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 2026-05-11 from SEC 13F data.
Live quotes available for 74 of 101 rows. Rows without a quote are marked unavailable.
| 1 | AMZN | AMAZON COM INC | 12.22% | Add +27.7% | 44,882,757 | $4.64B | $103.29 | |
| 2 | MSFT | MICROSOFT CORP | 7.02% | Reduce -2.7% | 9,241,270 | $2.66B | $288.30 | |
| 3 | NFLX | NETFLIX INC | 6.34% | Add +0.4% | 6,958,228 | $2.4B | $345.48 | |
| 4 | GOOG | ALPHABET INC | 5.84% | Reduce -19.2% | 21,307,629 | $2.22B | $104.00 | |
| 5 | CRM | SALESFORCE INC | 5.54% | Add +0.3% | 10,514,664 | $2.1B | $199.78 | |
| 6 | NOW | SERVICENOW INC | 5.41% | Reduce -0.9% | 4,412,757 | $2.05B | $464.72 | |
| 7 | MA | MASTERCARD INCORPORATED | 4.94% | Reduce -2.4% | 5,160,257 | $1.88B | $363.41 | |
| 8 | ADBE | ADOBE SYSTEMS INCORPORATED | 4.93% | Reduce -22.6% | 4,850,130 | $1.87B | $385.37 | |
| 9 | V | VISA INC | 4.80% | Reduce -6.8% | 8,069,329 | $1.82B | $225.46 | |
| 10 | ADSK | AUTODESK INC | 4.32% | Reduce -0.5% | 7,867,086 | $1.64B | $208.16 | |
| 11 | ACN | ACCENTURE PLC IRELAND | 4.03% | Reduce -2.0% | 5,346,794 | $1.53B | $285.81 | |
| 12 | ABNB | AIRBNB INC | 3.90% | Add +0.6% | 11,902,558 | $1.48B | $124.40 | |
| 13 | ABT | ABBOTT LABS | 3.80% | Reduce -2.5% | 14,249,447 | $1.44B | $101.26 | |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | 3.45% | Add +3.5% | 2,270,936 | $1.31B | $576.37 | |
| 15 | UNH | UNITEDHEALTH GROUP INC | 3.38% | Reduce -0.5% | 2,712,634 | $1.28B | $472.59 | |
| 16 | ILMN | ILLUMINA INC | 3.12% | Add +0.7% | 5,082,478 | $1.18B | $232.55 | |
| 17 | PYPL | PAYPAL HLDGS INC | 2.51% | Add +2.3% | 12,520,376 | $950.8M | $75.94 | |
| 18 | ZTS | ZOETIS INC | 2.43% | Reduce -1.2% | 5,533,674 | $921.02M | $166.44 | |
| 19 | IT | GARTNER INC | 2.33% | Reduce -1.3% | 2,707,371 | $881.98M | $325.77 | |
| 20 | NKE | NIKE INC | 2.09% | Reduce -0.8% | 6,475,261 | $794.13M | $122.64 | |
| 21 | ALGN | ALIGN TECHNOLOGY INC | 1.43% | Reduce -3.1% | 1,621,415 | $541.78M | $334.14 | |
| 22 | DOCU | DOCUSIGN INC | 1.30% | Add +3.3% | 8,480,109 | $494.39M | $58.30 | |
| 23 | ICLR | ICON PLC | 0.84% | Reduce -3.0% | 1,486,714 | $317.55M | $213.59 | |
| 24 | AON | AON PLC | 0.69% | Reduce -17.4% | 824,504 | $259.96M | $315.29 | |
| 25 | GOOGL | ALPHABET INC | 0.62% | Reduce -35.3% | 2,282,136 | $236.73M | $103.73 | |
| 26 | SAP | SAP SE | 0.44% | Reduce -1.5% | 1,316,552 | $166.61M | $126.55 | |
| 27 | ADP | AUTOMATIC DATA PROCESSING IN | 0.32% | Add +0.4% | 537,453 | $119.65M | $222.63 | |
| 28 | MELI | MERCADOLIBRE INC | 0.18% | Add +31.0% | 50,654 | $66.77M | $1318.07 | |
| 29 | MDT | MEDTRONIC PLC | 0.17% | Reduce -1.4% | 802,374 | $64.69M | $80.62 | |
| 30 | ASML | ASML HOLDING N V | 0.12% | Reduce -3.7% | 66,229 | $45.08M | $680.71 | |
| 31 | UL | UNILEVER PLC | 0.11% | Reduce -5.2% | 795,332 | $41.3M | $51.93 | |
| 32 | SHOP | SHOPIFY INC | 0.10% | Reduce -4.1% | 817,385 | $39.19M | $47.94 | |
