POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings219 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ELI LILLY & CO | 666,912 | $799.9M | 6.9% | $710.89 | +67.31% | 12 qtrssince 2023-Q3 | Decreased 0 |
NVIDIA CORP | 4M | $796M | 6.9% | $181.77 | +15.34% | 5 qtrssince 2025-Q2 | Decreased 0 |
MICROSOFT CORP | 2.1M | $782.8M | 6.7% | $191.42 | +159.30% | 31 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 2.2M | $765M | 6.6% | $95.45 | +255.27% | 31 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 2M | $740.5M | 6.4% | $328.07 | +8.39% | 4 qtrssince 2025-Q3 | Decreased 0 |
AMAZON.COM INC | 2.8M | $669.7M | 5.8% | $108.98 | +138.84% | 22 qtrssince 2021-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 1.8M | $619.5M | 5.3% | $174.11 | +120.49% | 31 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 1.1M | $586.5M | 5.1% | $261.89 | +128.52% | 31 qtrssince 2018-Q4 | Decreased 0 |
SERVICENOW INC | 5.4M | $533.2M | 4.6% | $136.17 | -7.62% | 27 qtrssince 2019-Q4 | Decreased 0 |
ORACLE CORP | 3.6M | $523.8M | 4.5% | $162.03 | -8.12% | 8 qtrssince 2024-Q3 | Decreased 0 |
SHOPIFY INC - CLASS A | 4.6M | $522.7M | 4.5% | $67.88 | +121.42% | 21 qtrssince 2021-Q2 | Decreased 0 |
MSCI INC | 671,797 | $376.2M | 3.2% | $495.39 | +13.89% | 12 qtrssince 2023-Q3 | Decreased 0 |
LAM RESEARCH CORP COM NEW | 859,036 | $372.2M | 3.2% | $217.27 | +44.01% | 2 qtrssince 2026-Q1 | Decreased 0 |
STARBUCKS CORP | 3.6M | $362.9M | 3.1% | $91.73 | +18.27% | 6 qtrssince 2025-Q1 | Decreased 0 |
IDEXX LABORATORIES INC | 532,384 | $280.3M | 2.4% | $531.32 | +4.16% | 5 qtrssince 2025-Q2 | Decreased 0 |
GENERAL ELECTRIC CO COM STOCK | 690,493 | $258.1M | 2.2% | $373.26 | -5.06% | 1 qtr | New 80 |
COSTAR GROUP INC | 8.8M | $248.1M | 2.1% | $52.70 | -39.02% | 7 qtrssince 2024-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 501,210 | $239.4M | 2.1% | $407.20 | +2.58% | 4 qtrssince 2025-Q3 | Increased 85 |
AIRBNB INC-CLASS A | 1.6M | $236.1M | 2.0% | $168.32 | +11.73% | 20 qtrssince 2021-Q3 | Decreased 0 |
GE VERNOVA LLC | 196,612 | $231M | 2.0% | $1,174.86 | -18.88% | 1 qtr | New 70 |
POLEN CAPITAL MANAGEMENT LLC manages $11.6B across 219 positions as of Q2 2026. Top holdings: LLY (6.9%), NVDA (6.9%), MSFT (6.7%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2/5.0.
Active quarter - 68 new positions, 70 exits, 63 increased. Top move: TSM (INCREASED, conviction 85). Portfolio: $11.6B across 219 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR