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 87 of 111 rows. Rows without a quote are marked unavailable.
| 1 | AMZN | AMAZON COM INC | 14.34% | Reduce -5.1% | 34,411,241 | $6.21B | $180.38 | |
| 2 | MSFT | MICROSOFT CORP | 9.39% | Reduce -2.9% | 9,665,372 | $4.07B | $420.72 | |
| 3 | GOOG | ALPHABET INC | 6.36% | Reduce -3.8% | 18,078,336 | $2.75B | $152.26 | |
| 4 | V | VISA INC | 5.41% | Add +15.1% | 8,392,490 | $2.34B | $279.08 | |
| 5 | NFLX | NETFLIX INC | 5.39% | Reduce -5.9% | 3,839,310 | $2.33B | $607.33 | |
| 6 | MA | MASTERCARD INCORPORATED | 4.97% | Reduce -3.8% | 4,469,582 | $2.15B | $481.57 | |
| 7 | CRM | SALESFORCE INC | 4.84% | Reduce -4.4% | 6,954,745 | $2.09B | $301.18 | |
| 8 | NOW | SERVICENOW INC | 4.69% | Reduce -29.9% | 2,662,881 | $2.03B | $762.40 | |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | 4.38% | Add +60.3% | 3,258,927 | $1.89B | $581.21 | |
| 10 | ABT | ABBOTT LABS | 4.24% | Add +19.7% | 16,141,237 | $1.83B | $113.66 | |
| 11 | ABNB | AIRBNB INC | 4.09% | Add +1.6% | 10,729,752 | $1.77B | $164.96 | |
| 12 | ACN | ACCENTURE PLC IRELAND | 3.71% | Reduce -3.6% | 4,628,987 | $1.6B | $346.61 | |
| 13 | ADBE | ADOBE INC | 3.31% | Reduce -31.7% | 2,836,122 | $1.43B | $504.60 | |
| 14 | ADSK | AUTODESK INC | 2.97% | Reduce -3.6% | 4,938,732 | $1.29B | $260.42 | |
| 15 | ZTS | ZOETIS INC | 2.74% | Add +40.9% | 7,005,114 | $1.19B | $169.21 | |
| 16 | UNH | UNITEDHEALTH GROUP INC | 2.74% | Reduce -1.7% | 2,393,781 | $1.18B | $494.70 | |
| 17 | WDAY | WORKDAY INC | 2.32% | Reduce -2.3% | 3,682,106 | $1B | $272.75 | |
| 18 | NVO | NOVO-NORDISK A S | 2.30% | Reduce -2.4% | 7,768,779 | $997.51M | $128.40 | |
| 19 | NKE | NIKE INC | 2.06% | Add +60.4% | 9,471,571 | $890.14M | $93.98 | |
| 20 | IT | GARTNER INC | 1.93% | Reduce -3.2% | 1,748,829 | $833.61M | $476.67 | |
| 21 | LLY | ELI LILLY & CO | 1.05% | Reduce -1.7% | 584,806 | $454.96M | $777.96 | |
| 22 | ALGN | ALIGN TECHNOLOGY INC | 0.92% | Reduce -4.1% | 1,216,069 | $398.77M | $327.92 | |
| 23 | ICLR | ICON PLC | 0.85% | Reduce -7.8% | 1,098,219 | $368.95M | $335.95 | |
| 24 | GOOGL | ALPHABET INC | 0.74% | Reduce -0.2% | 2,135,363 | $322.29M | $150.93 | |
| 25 | PAYC | PAYCOM SOFTWARE INC | 0.70% | Add +9171.7% | 1,520,282 | $302.55M | $199.01 | |
| 26 | AON | AON PLC | 0.64% | Add +1.3% | 830,116 | $277.03M | $333.72 | |
| 27 | SAP | SAP SE | 0.57% | Add +2.6% | 1,274,726 | $248.61M | $195.03 | |
| 28 | ADP | AUTOMATIC DATA PROCESSING IN | 0.29% | Reduce -0.1% | 502,060 | $125.51M | $249.99 | |
| 29 | GLOB | GLOBANT S A | 0.23% | Add +39.3% | 498,574 | $100.66M | $201.90 | |
| 30 | MDT | MEDTRONIC PLC | 0.21% | Add +8.3% | 1,065,609 | $92.87M | $87.15 | |
| 31 | MSCI | MSCI INC | 0.18% | Add +0.7% | 136,056 | $76.25M | $560.45 | |
| 32 | SHOP | SHOPIFY INC | 0.15% | Add +6.5% | 830,755 | $64.11M | $77.17 | |
| 33 | MELI | MERCADOLIBRE INC | 0.12% | Reduce -22.9% | 33,280 | $50.32M | $1511.98 | |
| 34 | ASML | ASML HOLDING N V | 0.11% | Add +7.0% | 51,109 | $49.6M | $970.47 | |
| 35 | HDB | HDFC BANK LTD | 0.09% | Add +26.1% | 710,550 | $39.77M | $55.97 | |
| 36 | TME | TENCENT MUSIC ENTMT GROUP | 0.07% | Add +2.6% | 2,662,781 | $29.8M | $11.19 | |
