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.
Get email alerts when Polen Capital Management files a new 13F — sign in or create a free account.
Updated 2026-05-10 from SEC 13F data.
Live quotes available for 96 of 116 rows. Rows without a quote are marked unavailable.
| 1 | AMZN | AMAZON COM INC | 14.36% | Reduce -13.9% | 29,623,890 | $5.72B | $193.25 | |
| 2 | MSFT | MICROSOFT CORP | 10.08% | Reduce -7.0% | 8,985,549 | $4.02B | $446.95 | |
| 3 | GOOG | ALPHABET INC | 7.68% | Reduce -7.7% | 16,682,933 | $3.06B | $183.42 | |
| 4 | V | VISA INC | 5.27% | Reduce -4.7% | 7,997,622 | $2.1B | $262.47 | |
| 5 | NOW | SERVICENOW INC | 4.90% | Reduce -6.8% | 2,482,798 | $1.95B | $786.67 | |
| 6 | MA | MASTERCARD INCORPORATED | 4.69% | Reduce -5.1% | 4,239,995 | $1.87B | $441.16 | |
| 7 | CRM | SALESFORCE INC | 4.33% | Reduce -3.5% | 6,714,688 | $1.73B | $257.10 | |
| 8 | TMO | THERMO FISHER SCIENTIFIC INC | 4.30% | Reduce -4.8% | 3,102,010 | $1.72B | $553.00 | |
| 9 | ABT | ABBOTT LABS | 3.99% | Reduce -5.2% | 15,305,822 | $1.59B | $103.91 | |
| 10 | ABNB | AIRBNB INC | 3.87% | Reduce -5.2% | 10,173,464 | $1.54B | $151.63 | |
| 11 | ADBE | ADOBE INC | 3.71% | Reduce -6.0% | 2,665,186 | $1.48B | $555.54 | |
| 12 | NFLX | NETFLIX INC | 3.59% | Reduce -44.8% | 2,119,328 | $1.43B | $674.88 | |
| 13 | ACN | ACCENTURE PLC IRELAND | 3.30% | Reduce -6.4% | 4,333,582 | $1.31B | $303.41 | |
| 14 | ZTS | ZOETIS INC | 3.06% | Add +0.6% | 7,046,051 | $1.22B | $173.36 | |
| 15 | UNH | UNITEDHEALTH GROUP INC | 2.87% | Reduce -6.0% | 2,249,052 | $1.15B | $509.26 | |
| 16 | NVO | NOVO-NORDISK A S | 2.67% | Reduce -4.1% | 7,447,972 | $1.06B | $142.74 | |
| 17 | SHOP | SHOPIFY INC | 2.44% | Add +1672.2% | 14,722,354 | $972.41M | $66.05 | |
| 18 | MSCI | MSCI INC | 2.00% | Add +1113.1% | 1,650,450 | $795.1M | $481.75 | |
| 19 | WDAY | WORKDAY INC | 1.92% | Reduce -6.9% | 3,428,901 | $766.57M | $223.56 | |
| 20 | IT | GARTNER INC | 1.86% | Reduce -5.6% | 1,650,791 | $741.3M | $449.06 | |
| 21 | NKE | NIKE INC | 1.70% | Reduce -5.3% | 8,967,481 | $675.88M | $75.37 | |
| 22 | LLY | ELI LILLY & CO | 1.24% | Reduce -6.5% | 547,065 | $495.3M | $905.38 | |
| 23 | GOOGL | ALPHABET INC | 0.96% | Reduce -1.9% | 2,094,374 | $381.49M | $182.15 | |
| 24 | ICLR | ICON PLC | 0.85% | Reduce -1.2% | 1,085,062 | $340.13M | $313.47 | |
| 25 | PAYC | PAYCOM SOFTWARE INC | 0.80% | Add +47.1% | 2,236,125 | $319.86M | $143.04 | |
| 26 | SAP | SAP SE | 0.63% | Reduce -1.6% | 1,254,529 | $253.05M | $201.71 | |
