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
| ORCL - Oracle | 8.48% | Reduce −22.5% | 9,288,638 | $281.24 | $2.6B | −2,694,566 | −$8M |
| MSFT - Microsoft | 8.44% | Reduce −7.5% | 5,020,158 | $517.95 | $2.6B | −405,965 | −$99M |
| AMZN - Amazon | 8.02% | Reduce −19.2% | 11,246,528 | $219.57 | $2.5B | −2,675,312 | −$585M |
| SHOP - Shopify · CL A | 5.34% | Reduce −24.7% | 11,060,906 | $148.61 | $1.6B | −3,629,254 | −$51M |
| MA - Mastercard · CL A | 5.06% | Reduce −8.4% | 2,741,243 | $568.81 | $1.6B | −250,805 | −$122M |
| V - VISA · CL A | 4.81% | Reduce −22.6% | 4,340,224 | $341.38 | $1.5B | −1,270,874 | −$511M |
| AVGO - Broadcom | 4.80% | New | 4,485,854 | $329.91 | $1.5B | +4,485,854 | +$1.5B |
| LLY - Eli Lilly & | 4.02% | Reduce −6.6% | 1,622,967 | $763.00 | $1.2B | −114,943 | −$116M |
| NVDA - Nvidia | 3.81% | Add +36850.1% | 6,297,034 | $186.58 | $1.2B | +6,279,992 | +$1.2B |
| GOOG - Alphabet · CL C | 3.67% | Reduce −29.3% | 4,640,242 | $243.55 | $1.1B | −1,922,023 | −$34M |
| ZTS - Zoetis · CL A | 3.57% | Reduce −10.7% | 7,516,911 | $146.32 | $1.1B | −904,115 | −$213M |
| NOW - Servicenow | 3.36% | Reduce −4.5% | 1,124,076 | $920.28 | $1B | −52,819 | −$175M |
| ABT - Abbott Labs | 3.23% | Reduce −30.5% | 7,420,604 | $133.94 | $994M | −3,248,894 | −$457M |
| MSCI - MSCI Inc | 2.92% | Reduce −9.0% | 1,583,939 | $567.41 | $899M | −157,450 | −$106M |
| AON - AON PLC · CL A | 2.88% | Reduce −9.3% | 2,490,167 | $356.58 | $888M | −255,460 | −$92M |
| SBUX - Starbucks | 2.44% | Reduce −8.1% | 8,881,141 | $84.60 | $751M | −787,477 | −$135M |
| IDXX - Idexx Labs | 2.34% | Reduce −5.7% | 1,127,147 | $638.89 | $720M | −68,278 | +$79M |
| ADBE - Adobe | 2.13% | Reduce −44.7% | 1,857,198 | $352.75 | $655M | −1,499,583 | −$644M |
| ACN - Accenture Ireland · CLASS A | 1.97% | Reduce −16.5% | 2,461,759 | $246.60 | $607M | −485,399 | −$274M |
| NFLX - Netflix | 1.86% | Reduce −41.3% | 478,880 | $1,199 | $574M | −336,354 | −$518M |
| PAYC - Paycom Software | 1.78% | Reduce −9.0% | 2,636,423 | $208.14 | $549M | −260,066 | −$122M |
| BSX - Boston Scientific | 1.77% | New | 5,598,286 | $97.63 | $547M | +5,598,286 | +$547M |
| CSGP - Costar Group | 1.75% | Reduce −7.8% | 6,380,909 | $84.37 | $538M | −542,919 | −$18M |
| SNPS - Synopsys | 1.67% | New | 1,044,800 | $493.39 | $515M | +1,044,800 | +$515M |
| ABNB - Airbnb · CL A | 1.57% | Reduce −46.0% | 3,974,571 | $121.42 | $483M | −3,379,657 | −$491M |
| INTU - Intuit | 1.47% | New | 661,727 | $682.91 | $452M | +661,727 | +$452M |
| WDAY - Workday · CL A | 1.46% | Reduce −47.9% | 1,862,271 | $240.73 | $448M | −1,709,659 | −$409M |
| UBER - UBER Technologies | 1.45% | Add +24571.6% | 4,570,653 | $97.97 | $448M | +4,552,127 | +$446M |
