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 2026-05-07 from SEC 13F data.
Live quotes available for 103 of 131 rows. Rows without a quote are marked unavailable.
| 1 | AMZN | AMAZON COM INC | 10.60% | Reduce -9.2% | 17,747,395 | $3.38B | $190.26 | |
| 2 | MSFT | MICROSOFT CORP | 7.00% | Reduce -7.3% | 5,941,106 | $2.23B | $375.39 | |
| 3 | V | VISA INC | 6.63% | Reduce -8.4% | 6,023,710 | $2.11B | $350.46 | |
| 4 | ORCL | ORACLE CORP | 5.54% | Add +17.6% | 12,609,101 | $1.76B | $139.81 | |
| 5 | MA | MASTERCARD INCORPORATED | 5.53% | Reduce -8.1% | 3,211,209 | $1.76B | $548.12 | |
| 6 | ABT | ABBOTT LABS | 4.74% | Reduce -10.3% | 11,385,577 | $1.51B | $132.65 | |
| 7 | SHOP | SHOPIFY INC | 4.58% | Reduce -10.6% | 15,270,075 | $1.46B | $95.48 | |
| 8 | LLY | ELI LILLY & CO | 4.55% | Add +35.5% | 1,754,571 | $1.45B | $825.91 | |
| 9 | ZTS | ZOETIS INC | 4.55% | Add +17.6% | 8,796,847 | $1.45B | $164.65 | |
| 10 | AON | AON PLC | 3.77% | Add +318.1% | 3,007,719 | $1.2B | $399.09 | |
| 11 | GOOG | ALPHABET INC | 3.65% | Reduce -32.9% | 7,434,428 | $1.16B | $156.23 | |
| 12 | TMO | THERMO FISHER SCIENTIFIC INC | 3.63% | Reduce -5.6% | 2,322,482 | $1.16B | $497.60 | |
| 13 | ADBE | ADOBE INC | 3.39% | Reduce -6.5% | 2,818,625 | $1.08B | $383.53 | |
| 14 | MSCI | MSCI INC | 3.32% | Reduce -8.1% | 1,868,138 | $1.06B | $565.50 | |
| 15 | ACN | ACCENTURE PLC IRELAND | 3.14% | Reduce -9.0% | 3,208,478 | $1B | $312.04 | |
| 16 | ABNB | AIRBNB INC | 2.90% | Reduce -6.0% | 7,726,604 | $923.02M | $119.46 | |
| 17 | WDAY | WORKDAY INC | 2.89% | Reduce -8.0% | 3,944,506 | $921.16M | $233.53 | |
| 18 | NFLX | NETFLIX INC | 2.60% | Reduce -48.6% | 888,072 | $828.15M | $932.53 | |
| 19 | NOW | SERVICENOW INC | 2.37% | Reduce -41.9% | 949,728 | $756.12M | $796.14 | |
| 20 | PAYC | PAYCOM SOFTWARE INC | 2.13% | Reduce -2.3% | 3,097,854 | $676.82M | $218.48 | |
| 21 | AAPL | APPLE INC | 1.87% | Reduce -56.5% | 2,681,114 | $595.56M | $222.13 | |
| 22 | UNH | UNITEDHEALTH GROUP INC | 1.71% | Reduce -7.8% | 1,037,575 | $543.43M | $523.75 | |
| 23 | CSGP | COSTAR GROUP INC | 1.64% | Add +1.6% | 6,601,800 | $523.06M | $79.23 | |
| 24 | SBUX | STARBUCKS CORP | 1.58% | New | 5,133,440 | $503.54M | $98.09 | |
| 25 | IT | GARTNER INC | 1.10% | Reduce -7.4% | 835,522 | $350.7M | $419.74 | |
| 26 | SAP | SAP SE | 0.46% | Reduce -45.7% | 542,699 | $145.68M | $268.44 | |
| 27 | IWF | ISHARES TR | 0.44% | Reduce -23.4% | 385,522 | $139.21M | $361.09 | |
| 28 | MELI | MERCADOLIBRE INC | 0.42% | Add +87.3% | 68,534 | $133.7M | $1950.86 | |
| 29 | WTW | WILLIS TOWERS WATSON PLC LTD | 0.39% | Add +185.1% | 366,539 | $123.87M | $337.95 | |
| 30 | ICLR | ICON PLC | 0.35% | Reduce -10.8% | 635,052 | $111.13M | $174.99 | |
| 31 | GOOGL | ALPHABET INC | 0.30% | Reduce -50.3% | 610,910 | $94.47M | $154.64 | |