| 27 | AON | AON PLC | 0.61% | Reduce -1.0% | 822,041 | $241.33M | $293.58 | |
| 28 | ADP | AUTOMATIC DATA PROCESSING IN | 0.29% | Reduce -2.0% | 491,947 | $117.42M | $238.69 | |
| 29 | IWF | ISHARES TR | 0.27% | Add +292.9% | 297,803 | $108.55M | $364.51 | |
| 30 | GLOB | GLOBANT S A | 0.21% | Reduce -4.3% | 477,338 | $85.09M | $178.26 | |
| 31 | MDT | MEDTRONIC PLC | 0.21% | Reduce -1.5% | 1,049,969 | $82.64M | $78.71 | |
| 32 | HDB | HDFC BANK LTD | 0.14% | Add +20.1% | 853,428 | $54.9M | $64.33 | |
| 33 | ASML | ASML HOLDING N V | 0.13% | Reduce -0.1% | 51,068 | $52.23M | $1022.74 | |
| 34 | MELI | MERCADOLIBRE INC | 0.13% | Reduce -6.7% | 31,040 | $51.01M | $1643.39 | |
| 35 | UL | UNILEVER PLC | 0.07% | Reduce -0.0% | 500,714 | $27.53M | $54.99 | |
| 36 | TME | TENCENT MUSIC ENTMT GROUP | 0.05% | Reduce -43.5% | 1,504,807 | $21.14M | $14.05 | |
| 37 | ACWI | ISHARES TR | 0.05% | Add +909.2% | 175,686 | $19.75M | $112.40 | |
| 38 | HLI | HOULIHAN LOKEY INC | 0.03% | Reduce -8.5% | 82,376 | $11.11M | $134.86 | |
| 39 | CWAN | CLEARWATER ANALYTICS HLDGS I | 0.03% | Add +4.6% | 571,837 | $10.59M | $18.52 | |
| 40 | ADSK | AUTODESK INC | 0.03% | Reduce -99.2% | 42,117 | $10.42M | $247.45 | |
| 41 | EXLS | EXLSERVICE HOLDINGS INC | 0.03% | Add +5.4% | 327,095 | $10.26M | No quote | No quote |
| 42 | PGNY | PROGYNY INC | 0.03% | Reduce -7.8% | 348,292 | $9.96M | $28.61 | |
| 43 | HLNE | HAMILTON LANE INC | 0.02% | Reduce -14.9% | 78,225 | $9.67M | No quote | No quote |
| 44 | CCCS | CCC INTELLIGENT SOLUTIONS HL | 0.02% | Add +51.2% | 854,191 | $9.49M | No quote | No quote |
| 45 | GNRC | GENERAC HLDGS INC | 0.02% | Reduce -4.2% | 70,988 | $9.39M | $132.22 | |
| 46 | LVS | LAS VEGAS SANDS CORP | 0.02% | Reduce -15.3% | 196,374 | $8.69M | $44.25 | |
| 47 | BIL | SPDR SER TR | 0.02% | Reduce -63.2% | 91,892 | $8.43M | $91.78 | |
| 48 | RVLV | REVOLVE GROUP INC | 0.02% | Reduce -1.6% | 511,992 | $8.15M | $15.91 | |
| 49 | ALRM | ALARM COM HLDGS INC | 0.02% | Add +2.2% | 128,165 | $8.14M | $63.54 | |
| 50 | CNM | CORE & MAIN INC | 0.02% | Reduce -0.6% | 158,999 | $7.78M | No quote | No quote |
| 51 | DLO | DLOCAL LTD | 0.02% | Reduce -25.5% | 953,716 | $7.72M | $8.09 | |
| 52 | WRBY | WARBY PARKER INC | 0.02% | Reduce -3.3% | 463,853 | $7.45M | $16.06 | |
| 53 | ALIT | ALIGHT INC | 0.02% | Reduce -21.6% | 1,008,705 | $7.44M | No quote | No quote |
| 54 | GSHD | GOOSEHEAD INS INC | 0.02% | Reduce -2.2% | 129,053 | $7.41M | $57.44 | |
| 55 | PDD | PDD HOLDINGS INC | 0.02% | New | 54,875 | $7.3M | $132.95 | |
| 56 | MEDP | MEDPACE HLDGS INC | 0.02% | Add +2.3% | 17,341 | $7.14M | $411.85 | |
| 57 | EEFT | EURONET WORLDWIDE INC | 0.02% | Reduce -14.8% | 64,711 | $6.7M | $103.50 | |
| 58 | YUMC | YUM CHINA HLDGS INC | 0.02% | Reduce -34.4% | 201,365 | $6.21M | $30.84 | |
| 59 | SITM | SITIME CORP | 0.01% | Reduce -25.2% | 46,054 | $5.73M | $124.38 | |
| 60 | BL | BLACKLINE INC | 0.01% | Reduce -4.4% | 104,007 | $5.04M | $48.45 | |
| 61 | EPAM | EPAM SYS INC | 0.01% | Reduce -27.8% | 25,775 | $4.85M | No quote | No quote |
| 62 | ALGN | ALIGN TECHNOLOGY INC | 0.01% | Reduce -98.3% | 20,006 | $4.83M | $241.43 | |
| 63 | YETI | YETI HLDGS INC | 0.01% | Reduce -12.6% | 120,632 | $4.6M | $38.15 | |
| 64 | FSV | FIRSTSERVICE CORP NEW | 0.01% | Reduce -16.9% | 29,787 | $4.54M | $152.37 | |
| 65 | KB | KB FINL GROUP INC | 0.01% | Reduce -3.6% | 78,267 | $4.43M | $56.61 | |
| 66 | APPF | APPFOLIO INC | 0.01% | Reduce -32.5% | 17,855 | $4.37M | No quote | No quote |
| 67 | OPCH | OPTION CARE HEALTH INC | 0.01% | New | 153,541 | $4.25M | $27.70 | |
| 68 | FOXF | FOX FACTORY HLDG CORP | 0.01% | Reduce -14.4% | 80,541 | $3.88M | No quote | No quote |
| 69 | CATH | GLOBAL X FDS | 0.01% | Add +255.7% | 55,803 | $3.65M | $65.40 | |
| 70 | QLYS | QUALYS INC | 0.01% | Reduce -16.5% | 25,568 | $3.65M | $142.60 | |
| 71 | VONG | VANGUARD SCOTTSDALE FDS | 0.01% | Add +3.8% | 34,536 | $3.24M | $93.81 | |
| 72 | AMN | AMN HEALTHCARE SVCS INC | 0.01% | Add +5.2% | 61,781 | $3.17M | $51.23 | |
| 73 | AAON | AAON INC | 0.01% | New | 34,884 | $3.04M | $87.24 | |
| 74 | DOCS | DOXIMITY INC | 0.01% | Reduce -36.8% | 105,500 | $2.95M | $27.97 | |
| 75 | IBP | INSTALLED BLDG PRODS INC | 0.01% | New | 13,093 | $2.69M | $205.69 | |
| 76 | TECH | BIO-TECHNE CORP | 0.01% | Reduce -4.2% | 35,457 | $2.54M | $71.65 | |
| 77 | MORN | MORNINGSTAR INC | 0.01% | Reduce -13.6% | 8,064 | $2.39M | $295.85 | |
| 78 | MODG | TOPGOLF CALLAWAY BRANDS CORP | 0.01% | Add +18.9% | 153,111 | $2.34M | No quote | No quote |
| 79 | DT | DYNATRACE INC | 0.01% | Reduce -30.8% | 51,083 | $2.29M | $44.74 | |
| 80 | FIVE | FIVE BELOW INC | 0.01% | Reduce -8.2% | 20,784 | $2.26M | $108.97 | |
| 81 | ACWX | ISHARES TR | 0.01% | Add +18.8% | 39,371 | $2.09M | $53.13 | |
| 82 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.01% | Reduce -17.9% | 17,111 | $2.08M | $121.41 | |
| 83 | RH | RH | 0.01% | Reduce -49.2% | 8,283 | $2.02M | $244.45 | |
| 84 | MPWR | MONOLITHIC PWR SYS INC | 0.01% | Reduce -37.3% | 2,442 | $2.01M | $821.68 | |
| 85 | IWM | ISHARES TR | 0.01% | Add +96.2% | 9,888 | $2.01M | $202.89 | |