| 33 | IWF | ISHARES TR | 0.09% | Reduce -94.6% | 136,912 | $33.45M | $244.33 | |
| 34 | GLOB | GLOBANT S A | 0.09% | Reduce -5.7% | 200,552 | $32.89M | $164.01 | |
| 35 | EL | LAUDER ESTEE COS INC | 0.08% | Reduce -3.0% | 120,452 | $29.69M | $246.46 | |
| 36 | TME | TENCENT MUSIC ENTMT GROUP | 0.07% | Add +2336.8% | 3,406,947 | $28.21M | $8.28 | |
| 37 | HDB | HDFC BANK LTD | 0.05% | Reduce -5.9% | 296,215 | $19.75M | $66.67 | |
| 38 | LVS | LAS VEGAS SANDS CORP | 0.05% | Add +3481.8% | 324,148 | $18.62M | $57.45 | |
| 39 | ATHM | AUTOHOME INC | 0.04% | New | 500,307 | $16.75M | No quote | No quote |
| 40 | FIVE | FIVE BELOW INC | 0.04% | Reduce -17.8% | 74,490 | $15.34M | $205.97 | |
| 41 | GSHD | GOOSEHEAD INS INC | 0.04% | Reduce -0.8% | 290,768 | $15.18M | $52.20 | |
| 42 | DLO | DLOCAL LTD | 0.04% | Add +2055.6% | 898,034 | $14.57M | $16.22 | |
| 43 | EPAM | EPAM SYS INC | 0.04% | New | 44,628 | $13.34M | No quote | No quote |
| 44 | HLI | HOULIHAN LOKEY INC | 0.03% | Reduce -2.6% | 137,581 | $12.04M | $87.49 | |
| 45 | FOXF | FOX FACTORY HLDG CORP | 0.03% | Reduce -5.4% | 96,524 | $11.72M | No quote | No quote |
| 46 | RVLV | REVOLVE GROUP INC | 0.03% | Reduce -0.5% | 431,086 | $11.34M | $26.30 | |
| 47 | ACWI | ISHARES TR | 0.03% | Reduce -75.1% | 110,412 | $10.07M | $91.16 | |
| 48 | WING | WINGSTOP INC | 0.03% | Reduce -26.5% | 52,473 | $9.63M | $183.58 | |
| 49 | PGNY | PROGYNY INC | 0.02% | Reduce -1.3% | 290,399 | $9.33M | $32.12 | |
| 50 | HLNE | HAMILTON LANE INC | 0.02% | Reduce -2.6% | 122,364 | $9.05M | No quote | No quote |
| 51 | EEFT | EURONET WORLDWIDE INC | 0.02% | Reduce -2.6% | 79,811 | $8.93M | $111.90 | |
| 52 | YETI | YETI HLDGS INC | 0.02% | Reduce -0.7% | 209,456 | $8.38M | $40.00 | |
| 53 | BL | BLACKLINE INC | 0.02% | Reduce -0.7% | 122,239 | $8.21M | $67.15 | |
| 54 | QLYS | QUALYS INC | 0.02% | Reduce -33.8% | 62,362 | $8.11M | $130.02 | |
| 55 | ALRM | ALARM COM HLDGS INC | 0.02% | Reduce -0.5% | 150,357 | $7.56M | $50.28 | |
| 56 | DAVA | ENDAVA PLC | 0.02% | Reduce -1.0% | 108,876 | $7.31M | No quote | No quote |
| 57 | BMBL | BUMBLE INC | 0.02% | Add +20.4% | 373,905 | $7.31M | No quote | No quote |
| 58 | APPF | APPFOLIO INC | 0.02% | Reduce -1.9% | 57,940 | $7.21M | No quote | No quote |
| 59 | ALIT | ALIGHT INC | 0.02% | New | 747,548 | $6.88M | No quote | No quote |
| 60 | DOCS | DOXIMITY INC | 0.02% | Reduce -2.2% | 202,352 | $6.55M | $32.38 | |
| 61 | CCCS | CCC INTELLIGENT SOLUTIONS HL | 0.02% | Add +221.2% | 670,775 | $6.02M | No quote | No quote |
| 62 | FSV | FIRSTSERVICE CORP NEW | 0.02% | Add +180.7% | 42,447 | $5.98M | $140.99 | |
| 63 | OLO | OLO INC | 0.02% | Reduce -0.5% | 727,766 | $5.94M | No quote | No quote |
| 64 | DT | DYNATRACE INC | 0.02% | Reduce -2.1% | 140,021 | $5.92M | $42.30 | |
| 65 | ALTR | ALTAIR ENGR INC | 0.01% | Reduce -38.8% | 70,197 | $5.06M | No quote | No quote |
| 66 | PAYC | PAYCOM SOFTWARE INC | 0.01% | Reduce -1.9% | 16,072 | $4.89M | $304.01 | |
