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Showing 8 of 31 quarters

Position history for Polen Capital Management LLCPolen Capital Management LLC's holdings in Microsoft Corporation

Yes. Polen Capital Management holds 2,098,613 shares of MSFT (Microsoft), worth $782.8M, as of its Q2 2026 13F filing. It reduced the position by 747,275 shares (-26.3%) from Q1 2026. Polen Capital Management has held MSFT in every 13F on record since Q4 2018, 31 quarterly filings. MSFT is 6.7% of Polen Capital Management's reported 13F portfolio.

Current Value

$782.8M

Current Shares

2.1M

Total Value Change

-$2.2B

Total Shares Change

-4.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.1M
-26.3%
$782.8M6.7%$372.32
0
2026-Q1
Decreased
2.8M
-27.2%
$1.1B7.3%$368.68
0
2025-Q4
Decreased
3.9M
-22.1%
$1.9B8.1%$480.57
0
2025-Q3
Decreased
5M
-7.5%
$2.6B8.4%$513.72
0
2025-Q2
Decreased
5.4M
-8.7%
$2.7B8.3%$492.54
0
2025-Q1
Decreased
5.9M
-7.3%
$2.2B7.0%$371.03
0
2024-Q4
Decreased
6.4M
-8.6%
$2.7B7.3%$415.78
0
2024-Q3
Decreased
7M
-22.0%
$3B7.8%$423.61
0

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