - Ishares Tr | 0.10% | Add +248.8% | 317,801 | $117.50 | $37M | +226,679 | +$26M |
| SPOT - Spotify Technology S A | 0.07% | New | 60,861 | $447.38 | $27M | +60,861 | +$27M |
| NU — · CL A | 0.06% | New | 2,243,471 | $10.36 | $23M | +2,243,471 | +$23M |
| ACWX - Ishares Tr | 0.05% | Add +863.2% | 380,271 | $52.16 | $20M | +340,791 | +$18M |
| VUG - Vanguard Index Fds | 0.04% | Add +182.7% | 39,046 | $410.44 | $16M | +25,232 | +$11M |
| ONON - ON AG | 0.04% | Reduce −5.8% | 278,383 | $54.77 | $15M | −17,135 | +$427K |
| Exlservice | 0.04% | Reduce −2.0% | 319,490 | $44.38 | $14M | −6,355 | +$2M |
| UL - Unilever | 0.04% | Reduce −5.3% | 244,122 | $56.70 | $14M | −13,682 | −$3M |
| MNDY - Monday | 0.03% | New | 53,186 | $235.44 | $13M | +53,186 | +$13M |
| TME - Tencent Music Entmt Group | 0.03% | Reduce −31.2% | 1,059,587 | $11.35 | $12M | −480,351 | −$7M |
| Revolve Group · CL A | 0.03% | Reduce −24.4% | 304,529 | $33.49 | $10M | −98,291 | +$217K |
| GSHD - Goosehead Ins · CL A | 0.02% | Reduce −20.4% | 84,310 | $107.22 | $9M | −21,548 | −$413K |
| CCC — | 0.02% | Reduce −4.3% | 762,304 | $11.73 | $9M | −33,886 | +$144K |
| HLNE - Hamilton Lane · CL A | 0.02% | Reduce −0.3% | 55,644 | $148.05 | $8M | −186 | −$1M |
| LVS - Las Vegas Sands | 0.02% | Reduce −23.8% | 154,724 | $51.36 | $8M | −48,210 | −$2M |
| WRBY - Warby Parker · CL A | 0.02% | Reduce −22.8% | 319,822 | $24.21 | $8M | −94,583 | +$976K |
| ELF - E L F Beauty | 0.02% | Reduce −4.1% | 61,473 | $125.55 | $8M | −2,653 | +$726K |
| Dlocal · CLASS A | 0.02% | Reduce −36.5% | 627,360 | $11.26 | $7M | −359,923 | −$834K |
| CNM - Core & Main · CL A | 0.02% | Reduce −7.9% | 135,737 | $50.91 | $7M | −11,670 | +$366K |
| GNRC - Generac | 0.02% | Reduce −23.3% | 44,416 | $155.05 | $7M | −13,486 | −$2M |
| CRM - Salesforce | 0.02% | Reduce −45.2% | 19,582 | $334.34 | $7M | −16,128 | −$3M |
| PDD - Pinduoduo | 0.02% | Reduce −28.7% | 67,092 | $96.99 | $7M | −26,958 | −$6M |
| Insight Enterprises | 0.02% | Add +94.0% | 41,431 | $152.10 | $6M | +20,074 | +$2M |
| HLI - Houlihan Lokey · CL A | 0.02% | Reduce −47.3% | 35,999 | $173.66 | $6M | −32,312 | −$5M |
| FSV - Firstservice | 0.02% | Add +16.5% | 32,771 | $181.02 | $6M | +4,634 | +$798K |
| RGEN - Repligen | 0.02% | Add +14.6% | 40,556 | $143.94 | $6M | +5,173 | +$572K |
| Paylocity | 0.02% | Add +23.0% | 28,689 | $199.47 | $6M | +5,357 | +$2M |
| SPY - Spdr S&P 500 ETF Tr | 0.02% | Add +412.0% | 9,539 | $586.07 | $6M | +7,676 | +$5M |
| BROS - Dutch Bros · CL A | 0.01% | Add +137.4% | 105,023 | $52.38 | $6M | +60,782 | +$4M |
| MEDP - Medpace | 0.01% | Add +8.4% | 16,223 | $332.23 | $5M | +1,259 | +$395K |
| RMBS - Rambus Del | 0.01% | Add +76.8% | 99,259 | $52.86 | $5M | +43,109 | +$3M |
| PGNY - Progyny | 0.01% | Reduce −28.0% | 260,708 | $17.25 | $4M | −101,412 | −$2M |
| AIT — | 0.01% | Add +14.5% | 18,556 | $239.47 | $4M | +2,352 | +$828K |
| WSC - Willscot · CL A | 0.01% | New | 125,024 | $33.45 | $4M | +125,024 | +$4M |
| YUMC - Yum China | 0.01% | Reduce −59.2% | 85,998 | $48.17 | $4M | −124,857 | −$5M |
| TREX — | 0.01% | Add +984.4% | 56,268 | $69.03 | $4M | +51,079 | +$4M |
| CWAN — · CL A | 0.01% | Reduce −58.7% | 140,029 | $27.52 | $4M | −198,925 | −$5M |
| BL - Blackline | 0.01% | Reduce −9.4% | 62,791 | $60.76 | $4M | −6,506 | −$6K |
| YETI — | 0.01% | Reduce −13.4% | 98,057 | $38.51 | $4M | −15,179 | −$870K |
| AAON — | 0.01% | Reduce −4.2% | 31,557 | $117.68 | $4M | −1,371 | +$163K |
| CATH - Global X Fds | 0.01% | Reduce −13.0% | 47,625 | $70.84 | $3M | −7,125 | −$425K |
| SITE - Siteone Landscape Supply | 0.01% | Add +48.2% | 24,140 | $131.77 | $3M | +7,847 | +$722K |
| VXUS - Vanguard Intl Equity Index | 0.01% | Add +566.8% | 26,794 | $117.48 | $3M | +22,776 | +$3M |
| EPAM - Epam Sys | 0.01% | Reduce −35.1% | 13,454 | $233.82 | $3M | −7,268 | −$978K |
| ROAD - Construction Partners · CL A | 0.01% | Reduce −8.8% | 32,009 | $88.46 | $3M | −3,085 | +$382K |
| FN - Fabrinet | 0.01% | New | 12,605 | $219.88 | $3M | +12,605 | +$3M |
| IBP - Installed Bldg Prods | 0.01% | Reduce −12.3% | 15,752 | $175.25 | $3M | −2,211 | −$2M |
| BDC - Belden | 0.01% | New | 24,182 | $112.61 | $3M | +24,182 | +$3M |
| QLYS - Qualys | 0.01% | Reduce −8.8% | 18,701 | $140.22 | $3M | −1,803 | −$12K |
| IWM - Ishares Tr | 0.01% | Reduce −25.2% | 10,007 | $220.96 | $2M | −3,374 | −$745K |
| KNSL - Kinsale Cap Group | 0.01% | Add +8.0% | 4,517 | $465.13 | $2M | +336 | +$154K |
| POOL - POOL Corp | 0.01% | Add +62.4% | 5,962 | $340.94 | $2M | +2,290 | +$649K |
| Tetra Tech | 0.00% | Add +86.7% | 43,162 | $39.84 | $2M | +20,038 | +$629K |
| BLD - Topbuild | 0.00% | Add +28.1% | 5,220 | $311.34 | $2M | +1,145 | −$33K |
| DT - Dynatrace | 0.00% | Reduce −25.2% | 29,021 | $54.35 | $2M | −9,770 | −$497K |
| ADSK - Autodesk | 0.00% | Reduce −28.5% | 5,174 | $295.57 | $2M | −2,065 | −$465K |
| TECH - Bio-Techne | 0.00% | Reduce −24.4% | 20,760 | $72.03 | $1M | −6,683 | −$698K |
| Lgi Homes | 0.00% | Reduce −17.1% | 16,100 | $89.40 | $1M | −3,330 | −$864K |
| OLLI - Ollies Bargain Outlet | 0.00% | Reduce 0.0% | 12,603 | $109.73 | $1M | −5 | +$157K |
| Skillsoft · CL A | 0.00% | Add +33.8% | 57,172 | $23.96 | $1M | +14,428 | +$707K |