| MELI - Mercadolibre | 0.38% | Reduce −20.4% | 49,515 | $2,337 | $116M | −12,674 | −$47M |
| GOOGL - Alphabet · CL A | 0.37% | Reduce −23.6% | 473,431 | $243.10 | $115M | −146,588 | +$6M |
| IWF - Ishares Tr | 0.35% | Add +1.0% | 227,851 | $468.41 | $107M | +2,242 | +$11M |
| SAP - Sap Se | 0.30% | Reduce −29.1% | 344,952 | $267.21 | $92M | −141,519 | −$56M |
| ICLR - ICON | 0.25% | Reduce −17.9% | 443,461 | $175.00 | $78M | −96,949 | −$997K |
| WTW - Willis Towers Watson | 0.25% | Reduce −30.0% | 219,784 | $345.45 | $76M | −94,291 | −$20M |
| TMO - Thermo Fisher Scientific | 0.18% | Reduce −94.8% | 114,513 | $485.02 | $56M | −2,075,835 | −$833M |
| TSM - Taiwan Semiconductor Mfg | 0.16% | New | 177,059 | $279.29 | $49M | +177,059 | +$49M |
| ACWI - Ishares Tr | 0.09% | Add +115.1% | 190,449 | $138.24 | $26M | +101,891 | +$15M |
| NU — · CL A | 0.08% | Reduce −38.0% | 1,541,162 | $16.01 | $25M | −945,641 | −$9M |
| MNDY - Monday | 0.08% | Add +28.9% | 125,811 | $193.69 | $24M | +28,236 | −$6M |
| HDB - Hdfc Bank | 0.07% | Add +4.0% | 593,360 | $34.16 | $20M | +22,681 | −$23M |
| ASML — | 0.06% | Reduce −55.5% | 19,797 | $968.09 | $19M | −24,728 | −$17M |
| HYG - Ishares Tr | 0.05% | New | 200,000 | $81.19 | $16M | +200,000 | +$16M |
| TME - Tencent Music Entmt Group | 0.04% | Reduce −43.4% | 561,433 | $23.34 | $13M | −430,450 | −$6M |
| SE - SEA | 0.04% | Reduce −16.3% | 70,233 | $178.73 | $13M | −13,699 | −$871K |
| MDT - Medtronic | 0.04% | Reduce −46.8% | 124,956 | $95.24 | $12M | −109,930 | −$9M |
| BE - Bloom Energy · CL A | 0.04% | Add +92.3% | 131,390 | $84.57 | $11M | +63,074 | +$9M |
| ONON - ON AG | 0.04% | Reduce −47.3% | 258,374 | $42.35 | $11M | −231,453 | −$15M |
| AGX - Argan | 0.03% | Reduce −16.3% | 37,533 | $270.05 | $10M | −7,288 | +$254K |
| Dlocal · CLASS A | 0.03% | Add +15.4% | 699,379 | $14.28 | $10M | +93,494 | +$3M |
| RSP — | 0.03% | New | 44,774 | $189.70 | $8M | +44,774 | +$8M |
| PDD - Pinduoduo | 0.03% | Reduce −1.6% | 63,283 | $132.17 | $8M | −1,026 | +$2M |
| Holding | 0.03% | Reduce −16.8% | 87,289 | $93.60 | $8M | −17,673 | −$2M |
| GLOB - Globant S A | 0.03% | Reduce −50.5% | 135,108 | $57.38 | $8M | −137,873 | −$17M |
| SPOT - Spotify Technology S A | 0.03% | Reduce −62.4% | 11,075 | $697.98 | $8M | −18,371 | −$15M |
| WGS - Genedx · CL A | 0.02% | Reduce −15.8% | 68,169 | $107.74 | $7M | −12,811 | −$131K |
| VIST - Vista Energy S a b De C v | 0.02% | Add +1400.3% | 210,976 | $34.40 | $7M | +196,914 | +$7M |
| POWL - Powell Inds | 0.02% | Reduce −7.2% | 23,357 | $304.81 | $7M | −1,816 | +$2M |
| IBN - Icici Bank | 0.02% | Reduce −55.2% | 224,267 | $30.23 | $7M | −276,208 | −$10M |
| BWXT - BWX Technologies | 0.02% | Reduce −10.5% | 36,748 | $184.37 | $7M | −4,289 | +$863K |
