POLEN CAPITAL MANAGEMENT LLC
CIK 1034524 · EDGAR ↗
- sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped
- $14.5B
- every reported holding for this filer and quarter, including ones with no disclosed value
- 221
- positions with no comparable holding in the prior quarter (kind new), 2026-03-31
- 69
- positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
- 82
Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓
Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
by shares · How classified ↗Period
| The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping. | position matched across quarters by exact reported CUSIP over a registry gap — never a name match | NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE | derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero | Prev value | Curr value | Prev shares | Curr shares | |
|---|---|---|---|---|---|---|---|---|
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:11825 · issuer key iss:1225 | TRIM | −$837M | −1,064,097 | $1.9B | $1.1B | 3,909,985 | 2,845,888 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: CAP STK CL C · position key pos:17821 · issuer key iss:89 | TRIM | −$416M | −1,071,484 | $1.3B | $845M | 4,018,121 | 2,946,637 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:15863 · issuer key iss:1123 | TRIM | −$498M | −331,533 | $1.3B | $841M | 1,246,090 | 914,557 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:12827 · issuer key iss:323 | TRIM | −$387M | −834,070 | $1.2B | $835M | 3,531,637 | 2,697,567 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:14175 · issuer key iss:95 | TRIM | −$1.2B | −4,756,982 | $2.0B | $812M | 8,653,721 | 3,896,739 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: CL A · position key pos:14206 · issuer key iss:1193 | TRIM | −$447M | −590,339 | $1.2B | $770M | 2,131,727 | 1,541,388 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:13683 · issuer key iss:1648 | ADD | −$110M | +1,588,665 | $870M | $760M | 5,680,788 | 7,269,453 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: CL A SUB VTG SHS · position key pos:18191 · issuer key iss:1654 | TRIM | −$411M | −895,132 | $1.2B | $748M | 7,201,872 | 6,306,740 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM CL A · position key pos:12848 · issuer key iss:1921 | TRIM | −$445M | −929,582 | $1.2B | $739M | 3,375,342 | 2,445,760 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:16072 · issuer key iss:1370 | TRIM | −$661M | −2,161,239 | $1.4B | $739M | 7,185,496 | 5,024,257 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:15642 · issuer key iss:1334 | TRIM | −$278M | −1,223,865 | $994M | $716M | 5,328,112 | 4,104,247 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:17225 · issuer key iss:526 | ADD | +$178M | +7,679,432 | $329M | $507M | 4,890,936 | 12,570,368 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:16004 · issuer key iss:1161 | TRIM | −$263M | −401,576 | $764M | $501M | 1,331,085 | 929,509 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: CL A · position key pos:11897 · issuer key iss:2010 | TRIM | −$201M | −1,339,593 | $700M | $499M | 5,562,669 | 4,223,076 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:16012 · issuer key iss:1713 | TRIM | −$118M | −1,729,820 | $571M | $453M | 6,785,308 | 5,055,488 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: SHS CL A · position key pos:14354 · issuer key iss:2031 | TRIM | −$214M | −492,241 | $652M | $437M | 1,846,294 | 1,354,053 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:16368 · issuer key iss:953 | TRIM | −$259M | −264,726 | $650M | $391M | 960,537 | 695,811 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM CL A · position key pos:11979 · issuer key iss:57 | TRIM | −$124M | −756,983 | $411M | $287M | 3,030,730 | 2,273,747 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM NEW · position key pos:16805 · issuer key iss:997 | TRIM | −$197M | −235,792 | $477M | $280M | 842,618 | 606,826 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: CL A · position key pos:11390 · issuer key iss:720 | NEW | +$273M | +476,663 | $0 | $273M | — | 476,663 |
Flags: no row carries a flag.
