Polen Capital Management LLC Top Holdings and 13F Report (2026)

About Polen Capital Management LLC

Investment Activity

Polen Capital Management LLC has $14.46 billion in total holdings as of March 31, 2026.
Polen Capital Management LLC owns shares of 221 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
Approximately 8.84% of the portfolio was purchased this quarter.
About 45.31% of the portfolio was sold this quarter.
This quarter, Polen Capital Management LLC has purchased 231 new stocks and bought additional shares in 70 stocks.
Polen Capital Management LLC sold shares of 82 stocks and completely divested from 79 stocks this quarter.

Largest Holdings

Microsoft: $1,053,462,402
Alphabet: $845,272,352
Eli Lilly and Company: $841,181,778
Broadcom: $834,924,015
Amazon.com: $811,573,863

Largest New Holdings this Quarter

30303M102 - Meta Platforms: $272,713,407 Holding
512807306 - LAM RESEARCH CORP: $225,303,412 Holding
775711104 - Rollins: $116,309,779 Holding
25402D102 - DIGITALOCEAN HLDGS INC: $8,252,551 Holding
31188V100 - Fastly: $6,931,333 Holding

Largest Purchases this Quarter

CoStar Group: 7,679,432 shares (about $309.79M)
Meta Platforms: 476,663 shares (about $272.71M)
LAM RESEARCH CORP: 1,054,495 shares (about $225.30M)
ServiceNow: 1,588,665 shares (about $166.09M)
Rollins: 2,177,678 shares (about $116.31M)

