Institutional Fund
Polen Capital Management LLC
Boca Raton, FLCIK 10345245 filings on record
Portfolio Value
$14.46B
Q1 2026
Holdings
221
Reported positions
New Buys
69
Opened this quarter
QoQ Change
-38.3%
from $23.42B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp7.3%
- Alphabet Inc5.8%
- Eli Lilly & Co5.8%
- Broadcom Inc5.8%
- Amazon Com Inc5.6%
- Mastercard Incorporated5.3%
- Other64.3%
Portfolio Holdings
221 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 2.85M | $1.05B | 7.3% | −1.06M | Reduced |
| 2 | Alphabet Inc | 2.95M | $845.27M | 5.8% | −1.07M | Reduced |
| 3 | Eli Lilly & Co | 914.6K | $841.18M | 5.8% | −331.5K | Reduced |
| 4 | Broadcom Inc | 2.70M | $834.92M | 5.8% | −834.1K | Reduced |
| 5 | Amazon Com Inc | 3.90M | $811.57M | 5.6% | −4.76M | Reduced |
| 6 | Mastercard Incorporated | 1.54M | $770.17M | 5.3% | −590.3K | Reduced |
| 7 | Servicenow Inc | 7.27M | $760.02M | 5.3% | +1.59M | Added |
| 8 | Shopify Inc | 6.31M | $748.11M | 5.2% | −895.1K | Reduced |
| 9 | Visa Inc | 2.45M | $739.21M | 5.1% | −929.6K | Reduced |
| 10 | Oracle Corp | 5.02M | $739.12M | 5.1% | −2.16M | Reduced |
211 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio