Holdings
Polen Growth Fund
As of Jul 31, 2026, Polen Growth Fund reported 26 positions worth US$1.61B. Largest: Microsoft Corp., Nvidia Corporation and Broadcom Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 294K | US$137M | −87,800 | Jul 31, 2026 |
| Nvidia Corporation | 607K | US$122M | +62,287 | Jul 31, 2026 |
| Broadcom Inc. | 313K | US$122M | −78,880 | Jul 31, 2026 |
| Eli Lilly And Company | 97,028 | US$111M | −30,436 | Jul 31, 2026 |
| Amazon.com, Inc. | 383K | US$104M | −131K | Jul 31, 2026 |
| Alphabet Inc (google) Class C | 287K | US$103M | −86,432 | Jul 31, 2026 |
| Visa Inc. | 242K | US$88.5M | −70,139 | Jul 31, 2026 |
| Mastercard Incorporated | 154K | US$88.1M | −48,449 | Jul 31, 2026 |
| Servicenow, Inc. | 770K | US$85.7M | −235K | Jul 31, 2026 |
| Oracle Corporation | 603K | US$78.3M | −152K | Jul 31, 2026 |