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.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 74 of 95 rows. Rows without a quote are marked unavailable.
| 1 | AMZN | AMAZON COM INC | 8.63% | Reduce -5.6% | 35,148,401 | $2.95B | $84.00 | |
| 2 | GOOG | ALPHABET INC | 6.83% | Reduce -7.4% | 26,360,711 | $2.34B | $88.73 | |
| 3 | MSFT | MICROSOFT CORP | 6.65% | Reduce -1.1% | 9,494,199 | $2.28B | $239.82 | |
| 4 | ADBE | ADOBE SYSTEMS INCORPORATED | 6.17% | Reduce -9.5% | 6,270,216 | $2.11B | $336.53 | |
| 5 | NFLX | NETFLIX INC | 5.97% | Reduce -5.5% | 6,930,451 | $2.04B | $294.88 | |
| 6 | MA | MASTERCARD INCORPORATED | 5.37% | Reduce -14.0% | 5,289,548 | $1.84B | $347.73 | |
| 7 | V | VISA INC | 5.25% | Reduce -14.9% | 8,654,720 | $1.8B | $207.76 | |
| 8 | NOW | SERVICENOW INC | 5.05% | Add +12.6% | 4,452,974 | $1.73B | $388.27 | |
| 9 | ABT | ABBOTT LABS | 4.69% | Reduce -6.8% | 14,618,742 | $1.6B | $109.79 | |
| 10 | ADSK | AUTODESK INC | 4.32% | Reduce -6.1% | 7,907,485 | $1.48B | $186.87 | |
| 11 | ACN | ACCENTURE PLC IRELAND | 4.26% | Reduce -5.9% | 5,457,887 | $1.46B | $266.84 | |
| 12 | UNH | UNITEDHEALTH GROUP INC | 4.22% | Reduce -4.3% | 2,725,675 | $1.45B | $530.18 | |
| 13 | CRM | SALESFORCE INC | 4.06% | Reduce -5.2% | 10,480,436 | $1.39B | $132.59 | |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | 3.53% | New | 2,193,711 | $1.21B | $550.69 | |
| 15 | ILMN | ILLUMINA INC | 2.98% | Add +11.7% | 5,048,402 | $1.02B | $202.20 | |
| 16 | ABNB | AIRBNB INC | 2.95% | Reduce -6.8% | 11,828,267 | $1.01B | $85.50 | |
| 17 | IT | GARTNER INC | 2.69% | Reduce -4.9% | 2,743,099 | $922.07M | $336.14 | |
| 18 | PYPL | PAYPAL HLDGS INC | 2.55% | Reduce -3.9% | 12,244,474 | $872.05M | $71.22 | |
| 19 | ZTS | ZOETIS INC | 2.40% | Reduce -6.1% | 5,602,029 | $820.98M | $146.55 | |
| 20 | NKE | NIKE INC | 2.23% | Reduce -19.5% | 6,524,307 | $763.41M | $117.01 | |
| 21 | IWF | ISHARES TR | 1.59% | Add +329.8% | 2,537,512 | $543.64M | $214.24 | |
| 22 | DOCU | DOCUSIGN INC | 1.33% | Reduce -5.0% | 8,209,972 | $455M | $55.42 | |
| 23 | ALGN | ALIGN TECHNOLOGY INC | 1.03% | Reduce -15.8% | 1,674,073 | $353.06M | $210.90 | |
| 24 | GOOGL | ALPHABET INC | 0.91% | Reduce -1.7% | 3,528,451 | $311.32M | $88.23 | |
| 25 | AON | AON PLC | 0.88% | Reduce -6.2% | 998,370 | $299.65M | $300.14 | |
| 26 | ICLR | ICON PLC | 0.87% | Reduce -7.9% | 1,531,939 | $297.58M | $194.25 | |
| 27 | SAP | SAP SE | 0.40% | Reduce -7.1% | 1,336,698 | $137.93M | $103.19 | |
| 28 | ADP | AUTOMATIC DATA PROCESSING IN | 0.37% | Reduce -2.3% | 535,082 | $127.81M | $238.86 | |
| 29 | MDT | MEDTRONIC PLC | 0.18% | Reduce -10.7% | 813,991 | $63.26M | $77.72 | |
| 30 | UL | UNILEVER PLC | 0.12% | Add +59.8% | 838,581 | $42.22M | $50.35 | |
| 31 | ACWI | ISHARES TR | 0.11% | Add +33.7% | 442,679 | $37.57M | $84.88 | |
