Institutions / Polen Capital Management LLC
Polen Capital Management LLC
CIK 1034524 · Institution · as of Mar 31, 2026
Portfolio value
$14.46B
Positions
221
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$14.46B-38.3%Positions
221-4.3%Top holdings
Mar 31, 2026View all 221 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $1.05B | 7.3% |
| Alphabet Inc. | $845.27M | 5.8% |
| ELI LILLY & Co | $841.18M | 5.8% |
| Broadcom Inc. | $834.92M | 5.8% |
| Amazon.com Inc | $811.57M | 5.6% |
| Mastercard Inc | $770.17M | 5.3% |
| ServiceNow Inc | $760.02M | 5.3% |
| Shopify Inc | $748.11M | 5.2% |
| Visa Inc | $739.21M | 5.1% |
| Oracle Corp | $739.12M | 5.1% |
| NVIDIA Corp | $715.78M | 5.0% |
| CoStar Group Inc | $507.09M | 3.5% |
| MSCI Inc. | $501.01M | 3.5% |
| Zoetis Inc. | $499.21M | 3.5% |
| Starbucks Corp | $452.92M | 3.1% |
| Aon plc | $437.06M | 3.0% |
| Idexx Laboratories Inc /De | $390.97M | 2.7% |
| Airbnb, Inc. | $287.13M | 2.0% |
| Intuitive Surgical Inc | $279.74M | 1.9% |
| Meta Platforms Inc | $272.71M | 1.9% |
| Accenture plc | $268.63M | 1.9% |
| Synopsys Inc | $266.13M | 1.8% |
| Lam Research Corp | $225.30M | 1.6% |
| Uber Technologies, Inc | $209.89M | 1.5% |
| iShares Tr | $173.49M | 1.2% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Amazon.com Inc Common stock | $-990.74M | -4.8M -54.97% | 3,896,739 5.61% of portfolio | high |
| Q1 2026 as of | Trim | Abbott Laboratories Common stock | $-405.24M | -3.9M -99.62% | 15,081 0.01% of portfolio | high |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-393.90M | -1.1M -27.21% | 2,845,888 7.29% of portfolio | high |
| Q1 2026 as of | Trim | Adobe Inc. Common stock | $-324.20M | -1.3M -99.12% | 11,868 0.02% of portfolio | high |
| Q1 2026 as of | Trim | Oracle Corp Common stock | $-317.94M | -2.2M -30.08% | 5,024,257 5.11% of portfolio | high |
| Q1 2026 as of | Add | CoStar Group Inc Common stock | $309.79M | +7.7M +157.01% | 12,570,368 3.51% of portfolio | high |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-307.37M | -1.1M -26.67% | 2,946,637 5.85% of portfolio | high |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-304.93M | -332K -26.61% | 914,557 5.82% of portfolio | high |
| Q1 2026 as of | Trim | Mastercard Inc Common stock | $-294.97M | -590K -27.69% | 1,541,388 5.33% of portfolio | high |
| Q1 2026 as of | Trim | Visa Inc Common stock | $-280.96M | -930K -27.54% | 2,445,760 5.11% of portfolio | high |