POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings221 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.8M | $1.1B | 7.3% | $191.85 | +110.54% | 30 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 2.9M | $845.3M | 5.8% | $95.45 | +218.03% | 30 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 914,557 | $841.2M | 5.8% | $710.89 | +28.98% | 11 qtrssince 2023-Q3 | Decreased 0 |
BROADCOM INC | 2.7M | $834.9M | 5.8% | $327.27 | -4.10% | 3 qtrssince 2025-Q3 | Decreased 0 |
AMAZON.COM INC | 3.9M | $811.6M | 5.6% | $108.98 | +91.54% | 21 qtrssince 2021-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.5M | $770.2M | 5.3% | $261.89 | +100.21% | 30 qtrssince 2018-Q4 | Decreased 0 |
SERVICENOW INC | 7.3M | $760M | 5.3% | $136.17 | -16.88% | 26 qtrssince 2019-Q4 | Increased 77 |
SHOPIFY INC - CLASS A | 6.3M | $748.1M | 5.2% | $67.88 | +79.55% | 20 qtrssince 2021-Q2 | Decreased 0 |
VISA INC-CLASS A SHARES | 2.4M | $739.2M | 5.1% | $174.11 | +72.91% | 30 qtrssince 2018-Q4 | Decreased 0 |
ORACLE CORP | 5M | $739.1M | 5.1% | $162.03 | -8.04% | 7 qtrssince 2024-Q3 | Decreased 0 |
NVIDIA CORP | 4.1M | $715.8M | 5.0% | $181.77 | -0.95% | 4 qtrssince 2025-Q2 | Decreased 0 |
COSTAR GROUP INC | 12.6M | $507.1M | 3.5% | $56.73 | -17.54% | 6 qtrssince 2024-Q4 | Increased 93 |
MSCI INC | 929,509 | $501M | 3.5% | $495.39 | +8.03% | 11 qtrssince 2023-Q3 | Decreased 0 |
ZOETIS INC | 4.2M | $499.2M | 3.5% | $128.56 | -9.08% | 30 qtrssince 2018-Q4 | Decreased 0 |
STARBUCKS CORP | 5.1M | $452.9M | 3.1% | $91.73 | -3.46% | 5 qtrssince 2025-Q1 | Decreased 0 |
AON PLC | 1.4M | $437.1M | 3.0% | $357.53 | -9.96% | 23 qtrssince 2020-Q3 | Decreased 0 |
IDEXX LABORATORIES INC | 695,811 | $391M | 2.7% | $531.32 | +19.62% | 4 qtrssince 2025-Q2 | Decreased 0 |
AIRBNB INC-CLASS A | 2.3M | $287.1M | 2.0% | $168.32 | -24.98% | 19 qtrssince 2021-Q3 | Decreased 0 |
INTUITIVE SURGICAL INC | 606,826 | $279.7M | 1.9% | $572.63 | -13.13% | 2 qtrssince 2025-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 476,663 | $272.7M | 1.9% | $655.08 | 0.00% | 1 qtr | New 70 |
POLEN CAPITAL MANAGEMENT LLC manages $14.5B across 221 positions as of Q1 2026. Top holdings: MSFT (7.3%), GOOG (5.8%), LLY (5.8%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 69 new positions, 79 exits, 71 increased. Top move: CSGP (INCREASED, conviction 93). Portfolio: $14.5B across 221 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