| 32 | ASML | ASML HOLDING N V | 0.11% | Reduce -10.3% | 68,745 | $37.56M | $546.40 | |
| 33 | GLOB | GLOBANT S A | 0.10% | Reduce -12.2% | 212,638 | $35.76M | $168.16 | |
| 34 | MELI | MERCADOLIBRE INC | 0.10% | Reduce -8.0% | 38,663 | $32.72M | $846.24 | |
| 35 | EL | LAUDER ESTEE COS INC | 0.09% | New | 124,162 | $30.81M | $248.11 | |
| 36 | SHOP | SHOPIFY INC | 0.09% | Add +62.5% | 852,098 | $29.58M | $34.71 | |
| 37 | HDB | HDFC BANK LTD | 0.06% | New | 314,866 | $21.54M | $68.41 | |
| 38 | ACWX | ISHARES TR | 0.06% | Add +299.7% | 426,424 | $19.4M | $45.50 | |
| 39 | FIVE | FIVE BELOW INC | 0.05% | Reduce -18.1% | 90,653 | $16.03M | $176.87 | |
| 40 | HLI | HOULIHAN LOKEY INC | 0.04% | Reduce -11.8% | 141,263 | $12.31M | $87.16 | |
| 41 | IUSG | ISHARES TR | 0.03% | New | 135,869 | $11.08M | No quote | No quote |
| 42 | CATH | GLOBAL X FDS | 0.03% | Add +93.9% | 237,214 | $11.04M | $46.52 | |
| 43 | QLYS | QUALYS INC | 0.03% | Reduce -15.1% | 94,246 | $10.58M | $112.23 | |
| 44 | GSHD | GOOSEHEAD INS INC | 0.03% | Reduce -6.5% | 292,967 | $10.06M | $34.34 | |
| 45 | WING | WINGSTOP INC | 0.03% | Reduce -21.8% | 71,383 | $9.82M | $137.62 | |
| 46 | RVLV | REVOLVE GROUP INC | 0.03% | Reduce -13.1% | 433,236 | $9.64M | $22.26 | |
| 47 | FOXF | FOX FACTORY HLDG CORP | 0.03% | Reduce -43.4% | 102,037 | $9.31M | No quote | No quote |
| 48 | PGNY | PROGYNY INC | 0.03% | Reduce -12.9% | 294,075 | $9.16M | $31.15 | |
| 49 | YETI | YETI HLDGS INC | 0.03% | Reduce -25.1% | 210,867 | $8.71M | $41.31 | |
| 50 | DAVA | ENDAVA PLC | 0.02% | Reduce -11.7% | 109,978 | $8.41M | No quote | No quote |
| 51 | BL | BLACKLINE INC | 0.02% | Reduce -15.8% | 123,090 | $8.28M | $67.27 | |
| 52 | HLNE | HAMILTON LANE INC | 0.02% | Reduce -11.0% | 125,693 | $8.03M | No quote | No quote |
| 53 | EEFT | EURONET WORLDWIDE INC | 0.02% | Reduce -1.3% | 81,916 | $7.73M | $94.38 | |
| 54 | ALRM | ALARM COM HLDGS INC | 0.02% | Reduce -13.3% | 151,177 | $7.48M | $49.48 | |
| 55 | DOCS | DOXIMITY INC | 0.02% | Reduce -2.3% | 206,979 | $6.95M | $33.56 | |
| 56 | BMBL | BUMBLE INC | 0.02% | Reduce -2.8% | 310,453 | $6.54M | No quote | No quote |
| 57 | APPF | APPFOLIO INC | 0.02% | Reduce -14.8% | 59,086 | $6.23M | No quote | No quote |
| 58 | DCT | DUCK CREEK TECHNOLOGIES INC | 0.02% | Reduce -12.7% | 516,392 | $6.22M | No quote | No quote |
| 59 | AZTA | AZENTA INC | 0.02% | Reduce -15.3% | 100,954 | $5.88M | No quote | No quote |
| 60 | DT | DYNATRACE INC | 0.02% | Reduce -6.6% | 143,102 | $5.48M | $38.30 | |
| 61 | ALTR | ALTAIR ENGR INC | 0.02% | Reduce -15.8% | 114,665 | $5.21M | No quote | No quote |
| 62 | PAYC | PAYCOM SOFTWARE INC | 0.01% | Reduce -11.7% | 16,390 | $5.09M | $310.31 | |
| 63 | WRBY | WARBY PARKER INC | 0.01% | Reduce -12.6% | 349,626 | $4.72M | $13.49 | |