| 37 | IWF | ISHARES TR | 0.06% | Reduce -81.8% | 75,786 | $25.54M | $337.05 | |
| 38 | UL | UNILEVER PLC | 0.06% | Add +7.0% | 500,827 | $25.14M | $50.19 | |
| 39 | BIL | SPDR SER TR | 0.05% | Reduce -58.8% | 249,900 | $22.94M | $91.80 | |
| 40 | DLO | DLOCAL LTD | 0.04% | Add +6.5% | 1,279,920 | $18.81M | $14.70 | |
| 41 | PGNY | PROGYNY INC | 0.03% | Add +11.0% | 377,944 | $14.42M | $38.15 | |
| 42 | ALIT | ALIGHT INC | 0.03% | Reduce -15.9% | 1,287,304 | $12.68M | No quote | No quote |
| 43 | YUMC | YUM CHINA HLDGS INC | 0.03% | Add +13.2% | 307,085 | $12.22M | $39.79 | |
| 44 | LVS | LAS VEGAS SANDS CORP | 0.03% | Reduce -0.3% | 231,956 | $11.99M | $51.70 | |
| 45 | HLI | HOULIHAN LOKEY INC | 0.03% | Reduce -29.3% | 90,022 | $11.54M | $128.19 | |
| 46 | RVLV | REVOLVE GROUP INC | 0.03% | Add +27.0% | 520,467 | $11.02M | $21.17 | |
| 47 | HLNE | HAMILTON LANE INC | 0.02% | Reduce -3.6% | 91,919 | $10.36M | No quote | No quote |
| 48 | EXLS | EXLSERVICE HOLDINGS INC | 0.02% | Add +250.2% | 310,415 | $9.87M | No quote | No quote |
| 49 | EPAM | EPAM SYS INC | 0.02% | Reduce -2.0% | 35,705 | $9.86M | No quote | No quote |
| 50 | CWAN | CLEARWATER ANALYTICS HLDGS I | 0.02% | Add +87.9% | 546,482 | $9.67M | $17.69 | |
| 51 | GNRC | GENERAC HLDGS INC | 0.02% | Add +60.6% | 74,074 | $9.34M | $126.14 | |
| 52 | CNM | CORE & MAIN INC | 0.02% | Reduce -14.5% | 160,014 | $9.16M | No quote | No quote |
| 53 | ALRM | ALARM COM HLDGS INC | 0.02% | Reduce -2.7% | 125,424 | $9.09M | $72.47 | |
| 54 | GSHD | GOOSEHEAD INS INC | 0.02% | Reduce -13.1% | 132,002 | $8.79M | $66.62 | |
| 55 | EEFT | EURONET WORLDWIDE INC | 0.02% | Reduce -2.6% | 75,985 | $8.35M | $109.93 | |
| 56 | BL | BLACKLINE INC | 0.02% | Reduce -2.0% | 108,764 | $7.02M | $64.58 | |
| 57 | MEDP | MEDPACE HLDGS INC | 0.02% | Add +0.5% | 16,959 | $6.85M | $404.15 | |
| 58 | CCCS | CCC INTELLIGENT SOLUTIONS HL | 0.02% | Reduce -2.2% | 564,831 | $6.76M | No quote | No quote |
| 59 | APPF | APPFOLIO INC | 0.02% | Reduce -2.3% | 26,454 | $6.53M | No quote | No quote |
| 60 | WRBY | WARBY PARKER INC | 0.02% | Reduce -2.1% | 479,507 | $6.53M | $13.61 | |
| 61 | FSV | FIRSTSERVICE CORP NEW | 0.01% | Reduce -2.1% | 35,863 | $5.95M | $165.80 | |
| 62 | SITM | SITIME CORP | 0.01% | Add +77.8% | 61,563 | $5.74M | $93.23 | |
| 63 | RH | RH | 0.01% | Reduce -2.5% | 16,318 | $5.68M | $348.25 | |
| 64 | YETI | YETI HLDGS INC | 0.01% | Reduce -16.1% | 137,974 | $5.32M | $38.55 | |
| 65 | QLYS | QUALYS INC | 0.01% | Reduce -3.2% | 30,635 | $5.11M | $166.87 | |
| 66 | WING | WINGSTOP INC | 0.01% | Reduce -61.5% | 13,617 | $4.99M | $366.39 | |
| 67 | FOXF | FOX FACTORY HLDG CORP | 0.01% | Reduce -1.7% | 94,073 | $4.9M | No quote | No quote |
| 68 | DOCS | DOXIMITY INC | 0.01% | Reduce -3.5% | 166,789 | $4.49M | $26.91 | |
| 69 | KB | KB FINL GROUP INC | 0.01% | New | 81,167 | $4.23M | $52.07 | |
| 70 | FIVE | FIVE BELOW INC | 0.01% | Reduce -25.7% | 22,630 | $4.1M | $181.38 | |
| 71 | AMN | AMN HEALTHCARE SVCS INC | 0.01% | Add +29.4% | 58,749 | $3.67M | $62.51 | |
| 72 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.01% | Reduce -2.3% | 20,842 | $3.64M | $174.55 | |
| 73 | DT | DYNATRACE INC | 0.01% | Reduce -20.0% | 73,856 | $3.43M | $46.44 | |
| 74 | PYPL | PAYPAL HLDGS INC | 0.01% | Reduce -99.8% | 49,478 | $3.31M | $66.99 | |
| 75 | VONG | VANGUARD SCOTTSDALE FDS | 0.01% | - | 33,266 | $2.88M | $86.67 | |
| 76 | MORN | MORNINGSTAR INC | 0.01% | Reduce -32.3% | 9,331 | $2.88M | $308.37 | |
| 77 | LGIH | LGI HOMES INC | 0.01% | Reduce -3.3% | 24,413 | $2.84M | No quote | No quote |
| 78 | XPEL | XPEL INC | 0.01% | Reduce -11.5% | 50,490 | $2.73M | No quote | No quote |
| 79 | DAVA | ENDAVA PLC | 0.01% | Add +5.8% | 70,331 | $2.68M | No quote | No quote |
| 80 | MPWR | MONOLITHIC PWR SYS INC | 0.01% | Reduce -3.6% | 3,892 | $2.64M | $677.42 | |
| 81 | ETSY | ETSY INC | 0.01% | Add +11.4% | 38,239 | $2.63M | $68.72 | |
| 82 | TECH | BIO-TECHNE CORP | 0.01% | Add +65.4% | 37,024 | $2.61M | $70.39 | |
| 83 | AZPN | ASPEN TECHNOLOGY INC | 0.01% | Add +2.6% | 11,408 | $2.43M | No quote | No quote |
| 84 | HELE | HELEN OF TROY LTD | 0.01% | Reduce -2.3% | 19,642 | $2.26M | $115.24 | |
| 85 | MODG | TOPGOLF CALLAWAY BRANDS CORP | 0.00% | Reduce -1.4% | 128,762 | $2.08M | No quote | No quote |
| 86 | FND | FLOOR & DECOR HLDGS INC | 0.00% | Reduce -49.9% | 15,655 | $2.03M | $129.62 | |
| 87 | BWMN | BOWMAN CONSULTING GROUP LTD | 0.00% | Reduce -1.3% | 55,838 | $1.94M | No quote | No quote |
| 88 | ACWI | ISHARES TR | 0.00% | Reduce -82.9% | 17,409 | $1.92M | $110.13 | |
| 89 | MKTX | MARKETAXESS HLDGS INC | 0.00% | Add +83.0% | 8,165 | $1.79M | $219.25 | |
| 90 | ACWX | ISHARES TR | 0.00% | Reduce -80.0% | 33,154 | $1.77M | $53.39 | |
| 91 | CRL | CHARLES RIV LABS INTL INC | 0.00% | Reduce -4.2% | 6,060 | $1.64M | $270.95 | |
| 92 | CPA | COPA HOLDINGS SA | 0.00% | New | 13,973 | $1.46M | $104.16 | |
| 93 | TYL | TYLER TECHNOLOGIES INC | 0.00% | Reduce -46.5% | 3,299 | $1.4M | $425.01 | |
| 94 | POOL | POOL CORP | 0.00% | Reduce -2.9% | 3,296 | $1.33M | $403.50 | |
| 95 | BMBL | BUMBLE INC | 0.00% | Reduce -80.9% | 98,635 | $1.12M | No quote | No quote |
| 96 | IWM | ISHARES TR | 0.00% | Add +184.1% | 5,040 | $1.06M | $210.31 | |
| 97 | TREX | TREX CO INC | 0.00% | Reduce -60.7% | 10,566 | $1.05M | $99.75 | |
| 98 | CATH | GLOBAL X FDS | 0.00% | Add +191.2% | 15,688 | $998.38K | $63.64 | |
| 99 | SKIL | SKILLSOFT CORP | 0.00% | - | 78,190 | $703.71K | No quote | No quote |
| 100 | FCX | FREEPORT-MCMORAN INC | 0.00% | New | 10,410 | $489.48K | $47.02 | |
| 101 | NTES | NETEASE INC | 0.00% | New | 4,000 | $413.88K | $103.47 | |
| 102 | SGOV | ISHARES TR | 0.00% | Reduce -30.6% | 3,475 | $349.97K | $100.71 | |
| 103 | KARO | KAROOOOO LTD | 0.00% | - | 9,250 | $231.81K | $25.06 | |
| 110 | VUG | VANGUARD INDEX FDS | - | Sold | 0 | $0 | No quote | No quote |
| 109 | TPLC | TIMOTHY PLAN | - | Sold | 0 | $0 | No quote | No quote |
| 108 | TPIF | TIMOTHY PLAN | - | Sold | 0 | $0 | No quote | No quote |
| 107 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | - | Sold | 0 | $0 | No quote | No quote |
| 106 | SPY | SPDR S&P 500 ETF TR | - | Sold | 0 | $0 | No quote | No quote |
| 105 | ILMN | ILLUMINA INC | - | Sold | 0 | $0 | No quote | No quote |
| 104 | ATHM | AUTOHOME 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 | 23,813,049 | $23.63M |