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 2026-05-26 from SEC 13F data.
Live quotes available for 87 of 114 rows. Rows without a quote are marked unavailable.
| 1 | AMZN | AMAZON COM INC | 13.29% | Reduce -3.0% | 36,273,885 | $5.51B | $151.95 | |
| 2 | MSFT | MICROSOFT CORP | 9.03% | Add +39.2% | 9,955,582 | $3.74B | $376.07 | |
| 3 | NOW | SERVICENOW INC | 6.47% | Reduce -5.0% | 3,796,229 | $2.68B | $706.52 | |
| 4 | GOOG | ALPHABET INC | 6.39% | Reduce -3.6% | 18,793,122 | $2.65B | $140.94 | |
| 5 | ADBE | ADOBE INC | 5.98% | Reduce -3.9% | 4,154,987 | $2.48B | $596.64 | |
| 6 | NFLX | NETFLIX INC | 4.79% | Reduce -36.6% | 4,081,206 | $1.99B | $486.88 | |
| 7 | MA | MASTERCARD INCORPORATED | 4.78% | Reduce -3.2% | 4,646,427 | $1.98B | $426.54 | |
| 8 | CRM | SALESFORCE INC | 4.62% | Reduce -5.0% | 7,275,372 | $1.91B | $263.14 | |
| 9 | V | VISA INC | 4.58% | Reduce -3.7% | 7,291,221 | $1.9B | $260.37 | |
| 10 | ACN | ACCENTURE PLC IRELAND | 4.06% | Reduce -3.8% | 4,800,627 | $1.68B | $350.93 | |
| 11 | ABT | ABBOTT LABS | 3.58% | Add +0.1% | 13,486,848 | $1.48B | $110.08 | |
| 12 | ABNB | AIRBNB INC | 3.47% | Reduce -4.6% | 10,561,868 | $1.44B | $136.14 | |
| 13 | UNH | UNITEDHEALTH GROUP INC | 3.09% | Reduce -4.1% | 2,435,074 | $1.28B | $526.47 | |
| 14 | PYPL | PAYPAL HLDGS INC | 3.08% | Reduce -4.1% | 20,794,484 | $1.28B | $61.41 | |
| 15 | ADSK | AUTODESK INC | 3.01% | Reduce -4.3% | 5,121,819 | $1.25B | $243.49 | |
| 16 | TMO | THERMO FISHER SCIENTIFIC INC | 2.60% | Reduce -5.5% | 2,032,950 | $1.08B | $530.83 | |
| 17 | WDAY | WORKDAY INC | 2.51% | Reduce -4.6% | 3,768,173 | $1.04B | $276.11 | |
| 18 | ZTS | ZOETIS INC | 2.37% | Reduce -3.7% | 4,971,744 | $981.27M | $197.37 | |
| 19 | NVO | NOVO-NORDISK A S | 1.99% | Add +0.7% | 7,958,444 | $823.3M | $103.45 | |
| 20 | IT | GARTNER INC | 1.97% | Reduce -5.7% | 1,806,738 | $815.04M | $451.11 | |
| 21 | NKE | NIKE INC | 1.55% | Reduce -4.1% | 5,904,020 | $641M | $108.57 | |
| 22 | ALGN | ALIGN TECHNOLOGY INC | 0.84% | Reduce -17.9% | 1,268,118 | $347.46M | $274.00 | |
| 23 | GOOGL | ALPHABET INC | 0.72% | Reduce -1.5% | 2,138,915 | $298.79M | $139.69 | |
| 24 | AON | AON PLC | 0.58% | Add +0.5% | 819,186 | $238.52M | $291.17 | |
| 25 | SAP | SAP SE | 0.46% | Reduce -1.6% | 1,242,694 | $192.11M | $154.59 | |
| 26 | ADP | AUTOMATIC DATA PROCESSING IN | 0.28% | Add +0.5% | 502,832 | $117.25M | $233.17 | |
| 33 | MDT | MEDTRONIC PLC | 0.20% | Add +23.7% | 983,504 | $81.02M | $82.38 | |
| 32 | KARO | KAROOOOO LTD | 0.20% | Reduce -84.2% | 9,250 | $81.02M | $8759.04 | |
| 31 | ACWI | ISHARES TR | 0.20% | Add +87.1% | 101,590 | $81.02M | $797.53 | |
| 30 | ILMN | ILLUMINA INC | 0.20% | Reduce -99.3% | 33,913 | $81.02M | $2389.09 | |
| 29 | HELE | HELEN OF TROY LTD | 0.20% | Reduce -8.9% | 20,112 | $81.02M | $4028.49 | |
| 28 | GSHD | GOOSEHEAD INS INC | 0.20% | Reduce -31.5% | 151,971 | $81.02M | $533.14 | |
| 27 | LLY | ELI LILLY & CO | 0.20% | Reduce -4.7% | 594,801 | $81.02M | $136.22 | |
| 34 | MSCI | MSCI INC | 0.18% | Reduce -2.9% | 135,183 | $76.54M | $566.16 | |
| 41 | MELI | MERCADOLIBRE INC | 0.16% | Reduce -10.9% | 43,180 | $67.86M | $1571.53 | |
| 40 | MKTX | MARKETAXESS HLDGS INC | 0.16% | New | 4,461 | $67.86M | $15211.53 | |
| 39 | LVS | LAS VEGAS SANDS CORP | 0.16% | Reduce -27.1% | 232,636 | $67.86M | $291.69 | |
| 38 | SGOV | ISHARES TR | 0.16% | New | 5,005 | $67.86M | $13558.17 | |
| 37 | IWF | ISHARES TR | 0.16% | Add +38.7% | 415,395 | $67.86M | $163.36 | |
| 36 | HLI | HOULIHAN LOKEY INC | 0.16% | Reduce -1.3% | 127,298 | $67.86M | $533.07 | |
| 35 | HLNE | HAMILTON LANE INC | 0.16% | Reduce -16.9% | 95,403 | $67.86M | No quote | No quote |
| 42 | SHOP | SHOPIFY INC | 0.15% | Reduce -2.8% | 779,876 | $60.75M | $77.90 | |
| 43 | BIL | SPDR SER TR | 0.13% | New | 606,590 | $55.44M | $91.39 | |
| 44 | ASML | ASML HOLDING N V | 0.09% | Reduce -26.8% | 47,776 | $36.16M | $756.92 | |
| 45 | TME | TENCENT MUSIC ENTMT GROUP | 0.06% | Reduce -26.2% | 2,596,369 | $23.39M | $9.01 | |
| 46 | UL | UNILEVER PLC | 0.05% | Reduce -40.2% | 467,948 | $22.69M | $48.48 | |
| 47 | DLO | DLOCAL LTD | 0.05% | Reduce -37.5% | 1,202,241 | $21.27M | $17.69 | |
| 48 | ALIT | ALIGHT INC | 0.03% | Reduce -9.7% | 1,530,608 | $13.06M | No quote | No quote |
| 49 | PGNY | PROGYNY INC | 0.03% | Reduce -2.5% | 340,461 | $12.66M | $37.18 | |
| 50 | YUMC | YUM CHINA HLDGS INC | 0.03% | Add +28.7% | 271,366 | $11.51M | $42.43 | |
| 51 | EPAM | EPAM SYS INC | 0.03% | Reduce -34.9% | 36,435 | $10.83M | No quote | No quote |
| 52 | WING | WINGSTOP INC | 0.02% | Reduce -27.9% | 35,410 | $9.09M | $256.58 | |
| 53 | YETI | YETI HLDGS INC | 0.02% | Reduce -30.4% | 164,441 | $8.51M | $51.78 | |
| 54 | ALRM | ALARM COM HLDGS INC | 0.02% | Reduce -8.8% | 128,913 | $8.33M | $64.62 | |
| 55 | EEFT | EURONET WORLDWIDE INC | 0.02% | Add +4.7% | 77,996 | $7.92M | $101.49 | |
| 56 | BMBL | BUMBLE INC | 0.02% | Add +20.2% | 517,630 | $7.63M | No quote | No quote |
