AI Analysis · Q1 2026 · Q1 2026
POLEN CAPITAL MANAGEMENT LLC reported $14.5B in 13F holdings for the quarter ending 2026-03-31, concentrated in technology with leading positions in MSFT, GOOG, LLY. Notable moves this quarter: CSGP INCREASED (+$178.2M); NOW INCREASED ($-110.2M). 14 new positions initiated, 14 closed out, reflecting 64 total changes from the prior quarter.
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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