| METC - Ramaco Res · CL A | 0.02% | Add +193.1% | 182,332 | $33.19 | $6M | +120,127 | +$5M |
| VSEC - VSE | 0.02% | Reduce −13.0% | 34,420 | $166.24 | $6M | −5,163 | +$537K |
| VUG - Vanguard Index Fds | 0.02% | Reduce −9.9% | 11,625 | $479.62 | $6M | −1,282 | −$83K |
| JOBY - Joby Aviation | 0.02% | Reduce −10.5% | 318,267 | $16.14 | $5M | −37,198 | +$1M |
| IESC - IES | 0.02% | Reduce −12.1% | 12,144 | $397.65 | $5M | −1,677 | +$735K |
| Karooooo | 0.02% | Reduce −2.5% | 82,608 | $57.12 | $5M | −2,159 | +$567K |
| MOD - Modine Mfg | 0.02% | Add +67.9% | 32,523 | $142.16 | $5M | +13,157 | +$3M |
| ADPT — | 0.01% | Add +104.7% | 291,197 | $14.96 | $4M | +148,940 | +$3M |
| ACWX - Ishares Tr | 0.01% | Add +179.0% | 61,612 | $65.01 | $4M | +39,530 | +$3M |
| CVNA - Carvana · CL A | 0.01% | Reduce −10.6% | 10,456 | $377.24 | $4M | −1,239 | +$4K |
| AAPL - Apple | 0.01% | Add +80.1% | 15,355 | $254.62 | $4M | +6,829 | +$2M |
| TSLA - Tesla | 0.01% | Add +27.8% | 8,590 | $444.72 | $4M | +1,868 | +$2M |
| SOFI - SOFI Technologies | 0.01% | Reduce −16.2% | 143,218 | $26.42 | $4M | −27,678 | +$672K |
| Porch Group | 0.01% | Add +61.0% | 217,423 | $16.78 | $4M | +82,401 | +$2M |
| AMPX - Amprius Technologies | 0.01% | New | 339,427 | $10.52 | $4M | +339,427 | +$4M |
| HCI - HCI Group | 0.01% | Add +30.0% | 18,168 | $191.93 | $3M | +4,196 | +$1M |
| CCJ - Cameco | 0.01% | Reduce −15.3% | 38,622 | $83.86 | $3M | −6,994 | −$147K |
| First Tr Exchange-Traded Fd | 0.01% | New | 22,529 | $141.11 | $3M | +22,529 | +$3M |
| CECO - Ceco Environmental | 0.01% | Add +228.8% | 60,223 | $51.20 | $3M | +41,906 | +$3M |
| SMR - Nuscale Pwr · CL A | 0.01% | Reduce −2.2% | 83,543 | $36.00 | $3M | −1,883 | −$372K |
| PTON - Peloton Interactive · CL A | 0.01% | Add +51.3% | 324,372 | $9.00 | $3M | +110,006 | +$1M |
| AMSC — | 0.01% | Add +0.1% | 47,291 | $59.39 | $3M | +70 | +$1M |
| BELFB - Bel Fuse · CL B | 0.01% | Reduce −4.2% | 19,539 | $141.02 | $3M | −847 | +$764K |
| W - Wayfair · CL A | 0.01% | Add +72.7% | 29,861 | $89.33 | $3M | +12,575 | +$2M |
| VO - Vanguard Index Fds | 0.01% | New | 8,690 | $293.74 | $3M | +8,690 | +$3M |
| CATH - Global X Fds | 0.01% | Reduce −34.3% | 30,866 | $81.06 | $3M | −16,127 | −$1M |
| DAVE — · CLASS A | 0.01% | Reduce −1.5% | 12,429 | $199.35 | $2M | −192 | −$910K |
| FSLR - First Solar | 0.01% | New | 11,214 | $220.53 | $2M | +11,214 | +$2M |
| ATRO - Astronics | 0.01% | Add +8.4% | 53,993 | $45.61 | $2M | +4,202 | +$796K |
| IT - Gartner | 0.01% | Reduce −98.8% | 9,284 | $262.88 | $2M | −769,932 | −$313M |
| AFRM - Affirm · CL A | 0.01% | Add +10.2% | 33,096 | $73.08 | $2M | +3,069 | +$343K |