| MORN - Morningstar | 0.00% | Reduce −37.0% | 3,906 | $336.76 | $1M | −2,290 | −$662K |
| ALRM - Alarm | 0.00% | Reduce −81.9% | 21,461 | $60.80 | $1M | −96,863 | −$5M |
| FOXA - Fox Factory | 0.00% | Reduce −39.9% | 41,273 | $30.27 | $1M | −27,450 | −$2M |
| BAH — · CL A | 0.00% | Add +88.5% | 8,900 | $128.70 | $1M | +4,178 | +$377K |
| NKE - NIKE · CL B | 0.00% | Reduce −10.7% | 13,607 | $75.67 | $1M | −1,630 | −$317K |
| MKTX - Marketaxess | 0.00% | Reduce −49.7% | 4,357 | $226.04 | $985K | −4,312 | −$1M |
| FND - Floor & Decor · CL A | 0.00% | Add +34.9% | 9,800 | $99.70 | $977K | +2,534 | +$75K |
| BWMN - Bowman Consulting Group | 0.00% | Reduce −5.4% | 38,968 | $24.95 | $972K | −2,218 | −$20K |
| USHY - Ishares Tr | 0.00% | Hold | 26,300 | $36.79 | $968K | — | — |
| ALGN - Align Technology | 0.00% | Reduce −55.9% | 4,504 | $208.50 | $939K | −5,711 | −$2M |
| AMN - Amn Healthcare Svcs | 0.00% | Reduce −14.9% | 38,142 | $23.92 | $912K | −6,670 | −$987K |
| KB - Kb Finl Group | 0.00% | Reduce −81.4% | 14,529 | $56.90 | $827K | −63,738 | −$4M |
| ETSY - ETSY Inc | 0.00% | Reduce −39.2% | 15,037 | $52.89 | $795K | −9,701 | −$578K |
| CRL - Charles Riv Labs Intl | 0.00% | Reduce −22.8% | 4,248 | $184.60 | $784K | −1,256 | −$300K |
| CALY - Topgolf Callaway Brands | 0.00% | Reduce −13.0% | 83,466 | $7.86 | $656K | −12,506 | −$398K |
| COPA SA · CL A | 0.00% | Reduce −24.3% | 7,293 | $87.88 | $641K | −2,335 | −$263K |
| PYPL - Paypal | 0.00% | Reduce −15.6% | 7,441 | $85.35 | $635K | −1,372 | −$53K |
| Karooooo | 0.00% | Add +24.8% | 13,273 | $45.15 | $599K | +2,639 | +$178K |
| SGOV - Ishares Tr | 0.00% | Reduce −69.9% | 5,569 | $100.32 | $559K | −12,957 | −$1M |
| NTES - Netease | 0.00% | Reduce −10.4% | 4,719 | $89.21 | $421K | −549 | −$72K |
| KSPI - Kaspi Kz Jsc | 0.00% | Reduce −62.9% | 3,105 | $94.71 | $294K | −5,266 | −$593K |
Showing top 50 of 117 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| IVV - Ishares Tr | 0.02% | Exit | 0 | $576.87 | $6M | −10,746 | −$6M |
| EEFT - Euronet Worldwide | 0.02% | Exit | 0 | $99.24 | $6M | −59,928 | −$6M |
| OPCH - Option Care Health | 0.01% | Exit | 0 | $31.30 | $5M | −144,294 | −$5M |
| Nv5 Global | 0.01% | Exit | 0 | $93.49 | $4M | −40,808 | −$4M |
| Aspen Technology | — | Exit | 0 | $238.81 | $2M | −7,483 | −$2M |
| TYL - Tyler Technologies | — | Exit | 0 | $583.65 | $1M | −2,397 | −$1M |
| BIL - Spdr Ser Tr | — | Exit | 0 | $91.88 | $466K | −5,072 | −$466K |
| FIVE - Five Below | — | Exit | 0 | $88.33 | $442K | −5,004 | −$442K |
| Endava | — | Exit | 0 | $25.57 | $250K | −9,776 | −$250K |
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