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
| MSFT - Microsoft | 7.29% | Reduce −27.2% | 2,845,888 | $370.17 | $1.1B | −1,064,097 | −$837M |
| GOOG - Alphabet · CL C | 5.85% | Reduce −26.7% | 2,946,637 | $286.86 | $845M | −1,071,484 | −$416M |
| LLY - Eli Lilly & | 5.82% | Reduce −26.6% | 914,557 | $919.77 | $841M | −331,533 | −$498M |
| AVGO - Broadcom | 5.78% | Reduce −23.6% | 2,697,567 | $309.51 | $835M | −834,070 | −$387M |
| AMZN - Amazon | 5.61% | Reduce −55.0% | 3,896,739 | $208.27 | $812M | −4,756,982 | −$1.2B |
| MA - Mastercard · CL A | 5.33% | Reduce −27.7% | 1,541,388 | $499.66 | $770M | −590,339 | −$447M |
| NOW - Servicenow | 5.26% | Add +28.0% | 7,269,453 | $104.55 | $760M | +1,588,665 | −$110M |
| SHOP - Shopify · CL A | 5.17% | Reduce −12.4% | 6,306,740 | $118.62 | $748M | −895,132 | −$411M |
| V - VISA · CL A | 5.11% | Reduce −27.5% | 2,445,760 | $302.24 | $739M | −929,582 | −$445M |
| ORCL - Oracle | 5.11% | Reduce −30.1% | 5,024,257 | $147.11 | $739M | −2,161,239 | −$661M |
| NVDA - Nvidia | 4.95% | Reduce −23.0% | 4,104,247 | $174.40 | $716M | −1,223,865 | −$278M |
| CSGP - Costar Group | 3.51% | Add +157.0% | 12,570,368 | $40.34 | $507M | +7,679,432 | +$178M |
| MSCI - MSCI Inc | 3.47% | Reduce −30.2% | 929,509 | $539.01 | $501M | −401,576 | −$263M |
| ZTS - Zoetis · CL A | 3.45% | Reduce −24.1% | 4,223,076 | $118.21 | $499M | −1,339,593 | −$201M |
| SBUX - Starbucks | 3.13% | Reduce −25.5% | 5,055,488 | $89.59 | $453M | −1,729,820 | −$118M |
| AON - AON PLC · CL A | 3.02% | Reduce −26.7% | 1,354,053 | $322.78 | $437M | −492,241 | −$214M |
| IDXX - Idexx Labs | 2.70% | Reduce −27.6% | 695,811 | $561.89 | $391M | −264,726 | −$259M |
| ABNB - Airbnb · CL A | 1.99% | Reduce −25.0% | 2,273,747 | $126.28 | $287M | −756,983 | −$124M |
| ISRG - Intuitive Surgical | 1.94% | Reduce −28.0% | 606,826 | $460.99 | $280M | −235,792 | −$197M |
| META - Meta Platforms · CL A | 1.89% | New | 476,663 | $572.13 | $273M | +476,663 | +$273M |
| ACN - Accenture Ireland · CLASS A | 1.86% | Reduce −28.0% | 1,354,748 | $198.29 | $269M | −527,959 | −$236M |
| SNPS - Synopsys | 1.84% | Reduce −20.6% | 671,233 | $396.48 | $266M | −173,648 | −$131M |
| LRCX - Lam Research | 1.56% | New | 1,054,495 | $213.66 | $225M | +1,054,495 | +$225M |
| UBER - UBER Technologies | 1.45% | Reduce −18.2% | 2,917,928 | $71.93 | $210M | −647,865 | −$81M |
| IWF - Ishares Tr | 1.20% | Reduce −47.6% | 406,863 | $426.40 | $173M | −369,223 | −$194M |
| ROL - Rollins | 0.80% | New | 2,177,678 | $53.41 | $116M | +2,177,678 | +$116M |
| MELI - Mercadolibre | 0.41% | Reduce −28.1% | 34,452 | $1,729 | $60M | −13,468 | −$37M |
| TSM - Taiwan Semiconductor | 0.41% | Reduce −12.9% | 174,686 | $337.95 | $59M | −25,907 | −$2M |
| SPOT - Spotify Technology S A | 0.36% | Add +49.9% | 107,429 | $484.91 | $52M | +35,771 | +$10M |