| 64 | OLO | OLO INC | 0.01% | Reduce -13.2% | 731,579 | $4.57M | No quote | No quote |
| 65 | OLPX | OLAPLEX HLDGS INC | 0.01% | New | 829,126 | $4.32M | No quote | No quote |
| 66 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.01% | Reduce -14.1% | 32,151 | $3.77M | $117.32 | |
| 67 | AMN | AMN HEALTHCARE SVCS INC | 0.01% | Reduce -49.3% | 35,647 | $3.67M | $102.82 | |
| 68 | FND | FLOOR & DECOR HLDGS INC | 0.01% | Reduce -5.3% | 46,917 | $3.27M | $69.63 | |
| 69 | RH | RH | 0.01% | Add +141.6% | 12,224 | $3.27M | $267.19 | |
| 70 | IWM | ISHARES TR | 0.01% | Add +19.3% | 15,902 | $2.77M | $174.36 | |
| 71 | HELE | HELEN OF TROY LTD | 0.01% | Reduce -15.9% | 23,378 | $2.59M | $110.91 | |
| 72 | FTCH | FARFETCH LTD | 0.01% | Reduce -11.1% | 519,959 | $2.46M | No quote | No quote |
| 73 | CPRT | COPART INC | 0.01% | Add +3.6%2:1 split | 37,814 | $2.3M | $60.89 | |
| 74 | SKIL | SKILLSOFT CORP | 0.01% | - | 1,768,064 | $2.3M | No quote | No quote |
| 75 | SITM | SITIME CORP | 0.01% | New | 22,008 | $2.24M | $101.62 | |
| 76 | TYL | TYLER TECHNOLOGIES INC | 0.01% | Add +30.1% | 6,708 | $2.16M | $322.41 | |
| 77 | ETSY | ETSY INC | 0.01% | Add +3.6% | 17,990 | $2.15M | $119.78 | |
| 78 | FSV | FIRSTSERVICE CORP NEW | 0.01% | New | 15,120 | $1.85M | $122.55 | |
| 79 | CCCS | CCC INTELLIGENT SOLUTIONS HL | 0.01% | New | 208,827 | $1.82M | No quote | No quote |
| 80 | TTD | THE TRADE DESK INC | 0.01% | Add +3.6% | 40,329 | $1.81M | No quote | No quote |
| 81 | AZPN | ASPEN TECHNOLOGY INC | 0.01% | Add +3.4% | 8,549 | $1.76M | No quote | No quote |
| 82 | FICO | FAIR ISAAC CORP | 0.00% | Reduce -65.9% | 2,559 | $1.53M | $598.58 | |
| 83 | TREX | TREX CO INC | 0.00% | Add +3.5% | 33,488 | $1.42M | $42.33 | |
| 84 | CRL | CHARLES RIV LABS INTL INC | 0.00% | Add +22.3% | 5,688 | $1.24M | $217.90 | |
| 85 | TME | TENCENT MUSIC ENTMT GROUP | 0.00% | Reduce -35.3% | 139,810 | $1.16M | $8.28 | |
| 86 | KARO | KAROOOOO LTD | 0.00% | Add +6.4% | 46,253 | $1.08M | $23.30 | |
| 87 | TPLC | TIMOTHY PLAN | 0.00% | Reduce -3.0% | 21,107 | $707.09K | No quote | No quote |
| 88 | MYTE | MYT NETHERLANDS PARENT B V | 0.00% | Reduce -9.2% | 75,327 | $671.16K | No quote | No quote |
| 89 | DLO | DLOCAL LTD | 0.00% | New | 41,660 | $648.65K | $15.57 | |
| 90 | META | META PLATFORMS INC | 0.00% | Reduce -100.0% | 4,860 | $584.85K | $120.34 | |
| 91 | LVS | LAS VEGAS SANDS CORP | 0.00% | New | 9,050 | $435.03K | $48.07 | |
| 92 | SBUX | STARBUCKS CORP | 0.00% | Reduce -99.7% | 3,009 | $298.49K | $99.20 | |
| 94 | JMST | J P MORGAN EXCHANGE TRADED F | - | Sold | 0 | $0 | No quote | No quote |
| 93 | ISRG | INTUITIVE SURGICAL INC | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | - | FORUM ENERGY TECHNOLOGIES INNOTE 9.000% 8/0 | OTHER | 946,123 | $53.47M |