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 | 10.60% | Reduce −9.2% | 17,747,395 | $190.26 | $3.4B | −1,799,217 | −$912M |
| MSFT - Microsoft | 7.00% | Reduce −7.3% | 5,941,106 | $375.39 | $2.2B | −469,776 | −$472M |
| V - VISA · CL A | 6.63% | Reduce −8.4% | 6,023,710 | $350.46 | $2.1B | −555,023 | +$32M |
| ORCL - Oracle | 5.54% | Add +17.6% | 12,609,101 | $139.81 | $1.8B | +1,885,370 | −$24M |
| MA - Mastercard · CL A | 5.53% | Reduce −8.1% | 3,211,209 | $548.12 | $1.8B | −281,257 | −$79M |
| ABT - Abbott Labs | 4.74% | Reduce −10.3% | 11,385,577 | $132.65 | $1.5B | −1,302,786 | +$75M |
| SHOP - Shopify · CL A | 4.58% | Reduce −10.6% | 15,270,075 | $95.48 | $1.5B | −1,809,405 | −$358M |
| LLY - Eli Lilly & | 4.55% | Add +35.4% | 1,754,571 | $825.91 | $1.4B | +459,182 | +$449M |
| ZTS - Zoetis · CL A | 4.55% | Add +17.6% | 8,796,847 | $164.65 | $1.4B | +1,313,653 | +$229M |
| AON - AON PLC · CL A | 3.77% | Add +318.1% | 3,007,719 | $399.09 | $1.2B | +2,288,397 | +$942M |
| GOOG - Alphabet · CL C | 3.65% | Reduce −32.9% | 7,434,428 | $156.23 | $1.2B | −3,641,843 | −$948M |
| TMO - Thermo Fisher Scientific | 3.63% | Reduce −5.6% | 2,322,482 | $497.60 | $1.2B | −138,713 | −$125M |
| ADBE - Adobe | 3.39% | Reduce −6.5% | 2,818,625 | $383.53 | $1.1B | −196,949 | −$260M |
| MSCI - MSCI Inc | 3.32% | Reduce −8.1% | 1,868,138 | $565.50 | $1.1B | −164,100 | −$163M |
| ACN - Accenture Ireland · CLASS A | 3.14% | Reduce −9.0% | 3,208,478 | $312.04 | $1B | −318,132 | −$239M |
| ABNB - Airbnb · CL A | 2.90% | Reduce −6.0% | 7,726,604 | $119.46 | $923M | −490,310 | −$157M |
| WDAY - Workday · CL A | 2.89% | Reduce −8.0% | 3,944,506 | $233.53 | $921M | −343,117 | −$185M |
| NFLX - Netflix | 2.60% | Reduce −48.6% | 888,072 | $932.53 | $828M | −839,790 | −$712M |
| NOW - Servicenow | 2.37% | Reduce −41.9% | 949,728 | $796.14 | $756M | −684,867 | −$977M |
| PAYC - Paycom Software | 2.13% | Reduce −2.3% | 3,097,854 | $218.48 | $677M | −73,806 | +$27M |
| AAPL - Apple | 1.87% | Reduce −56.5% | 2,681,114 | $222.13 | $596M | −3,488,399 | −$949M |
| UNH - Unitedhealth Group | 1.71% | Reduce −7.8% | 1,037,575 | $523.75 | $543M | −88,018 | −$26M |
| CSGP - Costar Group | 1.64% | Add +1.6% | 6,601,800 | $79.23 | $523M | +104,612 | +$58M |
| SBUX - Starbucks | 1.58% | New | 5,133,440 | $98.09 | $504M | +5,133,440 | +$504M |
| IT - Gartner | 1.10% | Reduce −7.4% | 835,522 | $419.74 | $351M | −67,168 | −$87M |
| SAP - Sap Se | 0.46% | Reduce −45.7% | 542,699 | $268.44 | $146M | −457,245 | −$101M |
| IWF - Ishares Tr | 0.44% | Reduce −23.4% | 385,522 | $361.09 | $139M | −118,097 | −$63M |
| MELI - Mercadolibre | 0.42% | Add +87.3% | 68,534 | $1,951 | $134M | +31,939 | +$71M |
| WTW - Willis Towers Watson | 0.39% | Add +185.1% | 366,539 | $337.95 | $124M | +237,953 | +$84M |
| ICLR - ICON | 0.35% | Reduce −10.7% | 635,052 | $174.99 | $111M | −76,458 | −$38M |
| GOOGL - Alphabet · CL A | 0.30% | Reduce −50.3% | 610,910 | $154.64 | $94M | −619,287 | −$138M |
| GLOB - Globant S A | 0.29% | Add +22.0% | 774,418 | $117.72 | $91M | +139,894 | −$45M |
| NVO - Novo-Nordisk A S | 0.22% | Reduce −84.4% | 1,001,906 | $69.44 | $70M | −5,403,842 | −$481M |
| MDT - Medtronic | 0.18% | Reduce −19.6% | 629,483 | $89.86 | $57M | −152,995 | −$6M |
| ADP - Automatic Data Processing | 0.16% | Reduce −7.4% | 166,526 | $305.53 | $51M | −13,223 | −$2M |
| ACWI - Ishares Tr | 0.14% | Add +21.1% | 384,795 | $116.39 | $45M | +66,994 | +$7M |
| HDB - Hdfc Bank | 0.14% | Reduce −15.9% | 651,063 | $66.44 | $43M | −123,517 | −$6M |
| ASML — | 0.11% | Reduce −15.2% | 52,677 | $662.63 | $35M | −9,464 | −$8M |
| NU — · CL A | 0.10% | Add +32.4% | 2,969,781 | $10.24 | $30M | +726,310 | +$7M |
| TME - Tencent Music Entmt Group | 0.09% | Add +86.7% | 1,978,769 | $14.41 | $29M | +919,182 | +$16M |
| SPOT - Spotify Technology S A | 0.07% | Reduce −36.3% | 38,749 | $550.03 | $21M | −22,112 | −$6M |
| MNDY - Monday | 0.05% | Add +34.0% | 71,261 | $243.16 | $17M | +18,075 | +$5M |
| Exlservice | 0.04% | Reduce −18.6% | 260,017 | $47.21 | $12M | −59,473 | −$2M |
| ONON - ON AG | 0.03% | Reduce −14.2% | 238,933 | $43.92 | $10M | −39,450 | −$5M |
| PDD - Pinduoduo | 0.02% | Reduce −1.3% | 66,193 | $118.35 | $8M | −899 | +$1M |
| HLNE - Hamilton Lane · CL A | 0.02% | Reduce −6.0% | 52,320 | $148.67 | $8M | −3,324 | −$460K |
| MEDP - Medpace | 0.02% | Add +50.8% | 24,466 | $304.69 | $7M | +8,243 | +$2M |
| GSHD - Goosehead Ins · CL A | 0.02% | Reduce −27.3% | 61,317 | $118.06 | $7M | −22,993 | −$2M |
| Insight Enterprises | 0.02% | Add +1.7% | 42,133 | $149.99 | $6M | +702 | +$18K |
| CNM - Core & Main · CL A | 0.02% | Reduce −7.9% | 124,953 | $48.31 | $6M | −10,784 | −$874K |
| Paylocity | 0.02% | Add +9.2% | 31,338 | $187.34 | $6M | +2,649 | +$148K |
| PGNY - Progyny | 0.02% | Add +0.3% | 261,506 | $22.34 | $6M | +798 | +$1M |
| RMBS - Rambus Del | 0.02% | Add +9.9% | 109,117 | $51.77 | $6M | +9,858 | +$403K |
| VUG - Vanguard Index Fds | 0.02% | Reduce −62.6% | 14,589 | $370.82 | $5M | −24,457 | −$11M |
| LVS - Las Vegas Sands | 0.02% | Reduce −9.8% | 139,619 | $38.63 | $5M | −15,105 | −$3M |
| Dlocal · CLASS A | 0.02% | Add 0.0% | 627,551 | $8.34 | $5M | +191 | −$2M |
| HLI - Houlihan Lokey · CL A | 0.02% | Reduce −10.3% | 32,295 | $161.50 | $5M | −3,704 | −$1M |
| FSV - Firstservice | 0.02% | Reduce −9.5% | 29,648 | $165.95 | $5M | −3,123 | −$1M |
| CCC — | 0.02% | Reduce −28.6% | 544,653 | $9.03 | $5M | −217,651 | −$4M |
| AIT — | 0.01% | Add +14.0% | 21,160 | $225.34 | $5M | +2,604 | +$325K |
| TREX — | 0.01% | Add +39.9% | 78,742 | $58.10 | $5M | +22,474 | +$691K |