| Ivanhoe Electric | 0.01% | Add +64.4% | 188,274 | $12.55 | $2M | +73,729 | +$1M |
| CORT - Corcept Therapeutics | 0.01% | Add +31.5% | 28,363 | $83.11 | $2M | +6,787 | +$774K |
| PGY - Pagaya Technologies · CL A | 0.01% | Add +120.0% | 75,870 | $29.69 | $2M | +41,387 | +$2M |
| ASPI - Asp Isotopes | 0.01% | Add +33.0% | 232,913 | $9.62 | $2M | +57,775 | +$952K |
| KTOS — | 0.01% | Reduce −31.3% | 23,719 | $91.37 | $2M | −10,812 | +$563K |
| Iradimed | 0.01% | Add +14.3% | 28,459 | $71.16 | $2M | +3,570 | +$537K |
| FTI - Technipfmc | 0.01% | Reduce −1.3% | 50,920 | $39.45 | $2M | −662 | +$232K |
| CVLT - Commvault Sys | 0.01% | Reduce −20.9% | 10,395 | $188.78 | $2M | −2,747 | −$329K |
| HHH - Howard Hughes | 0.01% | New | 23,823 | $82.17 | $2M | +23,823 | +$2M |
| BBIO - Bridgebio Pharma | 0.01% | Add +1.4% | 36,164 | $51.94 | $2M | +515 | +$339K |
| WRBY - Warby Parker · CL A | 0.01% | Reduce −36.6% | 66,730 | $27.58 | $2M | −38,474 | −$467K |
| FTAI - Ftai Aviation | 0.01% | Reduce −26.3% | 10,805 | $166.86 | $2M | −3,857 | +$116K |
| MIR - Mirion Technologies · CL A | 0.01% | Add +33.0% | 76,119 | $23.26 | $2M | +18,889 | +$538K |
| TLN - Talen Energy | 0.01% | Reduce −30.8% | 4,032 | $425.38 | $2M | −1,794 | +$21K |
| LRN - Stride | 0.01% | Add +19.2% | 11,233 | $148.94 | $2M | +1,813 | +$305K |
| SPY - Spdr S&P 500 ETF Tr | 0.01% | Reduce −2.9% | 2,507 | $666.05 | $2M | −75 | +$74K |
| BBSI - Barrett Business Svcs | 0.01% | Add +22.2% | 36,833 | $44.32 | $2M | +6,690 | +$376K |
| Red Violet | 0.01% | Add +11.7% | 30,233 | $52.25 | $2M | +3,161 | +$248K |
| Oddity Tech · CL A | 0.01% | Reduce −26.2% | 24,909 | $62.30 | $2M | −8,842 | −$995K |
| LASR - Nlight | 0.00% | Add +70.3% | 51,818 | $29.63 | $2M | +21,393 | +$937K |
| LMB - Limbach | 0.00% | Add +0.1% | 15,740 | $97.12 | $2M | +23 | −$673K |
| Huron Consulting Group | 0.00% | Reduce −2.6% | 10,298 | $146.77 | $2M | −270 | +$58K |
| RHLD - Resolute Mgmt | 0.00% | Add +45.9% | 20,915 | $72.15 | $2M | +6,578 | +$1M |
| CRS - Carpenter Technology | 0.00% | Reduce −35.8% | 6,087 | $245.54 | $1M | −3,388 | −$1M |
| CRDO - Credo Technology | 0.00% | Reduce −58.6% | 10,104 | $145.61 | $1M | −14,313 | −$790K |
| BKD - Brookdale Sr Living | 0.00% | Add +98.6% | 166,855 | $8.47 | $1M | +82,842 | +$829K |
| CEG - Constellation Energy | 0.00% | Add +4.7% | 4,199 | $329.07 | $1M | +189 | +$87K |
| ROAD - Construction Partners · CL A | 0.00% | Reduce −13.6% | 10,873 | $127.00 | $1M | −1,710 | +$44K |
| OPLN - Openlane | 0.00% | Reduce −5.3% | 47,742 | $28.78 | $1M | −2,662 | +$142K |
| TEM - Tempus Ai · CL A | 0.00% | Add +149.2% | 16,845 | $80.71 | $1M | +10,086 | +$930K |
| PTGX - Protagonist Therapeutics | 0.00% | Add +27.0% | 20,325 | $66.43 | $1M | +4,326 | +$466K |
