POLEN CAPITAL MANAGEMENT LLC
Q3 2024 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
$38.7B 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
$38.7B
Quarter over quarter
+3.3%
Holdings
118
Top-10 concentration
57.9%

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
Q2 2024
Q4 2024
Go to latest

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

Loading 13F Metrics

Q3 2024 13F filing summary

Period of report September 30, 2024
Filed November 13, 2024
Form 13F-HR
Reported value $38.7B
Positions 118
Change in reported value -2.8%
New positions 17
Exited positions 9
Position turnover 20.5%
Top-10 concentration 57.9%

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 · Q3 2024

# Holding Reported value % of portfolio
1 AMZN AMAZON COM INC $4.8B 12.38%
2 MSFT MICROSOFT CORP $3.0B 7.79%
3 GOOG ALPHABET INC $2.1B 5.53%
4 V VISA INC $2.0B 5.15%
5 NOW SERVICENOW INC $2.0B 5.13%
6 MA MASTERCARD INCORPORATED $1.9B 4.89%
7 TMO THERMO FISHER SCIENTIFIC INC $1.7B 4.48%
8 ADBE ADOBE INC $1.7B 4.43%
9 ABT ABBOTT LABS $1.6B 4.1%
10 AAPL APPLE INC $1.6B 4.05%
11 SHOP SHOPIFY INC $1.5B 3.92%
12 ORCL ORACLE CORP $1.5B 3.86%
13 ACN ACCENTURE PLC IRELAND $1.4B 3.56%
14 NFLX NETFLIX INC $1.4B 3.49%
15 MSCI MSCI INC $1.3B 3.35%
16 ZTS ZOETIS INC $1.2B 3.21%
17 WDAY WORKDAY INC $1.2B 3.03%
18 UNH UNITEDHEALTH GROUP INC $1.2B 3.01%
19 ABNB AIRBNB INC $1.2B 3.01%
20 NVO NOVO-NORDISK A S $816.2M 2.11%

Values as reported on the Q3 2024 Form 13F. Every position is in the holdings table below.

Loading Activities
Loading Sector Allocation
Crunching numbers
Loading Performance
Finding Potential New Buys
Building table
Loading SEC filing data
Loading Form 4 Filings
Loading 13D/G filings