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 101 of 127 rows. Rows without a quote are marked unavailable.
| 1 | AMZN | AMAZON COM INC | 12.38% | Reduce -13.1% | 25,744,857 | $4.8B | $186.33 | |
| 2 | MSFT | MICROSOFT CORP | 7.79% | Reduce -22.0% | 7,012,465 | $3.02B | $430.30 | |
| 3 | GOOG | ALPHABET INC | 5.53% | Reduce -23.1% | 12,821,010 | $2.14B | $167.19 | |
| 4 | V | VISA INC | 5.15% | Reduce -9.3% | 7,257,741 | $2B | $274.95 | |
| 5 | NOW | SERVICENOW INC | 5.13% | Reduce -10.4% | 2,223,744 | $1.99B | $894.39 | |
| 6 | MA | MASTERCARD INCORPORATED | 4.89% | Reduce -9.6% | 3,833,355 | $1.89B | $493.80 | |
| 7 | TMO | THERMO FISHER SCIENTIFIC INC | 4.48% | Reduce -9.5% | 2,806,786 | $1.74B | $618.57 | |
| 8 | ADBE | ADOBE INC | 4.43% | Add +24.3% | 3,311,628 | $1.71B | $517.78 | |
| 9 | ABT | ABBOTT LABS | 4.10% | Reduce -8.9% | 13,937,610 | $1.59B | $114.01 | |
| 10 | AAPL | APPLE INC | 4.05% | New | 6,736,143 | $1.57B | $233.00 | |
| 11 | SHOP | SHOPIFY INC | 3.92% | Add +28.8% | 18,967,838 | $1.52B | $80.14 | |
| 12 | ORCL | ORACLE CORP | 3.86% | New | 8,767,967 | $1.49B | $170.40 | |
| 13 | ACN | ACCENTURE PLC IRELAND | 3.56% | Reduce -10.0% | 3,902,146 | $1.38B | $353.48 | |
| 14 | NFLX | NETFLIX INC | 3.49% | Reduce -10.0% | 1,907,867 | $1.35B | $709.27 | |
| 15 | MSCI | MSCI INC | 3.35% | Add +35.0% | 2,228,293 | $1.3B | $582.93 | |
| 16 | ZTS | ZOETIS INC | 3.21% | Reduce -9.6% | 6,366,653 | $1.24B | $195.38 | |
| 17 | WDAY | WORKDAY INC | 3.03% | Add +40.1% | 4,802,526 | $1.17B | $244.41 | |
| 18 | UNH | UNITEDHEALTH GROUP INC | 3.01% | Reduce -11.2% | 1,996,422 | $1.17B | $584.68 | |
| 19 | ABNB | AIRBNB INC | 3.01% | Reduce -9.7% | 9,182,584 | $1.16B | $126.81 | |
| 20 | NVO | NOVO-NORDISK A S | 2.11% | Reduce -8.0% | 6,854,659 | $816.18M | $119.07 | |
| 21 | IT | GARTNER INC | 1.92% | Reduce -11.0% | 1,469,390 | $744.63M | $506.76 | |
| 22 | PAYC | PAYCOM SOFTWARE INC | 1.51% | Add +57.0% | 3,510,896 | $584.81M | $166.57 | |
| 23 | LLY | ELI LILLY & CO | 1.12% | Reduce -10.4% | 489,955 | $434.07M | $885.94 | |
| 24 | ICLR | ICON PLC | 0.78% | Reduce -2.9% | 1,053,770 | $302.76M | $287.31 | |
| 25 | AON | AON PLC | 0.70% | Reduce -4.9% | 781,489 | $270.39M | $345.99 | |
| 26 | SAP | SAP SE | 0.63% | Reduce -15.2% | 1,064,415 | $243.86M | $229.10 | |
| 27 | GOOGL | ALPHABET INC | 0.55% | Reduce -39.1% | 1,274,326 | $211.35M | $165.85 | |
| 28 | GLOB | GLOBANT S A | 0.32% | Add +32.6% | 632,979 | $125.42M | $198.14 | |
| 29 | MDT | MEDTRONIC PLC | 0.24% | Reduce -2.6% | 1,023,029 | $92.1M | $90.03 | |
| 30 | MELI | MERCADOLIBRE INC | 0.21% | Add +25.7% | 39,015 | $80.06M | $2051.97 | |
| 31 | IWF | ISHARES TR | 0.16% | Reduce -45.5% | 162,206 | $60.89M | $375.38 | |