| 32 | GLOB | GLOBANT S A | 0.29% | Add +22.1% | 774,418 | $91.16M | $117.72 | |
| 33 | NVO | NOVO-NORDISK A S | 0.22% | Reduce -84.4% | 1,001,906 | $69.57M | $69.44 | |
| 34 | MDT | MEDTRONIC PLC | 0.18% | Reduce -19.6% | 629,483 | $56.57M | $89.86 | |
| 35 | ADP | AUTOMATIC DATA PROCESSING IN | 0.16% | Reduce -7.4% | 166,526 | $50.88M | $305.53 | |
| 36 | ACWI | ISHARES TR | 0.14% | Add +21.1% | 384,795 | $44.79M | $116.39 | |
| 37 | HDB | HDFC BANK LTD | 0.14% | Reduce -15.9% | 651,063 | $43.26M | $66.44 | |
| 38 | ASML | ASML HOLDING N V | 0.11% | Reduce -15.2% | 52,677 | $34.91M | $662.63 | |
| 39 | NU | NU HLDGS LTD | 0.10% | Add +32.4% | 2,969,781 | $30.41M | $10.24 | |
| 40 | TME | TENCENT MUSIC ENTMT GROUP | 0.09% | Add +86.8% | 1,978,769 | $28.51M | $14.41 | |
| 41 | SPOT | SPOTIFY TECHNOLOGY S A | 0.07% | Reduce -36.3% | 38,749 | $21.31M | $550.03 | |
| 42 | MNDY | MONDAY COM LTD | 0.05% | Add +34.0% | 71,261 | $17.33M | $243.16 | |
| 43 | EXLS | EXLSERVICE HOLDINGS INC | 0.04% | Reduce -18.6% | 260,017 | $12.28M | No quote | No quote |
| 44 | ONON | ON HLDG AG | 0.03% | Reduce -14.2% | 238,933 | $10.49M | $43.92 | |
| 45 | PDD | PDD HOLDINGS INC | 0.02% | Reduce -1.3% | 66,193 | $7.83M | $118.35 | |
| 46 | HLNE | HAMILTON LANE INC | 0.02% | Reduce -6.0% | 52,320 | $7.78M | No quote | No quote |
| 47 | MEDP | MEDPACE HLDGS INC | 0.02% | Add +50.8% | 24,466 | $7.45M | $304.69 | |
| 48 | GSHD | GOOSEHEAD INS INC | 0.02% | Reduce -27.3% | 61,317 | $7.24M | $118.06 | |
| 49 | NSIT | INSIGHT ENTERPRISES INC | 0.02% | Add +1.7% | 42,133 | $6.32M | $149.99 | |
| 50 | CNM | CORE & MAIN INC | 0.02% | Reduce -7.9% | 124,953 | $6.04M | No quote | No quote |
| 51 | PCTY | PAYLOCITY HLDG CORP | 0.02% | Add +9.2% | 31,338 | $5.87M | No quote | No quote |
| 52 | PGNY | PROGYNY INC | 0.02% | Add +0.3% | 261,506 | $5.84M | $22.34 | |
| 53 | RMBS | RAMBUS INC DEL | 0.02% | Add +9.9% | 109,117 | $5.65M | $51.77 | |
| 54 | VUG | VANGUARD INDEX FDS | 0.02% | Reduce -62.6% | 14,589 | $5.41M | $370.82 | |
| 55 | LVS | LAS VEGAS SANDS CORP | 0.02% | Reduce -9.8% | 139,619 | $5.39M | $38.63 | |
| 56 | DLO | DLOCAL LTD | 0.02% | Add +0.0% | 627,551 | $5.23M | $8.34 | |
| 57 | HLI | HOULIHAN LOKEY INC | 0.02% | Reduce -10.3% | 32,295 | $5.22M | $161.50 | |
| 58 | FSV | FIRSTSERVICE CORP NEW | 0.02% | Reduce -9.5% | 29,648 | $4.92M | $165.95 | |
| 59 | CCCS | CCC INTELLIGENT SOLUTIONS HL | 0.02% | Reduce -28.6% | 544,653 | $4.92M | No quote | No quote |
| 60 | AIT | APPLIED INDL TECHNOLOGIES IN | 0.01% | Add +14.0% | 21,160 | $4.77M | $225.34 | |
| 61 | TREX | TREX CO INC | 0.01% | Add +39.9% | 78,742 | $4.57M | $58.10 | |
| 62 | YUMC | YUM CHINA HLDGS INC | 0.01% | Add +0.1% | 86,045 | $4.48M | $52.06 | |
| 63 | ELF | E L F BEAUTY INC | 0.01% | Add +12.8% | 69,325 | $4.35M | No quote | No quote |