| ACWI - Ishares Tr | 0.29% | Reduce −49.8% | 306,415 | $138.37 | $42M | −303,718 | −$44M |
| BSX - Boston Scientific | 0.25% | Reduce −85.6% | 579,739 | $62.75 | $36M | −3,439,813 | −$347M |
| ASML — | 0.15% | Add +43.6% | 16,072 | $1,321 | $21M | +4,877 | +$9M |
| NU — · CL A | 0.12% | Add +5.1% | 1,217,238 | $14.37 | $17M | +59,402 | −$2M |
| SAP - Sap Se | 0.08% | Reduce −71.4% | 66,674 | $171.21 | $11M | −166,658 | −$45M |
| AGX - Argan | 0.07% | Reduce −27.7% | 17,981 | $544.65 | $10M | −6,905 | +$2M |
| POWL - Powell Inds | 0.07% | Reduce −14.0% | 17,485 | $541.08 | $9M | −2,856 | +$3M |
| BE - Bloom Energy · CL A | 0.06% | Reduce −10.9% | 67,231 | $135.49 | $9M | −8,203 | +$3M |
| INTU - Intuit | 0.06% | Reduce −96.1% | 19,853 | $432.37 | $9M | −492,803 | −$331M |
| BELFB - Bel Fuse · CL B | 0.06% | Add +92.4% | 43,339 | $197.98 | $9M | +20,817 | +$5M |
| CECO - Ceco Environmental | 0.06% | Add +105.3% | 143,231 | $59.58 | $9M | +73,456 | +$4M |
| DOCN - Digitalocean | 0.06% | New | 96,206 | $85.78 | $8M | +96,206 | +$8M |
| GOOGL - Alphabet · CL A | 0.06% | Reduce −8.6% | 28,195 | $287.56 | $8M | −2,669 | −$2M |
| NFLX - Netflix | 0.06% | Reduce −52.1% | 83,285 | $96.15 | $8M | −90,512 | −$8M |
| BWXT - BWX Technologies | 0.05% | Add +17.9% | 38,123 | $204.49 | $8M | +5,795 | +$2M |
| VSEC - VSE | 0.05% | Add +22.2% | 42,040 | $184.40 | $8M | +7,650 | +$2M |
| AMPX - Amprius Technologies | 0.05% | Add +46.4% | 422,145 | $16.86 | $7M | +133,855 | +$5M |
| YOU - Clear Secure · CL A | 0.05% | Add +271.0% | 145,900 | $48.41 | $7M | +106,575 | +$6M |
| VUG - Vanguard Index Fds | 0.05% | Reduce −51.6% | 16,030 | $436.80 | $7M | −17,094 | −$9M |
| Fastly · CL A | 0.05% | New | 238,518 | $29.06 | $7M | +238,518 | +$7M |
| MOD - Modine Mfg | 0.04% | Add +103.0% | 29,042 | $216.71 | $6M | +14,733 | +$4M |
| PL - Planet Labs Pbc · CL A | 0.04% | Add +91.8% | 213,914 | $27.95 | $6M | +102,376 | +$4M |
| Dlocal · CLASS A | 0.04% | Reduce −1.7% | 458,909 | $12.97 | $6M | −7,900 | −$649K |
| BKD - Brookdale Sr Living | 0.04% | Add +109.6% | 420,374 | $13.68 | $6M | +219,786 | +$4M |
| IESC - IES | 0.04% | Add +9.2% | 11,953 | $476.47 | $6M | +1,012 | +$1M |
| SPHR - Sphere Entertainment · CL A | 0.04% | Add +102.7% | 48,293 | $117.40 | $6M | +24,465 | +$3M |
| WTW - Willis Towers Watson | 0.04% | Reduce −29.3% | 19,376 | $290.70 | $6M | −8,049 | −$3M |
| Ishares Tr | 0.04% | New | 96,813 | $56.18 | $5M | +96,813 | +$5M |
| MDT - Medtronic | 0.04% | Reduce −28.2% | 60,661 | $86.65 | $5M | −23,839 | −$3M |
| Ishares | 0.04% | New | 72,894 | $70.92 | $5M | +72,894 | +$5M |
| LASR - Nlight | 0.04% | Add +45.7% | 89,791 | $57.02 | $5M | +28,167 | +$3M |
| AZN - Astrazeneca | 0.04% | New | 26,046 | $196.53 | $5M | +26,046 | +$5M |
| WGS - Genedx · CL A | 0.03% | Add +29.3% | 77,419 | $64.22 | $5M | +17,558 | −$3M |
| CRS - Carpenter Technology | 0.03% | Add +105.1% | 12,431 | $394.15 | $5M | +6,369 | +$3M |
| SEI - Solaris Energy Infras · CL A | 0.03% | Add +192.6% | 83,675 | $56.51 | $5M | +55,078 | +$3M |
| BW — | 0.03% | Add +122.0% | 271,492 | $14.69 | $4M | +149,212 | +$3M |
| TME - Tencent Music Entmt Group | 0.03% | Reduce −0.5% | 410,278 | $9.28 | $4M | −2,189 | −$3M |
| PAYC - Paycom Software | 0.03% | Reduce −98.3% | 30,831 | $121.54 | $4M | −1,804,197 | −$289M |
| FIGR - Figure Technology Solutio · CL A | 0.02% | Add +725.1% | 105,634 | $33.95 | $4M | +92,831 | +$3M |
| KRMN - Karman | 0.02% | Add +582.7% | 44,066 | $80.05 | $4M | +37,611 | +$3M |
| BBIO - Bridgebio Pharma | 0.02% | Add +20.1% | 45,934 | $74.26 | $3M | +7,693 | +$486K |
| PRAX — | 0.02% | New | 10,043 | $322.19 | $3M | +10,043 | +$3M |
| GH - Guardant Health | 0.02% | Add +76.6% | 34,725 | $92.37 | $3M | +15,058 | +$1M |
| IBN - Icici Bank | 0.02% | Reduce −4.7% | 118,059 | $25.90 | $3M | −5,813 | −$634K |
| ONON - ON AG | 0.02% | Reduce −54.7% | 88,051 | $34.02 | $3M | −106,432 | −$6M |
| AEHR - Aehr Test Sys | 0.02% | Add +163.7% | 79,396 | $37.08 | $3M | +49,285 | +$2M |
| ROAD - Construction Partners · CL A | 0.02% | Add +148.0% | 26,329 | $111.12 | $3M | +15,714 | +$2M |
| ADBE - Adobe | 0.02% | Reduce −99.1% | 11,868 | $243.08 | $3M | −1,333,720 | −$468M |
| ATRO - Astronics | 0.02% | Reduce −21.0% | 42,410 | $66.73 | $3M | −11,281 | −$82K |
| AXTI - AXT | 0.02% | Add +122.2% | 49,368 | $56.98 | $3M | +27,153 | +$2M |
| TSLA - Tesla | 0.02% | Reduce −9.8% | 7,368 | $371.75 | $3M | −803 | −$936K |
| SE - SEA | 0.02% | Reduce −23.0% | 32,874 | $82.81 | $3M | −9,836 | −$3M |
| TIGO - Millicom Intl Cellular S A | 0.02% | Add +104.1% | 36,096 | $74.94 | $3M | +18,411 | +$2M |
| Corporacion Amer Arpts S A | 0.02% | Add +104.3% | 106,069 | $25.29 | $3M | +54,150 | +$1M |
| W - Wayfair · CL A | 0.02% | Add +31.1% | 35,216 | $75.21 | $3M | +8,359 | −$48K |
| VCTR - Victory Cap Del · CL A | 0.02% | Add +257.7% | 39,868 | $65.48 | $3M | +28,723 | +$2M |
| PTGX - Protagonist Therapeutics | 0.02% | Add +19.6% | 24,337 | $105.40 | $3M | +3,988 | +$788K |
| SRRK - Scholar Rock | 0.02% | Add +138.7% | 51,951 | $49.16 | $3M | +30,189 | +$2M |
| SITM - Sitime | 0.02% | New | 7,101 | $345.35 | $2M | +7,101 | +$2M |
| SPY — | 0.02% | Reduce −44.1% | 3,757 | $650.32 | $2M | −2,960 | −$2M |
| JOBY - Joby Aviation | 0.02% | Add +17.9% | 294,754 | $8.26 | $2M | +44,687 | −$866K |
| OPY - Oppenheimer · CL A | 0.02% | Add +64.9% | 26,954 | $89.19 | $2M | +10,611 | +$1M |
| FTI - Technipfmc | 0.02% | Reduce −4.5% | 34,293 | $69.13 | $2M | −1,622 | +$770K |
| CVNA - Carvana · CL A | 0.02% | Reduce −18.1% | 7,348 | $314.38 | $2M | −1,626 | −$1M |
| VICR - Vicor | 0.02% | New | 13,899 | $161.00 | $2M | +13,899 | +$2M |
| RHLD - Resolute Mgmt | 0.02% | Reduce −34.6% | 13,669 | $162.30 | $2M | −7,246 | −$2M |
| ASTE - Astec Inds | 0.02% | Add +84.3% | 41,172 | $53.84 | $2M | +18,828 | +$1M |
| CCJ - Cameco | 0.02% | Reduce −28.3% | 20,210 | $108.61 | $2M | −7,964 | −$383K |
| PRLB - Proto Labs | 0.01% | Add +806.3% | 37,594 | $57.02 | $2M | +33,446 | +$2M |
| KTOS — | 0.01% | Add +48.6% | 29,265 | $70.51 | $2M | +9,568 | +$568K |
| REAL - The Realreal | 0.01% | Add +26.7% | 221,865 | $9.08 | $2M | +46,777 | −$748K |
| Iradimed | 0.01% | Reduce −22.9% | 20,744 | $96.26 | $2M | −6,147 | −$619K |
| PLPC - Preformed Line Prods | 0.01% | Add +29.7% | 7,341 | $270.75 | $2M | +1,681 | +$818K |
| CELC - Celcuity | 0.01% | Add +268.7% | 17,181 | $114.14 | $2M | +12,521 | +$1M |
| MIRM - Mirum Pharmaceuticals | 0.01% | Add +53.7% | 20,531 | $92.38 | $2M | +7,171 | +$841K |
| ERO - Ero Copper | 0.01% | Add +54.0% | 70,159 | $26.67 | $2M | +24,615 | +$583K |
| METC - Ramaco Res · CL A | 0.01% | Add +35.1% | 119,574 | $15.46 | $2M | +31,067 | +$255K |
| AZZ — | 0.01% | New | 14,438 | $125.13 | $2M | +14,438 | +$2M |
| FIGS - FIGS Inc · CL A | 0.01% | Add +148.7% | 121,437 | $14.77 | $2M | +72,609 | +$1M |
| AIR - AAR | 0.01% | New | 16,208 | $109.46 | $2M | +16,208 | +$2M |
| LIND — | 0.01% | New | 102,127 | $17.30 | $2M | +102,127 | +$2M |
| ACWX - Ishares Tr | 0.01% | Reduce −79.7% | 25,676 | $68.47 | $2M | −101,085 | −$7M |
| LFUS - Littelfuse | 0.01% | New | 4,959 | $339.35 | $2M | +4,959 | +$2M |
| SHAK - Shake Shack · CL A | 0.01% | New | 18,840 | $88.47 | $2M | +18,840 | +$2M |
| BFLY - Butterfly Network · CL A | 0.01% | Reduce −14.1% | 406,260 | $4.04 | $2M | −66,711 | −$156K |
| SOFI - SOFI Technologies | 0.01% | Reduce −12.0% | 103,345 | $15.88 | $2M | −14,105 | −$1M |
| ADPT — | 0.01% | Reduce −64.4% | 116,051 | $13.88 | $2M | −209,716 | −$4M |
| WT - Wisdomtree | 0.01% | New | 109,005 | $14.56 | $2M | +109,005 | +$2M |
| KOD - Kodiak Sciences | 0.01% | Add 0.0% | 41,354 | $38.12 | $2M | +14 | +$421K |
| ABT - Abbott Laboratories | 0.01% | Reduce −99.6% | 15,081 | $102.67 | $2M | −3,947,149 | −$495M |
| WULF - Terawulf | 0.01% | New | 106,375 | $14.43 | $2M | +106,375 | +$2M |
| Irsa Inversiones Y Rep S A | 0.01% | Reduce −8.5% | 94,136 | $16.21 | $2M | −8,775 | −$176K |
| RKLB - Rocket Lab | 0.01% | Add +53.7% | 23,555 | $64.22 | $2M | +8,231 | +$444K |
| CATH - Global X Fds | 0.01% | Reduce −31.6% | 18,868 | $78.15 | $1M | −8,698 | −$792K |
| AX - AXOS Financial | 0.01% | Add +53.4% | 16,849 | $85.09 | $1M | +5,863 | +$487K |
| TSHA - Taysha Gene Therapies | 0.01% | Add +104.2% | 319,748 | $4.47 | $1M | +163,162 | +$568K |
| GHC - Graham | 0.01% | Add +186.5% | 17,813 | $78.92 | $1M | +11,596 | +$1M |
| ESTA - Establishment Labs | 0.01% | Add +39.2% | 24,324 | $56.78 | $1M | +6,849 | +$108K |
