Polen Capital Management LLC

Boca Raton, FL 23 processed 13Fs on this site, 2021 Q3 to 2026 Q2

$11.6B
219 holdings
2026 Q2
−19.7% QoQ
Top 5 33.5%

Portfolio

2026 Q2, filed 8/4/2026, top 12 of 219 holdings

Top 5 33.5%, top 10 58.8%

AUM over time

2026 Q2 $11.6B −19.7% QoQ

Q3 2021

Q1 2022

Q1 2023

Q1 2024

Q1 2025

Q1 2026

Book

2025 Q4 2025 Q3, filed 12 Feb, long equity only

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AMZN, Amazon	8.53%	Reduce −23.1%	8,653,721	$230.82	$2B	−2,592,807	−$472M
MSFT, Microsoft	8.07%, was 8.44%	Reduce −22.1%	3,909,985	$483.62	$1.9B	−1,110,173	−$709M
ORCL, Oracle	5.98%, was 8.48%	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 Class 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	5.20%	Reduce −22.2%	2,131,727	$570.88	$1.2B	−609,516	−$342M
V, Visa	5.05%	Reduce −22.2%	3,375,342	$350.71	$1.2B	−964,882	−$298M
SHOP, Shopify	4.95%, was 5.34%	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%, was 3.36%	Add +405.4%	5,680,788	$153.19	$870M	+4,556,712	−$164M
MSCI	3.26%	Reduce −16.0%	1,331,085	$573.73	$764M	−252,854	−$135M
ZTS, Zoetis	2.99%, was 3.57%	Reduce −26.0%	5,562,669	$125.82	$700M	−1,954,242	−$400M
AON, Aon	2.78%, was 2.88%	Reduce −25.9%	1,846,294	$352.88	$652M	−643,873	−$236M
IDXX, Idexx Laboratories	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	2.16%	Reduce −23.5%	1,882,707	$268.30	$505M	−579,052	−$102M
ABT, Abbott Laboratories	2.12%, was 3.23%	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%, was 2.13%	Reduce −27.5%	1,345,588	$349.99	$471M	−511,610	−$184M
ABNB, Airbnb	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%, was 1.77%	Reduce −28.2%	4,019,552	$95.35	$383M	−1,578,734	−$163M
IWF, iShares Trust	1.57%, was 0.35%	Add +240.6%	776,086	$473.30	$367M	+548,235	+$261M
INTU, Intuit	1.45%, was 1.47%	Reduce −22.5%	512,656	$662.42	$340M	−149,071	−$112M
CSGP, CoStar Group	1.40%, was 1.75%	Reduce −23.4%	4,890,936	$67.24	$329M	−1,489,973	−$209M
PAYC, Paycom Software	1.25%, was 1.78%	Reduce −30.4%	1,835,028	$159.36	$292M	−801,395	−$256M
UBER, Uber	1.24%, was 1.45%	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 Trust	0.37%, was 0.09%	Add +220.4%	610,133	$141.49	$86M	+419,684	+$60M
TSM, Taiwan Semiconductor	0.26%, was 0.16%	Add +13.3%	200,593	$303.89	$61M	+23,534	+$12M
SAP	0.24%, was 0.30%	Reduce −32.4%	233,332	$242.91	$57M	−111,620	−$35M