| 64 | GNRC | GENERAC HLDGS INC | 0.01% | Reduce -24.8% | 33,409 | $4.23M | $126.65 | |
| 65 | BROS | DUTCH BROS INC | 0.01% | Reduce -35.1% | 68,124 | $4.21M | $61.74 | |
| 66 | RGEN | REPLIGEN CORP | 0.01% | Reduce -23.8% | 30,902 | $3.93M | $127.24 | |
| 67 | AAON | AAON INC | 0.01% | Add +56.8% | 49,466 | $3.86M | $78.13 | |
| 68 | CATH | GLOBAL X FDS | 0.01% | Add +11.9% | 53,317 | $3.6M | $67.54 | |
| 69 | RVLV | REVOLVE GROUP INC | 0.01% | Reduce -47.4% | 160,282 | $3.44M | $21.49 | |
| 70 | CWAN | CLEARWATER ANALYTICS HLDGS I | 0.01% | Reduce -10.8% | 124,892 | $3.35M | $26.80 | |
| 71 | ACWX | ISHARES TR | 0.01% | Reduce -84.5% | 58,768 | $3.26M | $55.45 | |
| 72 | WSC | WILLSCOT HLDGS CORP | 0.01% | Reduce -6.5% | 116,917 | $3.25M | $27.80 | |
| 73 | BDC | BELDEN INC | 0.01% | Add +26.8% | 30,665 | $3.07M | $100.25 | |
| 74 | FN | FABRINET | 0.01% | Add +21.0% | 15,249 | $3.01M | $197.51 | |
| 75 | EPAM | EPAM SYS INC | 0.01% | Add +22.7% | 16,512 | $2.79M | No quote | No quote |
| 76 | TECH | BIO-TECHNE CORP | 0.01% | Add +123.1% | 46,314 | $2.72M | $58.63 | |
| 77 | IBP | INSTALLED BLDG PRODS INC | 0.01% | Reduce -0.7% | 15,650 | $2.68M | $171.46 | |
| 78 | WRBY | WARBY PARKER INC | 0.01% | Reduce -54.0% | 147,071 | $2.68M | $18.23 | |
| 79 | BL | BLACKLINE INC | 0.01% | Reduce -12.3% | 55,099 | $2.67M | $48.42 | |
| 80 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.01% | Reduce -11.6% | 21,338 | $2.59M | $121.44 | |
| 81 | ROAD | CONSTRUCTION PARTNERS INC | 0.01% | Add +8.7% | 34,795 | $2.5M | $71.87 | |
| 82 | SGOV | ISHARES TR | 0.01% | Add +318.4% | 23,299 | $2.35M | $100.67 | |
| 83 | CRM | SALESFORCE INC | 0.01% | Reduce -57.8% | 8,257 | $2.22M | $268.37 | |
| 84 | QLYS | QUALYS INC | 0.01% | Reduce -10.5% | 16,742 | $2.11M | $125.93 | |
| 85 | KNSL | KINSALE CAP GROUP INC | 0.01% | Reduce -5.7% | 4,262 | $2.07M | $486.71 | |
| 86 | IWM | ISHARES TR | 0.01% | Add +3.5% | 10,362 | $2.07M | $199.49 | |
| 87 | POOL | POOL CORP | 0.01% | Reduce -5.8% | 5,617 | $1.79M | $318.35 | |
| 88 | BLD | TOPBUILD CORP | 0.00% | Reduce -5.5% | 4,931 | $1.5M | No quote | No quote |
| 89 | VT | VANGUARD INTL EQUITY INDEX F | 0.00% | Reduce -59.1% | 10,959 | $1.27M | $115.95 | |
| 90 | DT | DYNATRACE INC | 0.00% | Reduce -7.9% | 26,718 | $1.26M | $47.15 | |
| 91 | SKIL | SKILLSOFT CORP | 0.00% | - | 57,172 | $1.1M | No quote | No quote |
| 92 | MORN | MORNINGSTAR INC | 0.00% | Reduce -9.5% | 3,534 | $1.06M | $299.87 | |
| 93 | OLLI | OLLIES BARGAIN OUTLET HLDGS | 0.00% | Reduce -28.6% | 8,998 | $1.05M | $116.36 | |
| 94 | ENTG | ENTEGRIS INC | 0.00% | Add +4.7% | 11,539 | $1.01M | $87.48 | |
| 95 | LGIH | LGI HOMES INC | 0.00% | Reduce -9.8% | 14,523 | $965.35K | No quote | No quote |
| 96 | CIGI | COLLIERS INTL GROUP INC | 0.00% | Reduce -3.6% | 7,933 | $962.27K | $121.30 | |
| 97 | AMN | AMN HEALTHCARE SVCS INC | 0.00% | Add +1.1% | 38,564 | $943.28K | $24.46 | |
