Polen Capital Management LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings219 positions
 Eli Lilly and Company | 666,912 | $799.9M | 6.9% | $710.89 | +101.48% | 12 qtrssince 2023-Q3 | Decreased 0 |
 NVIDIA Corporation | 4M | $796M | 6.9% | $186.06 | -9.23% | 5 qtrssince 2025-Q2 | Decreased 0 |
 Microsoft Corporation | 2.1M | $782.8M | 6.7% | $191.42 | +178.52% | 31 qtrssince 2018-Q4 | Decreased 0 |
 Alphabet Inc. | 2.2M | $765M | 6.6% | $59.11 | +399.65% | 31 qtrssince 2018-Q4 | Decreased 0 |
 Broadcom Inc. | 2M | $740.5M | 6.4% | $327.48 | +11.26% | 4 qtrssince 2025-Q3 | Decreased 0 |
 Amazon.com, Inc. | 2.8M | $669.7M | 5.8% | $138.45 | +93.17% | 22 qtrssince 2021-Q1 | Decreased 0 |
 Visa Inc. | 1.8M | $619.5M | 5.3% | $173.79 | +143.40% | 31 qtrssince 2018-Q4 | Decreased 0 |
 Mastercard Incorporated | 1.1M | $586.5M | 5.1% | $260.17 | +153.23% | 31 qtrssince 2018-Q4 | Decreased 0 |
 ServiceNow, Inc. | 5.4M | $533.2M | 4.6% | $97.92 | +2.80% | 27 qtrssince 2019-Q4 | Decreased 0 |
 Oracle Corporation | 3.6M | $523.8M | 4.5% | $161.25 | -26.83% | 8 qtrssince 2024-Q3 | Decreased 0 |
 Shopify Inc. | 4.6M | $522.7M | 4.5% | $69.41 | +111.23% | 21 qtrssince 2021-Q2 | Decreased 0 |
 MSCI Inc. | 671,797 | $376.2M | 3.2% | $495.39 | +31.52% | 12 qtrssince 2023-Q3 | Decreased 0 |
 Lam Research Corporation | 859,036 | $372.2M | 3.2% | $213.28 | +4.27% | 2 qtrssince 2026-Q1 | Decreased 0 |
 Starbucks Corporation | 3.6M | $362.9M | 3.1% | $91.73 | +16.92% | 6 qtrssince 2025-Q1 | Decreased 0 |
 IDEXX Laboratories, Inc. | 532,384 | $280.3M | 2.4% | $536.34 | +30.15% | 5 qtrssince 2025-Q2 | Decreased 0 |
 GE Aerospace | 690,493 | $258.1M | 2.2% | $372.70 | -9.33% | 1 qtr | New 80 |
 CoStar Group, Inc. | 8.8M | $248.1M | 2.1% | $52.70 | -42.89% | 7 qtrssince 2024-Q4 | Decreased 0 |
 Taiwan Semiconductor Manufacturing Company Ltd. | 501,210 | $239.4M | 2.1% | $407.64 | -2.74% | 4 qtrssince 2025-Q3 | Increased 85 |
 Airbnb, Inc. | 1.6M | $236.1M | 2.0% | $168.32 | +7.61% | 20 qtrssince 2021-Q3 | Decreased 0 |
 GE Vernova Inc. | 196,612 | $231M | 2.0% | $1,174.17 | -30.29% | 1 qtr | New 70 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2025-Q1 | $31,845,099,652 | -13.9562459193% |
| 2025-Q2 | $32,586,427,255 | 2.32791735966% |
| 2025-Q3 | $30,802,400,951 | -5.47475269393% |
| 2025-Q4 | $23,420,875,210 | -23.9641245913% |
| 2026-Q1 | $14,456,164,077 | -38.2765846819% |
| 2026-Q2 | $11,610,786,601 | -19.6827973233% |
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, 60 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
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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