SPOT, Spotify	0.18%, was 0.03%	Add +547.0%	71,658	$580.71	$42M	+60,583	+$34M
NU, Nu Holdings	0.08%	Reduce −24.9%	1,157,836	$16.74	$19M	−383,326	−$5.3M
ICLR, Icon	0.08%, was 0.25%	Reduce −76.3%	105,206	$182.22	$19M	−338,255	−$58M
NFLX, Netflix	0.07%, was 1.86%	Reduce −63.7%	173,797	$93.76	$16M	−305,083	−$558M
VUG, Vanguard Index Funds	0.07%, was 0.02%	Add +184.9%	33,124	$487.86	$16M	+21,499	+$11M
HDB, HDFC Bank	0.06%, was 0.07%	Reduce −38.1%	367,007	$36.54	$13M	−226,353	−$6.9M
ASML	0.05%, was 0.06%	Reduce −43.5%	11,195	$1,070	$12M	−8,602	−$7.2M
MNDY, Monday.com	0.05%, was 0.08%	Reduce −36.9%	79,332	$147.56	$12M	−46,479	−$13M
GOOGL, Alphabet Class A	0.04%, was 0.37%	Reduce −93.5%	30,864	$313.00	$9.7M	−442,567	−$105M
IVV, iShares Core S&P 500 ETF	0.04%	New	13,669	$684.94	$9.4M	+13,669	+$9.4M
ONON, On Holding	0.04%	Reduce −24.7%	194,483	$46.48	$9M	−63,891	−$1.9M
WTW, Willis Towers Watson	0.04%, was 0.25%	Reduce −87.5%	27,425	$328.60	$9M	−192,359	−$67M
ACWX, iShares Trust	0.04%, was 0.01%	Add +105.7%	126,761	$67.13	$8.5M	+65,149	+$4.5M
MDT, Medtronic	0.03%, was 0.04%	Reduce −32.4%	84,500	$96.06	$8.1M	−40,456	−$3.8M
AGX, Argan	0.03%	Reduce −33.7%	24,886	$313.32	$7.8M	−12,647	−$2.3M
WGS, Genedx	0.03%	Reduce −12.2%	59,861	$130.06	$7.8M	−8,308	+$441K
TME, Tencent Music Entertainment	0.03%, was 0.04%	Reduce −26.5%	412,467	$17.53	$7.2M	−148,966	−$5.9M
Dlocal	0.03%	Reduce −33.3%	466,809	$14.14	$6.6M	−232,570	−$3.4M
BE, Bloom Energy	0.03%, was 0.04%	Reduce −42.6%	75,434	$86.89	$6.6M	−55,956	−$4.6M
POWL, Powell Industries	0.03%	Reduce −12.9%	20,341	$318.78	$6.5M	−3,016	−$635K
VSEC, Vse	0.03%	Reduce −0.1%	34,390	$172.77	$5.9M	−30	+$220K
GLOB, Globant	0.03%	Reduce −33.0%	90,462	$65.37	$5.9M	−44,646	−$1.8M
BWXT, BWX Technologies	0.02%	Reduce −12.0%	32,328	$172.84	$5.6M	−4,420	−$1.2M
SE, Sea Limited	0.02%, was 0.04%	Reduce −39.2%	42,710	$127.57	$5.4M	−27,523	−$7.1M
ADPT	0.02%, was 0.01%	Add +11.9%	325,767	$16.24	$5.3M	+34,570	+$934K
VXUS, Vanguard International Equity Index	0.02%	Add +632.5%	33,592	$141.06	$4.7M	+29,006	+$4.1M
SPY, SPDR S&P 500 ETF Trust	0.02%, was 0.01%	Add +167.9%	6,717	$681.96	$4.6M	+4,210	+$2.9M
Holding	0.02%, was 0.03%	Reduce −38.5%	53,658	$82.12	$4.4M	−33,631	−$3.8M
RHLD, Resolute Holdings Management	0.02%	Hold	20,915	$206.43	$4.3M	—	—
