Polen Capital Management LLC Top Holdings and 13F Report (2026) About Polen Capital Management LLCInvestment ActivityPolen Capital Management LLC has $11.61 billion in total holdings as of June 30, 2026.Polen Capital Management LLC owns shares of 219 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 10.31% of the portfolio was purchased this quarter.About 41.36% of the portfolio was sold this quarter.This quarter, Polen Capital Management LLC has purchased 221 new stocks and bought additional shares in 63 stocks.Polen Capital Management LLC sold shares of 88 stocks and completely divested from 70 stocks this quarter.Largest Holdings Eli Lilly and Company $799,914,391NVIDIA $796,047,269Microsoft $782,824,321Alphabet $765,036,342Broadcom $740,468,936 Largest New Holdings this Quarter 369604301 - GE Aerospace $258,058,054 Holding36828A101 - GE VERNOVA INC $230,991,228 Holding01741R102 - ATI $161,471,378 Holding443201108 - Howmet Aerospace $122,902,480 Holding29084Q100 - EMCOR Group $85,580,055 Holding Largest Purchases this Quarter GE Aerospace 690,493 shares (about $258.06M)GE VERNOVA INC 196,612 shares (about $230.99M)ATI 819,236 shares (about $161.47M)Taiwan Semiconductor Manufacturing 326,524 shares (about $155.94M)Howmet Aerospace 457,124 shares (about $122.90M) Largest Sales this Quarter AON 1,190,018 shares (about $394.72M)Eli Lilly and Company 247,645 shares (about $297.03M)Synopsys 629,966 shares (about $281.01M)Zoetis 3,902,656 shares (about $280.44M)Microsoft 747,275 shares (about $278.75M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPolen Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLLYEli Lilly and Company$799,914,391$297,032,891 â–¼-27.1%666,9126.9%HealthcareNVDANVIDIA$796,047,269$25,171,522 â–¼-3.1%3,978,4466.9%TechnologyMSFTMicrosoft$782,824,321$278,748,414 â–¼-26.3%2,098,6136.7%TechnologyGOOGAlphabet$765,036,342$276,098,727 â–¼-26.5%2,165,2186.6%Communication ServicesAVGOBroadcom$740,468,936$278,536,979 â–¼-27.3%1,960,2096.4%TechnologyAMZNAmazon.com$669,724,194$259,024,574 â–¼-27.9%2,809,9535.8%Consumer DiscretionaryVVisa$619,489,263$219,626,707 â–¼-26.2%1,805,6175.3%FinanceMAMastercard$586,509,275$205,147,124 â–¼-25.9%1,141,9585.1%FinanceNOWServiceNow$533,150,641$188,560,605 â–¼-26.1%5,370,1724.6%TechnologyORCLOracle$523,807,723$212,497,234 â–¼-28.9%3,574,2594.5%TechnologySHOPIFY INC$522,661,619$197,441,856 â–¼-27.4%4,577,5244.5%CL A SUB VTG SHSMSCIMSCI$376,233,195$144,329,030 â–¼-27.7%671,7973.2%FinanceLAM RESEARCH CORP$372,246,307$84,698,302 â–¼-18.5%859,0363.2%COM NEWSBUXStarbucks$362,853,519$153,766,837 â–¼-29.8%3,550,7733.1%Consumer DiscretionaryIDXXIDEXX Laboratories$280,268,269$86,034,521 â–¼-23.5%532,3842.4%HealthcareGEGE Aerospace$258,058,054$258,058,054 â–²New Holding690,4932.2%IndustrialsCSGPCoStar Group$248,063,762$107,929,045 â–¼-30.3%8,759,3142.1%Real EstateTSMTaiwan Semiconductor