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 2026-05-10 from SEC 13F data.
Live quotes available for 80 of 102 rows. Rows without a quote are marked unavailable.
| 1 | AMZN | AMAZON COM INC | 13.66% | Reduce -5.9% | 42,244,188 | $5.51B | $130.36 | |
| 2 | NFLX | NETFLIX INC | 7.22% | Reduce -5.0% | 6,608,014 | $2.91B | $440.49 | |
| 3 | MSFT | MICROSOFT CORP | 6.27% | Reduce -19.7% | 7,424,001 | $2.53B | $340.54 | |
| 4 | GOOG | ALPHABET INC | 6.10% | Reduce -4.6% | 20,328,899 | $2.46B | $120.97 | |
| 5 | NOW | SERVICENOW INC | 5.88% | Reduce -4.5% | 4,214,967 | $2.37B | $561.97 | |
| 6 | ADBE | ADOBE SYSTEMS INCORPORATED | 5.62% | Reduce -4.5% | 4,631,539 | $2.26B | $488.99 | |
| 7 | MA | MASTERCARD INCORPORATED | 4.86% | Reduce -3.4% | 4,982,887 | $1.96B | $393.30 | |
| 8 | V | VISA INC | 4.63% | Reduce -2.6% | 7,856,523 | $1.87B | $237.48 | |
| 9 | CRM | SALESFORCE INC | 4.15% | Reduce -24.8% | 7,912,495 | $1.67B | $211.26 | |
| 10 | ACN | ACCENTURE PLC IRELAND | 3.95% | Reduce -3.5% | 5,160,507 | $1.59B | $308.58 | |
| 11 | ABT | ABBOTT LABS | 3.75% | Reduce -2.7% | 13,861,854 | $1.51B | $109.02 | |
| 12 | ABNB | AIRBNB INC | 3.67% | Reduce -2.9% | 11,554,490 | $1.48B | $128.16 | |
| 13 | PYPL | PAYPAL HLDGS INC | 3.67% | Add +77.0% | 22,163,025 | $1.48B | $66.73 | |
| 14 | UNH | UNITEDHEALTH GROUP INC | 3.17% | Reduce -2.1% | 2,656,274 | $1.28B | $480.64 | |
| 15 | TMO | THERMO FISHER SCIENTIFIC INC | 2.90% | Reduce -1.4% | 2,238,649 | $1.17B | $521.75 | |
| 16 | ADSK | AUTODESK INC | 2.78% | Reduce -30.3% | 5,480,511 | $1.12B | $204.61 | |
| 17 | ILMN | ILLUMINA INC | 2.37% | Add +0.3% | 5,097,461 | $955.72M | $187.49 | |
| 18 | ZTS | ZOETIS INC | 2.31% | Reduce -2.5% | 5,397,918 | $929.58M | $172.21 | |
| 19 | WDAY | WORKDAY INC | 2.17% | New | 3,871,968 | $874.64M | $225.89 | |
| 20 | NKE | NIKE INC | 1.74% | Reduce -1.9% | 6,353,109 | $701.19M | $110.37 | |
| 21 | IT | GARTNER INC | 1.70% | Reduce -27.9% | 1,952,855 | $684.1M | $350.31 | |
| 22 | ALGN | ALIGN TECHNOLOGY INC | 1.39% | Reduce -2.4% | 1,582,077 | $559.49M | $353.64 | |
| 23 | DOCU | DOCUSIGN INC | 1.07% | Reduce -0.1% | 8,474,014 | $432.94M | $51.09 | |
| 24 | ICLR | ICON PLC | 0.91% | Reduce -1.4% | 1,466,021 | $366.8M | $250.20 | |
| 25 | AON | AON PLC | 0.69% | Reduce -1.6% | 810,868 | $279.91M | $345.20 | |
| 26 | GOOGL | ALPHABET INC | 0.67% | Reduce -1.1% | 2,256,727 | $270.13M | $119.70 | |
| 27 | SAP | SAP SE | 0.43% | Reduce -3.7% | 1,267,259 | $173.37M | $136.81 | |
| 28 | ADP | AUTOMATIC DATA PROCESSING IN | 0.30% | Add +1.5% | 545,332 | $119.86M | $219.79 | |
| 29 | MDT | MEDTRONIC PLC | 0.17% | Reduce -2.5% | 781,913 | $68.89M | $88.10 | |
| 30 | GLOB | GLOBANT S A | 0.16% | Add +83.0% | 367,091 | $65.97M | $179.72 | |
| 31 | MELI | MERCADOLIBRE INC | 0.14% | Reduce -4.5% | 48,386 | $57.32M | $1184.59 | |
| 32 | SHOP | SHOPIFY INC | 0.13% | Reduce -3.8% | 786,604 | $50.81M | $64.60 | |
| 33 | ASML | ASML HOLDING N V | 0.11% | Reduce -3.6% | 63,864 | $46.29M | $724.75 | |
