POLEN CAPITAL MANAGEMENT LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1034524
Institutional-grade research for retail investors
13F Reported Value
ⓘ$14.5B
Holdings
221
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
POLEN CAPITAL MANAGEMENT LLC disclosed 221 positions worth $14.5B in its Form 13F-HR for Q1 2026, led by $MSFT (MICROSOFT CORP) at 7.3% of the equity portfolio, followed by $GOOGL and $LLY. During the quarter the fund opened 68 new positions and exited 79 — including a new stake in $META and a full exit from $ICLR. The portfolio is most concentrated in Technology (47.9% of disclosed assets). All figures are sourced directly from POLEN CAPITAL MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 1034524.
AI Fund Analysis
DiversifyingSector Allocation
TechnologyFinancialsHealthcareConsumer DiscretionaryIndustrialsOther
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 83.7#15
Quality
$1.1B2,845,888 sh - 80.2#45
Quality
$845.3M2,946,637 sh - 89.3#2
Quality
$841.2M914,557 sh - 86.4
Quality
$834.9M2,697,567 sh - 74.6
Quality
$811.6M3,896,739 sh - 81.7
Quality
$770.2M1,541,388 sh - 76.0
Quality
$760.0M7,269,453 sh - —
Quality
$748.1M6,306,740 sh - 83.5
Quality
$739.2M2,445,760 sh - 67.2
Quality
$739.1M5,024,257 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 MICROSOFT CORP$MSFT | 83.7#15 | $1.1B | 2,845,888 |
 Alphabet Inc.$GOOGL | 80.2#45 | $845.3M | 2,946,637 |
 ELI LILLY & Co$LLY | 89.3#2 | $841.2M | 914,557 |
 Broadcom Inc.$AVGO | 86.4 | $834.9M | 2,697,567 |
 AMAZON COM INC$AMZN | 74.6 | $811.6M | 3,896,739 |
 Mastercard Inc$MA | 81.7 | $770.2M | 1,541,388 |
 ServiceNow, Inc.$NOW | 76.0 | $760.0M | 7,269,453 |
 SHOPIFY INC.$SHOP | — | $748.1M | 6,306,740 |
 VISA INC.$V | 83.5 | $739.2M | 2,445,760 |
 ORACLE CORP$ORCL | 67.2 | $739.1M | 5,024,257 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of POLEN CAPITAL MANAGEMENT LLC's 221 positions.
Showing top 10 of 221 holdings.
Sector Allocation
Technology
$6.9B
Financials
$2.5B
Healthcare
$2.1B
Consumer Discretionary
$1.3B
Industrials
$1.2B
Other
$240.5M
Communication Services
$73.8M
Materials
$13.1M
Full Holdings — POLEN CAPITAL MANAGEMENT LLC (Q1 2026)
All 221 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MSFT | MICROSOFT CORP | $1.1B | 7.3% | -27% | 83.7 |
| 2 | $GOOGL | Alphabet Inc. | $845.3M | 5.8% | -27% | 80.2 |
| 3 | $LLY | ELI LILLY & Co | $841.2M | 5.8% | -27% | 89.3 |
| 4 | $AVGO | Broadcom Inc. | $834.9M | 5.8% | -24% | 86.4 |
| 5 | $AMZN | AMAZON COM INC | $811.6M | 5.6% | -55% | 74.6 |
| 6 | $MA | Mastercard Inc | $770.2M | 5.3% | -28% | 81.7 |
| 7 | $NOW | ServiceNow, Inc. | $760.0M | 5.3% | +28% | 76 |
