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Polen Capital Management Portfolio & 13F Holdings
Review Polen Capital Management's latest 13F holdings, top disclosed positions, portfolio value, and recent reported changes.
Polen Capital Management portfolio Top Holdings
Polen Capital Management portfolio and Polen Capital Management 13F holdings indexed by Finoriq. Latest filing 2026-05-14.
| Rank | Holding | Value | Latest Filing |
|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | $1.1B | 2026-05-14 |
| 2 | GOOGAlphabet Inc. | $845.3M | 2026-05-14 |
| 3 | LLYELI LILLY & Co | $841.2M | 2026-05-14 |
| 4 | AVGOBroadcom Inc. | $834.9M | 2026-05-14 |
| 5 | AMZNAMAZON COM INC | $811.6M | 2026-05-14 |
| 6 | MAMastercard Inc | $770.2M | 2026-05-14 |
| 7 | NOWServiceNow, Inc. | $760M | 2026-05-14 |
| 8 | SHOPSHOPIFY INC. | $748.1M | 2026-05-14 |
| 9 | VVISA INC. | $739.2M | 2026-05-14 |
| 10 | ORCLORACLE CORP | $739.1M | 2026-05-14 |
| 11 | NVDANVIDIA CORP | $715.8M | 2026-05-14 |
| 12 | CSGPCOSTAR GROUP, INC. | $507.1M | 2026-05-14 |
| 13 | MSCIMSCI Inc. | $501M | 2026-05-14 |
| 14 | ZTSZoetis Inc. | $499.2M | 2026-05-14 |
| 15 | SBUXSTARBUCKS CORP | $452.9M | 2026-05-14 |
| 16 | IDXXIDEXX LABORATORIES INC /DE | $391M | 2026-05-14 |
| 17 | ABNBAirbnb, Inc. | $287.1M | 2026-05-14 |
| 18 | ISRGINTUITIVE SURGICAL INC | $279.7M | 2026-05-14 |
| 19 | METAMeta Platforms, Inc. | $272.7M | 2026-05-14 |
| 20 | SNPSSYNOPSYS INC | $266.1M | 2026-05-14 |
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