Manufacturing$239,363,015$155,938,168 â–²186.9%501,2102.1%TechnologyABNBAirbnb$236,098,385$89,274,789 â–¼-27.4%1,649,8842.0%Consumer DiscretionaryGE VERNOVA INC$230,991,228$230,991,228 â–²New Holding196,6122.0%COMMETAMeta Platforms$185,645,377$82,854,416 â–¼-30.9%329,5731.6%Communication ServicesISRGIntuitive Surgical$178,138,555$63,184,259 â–¼-26.2%447,9441.5%HealthcareATIATI$161,471,378$161,471,378 â–²New Holding819,2361.4%IndustrialsHWMHowmet Aerospace$122,902,480$122,902,480 â–²New Holding457,1241.1%IndustrialsEMEEMCOR Group$85,580,055$85,580,055 â–²New Holding103,1230.7%IndustrialsIWFiShares Russell 1000 Growth ETF$76,195,524$25,675,366 â–²50.8%613,6390.7%ETFROLRollins$66,404,276$24,491,983 â–¼-26.9%1,590,9030.6%IndustrialsAONAON$54,408,954$394,718,411 â–¼-87.9%164,0350.5%FinanceMELIMercadoLibre$44,005,802$14,471,707 â–¼-24.7%25,9260.4%Consumer DiscretionaryUBERUber Technologies$41,135,737$169,421,901 â–¼-80.5%570,0630.4%IndustrialsSPOTSpotify Technology$37,455,057$11,869,017 â–¼-24.1%81,5780.3%Communication ServicesASMLASML$30,691,889$1,283,222 â–¼-4.0%15,4270.3%TechnologyZTSZoetis$23,025,346$280,444,431 â–¼-92.4%320,4200.2%HealthcareACNAccenture$19,014,387$149,570,055 â–¼-88.7%152,8000.2%TechnologyACWIiShares MSCI ACWI ETF$18,921,215$29,176,878 â–¼-60.7%120,5400.2%ETFSNPSSynopsys$18,408,166$281,011,915 â–¼-93.9%41,2670.2%TechnologyDIGITALOCEAN HLDGS INC$15,914,991$807,762 â–²5.3%101,3500.1%COMWULFTeraWulf$13,909,533$11,282,071 â–²429.4%563,1390.1%TechnologyCECOCECO Environmental$12,520,033$476,748 â–¼-3.7%137,9770.1%IndustrialsBEBloom Energy$12,361,663$7,989,161 â–¼-39.3%40,8380.1%IndustrialsBELFBBel Fuse$10,938,699$3,494,922 â–¼-24.2%32,8450.1%TechnologyNUNU$10,056,694$6,205,596 â–¼-38.2%752,7470.1%FinanceGOOGLAlphabet$9,938,557$137,589 â–¼-1.4%27,8100.1%Communication ServicesLASRnLight$9,290,650$3,039,400 â–²48.6%133,4480.1%TechnologyFROGJFrog$8,462,473$6,623,062 â–²360.1%93,1170.1%TechnologyPOWLPowell Industries$8,356,271$3,349,266 â–²66.9%29,1810.1%IndustrialsAGXArgan$8,156,390$6,202,338 â–¼-43.2%10,2140.1%IndustrialsMODModine Manufacturing$7,833,032$78,237 â–²1.0%29,3350.1%IndustrialsYOUCLEAR Secure$7,343,709$787,298 â–¼-9.7%131,7730.1%TechnologyBKDBrookdale Senior Living$7,257,909$494,092 â–²7.3%451,0820.1%HealthcareBWXTBWX Technologies$7,196,989$223,653 â–¼-3.0%36,9740.1%IndustrialsCCJCameco$7,026,488$4,967,485 â–²241.3%68,9680.1%EnergyVSECVSE$6,821,411$2,784,730 â–¼-29.0%29,8530.1%IndustrialsSPHRSphere Entertainment$6,666,673$1,689,465 â–¼-20.2%38,5290.1%Communication ServicesSOLARIS ENERGY INFRAS INC$6,462,869$269,621 â–¼-4.0%80,3240.1%COM CL AAMPXAmprius Technologies$6,453,188$602,259 â–²10.3%465,5980.1%IndustrialsAEHRAehr Test Systems$6,355,041$1,271,738 â–¼-16.7%66,1570.1%TechnologyVUGVanguard Growth ETF$6,305,436$4,924,614 â–²356.6%73,2000.1%ETFDLODLocal$5,926,851$36,672 â–¼-0.6%456,0870.1%FinanceREALRealReal$5,854,395$3,238,607 