| NXE - Nexgen Energy | 0.01% | New | 117,610 | $11.60 | $1M | +117,610 | +$1M |
| OUT - Outfront Media | 0.01% | New | 51,411 | $26.50 | $1M | +51,411 | +$1M |
| CAKE - Cheesecake Factory | 0.01% | New | 24,822 | $54.75 | $1M | +24,822 | +$1M |
| NUVL - Nuvalent | 0.01% | Add +100.4% | 12,744 | $102.45 | $1M | +6,385 | +$666K |
| AAOI - Applied Optoelectronics | 0.01% | New | 14,913 | $84.59 | $1M | +14,913 | +$1M |
| Esquire Finl | 0.01% | Add 0.0% | 11,713 | $107.50 | $1M | +4 | +$64K |
| DNLI - Denali Therapeutics | 0.01% | Add +142.8% | 65,301 | $19.20 | $1M | +38,401 | +$810K |
| CRCL - Circle Internet Group · CL A | 0.01% | New | 13,098 | $95.41 | $1M | +13,098 | +$1M |
| IONQ | 0.01% | New | 42,109 | $28.83 | $1M | +42,109 | +$1M |
| Ivanhoe Electric | 0.01% | Reduce −38.4% | 97,186 | $11.82 | $1M | −60,696 | −$1M |
| TWST - Twist Bioscience | 0.01% | New | 24,037 | $47.52 | $1M | +24,037 | +$1M |
| SGOV - Ishares Tr | 0.01% | Add +126.6% | 11,267 | $100.66 | $1M | +6,295 | +$635K |
| LTH - Life Time Group | 0.01% | Add +321.3% | 40,481 | $26.94 | $1M | +30,872 | +$835K |
| SION - Sionna Therapeutics | 0.01% | Reduce −14.3% | 26,775 | $40.09 | $1M | −4,483 | −$213K |
| VPG - Vishay Precision Group | 0.01% | New | 24,263 | $43.42 | $1M | +24,263 | +$1M |
| STRL - Sterling Infrastructure | 0.01% | Add +30.8% | 2,553 | $407.27 | $1M | +601 | +$442K |
| CPF - Central Pac Finl | 0.01% | Add +45.9% | 32,323 | $31.96 | $1M | +10,173 | +$343K |
| AAPL - Apple | 0.01% | Reduce −47.5% | 4,052 | $253.80 | $1M | −3,672 | −$1M |
| FN - Fabrinet | 0.01% | New | 1,930 | $521.52 | $1M | +1,930 | +$1M |
| MAMA - Mamas Creations | 0.01% | Add +98.3% | 65,408 | $15.34 | $1M | +32,419 | +$558K |
| XMTR - Xometry · CLASS A | 0.01% | Add +10.0% | 24,564 | $40.84 | $1M | +2,243 | −$324K |
| FLR - Fluor | 0.01% | New | 21,011 | $46.65 | $980K | +21,011 | +$980K |
| CALY - Callaway Golf | 0.01% | New | 70,431 | $13.88 | $978K | +70,431 | +$978K |
| WINA - Winmark | 0.01% | Add +165.8% | 2,283 | $427.55 | $976K | +1,424 | +$628K |
| OPLN - Openlane | 0.01% | Reduce −27.9% | 33,361 | $29.15 | $972K | −12,898 | −$405K |
| ADTN - Adtran | 0.01% | New | 75,688 | $12.58 | $952K | +75,688 | +$952K |
| FROG - Jfrog | 0.01% | Add +104.8% | 20,240 | $46.93 | $950K | +10,356 | +$333K |
| HCI - HCI Group | 0.01% | Reduce −66.3% | 6,106 | $154.61 | $944K | −12,020 | −$3M |
| LRN - Stride | 0.01% | New | 10,571 | $88.17 | $932K | +10,571 | +$932K |
| Kontoor Brands | 0.01% | New | 13,192 | $70.29 | $927K | +13,192 | +$927K |
| VXUS - Vanguard Intl Equity Index | 0.01% | Reduce −80.4% | 6,600 | $138.33 | $913K | −26,992 | −$4M |
| Holding · CL A | 0.01% | New | 82,865 | $10.89 | $902K | +82,865 | +$902K |
| GRBK - Green Brick Partners | 0.01% | Add +102.0% | 13,184 | $64.45 | $850K | +6,658 | +$441K |
| ARLO - ARLO Technologies | 0.01% | New | 58,674 | $14.23 | $835K | +58,674 | +$835K |