| SWIM - Latham Group | 0.00% | Add +39.8% | 166,689 | $7.61 | $1M | +47,472 | +$508K |
| Skywest | 0.00% | Add +3.0% | 12,199 | $100.62 | $1M | +360 | +$8K |
| PCT - Purecycle Technologies | 0.00% | Add +1.2% | 92,364 | $13.15 | $1M | +1,058 | −$36K |
| OPY - Oppenheimer · CL A | 0.00% | Reduce −9.1% | 16,343 | $73.91 | $1M | −1,639 | +$25K |
| ERJ - Embraer S a | 0.00% | Reduce −10.9% | 19,858 | $60.45 | $1M | −2,426 | −$68K |
| Esquire Finl | 0.00% | Add +0.1% | 11,709 | $102.06 | $1M | +17 | +$88K |
| VCTR - Victory Cap · CL A | 0.00% | Reduce −15.2% | 18,135 | $64.76 | $1M | −3,251 | −$187K |
| Irsa Inversiones Y Rep S A | 0.00% | Reduce −41.7% | 95,306 | $11.84 | $1M | −68,292 | −$1M |
| Liquidity Svcs | 0.00% | Add +0.1% | 40,688 | $27.43 | $1M | +60 | +$158K |
| STRL - Sterling Infrastructure | 0.00% | Reduce −8.3% | 3,273 | $339.68 | $1M | −296 | +$288K |
| PLPC - Preformed Line Prods | 0.00% | Add +0.1% | 5,660 | $196.15 | $1M | +8 | +$207K |
| XERS - Xeris Biopharma | 0.00% | Add +0.1% | 133,191 | $8.14 | $1M | +197 | +$463K |
| GH - Guardant Health | 0.00% | Add +69.6% | 17,271 | $62.48 | $1M | +7,088 | +$549K |
| Merus | 0.00% | Add +96.4% | 11,460 | $94.15 | $1M | +5,626 | +$772K |
| TDUP - Thredup · CL A | 0.00% | Add +108.3% | 110,370 | $9.45 | $1M | +57,381 | +$646K |
| CW - Curtiss Wright | 0.00% | Reduce −8.9% | 1,909 | $542.94 | $1M | −186 | +$13K |
| ARLO - ARLO Technologies | 0.00% | Add +23.0% | 60,486 | $16.95 | $1M | +11,296 | +$191K |
| Pitney Bowes | 0.00% | Add +29.7% | 88,476 | $11.41 | $1M | +20,254 | +$265K |
| GRAL - Grail | 0.00% | Reduce −24.0% | 16,673 | $59.13 | $986K | −5,265 | −$142K |
| The Real Brokerage | 0.00% | Reduce −41.5% | 234,626 | $4.18 | $981K | −166,699 | −$829K |
| MIRM - Mirum Pharmaceuticals | 0.00% | Reduce −14.0% | 13,339 | $73.31 | $978K | −2,168 | +$189K |
| NRG - NRG Energy | 0.00% | Reduce −2.0% | 6,009 | $161.95 | $973K | −123 | −$12K |
| SION - Sionna Therapeutics | 0.00% | Add +84.1% | 31,258 | $29.41 | $919K | +14,283 | +$625K |
| LTH - Life Time Group | 0.00% | Reduce −33.4% | 32,740 | $27.60 | $904K | −16,403 | −$587K |
| CRM - Salesforce | 0.00% | Reduce −24.8% | 3,752 | $237.03 | $889K | −1,237 | −$471K |
| ASTE - Astec Inds | 0.00% | Add +65.3% | 18,108 | $48.13 | $872K | +7,152 | +$415K |
| ELF - E L F Beauty | 0.00% | Add +67.7% | 6,478 | $132.48 | $858K | +2,614 | +$377K |
| TIGO - Millicom Intl Cellular S A | 0.00% | Reduce −5.8% | 17,662 | $48.54 | $857K | −1,091 | +$155K |
| UTI - Universal Technical Inst | 0.00% | Reduce −47.4% | 25,247 | $32.55 | $822K | −22,760 | −$805K |
| Corporacion Amer Arpts S A | 0.00% | Reduce −36.2% | 43,651 | $18.12 | $791K | −24,729 | −$594K |