| YUMC - Yum China | 0.01% | Add +0.1% | 86,045 | $52.06 | $4M | +47 | +$337K |
| ELF - E L F Beauty | 0.01% | Add +12.8% | 69,325 | $62.79 | $4M | +7,852 | −$3M |
| GNRC - Generac | 0.01% | Reduce −24.8% | 33,409 | $126.65 | $4M | −11,007 | −$3M |
| BROS - Dutch Bros · CL A | 0.01% | Reduce −35.1% | 68,124 | $61.74 | $4M | −36,899 | −$1M |
| RGEN - Repligen | 0.01% | Reduce −23.8% | 30,902 | $127.24 | $4M | −9,654 | −$2M |
| AAON — | 0.01% | Add +56.8% | 49,466 | $78.13 | $4M | +17,909 | +$151K |
| CATH - Global X Fds | 0.01% | Add +12.0% | 53,317 | $67.54 | $4M | +5,692 | +$227K |
| Revolve Group · CL A | 0.01% | Reduce −47.4% | 160,282 | $21.49 | $3M | −144,247 | −$7M |
| CWAN — · CL A | 0.01% | Reduce −10.8% | 124,892 | $26.80 | $3M | −15,137 | −$507K |
| ACWX - Ishares Tr | 0.01% | Reduce −84.5% | 58,768 | $55.45 | $3M | −321,503 | −$17M |
| WSC - Willscot · CL A | 0.01% | Reduce −6.5% | 116,917 | $27.80 | $3M | −8,107 | −$932K |
| BDC - Belden | 0.01% | Add +26.8% | 30,665 | $100.25 | $3M | +6,483 | +$351K |
| FN - Fabrinet | 0.01% | Add +21.0% | 15,249 | $197.51 | $3M | +2,644 | +$240K |
| EPAM - Epam Sys | 0.01% | Add +22.7% | 16,512 | $168.84 | $3M | +3,058 | −$358K |
| TECH - Bio-Techne | 0.01% | Add +123.1% | 46,314 | $58.63 | $3M | +25,554 | +$1M |
| IBP - Installed Bldg Prods | 0.01% | Reduce −0.6% | 15,650 | $171.46 | $3M | −102 | −$77K |
| WRBY - Warby Parker · CL A | 0.01% | Reduce −54.0% | 147,071 | $18.23 | $3M | −172,751 | −$5M |
| BL - Blackline | 0.01% | Reduce −12.3% | 55,099 | $48.42 | $3M | −7,692 | −$1M |
| SITE - Siteone Landscape Supply | 0.01% | Reduce −11.6% | 21,338 | $121.44 | $3M | −2,802 | −$590K |
| ROAD - Construction Partners · CL A | 0.01% | Add +8.7% | 34,795 | $71.87 | $3M | +2,786 | −$331K |
| SGOV - Ishares Tr | 0.01% | Add +318.4% | 23,299 | $100.67 | $2M | +17,730 | +$2M |
| CRM - Salesforce | 0.01% | Reduce −57.8% | 8,257 | $268.37 | $2M | −11,325 | −$4M |
| QLYS - Qualys | 0.01% | Reduce −10.5% | 16,742 | $125.93 | $2M | −1,959 | −$514K |
| KNSL - Kinsale Cap Group | 0.01% | Reduce −5.6% | 4,262 | $486.71 | $2M | −255 | −$27K |
| IWM - Ishares Tr | 0.01% | Add +3.5% | 10,362 | $199.49 | $2M | +355 | −$144K |
| POOL - POOL Corp | 0.01% | Reduce −5.8% | 5,617 | $318.35 | $2M | −345 | −$245K |
| BLD - Topbuild | 0.00% | Reduce −5.5% | 4,931 | $304.95 | $2M | −289 | −$121K |
| VXUS - Vanguard Intl Equity Index | 0.00% | Reduce −59.1% | 10,959 | $115.95 | $1M | −15,835 | −$2M |
| DT - Dynatrace | 0.00% | Reduce −7.9% | 26,718 | $47.15 | $1M | −2,303 | −$318K |
| Skillsoft · CL A | 0.00% | Hold | 57,172 | $19.24 | $1M | — | — |
| MORN - Morningstar | 0.00% | Reduce −9.5% | 3,534 | $299.87 | $1M | −372 | −$256K |
| OLLI - Ollies Bargain Outlet | 0.00% | Reduce −28.6% | 8,998 | $116.36 | $1M | −3,605 | −$336K |
