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 2026-05-08 from SEC 13F data.
Live quotes available for 108 of 133 rows. Rows without a quote are marked unavailable.
| 1 | AMZN | AMAZON COM INC | 11.59% | Reduce -24.1% | 19,546,612 | $4.29B | $219.39 | |
| 2 | MSFT | MICROSOFT CORP | 7.30% | Reduce -8.6% | 6,410,882 | $2.7B | $421.50 | |
| 3 | GOOG | ALPHABET INC | 5.70% | Reduce -13.6% | 11,076,271 | $2.11B | $190.44 | |
| 4 | V | VISA INC | 5.62% | Reduce -9.4% | 6,578,733 | $2.08B | $316.04 | |
| 5 | MA | MASTERCARD INCORPORATED | 4.97% | Reduce -8.9% | 3,492,466 | $1.84B | $526.57 | |
| 6 | SHOP | SHOPIFY INC | 4.91% | Reduce -10.0% | 17,079,480 | $1.82B | $106.33 | |
| 7 | ORCL | ORACLE CORP | 4.83% | Add +22.3% | 10,723,731 | $1.79B | $166.64 | |
| 8 | NOW | SERVICENOW INC | 4.68% | Reduce -26.5% | 1,634,595 | $1.73B | $1060.12 | |
| 9 | AAPL | APPLE INC | 4.17% | Reduce -8.4% | 6,169,513 | $1.54B | $250.42 | |
| 10 | NFLX | NETFLIX INC | 4.16% | Reduce -9.4% | 1,727,862 | $1.54B | $891.32 | |
| 11 | ABT | ABBOTT LABS | 3.88% | Reduce -9.0% | 12,688,363 | $1.44B | $113.11 | |
| 12 | ADBE | ADOBE INC | 3.62% | Reduce -8.9% | 3,015,574 | $1.34B | $444.68 | |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC | 3.46% | Reduce -12.3% | 2,461,195 | $1.28B | $520.23 | |
| 14 | ACN | ACCENTURE PLC IRELAND | 3.35% | Reduce -9.6% | 3,526,610 | $1.24B | $351.79 | |
| 15 | MSCI | MSCI INC | 3.29% | Reduce -8.8% | 2,032,238 | $1.22B | $600.01 | |
| 16 | ZTS | ZOETIS INC | 3.29% | Add +17.5% | 7,483,194 | $1.22B | $162.93 | |
| 17 | WDAY | WORKDAY INC | 2.99% | Reduce -10.7% | 4,287,623 | $1.11B | $258.03 | |
| 18 | ABNB | AIRBNB INC | 2.92% | Reduce -10.5% | 8,216,914 | $1.08B | $131.41 | |
| 19 | LLY | ELI LILLY & CO | 2.70% | Add +164.4% | 1,295,389 | $1B | $772.00 | |
| 20 | PAYC | PAYCOM SOFTWARE INC | 1.76% | Reduce -9.7% | 3,171,660 | $650.1M | $204.97 | |
| 21 | UNH | UNITEDHEALTH GROUP INC | 1.54% | Reduce -43.6% | 1,125,593 | $569.39M | $505.86 | |
| 22 | NVO | NOVO-NORDISK A S | 1.49% | Reduce -6.5% | 6,405,748 | $551.02M | $86.02 | |
| 23 | CSGP | COSTAR GROUP INC | 1.26% | New | 6,497,188 | $465.13M | $71.59 | |
| 24 | IT | GARTNER INC | 1.18% | Reduce -38.6% | 902,690 | $437.33M | $484.47 | |
| 25 | AON | AON PLC | 0.70% | Reduce -8.0% | 719,322 | $258.35M | $359.16 | |
| 26 | SAP | SAP SE | 0.67% | Reduce -6.1% | 999,944 | $246.2M | $246.21 | |
| 27 | GOOGL | ALPHABET INC | 0.63% | Reduce -3.5% | 1,230,197 | $232.88M | $189.30 | |
| 28 | IWF | ISHARES TR | 0.55% | Add +210.5% | 503,619 | $202.24M | $401.58 | |
| 29 | ICLR | ICON PLC | 0.40% | Reduce -32.5% | 711,510 | $149.21M | $209.71 | |
| 30 | GLOB | GLOBANT S A | 0.37% | Add +0.2% | 634,524 | $136.05M | $214.42 | |
| 31 | MDT | MEDTRONIC PLC | 0.17% | Reduce -23.5% | 782,478 | $62.5M | $79.88 | |
| 32 | MELI | MERCADOLIBRE INC | 0.17% | Reduce -6.2% | 36,595 | $62.23M | $1700.44 | |