| 57 | CNM | CORE & MAIN INC | 0.02% | New | 187,140 | $7.56M | No quote | No quote |
| 58 | ATHM | AUTOHOME INC | 0.02% | Reduce -44.0% | 253,643 | $7.12M | No quote | No quote |
| 59 | BL | BLACKLINE INC | 0.02% | Reduce -4.1% | 111,004 | $6.93M | $62.44 | |
| 60 | WRBY | WARBY PARKER INC | 0.02% | Add +32.4% | 489,598 | $6.9M | $14.10 | |
| 61 | RVLV | REVOLVE GROUP INC | 0.02% | Reduce -15.2% | 409,749 | $6.79M | $16.58 | |
| 62 | CCCS | CCC INTELLIGENT SOLUTIONS HL | 0.02% | Reduce -21.1% | 577,430 | $6.58M | No quote | No quote |
| 63 | FIVE | FIVE BELOW INC | 0.02% | Reduce -60.7% | 30,457 | $6.49M | $213.16 | |
| 64 | FOXF | FOX FACTORY HLDG CORP | 0.02% | Add +5.9% | 95,726 | $6.46M | No quote | No quote |
| 65 | QLYS | QUALYS INC | 0.01% | Reduce -46.1% | 31,660 | $6.21M | $196.28 | |
| 66 | GNRC | GENERAC HLDGS INC | 0.01% | New | 46,135 | $5.96M | $129.24 | |
| 67 | FSV | FIRSTSERVICE CORP NEW | 0.01% | Reduce -8.8% | 36,628 | $5.94M | $162.09 | |
| 68 | CWAN | CLEARWATER ANALYTICS HLDGS I | 0.01% | Reduce -4.5% | 290,890 | $5.83M | $20.03 | |
| 69 | DAVA | ENDAVA PLC | 0.01% | Reduce -33.1% | 66,498 | $5.18M | No quote | No quote |
| 76 | MEDP | MEDPACE HLDGS INC | 0.01% | New | 16,870 | $5.17M | $306.53 | |
| 75 | LGIH | LGI HOMES INC | 0.01% | New | 25,236 | $5.17M | No quote | No quote |
| 74 | ACWX | ISHARES TR | 0.01% | Add +616.5% | 165,456 | $5.17M | $31.25 | |
| 73 | IWM | ISHARES TR | 0.01% | New | 1,774 | $5.17M | $2915.01 | |
| 72 | ICLR | ICON PLC | 0.01% | Reduce -2.6% | 1,191,615 | $5.17M | $4.34 | |
| 71 | HDB | HDFC BANK LTD | 0.01% | Add +19.1% | 563,327 | $5.17M | $9.18 | |
| 70 | GLOB | GLOBANT S A | 0.01% | Reduce -2.9% | 357,810 | $5.17M | $14.45 | |
| 77 | DT | DYNATRACE INC | 0.01% | Reduce -14.7% | 92,273 | $5.05M | $54.69 | |
| 78 | RH | RH | 0.01% | Reduce -9.0% | 16,745 | $4.88M | $291.48 | |
| 79 | DOCS | DOXIMITY INC | 0.01% | Reduce -19.6% | 172,888 | $4.85M | $28.04 | |
| 80 | APPF | APPFOLIO INC | 0.01% | Reduce -21.9% | 27,075 | $4.69M | No quote | No quote |
| 81 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.01% | Reduce -25.4% | 42,083 | $4.38M | $104.00 | |
| 82 | SITM | SITIME CORP | 0.01% | Add +0.4% | 34,628 | $4.23M | $122.08 | |
| 83 | MORN | MORNINGSTAR INC | 0.01% | Reduce -2.0% | 13,785 | $3.95M | $286.24 | |
| 84 | FND | FLOOR & DECOR HLDGS INC | 0.01% | Reduce -26.5% | 31,263 | $3.49M | $111.56 | |
