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Filers›POLEN CAPITAL MANAGEMENT LLC
DOSSIER · 13F-HR · Q1 2026

POLEN CAPITAL MANAGEMENT LLC

$14.5B in tracked AUM across 221 positions as of Q1 2026.

PC
CIK 0001034524 · last filed Mar 31, 2026
Total AUM
$14.5B
as of Q1 2026
Holdings
221
—
positions
Whale Score
70
70
strong
Activity
—
no data
changes this Q
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.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$1.1B2.8M7.3%
02
GOOG
ALPHABET INC
$845M2.9M5.8%
03
LLY
ELI LILLY & CO
$841M915K5.8%
04
AVGO
BROADCOM INC
$835M2.7M5.8%
05
AMZN
AMAZON COM INC
$812M3.9M5.6%
06
MA
MASTERCARD INCORPORATED
$770M1.5M5.3%
07
NOW
SERVICENOW INC
$760M7.3M5.3%
08
SHOP
SHOPIFY INC
$748M6.3M5.2%
09
V
VISA INC
$739M2.4M5.1%
10
ORCL
ORACLE CORP
$739M5.0M5.1%

Filing history

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AI Agent · grounded in POLEN
haiku-4-5 · 221 positions indexed
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