IESC, Ies	0.02%	Reduce −9.9%	10,941	$389.02	$4.3M	−1,203	−$573K
CECO, Ceco Environmental	0.02%, was 0.01%	Add +15.9%	69,775	$59.85	$4.2M	+9,552	+$1.1M
BELFB, Bel Fuse	0.02%, was 0.01%	Add +15.3%	22,522	$169.63	$3.8M	+2,983	+$1.1M
CVNA, Carvana	0.02%	Reduce −14.2%	8,974	$422.02	$3.8M	−1,482	−$157K
IBN, Icici Bank	0.02%	Reduce −44.8%	123,872	$29.80	$3.7M	−100,395	−$3.1M
TSLA, Tesla	0.02%	Reduce −4.9%	8,171	$449.72	$3.7M	−419	−$145K
PDD, PDD Holdings	0.02%, was 0.03%	Reduce −50.5%	31,329	$113.39	$3.6M	−31,954	−$4.8M
HCI, Hci Group	0.01%	Reduce −0.2%	18,126	$191.69	$3.5M	−42	−$12K
Karooooo	0.01%, was 0.02%	Reduce −9.4%	74,821	$45.50	$3.4M	−7,787	−$1.3M
JOBY, Joby Aviation	0.01%, was 0.02%	Reduce −21.4%	250,067	$13.20	$3.3M	−68,200	−$1.8M
SOFI, Sofi Technologies	0.01%	Reduce −18.0%	117,450	$26.18	$3.1M	−25,768	−$709K
BBIO, Bridgebio	0.01%	Add +5.7%	38,241	$76.49	$2.9M	+2,077	+$1M
ATRO, Astronics	0.01%	Reduce −0.6%	53,691	$54.24	$2.9M	−302	+$450K
REAL, Realreal	0.01%	Add +142.9%	175,088	$15.78	$2.8M	+103,000	+$2M
W, Wayfair	0.01%	Reduce −10.1%	26,857	$100.41	$2.7M	−3,004	+$29K
Iradimed	0.01%	Reduce −5.5%	26,891	$97.28	$2.6M	−1,568	+$591K
DAVE	0.01%	Reduce −5.0%	11,805	$221.41	$2.6M	−624	+$136K
Huron Consulting Group	0.01%	Add +46.5%	15,086	$172.91	$2.6M	+4,788	+$1.1M
CCJ, Cameco	0.01%	Reduce −27.1%	28,174	$91.49	$2.6M	−10,448	−$661K
Ivanhoe Electric	0.01%	Reduce −16.1%	157,882	$15.98	$2.5M	−30,392	+$160K
AFRM, Affirm	0.01%	Reduce −0.4%	32,969	$74.43	$2.5M	−127	+$35K
WDAY, Workday	0.01%, was 1.46%	Reduce −99.4%	10,782	$214.79	$2.3M	−1,851,489	−$446M
LASR, Nlight	0.01%	Add +18.9%	61,624	$37.51	$2.3M	+9,806	+$776K
AMPX, Amprius Technologies	0.01%	Reduce −15.1%	288,290	$7.89	$2.3M	−51,137	−$1.3M
CATH, Global X Funds	0.01%	Reduce −10.7%	27,566	$82.23	$2.3M	−3,300	−$235K
SPHR, Sphere Entertainment	0.01%	New	23,828	$95.08	$2.3M	+23,828	+$2.3M
IT, Gartner	0.01%	Reduce −5.7%	8,753	$252.29	$2.2M	−531	−$232K
PL, Planet Labs PBC	0.01%	New	111,538	$19.72	$2.2M	+111,538	+$2.2M
FSLR, First Solar	0.01%	Reduce −26.0%	8,302	$261.23	$2.2M	−2,912	−$304K
BKD, Brookdale Sr Living	0.01%	Add +20.2%	200,588	$10.79	$2.2M	+33,733	+$751K
AAPL, Apple	0.01%	Reduce −49.7%	7,724	$271.85	$2.1M	−7,631	−$1.8M
ATEC, Alphatec	0.01%	Add +85.2%	95,761	$21.04	$2M	+44,061	+$1.3M
GH, Guardant Health	0.01%	Add +13.9%	19,667	$102.14	$2M	+2,396	+$930K