| ACHR - Archer Aviation · CL A | 0.00% | Reduce −58.1% | 81,485 | $9.58 | $781K | −113,181 | −$1M |
| CAKE - Cheesecake Factory | 0.00% | Reduce −10.6% | 14,226 | $54.64 | $777K | −1,678 | −$219K |
| ATEC - Alphatec | 0.00% | Add +51.2% | 51,700 | $14.54 | $752K | +17,508 | +$372K |
| ADP - Automatic Data Processing | 0.00% | Reduce −97.4% | 2,461 | $293.51 | $722K | −92,074 | −$28M |
| HIMS - Hims & Hers Health · CL A | 0.00% | Reduce −9.5% | 12,624 | $56.72 | $716K | −1,325 | +$21K |
| AEHR - Aehr Test Sys | 0.00% | Add +11.0% | 23,308 | $30.11 | $702K | +2,308 | +$430K |
| GPGI - Composecure · CL A | 0.00% | Reduce −75.4% | 33,395 | $20.82 | $695K | −102,372 | −$1M |
| Oppfi · CL A | 0.00% | Add +0.4% | 60,986 | $11.33 | $691K | +213 | −$159K |
| ADT - ADT Del | 0.00% | Add +7.1% | 78,137 | $8.71 | $681K | +5,211 | +$63K |
| NTNX - Nutanix · CL A | 0.00% | Reduce −2.1% | 8,820 | $74.39 | $656K | −191 | −$33K |
| TMDX - Transmedics Group | 0.00% | Reduce −50.0% | 5,690 | $112.20 | $638K | −5,695 | −$887K |
| VXUS - Vanguard Intl Equity Index | 0.00% | Reduce −17.1% | 4,586 | $137.79 | $632K | −948 | −$79K |
| Stratasys | 0.00% | Reduce −35.4% | 52,828 | $11.20 | $592K | −28,904 | −$346K |
| WST - Western Alliance Bancorp | 0.00% | Add +21.3% | 6,652 | $86.72 | $577K | +1,169 | +$149K |
| Holding | 0.00% | Reduce −57.6% | 14,277 | $40.00 | $571K | −19,392 | −$750K |
| AYI - Acuity | 0.00% | Add +4.1% | 1,603 | $344.39 | $552K | +63 | +$93K |
| ASND - Ascendis Pharma A/S | 0.00% | Add +1.7% | 2,766 | $198.81 | $550K | +47 | +$81K |
| VST - Vistra | 0.00% | Reduce −54.3% | 2,727 | $195.92 | $534K | −3,246 | −$623K |
| DOCS - Doximity · CL A | 0.00% | Add +21.9% | 7,211 | $73.15 | $527K | +1,296 | +$165K |
| CPF - Central Pac Finl | 0.00% | Add +0.1% | 17,237 | $30.34 | $523K | +25 | +$41K |
| UNH - Unitedhealth Group | 0.00% | Reduce −76.0% | 1,483 | $345.21 | $512K | −4,691 | −$1M |
| SGOV - Ishares Tr | 0.00% | Hold | 4,972 | $100.70 | $501K | — | — |
| Gates Indl | 0.00% | Add +3.9% | 19,344 | $24.82 | $480K | +729 | +$51K |
| EVER - Everquote · CL A | 0.00% | Reduce −27.5% | 20,871 | $22.87 | $477K | −7,935 | −$219K |
| NTRA - Natera | 0.00% | Reduce −9.2% | 2,926 | $160.97 | $471K | −297 | −$73K |
| SYM - Symbotic · CLASS A | 0.00% | Reduce −58.1% | 8,385 | $53.90 | $452K | −11,618 | −$325K |
| XMTR - Xometry · CLASS A | 0.00% | Add +7.6% | 8,290 | $54.47 | $452K | +588 | +$191K |
| Nayax | 0.00% | Reduce −27.8% | 9,124 | $47.61 | $434K | −3,510 | −$201K |
| ADSK - Autodesk | 0.00% | Reduce −6.9% | 1,302 | $317.62 | $414K | −97 | −$20K |
| OSCR - Oscar Health · CL A | 0.00% | Reduce −55.1% | 21,536 | $18.93 | $408K | −26,464 | −$621K |