| CW - Curtiss Wright | 0.01% | Reduce −1.6% | 1,192 | $681.12 | $812K | −19 | +$144K |
| APEI — | 0.01% | Add 0.0% | 14,122 | $56.88 | $803K | +5 | +$270K |
| LPTH - Lightpath Technologies · CL A | 0.01% | New | 79,055 | $10.03 | $793K | +79,055 | +$793K |
| BKSY - Blacksky Technology · CL A | 0.01% | New | 30,642 | $25.16 | $771K | +30,642 | +$771K |
| ETON - Eton Pharmaceuticals | 0.01% | New | 30,138 | $24.68 | $744K | +30,138 | +$744K |
| TMDX - Transmedics Group | 0.01% | Reduce −31.5% | 7,422 | $99.41 | $738K | −3,406 | −$579K |
| Firefly Aerospace | 0.01% | New | 25,499 | $28.47 | $726K | +25,499 | +$726K |
| DAVE — · CLASS A | 0.00% | Reduce −67.2% | 3,869 | $174.09 | $674K | −7,936 | −$2M |
| HDB - Hdfc Bank | 0.00% | Reduce −93.5% | 23,926 | $24.88 | $595K | −343,081 | −$13M |
| VELO - Velo3d | 0.00% | Add +54.0% | 61,433 | $9.39 | $577K | +21,537 | +$29K |
| GPGI — · CL A | 0.00% | Add 0.0% | 33,406 | $17.10 | $571K | +11 | −$73K |
| ASPI - Asp Isotopes | 0.00% | Reduce −11.9% | 122,970 | $4.42 | $544K | −16,541 | −$203K |
| ERJ - Embraer S a | 0.00% | Add +15.3% | 9,138 | $59.34 | $542K | +1,214 | +$32K |
| MIR - Mirion Technologies · CL A | 0.00% | Reduce −68.6% | 24,921 | $18.59 | $463K | −54,498 | −$1M |
| FTAI - Ftai Aviation | 0.00% | Reduce −35.9% | 1,762 | $245.00 | $432K | −986 | −$109K |
| ASND - Ascendis Pharma A/S | 0.00% | Add +49.6% | 1,812 | $228.73 | $414K | +601 | +$156K |
| CCO - Clear Channel Outdoor | 0.00% | Add +82.2% | 174,708 | $2.37 | $414K | +78,796 | +$202K |
| TWLO - Twilio · CL A | 0.00% | Reduce −11.4% | 2,708 | $125.82 | $341K | −348 | −$94K |
| Ses Ai · CL A | 0.00% | Reduce −5.3% | 320,271 | $0.9620 | $308K | −17,885 | −$301K |
| MLI - Mueller Inds | 0.00% | Add +1.8% | 2,769 | $110.80 | $307K | +49 | −$5K |
| SNDK - Sandisk | 0.00% | Reduce −75.6% | 453 | $635.34 | $288K | −1,407 | −$154K |
| NTRA - Natera | 0.00% | Reduce −7.8% | 1,269 | $199.99 | $254K | −107 | −$61K |
| FSLR - First Solar | 0.00% | Reduce −84.6% | 1,275 | $197.26 | $252K | −7,027 | −$2M |
| IT - Gartner | 0.00% | Reduce −82.3% | 1,549 | $158.35 | $245K | −7,204 | −$2M |
| SMR - Nuscale Pwr · CL A | 0.00% | Reduce −67.1% | 21,246 | $10.84 | $230K | −43,369 | −$685K |
| CRM - Salesforce | 0.00% | Reduce −52.9% | 1,215 | $186.72 | $227K | −1,366 | −$457K |
| AFRM - Affirm · CL A | 0.00% | Reduce −85.6% | 4,763 | $45.82 | $218K | −28,206 | −$2M |
| TLN - Talen Energy | 0.00% | Reduce −49.4% | 682 | $319.23 | $218K | −667 | −$288K |
| Holding | 0.00% | Reduce −79.5% | 4,388 | $46.71 | $205K | −16,985 | −$948K |
Showing top 50 of 190 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ICLR - ICON | 0.08% | Exit | 0 | $182.22 | $19M | −105,206 | −$19M |
| MNDY - Monday | 0.05% | Exit | 0 | $147.56 | $12M | −79,332 | −$12M |
