# Polen Capital — Polen Capital Management

Source: SEC EDGAR 13F filings (CIK 0001034524).
Page URL: https://superinvestorclub.com/manager/271
Last updated: 2026-07-08T11:25:26.577Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-14), Polen Capital reported 221 long equity positions in their Polen Capital Management 13F filing, with a total reported value of $14.46B.

### About

Quality growth, concentrated portfolios

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | MSFT | MICROSOFT CORP | 2845888 | $1.05B | 7.29% | -27.2% |
| 2 | GOOG | ALPHABET INC | 2946637 | $845.3M | 5.85% | -26.7% |
| 3 | LLY | ELI LILLY & CO | 914557 | $841.2M | 5.82% | +-26.6% |
| 4 | AVGO | BROADCOM INC | 2697567 | $834.9M | 5.78% | -23.6% |
| 5 | AMZN | AMAZON COM INC | 3896739 | $811.6M | 5.61% | -55.0% |
| 6 | MA | MASTERCARD INCORPORATED | 1541388 | $770.2M | 5.33% | -27.7% |
| 7 | NOW | SERVICENOW INC | 7269453 | $760.0M | 5.26% | +28.0% |
| 8 | SHOP | SHOPIFY INC | 6306740 | $748.1M | 5.17% | -12.4% |
| 9 | V | VISA INC | 2445760 | $739.2M | 5.11% | -27.5% |
| 10 | ORCL | ORACLE CORP | 5024257 | $739.1M | 5.11% | -30.1% |
| 11 | NVDA | NVIDIA CORPORATION | 4104247 | $715.8M | 4.95% | -23.0% |
| 12 | CSGP | COSTAR GROUP INC | 12570368 | $507.1M | 3.51% | 157.0% |
| 13 | MSCI | MSCI INC | 929509 | $501.0M | 3.47% | +-30.2% |
| 14 | ZBH | ZOETIS INC | 4223076 | $499.2M | 3.45% | -24.1% |
| 15 | SBUX | STARBUCKS CORP | 5055488 | $452.9M | 3.13% | -25.5% |
| 16 | AON | AON PLC | 1354053 | $437.1M | 3.02% | -26.7% |
| 17 | IDXX | IDEXX LABS INC | 695811 | $391.0M | 2.70% | -27.6% |
| 18 | ABNB | AIRBNB INC | 2273747 | $287.1M | 1.99% | -25.0% |
| 19 | INTC | INTUITIVE SURGICAL INC | 606826 | $279.7M | 1.94% | -28.0% |
| 20 | META | META PLATFORMS INC | 476663 | $272.7M | 1.89% | NEW |
| 21 | ACN | ACCENTURE PLC IRELAND | 1354748 | $268.6M | 1.86% | -28.0% |
| 22 | SNPS | SYNOPSYS INC | 671233 | $266.1M | 1.84% | -20.6% |
| 23 | LRCX | LAM RESEARCH CORP | 1054495 | $225.3M | 1.56% | NEW |
| 24 | UBER | UBER TECHNOLOGIES INC | 2917928 | $209.9M | 1.45% | -18.2% |
| 25 | IWF | ISHARES TR | 406863 | $173.5M | 1.20% | -47.6% |

## New positions this quarter (69)

- META (META PLATFORMS INC): 476663 shares, $272.7M
- LRCX (LAM RESEARCH CORP): 1054495 shares, $225.3M
- ROL (ROLLINS INC): 2177678 shares, $116.3M
- DOCN (DIGITALOCEAN HLDGS INC): 96206 shares, $8.3M
- FSLY (FASTLY INC): 238518 shares, $6.9M
- MCHI (ISHARES TR): 96813 shares, $5.4M
- EWT (ISHARES INC): 72894 shares, $5.2M
- AZNCF (ASTRAZENECA PLC): 26046 shares, $5.1M
- PRAX (PRAXIS PRECISION MEDICINES I): 10043 shares, $3.2M
- SITM (SITIME CORP): 7101 shares, $2.5M
- VICR (VICOR CORP): 13899 shares, $2.2M
- AZZ (AZZ INC): 14438 shares, $1.8M
- AIR (AAR CORP): 16208 shares, $1.8M
- LIND (LINDBLAD EXPEDITIONS HLDGS I): 102127 shares, $1.8M
- LFUS (LITTELFUSE INC): 4959 shares, $1.7M
- SHAK (SHAKE SHACK INC): 18840 shares, $1.7M
- WT (WISDOMTREE INC): 109005 shares, $1.6M
- WULF (TERAWULF INC): 106375 shares, $1.5M
- NXE (NEXGEN ENERGY LTD): 117610 shares, $1.4M
- OUT (OUTFRONT MEDIA INC): 51411 shares, $1.4M

## Increased positions (69)

- LLY: 914557 shares (-26.6%), $841.2M
- NOW: 7269453 shares (+28.0%), $760.0M
- MSCI: 929509 shares (-30.2%), $501.0M
- BSX: 579739 shares (-85.6%), $36.4M
- ASMLF: 16072 shares (+43.6%), $21.2M
- NU: 1217238 shares (+5.1%), $17.5M
- SAPGF: 66674 shares (-71.4%), $11.4M
- BELFB: 43339 shares (+92.4%), $8.6M
- NFLX: 83285 shares (-52.1%), $8.0M
- BWXT: 38123 shares (+17.9%), $7.8M
- VSECU: 42040 shares (+22.2%), $7.8M
- AMPX: 422145 shares (+46.4%), $7.1M
- MOD: 29042 shares (+103.0%), $6.3M
- PL: 213914 shares (+91.8%), $6.0M
- BKD: 420374 shares (+109.6%), $5.8M
- IESC: 11953 shares (+9.2%), $5.7M
- SPHR: 48293 shares (+102.7%), $5.7M
- LASR: 89791 shares (+45.7%), $5.1M
- WGS: 77419 shares (+29.3%), $5.0M
- SEI: 83675 shares (+192.6%), $4.7M

## Reduced positions (83)

- MSFT: 2845888 shares (-27.2%), $1.05B
- GOOG: 2946637 shares (-26.7%), $845.3M
- AVGO: 2697567 shares (-23.6%), $834.9M
- AMZN: 3896739 shares (-55.0%), $811.6M
- MA: 1541388 shares (-27.7%), $770.2M
- SHOP: 6306740 shares (-12.4%), $748.1M
- V: 2445760 shares (-27.5%), $739.2M
- ORCL: 5024257 shares (-30.1%), $739.1M
- NVDA: 4104247 shares (-23.0%), $715.8M
- CSGP: 12570368 shares (157.0%), $507.1M
- ZBH: 4223076 shares (-24.1%), $499.2M
- SBUX: 5055488 shares (-25.5%), $452.9M
- AON: 1354053 shares (-26.7%), $437.1M
- IDXX: 695811 shares (-27.6%), $391.0M
- ABNB: 2273747 shares (-25.0%), $287.1M
- INTC: 606826 shares (-28.0%), $279.7M
- ACN: 1354748 shares (-28.0%), $268.6M
- SNPS: 671233 shares (-20.6%), $266.1M
- UBER: 2917928 shares (-18.2%), $209.9M
- IWF: 406863 shares (-47.6%), $173.5M

## Sold positions (82)

- ICLR: previously held 105206 shares worth $19.2M
- MNDY: previously held 79332 shares worth $11.7M
- IVV: previously held 13669 shares worth $9.4M
- GLOB: previously held 90462 shares worth $5.9M
- MMYT: previously held 53658 shares worth $4.4M
- PDD: previously held 31329 shares worth $3.6M
- KARO: previously held 74821 shares worth $3.4M
- HURN: previously held 15086 shares worth $2.6M
- WDAY: previously held 10782 shares worth $2.3M
- BWXT: previously held 12500 shares worth $2.2M
- ATEC: previously held 95761 shares worth $2.0M
- VTI: previously held 5677 shares worth $1.9M
- BE: previously held 21600 shares worth $1.9M
- RDVT: previously held 30328 shares worth $1.7M
- TMO: previously held 2307 shares worth $1.3M
- PGY: previously held 63497 shares worth $1.3M
- GRAL: previously held 13526 shares worth $1.2M
- LQDA: previously held 33538 shares worth $1.2M
- AORT: previously held 25259 shares worth $1.2M
- CRDO: previously held 7915 shares worth $1.1M

## Filing history (5)

- 2026-03-31 (filed 2026-05-14)
- 2025-12-31 (filed 2026-02-12)
- 2025-09-30 (filed 2025-11-12)
- 2025-06-30 (filed 2025-08-13)
- 2025-03-31 (filed 2025-05-12)

## Citation

When citing, use: "Polen Capital, Polen Capital Management, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/271)".