13F Filing
POLEN CAPITAL MANAGEMENT LLC
Quality growth investment firm founded in 1979. Concentrated portfolio of high-quality businesses with strong returns on capital. Flagship Focus Growth strategy.
Filed2026.08.04
FilingCurrent Portfolio
$11.61B
Previous Portfolio
$14.46B
Change
−19.68%
Holdings
LLYELI LILLY & COReduced$799.9M6.89%
NVDANVIDIA CORPORATIONReduced$796.0M6.86%
MSFTMICROSOFT CORPReduced$782.8M6.74%
GOOGALPHABET INCReduced$765.0M6.59%
AVGOBROADCOM INCReduced$740.5M6.38%
AMZNAMAZON COM INCReduced$669.7M5.77%
VVISA INCReduced$619.5M5.34%
MAMASTERCARD INCORPORATEDReduced$586.5M5.05%
NOWSERVICENOW INCReduced$533.2M4.59%
ORCLORACLE CORPReduced$523.8M4.51%
| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  LLY ELI LILLY & CO | 6.89% | Reduced | $799.9M | 666,912 | −247,645 | Health Care |
| 2 |  NVDA NVIDIA CORPORATION | 6.86% | Reduced | $796.0M | 3,978,446 | −125,801 | Information Technology |
| 3 |  MSFT MICROSOFT CORP | 6.74% | Reduced | $782.8M | 2,098,613 | −747,275 | Information Technology |
| 4 |  GOOG ALPHABET INC | 6.59% | Reduced | $765.0M | 2,165,218 | −781,419 | Communication Services |
| 5 |  AVGO BROADCOM INC | 6.38% | Reduced | $740.5M | 1,960,209 | −737,358 | Information Technology |
| 6 |  AMZN AMAZON COM INC | 5.77% | Reduced | $669.7M | 2,809,953 | −1,086,786 | Consumer Discretionary |
| 7 |  V VISA INC | 5.34% | Reduced | $619.5M | 1,805,617 | −640,143 | Financials |
| 8 |  MA MASTERCARD INCORPORATED | 5.05% | Reduced | $586.5M | 1,141,958 | −399,430 | Financials |
| 9 |  NOW SERVICENOW INC | 4.59% | Reduced | $533.2M | 5,370,172 | −1,899,281 | Information Technology |
| 10 |  ORCL ORACLE CORP | 4.51% | Reduced | $523.8M | 3,574,259 | −1,449,998 | Information Technology |
Portfolio Changes
Buy Positions
New Buy
Current 2.22%
+690,493Shares
Current 1.99%
+196,612Shares
Current 1.39%
+819,236Shares
Current 1.06%
+457,124Shares
Current 0.74%
+103,123Shares
Additional Buy
+186.92%
+326,524Shares
+5.35%
+5,144Shares
+429.39%
+456,764Shares
+48.62%
+43,657Shares
+360.06%
+72,877Shares
Sell Positions
Full Exit
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Partial Exit
−27.08%
−247,645Shares
−3.07%
−125,801Shares
−26.26%
−747,275Shares
−26.52%
−781,419Shares
−27.33%
−737,358Shares
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