Largest Sales this Quarter

Amazon.com: 4,756,982 shares (about $990.74M)
Abbott Laboratories: 3,947,149 shares (about $405.24M)
Microsoft: 1,064,097 shares (about $393.90M)
Adobe: 1,333,720 shares (about $324.20M)
Oracle: 2,161,239 shares (about $317.94M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$1,053,462,402	$393,896,802 â–¼	-27.2%	2,845,888	7.3%	Computer and Technology
GOOG Alphabet	$845,272,352	$307,365,923 â–¼	-26.7%	2,946,637	5.8%	Computer and Technology
LLY Eli Lilly and Company	$841,181,778	$304,933,994 â–¼	-26.6%	914,557	5.8%	Medical
AVGO Broadcom	$834,924,015	$258,153,022 â–¼	-23.6%	2,697,567	5.8%	Computer and Technology
AMZN Amazon.com	$811,573,863	$990,736,680 â–¼	-55.0%	3,896,739	5.6%	Retail/Wholesale
MA Mastercard	$770,169,816	$294,968,742 â–¼	-27.7%	1,541,388	5.3%	Business Services
NOW ServiceNow	$760,021,232	$166,094,908 â–²	28.0%	7,269,453	5.3%	Computer and Technology
SHOPIFY INC	$748,105,429	$106,180,548 â–¼	-12.4%	6,306,740	5.2%	CL A SUB VTG SHS
V Visa	$739,206,345	$280,956,804 â–¼	-27.5%	2,445,760	5.1%	Business Services
ORCL Oracle	$739,118,451	$317,939,871 â–¼	-30.1%	5,024,257	5.1%	Computer and Technology
NVDA NVIDIA	$715,780,775	$213,442,085 â–¼	-23.0%	4,104,247	5.0%	Computer and Technology
CSGP CoStar Group	$507,088,654	$309,788,292 â–²	157.0%	12,570,368	3.5%	Computer and Technology
MSCI MSCI	$501,014,820	$216,453,555 â–¼	-30.2%	929,509	3.5%	Finance
ZTS Zoetis	$499,209,768	$158,353,274 â–¼	-24.1%	4,223,076	3.5%	Medical
SBUX Starbucks	$452,921,141	$154,974,564 â–¼	-25.5%	5,055,488	3.1%	Retail/Wholesale
AON AON	$437,061,344	$158,885,592 â–¼	-26.7%	1,354,053	3.0%	Finance
IDXX IDEXX Laboratories	$390,969,243	$148,746,892 â–¼	-27.6%	695,811	2.7%	Medical
ABNB Airbnb	$287,128,813	$95,591,827 â–¼	-25.0%	2,273,747	2.0%	Consumer Discretionary
ISRG Intuitive Surgical	$279,740,605	$108,697,710 â–¼	-28.0%	606,826	1.9%	Medical
META Meta Platforms	$272,713,407	$272,713,407 â–²	New Holding	476,663	1.9%	Computer and Technology
ACN Accenture	$268,632,941	$104,688,975 â–¼	-28.0%	1,354,748	1.9%	Computer and Technology
SNPS Synopsys	$266,130,284	$68,847,914 â–¼	-20.6%	671,233	1.8%	Computer and Technology
LAM RESEARCH CORP	$225,303,412	$225,303,412 â–²	New Holding	1,054,495	1.6%	COM NEW
UBER Uber Technologies	$209,886,531	$46,600,923 â–¼	-18.2%	2,917,928	1.5%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$173,486,508	$157,436,800 â–¼	-47.6%	406,863	1.2%	ETF
ROL Rollins	$116,309,779	$116,309,779 â–²	New Holding	2,177,678	0.8%	Construction
MELI MercadoLibre	$59,567,722	$23,286,256 â–¼	-28.1%	34,452	0.4%	Retail/Wholesale
TSM Taiwan Semiconductor Manufacturing	$59,035,081	$8,755,263 â–¼	-12.9%	174,686	0.4%	Computer and Technology
SPOT Spotify Technology	$52,093,417	$17,345,722 â–²	49.9%	107,429	0.4%	Computer and Technology
ACWI iShares MSCI ACWI ETF	$42,398,594	$42,025,411 â–¼	-49.8%	306,415	0.3%	Manufacturing
BSX Boston Scientific	$36,378,606	$215,848,169 â–¼	-85.6%	579,739	0.3%	Medical
ASML ASML	$21,228,760	$6,441,803 â–²	43.6%	16,072	0.1%	Computer and Technology
NU NU	$17,491,709	$853,607 â–²	5.1%	1,217,238	0.1%	Finance
SAP SAP	$11,415,227	$28,533,445 â–¼	-71.4%	66,674	0.1%	Computer and Technology
AGX Argan	$9,793,352	$3,760,808 â–¼	-27.7%	17,981	0.1%	Construction
POWL Powell Industries	$9,460,784	$1,545,325 â–¼	-14.0%	17,485	0.1%	Industrials
BE Bloom Energy	$9,109,128	$4,038,008 â–¼	-30.7%	67,231	0.1%	Energy
INTU Intuit	$8,583,861	$213,073,714 â–¼	-96.1%	19,853	0.1%	Computer and Technology
BELFB Bel Fuse	$8,580,255	$4,121,350 â–²	92.4%	43,339	0.1%	Computer and Technology
CECO CECO Environmental	$8,533,703	$4,376,508 â–²	105.3%	143,231	0.1%	Industrials
DIGITALOCEAN HLDGS INC	$8,252,551	$8,252,551 â–²	New Holding	96,206	0.1%	COM
GOOGL Alphabet	$8,107,744	$767,497 â–¼	-8.6%	28,195	0.1%	Computer and Technology
NFLX Netflix	$8,007,890	$8,702,769 â–¼	-52.1%	83,285	0.1%	Consumer Discretionary
BWXT BWX Technologies	$7,795,772	$1,371,105 â–¼	-15.0%	38,123	0.1%	Aerospace
VSEC VSE	$7,752,176	$1,410,660 â–²	22.2%	42,040	0.1%	Construction
AMPX Amprius Technologies	$7,117,365	$2,256,795 â–²	46.4%	422,145	0.0%	Business Services
YOU CLEAR Secure	$7,063,019	$5,159,296 â–²	271.0%	145,900	0.0%	Computer and Technology
VUG Vanguard Growth ETF	$7,001,827	$7,466,577 â–¼	-51.6%	16,030	0.0%	ETF
FSLY Fastly	$6,931,333	$6,931,333 â–²	New Holding	238,518	0.0%	Computer and Technology
