account_balance
Investment manager · 13F filer · SEC CIK 1034524
Polen Capital Management LLC
Reported value$11.6Bas of Jun 30, 2026
Positions219 68 new, 70 sold out
Top 10 weight58.7%LLY alone is 7%
FiledAug 435 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
LLYEli Lilly & Co
6.9%Trimmed −27%
NVDANvidia Corporation
6.9%Trimmed −3%
MSFTMicrosoft Corp
6.7%Trimmed −26%
GOOGAlphabet Inc
6.6%Trimmed −27%
AVGOBroadcom Inc
6.4%Trimmed −27%
AMZNAmazon Com Inc
5.8%Trimmed −28%
VVisa Inc
5.3%Trimmed −26%
MAMastercard Incorporated
5.1%Trimmed −26%
NOWServicenow Inc
4.6%Trimmed −26%
ORCLOracle Corp
4.5%Trimmed −29%
SHOPShopify Inc
4.5%Trimmed −27%
MSCI3.2%LLY6.9%NVDA6.9%MSFT6.7%
GOOGAlphabet Inc
6.6%Trimmed −27%
AVGOBroadcom Inc
6.4%Trimmed −27%
AMZNAmazon Com Inc
5.8%Trimmed −28%
V5.3%MA5.1%NOW4.6%ORCL4.5%SHOP4.5%MSCI3.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LLY Eli Lilly & Co 6.9% Trimmed −27%NVDA Nvidia Corporation 6.9% Trimmed −3%MSFT Microsoft Corp 6.7% Trimmed −26%GOOG Alphabet Inc 6.6% Trimmed −27%AVGO Broadcom Inc 6.4% Trimmed −27%AMZN Amazon Com Inc 5.8% Trimmed −28%V Visa Inc 5.3% Trimmed −26%MA Mastercard Incorporated 5.1% Trimmed −26%NOW Servicenow Inc 4.6% Trimmed −26%ORCL Oracle Corp 4.5% Trimmed −29%SHOP Shopify Inc 4.5% Trimmed −27%MSCI MSCI Inc 3.2% Trimmed −28%
What changed