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Polen Capital

by Dan Davidowitz, portfolio manager since 2010 asset manager

Legal name
Polen Capital Management LLC
On record since?
Q2 2013
Filings read
53
Style
Growth
Website
polencapital.com
View more
CIK
0001034524
Read since
Aug 22, 2026

Q2 2026 · filed Aug 4, 2026 · $11.6B US stock · 219 positions · Focused · Moderate turnover · Top: LLY 6.9% · NVDA 6.9% · MSFT 6.7%

Read the filing →

Streakslongest held · 53 quarters on record

  1. V VISA Inc. 5.3%53+ quarters
  2. MA Mastercard Incorporated 5.0%53+ quarters
  3. ACN Accenture PLC 0.2%53+ quarters
  4. IWF iShares Russell 1000 Growth ETF 0.7%51 quarters
  5. GOOG Alphabet Inc. Class C 6.6%49 quarters

3 names have been in this book every quarter on record (53). New in this book this quarter: GE, GEV, ATI, HWM, EME and 63 more.

Over time53 quarters, Q2 2013 to Q2 2026

US stock$11.6B Q2 2026

Positions219 Q2 2026

Picture100.0% Q2 2026

Turnover40%/yr Q2 2026

Filings53

  1. Q2 2026 filed Aug 4, 26 $11.6B · 219 positions  · 68 new · 70 exited full · Focused 68 new · 70 exited
  2. Q1 2026 filed May 14, 26 $14.5B · 221 positions  · 69 new · 79 exited full · Focused 69 new · 79 exited
  3. Q4 2025 filed Feb 11, 26 $23.4B · 231 positions  · 56 new · 57 exited full · Focused 56 new · 57 exited
  4. Q3 2025 filed Nov 12, 25 $30.8B · 232 positions  · 52 new · 60 exited full · Focused 52 new · 60 exited
  5. Q2 2025 filed Aug 13, 25 $32.6B · 240 positions  · 151 new · 28 exited full · Focused 151 new · 28 exited
  6. Q1 2025 filed May 12, 25 $31.8B · 117 positions  · 7 new · 14 exited full · Focused 7 new · 14 exited
  7. Q4 2024 filed Feb 10, 25 $37.0B · 124 positions  · 15 new · 9 exited full · Focused 15 new · 9 exited
  8. Q3 2024 filed Feb 10, 25 $38.7B · 118 positions  · 17 new · 9 exited full · Concentrated 17 new · 9 exited
  9. Q2 2024 filed Aug 12, 24 $39.9B · 110 positions  · 12 new · 5 exited full · Concentrated 12 new · 5 exited
  10. Q1 2024 filed May 9, 24 $43.3B · 103 positions  · 4 new · 7 exited full · Concentrated 4 new · 7 exited
  11. Q4 2023 filed May 9, 24 $41.5B · 106 positions  · 14 new · 6 exited full · Concentrated 14 new · 6 exited
  12. Q3 2023 filed Nov 2, 23 $38.0B · 98 positions  · 7 new · 8 exited full · Concentrated 7 new · 8 exited
  13. Q2 2023 filed Aug 11, 23 $40.3B · 99 positions  · 7 new · 2 exited full · Concentrated 7 new · 2 exited
  14. Q1 2023 filed May 11, 23 $37.9B · 94 positions  · 8 new · 6 exited full · Concentrated 8 new · 6 exited
  15. Q4 2022 filed Feb 13, 23 $34.2B · 92 positions  · 10 new · 2 exited full · Focused 10 new · 2 exited
  16. Q3 2022 filed Nov 4, 22 $35.7B · 84 positions  · 3 new · 2 exited full · Concentrated 3 new · 2 exited
  17. Q2 2022 filed Aug 10, 22 $37.9B · 83 positions  · 6 new · 13 exited full · Concentrated 6 new · 13 exited
  18. Q1 2022 filed May 12, 22 $51.2B · 90 positions  · 5 new · 7 exited full · Focused 5 new · 7 exited
  19. Q4 2021 filed Feb 11, 22 $59.5B · 92 positions  · 5 new · 4 exited full · Focused 5 new · 4 exited
  20. Q3 2021 filed Nov 10, 21 $54.5B · 91 positions  · 13 new · 3 exited full · Focused 13 new · 3 exited
  21. Q2 2021 filed Aug 12, 21 $52.2B · 81 positions  · 12 new · 2 exited full · Focused 12 new · 2 exited
  22. Q1 2021 filed May 12, 21 $44.5B · 71 positions  · 6 new · 7 exited full · Focused 6 new · 7 exited
  23. Q4 2020 filed Feb 11, 21 $43.0B · 72 positions  · 11 new · 4 exited full · Focused 11 new · 4 exited
  24. Q3 2020 filed Nov 12, 20 $37.4B · 65 positions  · 7 new · 5 exited full · Focused 7 new · 5 exited