| 32 | ASML | ASML HOLDING N V | 0.14% | Add +31.8% | 67,283 | $56.06M | $833.24 | |
| 33 | ADP | AUTOMATIC DATA PROCESSING IN | 0.14% | Reduce -59.7% | 198,152 | $54.83M | $276.73 | |
| 34 | HDB | HDFC BANK LTD | 0.14% | Reduce -1.7% | 839,039 | $52.49M | $62.56 | |
| 35 | TME | TENCENT MUSIC ENTMT GROUP | 0.05% | Add +2.3% | 1,539,938 | $18.56M | $12.05 | |
| 36 | UL | UNILEVER PLC | 0.04% | Reduce -48.5% | 257,804 | $16.75M | $64.96 | |
| 37 | ONON | ON HLDG AG | 0.04% | New | 295,518 | $14.82M | $50.15 | |
| 38 | PDD | PDD HOLDINGS INC | 0.03% | Add +71.4% | 94,050 | $12.68M | $134.81 | |
| 39 | EXLS | EXLSERVICE HOLDINGS INC | 0.03% | Reduce -0.4% | 325,845 | $12.43M | No quote | No quote |
| 40 | ACWI | ISHARES TR | 0.03% | Reduce -48.1% | 91,122 | $10.89M | $119.55 | |
| 41 | HLI | HOULIHAN LOKEY INC | 0.03% | Reduce -17.1% | 68,311 | $10.79M | $158.02 | |
| 42 | LVS | LAS VEGAS SANDS CORP | 0.03% | Add +3.3% | 202,934 | $10.22M | $50.34 | |
| 43 | RVLV | REVOLVE GROUP INC | 0.03% | Reduce -21.3% | 402,820 | $9.98M | $24.78 | |
| 44 | CRM | SALESFORCE INC | 0.03% | Reduce -99.5% | 35,710 | $9.77M | $273.71 | |
| 45 | YUMC | YUM CHINA HLDGS INC | 0.02% | Add +4.7% | 210,855 | $9.49M | $45.02 | |
| 46 | GSHD | GOOSEHEAD INS INC | 0.02% | Reduce -18.0% | 105,858 | $9.45M | $89.30 | |
| 47 | HLNE | HAMILTON LANE INC | 0.02% | Reduce -28.6% | 55,830 | $9.4M | No quote | No quote |
| 48 | GNRC | GENERAC HLDGS INC | 0.02% | Reduce -18.4% | 57,902 | $9.2M | $158.88 | |
| 49 | CCCS | CCC INTELLIGENT SOLUTIONS HL | 0.02% | Reduce -6.8% | 796,190 | $8.8M | No quote | No quote |
| 50 | CWAN | CLEARWATER ANALYTICS HLDGS I | 0.02% | Reduce -40.7% | 338,954 | $8.56M | $25.25 | |
| 51 | DLO | DLOCAL LTD | 0.02% | Add +3.5% | 987,283 | $7.9M | $8.00 | |
| 52 | ELF | E L F BEAUTY INC | 0.02% | New | 64,126 | $6.99M | No quote | No quote |
| 53 | WRBY | WARBY PARKER INC | 0.02% | Reduce -10.7% | 414,405 | $6.77M | $16.33 | |
| 54 | CNM | CORE & MAIN INC | 0.02% | Reduce -7.3% | 147,407 | $6.54M | No quote | No quote |
| 55 | ALRM | ALARM COM HLDGS INC | 0.02% | Reduce -7.7% | 118,324 | $6.47M | $54.67 | |
| 56 | IVV | ISHARES TR | 0.02% | New | 10,746 | $6.2M | $576.82 | |
| 57 | PGNY | PROGYNY INC | 0.02% | Add +4.0% | 362,120 | $6.07M | $16.76 | |
| 58 | EEFT | EURONET WORLDWIDE INC | 0.02% | Reduce -7.4% | 59,928 | $5.95M | $99.23 | |
| 59 | VUG | VANGUARD INDEX FDS | 0.01% | New | 13,814 | $5.3M | $383.93 | |
| 60 | RGEN | REPLIGEN CORP | 0.01% | Add +142.8% | 35,383 | $5.27M | $148.82 | |
| 61 | FSV | FIRSTSERVICE CORP NEW | 0.01% | Reduce -5.5% | 28,137 | $5.13M | $182.46 | |
| 62 | MEDP | MEDPACE HLDGS INC | 0.01% | Reduce -13.7% | 14,964 | $5M | $333.81 | |
| 63 | KB | KB FINL GROUP INC | 0.01% | - | 78,267 | $4.83M | $61.75 | |