| 8 | $SHOP | SHOPIFY INC. | $748.1M | 5.2% | -12% | — |
| 9 | $V | VISA INC. | $739.2M | 5.1% | -28% | 83.5 |
| 10 | $ORCL | ORACLE CORP | $739.1M | 5.1% | -30% | 67.2 |
| 11 |  $NVDA | NVIDIA CORP | $715.8M | 5.0% | -23% | 90.2 |
| 12 |  $CSGP | COSTAR GROUP, INC. | $507.1M | 3.5% | +157% | 49.5 |
| 13 |  $MSCI | MSCI Inc. | $501.0M | 3.5% | -30% | 77.6 |
| 14 |  $ZTS | Zoetis Inc. | $499.2M | 3.5% | -24% | 72.6 |
| 15 |  $SBUX | STARBUCKS CORP | $452.9M | 3.1% | -25% | 54.6 |
| 16 |  $AON | Aon plc | $437.1M | 3.0% | -27% | — |
| 17 |  $IDXX | IDEXX LABORATORIES INC /DE | $391.0M | 2.7% | -28% | 73.6 |
| 18 |  $ABNB | Airbnb, Inc. | $287.1M | 2.0% | -25% | 70.1 |
| 19 |  $ISRG | INTUITIVE SURGICAL INC | $279.7M | 1.9% | -28% | 81.4 |
| 20 |  $META | Meta Platforms, Inc. | $272.7M | 1.9% | NEW | 80.9 |
| 21 |  $ACN | Accenture plc | $268.6M | 1.9% | -28% | — |
| 22 |  $SNPS | SYNOPSYS INC | $266.1M | 1.8% | -21% | 63.1 |
| 23 |  $LRCX | LAM RESEARCH CORP | $225.3M | 1.6% | NEW | 82.4 |
| 24 |  $UBER | Uber Technologies, Inc | $209.9M | 1.4% | -18% | 79.3 |
| 25 | — | ISHARES TR | $173.5M | 1.2% | -48% | — |
| 26 |  $ROL | ROLLINS INC | $116.3M | 0.8% | NEW | 73.2 |
| 27 |  $MELI | MERCADOLIBRE INC | $59.6M | 0.4% | -28% | 77.5 |
| 28 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $59.0M | 0.4% | -13% | — |
| 29 |  $SPOT | Spotify Technology S.A. | $52.1M | 0.4% | +50% | — |
| 30 | — | ISHARES TR | $42.4M | 0.3% | -50% | — |
| 31 |  $BSX | BOSTON SCIENTIFIC CORP | $36.4M | 0.3% | -86% | 79.9 |
| 32 |  $ASML | ASML HOLDING NV | $21.2M | 0.1% | +44% | — |
| 33 |  $NU | Nu Holdings Ltd. | $17.5M | 0.1% | +5% | — |
| 34 |  $SAP | SAP SE | $11.4M | 0.1% | -71% | — |
| 35 |  $AGX | ARGAN INC | $9.8M | 0.1% | -28% | 79.2 |
| 36 |  $POWL | POWELL INDUSTRIES INC | $9.5M | 0.1% | -14% | 69.5 |
| 37 |  $BE | Bloom Energy Corp | $9.1M | 0.1% | -11% | 54.4 |
| 38 |  $INTU | INTUIT INC. | $8.6M | 0.1% | -96% | 82 |
| 39 |  $BELFA | BEL FUSE INC /NJ | $8.6M | 0.1% | +92% | 60.7 |
| 40 |  $CECO | CECO ENVIRONMENTAL CORP | $8.5M | 0.1% | +105% | 62.8 |
| 41 |  $DOCN | DigitalOcean Holdings, Inc. | $8.3M | 0.1% | NEW | 73.7 |
| 42 |  $GOOG | Alphabet Inc. | $8.1M | 0.1% | -9% | 80.2 |
| 43 |  $NFLX | NETFLIX INC | $8.0M | 0.1% | -52% | 86.7 |
| 44 |  $BWXT | BWX Technologies, Inc. | $7.8M | 0.1% | +18% | 68 |
| 45 |  $VSEC | VSE CORP | $7.8M | 0.1% | +22% | 56.4 |
| 46 |  $AMPX | Amprius Technologies, Inc. | $7.1M | 0.1% | +46% | 34.9 |
| 47 |  $YOU | Clear Secure, Inc. | $7.1M | 0.1% | +271% | 74 |
| 48 | — | VANGUARD INDEX FDS | $7.0M | 0.1% | -52% | — |