â–²123.8%496,5560.1%Consumer DiscretionaryTWSTTwist Bioscience$5,690,293$3,217,366 â–²130.1%55,3100.0%HealthcareVICRVicor$5,667,837$389,275 â–²7.4%14,9240.0%IndustrialsIESCIES$5,344,652$3,436,740 â–¼-39.1%7,2750.0%IndustrialsGHGuardant Health$5,156,831$52,961 â–¼-1.0%34,3720.0%HealthcareLPTHLightPath Technologies$5,141,683$3,849,134 â–²297.8%314,4760.0%TechnologyPLPlanet Labs PBC$4,943,360$2,143,610 â–¼-30.2%149,2110.0%IndustrialsVPGVishay Precision Group$4,908,653$1,271,387 â–²35.0%32,7440.0%TechnologyNFLXNetflix$4,865,159$1,081,432 â–¼-18.2%68,1390.0%Communication ServicesRXTRackspace Technology$4,631,004$4,631,004 â–²New Holding709,1890.0%TechnologyFLOTEK INDUSTRIES INC$4,598,254$3,948,114 â–²607.3%195,5040.0%COM NEWSAPSAP$4,434,182$5,840,890 â–¼-56.8%28,7730.0%TechnologyCRSCarpenter Technology$4,167,371$3,500,567 â–¼-45.7%6,7560.0%IndustrialsSITMSiTime$4,141,586$1,152,636 â–¼-21.8%5,5550.0%TechnologyBFLYButterfly Network$4,045,827$625,118 â–²18.3%480,5020.0%HealthcareAXTIAXT$3,799,121$240,675 â–²6.8%52,7070.0%TechnologyTSLATesla$3,774,464$675,484 â–²21.8%8,9740.0%Consumer DiscretionaryAPLDApplied Digital$3,667,634$3,667,634 â–²New Holding98,3280.0%TechnologyVECOVeeco Instruments$3,662,201$2,750,479 â–²301.7%48,3140.0%TechnologyBWBabcock$3,516,695$311,342 â–¼-8.1%249,4110.0%IndustrialsAZNCFAstraZeneca$3,513,550$1,401,005 â–¼-28.5%18,6210.0%HealthcareTMETencent Music Entertainment Group$3,399,970$25,852 â–¼-0.8%407,1820.0%Communication ServicesAIRAAR$3,367,574$1,050,964 â–²45.4%23,5610.0%IndustrialsWTWWillis Towers Watson Public$3,354,236$1,710,182 â–¼-33.8%12,8330.0%FinanceTSHATaysha Gene Therapies$3,331,581$1,154,097 â–²53.0%489,2190.0%HealthcareLINDLindblad Expeditions$3,245,200$361,133 â–²12.5%114,9150.0%Consumer DiscretionaryATROAstronics$3,199,938$246,299 â–¼-7.1%39,3790.0%IndustrialsLFUSLittelfuse$3,194,595$936,614 â–²41.5%7,0160.0%TechnologyASTEAstec Industries$3,191,670$672,356 â–²26.7%52,1600.0%IndustrialsLTHLife Time Group$3,132,632$1,479,388 â–²89.5%76,7050.0%Consumer DiscretionaryEVCEntravision Communications$3,089,685$3,089,685 â–²New Holding236,9390.0%Communication ServicesTIGOMillicom International Cellular$3,049,718$226,355 â–¼-6.9%33,6020.0%Communication ServicesSPYSPDR S&P 500 ETF Trust$3,000,749$194,922 â–²6.9%4,0180.0%ETFJOBYJoby Aviation$2,962,840$333,635 â–²12.7%332,1570.0%IndustrialsCPACopa$2,947,740$2,947,740 â–²New Holding18,9480.0%IndustrialsCARDINAL INFRASTRUCTURE GROU$2,900,135$2,900,135 â–²New Holding30,7870.0%CL ASRRKScholar Rock$2,867,260$9,955 â–²0.3%52,1320.0%HealthcareAAOIApplied Optoelectronics$2,855,340$645,830 â–²29.2%19,2720.0%TechnologyPRLBProto Labs$2,853,747$210,540 â–¼-6.9%35,0110.0%IndustrialsOPYOppenheimer$2,832,060$12,665 â–¼-0.4%26,8340.0%FinancePLPCPreformed Line Products$2,822,600$191,321 â–¼-6.3%6,8750.0%IndustrialsShowing largest 100 holdings. 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