| 98 | MKTX | MARKETAXESS HLDGS INC | 0.00% | Reduce -7.1% | 4,046 | $875.35K | $216.35 | |
| 99 | SAIA | SAIA INC | 0.00% | New | 2,464 | $861K | $349.43 | |
| 100 | SPY | SPDR S&P 500 ETF TR | 0.00% | Reduce -84.8% | 1,448 | $809.81K | $559.26 | |
| 101 | BWMN | BOWMAN CONSULTING GROUP LTD | 0.00% | Reduce -9.1% | 35,417 | $773.15K | No quote | No quote |
| 102 | BSY | BENTLEY SYS INC | 0.00% | Reduce -9.1% | 19,464 | $765.71K | $39.34 | |
| 103 | FND | FLOOR & DECOR HLDGS INC | 0.00% | Reduce -8.9% | 8,924 | $718.11K | $80.47 | |
| 104 | ADSK | AUTODESK INC | 0.00% | Reduce -52.5% | 2,455 | $642.79K | $261.83 | |
| 105 | BIL | SPDR SER TR | 0.00% | New | 5,242 | $480.85K | $91.73 | |
| 106 | NTES | NETEASE INC | 0.00% | Reduce -8.4% | 4,321 | $444.72K | $102.92 | |
| 107 | PSTG | PURE STORAGE INC | 0.00% | Reduce -9.8% | 9,597 | $424.86K | No quote | No quote |
| 108 | TTEK | TETRA TECH INC NEW | 0.00% | Reduce -67.4% | 14,061 | $411.28K | $29.25 | |
| 109 | NKE | NIKE INC | 0.00% | Reduce -54.4% | 6,209 | $394.15K | $63.48 | |
| 110 | IWO | ISHARES TR | 0.00% | New | 1,528 | $390.53K | No quote | No quote |
| 111 | MANH | MANHATTAN ASSOCIATES INC | 0.00% | New | 2,226 | $385.19K | $173.04 | |
| 112 | FIX | COMFORT SYS USA INC | 0.00% | New | 1,166 | $375.84K | $322.33 | |
| 113 | WING | WINGSTOP INC | 0.00% | New | 1,476 | $332.96K | $225.58 | |
| 114 | PYPL | PAYPAL HLDGS INC | 0.00% | Reduce -33.6% | 4,943 | $322.55K | $65.25 | |
| 115 | IOO | ISHARES TR | 0.00% | Reduce -63.1% | 2,474 | $305.55K | $123.51 | |
| 116 | KARO | KAROOOOO LTD | 0.00% | Reduce -48.0% | 6,899 | $293.48K | $42.54 | |
| 117 | CLBT | CELLEBRITE DI LTD | 0.00% | Add +47.1% | 14,849 | $288.52K | No quote | No quote |
| 131 | YETI | YETI HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 130 | UL | UNILEVER PLC | - | Sold | 0 | $0 | No quote | No quote |
| 129 | MODG | TOPGOLF CALLAWAY BRANDS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 128 | KB | KB FINL GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 127 | KSPI | KASPI KZ JSC | - | Sold | 0 | $0 | No quote | No quote |
| 126 | USHY | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 125 | FOXF | FOX FACTORY HLDG CORP | - | Sold | 0 | $0 | No quote | No quote |
| 124 | FERG | FERGUSON ENTERPRISES INC | - | Sold | 0 | $0 | No quote | No quote |
| 123 | ETSY | ETSY INC | - | Sold | 0 | $0 | No quote | No quote |
| 122 | CPA | COPA HOLDINGS SA | - | Sold | 0 | $0 | No quote | No quote |
| 121 | CRL | CHARLES RIV LABS INTL INC | - | Sold | 0 | $0 | No quote | No quote |
| 120 | BAH | BOOZ ALLEN HAMILTON HLDG COR | - | Sold | 0 | $0 | No quote | No quote |
| 119 | ALGN | ALIGN TECHNOLOGY INC | - | Sold | 0 | $0 | No quote | No quote |
| 118 | ALRM | ALARM COM HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |