Back to POLEN CAPITAL MANAGEMENT LLC POLEN CAPITAL MANAGEMENT LLC

MSFTMSFT
31 quarters

Position history for POLEN CAPITAL MANAGEMENT LLCPOLEN CAPITAL MANAGEMENT LLC's holdings in MICROSOFT CORP

POLEN CAPITAL MANAGEMENT LLC holds 2.1M shares of MSFT (MICROSOFT CORP), worth $782.8M as of 2026-Q2. The position was decreased (-26.3% shares). MSFT represents 6.7% of POLEN CAPITAL MANAGEMENT LLC's portfolio.

Current Value

$782.8M

Current Shares

2.1M

Total Value Change

-$660.1M

Total Shares Change

-12.1M

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
2024-Q2
Decreased
9M
-7.0%
$4B10.1%$439.21
0
2024-Q1
Decreased
9.7M
-2.9%
$4.1B9.4%$412.69
0
2023-Q4
Increased
10M
+39.2%
$3.7B9.0%$368.18
82
2023-Q3
Decreased
7.2M
-3.7%
$2.3B5.9%$308.52
0
2023-Q2
Decreased
7.4M
-19.7%
$2.5B6.3%$332.04
0
2023-Q1
Decreased
9.2M
-2.7%
$2.7B7.0%$280.49
0
2022-Q4
Decreased
9.5M
-1.1%
$2.3B6.6%$232.74
0
2022-Q3
Increased
9.6M
+1.4%
$2.2B6.3%$225.39
63
2022-Q2
Decreased
9.5M
-3.3%
$2.4B6.4%$248.02
0
2022-Q1
Decreased
9.8M
-3.7%
$3B5.9%$297.05
0
2021-Q4
Increased
10.2M
+1.2%
$3.4B5.7%$323.37
63
2021-Q3
Decreased
10M
-37.4%
$2.8B5.2%$270.57
0
2021-Q2
Increased
16M
+4.3%
$4.3B8.3%$259.49
65
2021-Q1
Increased
15.4M
+1.5%
$3.6B8.2%$225.32
63
2020-Q4
Increased
15.2M
+3.0%
$3.4B7.8%$212.08
64
2020-Q3
Decreased
14.7M
-16.6%
$3.1B8.3%$200.02
0
2020-Q2
Increased
17.7M
+10.0%
$3.6B10.9%$193.07
68
2020-Q1
Increased
16M
+2.9%
$2.5B11.0%$149.21
64
2019-Q4
Decreased
15.6M
-3.6%
$2.5B9.7%$148.79
0
2019-Q3
Increased
16.2M
+3.7%
$2.2B10.4%$130.73
64
2019-Q2
Increased
15.6M
+2.7%
$2.1B10.1%$125.54
64
2019-Q1
Increased
15.2M
+6.9%
$1.8B9.4%$110.12
66
2018-Q4
New
14.2M
-
$1.4B9.4%$94.43
98

Other major holders of MSFT: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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