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
Tip: Access up to 7 years of quarterly data
Positions held by Polen Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv

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
- Polen Capital Management 2021 Q4 filed Feb. 11, 2022
- Polen Capital Management 2021 Q3 filed Nov. 10, 2021
- Polen Capital Management 2021 Q2 filed Aug. 12, 2021
- Polen Capital Management 2021 Q1 filed May 12, 2021
- Polen Capital Management 2020 Q4 filed Feb. 11, 2021
- Polen Capital Management 2020 Q3 filed Nov. 12, 2020
- Polen Capital Management 2020 Q2 filed Aug. 13, 2020
- Polen Capital Management 2020 Q1 filed May 11, 2020
- Polen Capital Management 2019 Q4 filed Feb. 6, 2020
- Polen Capital Management 2019 Q3 filed Nov. 12, 2019
- Polen Capital Management 2019 Q2 filed Aug. 12, 2019
- Polen Capital Management 2019 Q1 filed May 13, 2019
- Polen Capital Management 2018 Q4 filed Feb. 12, 2019
- Polen Capital Management 2018 Q3 filed Nov. 13, 2018
- Polen Capital Management 2018 Q2 filed Aug. 9, 2018
- Polen Capital Management 2018 Q1 filed May 11, 2018