| 86 | AZPN | ASPEN TECHNOLOGY INC | 0.00% | Reduce -13.6% | 9,853 | $1.96M | No quote | No quote |
| 87 | ETSY | ETSY INC | 0.00% | Reduce -13.9% | 32,925 | $1.94M | $58.98 | |
| 88 | RGEN | REPLIGEN CORP | 0.00% | New | 14,572 | $1.84M | $126.06 | |
| 89 | LGIH | LGI HOMES INC | 0.00% | Reduce -17.6% | 20,103 | $1.8M | No quote | No quote |
| 90 | MKTX | MARKETAXESS HLDGS INC | 0.00% | Reduce -1.0% | 8,084 | $1.62M | $200.53 | |
| 91 | TYL | TYLER TECHNOLOGIES INC | 0.00% | Reduce -5.7% | 3,110 | $1.56M | $502.78 | |
| 92 | AIT | APPLIED INDL TECHNOLOGIES IN | 0.00% | New | 7,595 | $1.47M | $194.01 | |
| 93 | BWMN | BOWMAN CONSULTING GROUP LTD | 0.00% | Reduce -17.4% | 46,145 | $1.47M | No quote | No quote |
| 94 | ROAD | CONSTRUCTION PARTNERS INC | 0.00% | New | 25,574 | $1.41M | $55.21 | |
| 95 | OLLI | OLLIES BARGAIN OUTLET HLDGS | 0.00% | New | 12,800 | $1.26M | $98.17 | |
| 96 | KSPI | KASPI KZ JSC | 0.00% | New | 9,686 | $1.25M | $129.01 | |
| 97 | CRL | CHARLES RIV LABS INTL INC | 0.00% | Reduce -5.7% | 5,715 | $1.18M | $206.58 | |
| 98 | POOL | POOL CORP | 0.00% | Add +5.7% | 3,485 | $1.07M | $307.33 | |
| 99 | CPA | COPA HOLDINGS SA | 0.00% | Reduce -20.1% | 11,168 | $1.06M | $95.18 | |
| 100 | SGOV | ISHARES TR | 0.00% | Add +197.4% | 10,334 | $1.04M | $100.71 | |
| 101 | SKIL | SKILLSOFT CORP | 0.00% | Reduce -6.5% | 73,112 | $1.01M | No quote | No quote |
| 102 | KNSL | KINSALE CAP GROUP INC | 0.00% | New | 2,315 | $891.92K | $385.28 | |
| 103 | FND | FLOOR & DECOR HLDGS INC | 0.00% | Reduce -51.2% | 7,635 | $759K | $99.41 | |
| 104 | PYPL | PAYPAL HLDGS INC | 0.00% | Reduce -74.2% | 12,770 | $741.06K | $58.03 | |
| 105 | TTEK | TETRA TECH INC NEW | 0.00% | New | 3,309 | $676.62K | $204.48 | |
| 106 | DAVA | ENDAVA PLC | 0.00% | Reduce -73.1% | 18,930 | $553.52K | No quote | No quote |
| 107 | FCX | FREEPORT-MCMORAN INC | 0.00% | Add +0.1% | 10,419 | $506.36K | $48.60 | |
| 108 | META | META PLATFORMS INC | 0.00% | New | 808 | $407.33K | $504.12 | |
| 109 | TREX | TREX CO INC | 0.00% | Reduce -49.1% | 5,379 | $398.69K | $74.12 | |
| 110 | NTES | NETEASE INC | 0.00% | - | 4,000 | $382.32K | $95.58 | |
| 115 | XPEL | XPEL INC | - | Sold | 0 | $0 | No quote | No quote |
| 114 | WING | WINGSTOP INC | - | Sold | 0 | $0 | No quote | No quote |
| 113 | KARO | KAROOOOO LTD | - | Sold | 0 | $0 | No quote | No quote |
| 112 | HELE | HELEN OF TROY LTD | - | Sold | 0 | $0 | No quote | No quote |
| 111 | BMBL | BUMBLE 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 |