POLEN CAPITAL MANAGEMENT LLC

CIK

1034524

Location

Boca Raton, FL

Portfolio Value

Large $13,362,137,347

Diversification

Diversified

Filing Date

Global Rank

#357 / 8,622 ▼ 89 · as of Mar 2026

Top Industry

Software - Infrastructure 15.5%

3Y Alpha vs SPY

-13.9%

Period ended 4 months ago

Filed May 14, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+15.5%

SPY

+67.9%

Annualised alpha

-13.9%

Max drawdown

−24.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

209 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.9%

−1.3 pts

Top 5

32.3%

−4.0 pts

Top 10

60.0%

−1.3 pts

HHI

466

Diversified−22

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	44.8%	$5,986,423,312	46
Financial Services	18.7%	$2,496,238,146	25
Healthcare	15.8%	$2,106,817,618	38
Consumer Cyclical	13.2%	$1,762,739,633	26
Real Estate	3.8%	$510,058,758	4
Communication Services	2.6%	$353,518,272	8
Industrials	0.9%	$122,442,346	43
Energy	0.1%	$11,720,954	7
Basic Materials	0.0%	$5,742,010	5
Consumer Defensive	0.0%	$3,402,978	4
Unclassified	0.0%	$2,443,327	1
Utilities	0.0%	$589,993	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSGP	Costar Group, Inc.	+7,679,432	12,570,368	$507,088,645
NOW	ServiceNow, Inc.	+1,588,665	7,269,453	$760,021,311
BKD	Brookdale Senior Living Inc.	+219,786	420,374	$5,750,716
TSHA	Taysha Gene Therapies, Inc.	+163,162	319,748	$1,429,273
BW	Babcock & Wilcox Enterprises, Inc.	+149,212	271,492	$3,988,217
AMPX	Amprius Technologies, Inc.	+133,855	422,145	$7,117,364
YOU	Clear Secure, Inc.	+106,575	145,900	$7,063,019
PL	Planet Labs PBC	+102,376	213,914	$5,978,896
FIGR	Figure Technology Solutions, Inc.	+92,831	105,634	$3,586,274
CCO	Clear Channel Outdoor Holdings, Inc.	+78,796	174,708	$414,057
CECO	Ceco Environmental Corp	+73,456	143,231	$8,533,702
FIGS	FIGS, Inc.	+72,609	121,437	$1,793,624
NU	Nu Holdings Ltd.	+59,402	1,217,238	$17,491,710
SEI	Solaris Energy Infrastructure, Inc.	+55,078	83,675	$4,728,474
CAAP	Corporacion America Airports S.A.	+54,150	106,069	$2,682,485
AEHR	Aehr Test Systems	+49,285	79,396	$2,944,003
REAL	TheRealReal, Inc.	+46,777	221,865	$2,014,534
JOBY	Joby Aviation, Inc.	+44,687	294,754	$2,434,668
DNLI	Denali Therapeutics Inc.	+38,401	65,301	$1,253,779
KRMN	Karman Holdings Inc.	+37,611	44,066	$3,527,483
SPOT	Spotify Technology S.A.	+35,771	107,429	$52,093,396
PRLB	Proto Labs Inc	+33,446	37,594	$2,143,609
MAMA	Mama's Creations, Inc.	+32,419	65,408	$1,003,358
METC	Ramaco Resources, Inc.	+31,067	119,574	$1,848,614
LTH	Life Time Group Holdings, Inc.	+30,872	40,481	$1,090,558
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−4,756,982	3,896,739	$811,573,831
ABT	Abbott Laboratories	−3,947,149	15,081	$1,548,366
BSX	Boston Scientific Corp	−3,439,813	579,739	$36,378,622
ORCL	Oracle Corp	−2,161,239	5,024,257	$739,118,447
PAYC	Paycom Software, Inc.	−1,804,197	30,831	$3,747,199
SBUX	Starbucks Corp	−1,729,820	5,055,488	$452,921,169
ZTS	Zoetis Inc.	−1,339,593	4,223,076	$499,209,813
ADBE	Adobe Inc.	−1,333,720	11,868	$2,884,873
NVDA	Nvidia Corp	−1,223,865	4,104,247	$715,780,676
