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 | 8.53% | Reduce −23.1% | 8,653,721 | $230.82 | $2B | −2,592,807 | −$472M |
| MSFT - Microsoft | 8.07% | Reduce −22.1% | 3,909,985 | $483.62 | $1.9B | −1,110,173 | −$709M |
| ORCL - Oracle | 5.98% | Reduce −22.6% | 7,185,496 | $194.91 | $1.4B | −2,103,142 | −$1.2B |
| LLY - Eli Lilly & | 5.72% | Reduce −23.2% | 1,246,090 | $1,075 | $1.3B | −376,877 | +$101M |
| GOOG - Alphabet · CL C | 5.38% | Reduce −13.4% | 4,018,121 | $313.80 | $1.3B | −622,121 | +$131M |
| AVGO - Broadcom | 5.22% | Reduce −21.3% | 3,531,637 | $346.10 | $1.2B | −954,217 | −$258M |
| MA - Mastercard · CL A | 5.20% | Reduce −22.2% | 2,131,727 | $570.88 | $1.2B | −609,516 | −$342M |
| V - VISA · CL A | 5.05% | Reduce −22.2% | 3,375,342 | $350.71 | $1.2B | −964,882 | −$298M |
| SHOP - Shopify · CL A | 4.95% | Reduce −34.9% | 7,201,872 | $160.97 | $1.2B | −3,859,034 | −$484M |
| NVDA - Nvidia | 4.24% | Reduce −15.4% | 5,328,112 | $186.50 | $994M | −968,922 | −$181M |
| NOW - Servicenow | 3.72% | Add +405.4% | 5,680,788 | $153.19 | $870M | +4,556,712 | −$164M |
| MSCI - MSCI Inc | 3.26% | Reduce −16.0% | 1,331,085 | $573.73 | $764M | −252,854 | −$135M |
| ZTS - Zoetis · CL A | 2.99% | Reduce −26.0% | 5,562,669 | $125.82 | $700M | −1,954,242 | −$400M |
| AON - AON PLC · CL A | 2.78% | Reduce −25.9% | 1,846,294 | $352.88 | $652M | −643,873 | −$236M |
| IDXX - Idexx Labs | 2.77% | Reduce −14.8% | 960,537 | $676.53 | $650M | −166,610 | −$70M |
| SBUX - Starbucks | 2.44% | Reduce −23.6% | 6,785,308 | $84.21 | $571M | −2,095,833 | −$180M |
| ACN - Accenture Ireland · CLASS A | 2.16% | Reduce −23.5% | 1,882,707 | $268.30 | $505M | −579,052 | −$102M |
| ABT - Abbott Labs | 2.12% | Reduce −46.6% | 3,962,230 | $125.29 | $496M | −3,458,374 | −$497M |
| ISRG - Intuitive Surgical | 2.04% | New | 842,618 | $566.36 | $477M | +842,618 | +$477M |
| ADBE - Adobe | 2.01% | Reduce −27.5% | 1,345,588 | $349.99 | $471M | −511,610 | −$184M |
| ABNB - Airbnb · CL A | 1.76% | Reduce −23.7% | 3,030,730 | $135.72 | $411M | −943,841 | −$71M |
| SNPS - Synopsys | 1.69% | Reduce −19.1% | 844,881 | $469.72 | $397M | −199,919 | −$119M |
| BSX - Boston Scientific | 1.64% | Reduce −28.2% | 4,019,552 | $95.35 | $383M | −1,578,734 | −$163M |
| IWF - Ishares Tr | 1.57% | Add +240.6% | 776,086 | $473.30 | $367M | +548,235 | +$261M |
| INTU - Intuit | 1.45% | Reduce −22.5% | 512,656 | $662.42 | $340M | −149,071 | −$112M |
| CSGP - Costar Group | 1.40% | Reduce −23.4% | 4,890,936 | $67.24 | $329M | −1,489,973 | −$209M |
| PAYC - Paycom Software | 1.25% | Reduce −30.4% | 1,835,028 | $159.36 | $292M | −801,395 | −$256M |
| UBER - UBER Technologies | 1.24% | Reduce −22.0% | 3,565,793 | $81.71 | $291M | −1,004,860 | −$156M |
| MELI - Mercadolibre | 0.41% | Reduce −3.2% | 47,920 | $2,014 | $97M | −1,595 | −$19M |
| ACWI - Ishares Tr | 0.37% | Add +220.4% | 610,133 | $141.49 | $86M | +419,684 | +$60M |
| TSM - Taiwan Semiconductor Mfg | 0.26% | Add +13.3% | 200,593 | $303.89 | $61M | +23,534 | +$12M |
| SAP - Sap Se | 0.24% | Reduce −32.4% | 233,332 | $242.91 | $57M | −111,620 | −$35M |
| SPOT - Spotify Technology S A | 0.18% | Add +547.0% | 71,658 | $580.71 | $42M | +60,583 | +$34M |
| NU — · CL A | 0.08% | Reduce −24.9% | 1,157,836 | $16.74 | $19M | −383,326 | −$5M |
| ICLR - ICON | 0.08% | Reduce −76.3% | 105,206 | $182.22 | $19M | −338,255 | −$58M |
| NFLX - Netflix | 0.07% | Reduce −63.7% | 173,797 | $93.76 | $16M | −305,083 | −$558M |
| VUG - Vanguard Index Fds | 0.07% | Add +184.9% | 33,124 | $487.86 | $16M | +21,499 | +$11M |
| HDB - Hdfc Bank | 0.06% | Reduce −38.1% | 367,007 | $36.54 | $13M | −226,353 | −$7M |
| ASML — | 0.05% | Reduce −43.5% | 11,195 | $1,070 | $12M | −8,602 | −$7M |
| MNDY - Monday | 0.05% | Reduce −36.9% | 79,332 | $147.56 | $12M | −46,479 | −$13M |
| GOOGL - Alphabet · CL A | 0.04% | Reduce −93.5% | 30,864 | $313.00 | $10M | −442,567 | −$105M |
| IVV - Ishares Tr | 0.04% | New | 13,669 | $684.94 | $9M | +13,669 | +$9M |
| ONON - ON AG | 0.04% | Reduce −24.7% | 194,483 | $46.48 | $9M | −63,891 | −$2M |
| WTW - Willis Towers Watson | 0.04% | Reduce −87.5% | 27,425 | $328.60 | $9M | −192,359 | −$67M |
| ACWX - Ishares Tr | 0.04% | Add +105.7% | 126,761 | $67.13 | $9M | +65,149 | +$5M |
| MDT - Medtronic | 0.03% | Reduce −32.4% | 84,500 | $96.06 | $8M | −40,456 | −$4M |
| AGX - Argan | 0.03% | Reduce −33.7% | 24,886 | $313.32 | $8M | −12,647 | −$2M |
| WGS - Genedx · CL A | 0.03% | Reduce −12.2% | 59,861 | $130.06 | $8M | −8,308 | +$441K |
| TME - Tencent Music Entmt Group | 0.03% | Reduce −26.5% | 412,467 | $17.53 | $7M | −148,966 | −$6M |
| Dlocal · CLASS A | 0.03% | Reduce −33.3% | 466,809 | $14.14 | $7M | −232,570 | −$3M |
| BE - Bloom Energy · CL A | 0.03% | Reduce −42.6% | 75,434 | $86.89 | $7M | −55,956 | −$5M |
| POWL - Powell Inds | 0.03% | Reduce −12.9% | 20,341 | $318.78 | $6M | −3,016 | −$635K |
| VSEC - VSE | 0.03% | Reduce −0.1% | 34,390 | $172.77 | $6M | −30 | +$220K |
| GLOB - Globant S A | 0.03% | Reduce −33.0% | 90,462 | $65.37 | $6M | −44,646 | −$2M |
| BWXT - BWX Technologies | 0.02% | Reduce −12.0% | 32,328 | $172.84 | $6M | −4,420 | −$1M |
| SE - SEA | 0.02% | Reduce −39.2% | 42,710 | $127.57 | $5M | −27,523 | −$7M |
| ADPT — | 0.02% | Add +11.9% | 325,767 | $16.24 | $5M | +34,570 | +$934K |
| VXUS - Vanguard Intl Equity Index | 0.02% | Add +632.5% | 33,592 | $141.06 | $5M | +29,006 | +$4M |
| SPY - Spdr S&P 500 ETF Tr | 0.02% | Add +167.9% | 6,717 | $681.96 | $5M | +4,210 | +$3M |
| Holding | 0.02% | Reduce −38.5% | 53,658 | $82.12 | $4M | −33,631 | −$4M |
| RHLD - Resolute Mgmt | 0.02% | Hold | 20,915 | $206.43 | $4M | — | — |
| IESC - IES | 0.02% | Reduce −9.9% | 10,941 | $389.02 | $4M | −1,203 | −$573K |
| CECO - Ceco Environmental | 0.02% | Add +15.9% | 69,775 | $59.85 | $4M | +9,552 | +$1M |
| BELFB - Bel Fuse · CL B | 0.02% | Add +15.3% | 22,522 | $169.63 | $4M | +2,983 | +$1M |
| CVNA - Carvana · CL A | 0.02% | Reduce −14.2% | 8,974 | $422.02 | $4M | −1,482 | −$157K |
| IBN - Icici Bank | 0.02% | Reduce −44.8% | 123,872 | $29.80 | $4M | −100,395 | −$3M |
| TSLA - Tesla | 0.02% | Reduce −4.9% | 8,171 | $449.72 | $4M | −419 | −$145K |
| PDD - Pinduoduo | 0.02% | Reduce −50.5% | 31,329 | $113.39 | $4M | −31,954 | −$5M |
| HCI - HCI Group | 0.01% | Reduce −0.2% | 18,126 | $191.69 | $3M | −42 | −$12K |
| Karooooo | 0.01% | Reduce −9.4% | 74,821 | $45.50 | $3M | −7,787 | −$1M |
| JOBY - Joby Aviation | 0.01% | Reduce −21.4% | 250,067 | $13.20 | $3M | −68,200 | −$2M |
| SOFI - SOFI Technologies | 0.01% | Reduce −18.0% | 117,450 | $26.18 | $3M | −25,768 | −$709K |
| BBIO - Bridgebio Pharma | 0.01% | Add +5.7% | 38,241 | $76.49 | $3M | +2,077 | +$1M |
| ATRO - Astronics | 0.01% | Reduce −0.6% | 53,691 | $54.24 | $3M | −302 | +$450K |
| REAL - The Realreal | 0.01% | Add +142.9% | 175,088 | $15.78 | $3M | +103,000 | +$2M |
| W - Wayfair · CL A | 0.01% | Reduce −10.1% | 26,857 | $100.41 | $3M | −3,004 | +$29K |
| Iradimed | 0.01% | Reduce −5.5% | 26,891 | $97.28 | $3M | −1,568 | +$591K |
| DAVE — · CLASS A | 0.01% | Reduce −5.0% | 11,805 | $221.41 | $3M | −624 | +$136K |
| Huron Consulting Group | 0.01% | Add +46.5% | 15,086 | $172.91 | $3M | +4,788 | +$1M |
| CCJ - Cameco | 0.01% | Reduce −27.1% | 28,174 | $91.49 | $3M | −10,448 | −$661K |
| Ivanhoe Electric | 0.01% | Reduce −16.1% | 157,882 | $15.98 | $3M | −30,392 | +$160K |
| AFRM - Affirm · CL A | 0.01% | Reduce −0.4% | 32,969 | $74.43 | $2M | −127 | +$35K |
| WDAY - Workday · CL A | 0.01% | Reduce −99.4% | 10,782 | $214.79 | $2M | −1,851,489 | −$446M |
| LASR - Nlight | 0.01% | Add +18.9% | 61,624 | $37.51 | $2M | +9,806 | +$776K |
| AMPX - Amprius Technologies | 0.01% | Reduce −15.1% | 288,290 | $7.89 | $2M | −51,137 | −$1M |
| CATH - Global X Fds | 0.01% | Reduce −10.7% | 27,566 | $82.23 | $2M | −3,300 | −$235K |
| SPHR - Sphere Entertainment · CL A | 0.01% | New | 23,828 | $95.08 | $2M | +23,828 | +$2M |
| IT - Gartner | 0.01% | Reduce −5.7% | 8,753 | $252.29 | $2M | −531 | −$232K |
| PL - Planet Labs Pbc · CL A | 0.01% | New | 111,538 | $19.72 | $2M | +111,538 | +$2M |
| FSLR - First Solar | 0.01% | Reduce −26.0% | 8,302 | $261.23 | $2M | −2,912 | −$304K |
| BKD - Brookdale Sr Living | 0.01% | Add +20.2% | 200,588 | $10.79 | $2M | +33,733 | +$751K |
| AAPL - Apple | 0.01% | Reduce −49.7% | 7,724 | $271.85 | $2M | −7,631 | −$2M |
| ATEC - Alphatec | 0.01% | Add +85.2% | 95,761 | $21.04 | $2M | +44,061 | +$1M |
| GH - Guardant Health | 0.01% | Add +13.9% | 19,667 | $102.14 | $2M | +2,396 | +$930K |
| MOD - Modine Mfg | 0.01% | Reduce −56.0% | 14,309 | $133.51 | $2M | −18,214 | −$3M |
| CRS - Carpenter Technology | 0.01% | Reduce −0.4% | 6,062 | $314.84 | $2M | −25 | +$414K |
| VTI - Vanguard Index Fds | 0.01% | New | 5,677 | $335.27 | $2M | +5,677 | +$2M |
| MIR - Mirion Technologies · CL A | 0.01% | Add +4.3% | 79,419 | $23.42 | $2M | +3,300 | +$89K |
| BFLY - Butterfly Network · CL A | 0.01% | New | 472,971 | $3.80 | $2M | +472,971 | +$2M |
| PTGX - Protagonist Therapeutics | 0.01% | Add +0.1% | 20,349 | $87.34 | $2M | +24 | +$427K |
| Red Violet | 0.01% | Add +0.3% | 30,328 | $56.95 | $2M | +95 | +$148K |
| Irsa Inversiones Y Rep S A | 0.01% | Add +8.0% | 102,911 | $16.54 | $2M | +7,605 | +$574K |
| FTI - Technipfmc | 0.01% | Reduce −29.5% | 35,915 | $44.56 | $2M | −15,005 | −$408K |
| METC - Ramaco Res · CL A | 0.01% | Reduce −51.5% | 88,507 | $18.00 | $2M | −93,825 | −$4M |
| KTOS — | 0.01% | Reduce −17.0% | 19,697 | $75.91 | $1M | −4,022 | −$672K |
| YOU - Clear Secure · CL A | 0.01% | Add +36.2% | 39,325 | $35.08 | $1M | +10,454 | +$416K |
| OPLN - Openlane | 0.01% | Reduce −3.1% | 46,259 | $29.78 | $1M | −1,483 | +$4K |
| Corporacion Amer Arpts S A | 0.01% | Add +18.9% | 51,919 | $26.00 | $1M | +8,268 | +$559K |
| TMO - Thermo Fisher Scientific | 0.01% | Reduce −98.0% | 2,307 | $579.50 | $1M | −112,206 | −$54M |
| XMTR - Xometry · CLASS A | 0.01% | Add +169.3% | 22,321 | $59.47 | $1M | +14,031 | +$876K |
| PGY - Pagaya Technologies · CL A | 0.01% | Reduce −16.3% | 63,497 | $20.90 | $1M | −12,373 | −$925K |
| TMDX - Transmedics Group | 0.01% | Add +90.3% | 10,828 | $121.65 | $1M | +5,138 | +$679K |
| SEI - Solaris Energy Infras · CL A | 0.01% | New | 28,597 | $45.97 | $1M | +28,597 | +$1M |
| ERO - Ero Copper | 0.01% | New | 45,544 | $28.29 | $1M | +45,544 | +$1M |
| SION - Sionna Therapeutics | 0.01% | Hold | 31,258 | $41.14 | $1M | — | — |
| ESTA - Establishment Labs | 0.01% | New | 17,475 | $72.88 | $1M | +17,475 | +$1M |
| Esquire Finl | 0.01% | Hold | 11,709 | $102.07 | $1M | — | — |
| OPY - Oppenheimer · CL A | 0.01% | Hold | 16,343 | $72.29 | $1M | — | — |
| PLPC - Preformed Line Prods | 0.00% | Hold | 5,660 | $206.71 | $1M | — | — |
| GRAL - Grail | 0.00% | Reduce −18.9% | 13,526 | $85.59 | $1M | −3,147 | +$172K |
| KOD - Kodiak Sciences | 0.00% | Add +91.7% | 41,340 | $27.96 | $1M | +19,773 | +$803K |
| ROAD - Construction Partners · CL A | 0.00% | Reduce −2.4% | 10,615 | $108.55 | $1M | −258 | −$229K |
| CRDO - Credo Technology | 0.00% | Reduce −21.7% | 7,915 | $143.89 | $1M | −2,189 | −$332K |
| HHH - Howard Hughes | 0.00% | Reduce −41.3% | 13,980 | $79.77 | $1M | −9,843 | −$842K |
| MIRM - Mirum Pharmaceuticals | 0.00% | Add +0.2% | 13,360 | $78.99 | $1M | +21 | +$77K |
| XERS - Xeris Biopharma | 0.00% | Add +0.2% | 133,416 | $7.85 | $1M | +225 | −$37K |
| CEG - Constellation Energy | 0.00% | Reduce −33.0% | 2,812 | $353.27 | $993K | −1,387 | −$388K |
| TIGO - Millicom Intl Cellular S A | 0.00% | Add +0.1% | 17,685 | $55.44 | $980K | +23 | +$123K |
| ASTE - Astec Inds | 0.00% | Add +23.4% | 22,344 | $43.32 | $968K | +4,236 | +$96K |
| SRRK - Scholar Rock | 0.00% | Add +20.5% | 21,762 | $44.05 | $959K | +3,702 | +$286K |
| AX - AXOS Financial | 0.00% | Add +19.7% | 10,986 | $86.16 | $947K | +1,807 | +$170K |
| TDUP - Thredup · CL A | 0.00% | Add +31.9% | 145,615 | $6.39 | $930K | +35,245 | −$113K |
| SMR - Nuscale Pwr · CL A | 0.00% | Reduce −22.7% | 64,615 | $14.17 | $916K | −18,928 | −$2M |
| UPWK - Upwork | 0.00% | Add +278.7% | 43,111 | $19.82 | $854K | +31,727 | +$643K |
| ASPI - Asp Isotopes | 0.00% | Reduce −40.1% | 139,511 | $5.35 | $746K | −93,402 | −$1M |
| SWIM - Latham Group | 0.00% | Reduce −32.6% | 112,388 | $6.35 | $714K | −54,301 | −$555K |
| VCTR - Victory Cap · CL A | 0.00% | Reduce −38.5% | 11,145 | $63.09 | $703K | −6,990 | −$471K |
| CPF - Central Pac Finl | 0.00% | Add +28.5% | 22,150 | $31.16 | $690K | +4,913 | +$167K |
| CRM - Salesforce | 0.00% | Reduce −31.2% | 2,581 | $264.93 | $684K | −1,171 | −$206K |
| AMSC — | 0.00% | Reduce −50.2% | 23,565 | $28.78 | $678K | −23,726 | −$2M |
| CW - Curtiss Wright | 0.00% | Reduce −36.6% | 1,211 | $551.27 | $668K | −698 | −$369K |
| Oddity Tech · CL A | 0.00% | Reduce −35.1% | 16,175 | $40.18 | $650K | −8,734 | −$902K |
| Iheartmedia · CL A | 0.00% | Add +9.7% | 155,516 | $4.16 | $647K | +13,807 | +$240K |
| GPGI - Composecure · CL A | 0.00% | Hold | 33,395 | $19.28 | $644K | — | — |
| Pitney Bowes | 0.00% | Reduce −31.4% | 60,710 | $10.57 | $642K | −27,766 | −$368K |