| 34 | UL | UNILEVER PLC | 0.10% | Reduce -3.8% | 765,200 | $39.89M | $52.13 | |
| 35 | IWF | ISHARES TR | 0.09% | Reduce -6.4% | 128,099 | $35.25M | $275.18 | |
| 36 | HDB | HDFC BANK LTD | 0.08% | Add +55.9% | 461,637 | $32.18M | $69.70 | |
| 37 | EL | LAUDER ESTEE COS INC | 0.06% | Add +5.6% | 127,240 | $24.99M | $196.38 | |
| 38 | TME | TENCENT MUSIC ENTMT GROUP | 0.06% | Reduce -6.2% | 3,196,407 | $23.59M | $7.38 | |
| 39 | DLO | DLOCAL LTD | 0.05% | Add +88.0% | 1,688,501 | $20.61M | $12.21 | |
| 40 | LVS | LAS VEGAS SANDS CORP | 0.05% | Add +3.0% | 333,893 | $19.37M | $58.00 | |
| 41 | GSHD | GOOSEHEAD INS INC | 0.04% | Reduce -20.9% | 230,102 | $14.47M | $62.89 | |
| 42 | FIVE | FIVE BELOW INC | 0.04% | Reduce -1.9% | 73,038 | $14.35M | $196.54 | |
| 43 | ATHM | AUTOHOME INC | 0.03% | Reduce -5.5% | 473,007 | $13.79M | No quote | No quote |
| 44 | EPAM | EPAM SYS INC | 0.03% | Add +31.1% | 58,485 | $13.14M | No quote | No quote |
| 45 | HLI | HOULIHAN LOKEY INC | 0.03% | Reduce -4.9% | 130,892 | $12.87M | $98.31 | |
| 46 | ALIT | ALIGHT INC | 0.03% | Add +84.1% | 1,376,117 | $12.72M | No quote | No quote |
| 47 | YUMC | YUM CHINA HLDGS INC | 0.03% | New | 220,451 | $12.46M | $56.50 | |
| 48 | PGNY | PROGYNY INC | 0.03% | Reduce -4.5% | 277,481 | $10.92M | $39.34 | |
| 49 | WING | WINGSTOP INC | 0.02% | Reduce -4.9% | 49,914 | $9.99M | $200.16 | |
| 50 | FOXF | FOX FACTORY HLDG CORP | 0.02% | Reduce -5.1% | 91,640 | $9.94M | No quote | No quote |
| 51 | HLNE | HAMILTON LANE INC | 0.02% | Reduce -4.8% | 116,448 | $9.31M | No quote | No quote |
| 52 | EEFT | EURONET WORLDWIDE INC | 0.02% | Reduce -4.5% | 76,208 | $8.94M | $117.37 | |
| 53 | YETI | YETI HLDGS INC | 0.02% | Add +7.8% | 225,786 | $8.77M | $38.84 | |
| 54 | QLYS | QUALYS INC | 0.02% | Reduce -3.8% | 59,965 | $7.75M | $129.17 | |
| 55 | ALRM | ALARM COM HLDGS INC | 0.02% | Reduce -4.5% | 143,532 | $7.42M | $51.68 | |
| 56 | CCCS | CCC INTELLIGENT SOLUTIONS HL | 0.02% | Reduce -3.6% | 646,313 | $7.25M | No quote | No quote |
| 57 | RVLV | REVOLVE GROUP INC | 0.02% | Reduce -2.2% | 421,604 | $6.91M | $16.40 | |
| 58 | APPF | APPFOLIO INC | 0.02% | Reduce -31.1% | 39,910 | $6.87M | No quote | No quote |
| 59 | DOCS | DOXIMITY INC | 0.02% | Reduce -4.8% | 192,660 | $6.55M | $34.02 | |
| 60 | BL | BLACKLINE INC | 0.02% | Reduce -3.8% | 117,659 | $6.33M | $53.82 | |
| 61 | FSV | FIRSTSERVICE CORP NEW | 0.02% | Reduce -3.4% | 40,985 | $6.32M | $154.09 | |
| 62 | RH | RH | 0.02% | Reduce -4.5% | 18,643 | $6.14M | $329.59 | |
| 63 | BMBL | BUMBLE INC | 0.01% | Reduce -4.3% | 357,978 | $6.01M | No quote | No quote |
| 64 | DT | DYNATRACE INC | 0.01% | Reduce -27.4% | 101,705 | $5.23M | $51.47 | |
| 65 | DAVA | ENDAVA PLC | 0.01% | Reduce -7.2% | 101,030 | $5.23M | No quote | No quote |
| 66 | TYL | TYLER TECHNOLOGIES INC | 0.01% | Add +1.7% | 12,560 | $5.23M | $416.47 | |
| 67 | ALTR | ALTAIR ENGR INC | 0.01% | Reduce -3.4% | 67,792 | $5.14M | No quote | No quote |
