Polen Capital Management

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

  • Top 5 stock holdings are AMZN, GOOG, FB, MSFT, ABT, and represent 32.98% of Polen Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: AMZN (+$1.1B), ISRG (+$829M), DOCU (+$569M), MA (+$136M), V (+$126M), GOOG (+$113M), PYPL (+$112M), ADSK (+$109M), ALGN (+$79M), CRM (+$79M).
  • Started 5 new stock positions in WRBY, FND, BIGC, MYTE, DOCU.
  • Reduced shares in these 10 stocks: FB (-$939M), ADBE (-$150M), BABA (-$57M), ICLR (-$23M), ETSY (-$8.3M), SLP (-$7.0M), GNRC, HEI, ADP, TTD.
  • Sold out of its positions in GNRC, HEI, EL, SLP.
  • Polen Capital Management was a net buyer of stock by $2.9B.
  • Polen Capital Management has $60B in assets under management (AUM), dropping by 9.25%.
  • Central Index Key (CIK): 0001034524

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Portfolio Holdings for Polen Capital Management

Companies in the Polen Capital Management portfolio as of the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 8.3 $4.9B +27% 1.5M 3334.34
Alphabet Cap Stk Cl C (GOOG) 7.8 $4.6B +2% 1.6M 2893.59
Meta Platforms Cl A (FB) 5.9 $3.5B -21% 10M 336.35
Microsoft Corporation (MSFT) 5.7 $3.4B 10M 336.32
Abbott Laboratories (ABT) 5.3 $3.2B +2% 23M 140.74
Adobe Systems Incorporated (ADBE) 5.2 $3.1B -4% 5.4M 567.06
Mastercard Incorporated Cl A (MA) 4.8 $2.9B +4% 8.0M 359.32
Accenture Plc Ireland Shs Class A (ACN) 4.7 $2.8B 6.7M 414.55
salesforce (CRM) 4.3 $2.6B +3% 10M 254.13
Visa Com Cl A (V) 4.2 $2.5B +5% 12M 216.71
Zoetis Cl A (ZTS) 4.0 $2.4B +2% 9.8M 244.03
Autodesk (ADSK) 3.4 $2.0B +5% 7.3M 281.19
Servicenow (NOW) 3.4 $2.0B +2% 3.2M 649.11
UnitedHealth (UNH) 3.3 $1.9B 3.9M 502.14
Alphabet Cap Stk Cl A (GOOGL) 2.9 $1.7B +3% 593k 2897.04
Airbnb Com Cl A (ABNB) 2.8 $1.7B +4% 9.9M 166.49
Netflix (NFLX) 2.7 $1.6B +3% 2.7M 602.44
Starbucks Corporation (SBUX) 2.6 $1.5B 13M 116.97
Gartner (IT) 2.6 $1.5B 4.6M 334.32
Paypal Holdings (PYPL) 2.4 $1.4B +8% 7.5M 188.58
Nike CL B (NKE) 2.3 $1.4B +2% 8.2M 166.67
Intuitive Surgical Com New (ISRG) 2.1 $1.2B +210% 3.4M 359.30
Align Technology (ALGN) 2.0 $1.2B +7% 1.8M 657.18
Illumina (ILMN) 1.7 $1.0B +4% 2.7M 380.44
Msci (MSCI) 1.5 $868M +2% 1.4M 612.69
Docusign (DOCU) 1.0 $569M NEW 3.7M 152.31
Icon SHS (ICLR) 0.8 $491M -4% 1.6M 309.70
Aon Shs Cl A (AON) 0.5 $313M 1.0M 300.56
Sap Se Spon Adr (SAP) 0.2 $114M +2% 810k 140.11
Medtronic SHS (MDT) 0.2 $104M 1.0M 103.45
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $73M +264% 239k 305.59
Automatic Data Processing (ADP) 0.1 $67M -2% 272k 246.58
Asml Holding N V N Y Registry Shs (ASML) 0.1 $64M +2% 81k 796.14
MercadoLibre (MELI) 0.1 $61M +162% 45k 1348.39
Globant S A (GLOB) 0.1 $56M +112% 177k 314.09
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $32M +4408% 578k 55.60
Fox Factory Hldg (FOXF) 0.0 $29M +25% 173k 170.10
Unilever Spon Adr New (UL) 0.0 $28M -2% 521k 53.79
Trupanion (TRUP) 0.0 $27M +25% 207k 132.03
Wingstop (WING) 0.0 $27M +25% 157k 172.80
Shopify Cl A (SHOP) 0.0 $26M 19k 1377.40
Endava Ads (DAVA) 0.0 $26M 156k 167.92
Medpace Hldgs (MEDP) 0.0 $26M +25% 118k 217.64
Goosehead Ins Com Cl A (GSHD) 0.0 $24M +15% 183k 130.08
Exponent (EXPO) 0.0 $22M +25% 188k 116.73
Revolve Group Cl A (RVLV) 0.0 $22M +28% 384k 56.04
Progyny (PGNY) 0.0 $19M +25% 386k 50.35
Yeti Hldgs (YETI) 0.0 $19M +49% 229k 82.83
Houlihan Lokey Cl A (HLI) 0.0 $19M +25% 182k 103.52
AMN Healthcare Services (AMN) 0.0 $18M +28% 146k 122.33
Alarm Com Hldgs (ALRM) 0.0 $17M +25% 200k 84.81
Blackline (BL) 0.0 $17M +30% 160k 103.54
Duck Creek Technologies SHS (DCT) 0.0 $16M +67% 544k 30.11
Appfolio Com Cl A (APPF) 0.0 $15M +26% 127k 121.06
Warby Parker Cl A Com (WRBY) 0.0 $15M NEW 324k 46.56
Olo Cl A (OLO) 0.0 $15M +42% 705k 20.81
Helen Of Troy (HELE) 0.0 $14M +24% 58k 244.48
Qualys (QLYS) 0.0 $14M +28% 100k 137.22
Altair Engr Com Cl A (ALTR) 0.0 $12M +28% 153k 77.32
Bigcommerce Hldgs Com Ser 1 (BIGC) 0.0 $11M NEW 304k 35.37
Paylocity Holding Corporation (PCTY) 0.0 $9.9M +16% 42k 236.16
Malibu Boats Com Cl A (MBUU) 0.0 $9.4M +30% 136k 68.73
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $8.7M +2052% 82k 105.78
Global X Fds S&p 500 Catholic (CATH) 0.0 $8.5M +44% 145k 58.91
Etsy (ETSY) 0.0 $5.9M -58% 27k 218.94
Rh (RH) 0.0 $5.5M +41% 10k 535.95
Tyler Technologies (TYL) 0.0 $5.0M +21% 9.3k 537.92
Paycom Software (PAYC) 0.0 $4.9M +25% 12k 415.15
Dynatrace Com New (DT) 0.0 $4.9M -5% 81k 60.34
Trex Company (TREX) 0.0 $4.8M +10% 36k 135.04
Cdw (CDW) 0.0 $4.0M +10% 20k 204.79
Copart (CPRT) 0.0 $3.4M +10% 22k 151.64
Fair Isaac Corporation (FICO) 0.0 $3.4M +25% 7.7k 433.65
Aspen Technology (AZPN) 0.0 $3.3M -20% 22k 152.20
The Trade Desk Com Cl A (TTD) 0.0 $3.2M -31% 35k 91.64
Farfetch Ord Sh Cl A (FTCH) 0.0 $3.1M +47% 92k 33.43
Epam Systems (EPAM) 0.0 $2.3M -27% 3.4k 668.44
Yandex N V Shs Class A (YNDX) 0.0 $2.1M +10% 36k 60.51
Karooooo Ord Shs (KARO) 0.0 $1.7M +6% 41k 40.77
Timothy Plan Us Lrgmd Cp Core (TPLC) 0.0 $1.3M +167% 34k 38.72
Regeneron Pharmaceuticals (REGN) 0.0 $1.2M -10% 1.9k 631.58
Myt Netherlands Parent B V Ads (MYTE) 0.0 $1.2M NEW 55k 21.21
Dollar General (DG) 0.0 $976k -20% 4.1k 235.86
Tencent Music Entmt Group Spon Ads (TME) 0.0 $809k +68% 118k 6.85
O'reilly Automotive (ORLY) 0.0 $731k 1.0k 706.28
Floor & Decor Hldgs Cl A (FND) 0.0 $610k NEW 4.7k 130.09
Oracle Corporation (ORCL) 0.0 $368k 4.2k 87.29
Timothy Plan Intl Etf (TPIF) 0.0 $353k +2% 12k 29.08
Autohome Sp Ads Rp Cl A (ATHM) 0.0 $324k 11k 29.47
Booking Holdings (BKNG) 0.0 $321k 134.00 2395.52
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $267k -99% 2.2k 118.98
Tal Education Group Sponsored Ads (TAL) 0.0 $68k 17k 3.92

Past Filings by Polen Capital Management

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

View all past filings