| Ses Ai · CL A | 0.00% | Reduce −15.3% | 338,156 | $1.80 | $609K | −60,978 | −$58K |
| AEHR - Aehr Test Sys | 0.00% | Add +29.2% | 30,111 | $20.19 | $608K | +6,803 | −$94K |
| STRL - Sterling Infrastructure | 0.00% | Reduce −40.4% | 1,952 | $306.23 | $598K | −1,321 | −$514K |
| FTAI - Ftai Aviation | 0.00% | Reduce −74.6% | 2,748 | $196.85 | $541K | −8,057 | −$1M |
| NSSC - Napco Sec Technologies | 0.00% | Hold | 12,567 | $41.70 | $524K | — | — |
| ERJ - Embraer S a | 0.00% | Reduce −60.1% | 7,924 | $64.37 | $510K | −11,934 | −$690K |
| ADP - Automatic Data Processing | 0.00% | Reduce −19.7% | 1,976 | $257.28 | $508K | −485 | −$214K |
| TLN - Talen Energy | 0.00% | Reduce −66.5% | 1,349 | $374.84 | $506K | −2,683 | −$1M |
| SGOV - Ishares Tr | 0.00% | Hold | 4,972 | $100.38 | $499K | — | — |
| Porch Group | 0.00% | Reduce −75.3% | 53,683 | $9.13 | $490K | −163,740 | −$3M |
| NRG - NRG Energy | 0.00% | Reduce −49.5% | 3,033 | $159.24 | $483K | −2,976 | −$490K |
| LMB - Limbach | 0.00% | Reduce −62.6% | 5,892 | $77.85 | $459K | −9,848 | −$1M |
| Skywest | 0.00% | Reduce −64.1% | 4,380 | $100.41 | $440K | −7,819 | −$788K |
| TWLO - Twilio · CL A | 0.00% | Add +1.5% | 3,056 | $142.24 | $435K | +45 | +$133K |
| Oppfi · CL A | 0.00% | Reduce −33.6% | 40,472 | $10.46 | $423K | −20,514 | −$268K |
| Luxexperience Bv | 0.00% | Add +64.8% | 50,258 | $8.35 | $420K | +19,754 | +$160K |
| Newmark Group · CL A | 0.00% | Add +113.1% | 23,619 | $17.34 | $410K | +12,538 | +$203K |
| AVAV - Aerovironment | 0.00% | Add +48.8% | 1,689 | $241.89 | $409K | +554 | +$51K |
| ADT - ADT Del | 0.00% | Reduce −36.8% | 49,368 | $8.07 | $398K | −28,769 | −$282K |
| UNH - Unitedhealth Group | 0.00% | Reduce −19.3% | 1,197 | $330.18 | $395K | −286 | −$117K |
| MEDP - Medpace | 0.00% | Reduce −12.1% | 696 | $561.65 | $391K | −96 | −$16K |
| AYI - Acuity | 0.00% | Reduce −33.8% | 1,061 | $360.04 | $382K | −542 | −$170K |
| ABCL - Abcellera Biologics | 0.00% | Reduce −61.9% | 102,508 | $3.42 | $351K | −166,740 | −$1M |
| ADSK - Autodesk | 0.00% | Reduce −9.2% | 1,182 | $295.93 | $350K | −120 | −$64K |
| WST - Western Alliance Bancorp | 0.00% | Reduce −42.9% | 3,797 | $84.07 | $319K | −2,855 | −$258K |
| TTAN - Servicetitan · CL A | 0.00% | Add +32.7% | 2,975 | $106.50 | $317K | +733 | +$91K |
| NTRA - Natera | 0.00% | Reduce −53.0% | 1,376 | $229.09 | $315K | −1,550 | −$156K |
| MLI - Mueller Inds | 0.00% | Reduce −45.3% | 2,720 | $114.80 | $312K | −2,257 | −$191K |
| AWI — | 0.00% | Add +27.3% | 1,511 | $191.10 | $289K | +324 | +$56K |
| Stratasys | 0.00% | Reduce −38.5% | 32,493 | $8.68 | $282K | −20,335 | −$310K |