| 67 | RH | RH | 0.01% | Add +59.6% | 19,516 | $4.75M | $243.55 | |
| 68 | FND | FLOOR & DECOR HLDGS INC | 0.01% | Reduce -1.1% | 46,405 | $4.56M | $98.22 | |
| 69 | TYL | TYLER TECHNOLOGIES INC | 0.01% | Add +84.2% | 12,353 | $4.38M | $354.64 | |
| 70 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.01% | Reduce -2.2% | 31,453 | $4.31M | $136.87 | |
| 71 | ACWX | ISHARES TR | 0.01% | Reduce -79.6% | 86,931 | $4.24M | $48.77 | |
| 72 | FET | FORUM ENERGY TECHNOLOGIES IN | 0.01% | New | 150,393 | $3.82M | No quote | No quote |
| 73 | WRBY | WARBY PARKER INC | 0.01% | Reduce -1.3% | 345,119 | $3.65M | $10.59 | |
| 74 | SKIL | SKILLSOFT CORP | 0.01% | - | 1,768,064 | $3.54M | No quote | No quote |
| 75 | DCGO | DOCGO INC | 0.01% | New | 367,513 | $3.18M | $8.65 | |
| 76 | SITM | SITIME CORP | 0.01% | Reduce -2.6% | 21,433 | $3.05M | $142.23 | |
| 77 | KARO | KAROOOOO LTD | 0.01% | Add +175.9% | 127,603 | $2.96M | $23.20 | |
| 78 | AMN | AMN HEALTHCARE SVCS INC | 0.01% | Reduce -2.8% | 34,652 | $2.87M | $82.96 | |
| 79 | CPRT | COPART INC | 0.01% | Reduce -3.6% | 36,443 | $2.74M | $75.21 | |
| 80 | CATH | GLOBAL X FDS | 0.01% | Reduce -77.7% | 52,892 | $2.66M | $50.20 | |
| 81 | FTCH | FARFETCH LTD | 0.01% | Reduce -1.6% | 511,654 | $2.51M | No quote | No quote |
| 82 | TTD | THE TRADE DESK INC | 0.01% | Reduce -3.6% | 38,871 | $2.37M | No quote | No quote |
| 83 | HELE | HELEN OF TROY LTD | 0.01% | Reduce -0.2% | 23,325 | $2.22M | $95.17 | |
| 84 | ETSY | ETSY INC | 0.01% | Reduce -3.3% | 17,402 | $1.94M | $111.33 | |
| 85 | AZPN | ASPEN TECHNOLOGY INC | 0.01% | Reduce -3.4% | 8,257 | $1.89M | No quote | No quote |
| 86 | FICO | FAIR ISAAC CORP | 0.00% | Reduce -0.3% | 2,550 | $1.79M | $702.69 | |
| 87 | TREX | TREX CO INC | 0.00% | Reduce -3.6% | 32,293 | $1.57M | $48.67 | |
| 88 | EVTC | EVERTEC INC | 0.00% | New | 44,100 | $1.49M | No quote | No quote |
| 89 | CRL | CHARLES RIV LABS INTL INC | 0.00% | Reduce -3.9% | 5,469 | $1.1M | $201.82 | |
| 90 | MYTE | MYT NETHERLANDS PARENT B V | 0.00% | Add +46.5% | 110,376 | $775.94K | No quote | No quote |
| 91 | MPWR | MONOLITHIC PWR SYS INC | 0.00% | New | 1,316 | $658.71K | $500.54 | |
| 92 | TPLC | TIMOTHY PLAN | 0.00% | Reduce -24.5% | 15,939 | $549.04K | No quote | No quote |
| 93 | META | META PLATFORMS INC | 0.00% | Reduce -55.6% | 2,159 | $457.58K | $211.94 | |
| 94 | TPIF | TIMOTHY PLAN | 0.00% | New | 18,122 | $452.87K | No quote | No quote |
| 100 | SBUX | STARBUCKS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 99 | OLPX | OLAPLEX HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 98 | IUSG | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 97 | IWM | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 96 | DCT | DUCK CREEK TECHNOLOGIES INC | - | Sold | 0 | $0 | No quote | No quote |
| 95 | AZTA | AZENTA 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 | 0 | $0 |