MOD, Modine Manufacturing	0.01%, was 0.02%	Reduce −56.0%	14,309	$133.51	$1.9M	−18,214	−$2.7M
CRS, Carpenter Technology	0.01%	Reduce −0.4%	6,062	$314.84	$1.9M	−25	+$414K
VTI, Vanguard Index Funds	0.01%	New	5,677	$335.27	$1.9M	+5,677	+$1.9M
MIR, Mirion Technologies	0.01%	Add +4.3%	79,419	$23.42	$1.9M	+3,300	+$89K
BFLY, Butterfly Network	0.01%	New	472,971	$3.80	$1.8M	+472,971	+$1.8M
PTGX, Protagonist Therapeutics	0.01%	Add +0.1%	20,349	$87.34	$1.8M	+24	+$427K
Red Violet	0.01%	Add +0.3%	30,328	$56.95	$1.7M	+95	+$148K
Irsa Inversiones Y Rep	0.01%	Add +8.0%	102,911	$16.54	$1.7M	+7,605	+$574K
FTI, Technipfmc	0.01%	Reduce −29.5%	35,915	$44.56	$1.6M	−15,005	−$408K
METC, Ramaco Resources	0.01%, was 0.02%	Reduce −51.5%	88,507	$18.00	$1.6M	−93,825	−$4.5M
KTOS	0.01%	Reduce −17.0%	19,697	$75.91	$1.5M	−4,022	−$672K
YOU, Clear Secure	0.01%	Add +36.2%	39,325	$35.08	$1.4M	+10,454	+$416K
OPLN, Openlane	0.01%	Reduce −3.1%	46,259	$29.78	$1.4M	−1,483	+$4K
Corporacion Amer Arpts	0.01%	Add +18.9%	51,919	$26.00	$1.3M	+8,268	+$559K
TMO, Thermo Fisher Scientific	0.01%, was 0.18%	Reduce −98.0%	2,307	$579.50	$1.3M	−112,206	−$54M
XMTR, Xometry	0.01%	Add +169.3%	22,321	$59.47	$1.3M	+14,031	+$876K
PGY, Pagaya Technologies	0.01%	Reduce −16.3%	63,497	$20.90	$1.3M	−12,373	−$925K
TMDX, Transmedics Group	0.01%	Add +90.3%	10,828	$121.65	$1.3M	+5,138	+$679K
SEI, Solaris Energy Infras	0.01%	New	28,597	$45.97	$1.3M	+28,597	+$1.3M
ERO, Ero Copper	0.01%	New	45,544	$28.29	$1.3M	+45,544	+$1.3M
SION, Sionna Therapeutics	0.01%	Hold	31,258	$41.14	$1.3M	—	—
ESTA, Establishment Labs	0.01%	New	17,475	$72.88	$1.3M	+17,475	+$1.3M
Esquire Financial	0.01%	Hold	11,709	$102.07	$1.2M	—	—
OPY, Oppenheimer	0.01%	Hold	16,343	$72.29	$1.2M	—	—
PLPC, Preformed Line Products	0.00%	Hold	5,660	$206.71	$1.2M	—	—
GRAL, Grail	0.00%	Reduce −18.9%	13,526	$85.59	$1.2M	−3,147	+$172K
KOD, Kodiak Sciences	0.00%	Add +91.7%	41,340	$27.96	$1.2M	+19,773	+$803K
ROAD, Construction Partners	0.00%	Reduce −2.4%	10,615	$108.55	$1.2M	−258	−$229K
CRDO, Credo Technology	0.00%	Reduce −21.7%	7,915	$143.89	$1.1M	−2,189	−$332K
HHH, Howard Hughes	0.00%, was 0.01%	Reduce −41.3%	13,980	$79.77	$1.1M	−9,843	−$842K
MIRM, Mirum Pharmaceuticals	0.00%	Add +0.2%	13,360	$78.99	$1.1M	+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 International Cellular	0.00%	Add +0.1%	17,685	$55.44	$980K	+23	+$123K
ASTE, Astec Industries	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	0.00%	Add +31.9%	145,615	$6.39	$930K	+35,245	−$113K
SMR, Nuscale Power	0.00%, was 0.01%	Reduce −22.7%	64,615	$14.17	$916K	−18,928	−$2.1M
UPWK, Upwork	0.00%	Add +278.7%	43,111	$19.82	$854K	+31,727	+$643K
ASPI, Asp Isotopes	0.00%, was 0.01%	Reduce −40.1%	139,511	$5.35	$746K	−93,402	−$1.5M
SWIM, Latham Group	0.00%	Reduce −32.6%	112,388	$6.35	$714K	−54,301	−$555K
VCTR, Victory Cap	0.00%	Reduce −38.5%	11,145	$63.09	$703K	−6,990	−$471K
CPF, Central Pacific Financial	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%, was 0.01%	Reduce −50.2%	23,565	$28.78	$678K	−23,726	−$2.1M
CW, Curtiss Wright	0.00%	Reduce −36.6%	1,211	$551.27	$668K	−698	−$369K
Holding	0.00%, was 0.01%	Reduce −35.1%	16,175	$40.18	$650K	−8,734	−$902K
Iheartmedia	0.00%	Add +9.7%	155,516	$4.16	$647K	+13,807	+$240K
GPGI, Composecure	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	0.00%	Reduce −15.3%	338,156	$1.80	$609K	−60,978	−$58K
AEHR, Aehr Test Systems	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%, was 0.01%	Reduce −74.6%	2,748	$196.85	$541K	−8,057	−$1.3M
NSSC, Napco Sec Technologies	0.00%	Hold	12,567	$41.70	$524K	—	—
ERJ, Embraer	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%, was 0.01%	Reduce −66.5%	1,349	$374.84	$506K	−2,683	−$1.2M
SGOV, iShares Trust	0.00%	Hold	4,972	$100.38	$499K	—	—
Porch Group	0.00%, was 0.01%	Reduce −75.3%	53,683	$9.13	$490K	−163,740	−$3.2M
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	−$1.1M
Skywest	0.00%	Reduce −64.1%	4,380	$100.41	$440K	−7,819	−$788K
TWLO, Twilio	0.00%	Add +1.5%	3,056	$142.24	$435K	+45	+$133K
Oppfi	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	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	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	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 Industries	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	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	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	0.00%, was 0.01%	Reduce −88.7%	36,795	$6.16	$227K	−287,577	−$2.7M
TEM, Tempus AI	0.00%	Reduce −77.7%	3,756	$59.05	$222K	−13,089	−$1.1M
PYPL, PayPal	0.00%	Reduce −8.6%	3,487	$58.39	$204K	−328	−$52K
OSCR, Oscar Health	0.00%	Reduce −36.1%	13,755	$14.37	$198K	−7,781	−$210K

