Polen Capital Management

Latest statistics and disclosures from Polen Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AMZN, GOOG, MSFT, ADBE, NFLX, and represent 34.20% of Polen Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: TMO (+$1.2B), IWF (+$417M), NOW (+$194M), ILMN (+$107M), EL (+$31M), HDB (+$22M), UL (+$16M), ACWX (+$15M), SHOP (+$11M), IUSG (+$11M).
  • Started 10 new stock positions in OLPX, SITM, DLO, CCCS, LVS, EL, HDB, TMO, IUSG, FSV.
  • Reduced shares in these 10 stocks: META (-$1.6B), V (-$314M), MA (-$300M), ADBE (-$222M), GOOG (-$187M), NKE (-$185M), AMZN (-$176M), NFLX (-$119M), ABT (-$118M), ADSK (-$97M).
  • Sold out of its positions in ISRG, JMST.
  • Polen Capital Management was a net seller of stock by $-2.0B.
  • Polen Capital Management has $34B in assets under management (AUM), dropping by -4.14%.
  • Central Index Key (CIK): 0001034524

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Portfolio Holdings for Polen Capital Management

Polen Capital Management holds 93 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 8.6 $3.0B -5% 35M 84.00
Alphabet Cap Stk Cl C (GOOG) 6.8 $2.3B -7% 26M 88.73
Microsoft Corporation (MSFT) 6.6 $2.3B 9.5M 239.82
Adobe Systems Incorporated (ADBE) 6.2 $2.1B -9% 6.3M 336.53
Netflix (NFLX) 6.0 $2.0B -5% 6.9M 294.88
Mastercard Incorporated Cl A (MA) 5.4 $1.8B -14% 5.3M 347.73
Visa Com Cl A (V) 5.2 $1.8B -14% 8.7M 207.76
Servicenow (NOW) 5.0 $1.7B +12% 4.5M 388.27
Abbott Laboratories (ABT) 4.7 $1.6B -6% 15M 109.79
Autodesk (ADSK) 4.3 $1.5B -6% 7.9M 186.87
Accenture Plc Ireland Shs Class A (ACN) 4.2 $1.5B -5% 5.5M 266.84
UnitedHealth (UNH) 4.2 $1.4B -4% 2.7M 530.18
salesforce (CRM) 4.1 $1.4B -5% 11M 132.59
Thermo Fisher Scientific (TMO) 3.5 $1.2B NEW 2.2M 550.69

