Polen Capital Management 13F, Q1 2026
Polen Capital · quarter ending 31 March 2026 · filed 14 May 2026 · SEC CIK 1034524
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2026
The 25 largest of 221 positions. Weights are against the whole filed book. Changes are in shares held, against the Q4 2025 filing.
| Company | Ticker | Value | % of book | vs Q4 2025 |
|---|---|---|---|---|
| MICROSOFT CORP | MSFT | $1.05B | 7.3% | -27% shares |
| ALPHABET INC | GOOG | $845.27M | 5.8% | -27% shares |
| ELI LILLY & CO | LLY | $841.18M | 5.8% | -27% shares |
| BROADCOM INC | AVGO | $834.92M | 5.8% | -24% shares |
| AMAZON COM INC | AMZN | $811.57M | 5.6% | -55% shares |
| MASTERCARD INCORPORATED | MA | $770.17M | 5.3% | -28% shares |
| SERVICENOW INC | NOW | $760.02M | 5.3% | +28% shares |
| SHOPIFY INC | SHOP | $748.11M | 5.2% | -12% shares |
| VISA INC | V | $739.21M | 5.1% | -28% shares |
| ORACLE CORP | ORCL | $739.12M | 5.1% | -30% shares |
| NVIDIA CORPORATION | NVDA | $715.78M | 5.0% | -23% shares |
| COSTAR GROUP INC | CSGP | $507.09M | 3.5% | +157% shares |
| MSCI INC | MSCI | $501.01M | 3.5% | -30% shares |
| ZOETIS INC | ZTS | $499.21M | 3.5% | -24% shares |
| STARBUCKS CORP | SBUX | $452.92M | 3.1% | -26% shares |
| AON PLC | $437.06M | 3.0% | -27% shares | |
| IDEXX LABS INC | IDXX | $390.97M | 2.7% | -28% shares |
| AIRBNB INC | ABNB | $287.13M | 2.0% | -25% shares |
| INTUITIVE SURGICAL INC | ISRG | $279.74M | 1.9% | -28% shares |
| META PLATFORMS INC | META | $272.71M | 1.9% | new |
| ACCENTURE PLC IRELAND | $268.63M | 1.9% | -28% shares | |
| SYNOPSYS INC | SNPS | $266.13M | 1.8% | -21% shares |
| LAM RESEARCH CORP | LRCX | $225.30M | 1.6% | new |
| UBER TECHNOLOGIES INC | UBER | $209.89M | 1.4% | -18% shares |
| ISHARES TR | IWF | $173.49M | 1.2% | -48% shares |
What changed since Q4 2025
Against the Q4 2025 filing, Polen Capital Management opened 69 new positions, added to 66, trimmed 78, left 8 unchanged and exited 79. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
and 61 more
Exited
- ICON PLCwas $19.17M
- MONDAY COM LTDwas $11.71M
- IVVwas $9.36M
- GLOBANT S Awas $5.91M
- MAKEMYTRIP LIMITED MAURITIUSwas $4.41M
- PDDwas $3.55M
- KAROOOOO LTDwas $3.40M
- HURNwas $2.61M
and 71 more
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-26-001911, filed by POLEN CAPITAL MANAGEMENT LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.