Polen Capital Management
$11.6B 13F equity value
289 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Polen Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| LLY | ELI LILLY & CO | 666,912 | $800M | 6.9% |
| NVDA | NVIDIA CORPORATION | 3,978,446 | $796M | 6.9% |
| MSFT | MICROSOFT CORP | 2,098,613 | $783M | 6.7% |
| GOOG | ALPHABET INC | 2,165,218 | $765M | 6.6% |
| AVGO | BROADCOM INC | 1,960,209 | $740M | 6.4% |
| AMZN | AMAZON COM INC | 2,809,953 | $670M | 5.8% |
| V | VISA INC | 1,805,617 | $619M | 5.3% |
| MA | MASTERCARD INCORPORATED | 1,141,958 | $587M | 5.1% |
| NOW | SERVICENOW INC | 5,370,172 | $533M | 4.6% |
| ORCL | ORACLE CORP | 3,574,259 | $524M | 4.5% |
Track Polen Capital Management's 13F portfolio: $11.6B in reported holdings, 289 positions. Top holdings and quarterly changes on SentiSense.
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