| 33 | ADP | AUTOMATIC DATA PROCESSING IN | 0.14% | Reduce -9.3% | 179,749 | $52.62M | $292.73 | |
| 34 | HDB | HDFC BANK LTD | 0.13% | Reduce -7.7% | 774,580 | $49.46M | $63.86 | |
| 35 | ASML | ASML HOLDING N V | 0.12% | Reduce -7.6% | 62,141 | $43.07M | $693.08 | |
| 36 | WTW | WILLIS TOWERS WATSON PLC LTD | 0.11% | New | 128,586 | $40.28M | $313.24 | |
| 37 | ACWI | ISHARES TR | 0.10% | Add +248.8% | 317,801 | $37.34M | $117.50 | |
| 38 | SPOT | SPOTIFY TECHNOLOGY S A | 0.07% | New | 60,861 | $27.23M | $447.38 | |
| 39 | NU | NU HLDGS LTD | 0.06% | New | 2,243,471 | $23.24M | $10.36 | |
| 40 | ACWX | ISHARES TR | 0.05% | Add +863.2% | 380,271 | $19.83M | $52.16 | |
| 41 | VUG | VANGUARD INDEX FDS | 0.04% | Add +182.7% | 39,046 | $16.03M | $410.44 | |
| 42 | ONON | ON HLDG AG | 0.04% | Reduce -5.8% | 278,383 | $15.25M | $54.77 | |
| 43 | EXLS | EXLSERVICE HOLDINGS INC | 0.04% | Reduce -1.9% | 319,490 | $14.18M | No quote | No quote |
| 44 | UL | UNILEVER PLC | 0.04% | Reduce -5.3% | 244,122 | $13.84M | $56.70 | |
| 45 | MNDY | MONDAY COM LTD | 0.03% | New | 53,186 | $12.52M | $235.44 | |
| 46 | TME | TENCENT MUSIC ENTMT GROUP | 0.03% | Reduce -31.2% | 1,059,587 | $12.03M | $11.35 | |
| 47 | RVLV | REVOLVE GROUP INC | 0.03% | Reduce -24.4% | 304,529 | $10.2M | $33.49 | |
| 48 | GSHD | GOOSEHEAD INS INC | 0.02% | Reduce -20.4% | 84,310 | $9.04M | $107.22 | |
| 49 | CCCS | CCC INTELLIGENT SOLUTIONS HL | 0.02% | Reduce -4.3% | 762,304 | $8.94M | No quote | No quote |
| 50 | HLNE | HAMILTON LANE INC | 0.02% | Reduce -0.3% | 55,644 | $8.24M | No quote | No quote |
| 51 | LVS | LAS VEGAS SANDS CORP | 0.02% | Reduce -23.8% | 154,724 | $7.95M | $51.36 | |
| 52 | WRBY | WARBY PARKER INC | 0.02% | Reduce -22.8% | 319,822 | $7.74M | $24.21 | |
| 53 | ELF | E L F BEAUTY INC | 0.02% | Reduce -4.1% | 61,473 | $7.72M | No quote | No quote |
| 54 | DLO | DLOCAL LTD | 0.02% | Reduce -36.5% | 627,360 | $7.06M | $11.26 | |
| 55 | CNM | CORE & MAIN INC | 0.02% | Reduce -7.9% | 135,737 | $6.91M | No quote | No quote |
| 56 | GNRC | GENERAC HLDGS INC | 0.02% | Reduce -23.3% | 44,416 | $6.89M | $155.05 | |
| 57 | CRM | SALESFORCE INC | 0.02% | Reduce -45.2% | 19,582 | $6.55M | $334.34 | |
| 58 | PDD | PDD HOLDINGS INC | 0.02% | Reduce -28.7% | 67,092 | $6.51M | $96.99 | |
| 59 | NSIT | INSIGHT ENTERPRISES INC | 0.02% | Add +94.0% | 41,431 | $6.3M | $152.10 | |
| 60 | HLI | HOULIHAN LOKEY INC | 0.02% | Reduce -47.3% | 35,999 | $6.25M | $173.66 | |
| 61 | FSV | FIRSTSERVICE CORP NEW | 0.02% | Add +16.5% | 32,771 | $5.93M | $181.02 | |
| 62 | RGEN | REPLIGEN CORP | 0.02% | Add +14.6% | 40,556 | $5.84M | $143.94 | |
| 63 | PCTY | PAYLOCITY HLDG CORP | 0.02% | Add +23.0% | 28,689 | $5.72M | No quote | No quote |
| 64 | SPY | SPDR S&P 500 ETF TR | 0.02% | Add +412.0% | 9,539 | $5.59M | $586.07 | |
| 65 | BROS | DUTCH BROS INC | 0.01% | Add +137.4% | 105,023 | $5.5M | $52.38 | |
