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| Happy Holidays!! thanks for using AUM13F!! |
| Polen Capital Management LLC
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| CRD # | 106093 |
| SEC # | 801-15180 |
| CIK # | 0001034524 |
| AUM | $37.7 B (2025-05-06) |
| Employees | 229 (19% Investors, 20% Brokers) |
| Phone | 561-241-2425 |
| Address | 1825 NW Corporate Blvd Boca Raton, FL 33431 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001034524 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Amazon Com Inc | 3.1 | ||
| Microsoft Corp | 2.7 | ||
| Oracle Corp | 2.6 | ||
| VISA Inc | 2.0 | ||
| Shopify Inc | 1.7 | ||
| Mastercard Inc | 1.7 | ||
| Abbott Laboratories | 1.5 | ||
| Lilly Eli & Co | 1.4 | ||
| Zoetis Inc | 1.3 | ||
| Adobe Systems Inc | 1.3 | ||
| ServiceNow Inc | 1.2 | ||
| Alphabet Inc | 1.2 | ||
| Netflix Inc | 1.1 | ||
| MSCI Inc | 1.0 | ||
| Aon Corp | 1.0 | ||
| Airbnb Inc | 1.0 | ||
| Thermo Fisher Scientific Inc | 0.9 | ||
| Starbucks Corp | 0.9 | ||
| Accenture PLC | 0.9 | ||
| Workday Inc | 0.9 | ||
| Paycom Software Inc | 0.7 | ||
| Idexx Laboratories Inc /DE | 0.6 | ||
| Costar Group Inc | 0.6 | ||
| Gartner Inc | 0.3 | ||
| MercadoLibre Inc | 0.2 | ||
| SAP SE | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Willis Group Holdings PLC | 0.1 | ||
| Icon PLC /Adr/ | 0.1 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Polen Capital Focus Growth Fund | [2023-03-30] | 72.5 | 72.5 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 2,277 | 2.2 |
| (c) Banking or thrift institutions | 5 | 0.1 |
| (d) Investment companies | 19 | 8.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 18 | 5.1 |
| (g) Pension and profit sharing plans | 36 | 2.5 |
| (h) Charitable organizations | 88 | 1.2 |
| (i) State or municipal government entities | 46 | 2.1 |
| (j) Other investment advisers | 143 | 12.2 |
| (k) Insurance companies | 7 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 2.5 |
| (m) Corporations or other businesses not listed above | 90 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,732 | 37.7 |
| By Discretionary | ||
| Discretionary | 2,732 | 37.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,732 | 37.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.4 | |
| United States Persons | 31.3 | |
| Total | 2,732 | 37.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Global Trust Company | 48 | ||
| Polen Capital Credit LLC | 8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001034524] | |
| 3 | [0001034524] | |
| SC 13G | [0001034524] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| BBR ALO Fund, LLC | |
| Polen Capital Management LLC |
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