  25. Q2 2020 filed Aug 13, 20 $33.1B · 63 positions  · 5 new · 5 exited full · Concentrated 5 new · 5 exited
  26. Q1 2020 filed May 11, 20 $23.1B · 63 positions  · 7 new · 6 exited full · Concentrated 7 new · 6 exited
  27. Q4 2019 filed Feb 6, 20 $25.4B · 62 positions  · 6 new · 2 exited full · Concentrated 6 new · 2 exited
  28. Q3 2019 filed Nov 12, 19 $21.7B · 58 positions  · 3 new · 1 exited full · Concentrated 3 new · 1 exited
  29. Q2 2019 filed Aug 12, 19 $20.6B · 56 positions  · 1 new · 4 exited full · Concentrated 1 new · 4 exited
  30. Q1 2019 filed May 13, 19 $19.1B · 59 positions  · 3 new · 2 exited full · Concentrated 3 new · 2 exited
  31. Q4 2018 filed Feb 12, 19 $15.3B · 58 positions  · 2 new · 2 exited full · Concentrated 2 new · 2 exited
  32. Q3 2018 filed Nov 13, 18 $17.6B · 58 positions  · 3 new · 4 exited full · Concentrated 3 new · 4 exited
  33. Q2 2018 filed Aug 9, 18 $15.6B · 59 positions  · 3 new · 0 exited full · Concentrated 3 new · 0 exited
  34. Q1 2018 filed May 11, 18 $14.1B · 56 positions  · 6 new · 3 exited full · Concentrated 6 new · 3 exited
  35. Q4 2017 filed Feb 9, 18 $13.5B · 53 positions  · 19 new · 1 exited full · Concentrated 19 new · 1 exited
  36. Q3 2017 filed Nov 13, 17 $12.4B · 35 positions  · 7 new · 1 exited full · Concentrated 7 new · 1 exited
  37. Q2 2017 filed Aug 10, 17 $11.4B · 29 positions  · 4 new · 1 exited full · Concentrated 4 new · 1 exited
  38. Q1 2017 filed May 11, 17 $10.7B · 26 positions  · 0 new · 0 exited full · Concentrated 0 new · 0 exited
  39. Q4 2016 filed Feb 10, 17 $9.1B · 26 positions  · 0 new · 1 exited full · Concentrated 0 new · 1 exited
  40. Q3 2016 filed Nov 14, 16 $8.4B · 27 positions  · 1 new · 1 exited full · Concentrated 1 new · 1 exited
  41. Q2 2016 filed Aug 12, 16 $7.9B · 27 positions  · 1 new · 1 exited full · Concentrated 1 new · 1 exited
  42. Q1 2016 filed May 16, 16 $7.3B · 27 positions  · 1 new · 0 exited full · Concentrated 1 new · 0 exited
  43. Q4 2015 filed Feb 12, 16 $6.5B · 26 positions  · 4 new · 2 exited full · Concentrated 4 new · 2 exited
  44. Q3 2015 filed Nov 13, 15 $5.5B · 24 positions  · 1 new · 1 exited full · Concentrated 1 new · 1 exited
  45. Q2 2015 filed Aug 13, 15 $5.2B · 24 positions  · 1 new · 1 exited full · Concentrated 1 new · 1 exited
  46. Q1 2015 filed May 15, 15 $5.1B · 24 positions  · 2 new · 1 exited full · Concentrated 2 new · 1 exited
  47. Q4 2014 filed Feb 17, 15 $4.9B · 23 positions  · 1 new · 0 exited full · Focused 1 new · 0 exited
  48. Q3 2014 filed Nov 13, 14 $4.4B · 22 positions  · 1 new · 4 exited full · Concentrated 1 new · 4 exited
  49. Q2 2014 filed Aug 12, 14 $4.6B · 25 positions  · 3 new · 1 exited full · Concentrated 3 new · 1 exited
  50. Q1 2014 filed May 14, 14 $4.6B · 23 positions  · 1 new · 1 exited full · Concentrated 1 new · 1 exited
  51. Q4 2013 filed Feb 12, 14 $4.5B · 23 positions  · 2 new · 3 exited full · Concentrated 2 new · 3 exited
  52. Q3 2013 filed Nov 12, 13 $4.3B · 24 positions  · 3 new · 5 exited full · Concentrated 3 new · 5 exited
  53. Q2 2013 filed Aug 12, 13 $4.2B · 26 positions  · 0 new · 0 exited full · Concentrated 0 new · 0 exited

People2

  • Dan Davidowitz · portfolio manager · 2010–Lead portfolio manager of Focus Growth, the strategy behind the 13F, since the fund's 2010 inception; joined 2005. Source: FundVantage 497K 2025, polencapital.com
  • Damon Ficklin · portfolio manager · 2024–Co-portfolio manager of Focus Growth since January 2024; head of the Quality Growth team since 2021; joined 2003. Source: FundVantage 497K 2025