| 66 | MEDP | MEDPACE HLDGS INC | 0.01% | Add +8.4% | 16,223 | $5.39M | $332.23 | |
| 67 | RMBS | RAMBUS INC DEL | 0.01% | Add +76.8% | 99,259 | $5.25M | $52.86 | |
| 68 | PGNY | PROGYNY INC | 0.01% | Reduce -28.0% | 260,708 | $4.5M | $17.25 | |
| 69 | AIT | APPLIED INDL TECHNOLOGIES IN | 0.01% | Add +14.5% | 18,556 | $4.44M | $239.47 | |
| 70 | WSC | WILLSCOT HLDGS CORP | 0.01% | New | 125,024 | $4.18M | $33.45 | |
| 71 | YUMC | YUM CHINA HLDGS INC | 0.01% | Reduce -59.2% | 85,998 | $4.14M | $48.17 | |
| 72 | TREX | TREX CO INC | 0.01% | Add +984.4% | 56,268 | $3.88M | $69.03 | |
| 73 | CWAN | CLEARWATER ANALYTICS HLDGS I | 0.01% | Reduce -58.7% | 140,029 | $3.85M | $27.52 | |
| 74 | BL | BLACKLINE INC | 0.01% | Reduce -9.4% | 62,791 | $3.82M | $60.76 | |
| 75 | YETI | YETI HLDGS INC | 0.01% | Reduce -13.4% | 98,057 | $3.78M | $38.51 | |
| 76 | AAON | AAON INC | 0.01% | Reduce -4.2% | 31,557 | $3.71M | $117.68 | |
| 77 | CATH | GLOBAL X FDS | 0.01% | Reduce -13.0% | 47,625 | $3.37M | $70.84 | |
| 78 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.01% | Add +48.2% | 24,140 | $3.18M | $131.77 | |
| 79 | VT | VANGUARD INTL EQUITY INDEX F | 0.01% | Add +566.9% | 26,794 | $3.15M | $117.48 | |
| 80 | EPAM | EPAM SYS INC | 0.01% | Reduce -35.1% | 13,454 | $3.15M | No quote | No quote |
| 81 | ROAD | CONSTRUCTION PARTNERS INC | 0.01% | Reduce -8.8% | 32,009 | $2.83M | $88.46 | |
| 82 | FN | FABRINET | 0.01% | New | 12,605 | $2.77M | $219.88 | |
| 83 | IBP | INSTALLED BLDG PRODS INC | 0.01% | Reduce -12.3% | 15,752 | $2.76M | $175.25 | |
| 84 | BDC | BELDEN INC | 0.01% | New | 24,182 | $2.72M | $112.61 | |
| 85 | QLYS | QUALYS INC | 0.01% | Reduce -8.8% | 18,701 | $2.62M | $140.22 | |
| 86 | IWM | ISHARES TR | 0.01% | Reduce -25.2% | 10,007 | $2.21M | $220.96 | |
| 87 | KNSL | KINSALE CAP GROUP INC | 0.01% | Add +8.0% | 4,517 | $2.1M | $465.13 | |
| 88 | POOL | POOL CORP | 0.01% | Add +62.4% | 5,962 | $2.03M | $340.94 | |
| 89 | TTEK | TETRA TECH INC NEW | 0.00% | Add +86.7% | 43,162 | $1.72M | $39.84 | |
| 90 | BLD | TOPBUILD CORP | 0.00% | Add +28.1% | 5,220 | $1.63M | No quote | No quote |
| 91 | DT | DYNATRACE INC | 0.00% | Reduce -25.2% | 29,021 | $1.58M | $54.35 | |
| 92 | ADSK | AUTODESK INC | 0.00% | Reduce -28.5% | 5,174 | $1.53M | $295.57 | |
| 93 | TECH | BIO-TECHNE CORP | 0.00% | Reduce -24.4% | 20,760 | $1.5M | $72.03 | |
| 94 | LGIH | LGI HOMES INC | 0.00% | Reduce -17.1% | 16,100 | $1.44M | No quote | No quote |
| 95 | OLLI | OLLIES BARGAIN OUTLET HLDGS | 0.00% | Reduce -0.0% | 12,603 | $1.38M | $109.73 | |
| 96 | SKIL | SKILLSOFT CORP | 0.00% | Add +33.8% | 57,172 | $1.37M | No quote | No quote |
| 97 | MORN | MORNINGSTAR INC | 0.00% | Reduce -37.0% | 3,906 | $1.32M | $336.76 | |
| 98 | ALRM | ALARM COM HLDGS INC | 0.00% | Reduce -81.9% | 21,461 | $1.3M | $60.80 | |
| 99 | FOXF | FOX FACTORY HLDG CORP | 0.00% | Reduce -39.9% | 41,273 | $1.25M | No quote | No quote |
