POLEN CAPITAL MANAGEMENT LLC
Q4 2023 Form 13-F

BOCA RATON, FLORIDA
CIK 0001034524 · CRD 106093 · SEC-registered investment adviser
Holdings reported by PERSONAL CFO SOLUTIONS LLC since Q3 2019 , Advisory Services Network LLC since Q2 2019
$41.5B Reported Value Total

POLEN CAPITAL MANAGEMENT, LLC reports 3,397 total accounts under management (AUM). There are 3,397 discretionary accounts valued at $43,238,955,480, and 0 non-discretionary accounts.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered Discretionary Manager
Firm Brochure (Part 2A) Client Relationship Summary (Form CRS)
Private funds (Form ADV)
3 funds · $134.0M gross asset value
Hedge Fund: $110.5M · Other: $23.5M
Source: Form ADV filed 2026-09-30
Reported value
$41.5B
Quarter over quarter
+15.1%
Holdings
106
Top-10 concentration
64.0%

Filing Structure

Reports holdings for

Holdings reported by

Key People

Form ADV owners & control persons
Daniel Adam Davidowitz
PORTFOLIO MANAGER & ANALYST
John Blackman Doggett
CHIEF ADMINISTRATIVE OFFICER
Kevin M Dolsen
CHIEF OPERATING OFFICER
Q3 2023
Q1 2024
Go to latest

Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.

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Q4 2023 13F filing summary

Period of report December 31, 2023
Filed February 13, 2024
Form 13F-HR
Reported value $41.5B
Positions 106
Change in reported value +9.1%
New positions 15
Exited positions 7
Position turnover 19.5%
Top-10 concentration 64.0%

13F filings by quarter

Quarter Positions Value
Q2 2026 13F
Filed Aug 4, 2026
 219 $11.6B
Q1 2026 13F
Filed May 14, 2026
 221 $14.5B
Q4 2025 13F
Filed Feb 12, 2026
 231 $23.4B
Q3 2025 13F
Filed Nov 12, 2025
 232 $30.8B
Q2 2025 13F
Filed Aug 13, 2025
 240 $32.6B
Q1 2025 13F
Filed May 12, 2025
 117 $31.8B
Q4 2024 13F
Filed Feb 10, 2025
 124 $37.0B
Q3 2024 13F
Filed Nov 13, 2024
 118 $38.7B
Q2 2024 13F
Filed Aug 12, 2024
 110 $39.9B
Q1 2024 13F
Filed May 10, 2024
 103 $43.3B
Q4 2023 13F
Filed Feb 13, 2024
 106 $41.5B
Q3 2023 13F
Filed Nov 13, 2023
 98 $38.0B
Q2 2023 13F
Filed Aug 11, 2023
 99 $40.3B
Q1 2023 13F
Filed May 11, 2023
 94 $37.9B
Q4 2022 13F
Filed Feb 13, 2023
 92 $34.3B
Q3 2022 13F
Filed Nov 4, 2022
 84 $35.8B
Q2 2022 13F
Filed Aug 10, 2022
 83 $37.9B
Q1 2022 13F
Filed May 12, 2022
 90 $51.3B
Q4 2021 13F
Filed Feb 11, 2022
 92 $59.5B
Q3 2021 13F
Filed Nov 10, 2021
 91 $54.5B

33 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q4 2023

# Holding Reported value % of portfolio
1 AMZN AMAZON COM INC $5.5B 13.29%
2 MSFT MICROSOFT CORP $3.7B 9.02%
3 NOW SERVICENOW INC $2.7B 6.46%
4 GOOG ALPHABET INC $2.6B 6.38%
5 ADBE ADOBE INC $2.5B 5.98%
6 NFLX NETFLIX INC $2.0B 4.79%
7 MA MASTERCARD INCORPORATED $2.0B 4.78%
8 CRM SALESFORCE INC $1.9B 4.61%
9 V VISA INC $1.9B 4.58%
10 ACN ACCENTURE PLC IRELAND $1.7B 4.06%
11 ABT ABBOTT LABS $1.5B 3.58%
12 ABNB AIRBNB INC $1.4B 3.47%
13 UNH UNITEDHEALTH GROUP INC $1.3B 3.09%
14 PYPL PAYPAL HLDGS INC $1.3B 3.08%
15 ADSK AUTODESK INC $1.2B 3.01%
16 TMO THERMO FISHER SCIENTIFIC INC $1.1B 2.6%
17 WDAY WORKDAY INC $1.0B 2.51%
18 ZTS ZOETIS INC $981.3M 2.37%
19 NVO NOVO-NORDISK A S $823.3M 1.98%
20 IT GARTNER INC $815.0M 1.96%

Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.

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