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Illumina (ILMN) 3.0 $1.0B +11% 5.0M 202.20
Airbnb Com Cl A (ABNB) 3.0 $1.0B -6% 12M 85.50
Gartner (IT) 2.7 $922M -4% 2.7M 336.14
Paypal Holdings (PYPL) 2.5 $872M -3% 12M 71.22
Zoetis Cl A (ZTS) 2.4 $821M -6% 5.6M 146.55
Nike CL B (NKE) 2.2 $763M -19% 6.5M 117.01
Ishares Tr Rus 1000 Grw Etf (IWF) 1.6 $544M +329% 2.5M 214.24
Docusign (DOCU) 1.3 $455M -5% 8.2M 55.42
Align Technology (ALGN) 1.0 $353M -15% 1.7M 210.90
Alphabet Cap Stk Cl A (GOOGL) 0.9 $311M 3.5M 88.23
Aon Shs Cl A (AON) 0.9 $300M -6% 998k 300.14
Icon SHS (ICLR) 0.9 $298M -7% 1.5M 194.25
Sap Se Spon Adr (SAP) 0.4 $138M -7% 1.3M 103.19
Automatic Data Processing (ADP) 0.4 $128M -2% 535k 238.86
Medtronic SHS (MDT) 0.2 $63M -10% 814k 77.72
Forum Energy Technologies In Note 9.000% 8/0 (Principal) 0.2 $54M 946k 56.52
Unilever Spon Adr New (UL) 0.1 $42M +59% 839k 50.35
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $38M +33% 443k 84.88
Asml Holding N V N Y Registry Shs (ASML) 0.1 $38M -10% 69k 546.40
Globant S A (GLOB) 0.1 $36M -12% 213k 168.16
MercadoLibre (MELI) 0.1 $33M -8% 39k 846.24
Lauder Estee Cos Cl A (EL) 0.1 $31M NEW 124k 248.11
Shopify Cl A (SHOP) 0.1 $30M +62% 852k 34.71
Hdfc Bank Sponsored Ads (HDB) 0.1 $22M NEW 315k 68.41
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $19M +299% 426k 45.50
Five Below (FIVE) 0.0 $16M -18% 91k 176.87
Houlihan Lokey Cl A (HLI) 0.0 $12M -11% 141k 87.16
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $11M NEW 136k 81.52
Global X Fds S&p 500 Catholic (CATH) 0.0 $11M +93% 237k 46.52
Qualys (QLYS) 0.0 $11M -15% 94k 112.23
Goosehead Ins Com Cl A (GSHD) 0.0 $10M -6% 293k 34.34
Wingstop (WING) 0.0 $9.8M -21% 71k 137.62
Revolve Group Cl A (RVLV) 0.0 $9.6M -13% 433k 22.26
Fox Factory Hldg (FOXF) 0.0 $9.3M -43% 102k 91.23
Progyny (PGNY) 0.0 $9.2M -12% 294k 31.15
Yeti Hldgs (YETI) 0.0 $8.7M -25% 211k 41.31
Endava Ads (DAVA) 0.0 $8.4M -11% 110k 76.50
Blackline (BL) 0.0 $8.3M -15% 123k 67.27
Hamilton Lane Cl A (HLNE) 0.0 $8.0M -11% 126k 63.88
Euronet Worldwide (EEFT) 0.0 $7.7M 82k 94.38
Alarm Com Hldgs (ALRM) 0.0 $7.5M -13% 151k 49.48
Doximity Cl A (DOCS) 0.0 $6.9M -2% 207k 33.56
Bumble Com Cl A (BMBL) 0.0 $6.5M -2% 311k 21.05
Appfolio Com Cl A (APPF) 0.0 $6.2M -14% 59k 105.38
Duck Creek Technologies SHS (DCT) 0.0 $6.2M -12% 516k 12.05
Brooks Automation (AZTA) 0.0 $5.9M -15% 101k 58.22
Dynatrace Com New (DT) 0.0 $5.5M -6% 143k 38.30
Altair Engr Com Cl A (ALTR) 0.0 $5.2M -15% 115k 45.47
Paycom Software (PAYC) 0.0 $5.1M -11% 16k 310.31
Warby Parker Cl A Com (WRBY) 0.0 $4.7M -12% 350k 13.49
Olo Cl A (OLO) 0.0 $4.6M -13% 732k 6.25
Olaplex Hldgs (OLPX) 0.0 $4.3M NEW 829k 5.21
Siteone Landscape Supply (SITE) 0.0 $3.8M -14% 32k 117.32
AMN Healthcare Services (AMN) 0.0 $3.7M -49% 36k 102.82
Floor & Decor Hldgs Cl A (FND) 0.0 $3.3M -5% 47k 69.63
Rh (RH) 0.0 $3.3M +141% 12k 267.19
Ishares Tr Russell 2000 Etf (IWM) 0.0 $2.8M +19% 16k 174.36
Helen Of Troy (HELE) 0.0 $2.6M -15% 23k 110.91
Farfetch Ord Sh Cl A (FTCH) 0.0 $2.5M -11% 520k 4.73
Copart (CPRT) 0.0 $2.3M +107% 38k 60.89
Skillsoft Corp Cl A (SKIL) 0.0 $2.3M 1.8M 1.30
Sitime Corp (SITM) 0.0 $2.2M NEW 22k 101.62
Tyler Technologies (TYL) 0.0 $2.2M +30% 6.7k 322.41
Etsy (ETSY) 0.0 $2.2M +3% 18k 119.78
Firstservice Corp (FSV) 0.0 $1.9M NEW 15k 122.55
Ccc Intelligent Solutions Holdings (CCCS) 0.0 $1.8M NEW 209k 8.70
The Trade Desk Com Cl A (TTD) 0.0 $1.8M +3% 40k 44.83
Aspen Technology (AZPN) 0.0 $1.8M +3% 8.5k 205.40
Fair Isaac Corporation (FICO) 0.0 $1.5M -65% 2.6k 598.58
Trex Company (TREX) 0.0 $1.4M +3% 34k 42.33
Charles River Laboratories (CRL) 0.0 $1.2M +22% 5.7k 217.90
Tencent Music Entmt Group Spon Ads (TME) 0.0 $1.2M -35% 140k 8.28
Karooooo Ord Shs (KARO) 0.0 $1.1M +6% 46k 23.30
Timothy Plan Us Lrgmd Cp Core (TPLC) 0.0 $707k -2% 21k 33.50
Myt Netherlands Parent B V Ads (MYTE) 0.0 $671k -9% 75k 8.91
Dlocal Class A Com (DLO) 0.0 $649k NEW 42k 15.57
Meta Platforms Cl A (META) 0.0 $585k -99% 4.9k 120.34
Las Vegas Sands (LVS) 0.0 $435k NEW 9.1k 48.07
Starbucks Corporation (SBUX) 0.0 $299k -99% 3.0k 99.20

Past Filings by Polen Capital Management

SEC 13F filings are viewable for Polen Capital Management going back to 2011

View all past filings