MSFT	Microsoft Corp	−1,064,097	2,845,888	$1,053,462,360
V	Visa Inc.	−929,582	2,445,760	$739,206,502
SHOP	Shopify Inc.	−895,132	6,306,740	$748,105,498
AVGO	Broadcom Inc.	−834,070	2,697,567	$834,923,962
ABNB	Airbnb, Inc.	−756,983	2,273,747	$287,128,771
UBER	Uber Technologies, Inc	−647,865	2,917,928	$209,886,561
MA	Mastercard Inc	−590,339	1,541,388	$770,169,928
ACN	Accenture plc	−527,959	1,354,748	$268,632,980
INTU	Intuit Inc.	−492,803	19,853	$8,584,040
AON	Aon plc	−492,241	1,354,053	$437,061,227
MSCI	MSCI Inc.	−401,576	929,509	$501,014,646
HDB	Hdfc Bank Ltd	−343,081	23,926	$595,278
LLY	ELI LILLY & Co	−331,533	914,557	$841,182,091
IDXX	Idexx Laboratories Inc /De	−264,726	695,811	$390,969,242
ISRG	Intuitive Surgical Inc	−235,792	606,826	$279,740,717
ADPT	Adaptive Biotechnologies Corp	−209,716	116,051	$402,696
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
META	Meta Platforms, Inc.	476,663	$272,713,202
LRCX	Lam Research Corp	1,054,495	$225,303,401
ROL	Rollins Inc	2,177,678	$116,309,781
DOCN	DigitalOcean Holdings, Inc.	96,206	$8,252,550
FSLY	Fastly, Inc.	238,518	$6,931,333
AZN	Astrazeneca PLC	26,046	$5,136,792
PRAX	Praxis Precision Medicines, Inc.	10,043	$3,235,754
SITM	SITIME Corp	7,101	$2,452,330
VICR	Vicor Corp	13,899	$2,237,739
AZZ	Azz Inc	14,438	$1,806,626
AIR	Aar Corp	16,208	$1,774,127
LIND	Lindblad Expeditions Holdings, Inc.	102,127	$1,766,797
LFUS	Littelfuse Inc /De	4,959	$1,682,836
SHAK	Shake Shack Inc.	18,840	$1,666,774
WT	WisdomTree, Inc.	109,005	$1,587,112
WULF	Terawulf Inc.	106,375	$1,534,991
NXE	NexGen Energy Ltd.	117,610	$1,364,276
OUT	OUTFRONT Media Inc.	51,411	$1,362,391
CAKE	Cheesecake Factory Inc	24,822	$1,359,004
AAOI	Applied Optoelectronics, Inc.	14,913	$1,261,490
CRCL	Circle Internet Group, Inc.	13,098	$1,249,680
IONQ	IonQ, Inc.	42,109	$1,214,002
TWST	Twist Bioscience Corp	24,037	$1,142,238
VPG	Vishay Precision Group, Inc.	24,263	$1,053,499
FN	Fabrinet	1,930	$1,006,533
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ICLR	Icon PLC	105,206	$19,170,637
MNDY	monday.com Ltd.	79,332	$11,706,229
GLOB	Globant S.A.	90,462	$5,913,500
MMYT	MakeMyTrip Ltd	53,658	$4,406,394
PDD	PDD Holdings Inc.	31,329	$3,552,395
KARO	Karooooo Ltd.	74,821	$3,404,355
HURN	Huron Consulting Group Inc.	15,086	$2,608,520
WDAY	Workday, Inc.	10,782	$2,315,757
ATEC	Alphatec Holdings, Inc.	95,761	$2,014,811
RDVT	Red Violet, Inc.	30,328	$1,727,179
TMO	Thermo Fisher Scientific Inc.	2,307	$1,336,791
PGY	Pagaya Technologies Ltd.	63,497	$1,327,087
GRAL	GRAIL, Inc.	13,526	$1,157,690
LQDA	Liquidia Corp	33,538	$1,156,725
AORT	Artivion, Inc.	25,259	$1,152,062
CRDO	Credo Technology Group Holding Ltd	7,915	$1,138,889
HHH	Howard Hughes Holdings Inc.	13,980	$1,115,184
XERS	Xeris Biopharma Holdings, Inc.	133,416	$1,047,315
CEG	Constellation Energy Corp	2,812	$993,395
KURA	Kura Oncology, Inc.	90,847	$943,900
TDUP	ThredUp Inc.	145,615	$930,479
UPWK	Upwork, Inc	43,111	$854,460
SWIM	Latham Group, Inc.	112,388	$713,663
AMSC	American Superconductor Corp /De/	23,565	$678,200
ODD	Oddity Tech Ltd	16,175	$649,911
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

209 tracked positions · $13,362,137,347 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 209 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	2,845,888	-1,064,097	$1,053,462,360	−44.3%	7.88%
LLY	ELI LILLY & Co Healthcare	Reduced	914,557	-331,533	$841,182,091	−37.2%	6.30%
AVGO	Broadcom Inc. Technology	Reduced	2,697,567	-834,070	$834,923,962	−31.7%	6.25%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,896,739	-4,756,982	$811,573,831	−59.4%	6.07%
MA	Mastercard Inc Financial Services	Reduced	1,541,388	-590,339	$770,169,928	−36.7%	5.76%
NOW	ServiceNow, Inc. Technology	Added	7,269,453	+1,588,665	$760,021,311	−12.7%	5.69%
SHOP	Shopify Inc. Technology	Reduced	6,306,740	-895,132	$748,105,498	−35.5%	5.60%
V	Visa Inc. Financial Services	Reduced	2,445,760	-929,582	$739,206,502	−37.6%	5.53%
ORCL	Oracle Corp Technology	Reduced	5,024,257	-2,161,239	$739,118,447	−47.2%	5.53%
NVDA	Nvidia Corp Technology	Reduced	4,104,247	-1,223,865	$715,780,676	−28.0%	5.36%
CSGP	Costar Group, Inc. Real Estate	Added	12,570,368	+7,679,432	$507,088,645	+54.2%	3.79%
MSCI	MSCI Inc. Financial Services	Reduced	929,509	-401,576	$501,014,646	−34.4%	3.75%
ZTS	Zoetis Inc. Healthcare	Reduced	4,223,076	-1,339,593	$499,209,813	−28.7%	3.74%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	5,055,488	-1,729,820	$452,921,169	−20.7%	3.39%
AON	Aon plc Financial Services	Reduced	1,354,053	-492,241	$437,061,227	−32.9%	3.27%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	695,811	-264,726	$390,969,242	−39.8%	2.93%
ABNB	Airbnb, Inc. Consumer Cyclical	Reduced	2,273,747	-756,983	$287,128,771	−30.2%	2.15%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	606,826	-235,792	$279,740,717	−41.4%	2.09%
META	Meta Platforms, Inc. Communication Services	NEW	476,663	NEW	$272,713,202	NEW	2.04%
ACN	Accenture plc Technology	Reduced	1,354,748	-527,959	$268,632,980	−46.8%	2.01%
SNPS	Synopsys Inc Technology	Reduced	671,233	-173,648	$266,130,459	−32.9%	1.99%
LRCX	Lam Research Corp Technology	NEW	1,054,495	NEW	$225,303,401	NEW	1.69%
UBER	Uber Technologies, Inc Technology	Reduced	2,917,928	-647,865	$209,886,561	−28.0%	1.57%
ROL	Rollins Inc Consumer Cyclical	NEW	2,177,678	NEW	$116,309,781	NEW	0.87%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	34,452	-13,468	$59,568,197	−38.3%	0.45%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	174,686	-25,907	$59,035,133	−3.2%	0.44%
SPOT	Spotify Technology S.A. Communication Services	Added	107,429	+35,771	$52,093,396	+25.2%	0.39%
BSX	Boston Scientific Corp Healthcare	Reduced	579,739	-3,439,813	$36,378,622	−90.5%	0.27%
ASML	Asml Holding NV Technology	Added	16,072	+4,877	$21,228,379	+77.2%	0.16%
NU	Nu Holdings Ltd. Financial Services	Added	1,217,238	+59,402	$17,491,710	−9.8%	0.13%
SAP	Sap SE Technology	Reduced	66,674	-166,658	$11,415,255	−79.9%	0.09%
AGX	Argan Inc Industrials	Reduced	17,981	-6,905	$9,793,351	+25.6%	0.07%
POWL	Powell Industries Inc Industrials	Reduced	17,485	-2,856	$9,460,783	+45.9%	0.07%
BE	Bloom Energy Corp Industrials	Reduced	67,231	-29,803	$9,109,128	+8.0%	0.07%
INTU	Intuit Inc. Technology	Reduced	19,853	-492,803	$8,584,040	−97.5%	0.06%
CECO	Ceco Environmental Corp Industrials	Added	143,231	+73,456	$8,533,702	+104.3%	0.06%
DOCN	DigitalOcean Holdings, Inc. Technology	NEW	96,206	NEW	$8,252,550	NEW	0.06%
GOOGL	Alphabet Inc. Communication Services	Reduced	28,195	-2,669	$8,107,754	−16.1%	0.06%
NFLX	Netflix Inc Communication Services	Reduced	83,285	-90,512	$8,007,852	−50.9%	0.06%
BWXT	BWX Technologies, Inc. Industrials	Reduced	38,123	-6,705	$7,795,772	+0.6%	0.06%
VSEC	Vse Corp Industrials	Added	42,040	+7,650	$7,752,176	+30.5%	0.06%
AMPX	Amprius Technologies, Inc. Industrials	Added	422,145	+133,855	$7,117,364	+212.9%	0.05%
YOU	Clear Secure, Inc. Technology	Added	145,900	+106,575	$7,063,019	+412.0%	0.05%
FSLY	Fastly, Inc. Technology	NEW	238,518	NEW	$6,931,333	NEW	0.05%
MOD	Modine Manufacturing Co Consumer Cyclical	Added	29,042	+14,733	$6,293,691	+229.4%	0.05%
PL	Planet Labs PBC Industrials	Added	213,914	+102,376	$5,978,896	+171.8%	0.04%
DLO	dLocal Ltd Technology	Reduced	458,909	-7,900	$5,952,049	−9.8%	0.04%
BKD	Brookdale Senior Living Inc. Healthcare	Added	420,374	+219,786	$5,750,716	+165.7%	0.04%
IESC	IES Holdings, Inc. Industrials	Added	11,953	+1,012	$5,695,245	+33.8%	0.04%
SPHR	Sphere Entertainment Co. Communication Services	Added	48,293	+24,465	$5,669,598	+150.3%	0.04%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.