Polen Capital Management 13F Holdings & Portfolio Activity

Review Polen Capital Management's current 13F holdings, portfolio weights, historical transactions, and position-level price context.

Polen Capital Management Top Current Holdings

Polen Capital Management's largest current 13F holdings indexed by Finoriq. Latest period 2026-03-31. Latest filing 2026-05-14. Reported value $14.5B.

Rank	Holding	Value	Portfolio	Latest Filing
1	MSFTMICROSOFT CORPCOM \| 594918104	$1.1B	7.3%	2026-05-14
2	GOOGALPHABET INCCAP STK CL C \| 02079K107	$845.3M	5.8%	2026-05-14
3	LLYELI LILLY & COCOM \| 532457108	$841.2M	5.8%	2026-05-14
4	AVGOBROADCOM INCCOM \| 11135F101	$834.9M	5.8%	2026-05-14
5	AMZNAMAZON COM INCCOM \| 023135106	$811.6M	5.6%	2026-05-14
6	MAMASTERCARD INCORPORATEDCL A \| 57636Q104	$770.2M	5.3%	2026-05-14
7	NOWSERVICENOW INCCOM \| 81762P102	$760M	5.3%	2026-05-14
8	SHOPSHOPIFY INCCL A SUB VTG SHS \| 82509L107	$748.1M	5.2%	2026-05-14
9	VVISA INCCOM CL A \| 92826C839	$739.2M	5.1%	2026-05-14
10	ORCLORACLE CORPCOM \| 68389X105	$739.1M	5.1%	2026-05-14
11	NVDANVIDIA CORPORATIONCOM \| 67066G104	$715.8M	5.0%	2026-05-14
12	CSGPCOSTAR GROUP INCCOM \| 22160N109	$507.1M	3.5%	2026-05-14
13	MSCIMSCI INCCOM \| 55354G100	$501M	3.5%	2026-05-14
14	ZTSZOETIS INCCL A \| 98978V103	$499.2M	3.5%	2026-05-14
15	SBUXSTARBUCKS CORPCOM \| 855244109	$452.9M	3.1%	2026-05-14
16	AONAON PLCSHS CL A \| G0403H108	$437.1M	3.0%	2026-05-14
17	IDXXIDEXX LABS INCCOM \| 45168D104	$391M	2.7%	2026-05-14
18	ABNBAIRBNB INCCOM CL A \| 009066101	$287.1M	2.0%	2026-05-14
19	ISRGINTUITIVE SURGICAL INCCOM NEW \| 46120E602	$279.7M	1.9%	2026-05-14
20	METAMETA PLATFORMS INCCL A \| 30303M102	$272.7M	1.9%	2026-05-14

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