| IVV - Ishares Tr | 0.04% | Exit | 0 | $684.91 | $9M | −13,669 | −$9M |
| GLOB - Globant S A | 0.03% | Exit | 0 | $65.36 | $6M | −90,462 | −$6M |
| Holding | 0.02% | Exit | 0 | $82.11 | $4M | −53,658 | −$4M |
| PDD - Pinduoduo | 0.02% | Exit | 0 | $113.38 | $4M | −31,329 | −$4M |
| Karooooo | 0.01% | Exit | 0 | $45.50 | $3M | −74,821 | −$3M |
| Huron Consulting Group | 0.01% | Exit | 0 | $172.94 | $3M | −15,086 | −$3M |
| WDAY - Workday · CL A | 0.01% | Exit | 0 | $214.80 | $2M | −10,782 | −$2M |
| ATEC - Alphatec | 0.01% | Exit | 0 | $21.04 | $2M | −95,761 | −$2M |
| VTI - Vanguard Index Fds | 0.01% | Exit | 0 | $335.21 | $2M | −5,677 | −$2M |
| Red Violet | 0.01% | Exit | 0 | $56.94 | $2M | −30,328 | −$2M |
| TMO - Thermo Fisher Scientific | 0.01% | Exit | 0 | $579.54 | $1M | −2,307 | −$1M |
| PGY - Pagaya Technologies · CL A | 0.01% | Exit | 0 | $20.90 | $1M | −63,497 | −$1M |
| GRAL - Grail | — | Exit | 0 | $85.61 | $1M | −13,526 | −$1M |
| LQDA - Liquidia | — | Exit | 0 | $34.50 | $1M | −33,538 | −$1M |
| AORT - Artivion | — | Exit | 0 | $45.61 | $1M | −25,259 | −$1M |
| CRDO - Credo Technology | — | Exit | 0 | $143.90 | $1M | −7,915 | −$1M |
| HHH - Howard Hughes | — | Exit | 0 | $79.76 | $1M | −13,980 | −$1M |
| XERS - Xeris Biopharma | — | Exit | 0 | $7.85 | $1M | −133,416 | −$1M |
| CEG - Constellation Energy | — | Exit | 0 | $353.13 | $993K | −2,812 | −$993K |
| KURA - Kura Oncology | — | Exit | 0 | $10.39 | $944K | −90,847 | −$944K |
| TDUP - Thredup · CL A | — | Exit | 0 | $6.39 | $930K | −145,615 | −$930K |
| UPWK - Upwork | — | Exit | 0 | $19.81 | $854K | −43,111 | −$854K |
| SWIM - Latham Group | — | Exit | 0 | $6.35 | $714K | −112,388 | −$714K |
| AMSC — | — | Exit | 0 | $28.77 | $678K | −23,565 | −$678K |
| Oddity Tech · CL A | — | Exit | 0 | $40.19 | $650K | −16,175 | −$650K |
| Iheartmedia · CL A | — | Exit | 0 | $4.16 | $647K | −155,516 | −$647K |
| Pitney Bowes | — | Exit | 0 | $10.57 | $642K | −60,710 | −$642K |
| CYTK - Cytokinetics | — | Exit | 0 | $63.54 | $609K | −9,584 | −$609K |
| CSIQ - Canadian Solar | — | Exit | 0 | $23.76 | $528K | −22,223 | −$528K |
| NSSC - Napco Sec Technologies | — | Exit | 0 | $41.70 | $524K | −12,567 | −$524K |
| ADP - Automatic Data Processing | — | Exit | 0 | $257.09 | $508K | −1,976 | −$508K |
| Porch Group | — | Exit | 0 | $9.13 | $490K | −53,683 | −$490K |
| NRG - NRG Energy | — | Exit | 0 | $159.25 | $483K | −3,033 | −$483K |
| LMB - Limbach | — | Exit | 0 | $77.90 | $459K | −5,892 | −$459K |
| HQY - Healthequity | — | Exit | 0 | $91.57 | $456K | −4,980 | −$456K |
| Skywest | — | Exit | 0 | $100.46 | $440K | −4,380 | −$440K |
| Ermenegildo Zegna | — | Exit | 0 | $10.24 | $438K | −42,768 | −$438K |
| Holding | — | Exit | 0 | $3.70 | $430K | −116,292 | −$430K |
| Oppfi · CL A | — | Exit | 0 | $10.45 | $423K | −40,472 | −$423K |
| Luxexperience Bv | — | Exit | 0 | $8.36 | $420K | −50,258 | −$420K |
| Mesoblast | — | Exit | 0 | $18.04 | $415K | −23,005 | −$415K |
| Newmark Group · CL A | — | Exit | 0 | $17.36 | $410K | −23,619 | −$410K |
| AVAV - Aerovironment | — | Exit | 0 | $242.16 | $409K | −1,689 | −$409K |
| PSNL - Personalis | — | Exit | 0 | $7.97 | $404K | −50,705 | −$404K |
| ADT - ADT Del | — | Exit | 0 | $8.06 | $398K | −49,368 | −$398K |
| UNH - Unitedhealth Group | — | Exit | 0 | $329.99 | $395K | −1,197 | −$395K |
| NAMS - Newamsterdam Pharma | — | Exit | 0 | $35.06 | $394K | −11,239 | −$394K |
| MEDP - Medpace | — | Exit | 0 | $561.78 | $391K | −696 | −$391K |
| AYI - Acuity | — | Exit | 0 | $360.04 | $382K | −1,061 | −$382K |
| OLMA - Olema Pharmaceuticals | — | Exit | 0 | $24.99 | $380K | −15,206 | −$380K |
| APPN - Appian · CL A | — | Exit | 0 | $35.40 | $367K | −10,366 | −$367K |
| LYFT — · CL A | — | Exit | 0 | $19.35 | $353K | −18,239 | −$353K |
| ABCL - Abcellera Biologics | — | Exit | 0 | $3.42 | $351K | −102,508 | −$351K |
| ADSK - Autodesk | — | Exit | 0 | $296.11 | $350K | −1,182 | −$350K |
| IOO - Ishares Tr | — | Exit | 0 | $126.50 | $347K | −2,743 | −$347K |
| GAP | — | Exit | 0 | $25.58 | $329K | −12,860 | −$329K |
| WST - Western Alliance Bancorp | — | Exit | 0 | $84.01 | $319K | −3,797 | −$319K |
| HLLY - Holley | — | Exit | 0 | $4.13 | $318K | −77,032 | −$318K |
| TTAN - Servicetitan · CL A | — | Exit | 0 | $106.55 | $317K | −2,975 | −$317K |
| AWI — | — | Exit | 0 | $191.26 | $289K | −1,511 | −$289K |
| Stratasys | — | Exit | 0 | $8.68 | $282K | −32,493 | −$282K |
| ULS - Ul Solutions · CLASS A | — | Exit | 0 | $78.95 | $270K | −3,420 | −$270K |
| PACB — | — | Exit | 0 | $1.87 | $256K | −137,149 | −$256K |
| SYM - Symbotic · CLASS A | — | Exit | 0 | $59.56 | $256K | −4,298 | −$256K |
| CPS - Cooper Std | — | Exit | 0 | $32.87 | $251K | −7,635 | −$251K |
| EOS Energy Enterprises · CL A | — | Exit | 0 | $11.48 | $242K | −21,080 | −$242K |
| U - Unity Software | — | Exit | 0 | $44.23 | $241K | −5,449 | −$241K |
| PTON - Peloton Interactive · CL A | — | Exit | 0 | $6.17 | $227K | −36,795 | −$227K |
| Serve Robotics | — | Exit | 0 | $10.40 | $227K | −21,833 | −$227K |
| TEM - Tempus Ai · CL A | — | Exit | 0 | $59.11 | $222K | −3,756 | −$222K |
| ROIV - Roivant Sciences | — | Exit | 0 | $21.73 | $210K | −9,662 | −$210K |
| RR - Richtech Robotics · CL B | — | Exit | 0 | $3.23 | $208K | −64,298 | −$208K |
| PYPL - Paypal | — | Exit | 0 | $58.50 | $204K | −3,487 | −$204K |
| OSCR - Oscar Health · CL A | — | Exit | 0 | $14.39 | $198K | −13,755 | −$198K |
| PGEN - Precigen | — | Exit | 0 | $4.18 | $176K | −42,095 | −$176K |
| GDYN - Grid Dynamics · CL A | — | Exit | 0 | $9.03 | $175K | −19,383 | −$175K |
| SOPH - Sophia Genetics SA | — | Exit | 0 | $4.69 | $102K | −21,738 | −$102K |
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