| ASND - Ascendis Pharma A/S | 0.00% | Reduce −56.2% | 1,211 | $213.24 | $258K | −1,555 | −$292K |
| SYM - Symbotic · CLASS A | 0.00% | Reduce −48.7% | 4,298 | $59.50 | $256K | −4,087 | −$196K |
| LTH - Life Time Group | 0.00% | Reduce −70.7% | 9,609 | $26.58 | $255K | −23,131 | −$648K |
| EOS Energy Enterprises · CL A | 0.00% | Hold | 21,080 | $11.46 | $242K | — | — |
| U - Unity Software | 0.00% | Reduce −36.9% | 5,449 | $44.17 | $241K | −3,186 | −$105K |
| PTON - Peloton Interactive · CL A | 0.00% | Reduce −88.7% | 36,795 | $6.16 | $227K | −287,577 | −$3M |
| TEM - Tempus Ai · CL A | 0.00% | Reduce −77.7% | 3,756 | $59.05 | $222K | −13,089 | −$1M |
| PYPL - Paypal | 0.00% | Reduce −8.6% | 3,487 | $58.39 | $204K | −328 | −$52K |
| OSCR - Oscar Health · CL A | 0.00% | Reduce −36.1% | 13,755 | $14.37 | $198K | −7,781 | −$210K |
Showing top 50 of 184 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| HYG - Ishares Tr | 0.05% | Exit | 0 | $81.19 | $16M | −200,000 | −$16M |
| RSP — | 0.03% | Exit | 0 | $189.71 | $8M | −44,774 | −$8M |
| VIST - Vista Energy S a b De C v | 0.02% | Exit | 0 | $34.40 | $7M | −210,976 | −$7M |
| First Tr Exchange-Traded Fd | 0.01% | Exit | 0 | $141.11 | $3M | −22,529 | −$3M |
| VO - Vanguard Index Fds | 0.01% | Exit | 0 | $293.79 | $3M | −8,690 | −$3M |
| CORT - Corcept Therapeutics | 0.01% | Exit | 0 | $83.10 | $2M | −28,363 | −$2M |
| CVLT - Commvault Sys | 0.01% | Exit | 0 | $188.74 | $2M | −10,395 | −$2M |
| WRBY - Warby Parker · CL A | 0.01% | Exit | 0 | $27.57 | $2M | −66,730 | −$2M |
| LRN - Stride | 0.01% | Exit | 0 | $148.94 | $2M | −11,233 | −$2M |
| BBSI - Barrett Business Svcs | 0.01% | Exit | 0 | $44.31 | $2M | −36,833 | −$2M |
| PCT - Purecycle Technologies | — | Exit | 0 | $13.15 | $1M | −92,364 | −$1M |
| Liquidity Svcs | — | Exit | 0 | $27.43 | $1M | −40,688 | −$1M |
| Merus | — | Exit | 0 | $94.15 | $1M | −11,460 | −$1M |
| ARLO - ARLO Technologies | — | Exit | 0 | $16.95 | $1M | −60,486 | −$1M |
| The Real Brokerage | — | Exit | 0 | $4.18 | $981K | −234,626 | −$981K |
| ELF - E L F Beauty | — | Exit | 0 | $132.45 | $858K | −6,478 | −$858K |
| UTI - Universal Technical Inst | — | Exit | 0 | $32.56 | $822K | −25,247 | −$822K |
| ACHR - Archer Aviation · CL A | — | Exit | 0 | $9.58 | $781K | −81,485 | −$781K |
| CAKE - Cheesecake Factory | — | Exit | 0 | $54.62 | $777K | −14,226 | −$777K |
| PG - Procter And Gamble | — | Exit | 0 | $153.61 | $745K | −4,850 | −$745K |
| HIMS - Hims & Hers Health · CL A | — | Exit | 0 | $56.72 | $716K | −12,624 | −$716K |
| KO - Coca Cola | — | Exit | 0 | $66.35 | $696K | −10,490 | −$696K |
| NTNX - Nutanix · CL A | — | Exit | 0 | $74.38 | $656K | −8,820 | −$656K |
