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Q2 2026 58/68 funds filed
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Quarter snapshot

Polen Capital Management

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Quarter
Q1 2026
Filed
2026-05-14
Portfolio value
$14,456,164,077
Positions
221
Sources
13F on EDGAR
history Ticker Change % of portfolio
≡ MSFT −27% 7.29%
≡ GOOGL −27% 5.85%
≡ LLY −27% 5.82%
≡ AVGO −24% 5.78%
≡ AMZN −55% 5.61%
≡ MA −28% 5.33%
≡ NOW +28% 5.26%
≡ SHOP −12% 5.17%
≡ V −28% 5.11%
≡ ORCL −30% 5.11%
≡ NVDA −23% 4.95%
≡ CSGP +157% 3.51%
≡ MSCI −30% 3.47%
≡ ZTS −24% 3.45%
≡ SBUX −26% 3.13%
≡ AON −27% 3.02%
≡ IDXX −28% 2.7%
≡ ABNB −25% 1.99%
≡ ISRG −28% 1.94%
≡ META Newly reported 1.89%
≡ ACN −28% 1.86%
≡ SNPS −21% 1.84%
≡ LRCX Newly reported 1.56%
≡ UBER −18% 1.45%
≡ IWF −48% 1.2%
≡ ROL Newly reported 0.8%
≡ MELI −28% 0.41%
≡ TSM −13% 0.41%
≡ SPOT +50% 0.36%
≡ ACWI −50% 0.29%
≡ BSX −86% 0.25%
≡ ASML +44% 0.15%
≡ NU +5% 0.12%
≡ SAP −71% 0.08%
≡ AGX −28% 0.07%
≡ POWL −14% 0.07%
≡ BE −11% 0.06%
≡ INTU −96% 0.06%
≡ BELFB +92% 0.06%
≡ CECO +105% 0.06%
≡ DOCN Newly reported 0.06%
≡ GOOG −9% 0.06%
≡ NFLX −52% 0.06%
≡ BWXT +18% 0.05%
≡ VSEC +22% 0.05%
≡ AMPX +46% 0.05%
≡ YOU +271% 0.05%
≡ VUG −52% 0.05%
≡ FSLY Newly reported 0.05%
≡ MOD +103% 0.04%
≡ PL +92% 0.04%
≡ DLO −2% 0.04%
≡ BKD +110% 0.04%
≡ IESC +9% 0.04%
≡ SPHR +103% 0.04%
≡ WTW −29% 0.04%
≡ MCHI Newly reported 0.04%
≡ MDT −28% 0.04%
≡ EWT Newly reported 0.04%
≡ LASR +46% 0.04%
≡ AZN Newly reported 0.04%
≡ WGS +29% 0.03%
≡ CRS +105% 0.03%
≡ SEI +193% 0.03%
≡ BW +122% 0.03%
≡ TME −1% 0.03%
≡ PAYC −98% 0.03%
≡ FIGR +725% 0.02%
≡ KRMN +583% 0.02%
≡ BBIO +20% 0.02%
≡ PRAX Newly reported 0.02%
≡ GH +77% 0.02%
≡ IBN −5% 0.02%
≡ ONON −55% 0.02%
≡ AEHR +164% 0.02%
≡ ROAD +148% 0.02%
≡ ADBE −99% 0.02%
≡ ATRO −21% 0.02%
≡ AXTI +122% 0.02%
≡ TSLA −10% 0.02%
≡ SE −23% 0.02%
≡ TIGO +104% 0.02%
≡ CAAP +104% 0.02%
≡ W +31% 0.02%
≡ VCTR +258% 0.02%
≡ PTGX +20% 0.02%
≡ SRRK +139% 0.02%
≡ SITM Newly reported 0.02%
≡ SPY −44% 0.02%
≡ JOBY +18% 0.02%
≡ OPY +65% 0.02%
≡ FTI −5% 0.02%
≡ CVNA −18% 0.02%
≡ VICR Newly reported 0.02%
≡ RHLD −35% 0.02%
≡ ASTE +84% 0.02%
≡ CCJ −28% 0.02%
≡ PRLB +806% 0.01%
≡ KTOS +49% 0.01%
≡ REAL +27% 0.01%

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