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Polen Capital Management's 2026Q1 portfolio

Polen Capital Management (Polen Capital Management) held 45 positions as of Mar 31, 2026, with the largest position at 7.3% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Mar 31, 2026 (45)

  1. 1MSFTMicrosoft Corp
    % port
    7.3%
    -0.8pp vs prior Q
  2. 2GOOGAlphabet Inc-cl C
    % port
    5.8%
    +0.5pp vs prior Q
  3. 3LLYEli Lilly & CO
    % port
    5.8%
  4. 4AVGOBroadcom Inc
    % port
    5.8%
    +0.6pp vs prior Q
  5. 5AMZNAmazon.com Inc
    % port
    5.6%
    -2.9pp vs prior Q
  6. 6MAMastercard Inc - A
    % port
    5.3%
    +0.1pp vs prior Q
  7. 7NOWServicenow Inc
    % port
    5.3%
    +1.5pp vs prior Q
  8. 8SHOPShopify Inc - Class A
    % port
    5.2%
    +0.2pp vs prior Q
  9. 9VVisa Inc-class A Shares
    % port
    5.1%
  10. 10ORCLOracle Corp
    % port
    5.1%
    -0.9pp vs prior Q
  11. 11NVDANvidia Corp
    % port
    5.0%
    +0.7pp vs prior Q
  12. 12CSGPCostar Group Inc
    % port
    3.5%
    +2.1pp vs prior Q
  13. 13MSCIMsci Inc
    % port
    3.5%
    +0.2pp vs prior Q
  14. 14ZTSZoetis Inc
    % port
    3.5%
    +0.5pp vs prior Q
  15. 15SBUXStarbucks Corp
    % port
    3.1%
    +0.7pp vs prior Q
  16. 16AONAon Plc
    % port
    3.0%
    +0.2pp vs prior Q
  17. 17IDXXIdexx Laboratories Inc
    % port
    2.7%
  18. 18ABNBAirbnb Inc-class A
    % port
    2.0%
    +0.2pp vs prior Q
  19. 19ISRGIntuitive Surgical Inc
    % port
    1.9%
    -0.1pp vs prior Q
  20. 20METAMeta Platforms Inc-class A
    % port
    1.9%
  21. 21ACNAccenture Plc Ireland
    % port
    1.9%
    -0.3pp vs prior Q
  22. 22SNPSSynopsys Inc
    % port
    1.8%
    +0.1pp vs prior Q
  23. 23LRCXLam Research Corp
    % port
    1.6%
  24. 24UBERUber Technologies Inc
    % port
    1.5%
    +0.2pp vs prior Q
  25. 25IWFIshares Russell 1000 Growth
    % port
    1.2%
    -0.4pp vs prior Q
  26. 26ROLRollins Inc
    % port
    0.8%
  27. 27MELIMercadolibre Inc
    % port
    0.4%
  28. 28TSMTaiwan Semiconductor-sp Adr
    % port
    0.4%
    +0.1pp vs prior Q
  29. 29SPOTSpotify Technology S A
    % port
    0.4%
    +0.2pp vs prior Q
  30. 30ACWIIshares Msci Acwi Etf
    % port
    0.3%
  31. 31BSXBoston Scientific Corp
    % port
    0.3%
    -1.4pp vs prior Q
  32. 32ASMLAsml Hldg NV
    % port
    0.1%
  33. 33NUNU Hldgs Ltd
    % port
    0.1%
  34. 34SAPSap Se-sponsored Adr
    % port
    0.1%
    -0.2pp vs prior Q
  35. 35AGXArgan Inc
    % port
    0.1%
  36. 36POWLPowell Industries Inc
    % port
    0.1%
  37. 37BEBloom Energy Corp- A
    % port
    0.1%
  38. 38INTUIntuit Inc
    % port
    0.1%
    -1.4pp vs prior Q
  39. 39BELFBBel Fuse Inc-cl B
    % port
    0.1%
  40. 40CECOCeco Environmental Corp
    % port
    0.1%
  41. 41DOCNDigitalocean Holdings Inc
    % port
    0.1%
  42. 42GOOGLAlphabet Inc-cl A
    % port
    0.1%
  43. 43NFLXNetflix Inc
    % port
    0.1%
  44. 44BWXTBwx Technologies Inc
    % port
    0.1%
  45. 45VSECVse Corp
    % port
    0.1%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.