Question 1

How many shares of MSFT does POLEN CAPITAL MANAGEMENT LLC own?

Accepted Answer

As of 2026-Q2, POLEN CAPITAL MANAGEMENT LLC holds 2.1M shares of MSFT (MICROSOFT CORP).

Question 2

What is POLEN CAPITAL MANAGEMENT LLC's MSFT position worth?

Accepted Answer

As of 2026-Q2, POLEN CAPITAL MANAGEMENT LLC's MSFT position is worth $782.8M.

Question 3

Is POLEN CAPITAL MANAGEMENT LLC buying or selling MSFT?

Accepted Answer

In 2026-Q2, POLEN CAPITAL MANAGEMENT LLC decreased their MSFT position (-26.3% change in shares).

Question 4

When did POLEN CAPITAL MANAGEMENT LLC first buy MSFT?

Accepted Answer

Based on available 13F filings, POLEN CAPITAL MANAGEMENT LLC first reported a position in MSFT in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price
2026-Q2 Latest	Decreased	2.1M	-26.3%	$782.8M	6.7%	$373.02
2026-Q1	Decreased	2.8M	-27.2%	$1.1B	7.3%	$403.93
2025-Q4	Decreased	3.9M	-22.1%	$1.9B	8.1%	$487.48
2025-Q3	Decreased	5M	-7.5%	$2.6B	8.4%	$513.64
2025-Q2	Decreased	5.4M	-8.7%	$2.7B	8.3%	$494.20
2025-Q1	Decreased	5.9M	-7.3%	$2.2B	7.0%	$376.78
2024-Q4	Decreased	6.4M	-8.6%	$2.7B	7.3%	$421.72
2024-Q3	Decreased	7M	-22.0%	$3B	7.8%	$424.04