| 49 |  $FSLY | Fastly, Inc. | $6.9M | 0.1% | NEW | 40.2 |
| 50 |  $MOD | MODINE MANUFACTURING CO | $6.3M | 0.0% | +103% | 48.8 |
| 51 |  $PL | Planet Labs PBC | $6.0M | 0.0% | +92% | 42.2 |
| 52 |  $DLO | dLocal Ltd | $6.0M | 0.0% | -2% | — |
| 53 |  $BKD | Brookdale Senior Living Inc. | $5.8M | 0.0% | +110% | 43.1 |
| 54 |  $IESC | IES Holdings, Inc. | $5.7M | 0.0% | +9% | 73.5 |
| 55 |  $SPHR | Sphere Entertainment Co. | $5.7M | 0.0% | +103% | 50.3 |
| 56 |  $WTW | WILLIS TOWERS WATSON PLC | $5.6M | 0.0% | -29% | — |
| 57 | — | ISHARES TR | $5.4M | 0.0% | -88% | — |
| 58 |  $MDT | Medtronic plc | $5.3M | 0.0% | -28% | — |
| 59 | — | ISHARES INC | $5.2M | 0.0% | NEW | — |
| 60 |  $LASR | NLIGHT, INC. | $5.1M | 0.0% | +46% | 41.3 |
| 61 |  $AZN | ASTRAZENECA PLC | $5.1M | 0.0% | NEW | — |
| 62 |  $WGS | GeneDx Holdings Corp. | $5.0M | 0.0% | +29% | 38.6 |
| 63 |  $CRS | CARPENTER TECHNOLOGY CORP | $4.9M | 0.0% | +105% | 69.9 |
| 64 |  $SEI | Solaris Energy Infrastructure, Inc. | $4.7M | 0.0% | +193% | 56.9 |
| 65 |  $BW | Babcock & Wilcox Enterprises, Inc. | $4.0M | 0.0% | +122% | 40 |
| 66 |  $TME | Tencent Music Entertainment Group | $3.8M | 0.0% | -1% | — |
| 67 |  $PAYC | Paycom Software, Inc. | $3.7M | 0.0% | -98% | 69.8 |
| 68 |  $FIGR | Figure Technology Solutions, Inc. | $3.6M | 0.0% | +725% | — |
| 69 |  $KRMN | Karman Holdings Inc. | $3.5M | 0.0% | +583% | 56.1 |
| 70 |  $BBIO | BridgeBio Pharma, Inc. | $3.4M | 0.0% | +20% | 31.7 |
| 71 |  $PRAX | Praxis Precision Medicines, Inc. | $3.2M | 0.0% | NEW | — |
| 72 |  $GH | Guardant Health, Inc. | $3.2M | 0.0% | +77% | 36.1 |
| 73 |  $IBN | ICICI BANK LTD | $3.1M | 0.0% | -5% | — |
| 74 |  $ONON | On Holding AG | $3.0M | 0.0% | -55% | — |
| 75 |  $AEHR | AEHR TEST SYSTEMS | $2.9M | 0.0% | +164% | 16.3 |
| 76 |  $ROAD | Construction Partners, Inc. | $2.9M | 0.0% | +148% | 62.9 |
| 77 |  $ADBE | ADOBE INC. | $2.9M | 0.0% | -99% | 80.4 |
| 78 |  $ATRO | ASTRONICS CORP | $2.8M | 0.0% | -21% | 57.1 |
| 79 |  $AXTI | AXT INC | $2.8M | 0.0% | +122% | 30.9 |
| 80 |  $TSLA | Tesla, Inc. | $2.7M | 0.0% | -10% | 50.1 |
| 81 |  $SE | Sea Ltd | $2.7M | 0.0% | -23% | — |
| 82 |  $TIGO | MILLICOM INTERNATIONAL CELLULAR SA | $2.7M | 0.0% | +104% | — |
| 83 |  $CAAP | CORPORACION AMERICA AIRPORTS S.A. | $2.7M | 0.0% | +104% | — |
| 84 |  $W | Wayfair Inc. | $2.6M | 0.0% | +31% | 40.5 |
| 85 |  $VCTR | Victory Capital Holdings, Inc. | $2.6M | 0.0% | +258% | 75.5 |
| 86 |  $PTGX | Protagonist Therapeutics, Inc | $2.6M | 0.0% | +20% | 24.8 |
| 87 |  $SRRK | Scholar Rock Holding Corp | $2.6M | 0.0% | +139% | — |
| 88 |  $SITM | SITIME Corp | $2.5M | 0.0% | NEW | 44.6 |
