Polen Capital Management
POLEN CAPITAL MANAGEMENT LLC · CIK 0001034524 · BOCA RATON, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source ↗Growth Investor
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$11.61B
2026 Q2
Positions
219
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
58.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
LLY
ELI LILLY & CO
6.9%
NVDA
NVIDIA CORPORATION
6.9%
MSFT
MICROSOFT CORP
6.7%
GOOG
ALPHABET INC
6.6%
AVGO
BROADCOM INC
6.4%
AMZN
AMAZON COM INC
5.8%
V
VISA INC
5.3%
MA
MASTERCARD INCORPORATED
5.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Related managers
Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| Sands Capital Management | 14.1% | CRS, CVNA, IWF, LRCX, LLY, MSFT, TSM, V +17 |
| ARK Investment Management (Cathie Wood) | 12.8% | BFLY, LLY, MSFT, PRLB, SNPS, TSM, META, GOOG +21 |
| Baillie Gifford | 12.2% | MSFT, TSM, META, GOOG, ADBE, GOOGL, AAPL, MA +22 |
| Capital Research Global Investors | 10.7% | CVNA, GE, LLY, MSFT, SBUX, SNPS, TSM, V +22 |
| Coatue Management | 10.7% | CVNA, LRCX, MSFT, SNPS, TSM, META, GOOG, GOOGL +11 |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.