Holdings
Polen Capital Management LLC
As of Jun 30, 2026, Polen Capital Management LLC reported 193 positions worth US$11.4B. Largest: Eli Lilly And Company, Nvidia Corporation and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Eli Lilly And Company | 667K | US$800M | −248K | Jun 30, 2026 |
| Nvidia Corporation | 3.98M | US$796M | −126K | Jun 30, 2026 |
| Microsoft Corp. | 2.1M | US$783M | −747K | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2.17M | US$775M | −799K | Jun 30, 2026 |
| Broadcom Inc. | 1.96M | US$740M | −737K | Jun 30, 2026 |
| Amazon.com, Inc. | 2.81M | US$670M | −1.09M | Jun 30, 2026 |
| Visa Inc. | 1.81M | US$619M | −640K | Jun 30, 2026 |
| Mastercard Incorporated | 1.14M | US$587M | −399K | Jun 30, 2026 |
| Servicenow, Inc. | 5.37M | US$533M | −1.9M | Jun 30, 2026 |
| Oracle Corporation | 3.57M | US$524M | −1.45M | Jun 30, 2026 |