| MEDP - Medpace | 0.00% | Reduce −82.8% | 792 | $514.16 | $407K | −3,816 | −$1M |
| NTES - Netease | 0.00% | Reduce −37.1% | 2,669 | $151.99 | $406K | −1,573 | −$165K |
| WLFC - Willis Lease Fin | 0.00% | Reduce −51.3% | 2,572 | $137.09 | $353K | −2,705 | −$401K |
| Ribbon Communications | 0.00% | Reduce −33.0% | 87,246 | $3.80 | $332K | −42,942 | −$191K |
| Sweetgreen · CL A | 0.00% | Add +77.2% | 40,133 | $7.98 | $320K | +17,482 | −$17K |
| TWLO - Twilio · CL A | 0.00% | Reduce −77.4% | 3,011 | $100.09 | $301K | −10,302 | −$1M |
| Luxexperience Bv | 0.00% | Add +0.1% | 30,504 | $8.50 | $259K | +45 | +$17K |
| PYPL - Paypal | 0.00% | Reduce −9.8% | 3,815 | $67.06 | $256K | −413 | −$58K |
| NKE - NIKE · CL B | 0.00% | Reduce −4.0% | 3,509 | $69.74 | $245K | −145 | −$15K |
| TTAN - Servicetitan · CL A | 0.00% | Reduce −35.2% | 2,242 | $100.83 | $226K | −1,219 | −$145K |
| AXON - Axon Enterprise | 0.00% | Reduce −67.6% | 299 | $717.64 | $215K | −623 | −$549K |
Showing top 50 of 192 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| NVO - Novo-Nordisk A S | 0.04% | Exit | 0 | $69.02 | $12M | −178,669 | −$12M |
| LOMA - Loma Negra C I A S A Mtn 14 | 0.01% | Exit | 0 | $10.97 | $2M | −187,687 | −$2M |
| CNM - Core & Main · CL A | 0.01% | Exit | 0 | $60.36 | $2M | −34,013 | −$2M |
| Enovix | 0.01% | Exit | 0 | $10.34 | $2M | −193,681 | −$2M |
| Holding | 0.01% | Exit | 0 | $50.39 | $2M | −39,394 | −$2M |
| Exlservice | 0.01% | Exit | 0 | $43.79 | $2M | −42,201 | −$2M |
| GSHD - Goosehead Ins · CL A | 0.01% | Exit | 0 | $105.50 | $2M | −16,369 | −$2M |
| Paylocity | 0.01% | Exit | 0 | $181.18 | $2M | −9,223 | −$2M |
| IOT - Samsara · CL A | — | Exit | 0 | $39.79 | $1M | −36,165 | −$1M |
| HLNE - Hamilton Lane · CL A | — | Exit | 0 | $142.13 | $1M | −10,061 | −$1M |
| PGNY - Progyny | — | Exit | 0 | $22.00 | $1M | −64,650 | −$1M |
| Insight Enterprises | — | Exit | 0 | $138.12 | $1M | −9,897 | −$1M |
| SHAK - Shake Shack · CL A | — | Exit | 0 | $140.57 | $1M | −9,632 | −$1M |
| RMBS - Rambus Del | — | Exit | 0 | $64.02 | $1M | −20,135 | −$1M |
| BDC - Belden | — | Exit | 0 | $115.80 | $1M | −10,682 | −$1M |
| FN - Fabrinet | — | Exit | 0 | $294.78 | $1M | −4,098 | −$1M |
| ITRI - Itron | — | Exit | 0 | $131.68 | $1M | −8,703 | −$1M |
| Fiverr Intl | — | Exit | 0 | $29.32 | $1M | −36,223 | −$1M |
| Grupo Supervielle S a | — | Exit | 0 | $10.59 | $1M | −97,077 | −$1M |
| OLLI - Ollies Bargain Outlet | — | Exit | 0 | $131.76 | $1M | −7,749 | −$1M |
| BROS - Dutch Bros · CL A | — | Exit | 0 | $68.40 | $1M | −14,663 | −$1M |
| SFM - Sprouts Fmrs Mkt | — | Exit | 0 | $164.63 | $999K | −6,068 | −$999K |
| WSC - Willscot · CL A | — | Exit | 0 | $27.41 | $937K | −34,182 | −$937K |