| 64 | YETI | YETI HLDGS INC | 0.01% | Reduce -6.1% | 113,236 | $4.65M | $41.03 | |
| 65 | NSIT | INSIGHT ENTERPRISES INC | 0.01% | New | 21,357 | $4.6M | $215.39 | |
| 66 | OPCH | OPTION CARE HEALTH INC | 0.01% | Reduce -6.0% | 144,294 | $4.52M | $31.30 | |
| 67 | IBP | INSTALLED BLDG PRODS INC | 0.01% | Add +37.2% | 17,963 | $4.42M | $246.27 | |
| 68 | EPAM | EPAM SYS INC | 0.01% | Reduce -19.6% | 20,722 | $4.12M | No quote | No quote |
| 69 | PCTY | PAYLOCITY HLDG CORP | 0.01% | New | 23,332 | $3.85M | No quote | No quote |
| 70 | BL | BLACKLINE INC | 0.01% | Reduce -33.4% | 69,297 | $3.82M | $55.14 | |
| 71 | NVEE | NV5 GLOBAL INC | 0.01% | New | 40,808 | $3.81M | No quote | No quote |
| 72 | CATH | GLOBAL X FDS | 0.01% | Reduce -1.9% | 54,750 | $3.8M | $69.39 | |
| 73 | AIT | APPLIED INDL TECHNOLOGIES IN | 0.01% | Add +113.3% | 16,204 | $3.62M | $223.13 | |
| 74 | AAON | AAON INC | 0.01% | Reduce -5.6% | 32,928 | $3.55M | $107.84 | |
| 75 | IWM | ISHARES TR | 0.01% | Add +35.3% | 13,381 | $2.96M | $220.90 | |
| 76 | FOXF | FOX FACTORY HLDG CORP | 0.01% | Reduce -14.7% | 68,723 | $2.85M | No quote | No quote |
| 77 | QLYS | QUALYS INC | 0.01% | Reduce -19.8% | 20,504 | $2.63M | $128.46 | |
| 78 | ALGN | ALIGN TECHNOLOGY INC | 0.01% | Reduce -48.9% | 10,215 | $2.6M | $254.33 | |
| 79 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.01% | Reduce -4.8% | 16,293 | $2.46M | $150.91 | |
| 80 | ROAD | CONSTRUCTION PARTNERS INC | 0.01% | Add +37.2% | 35,094 | $2.45M | $69.80 | |
| 81 | RMBS | RAMBUS INC DEL | 0.01% | New | 56,150 | $2.37M | $42.22 | |
| 82 | LGIH | LGI HOMES INC | 0.01% | Reduce -3.4% | 19,430 | $2.3M | No quote | No quote |
| 83 | ACWX | ISHARES TR | 0.01% | Add +0.3% | 39,480 | $2.26M | $57.22 | |
| 84 | MKTX | MARKETAXESS HLDGS INC | 0.01% | Add +7.2% | 8,669 | $2.22M | $256.20 | |
| 85 | TECH | BIO-TECHNE CORP | 0.01% | Reduce -22.6% | 27,443 | $2.19M | $79.93 | |
| 86 | DT | DYNATRACE INC | 0.01% | Reduce -24.1% | 38,791 | $2.07M | $53.47 | |
| 87 | ADSK | AUTODESK INC | 0.01% | Reduce -82.8% | 7,239 | $1.99M | $275.48 | |
| 88 | MORN | MORNINGSTAR INC | 0.01% | Reduce -23.2% | 6,196 | $1.98M | $319.12 | |
| 89 | KNSL | KINSALE CAP GROUP INC | 0.01% | Add +80.6% | 4,181 | $1.95M | $465.57 | |
| 90 | AMN | AMN HEALTHCARE SVCS INC | 0.00% | Reduce -27.5% | 44,812 | $1.9M | $42.39 | |
| 91 | SGOV | ISHARES TR | 0.00% | Add +79.3% | 18,526 | $1.87M | $100.72 | |
| 92 | AZPN | ASPEN TECHNOLOGY INC | 0.00% | Reduce -24.1% | 7,483 | $1.79M | No quote | No quote |
| 93 | BLD | TOPBUILD CORP | 0.00% | New | 4,075 | $1.66M | No quote | No quote |
| 94 | BROS | DUTCH BROS INC | 0.00% | New | 44,241 | $1.42M | $32.03 | |