1–20 of the 100 changes on this page
1–100 of 303 changes
Holdings without a security ID are counted, not compared. Method ↗
Reported positions — 2026-03-31
219 issuers · 221 rowsViewThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
| This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names. | a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing | Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets. | value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0 | Shares | Wt | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MICROSOFT CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $1.1B | 2,845,888 | 7.3% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ALPHABET INC | $853M | 2,974,832 | 5.9% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ELI LILLY & CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $841M | 914,557 | 5.8% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BROADCOM INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $835M | 2,697,567 | 5.8% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AMAZON COM INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $812M | 3,896,739 | 5.6% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MASTERCARD INCORPORATED · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $770M | 1,541,388 | 5.3% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SERVICENOW INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $760M | 7,269,453 | 5.3% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SHOPIFY INC · CL A SUB VTG SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $748M | 6,306,740 | 5.2% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VISA INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $739M | 2,445,760 | 5.1% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ORACLE CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $739M | 5,024,257 | 5.1% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NVIDIA CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $716M | 4,104,247 | 5.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COSTAR GROUP INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $507M | 12,570,368 | 3.5% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MSCI INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $501M | 929,509 | 3.5% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ZOETIS INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $499M | 4,223,076 | 3.5% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | STARBUCKS CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $453M | 5,055,488 | 3.1% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AON PLC · SHS CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $437M | 1,354,053 | 3.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | IDEXX LABS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $391M | 695,811 | 2.7% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AIRBNB INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $287M | 2,273,747 | 2.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | INTUITIVE SURGICAL INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $280M | 606,826 | 1.9% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | META PLATFORMS INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $273M | 476,663 | 1.9% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ACCENTURE PLC IRELAND · SHS CLASS A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $269M | 1,354,748 | 1.9% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SYNOPSYS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $266M | 671,233 | 1.8% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LAM RESEARCH CORP · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $225M | 1,054,495 | 1.6% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | UBER TECHNOLOGIES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $210M | 2,917,928 | 1.5% | |||||||
| — | ISHARES TR · RUS 1000 GRW ETF CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $173M | 406,863 | 1.2% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ROLLINS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $116M | 2,177,678 | 0.8% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MERCADOLIBRE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $59.6M | 34,452 | 0.4% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $59.0M | 174,686 | 0.4% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SPOTIFY TECHNOLOGY S A · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $52.1M | 107,429 | 0.4% | |||||||
| — | ISHARES TR2 positions · 2 reported rows
| $44.2M | 332,091 | 0.3% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BOSTON SCIENTIFIC CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $36.4M | 579,739 | 0.3% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ASML HLDG NV · N Y REGISTRY SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $21.2M | 16,072 | 0.1% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NU HLDGS LTD · ORD SHS CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $17.5M | 1,217,238 | 0.1% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SAP SE · SPON ADR CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $11.4M | 66,674 | 0.1% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ARGAN INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $9.8M | 17,981 | 0.1% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | POWELL INDS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $9.5M | 17,485 | 0.1% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BLOOM ENERGY CORP · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $9.1M | 67,231 | 0.1% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | INTUIT · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $8.6M | 19,853 | 0.1% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BEL FUSE INC · CL B CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $8.6M | 43,339 | 0.1% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CECO ENVIRONMENTAL CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $8.5M | 143,231 | 0.1% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DIGITALOCEAN HLDGS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $8.3M | 96,206 | 0.1% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NETFLIX INC. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $8.0M | 83,285 | 0.1% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BWX TECHNOLOGIES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $7.8M | 38,123 | 0.1% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VSE CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $7.8M | 42,040 | 0.1% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AMPRIUS TECHNOLOGIES INC · COMMON STOCK CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $7.1M | 422,145 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CLEAR SECURE INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $7.1M | 145,900 | 0.0% | |||||||
| — | VANGUARD INDEX FDS · GROWTH ETF CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $7.0M | 16,030 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FASTLY INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $6.9M | 238,518 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MODINE MFG CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $6.3M | 29,042 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PLANET LABS PBC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $6.0M | 213,914 | 0.0% | |||||||