| 89 |  $SPY | SPDR S&P 500 ETF TRUST | $2.4M | 0.0% | -44% | — |
| 90 |  $JOBY | Joby Aviation, Inc. | $2.4M | 0.0% | +18% | 28.7 |
| 91 |  $OPY | OPPENHEIMER HOLDINGS INC | $2.4M | 0.0% | +65% | 46.6 |
| 92 |  $FTI | TechnipFMC plc | $2.4M | 0.0% | -5% | — |
| 93 |  $CVNA | CARVANA CO. | $2.3M | 0.0% | -18% | 69.2 |
| 94 |  $VICR | VICOR CORP | $2.2M | 0.0% | NEW | 63.6 |
| 95 |  $RHLD | Resolute Holdings Management, Inc. | $2.2M | 0.0% | -35% | 63.9 |
| 96 |  $ASTE | ASTEC INDUSTRIES INC | $2.2M | 0.0% | +84% | 51.4 |
| 97 |  $CCJ | CAMECO CORP | $2.2M | 0.0% | -28% | — |
| 98 |  $PRLB | Proto Labs Inc | $2.1M | 0.0% | +806% | 51.2 |
| 99 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $2.1M | 0.0% | +49% | 48 |
| 100 |  $REAL | TheRealReal, Inc. | $2.0M | 0.0% | +27% | 54.2 |
| 101 |  $IRMD | IRADIMED CORP | $2.0M | 0.0% | -23% | 68.4 |
| 102 |  $PLPC | PREFORMED LINE PRODUCTS CO | $2.0M | 0.0% | +30% | 48.6 |
| 103 |  $CELC | Celcuity Inc. | $2.0M | 0.0% | +269% | — |
| 104 |  $MIRM | Mirum Pharmaceuticals, Inc. | $1.9M | 0.0% | +54% | 32.7 |
| 105 |  $ERO | Ero Copper Corp. | $1.9M | 0.0% | +54% | — |
| 106 |  $METC | Ramaco Resources, Inc. | $1.8M | 0.0% | +35% | 24.1 |
| 107 |  $AZZ | AZZ INC | $1.8M | 0.0% | NEW | 57.2 |
| 108 |  $FIGS | FIGS, Inc. | $1.8M | 0.0% | +149% | 51.5 |
| 109 |  $AIR | AAR CORP | $1.8M | 0.0% | NEW | 65.3 |
| 110 |  $LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | $1.8M | 0.0% | NEW | 53.8 |
| 111 | — | ISHARES TR | $1.8M | 0.0% | -80% | — |
| 112 |  $LFUS | LITTELFUSE INC /DE | $1.7M | 0.0% | NEW | 58.7 |
| 113 |  $SHAK | Shake Shack Inc. | $1.7M | 0.0% | NEW | 54.5 |
| 114 |  $BFLY | Butterfly Network, Inc. | $1.6M | 0.0% | -14% | 29.5 |
| 115 |  $SOFI | SoFi Technologies, Inc. | $1.6M | 0.0% | -12% | 53.8 |
| 116 |  $ADPT | Adaptive Biotechnologies Corp | $1.6M | 0.0% | -64% | 35.2 |
| 117 |  $WT | WisdomTree, Inc. | $1.6M | 0.0% | NEW | 62.9 |
| 118 |  $KOD | Kodiak Sciences Inc. | $1.6M | 0.0% | +0% | — |
| 119 |  $ABT | ABBOTT LABORATORIES | $1.5M | 0.0% | -100% | 67 |
| 120 |  $WULF | TERAWULF INC. | $1.5M | 0.0% | NEW | 25.2 |
| 121 |  $IRS | IRSA INVESTMENTS & REPRESENTATIONS INC | $1.5M | 0.0% | -9% | — |
| 122 |  $RKLB | Rocket Lab Corp | $1.5M | 0.0% | +54% | 37.2 |
| 123 | — | GLOBAL X FDS | $1.5M | 0.0% | -32% | — |
| 124 |  $AX | Axos Financial, Inc. | $1.4M | 0.0% | +53% | 34.3 |
| 125 |  $TSHA | Taysha Gene Therapies, Inc. | $1.4M | 0.0% | +104% | 4.1 |
| 126 |  $GHM | GRAHAM CORP | $1.4M | 0.0% | +187% | 53.6 |
| 127 |  $ESTA | ESTABLISHMENT LABS HOLDINGS INC. | $1.4M | 0.0% | +39% | 26.7 |
| 128 |  $NXE | NexGen Energy Ltd. | $1.4M | 0.0% | NEW | — |
| 129 |  $OUT | OUTFRONT Media Inc. | $1.4M | 0.0% | NEW | 43.7 |
| 130 |  $CAKE | CHEESECAKE FACTORY INC | $1.4M | 0.0% | NEW | 58.3 |
| 131 |  $NUVL | Nuvalent, Inc. | $1.3M | 0.0% | +100% | — |
| 132 |  $AAOI | APPLIED OPTOELECTRONICS, INC. | $1.3M | 0.0% | NEW | 40.6 |
| 133 |  $ESQ | Esquire Financial Holdings, Inc. | $1.3M | 0.0% | +0% | — |
| 134 |  $DNLI | Denali Therapeutics Inc. | $1.3M | 0.0% | +143% | — |
| 135 |  $CRCL | Circle Internet Group, Inc. | $1.2M | 0.0% | NEW | 44.8 |
| 136 |  $IONQ | IonQ, Inc. | $1.2M | 0.0% | NEW | 32.8 |
| 137 |  $IE | Ivanhoe Electric Inc. | $1.1M | 0.0% | -38% | 27.9 |
| 138 |  $TWST | Twist Bioscience Corp | $1.1M | 0.0% | NEW | 33.3 |
| 139 | — | ISHARES TR | $1.1M | 0.0% | +127% | — |
| 140 |  $LTH | Life Time Group Holdings, Inc. | $1.1M | 0.0% | +321% | 67.8 |
| 141 |  $SION | Sionna Therapeutics, Inc. | $1.1M | 0.0% | -14% | — |
| 142 |  $VPG | Vishay Precision Group, Inc. | $1.1M | 0.0% | NEW | 33 |
| 143 |  $STRL | STERLING INFRASTRUCTURE, INC. | $1.0M | 0.0% | +31% | 73.3 |
| 144 |  $CPF | CENTRAL PACIFIC FINANCIAL CORP | $1.0M | 0.0% | +46% | 60.9 |
| 145 |  $AAPL | Apple Inc. | $1.0M | 0.0% | -48% | 76.1 |
| 146 |  $FN | Fabrinet | $1.0M | 0.0% | NEW | 72.4 |
| 147 |  $MAMA | Mama's Creations, Inc. | $1.0M | 0.0% | +98% | 55.1 |
| 148 |  $XMTR | Xometry, Inc. | $1.0M | 0.0% | +10% | 41.3 |
| 149 |  $FLR | FLUOR CORP | $980,163 | 0.0% | NEW | 66.2 |
| 150 |  $CALY | Callaway Golf Co | $977,582 | 0.0% | NEW | 34.1 |
| 151 |  $WINA | WINMARK CORP | $976,097 | 0.0% | +166% | 65.9 |
| 152 |  $OPLN | OPENLANE, Inc. | $972,473 | 0.0% | -28% | 63.9 |
| 153 |  $ADTN | ADTRAN Holdings, Inc. | $952,155 | 0.0% | NEW | 41.6 |
| 154 |  $FROG | JFrog Ltd | $949,863 | 0.0% | +105% | — |
| 155 |  $HCI | HCI Group, Inc. | $944,049 | 0.0% | -66% | 76.8 |
| 156 |  $LRN | Stride, Inc. | $932,045 | 0.0% | NEW | 71.1 |
| 157 |  $KTB | Kontoor Brands, Inc. | $927,266 | 0.0% | NEW | 58.8 |
| 158 |  $DOV | DOVER Corp | $912,950 | 0.0% | -80% | 63.1 |
| 159 |  $CEPT | Cantor Equity Partners II, Inc. | $902,400 | 0.0% | NEW | — |
| 160 |  $GRBK | Green Brick Partners, Inc. | $849,709 | 0.0% | +102% | 63.1 |
| 161 |  $ARLO | Arlo Technologies, Inc. | $834,931 | 0.0% | NEW | 57.2 |
| 162 |  $CW | CURTISS WRIGHT CORP | $811,895 | 0.0% | -2% | 70.7 |
| 163 |  $APEI | AMERICAN PUBLIC EDUCATION INC | $803,259 | 0.0% | +0% | 60.3 |
| 164 |  $LPTH | LIGHTPATH TECHNOLOGIES INC | $792,922 | 0.0% | NEW | 33.2 |
| 165 |  $BKSY | BlackSky Technology Inc. | $770,953 | 0.0% | NEW | 15.7 |
| 166 |  $ETON | Eton Pharmaceuticals, Inc. | $743,806 | 0.0% | NEW | 51.9 |