| 68 | PAYC | PAYCOM SOFTWARE INC | 0.01% | Reduce -0.6% | 15,982 | $5.13M | $321.24 | |
| 69 | FND | FLOOR & DECOR HLDGS INC | 0.01% | Reduce -5.0% | 44,100 | $4.58M | $103.96 | |
| 70 | OLO | OLO INC | 0.01% | Reduce -4.6% | 694,005 | $4.48M | No quote | No quote |
| 71 | DCGO | DOCGO INC | 0.01% | Add +24.1% | 455,961 | $4.27M | $9.37 | |
| 72 | SITM | SITIME CORP | 0.01% | Add +64.2% | 35,184 | $4.15M | $117.97 | |
| 73 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.01% | Reduce -23.7% | 23,998 | $4.02M | $167.36 | |
| 74 | WRBY | WARBY PARKER INC | 0.01% | Reduce -4.7% | 328,858 | $3.84M | $11.69 | |
| 75 | AMN | AMN HEALTHCARE SVCS INC | 0.01% | Reduce -3.5% | 33,442 | $3.65M | $109.12 | |
| 76 | FTCH | FARFETCH LTD | 0.01% | Reduce -4.9% | 486,386 | $2.94M | No quote | No quote |
| 77 | KARO | KAROOOOO LTD | 0.01% | Reduce -4.6% | 121,677 | $2.85M | $23.40 | |
| 78 | TTD | THE TRADE DESK INC | 0.01% | Reduce -9.6% | 35,125 | $2.71M | No quote | No quote |
| 79 | CATH | GLOBAL X FDS | 0.01% | Reduce -11.5% | 46,821 | $2.55M | $54.44 | |
| 80 | LESL | LESLIES INC | 0.01% | New | 262,203 | $2.46M | $9.39 | |
| 81 | HELE | HELEN OF TROY LTD | 0.01% | Reduce -3.7% | 22,464 | $2.43M | $108.02 | |
| 82 | ACWI | ISHARES TR | 0.01% | Reduce -77.6% | 24,756 | $2.38M | $95.94 | |
| 83 | SKIL | SKILLSOFT CORP | 0.01% | - | 1,768,064 | $2.19M | No quote | No quote |
| 84 | CPRT | COPART INC | 0.00% | Reduce -42.4% | 21,011 | $1.92M | $91.21 | |
| 85 | TREX | TREX CO INC | 0.00% | Reduce -9.7% | 29,170 | $1.91M | $65.56 | |
| 86 | EVTC | EVERTEC INC | 0.00% | - | 44,100 | $1.62M | No quote | No quote |
| 87 | MPWR | MONOLITHIC PWR SYS INC | 0.00% | Add +87.2% | 2,464 | $1.33M | $540.23 | |
| 88 | ETSY | ETSY INC | 0.00% | Reduce -9.9% | 15,676 | $1.33M | $84.61 | |
| 89 | AZPN | ASPEN TECHNOLOGY INC | 0.00% | Reduce -9.7% | 7,453 | $1.25M | No quote | No quote |
| 90 | MORN | MORNINGSTAR INC | 0.00% | New | 5,622 | $1.1M | $196.07 | |
| 91 | CRL | CHARLES RIV LABS INTL INC | 0.00% | Reduce -9.4% | 4,955 | $1.04M | $210.25 | |
| 92 | ACWX | ISHARES TR | 0.00% | Reduce -78.6% | 18,638 | $917.38K | $49.22 | |
| 93 | VUG | VANGUARD INDEX FDS | 0.00% | New | 2,808 | $794.55K | $282.96 | |
| 94 | MKL | MARKEL GROUP INC | 0.00% | New | 443 | $612.75K | $1383.18 | |
| 95 | TPLC | TIMOTHY PLAN | 0.00% | Reduce -8.8% | 14,545 | $523.27K | No quote | No quote |
| 96 | FICO | FAIR ISAAC CORP | 0.00% | Reduce -76.0% | 613 | $496.05K | $809.21 | |
| 97 | TPIF | TIMOTHY PLAN | 0.00% | Reduce -13.3% | 15,707 | $396.28K | No quote | No quote |
| 98 | IWM | ISHARES TR | 0.00% | New | 1,388 | $259.96K | $187.29 | |
| 99 | MYTE | MYT NETHERLANDS PARENT B V | 0.00% | Reduce -53.3% | 51,576 | $206.3K | No quote | No quote |
| 101 | META | META PLATFORMS INC | - | Sold | 0 | $0 | No quote | No quote |
| 100 | FET | FORUM ENERGY TECHNOLOGIES IN | - | 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 | 25,153,000 | $24.94M |