Polen Capital Management
As of Q1 2026, this manager reported 221 long-equity positions worth $14.46B in aggregate.
As of Q1 2026, Polen Capital Management's Polen Capital Management held 221 long-equity positions with a reported value of $14.46B.
Get email alerts when Polen Capital Management files a new 13F — sign in or create a free account.
Reported portfolio value
This chart traces the total value of the manager’s reported 13F equity holdings quarter by quarter, so you can see how their book has grown or shrunk over time.
Latest: $14.46B
Peak: $59.53B (Q4 2021)
Positions: 221
Quarterly rows
This table lists every reported quarter for the manager, showing the total reported value and the number of positions in each one, so you can track the full filing history at a glance.
| Period | Filed | Holdings | Total value | Delta value |
|---|---|---|---|---|
| Q1 2026 | 2026-03-31 | 221 | $14.46B | -$8.96B(-38.3%) |
| Q4 2025 | 2025-12-31 | 231 | $23.42B | -$7.39B(-24.0%) |
| Q3 2025 | 2025-09-30 | 232 | $30.8B | -$1.78B(-5.5%) |
| Q2 2025 | 2025-06-30 | 240 | $32.59B | +$741.33M(+2.3%) |
| Q1 2025 | 2025-03-31 | 117 | $31.85B | -$5.17B(-14.0%) |
| Q4 2024 | 2024-12-31 | 124 | $37.01B | -$1.73B(-4.5%) |
| Q3 2024 | 2024-09-30 | 118 | $38.74B | -$1.12B(-2.8%) |
| Q2 2024 | 2024-06-30 | 110 | $39.86B | -$3.44B(-7.9%) |
| Q1 2024 | 2024-03-31 | 103 | $43.29B | +$1.83B(+4.4%) |
| Q4 2023 | 2023-12-31 | 106 | $41.46B | +$3.46B(+9.1%) |
| Q3 2023 | 2023-09-30 | 98 | $38B | -$2.31B(-5.7%) |
| Q2 2023 | 2023-06-30 | 99 | $40.31B | +$2.38B(+6.3%) |
| Q1 2023 | 2023-03-31 | 94 | $37.93B | +$3.7B(+10.8%) |
| Q4 2022 | 2022-12-31 | 92 | $34.23B | -$1.48B(-4.1%) |
| Q3 2022 | 2022-09-30 | 84 | $35.7B | -$2.17B(-5.7%) |
| Q2 2022 | 2022-06-30 | 83 | $37.88B | -$13.34B(-26.1%) |
| Q1 2022 | 2022-03-31 | 90 | $51.22B | -$8.31B(-14.0%) |
| Q4 2021 | 2021-12-31 | 92 | $59.53B | +$5.04B(+9.3%) |
| Q3 2021 | 2021-09-30 | 91 | $54.49B | +$2.27B(+4.4%) |
| Q2 2021 | 2021-06-30 | 81 | $52.22B | +$7.73B(+17.4%) |
| Q1 2021 | 2021-03-31 | 71 | $44.49B | +$1.45B(+3.4%) |
| Q4 2020 | 2020-12-31 | 72 | $43.04B | +$5.65B(+15.1%) |
| Q3 2020 | 2020-09-30 | 65 | $37.39B | +$4.3B(+13.0%) |
| Q2 2020 | 2020-06-30 | 63 | $33.09B | +$10.04B(+43.5%) |
| Q1 2020 | 2020-03-31 | 63 | $23.05B | -$2.34B(-9.2%) |
