Polen Capital
Polen Capital Management · SEC CIK 1034524
Only the highest-quality growth compounders.
This filing is 158 days old. Polen Capital Management keeps roughly 75% of its positions in a typical quarter, so about 61% of this book is likely still intact today.
How half-life is computedSnapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.
Largest holdings, as filed
Top 10 of 221 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| MICROSOFT CORP | MSFT | $1.05B | 7.3% | |
| ALPHABET INC | GOOG | $845.27M | 5.8% | |
| ELI LILLY & CO | LLY | $841.18M | 5.8% | |
| BROADCOM INC | AVGO | $834.92M | 5.8% | |
| AMAZON COM INC | AMZN | $811.57M | 5.6% | |
| MASTERCARD INCORPORATED | MA | $770.17M | 5.3% | |
| SERVICENOW INC | NOW | $760.02M | 5.3% | |
| SHOPIFY INC | SHOP | $748.11M | 5.2% | |
| VISA INC | V | $739.21M | 5.1% | |
| ORACLE CORP | ORCL | $739.12M | 5.1% |
Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.
What changed last quarter
Between Q4 2025 and Q1 2026, the largest add was NOW (shares up 28%), now $760.02M; the largest trim was MSFT (shares down 27%); ICON PLC, MONDAY COM LTD no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Biggest buys, Q1 2026
Exited since Q4 2025
- was $19.17M
- was $11.71M
Exit scan covers the previous quarter's 40 largest positions, a stated bound, because reading a mega fund's entire book per page render is not honest engineering.
Common questions
What are Polen Capital's biggest holdings?
As of the Q1 2026 13F, the largest reported positions at Polen Capital Management are MSFT (7.3% of the book), GOOG (5.8% of the book), LLY (5.8% of the book).
How big is Polen Capital Management's portfolio?
The latest 13F reports $14.46B across 221 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.
Does Polen Capital still hold these positions?
Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Polen Capital Management's own filing history, the fund keeps roughly 75% of positions in a typical quarter, so at 158 days since the period end roughly 61% of this book is likely intact. The snapshot half-life for this fund is about 223 days.
What did Polen Capital buy and sell last quarter?
Between Q4 2025 and Q1 2026, the largest add was NOW (shares up 28%), now $760.02M; the largest trim was MSFT (shares down 27%); ICON PLC, MONDAY COM LTD no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Funds with overlapping books
Inside the app: the full book for Polen Capital Management, quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.