| ENTG - Entegris | 0.00% | Add +4.7% | 11,539 | $87.48 | $1M | +513 | −$83K |
| Lgi Homes | 0.00% | Reduce −9.8% | 14,523 | $66.47 | $965K | −1,577 | −$474K |
| CIGI - Colliers Intl Group | 0.00% | Reduce −3.6% | 7,933 | $121.30 | $962K | −293 | −$156K |
| AMN - Amn Healthcare Svcs | 0.00% | Add +1.1% | 38,564 | $24.46 | $943K | +422 | +$31K |
| MKTX - Marketaxess | 0.00% | Reduce −7.1% | 4,046 | $216.35 | $875K | −311 | −$110K |
| SPY - Spdr S&P 500 ETF Tr | 0.00% | Reduce −84.8% | 1,448 | $559.26 | $810K | −8,091 | −$5M |
| BWMN - Bowman Consulting Group | 0.00% | Reduce −9.1% | 35,417 | $21.83 | $773K | −3,551 | −$199K |
| BSY - Bentley Sys · CL B | 0.00% | Reduce −9.1% | 19,464 | $39.34 | $766K | −1,943 | −$234K |
| FND - Floor & Decor · CL A | 0.00% | Reduce −8.9% | 8,924 | $80.47 | $718K | −876 | −$259K |
| ADSK - Autodesk | 0.00% | Reduce −52.6% | 2,455 | $261.83 | $643K | −2,719 | −$886K |
| NTES - Netease | 0.00% | Reduce −8.4% | 4,321 | $102.92 | $445K | −398 | +$24K |
| PSTG - Pure Storage · CL A | 0.00% | Reduce −9.8% | 9,597 | $44.27 | $425K | −1,046 | −$229K |
| Tetra Tech | 0.00% | Reduce −67.4% | 14,061 | $29.25 | $411K | −29,101 | −$1M |
| NKE - NIKE · CL B | 0.00% | Reduce −54.4% | 6,209 | $63.48 | $394K | −7,398 | −$635K |
| PYPL - Paypal | 0.00% | Reduce −33.6% | 4,943 | $65.25 | $323K | −2,498 | −$313K |
| IOO - Ishares Tr | 0.00% | Reduce −63.1% | 2,474 | $123.51 | $306K | −4,234 | −$370K |
| Karooooo | 0.00% | Reduce −48.0% | 6,899 | $42.54 | $293K | −6,374 | −$306K |
| CLBT - Cellebrite Di | 0.00% | Add +47.1% | 14,849 | $19.43 | $289K | +4,754 | +$66K |
Showing top 50 of 111 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| UL - Unilever | 0.04% | Exit | 0 | $56.70 | $14M | −244,122 | −$14M |
| YETI — | 0.01% | Exit | 0 | $38.51 | $4M | −98,057 | −$4M |
| ALRM - Alarm | — | Exit | 0 | $60.81 | $1M | −21,461 | −$1M |
| FOXA - Fox Factory | — | Exit | 0 | $30.26 | $1M | −41,273 | −$1M |
| BAH — · CL A | — | Exit | 0 | $128.65 | $1M | −8,900 | −$1M |
| USHY - Ishares Tr | — | Exit | 0 | $36.81 | $968K | −26,300 | −$968K |
| ALGN - Align Technology | — | Exit | 0 | $208.48 | $939K | −4,504 | −$939K |
| KB - Kb Finl Group | — | Exit | 0 | $56.92 | $827K | −14,529 | −$827K |
| ETSY - ETSY Inc | — | Exit | 0 | $52.87 | $795K | −15,037 | −$795K |
| CRL - Charles Riv Labs Intl | — | Exit | 0 | $184.56 | $784K | −4,248 | −$784K |
| CALY - Topgolf Callaway Brands | — | Exit | 0 | $7.86 | $656K | −83,466 | −$656K |
| COPA SA · CL A | — | Exit | 0 | $87.89 | $641K | −7,293 | −$641K |
| KSPI - Kaspi Kz Jsc | — | Exit | 0 | $94.69 | $294K | −3,105 | −$294K |
| FERG - Ferguson Enterprises | — | Exit | 0 | $173.67 | $215K | −1,238 | −$215K |
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