MOD Modine Manufacturing	$6,293,692	$3,192,789 â–²	103.0%	29,042	0.0%	Auto/Tires/Trucks
PL Planet Labs PBC	$5,978,896	$2,861,409 â–²	91.8%	213,914	0.0%	Computer and Technology
DLO DLocal	$5,952,050	$102,463 â–¼	-1.7%	458,909	0.0%	Business Services
BKD Brookdale Senior Living	$5,750,716	$3,006,672 â–²	109.6%	420,374	0.0%	Medical
IESC IES	$5,695,246	$482,188 â–²	9.2%	11,953	0.0%	Computer and Technology
SPHR Sphere Entertainment	$5,669,598	$2,872,191 â–²	102.7%	48,293	0.0%	Consumer Discretionary
WTW Willis Towers Watson Public	$5,632,577	$2,339,833 â–¼	-29.3%	19,376	0.0%	Finance
MCHI iShares MSCI China ETF	$5,438,954	$5,438,954 â–²	New Holding	96,813	0.0%	ETF
MDT Medtronic	$5,256,201	$2,065,620 â–¼	-28.2%	60,661	0.0%	Medical
EWT iShares MSCI Taiwan ETF	$5,169,642	$5,169,642 â–²	New Holding	72,894	0.0%	ETF
LASR nLight	$5,119,883	$1,606,082 â–²	45.7%	89,791	0.0%	Computer and Technology
AZNCF AstraZeneca	$5,118,898	$5,118,898 â–²	New Holding	26,046	0.0%	Medical
WGS GeneDx	$4,971,848	$1,127,575 â–²	29.3%	77,419	0.0%	Medical
CRS Carpenter Technology	$4,899,679	$2,510,342 â–²	105.1%	12,431	0.0%	Basic Materials
SOLARIS ENERGY INFRAS INC	$4,728,474	$3,112,458 â–²	192.6%	83,675	0.0%	COM CL A
BW Babcock	$3,988,217	$2,191,924 â–²	122.0%	271,492	0.0%	Computer and Technology
TME Tencent Music Entertainment Group	$3,807,380	$20,314 â–¼	-0.5%	410,278	0.0%	Consumer Discretionary
PAYC Paycom Software	$3,747,225	$219,283,582 â–¼	-98.3%	30,831	0.0%	Computer and Technology
FIGURE TECHNOLOGY SOLUTIO	$3,586,274	$3,151,612 â–²	725.1%	105,634	0.0%	COM CL A
KARMAN HLDGS INC	$3,527,483	$3,010,760 â–²	582.7%	44,066	0.0%	COMMON STOCK
BBIO BridgeBio Pharma	$3,411,059	$571,282 â–²	20.1%	45,934	0.0%	Medical
PRAXIS PRECISION MEDICINES I	$3,235,754	$3,235,754 â–²	New Holding	10,043	0.0%	COM NEW
GH Guardant Health	$3,207,548	$1,390,907 â–²	76.6%	34,725	0.0%	Medical
IBN ICICI Bank	$3,057,724	$150,556 â–¼	-4.7%	118,059	0.0%	Finance
ONON ON	$2,995,481	$3,620,800 â–¼	-54.7%	88,051	0.0%	Retail/Wholesale
AEHR Aehr Test Systems	$2,944,004	$1,827,488 â–²	163.7%	79,396	0.0%	Computer and Technology
ROAD Construction Partners	$2,925,678	$1,746,139 â–²	148.0%	26,329	0.0%	Construction
ADBE Adobe	$2,884,835	$324,196,338 â–¼	-99.1%	11,868	0.0%	Computer and Technology
ATRO Astronics	$2,830,019	$752,781 â–¼	-21.0%	42,410	0.0%	Aerospace
AXTI AXT	$2,812,989	$1,547,178 â–²	122.2%	49,368	0.0%	Computer and Technology
TSLA Tesla	$2,739,054	$298,515 â–¼	-9.8%	7,368	0.0%	Auto/Tires/Trucks
SE SEA	$2,722,322	$814,527 â–¼	-23.0%	32,874	0.0%	Computer and Technology
TIGO Millicom International Cellular	$2,705,034	$1,379,720 â–²	104.1%	36,096	0.0%	Computer and Technology
CAAP Corporacion America Airports	$2,682,485	$1,369,453 â–²	104.3%	106,069	0.0%	Transportation
W Wayfair	$2,648,595	$628,680 â–²	31.1%	35,216	0.0%	Retail/Wholesale
VCTR Victory Capital	$2,610,557	$1,880,782 â–²	257.7%	39,868	0.0%	Finance
PTGX Protagonist Therapeutics	$2,565,120	$420,335 â–²	19.6%	24,337	0.0%	Medical
SRRK Scholar Rock	$2,553,911	$1,484,091 â–²	138.7%	51,951	0.0%	Medical
SITM SiTime	$2,452,330	$2,452,330 â–²	New Holding	7,101	0.0%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$2,443,256	$1,924,950 â–¼	-44.1%	3,757	0.0%	Finance
JOBY Joby Aviation	$2,434,668	$369,115 â–²	17.9%	294,754	0.0%	Transportation
OPY Oppenheimer	$2,404,027	$946,395 â–²	64.9%	26,954	0.0%	Finance
FTI TechnipFMC	$2,370,675	$112,129 â–¼	-4.5%	34,293	0.0%	Energy
CVNA Carvana	$2,310,064	$511,182 â–¼	-18.1%	7,348	0.0%	Retail/Wholesale
VICR Vicor	$2,237,739	$2,237,739 â–²	New Holding	13,899	0.0%	Computer and Technology
RESOLUTE HLDGS MGMT INC	$2,218,479	$1,176,026 â–¼	-34.6%	13,669	0.0%	COM
ASTE Astec Industries	$2,216,700	$1,013,699 â–²	84.3%	41,172	0.0%	Industrials
CCJ Cameco	$2,195,008	$864,970 â–¼	-28.3%	20,210	0.0%	Basic Materials
PRLB Proto Labs	$2,143,610	$1,907,091 â–²	806.3%	37,594	0.0%	Industrials
KTOS Kratos Defense & Security Solutions	$2,063,475	$674,640 â–²	48.6%	29,265	0.0%	Aerospace
REAL RealReal	$2,014,534	$424,735 â–²	26.7%	221,865	0.0%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Polen Capital Management LLC Top Holdings and 13F Report (2026)

About Polen Capital Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Polen Capital Management LLC Top Holdings and 13F Report (2026)

About Polen Capital Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPolen Capital Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools