13F Insight
DOSSIER · 13F-HR · Q2 2026

POLEN CAPITAL MANAGEMENT LLC

$11.6B in tracked AUM across 219 positions as of Q2 2026.

PC
CIK 0001034524 · last filed Jun 30, 2026
Total AUM
$11.6B
as of Q2 2026
Holdings
219
—
positions
Whale Score
72
72
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 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.

POLEN CAPITAL MANAGEMENT LLC entered 2026-03-31 with $14.5B in reported 13F holdings, placing it among the institution's recent AUM range. The portfolio maintains a technology tilt, with the top five positions accounting for a meaningful share of the overall book.

Top Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
LLY
ELI LILLY & CO
$800M667K6.9%02
NVDA
NVIDIA CORPORATION
$796M4.0M6.9%03
MSFT
MICROSOFT CORP
$783M2.1M6.7%04
GOOG
ALPHABET INC
$765M2.2M6.6%05
AVGO
BROADCOM INC
$740M2.0M6.4%06
AMZN
AMAZON COM INC
$670M2.8M5.8%07
V
VISA INC
$619M1.8M5.3%08
MA
MASTERCARD INCORPORATED
$587M1.1M5.1%09
NOW
SERVICENOW INC
$533M5.4M4.6%10
ORCL
ORACLE CORP
$524M3.6M4.5%

Filing history

2026Q2Jun 30
$11.6B▼ 19.7%
219 positionsView →2026Q1Mar 31
$14.5B▼ 38.3%
221 positionsView →2025Q4Dec 31
$23.4B▼ 24.0%
234 positionsView →2025Q3Sep 30
$30.8B▼ 5.5%
232 positionsView →2025Q2Jun 30
$32.6B▲ 2.3%
240 positionsLocked2025Q1Mar 31
$31.8B▼ 14.0%
117 positionsLocked2024Q4Dec 31
$37.0B▼ 4.5%
124 positionsLocked2024Q3Sep 30
$38.7B▼ 2.8%
118 positionsLocked2024Q2Jun 30
$39.9B▼ 8.0%
110 positionsLocked2024Q1Mar 31
$43.3B▲ 4.4%
104 positionsLocked2023Q4Dec 31
$41.5B▲ 9.1%
107 positionsLocked2023Q3Sep 30
$38.0B▼ 5.7%
99 positionsLocked
Showing 12 of 41