Showing top 50 of 184 by value

Exits / last held

Gone since 2025 Q3, shown at their last reported size.

Stock	% of portfolio	Recent activity	Reported price*	Value	Share change	$ change
HYG, iShares Trust	0.05%	Exit	$81.19	$16M	−200,000	−$16M
RSP	0.03%	Exit	$189.71	$8.5M	−44,774	−$8.5M
VIST, Vista Energy S.A.B. De C.V.	0.02%	Exit	$34.40	$7.3M	−210,976	−$7.3M
First Trust Exchange-Traded Fund	0.01%	Exit	$141.11	$3.2M	−22,529	−$3.2M
VO, Vanguard Index Funds	0.01%	Exit	$293.79	$2.6M	−8,690	−$2.6M
CORT, Corcept Therapeutics	0.01%	Exit	$83.10	$2.4M	−28,363	−$2.4M
CVLT, Commvault Systems	0.01%	Exit	$188.74	$2M	−10,395	−$2M
WRBY, Warby Parker	0.01%	Exit	$27.57	$1.8M	−66,730	−$1.8M
LRN, Stride	0.01%	Exit	$148.94	$1.7M	−11,233	−$1.7M
BBSI, Barrett Business Services	0.01%	Exit	$44.31	$1.6M	−36,833	−$1.6M
PCT, Purecycle Technologies	—	Exit	$13.15	$1.2M	−92,364	−$1.2M
Liquidity Services	—	Exit	$27.43	$1.1M	−40,688	−$1.1M
Merus	—	Exit	$94.15	$1.1M	−11,460	−$1.1M
ARLO, Arlo Technologies	—	Exit	$16.95	$1M	−60,486	−$1M
Real Brokerage	—	Exit	$4.18	$981K	−234,626	−$981K
ELF, E L F Beauty	—	Exit	$132.45	$858K	−6,478	−$858K
UTI, Universal Technical Inst	—	Exit	$32.56	$822K	−25,247	−$822K
ACHR, Archer Aviation	—	Exit	$9.58	$781K	−81,485	−$781K
CAKE, Cheesecake Factory	—	Exit	$54.62	$777K	−14,226	−$777K
PG, Procter & Gamble	—	Exit	$153.61	$745K	−4,850	−$745K
HIMS, Hims & Hers Health	—	Exit	$56.72	$716K	−12,624	−$716K
KO, Coca-Cola	—	Exit	$66.35	$696K	−10,490	−$696K
NTNX, Nutanix	—	Exit	$74.38	$656K	−8,820	−$656K
PEP, PepsiCo	—	Exit	$140.46	$636K	−4,528	−$636K
Holding	—	Exit	$39.99	$571K	−14,277	−$571K
CHEF, Chefs Whse	—	Exit	$58.36	$554K	−9,493	−$554K
VST, Vistra	—	Exit	$195.82	$534K	−2,727	−$534K
DOCS, Doximity	—	Exit	$73.08	$527K	−7,211	−$527K
BABA, Alibaba	—	Exit	$178.60	$509K	−2,850	−$509K
MCD, McDonald's	—	Exit	$303.80	$504K	−1,659	−$504K
Z, Zillow	—	Exit	$77.08	$504K	−6,539	−$504K
PSTG, Pure Storage	—	Exit	$83.85	$500K	−5,963	−$500K
Gates Industrial	—	Exit	$24.81	$480K	−19,344	−$480K
CAVA, Cava Group	—	Exit	$60.46	$479K	−7,922	−$479K
EVER, Everquote	—	Exit	$22.85	$477K	−20,871	−$477K
BIDU, Baidu	—	Exit	$131.85	$450K	−3,413	−$450K
Microvast	—	Exit	$3.85	$436K	−113,150	−$436K
Nayax	—	Exit	$47.57	$434K	−9,124	−$434K
NTES, NetEase	—	Exit	$152.12	$406K	−2,669	−$406K
META, Meta Platforms	—	Exit	$734.20	$395K	−538	−$395K
WLFC, Willis Lease Fin	—	Exit	$137.25	$353K	−2,572	−$353K
VOE, Vanguard Index Funds	—	Exit	$174.50	$349K	−2,000	−$349K
Ribbon Communications	—	Exit	$3.81	$332K	−87,246	−$332K
Sweetgreen	—	Exit	$7.97	$320K	−40,133	−$320K
ALNY, Alnylam Pharmaceuticals	—	Exit	$455.99	$316K	−693	−$316K
RBRK, Rubrik	—	Exit	$82.39	$247K	−2,998	−$247K
NKE, Nike	—	Exit	$69.82	$245K	−3,509	−$245K
BEAM, Beam Therapeutics	—	Exit	$24.31	$222K	−9,133	−$222K
AXON, Axon Enterprise	—	Exit	$719.06	$215K	−299	−$215K
APPF, Appfolio	—	Exit	$276.23	$208K	−753	−$208K
CHWY, Chewy	—	Exit	$40.42	$207K	−5,121	−$207K
GWRE, Guidewire Software	—	Exit	$229.49	$207K	−902	−$207K
SVV, Savers Value VLG	—	Exit	$13.29	$173K	−13,022	−$173K
Bed Bath & Beyond	—	Exit	$9.76	$148K	−15,164	−$148K
NXE, Nexgen Energy	—	Exit	$8.94	$110K	−12,308	−$110K
AUR, Aurora Innovation	—	Exit	$5.39	$99K	−18,365	−$99K
BRLT, Brilliant Earth Group	—	Exit	$2.06	$92K	−44,586	−$92K

Filings history

20 periods, with AUM normalized

Newest 13Fs

Period	Holds	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 to 2026 Q2

SEC filing name: POLEN CAPITAL MANAGEMENT LLC
Location: Boca Raton, FL
All SEC filings: View on sec.gov