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 81 of 107 rows. Rows without a quote are marked unavailable.
| 1 | AMZN | AMAZON COM INC | 12.51% | Reduce -11.5% | 37,398,151 | $4.75B | $127.12 | |
| 2 | GOOG | ALPHABET INC | 6.76% | Reduce -4.1% | 19,492,288 | $2.57B | $131.85 | |
| 3 | NFLX | NETFLIX INC | 6.40% | Reduce -2.6% | 6,437,255 | $2.43B | $377.60 | |
| 4 | MSFT | MICROSOFT CORP | 5.94% | Reduce -3.7% | 7,151,377 | $2.26B | $315.75 | |
| 5 | NOW | SERVICENOW INC | 5.88% | Reduce -5.2% | 3,994,534 | $2.23B | $558.96 | |
| 6 | ADBE | ADOBE INC | 5.80% | Reduce -6.6% | 4,324,053 | $2.2B | $509.90 | |
| 7 | MA | MASTERCARD INCORPORATED | 5.00% | Reduce -3.7% | 4,798,026 | $1.9B | $395.91 | |
| 8 | V | VISA INC | 4.58% | Reduce -3.7% | 7,569,168 | $1.74B | $230.01 | |
| 9 | CRM | SALESFORCE INC | 4.09% | Reduce -3.2% | 7,660,386 | $1.55B | $202.78 | |
| 10 | ACN | ACCENTURE PLC IRELAND | 4.03% | Reduce -3.3% | 4,989,956 | $1.53B | $307.11 | |
| 11 | ABNB | AIRBNB INC | 4.00% | Reduce -4.2% | 11,071,064 | $1.52B | $137.21 | |
| 12 | ABT | ABBOTT LABS | 3.44% | Reduce -2.8% | 13,480,736 | $1.31B | $96.85 | |
| 13 | UNH | UNITEDHEALTH GROUP INC | 3.37% | Reduce -4.5% | 2,538,134 | $1.28B | $504.19 | |
| 14 | PYPL | PAYPAL HLDGS INC | 3.34% | Reduce -2.1% | 21,685,665 | $1.27B | $58.46 | |
| 15 | ADSK | AUTODESK INC | 2.91% | Reduce -2.4% | 5,349,776 | $1.11B | $206.91 | |
| 16 | TMO | THERMO FISHER SCIENTIFIC INC | 2.87% | Reduce -3.9% | 2,151,028 | $1.09B | $506.17 | |
| 17 | ZTS | ZOETIS INC | 2.36% | Reduce -4.3% | 5,163,881 | $898.41M | $173.98 | |
| 18 | WDAY | WORKDAY INC | 2.23% | Add +2.0% | 3,950,320 | $848.73M | $214.85 | |
| 19 | NVO | NOVO-NORDISK A S | 1.89% | New | 7,906,255 | $718.99M | $90.94 | |
| 20 | ILMN | ILLUMINA INC | 1.85% | Add +0.6% | 5,126,614 | $703.78M | $137.28 | |
| 21 | IT | GARTNER INC | 1.73% | Reduce -1.9% | 1,915,189 | $658.08M | $343.61 | |
| 22 | NKE | NIKE INC | 1.55% | Reduce -3.1% | 6,157,296 | $588.76M | $95.62 | |
| 23 | ALGN | ALIGN TECHNOLOGY INC | 1.24% | Reduce -2.4% | 1,544,171 | $471.47M | $305.32 | |
| 24 | LLY | ELI LILLY & CO | 0.88% | New | 623,812 | $335.07M | $537.13 | |
| 25 | ICLR | ICON PLC | 0.79% | Reduce -16.6% | 1,222,961 | $301.15M | $246.25 | |
| 26 | GOOGL | ALPHABET INC | 0.75% | Reduce -3.8% | 2,171,266 | $284.13M | $130.86 | |
| 27 | AON | AON PLC | 0.70% | Add +0.6% | 815,290 | $264.33M | $324.22 | |
| 28 | SAP | SAP SE | 0.43% | Reduce -0.4% | 1,262,674 | $163.29M | $129.32 | |
| 29 | ADP | AUTOMATIC DATA PROCESSING IN | 0.32% | Reduce -8.2% | 500,514 | $120.41M | $240.58 | |
| 30 | IWF | ISHARES TR | 0.21% | Add +133.8% | 299,494 | $79.66M | $265.99 | |
| 31 | GLOB | GLOBANT S A | 0.19% | Add +0.4% | 368,492 | $72.91M | $197.85 | |
| 32 | MSCI | MSCI INC | 0.19% | New | 139,245 | $71.44M | $513.08 | |
| 33 | MDT | MEDTRONIC PLC | 0.16% | Add +1.6% | 794,789 | $62.28M | $78.36 | |
| 34 | MELI | MERCADOLIBRE INC | 0.16% | Add +0.2% | 48,488 | $61.48M | $1267.87 | |
| 35 | SHOP | SHOPIFY INC | 0.12% | Add +2.0% | 802,650 | $43.8M | $54.57 | |