| 95 | TYL | TYLER TECHNOLOGIES INC | 0.00% | Reduce -22.9% | 2,397 | $1.4M | $583.72 | |
| 96 | POOL | POOL CORP | 0.00% | Add +5.4% | 3,672 | $1.38M | $376.80 | |
| 97 | ETSY | ETSY INC | 0.00% | Reduce -24.9% | 24,738 | $1.37M | $55.53 | |
| 98 | NKE | NIKE INC | 0.00% | Reduce -99.8% | 15,237 | $1.35M | $88.40 | |
| 99 | OLLI | OLLIES BARGAIN OUTLET HLDGS | 0.00% | Reduce -1.5% | 12,608 | $1.23M | $97.20 | |
| 100 | TTEK | TETRA TECH INC NEW | 0.00% | Add +39.8%5:1 split | 23,124 | $1.09M | $47.16 | |
| 101 | CRL | CHARLES RIV LABS INTL INC | 0.00% | Reduce -3.7% | 5,504 | $1.08M | $196.97 | |
| 102 | SPY | SPDR S&P 500 ETF TR | 0.00% | New | 1,863 | $1.07M | $573.89 | |
| 103 | MODG | TOPGOLF CALLAWAY BRANDS CORP | 0.00% | Reduce -37.3% | 95,972 | $1.05M | No quote | No quote |
| 104 | BWMN | BOWMAN CONSULTING GROUP LTD | 0.00% | Reduce -10.8% | 41,186 | $991.76K | No quote | No quote |
| 105 | USHY | ISHARES TR | 0.00% | New | 26,300 | $990.2K | No quote | No quote |
| 106 | CPA | COPA HOLDINGS SA | 0.00% | Reduce -13.8% | 9,628 | $903.49K | $93.84 | |
| 107 | FND | FLOOR & DECOR HLDGS INC | 0.00% | Reduce -4.8% | 7,266 | $902.22K | $124.17 | |
| 108 | KSPI | KASPI KZ JSC | 0.00% | Reduce -13.6% | 8,371 | $887.24K | $105.99 | |
| 109 | BAH | BOOZ ALLEN HAMILTON HLDG COR | 0.00% | New | 4,722 | $768.55K | $162.76 | |
| 110 | PYPL | PAYPAL HLDGS INC | 0.00% | Reduce -31.0% | 8,813 | $687.66K | $78.03 | |
| 111 | SKIL | SKILLSOFT CORP | 0.00% | Reduce -41.5% | 42,744 | $662.53K | No quote | No quote |
| 112 | NTES | NETEASE INC | 0.00% | Add +31.7% | 5,268 | $492.61K | $93.51 | |
| 113 | VT | VANGUARD INTL EQUITY INDEX F | 0.00% | New | 4,018 | $480.92K | $119.69 | |
| 114 | BIL | SPDR SER TR | 0.00% | Reduce -94.5% | 5,072 | $465.65K | $91.81 | |
| 115 | FIVE | FIVE BELOW INC | 0.00% | Reduce -75.9% | 5,004 | $442.1K | $88.35 | |
| 116 | KARO | KAROOOOO LTD | 0.00% | New | 10,634 | $421.43K | $39.63 | |
| 117 | TREX | TREX CO INC | 0.00% | Reduce -3.5% | 5,189 | $345.48K | $66.58 | |
| 118 | DAVA | ENDAVA PLC | 0.00% | Reduce -48.4% | 9,776 | $249.69K | No quote | No quote |
| 127 | VONG | VANGUARD SCOTTSDALE FDS | - | Sold | 0 | $0 | No quote | No quote |
| 126 | SITM | SITIME CORP | - | Sold | 0 | $0 | No quote | No quote |
| 125 | RH | RH | - | Sold | 0 | $0 | No quote | No quote |
| 124 | MPWR | MONOLITHIC PWR SYS INC | - | Sold | 0 | $0 | No quote | No quote |
| 123 | META | META PLATFORMS INC | - | Sold | 0 | $0 | No quote | No quote |
| 122 | FCX | FREEPORT-MCMORAN INC | - | Sold | 0 | $0 | No quote | No quote |
| 121 | DOCS | DOXIMITY INC | - | Sold | 0 | $0 | No quote | No quote |
| 120 | APPF | APPFOLIO INC | - | Sold | 0 | $0 | No quote | No quote |
| 119 | ALIT | ALIGHT INC | - | Sold | 0 | $0 | No quote | No quote |