| HQY - Healthequity | — | Exit | 0 | $104.82 | $864K | −8,243 | −$864K |
| IBP - Installed Bldg Prods | — | Exit | 0 | $180.39 | $782K | −4,335 | −$782K |
| Revolve Group · CL A | — | Exit | 0 | $20.06 | $764K | −38,091 | −$764K |
| Honest | — | Exit | 0 | $5.09 | $733K | −144,048 | −$733K |
| Marex Group | — | Exit | 0 | $39.46 | $731K | −18,523 | −$731K |
| Kornit Digital | — | Exit | 0 | $19.91 | $718K | −36,065 | −$718K |
| PLNT - Planet Fitness · CL A | — | Exit | 0 | $109.04 | $637K | −5,842 | −$637K |
| ALKT - Alkami Technology | — | Exit | 0 | $30.13 | $570K | −18,915 | −$570K |
| LVS - Las Vegas Sands | — | Exit | 0 | $43.55 | $569K | −13,066 | −$569K |
| ADMA - Adma Biologics | — | Exit | 0 | $18.22 | $554K | −30,412 | −$554K |
| TGTX - Tg Therapeutics | — | Exit | 0 | $36.02 | $532K | −14,768 | −$532K |
| MLR - Miller Inds Tenn | — | Exit | 0 | $44.49 | $513K | −11,530 | −$513K |
| Phreesia | — | Exit | 0 | $28.45 | $494K | −17,363 | −$494K |
| SITM - Sitime | — | Exit | 0 | $213.24 | $493K | −2,312 | −$493K |
| HLI - Houlihan Lokey · CL A | — | Exit | 0 | $180.04 | $460K | −2,555 | −$460K |
| YPF - Ypf Sociedad Anonima · CL D | — | Exit | 0 | $31.46 | $431K | −13,701 | −$431K |
| ALSN — | — | Exit | 0 | $95.01 | $417K | −4,389 | −$417K |
| FSV - Firstservice | — | Exit | 0 | $174.45 | $392K | −2,247 | −$392K |
| CCC — | — | Exit | 0 | $9.40 | $390K | −41,498 | −$390K |
| Oculis AG | — | Exit | 0 | $19.41 | $378K | −19,472 | −$378K |
| Kura Sushi USA · CL A | — | Exit | 0 | $86.09 | $377K | −4,379 | −$377K |
| AIT — | — | Exit | 0 | $232.59 | $364K | −1,565 | −$364K |
| GNRC - Generac | — | Exit | 0 | $143.08 | $362K | −2,530 | −$362K |
| AXSM - Axsome Therapeutics | — | Exit | 0 | $104.27 | $337K | −3,232 | −$337K |
| PLTR - Palantir Technologies · CL A | — | Exit | 0 | $136.38 | $334K | −2,449 | −$334K |
| PNTG - Pennant Group | — | Exit | 0 | $29.84 | $327K | −10,960 | −$327K |
| TREX — | — | Exit | 0 | $54.35 | $324K | −5,961 | −$324K |
| HEPS — | — | Exit | 0 | $2.70 | $310K | −114,817 | −$310K |
| INTA - Intapp | — | Exit | 0 | $51.65 | $289K | −5,595 | −$289K |
| BFLY - Butterfly Network · CL A | — | Exit | 0 | $2.00 | $270K | −134,802 | −$270K |
| BL - Blackline | — | Exit | 0 | $56.69 | $270K | −4,763 | −$270K |
| CWAN — · CL A | — | Exit | 0 | $21.89 | $258K | −11,785 | −$258K |
| RGEN - Repligen | — | Exit | 0 | $124.15 | $238K | −1,917 | −$238K |
| AAON — | — | Exit | 0 | $73.68 | $236K | −3,203 | −$236K |
| IVV - Ishares Tr | — | Exit | 0 | $619.72 | $220K | −355 | −$220K |
| SITE - Siteone Landscape Supply | — | Exit | 0 | $120.81 | $220K | −1,821 | −$220K |
| QLYS - Qualys | — | Exit | 0 | $142.56 | $207K | −1,452 | −$207K |
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