| 36 | UL | UNILEVER PLC | 0.10% | Add +2.3% | 782,535 | $38.66M | $49.40 | |
| 37 | ASML | ASML HOLDING N V | 0.10% | Add +2.1% | 65,222 | $38.39M | $588.66 | |
| 38 | DLO | DLOCAL LTD | 0.10% | Add +13.9% | 1,923,273 | $36.87M | $19.17 | |
| 39 | HDB | HDFC BANK LTD | 0.07% | Add +2.5% | 473,113 | $27.92M | $59.01 | |
| 40 | TME | TENCENT MUSIC ENTMT GROUP | 0.06% | Add +10.1% | 3,518,249 | $22.45M | $6.38 | |
| 41 | EL | LAUDER ESTEE COS INC | 0.05% | Add +6.7% | 135,734 | $19.62M | $144.55 | |
| 42 | GSHD | GOOSEHEAD INS INC | 0.04% | Reduce -3.6% | 221,873 | $16.54M | $74.53 | |
| 43 | LVS | LAS VEGAS SANDS CORP | 0.04% | Reduce -4.5% | 318,881 | $14.62M | $45.84 | |
| 44 | EPAM | EPAM SYS INC | 0.04% | Reduce -4.4% | 55,925 | $14.3M | No quote | No quote |
| 45 | HLI | HOULIHAN LOKEY INC | 0.04% | Reduce -1.5% | 128,967 | $13.81M | $107.12 | |
| 46 | ATHM | AUTOHOME INC | 0.04% | Reduce -4.3% | 452,923 | $13.75M | No quote | No quote |
| 47 | FIVE | FIVE BELOW INC | 0.03% | Add +6.0% | 77,428 | $12.46M | $160.90 | |
| 48 | ALIT | ALIGHT INC | 0.03% | Add +23.1% | 1,694,077 | $12.01M | No quote | No quote |
| 49 | PGNY | PROGYNY INC | 0.03% | Add +25.8% | 349,163 | $11.88M | $34.02 | |
| 50 | YUMC | YUM CHINA HLDGS INC | 0.03% | Reduce -4.4% | 210,827 | $11.75M | $55.72 | |
| 51 | YETI | YETI HLDGS INC | 0.03% | Add +4.6% | 236,217 | $11.39M | $48.22 | |
| 52 | HLNE | HAMILTON LANE INC | 0.03% | Reduce -1.4% | 114,795 | $10.38M | No quote | No quote |
| 53 | CCCS | CCC INTELLIGENT SOLUTIONS HL | 0.03% | Add +13.2% | 731,683 | $9.77M | No quote | No quote |
| 54 | FOXF | FOX FACTORY HLDG CORP | 0.02% | Reduce -1.4% | 90,372 | $8.95M | No quote | No quote |
| 55 | QLYS | QUALYS INC | 0.02% | Reduce -2.1% | 58,692 | $8.95M | $152.55 | |
| 56 | WING | WINGSTOP INC | 0.02% | Reduce -1.6% | 49,140 | $8.84M | $179.84 | |
| 57 | ALRM | ALARM COM HLDGS INC | 0.02% | Reduce -1.5% | 141,435 | $8.65M | $61.14 | |
| 58 | RVLV | REVOLVE GROUP INC | 0.02% | Add +14.6% | 483,103 | $6.58M | $13.61 | |
| 59 | BMBL | BUMBLE INC | 0.02% | Add +20.3% | 430,530 | $6.42M | No quote | No quote |
| 60 | BL | BLACKLINE INC | 0.02% | Reduce -1.6% | 115,799 | $6.42M | $55.47 | |
| 61 | APPF | APPFOLIO INC | 0.02% | Reduce -13.2% | 34,652 | $6.33M | No quote | No quote |
| 62 | EEFT | EURONET WORLDWIDE INC | 0.02% | Reduce -2.2% | 74,498 | $5.91M | $79.38 | |
| 63 | CWAN | CLEARWATER ANALYTICS HLDGS I | 0.02% | New | 304,600 | $5.89M | $19.34 | |
| 64 | FSV | FIRSTSERVICE CORP NEW | 0.02% | Reduce -2.0% | 40,159 | $5.84M | $145.54 | |
| 65 | DAVA | ENDAVA PLC | 0.01% | Reduce -1.6% | 99,427 | $5.7M | No quote | No quote |
| 66 | DT | DYNATRACE INC | 0.01% | Add +6.3% | 108,156 | $5.05M | $46.73 | |
| 67 | ACWI | ISHARES TR | 0.01% | Add +119.3% | 54,287 | $5.01M | $92.37 | |
| 68 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.01% | New | 56,381 | $4.9M | $86.90 | |
| 69 | WRBY | WARBY PARKER INC | 0.01% | Add +12.5% | 369,840 | $4.87M | $13.16 | |
| 70 | RH | RH | 0.01% | Reduce -1.3% | 18,404 | $4.87M | $264.36 | |