| PEP - Pepsico | — | Exit | 0 | $140.46 | $636K | −4,528 | −$636K |
| Holding | — | Exit | 0 | $39.99 | $571K | −14,277 | −$571K |
| CHEF - Chefs Whse | — | Exit | 0 | $58.36 | $554K | −9,493 | −$554K |
| VST - Vistra | — | Exit | 0 | $195.82 | $534K | −2,727 | −$534K |
| DOCS - Doximity · CL A | — | Exit | 0 | $73.08 | $527K | −7,211 | −$527K |
| BABA - Alibaba Group | — | Exit | 0 | $178.60 | $509K | −2,850 | −$509K |
| MCD - Mcdonalds | — | Exit | 0 | $303.80 | $504K | −1,659 | −$504K |
| Z - Zillow Group · CL C | — | Exit | 0 | $77.08 | $504K | −6,539 | −$504K |
| PSTG - Pure Storage · CL A | — | Exit | 0 | $83.85 | $500K | −5,963 | −$500K |
| Gates Indl | — | Exit | 0 | $24.81 | $480K | −19,344 | −$480K |
| CAVA - CAVA Group | — | Exit | 0 | $60.46 | $479K | −7,922 | −$479K |
| EVER - Everquote · CL A | — | Exit | 0 | $22.85 | $477K | −20,871 | −$477K |
| BIDU - Baidu | — | Exit | 0 | $131.85 | $450K | −3,413 | −$450K |
| Microvast | — | Exit | 0 | $3.85 | $436K | −113,150 | −$436K |
| Nayax | — | Exit | 0 | $47.57 | $434K | −9,124 | −$434K |
| NTES - Netease | — | Exit | 0 | $152.12 | $406K | −2,669 | −$406K |
| META - Meta Platforms · CL A | — | Exit | 0 | $734.20 | $395K | −538 | −$395K |
| WLFC - Willis Lease Fin | — | Exit | 0 | $137.25 | $353K | −2,572 | −$353K |
| VOE - Vanguard Index Fds | — | Exit | 0 | $174.50 | $349K | −2,000 | −$349K |
| Ribbon Communications | — | Exit | 0 | $3.81 | $332K | −87,246 | −$332K |
| Sweetgreen · CL A | — | Exit | 0 | $7.97 | $320K | −40,133 | −$320K |
| ALNY - Alnylam Pharmaceuticals | — | Exit | 0 | $455.99 | $316K | −693 | −$316K |
| RBRK - Rubrik · CL A | — | Exit | 0 | $82.39 | $247K | −2,998 | −$247K |
| NKE - NIKE · CL B | — | Exit | 0 | $69.82 | $245K | −3,509 | −$245K |
| BEAM - Beam Therapeutics | — | Exit | 0 | $24.31 | $222K | −9,133 | −$222K |
| AXON - Axon Enterprise | — | Exit | 0 | $719.06 | $215K | −299 | −$215K |
| APPF - Appfolio · CL A | — | Exit | 0 | $276.23 | $208K | −753 | −$208K |
| CHWY - Chewy · CL A | — | Exit | 0 | $40.42 | $207K | −5,121 | −$207K |
| GWRE - Guidewire Software | — | Exit | 0 | $229.49 | $207K | −902 | −$207K |
| SVV - Savers Value Vlg | — | Exit | 0 | $13.29 | $173K | −13,022 | −$173K |
| Bed Bath & Beyond | — | Exit | 0 | $9.76 | $148K | −15,164 | −$148K |
| NXE - Nexgen Energy | — | Exit | 0 | $8.94 | $110K | −12,308 | −$110K |
| AUR - Aurora Innovation · CLASS A | — | Exit | 0 | $5.39 | $99K | −18,365 | −$99K |
| BRLT - Brilliant Earth Group · CL A | — | Exit | 0 | $2.06 | $92K | −44,586 | −$92K |
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