EdgeMarket › What Polen Capital Management Llc reported owning
What Polen Capital Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
14.5BPositions
221Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | 1.1B | 7.3% | 2.8M | 483.24 | -4.4% |
| GOOG Alphabet Inc. | 845.3M | 5.8% | 2.9M | 341.75 | +70.7% |
| LLY ELI LILLY & Co | 841.2M | 5.8% | 914.6K | 1,255.40 | +78.0% |
| AVGO Broadcom Inc. | 834.9M | 5.8% | 2.7M | 368.45 | +26.5% |
| AMZN AMAZON COM INC | 811.6M | 5.6% | 3.9M | 258.63 | +15.6% |
| MA Mastercard Inc | 770.2M | 5.3% | 1.5M | 580.63 | -2.0% |
| NOW ServiceNow, Inc. | 760.0M | 5.3% | 7.3M | 128.48 | -27.8% |
| SHOP SHOPIFY INC. | 748.1M | 5.2% | 6.3M | 149.25 | +8.7% |
| V VISA INC. | 739.2M | 5.1% | 2.4M | 371.04 | +7.9% |
| ORCL ORACLE CORP | 739.1M | 5.1% | 5.0M | 146.47 | -37.7% |
| NVDA NVIDIA CORP | 715.8M | 5.0% | 4.1M | 214.72 | +22.4% |
| CSGP COSTAR GROUP, INC. | 507.1M | 3.5% | 12.6M | 32.26 | -63.4% |
| MSCI MSCI Inc. | 501.0M | 3.5% | 929.5K | 563.49 | -1.9% |
| ZTS Zoetis Inc. | 499.2M | 3.5% | 4.2M | 77.73 | -50.4% |
| SBUX STARBUCKS CORP | 452.9M | 3.1% | 5.1M | 107.08 | +19.6% |
| AON Aon plc | 437.1M | 3.0% | 1.4M | 355.11 | -5.1% |
| IDXX IDEXX LABORATORIES INC /DE | 391.0M | 2.7% | 695.8K | 556.93 | -13.0% |
| ABNB Airbnb, Inc. | 287.1M | 2.0% | 2.3M | 187.30 | +49.9% |
| ISRG INTUITIVE SURGICAL INC | 279.7M | 1.9% | 606.8K | 378.81 | -21.2% |
| META Meta Platforms, Inc. | 272.7M | 1.9% | 476.7K | 549.90 | -26.5% |
| ACN Accenture plc | 268.6M | 1.9% | 1.4M | 185.28 | -27.4% |
| SNPS SYNOPSYS INC | 266.1M | 1.8% | 671.2K | 397.87 | -33.8% |
| LRCX LAM RESEARCH CORP | 225.3M | 1.6% | 1.1M | 314.00 | +216.7% |
| UBER Uber Technologies, Inc | 209.9M | 1.5% | 2.9M | 78.80 | -15.9% |
| IWF iShares Russell 1000 Growth Fund | 173.5M | 1.2% | 406.9K | 122.39 | +11.2% |
| ROL ROLLINS INC | 116.3M | 0.8% | 2.2M | 36.91 | -36.8% |
| MELI MERCADOLIBRE INC | 59.6M | 0.4% | 34.5K | 1,922.73 | -17.7% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 59.0M | 0.4% | 174.7K | 418.95 | +83.3% |
| SPOT Spotify Technology S.A. | 52.1M | 0.4% | 107.4K | 533.72 | -24.2% |
| ACWI iShares MSCI ACWI ETF | 42.4M | 0.3% | 306.4K | 160.81 | +21.3% |
| BSX BOSTON SCIENTIFIC CORP | 36.4M | 0.3% | 579.7K | 50.37 | -52.5% |
| ASML ASML HOLDING NV | 21.2M | 0.1% | 16.1K | 1,763.76 | +135.3% |
| NU Nu Holdings Ltd. | 17.5M | 0.1% | 1.2M | 14.58 | +7.0% |
| SAP SAP SE | 11.4M | 0.1% | 66.7K | 218.68 | -19.8% |
| AGX ARGAN INC | 9.8M | 0.1% | 18.0K | 501.63 | +132.4% |
| POWL POWELL INDUSTRIES INC | 9.5M | 0.1% | 17.5K | 197.67 | +140.6% |
| BE Bloom Energy Corp | 9.1M | 0.1% | 67.2K | 201.45 | +352.6% |
| INTU INTUIT INC. | 8.6M | 0.1% | 19.9K | 367.00 | -47.5% |
| BELFB BEL FUSE INC /NJ | 8.6M | 0.1% | 43.3K | 255.46 | +98.9% |
| CECO CECO ENVIRONMENTAL CORP | 8.5M | 0.1% | 143.2K | 71.52 | +58.2% |
| DOCN DigitalOcean Holdings, Inc. | 8.3M | 0.1% | 96.2K | 115.64 | +282.8% |
| GOOGL Alphabet Inc. | 8.1M | 0.1% | 28.2K | 344.82 | +73.0% |
| NFLX NETFLIX INC | 8.0M | 0.1% | 83.3K | 79.59 | -34.4% |
| BWXT BWX Technologies, Inc. | 7.8M | 0.1% | 38.1K | 156.78 | -4.1% |
| VSEC VSE CORP | 7.8M | 0.1% | 42.0K | 217.58 | +36.2% |
| AMPX Amprius Technologies, Inc. | 7.1M | 0.0% | 422.1K | 10.34 | +53.4% |
| YOU Clear Secure, Inc. | 7.1M | 0.0% | 145.9K | 43.29 | +28.9% |
| VUG Vanguard Morningstar Growth ETF | 7.0M | 0.0% | 16.0K | 87.50 | +15.9% |
| FSLY Fastly, Inc. | 6.9M | 0.0% | 238.5K | 24.95 | +246.5% |
| MOD MODINE MANUFACTURING CO | 6.3M | 0.0% | 29.0K | 197.68 | +46.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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