| 85 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.01% | Reduce -9.1% | 21,333 | $3.47M | $162.50 | |
| 86 | AMN | AMN HEALTHCARE SVCS INC | 0.01% | Add +39.2% | 45,416 | $3.4M | $74.88 | |
| 87 | PAYC | PAYCOM SOFTWARE INC | 0.01% | Reduce -5.4% | 16,397 | $3.39M | $206.72 | |
| 88 | XPEL | XPEL INC | 0.01% | Reduce -7.5% | 57,064 | $3.07M | No quote | No quote |
| 89 | ETSY | ETSY INC | 0.01% | Add +83.3% | 34,322 | $2.78M | $81.05 | |
| 90 | EXLS | EXLSERVICE HOLDINGS INC | 0.01% | Reduce -8.7% | 88,650 | $2.73M | No quote | No quote |
| 91 | VUG | VANGUARD INDEX FDS | 0.01% | Add +21.3% | 8,412 | $2.61M | $310.86 | |
| 92 | VONG | VANGUARD SCOTTSDALE FDS | 0.01% | New | 33,266 | $2.6M | $78.02 | |
| 93 | TYL | TYLER TECHNOLOGIES INC | 0.01% | Reduce -50.5% | 6,166 | $2.58M | $418.12 | |
| 94 | MPWR | MONOLITHIC PWR SYS INC | 0.01% | Add +62.2% | 4,038 | $2.55M | $630.78 | |
| 95 | AZPN | ASPEN TECHNOLOGY INC | 0.01% | Add +47.7% | 11,117 | $2.45M | No quote | No quote |
| 96 | TREX | TREX CO INC | 0.01% | Reduce -8.8% | 26,873 | $2.22M | $82.79 | |
| 97 | BWMN | BOWMAN CONSULTING GROUP LTD | 0.00% | New | 56,575 | $2.01M | No quote | No quote |
| 98 | MODG | TOPGOLF CALLAWAY BRANDS CORP | 0.00% | New | 130,662 | $1.87M | No quote | No quote |
| 99 | TECH | BIO-TECHNE CORP | 0.00% | New | 22,383 | $1.73M | $77.16 | |
| 100 | CRL | CHARLES RIV LABS INTL INC | 0.00% | Add +26.4% | 6,328 | $1.5M | $236.40 | |
| 101 | SKIL | SKILLSOFT CORP | 0.00% | New | 78,190 | $1.37M | No quote | No quote |
| 102 | POOL | POOL CORP | 0.00% | New | 3,395 | $1.35M | $398.71 | |
| 103 | TPLC | TIMOTHY PLAN | 0.00% | Reduce -5.5% | 15,147 | $578.79K | No quote | No quote |
| 104 | TPIF | TIMOTHY PLAN | 0.00% | Add +7.3% | 15,875 | $419.83K | No quote | No quote |
| 105 | CATH | GLOBAL X FDS | 0.00% | Reduce -22.0% | 5,388 | $350.53K | $65.06 | |
| 106 | SPY | SPDR S&P 500 ETF TR | 0.00% | New | 662 | $314.64K | $475.28 | |
| 113 | TTD | THE TRADE DESK INC | - | Sold | 0 | $0 | No quote | No quote |
| 112 | SKIL | SKILLSOFT CORP | - | Sold | 0 | $0 | No quote | No quote |
| 111 | MKL | MARKEL GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 110 | EL | LAUDER ESTEE COS INC | - | Sold | 0 | $0 | No quote | No quote |
| 109 | FICO | FAIR ISAAC CORP | - | Sold | 0 | $0 | No quote | No quote |
| 108 | EVTC | EVERTEC INC | - | Sold | 0 | $0 | No quote | No quote |
| 107 | DOCU | DOCUSIGN 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 | 25,153,049 | $24.37M |