| 71 | TYL | TYLER TECHNOLOGIES INC | 0.01% | Reduce -0.8% | 12,460 | $4.81M | $386.14 | |
| 72 | XPEL | XPEL INC | 0.01% | New | 61,710 | $4.76M | No quote | No quote |
| 73 | DOCS | DOXIMITY INC | 0.01% | Add +11.6% | 215,037 | $4.56M | $21.22 | |
| 74 | PAYC | PAYCOM SOFTWARE INC | 0.01% | Add +8.5% | 17,334 | $4.49M | $259.27 | |
| 75 | SITM | SITIME CORP | 0.01% | Reduce -2.0% | 34,492 | $3.94M | $114.25 | |
| 76 | FND | FLOOR & DECOR HLDGS INC | 0.01% | Reduce -3.6% | 42,517 | $3.85M | $90.50 | |
| 77 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.01% | Reduce -2.2% | 23,461 | $3.83M | $163.45 | |
| 78 | MORN | MORNINGSTAR INC | 0.01% | Add +150.1% | 14,061 | $3.29M | $234.24 | |
| 79 | AMN | AMN HEALTHCARE SVCS INC | 0.01% | Reduce -2.5% | 32,620 | $2.78M | $85.18 | |
| 80 | TTD | THE TRADE DESK INC | 0.01% | Add +1.0% | 35,478 | $2.77M | No quote | No quote |
| 81 | EXLS | EXLSERVICE HOLDINGS INC | 0.01% | New | 97,083 | $2.72M | No quote | No quote |
| 82 | HELE | HELEN OF TROY LTD | 0.01% | Reduce -1.7% | 22,075 | $2.57M | $116.56 | |
| 83 | VUG | VANGUARD INDEX FDS | 0.01% | Add +147.0% | 6,937 | $1.89M | $272.32 | |
| 84 | DOCU | DOCUSIGN INC | 0.00% | Reduce -99.5% | 43,366 | $1.82M | $42.00 | |
| 85 | TREX | TREX CO INC | 0.00% | Add +1.0% | 29,462 | $1.82M | $61.63 | |
| 86 | EVTC | EVERTEC INC | 0.00% | - | 44,100 | $1.64M | No quote | No quote |
| 87 | SKIL | SKILLSOFT CORP | 0.00% | - | 1,768,064 | $1.57M | No quote | No quote |
| 88 | AZPN | ASPEN TECHNOLOGY INC | 0.00% | Add +1.0% | 7,529 | $1.54M | No quote | No quote |
| 89 | ETSY | ETSY INC | 0.00% | Add +19.4% | 18,724 | $1.21M | $64.58 | |
| 90 | KARO | KAROOOOO LTD | 0.00% | Reduce -51.8% | 58,641 | $1.17M | $19.91 | |
| 91 | MPWR | MONOLITHIC PWR SYS INC | 0.00% | Add +1.0% | 2,489 | $1.15M | $462.00 | |
| 92 | ACWX | ISHARES TR | 0.00% | Add +23.9% | 23,094 | $1.09M | $47.01 | |
| 93 | CRL | CHARLES RIV LABS INTL INC | 0.00% | Add +1.0% | 5,005 | $980.88K | $195.98 | |
| 94 | FICO | FAIR ISAAC CORP | 0.00% | Add +42.1% | 871 | $756.49K | $868.53 | |
| 95 | MKL | MARKEL GROUP INC | 0.00% | Add +12.9% | 500 | $736.25K | $1472.49 | |
| 96 | TPLC | TIMOTHY PLAN | 0.00% | Add +10.2% | 16,025 | $552.38K | No quote | No quote |
| 97 | CATH | GLOBAL X FDS | 0.00% | Reduce -85.3% | 6,905 | $361.13K | $52.30 | |
| 98 | TPIF | TIMOTHY PLAN | 0.00% | Reduce -5.8% | 14,794 | $354.63K | No quote | No quote |
| 106 | OLO | OLO INC | - | Sold | 0 | $0 | No quote | No quote |
| 105 | MYTE | MYT NETHERLANDS PARENT B V | - | Sold | 0 | $0 | No quote | No quote |
| 104 | LESL | LESLIES INC | - | Sold | 0 | $0 | No quote | No quote |
| 103 | IWM | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 102 | FTCH | FARFETCH LTD | - | Sold | 0 | $0 | No quote | No quote |
| 101 | DCGO | DOCGO INC | - | Sold | 0 | $0 | No quote | No quote |
| 100 | CPRT | COPART INC | - | Sold | 0 | $0 | No quote | No quote |
| 99 | ALTR | ALTAIR ENGR 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 | 25,153,000 | $24.68M |