| 100 | BAH | BOOZ ALLEN HAMILTON HLDG COR | 0.00% | Add +88.5% | 8,900 | $1.15M | $128.70 | |
| 101 | CIGI | COLLIERS INTL GROUP INC | 0.00% | New | 8,226 | $1.12M | $135.97 | |
| 102 | ENTG | ENTEGRIS INC | 0.00% | New | 11,026 | $1.09M | $99.06 | |
| 103 | NKE | NIKE INC | 0.00% | Reduce -10.7% | 13,607 | $1.03M | $75.67 | |
| 104 | BSY | BENTLEY SYS INC | 0.00% | New | 21,407 | $999.71K | $46.70 | |
| 105 | MKTX | MARKETAXESS HLDGS INC | 0.00% | Reduce -49.7% | 4,357 | $984.86K | $226.04 | |
| 106 | FND | FLOOR & DECOR HLDGS INC | 0.00% | Add +34.9% | 9,800 | $977.06K | $99.70 | |
| 107 | BWMN | BOWMAN CONSULTING GROUP LTD | 0.00% | Reduce -5.4% | 38,968 | $972.24K | No quote | No quote |
| 108 | USHY | ISHARES TR | 0.00% | - | 26,300 | $967.58K | No quote | No quote |
| 109 | ALGN | ALIGN TECHNOLOGY INC | 0.00% | Reduce -55.9% | 4,504 | $939.06K | $208.50 | |
| 110 | AMN | AMN HEALTHCARE SVCS INC | 0.00% | Reduce -14.9% | 38,142 | $912.36K | $23.92 | |
| 111 | KB | KB FINL GROUP INC | 0.00% | Reduce -81.4% | 14,529 | $826.7K | $56.90 | |
| 112 | ETSY | ETSY INC | 0.00% | Reduce -39.2% | 15,037 | $795.31K | $52.89 | |
| 113 | CRL | CHARLES RIV LABS INTL INC | 0.00% | Reduce -22.8% | 4,248 | $784.18K | $184.60 | |
| 114 | IOO | ISHARES TR | 0.00% | New | 6,708 | $675.97K | $100.77 | |
| 115 | MODG | TOPGOLF CALLAWAY BRANDS CORP | 0.00% | Reduce -13.0% | 83,466 | $656.04K | No quote | No quote |
| 116 | PSTG | PURE STORAGE INC | 0.00% | New | 10,643 | $653.8K | No quote | No quote |
| 117 | CPA | COPA HOLDINGS SA | 0.00% | Reduce -24.3% | 7,293 | $640.91K | $87.88 | |
| 118 | PYPL | PAYPAL HLDGS INC | 0.00% | Reduce -15.6% | 7,441 | $635.1K | $85.35 | |
| 119 | KARO | KAROOOOO LTD | 0.00% | Add +24.8% | 13,273 | $599.28K | $45.15 | |
| 120 | SGOV | ISHARES TR | 0.00% | Reduce -69.9% | 5,569 | $558.68K | $100.32 | |
| 121 | NTES | NETEASE INC | 0.00% | Reduce -10.4% | 4,719 | $420.98K | $89.21 | |
| 122 | KSPI | KASPI KZ JSC | 0.00% | Reduce -62.9% | 3,105 | $294.08K | $94.71 | |
| 123 | CLBT | CELLEBRITE DI LTD | 0.00% | New | 10,095 | $222.39K | No quote | No quote |
| 124 | FERG | FERGUSON ENTERPRISES INC | 0.00% | New | 1,238 | $214.88K | $173.57 | |
| 133 | TYL | TYLER TECHNOLOGIES INC | - | Sold | 0 | $0 | No quote | No quote |
| 132 | BIL | SPDR SER TR | - | Sold | 0 | $0 | No quote | No quote |
| 131 | OPCH | OPTION CARE HEALTH INC | - | Sold | 0 | $0 | No quote | No quote |
| 130 | NVEE | NV5 GLOBAL INC | - | Sold | 0 | $0 | No quote | No quote |
| 129 | IVV | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 128 | FIVE | FIVE BELOW INC | - | Sold | 0 | $0 | No quote | No quote |
| 127 | EEFT | EURONET WORLDWIDE INC | - | Sold | 0 | $0 | No quote | No quote |
| 126 | DAVA | ENDAVA PLC | - | Sold | 0 | $0 | No quote | No quote |
| 125 | AZPN | ASPEN TECHNOLOGY INC | - | Sold | 0 | $0 | No quote | No quote |