| — | DLOCAL LTD · CLASS A COM CUSIP G29018101 quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $6.0M | 458,909 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BROOKDALE SR LIVING INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $5.8M | 420,374 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | IES HOLDINGS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $5.7M | 11,953 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SPHERE ENTERTAINMENT CO · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $5.7M | 48,293 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WILLIS TOWERS WATSON PLC LTD · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $5.6M | 19,376 | 0.0% | |||||||
| — | ISHARES TR · MSCI CHINA ETF CUSIP 46429B671 quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $5.4M | 96,813 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MEDTRONIC PLC · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $5.3M | 60,661 | 0.0% | |||||||
| — | ISHARES INC · MSCI TAIWAN ETF CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $5.2M | 72,894 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NLIGHT INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $5.1M | 89,791 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ASTRAZENECA PLC · ORD CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $5.1M | 26,046 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GENEDX HOLDINGS CORP · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $5.0M | 77,419 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CARPENTER TECHNOLOGY CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $4.9M | 12,431 | 0.0% | |||||||
| — | SOLARIS ENERGY INFRAS INC · COM CL A CUSIP 83418M103 quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $4.7M | 83,675 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BABCOCK & WILCOX ENTERPRISES · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $4.0M | 271,492 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TENCENT MUSIC ENTMT GROUP · SPON ADS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $3.8M | 410,278 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PAYCOM SOFTWARE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $3.7M | 30,831 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FIGURE TECHNOLOGY SOLUTIO · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $3.6M | 105,634 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | KARMAN HLDGS INC · COMMON STOCK CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $3.5M | 44,066 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BRIDGEBIO PHARMA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $3.4M | 45,934 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PRAXIS PRECISION MEDICINES I · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $3.2M | 10,043 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GUARDANT HEALTH INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $3.2M | 34,725 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ICICI BANK LIMITED · ADR CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $3.1M | 118,059 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ON HLDG AG · NAMEN AKT A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $3.0M | 88,051 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AEHR TEST SYS · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.9M | 79,396 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CONSTRUCTION PARTNERS INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.9M | 26,329 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ADOBE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.9M | 11,868 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ASTRONICS CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.8M | 42,410 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AXT INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.8M | 49,368 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TESLA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.7M | 7,368 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SEA LTD · SPONSORD ADS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.7M | 32,874 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MILLICOM INTL CELLULAR S A · COM STK CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.7M | 36,096 | 0.0% | |||||||
| — | CORPORACION AMER ARPTS S A · COM CUSIP L1995B107 quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $2.7M | 106,069 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WAYFAIR INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.6M | 35,216 | 0.0% | |||||||
| — | VICTORY CAP HLDGS INC DEL · COM CL A CUSIP 92645B103 quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $2.6M | 39,868 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PROTAGONIST THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.6M | 24,337 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SCHOLAR ROCK HLDG CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.6M | 51,951 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SITIME CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.5M | 7,101 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.4M | 3,757 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | JOBY AVIATION INC · COMMON STOCK CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.4M | 294,754 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | OPPENHEIMER HLDGS INC · CL A NON VTG CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.4M | 26,954 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TECHNIPFMC PLC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.4M | 34,293 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CARVANA CO · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.3M | 7,348 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VICOR CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.2M | 13,899 | 0.0% | |||||||
| — | RESOLUTE HLDGS MGMT INC · COM CUSIP 76134H101 quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $2.2M | 13,669 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ASTEC INDS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.2M | 41,172 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CAMECO CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.2M | 20,210 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PROTO LABS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.1M | 37,594 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | KRATOS DEFENSE & SEC SOLUTIO · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.1M | 29,265 | 0.0% | |||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | THE REALREAL INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.0M | 221,865 | 0.0% | |||||||
| — | IRADIMED CORP · COM CUSIP 46266A109 quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $2.0M | 20,744 | 0.0% |
1–20 of the 100 issuers on this page
1–100 of 219 issuers · page 1 of 3
One line per issuer, largest first — open a line for its reported rows. Grouping ↗
Book shape
Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.- 94.3%above median 80.0%
- integer Herfindahl–Hirschman index in basis points over disclosed position values
- 433 bpsbelow median 446 bps
- holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero
- 221 / 221median book 97.5 positions
303 quarter-over-quarter rows
Filing history
| Period | Source |
|---|---|
| 2026-03-31 | EDGAR ↗ |
Complete source filings on SEC EDGAR
The filing on EDGAR is the record, including any filed after this build.
Open POLEN CAPITAL MANAGEMENT LLC's 13F filings on SEC EDGAR ↗A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗
13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.
Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.
Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.
Affiliated managers may report the same position, so one position can appear under more than one filer.
Positions under confidential treatment may be omitted until a later amendment discloses them.
These are disclosures, not investment advice.