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Q3 2026 1/68 funds filed
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Quarter snapshot

Polen Capital Management

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Quarter
Q2 2026
Filed
2026-08-04
Portfolio value
$11,610,786,601
Positions
219
Sources
13F on EDGAR
history Ticker Change % of portfolio
≡ LLY −27% 6.89%
≡ NVDA −3% 6.86%
≡ MSFT −26% 6.74%
≡ GOOGL −27% 6.59%
≡ AVGO −27% 6.38%
≡ AMZN −28% 5.77%
≡ V −26% 5.34%
≡ MA −26% 5.05%
≡ NOW −26% 4.59%
≡ ORCL −29% 4.51%
≡ SHOP −27% 4.5%
≡ MSCI −28% 3.24%
≡ LRCX −19% 3.21%
≡ SBUX −30% 3.13%
≡ IDXX −24% 2.41%
≡ GE Newly reported 2.22%
≡ CSGP −30% 2.14%
≡ TSM +187% 2.06%
≡ ABNB −27% 2.03%
≡ GEV Newly reported 1.99%
≡ META −31% 1.6%
≡ ISRG −26% 1.53%
≡ ATI Newly reported 1.39%
≡ HWM Newly reported 1.06%
≡ EME Newly reported 0.74%
≡ IWF +51% 0.66%
≡ ROL −27% 0.57%
≡ AON −88% 0.47%
≡ MELI −25% 0.38%
≡ UBER −81% 0.35%
≡ SPOT −24% 0.32%
≡ ASML −4% 0.26%
≡ ZTS −92% 0.2%
≡ ACN −89% 0.16%
≡ ACWI −61% 0.16%
≡ SNPS −94% 0.16%
≡ DOCN +5% 0.14%
≡ WULF +429% 0.12%
≡ CECO −4% 0.11%
≡ BE −39% 0.11%
≡ BELFB −24% 0.09%
≡ NU −38% 0.09%
≡ GOOG −1% 0.09%
≡ LASR +49% 0.08%
≡ FROG +360% 0.07%
≡ POWL +67% 0.07%
≡ AGX −43% 0.07%
≡ MOD +1% 0.07%
≡ YOU −10% 0.06%
≡ BKD +7% 0.06%
≡ BWXT −3% 0.06%
≡ CCJ +241% 0.06%
≡ VSEC −29% 0.06%
≡ SPHR −20% 0.06%
≡ SEI −4% 0.06%
≡ AMPX +10% 0.06%
≡ AEHR −17% 0.05%
≡ VUG +357% 0.05%
≡ DLO −1% 0.05%
≡ REAL +124% 0.05%
≡ TWST +130% 0.05%
≡ VICR +7% 0.05%
≡ IESC −39% 0.05%
≡ GH −1% 0.04%
≡ LPTH +298% 0.04%
≡ PL −30% 0.04%
≡ VPG +35% 0.04%
≡ NFLX −18% 0.04%
≡ RXT Newly reported 0.04%
≡ FTK +607% 0.04%
≡ SAP −57% 0.04%
≡ CRS −46% 0.04%
≡ SITM −22% 0.04%
≡ BFLY +18% 0.03%
≡ AXTI +7% 0.03%
≡ TSLA +22% 0.03%
≡ APLD Newly reported 0.03%
≡ VECO +302% 0.03%
≡ BW −8% 0.03%
≡ AZN −29% 0.03%
≡ TME −1% 0.03%
≡ AIR +45% 0.03%
≡ WTW −34% 0.03%
≡ TSHA +53% 0.03%
≡ LIND +13% 0.03%
≡ ATRO −7% 0.03%
≡ LFUS +42% 0.03%
≡ ASTE +27% 0.03%
≡ LTH +90% 0.03%
≡ EVC Newly reported 0.03%
≡ TIGO −7% 0.03%
≡ SPY +7% 0.03%
≡ JOBY +13% 0.03%
≡ CPA Newly reported 0.03%
≡ CDNL Newly reported 0.02%
≡ SRRK +0% 0.02%
≡ AAOI +29% 0.02%
≡ PRLB −7% 0.02%
≡ OPY −0% 0.02%
≡ PLPC −6% 0.02%

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