| Q4 2019 | 2019-12-31 | 62 | $25.39B | +$3.68B(+17.0%) |
| Q3 2019 | 2019-09-30 | 58 | $21.71B | +$1.08B(+5.3%) |
| Q2 2019 | 2019-06-30 | 56 | $20.63B | +$1.49B(+7.8%) |
| Q1 2019 | 2019-03-31 | 59 | $19.13B | +$3.8B(+24.8%) |
| Q4 2018 | 2018-12-31 | 58 | $15.34B | -$2.23B(-12.7%) |
| Q3 2018 | 2018-09-30 | 58 | $17.57B | +$2B(+12.8%) |
| Q2 2018 | 2018-06-30 | 59 | $15.57B | +$1.48B(+10.5%) |
| Q1 2018 | 2018-03-31 | 56 | $14.09B | +$636.9M(+4.7%) |
| Q4 2017 | 2017-12-31 | 53 | $13.45B | +$1.03B(+8.3%) |
| Q3 2017 | 2017-09-30 | 35 | $12.42B | +$988.57M(+8.6%) |
| Q2 2017 | 2017-06-30 | 29 | $11.43B | +$686.67M(+6.4%) |
| Q1 2017 | 2017-03-31 | 26 | $10.75B | +$1.66B(+18.3%) |
| Q4 2016 | 2016-12-31 | 26 | $9.09B | +$694.85M(+8.3%) |
| Q3 2016 | 2016-09-30 | 27 | $8.39B | +$511.56M(+6.5%) |
| Q2 2016 | 2016-06-30 | 27 | $7.88B | +$597.56M(+8.2%) |
| Q1 2016 | 2016-03-31 | 27 | $7.28B | +$817.3M(+12.6%) |
| Q4 2015 | 2015-12-31 | 26 | $6.47B | +$1.01B(+18.5%) |
| Q3 2015 | 2015-09-30 | 24 | $5.46B | +$292.91M(+5.7%) |
| Q2 2015 | 2015-06-30 | 24 | $5.16B | +$34.91M(+0.7%) |
| Q1 2015 | 2015-03-31 | 24 | $5.13B | +$271.41M(+5.6%) |
| Q4 2014 | 2014-12-31 | 23 | $4.86B | +$407.89M(+9.2%) |
| Q3 2014 | 2014-09-30 | 22 | $4.45B | -$129.97M(-2.8%) |
| Q2 2014 | 2014-06-30 | 25 | $4.58B | -$43.52M(-0.9%) |
| Q1 2014 | 2014-03-31 | 23 | $4.62B | +$104.7M(+2.3%) |
| Q4 2013 | 2013-12-31 | 23 | $4.52B | +$175.89M(+4.1%) |
| Q3 2013 | 2013-09-30 | 24 | $4.34B | +$137.81M(+3.3%) |
| Q2 2013 | 2013-06-30 | 26 | $4.2B | -$467.17M(-10.0%) |
| Q1 2013 | 2013-03-31 | 24 | $4.67B | +$403.01M(+9.4%) |
| Q4 2012 | 2012-12-31 | 18 | $4.27B | +$93.84M(+2.2%) |
| Q3 2012 | 2012-09-30 | 17 | $4.18B | +$402.39M(+10.7%) |
| Q2 2012 | 2012-06-30 | 18 | $3.77B | +$454.88M(+13.7%) |
| Q1 2012 | 2012-03-31 | 17 | $3.32B | +$1.08B(+48.3%) |
| Q4 2011 | 2011-12-31 | 18 | $2.24B | +$551.26M(+32.7%) |
| Q3 2011 | 2011-09-30 | 17 | $1.69B | +$8.91M(+0.5%) |
| Q2 2011 | 2011-06-30 | 17 | $1.68B | +$299.89M(+21.8%) |
| Q1 2011 | 2011-03-31 | 17 | $1.38B | +$337.23M(+32.4%) |
| Q4 2010 | 2010-12-31 | 16 | $1.04B | +$137.2M(+15.2%) |
| Q3 2010 | 2010-09-30 | 17 | $902.7M | +$259.88M(+40.4%) |
| Q2 2010 | 2010-06-30 | 16 | $642.82M | -$49.52M(-7.2%) |
| Q1 2010 | 2010-03-31 | 17 | $692.34M | +$111.54M(+19.2%) |
| Q4 2009 | 2009-12-31 | 17 | $580.8M | - |