| 167 |  $TMDX | TransMedics Group, Inc. | $737,821 | 0.0% | -31% | 70.1 |
| 168 |  $FLY | Firefly Aerospace Inc. | $725,957 | 0.0% | NEW | 46 |
| 169 |  $DAVE | Dave Inc./DE | $673,554 | 0.0% | -67% | 78.1 |
| 170 |  $OFRM | Once Upon a Farm, PBC | $664,317 | 0.0% | NEW | — |
| 171 |  $HDB | HDFC BANK LTD | $595,289 | 0.0% | -93% | — |
| 172 |  $VELO | Velo3D, Inc. | $576,856 | 0.0% | +54% | 15.2 |
| 173 |  $GPGI | GPGI, Inc. | $571,243 | 0.0% | +0% | 11.3 |
| 174 |  $BETR | Better Home & Finance Holding Co | $568,460 | 0.0% | NEW | 10.5 |
| 175 |  $ASPI | ASP Isotopes Inc. | $543,527 | 0.0% | -12% | 25.6 |
| 176 |  $EMBJ | EMBRAER S.A. | $542,249 | 0.0% | +15% | — |
| 177 |  $ORN | Orion Group Holdings Inc | $536,989 | 0.0% | NEW | 48.5 |
| 178 |  $LMND | Lemonade, Inc. | $515,167 | 0.0% | NEW | 36.8 |
| 179 |  $SMTC | SEMTECH CORP | $503,860 | 0.0% | NEW | 54.5 |
| 180 |  $ANIP | ANI PHARMACEUTICALS INC | $492,852 | 0.0% | NEW | 68.6 |
| 181 |  $THR | Thermon Group Holdings, Inc. | $477,086 | 0.0% | NEW | 58.1 |
| 182 |  $FTK | FLOTEK INDUSTRIES INC/CN/ | $469,085 | 0.0% | NEW | 60.5 |
| 183 |  $MTW | MANITOWOC CO INC | $464,590 | 0.0% | NEW | 39.4 |
| 184 |  $MIR | Mirion Technologies, Inc. | $463,281 | 0.0% | -69% | 51.1 |
| 185 |  $FTAI | FTAI Aviation Ltd. | $431,690 | 0.0% | -36% | — |
| 186 |  $ASND | Ascendis Pharma A/S | $414,459 | 0.0% | +50% | 41.5 |
| 187 |  $CCO | Clear Channel Outdoor Holdings, Inc. | $414,058 | 0.0% | +82% | 47.1 |
| 188 |  $VECO | VEECO INSTRUMENTS INC | $407,268 | 0.0% | NEW | 40.7 |
| 189 |  $DLX | DELUXE CORP | $389,884 | 0.0% | NEW | 54.2 |
| 190 |  $ANNX | Annexon, Inc. | $388,642 | 0.0% | NEW | — |
| 191 |  $MLKN | MILLERKNOLL, INC. | $380,370 | 0.0% | NEW | 46 |
| 192 |  $PAHC | PHIBRO ANIMAL HEALTH CORP | $374,725 | 0.0% | NEW | 71.7 |
| 193 |  $ANRO | Alto Neuroscience, Inc. | $373,460 | 0.0% | NEW | — |
| 194 |  $CEPU | CENTRAL PUERTO S.A. | $372,280 | 0.0% | NEW | — |
| 195 |  $AXSM | Axsome Therapeutics, Inc. | $357,646 | 0.0% | NEW | 36.6 |
| 196 |  $MITK | MITEK SYSTEMS INC | $357,008 | 0.0% | NEW | 56.2 |
| 197 |  $VTOL | Bristow Group Inc. | $350,878 | 0.0% | NEW | 60.4 |
| 198 |  $SKYT | SkyWater Technology, Inc | $348,518 | 0.0% | NEW | 68 |
| 199 |  $DNTH | Dianthus Therapeutics, Inc. /DE/ | $345,666 | 0.0% | NEW | 26.8 |
| 200 |  $TWLO | TWILIO INC | $340,721 | 0.0% | -11% | 59.5 |
| 201 |  $AA | Alcoa Corp | $329,992 | 0.0% | NEW | 66.2 |
| 202 |  $PURR | Hyperliquid Strategies Inc | $315,621 | 0.0% | NEW | — |
| 203 |  $SES | SES AI Corp | $308,101 | 0.0% | -5% | 8.1 |
| 204 |  $MLI | MUELLER INDUSTRIES INC | $306,805 | 0.0% | +2% | 77.5 |
| 205 |  $SNDK | Sandisk Corp | $287,809 | 0.0% | -76% | 88.8 |
| 206 |  $SN | SharkNinja, Inc. | $263,797 | 0.0% | NEW | — |
| 207 |  $NTRA | Natera, Inc. | $253,787 | 0.0% | -8% | 46.4 |
| 208 |  $FSLR | FIRST SOLAR, INC. | $251,507 | 0.0% | -85% | 73.8 |
| 209 |  $IT | GARTNER INC | $245,280 | 0.0% | -82% | 65.2 |
| 210 |  $VIST | Vista Energy, S.A.B. de C.V. | $242,561 | 0.0% | NEW | — |
| 211 |  $MTSI | MACOM Technology Solutions Holdings, Inc. | $236,060 | 0.0% | NEW | 70.6 |
| 212 |  $SMR | NUSCALE POWER Corp | $230,307 | 0.0% | -67% | 26.6 |
| 213 |  $CRM | Salesforce, Inc. | $226,859 | 0.0% | -53% | 75.2 |
| 214 |  $AFRM | Affirm Holdings, Inc. | $218,241 | 0.0% | -86% | 71.7 |
| 215 |  $TLN | Talen Energy Corp | $217,715 | 0.0% | -49% | 66.5 |
| 216 | — | SPDR SERIES TRUST | $209,489 | 0.0% | NEW | — |
| 217 |  $QXO | QXO, Inc. | $207,639 | 0.0% | NEW | 53.5 |
| 218 |  $GGAL | GRUPO FINANCIERO GALICIA SA | $204,963 | 0.0% | -79% | — |
| 219 |  $LOCO | El Pollo Loco Holdings, Inc. | $182,010 | 0.0% | NEW | 50.9 |
| 220 |  $NAUT | Nautilus Biotechnology, Inc. | $156,539 | 0.0% | NEW | — |
| 221 |  $OPEN | Opendoor Technologies Inc. | $81,778 | 0.0% | NEW | 37.1 |
New Positions (68)
$META Meta Platforms, Inc.$272.7M$LRCX LAM RESEARCH CORP$225.3M$ROL ROLLINS INC$116.3M$DOCN DigitalOcean Holdings, Inc.$8.3M$FSLY Fastly, Inc.$6.9M ISHARES INC$5.2M
$AZN ASTRAZENECA PLC$5.1M$PRAX Praxis Precision Medicines, Inc.$3.2M$SITM SITIME Corp$2.5M$VICR VICOR CORP$2.2M$AZZ AZZ INC$1.8M$AIR AAR CORP$1.8M$LIND LINDBLAD EXPEDITIONS HOLDINGS, INC.$1.8M$LFUS LITTELFUSE INC /DE$1.7M$SHAK Shake Shack Inc.$1.7MExited Positions (79)
$ICLR ICON PLC
$MNDY monday.com Ltd.
$GLOB Globant S.A.
$MMYT MakeMyTrip Ltd
$PDD PDD Holdings Inc.
$KARO Karooooo Ltd.
$HURN Huron Consulting Group Inc.
$WDAY Workday, Inc.$BWXTPUT BWX Technologies, Inc.
$ATEC Alphatec Holdings, Inc.$BEPUT Bloom Energy Corp
$RDVT Red Violet, Inc.
$TMO THERMO FISHER SCIENTIFIC INC.
$PGY Pagaya Technologies Ltd.
$GRAL GRAIL, Inc.Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for POLEN CAPITAL MANAGEMENT LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track POLEN CAPITAL MANAGEMENT LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for POLEN CAPITAL MANAGEMENT LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: POLEN CAPITAL MANAGEMENT LLC
13F Pro is an AI hedge fund tracker and stock research platform. For POLEN CAPITAL MANAGEMENT LLC (SEC CIK: 1034524), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in POLEN CAPITAL MANAGEMENT LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.