Polen Capital

Net selling

Polen Capital Management Llc — managed by Polen Capital; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-03-31 (filed 2026-05-14) · Source: SEC EDGAR

Portfolio value$14.46B（−38%）

Holdings221（−13）

Reporting quarterQ1 2026

Top holdingMicrosoft Corp

Portfolio overview

Polen Capital Management Llc's most recent 13F filing, for the quarter ended 2026-03-31, reports 221 positions worth $14.46B. The top 5 holdings represent 30% of that value, a broadly diversified portfolio.

The single largest position is Microsoft Corp at 7.3% of the portfolio, followed by Alphabet Inc at 5.8% and Eli Lilly & Co at 5.8%.

Against the prior quarter, Polen Capital opened 69 new positions, exited 82, added to 71, and trimmed 81. The largest new buy was Meta Platforms Inc. The most notable sale was the full exit from Iheartmedia Inc.

Across all 8 quarters on file, Microsoft Corp has appeared in every filing, as has Alphabet Inc. Microsoft Corp currently ranks first by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

High-conviction

Ceco Environmental CorpCECOAdding · 3q

Added for 3 straight quarters.

Clear Secure IncYOUAdding · 3q

Added for 3 straight quarters.

Brookdale Sr Living IncBKDAdding · 4q

Added for 4 straight quarters.

Strike-zone picks

None of Polen Capital's tracked holdings are in the strike zone right now.

Valuation as of 2026-07-02; method: conservative Greenwald value band + Owner-Earnings DCF. Position observation, not advice.

Next · is it cheap

Polen Capital has no positions in the strike zone right now.

Browse the whole market by value band

Holdings

Security	Value	Valuation	Holders	Shares	Weight (prev→now)
Microsoft CorpMSFT	$1.05B	Above value	32	2,845,888	8.1% → 7.3% ▼
Alphabet IncGOOG	$845.3M	Above value	31	2,946,637	5.4% → 5.8% ▼
Eli Lilly & CoLLY	$841.2M	Above value	5	914,557	5.7% → 5.8% ▼
Broadcom IncAVGO	$834.9M	Above value	11	2,697,567	5.2% → 5.8% ▼
Amazon Com IncAMZN	$811.6M	Above value	31	3,896,739	8.5% → 5.6% ▼
Mastercard IncorporatedMA	$770.2M	Above value	18	1,541,388	5.2% → 5.3% ▼
Servicenow IncNOW	$760.0M	Above value	4	7,269,453	3.7% → 5.3% ▲
Shopify IncSHOP	$748.1M	Above value	3	6,306,740	4.9% → 5.2% ▼
Visa IncV	$739.2M	—	26	2,445,760	5.1% → 5.1% ▼
Oracle CorpORCL	$739.1M	Above value	9	5,024,257	6.0% → 5.1% ▼
Nvidia CorporationNVDA	$715.8M	Above value	17	4,104,247	4.2% → 5.0% ▼
Costar Group IncCSGP	$507.1M	—	5	12,570,368	1.4% → 3.5% ▲
Msci IncMSCI	$501.0M	Above value	5	929,509	3.3% → 3.5% ▼
Zoetis IncZTS	$499.2M	Above value	5	4,223,076	3.0% → 3.5% ▼
Starbucks CorpSBUX	$452.9M	Above value	6	5,055,488	2.4% → 3.1% ▼
Aon PlcAON	$437.1M	—	11	1,354,053	2.8% → 3.0% ▼
Idexx Labs IncIDXX	$391.0M	Above value	5	695,811	2.8% → 2.7% ▼
Airbnb IncABNB	$287.1M	Within band	6	2,273,747	1.8% → 2.0% ▼
Intuitive Surgical IncISRG	$279.7M	Above value	3	606,826	2.0% → 1.9% ▼
Meta Platforms IncMETA	$272.7M	Above value	27	476,663	New · 1.9%
Accenture Plc IrelandACN	$268.6M	—	7	1,354,748	2.2% → 1.9% ▼
Synopsys IncSNPS	$266.1M	Above value	5	671,233	1.7% → 1.8% ▼
Lam Research CorpLRCX	$225.3M	Above value	6	1,054,495	New · 1.6%
Uber Technologies IncUBER	$209.9M	Above value	12	2,917,928	1.2% → 1.5% ▼
Ishares TrIWF	$173.5M	—	4	406,863	1.6% → 1.2% ▼

Microsoft CorpMSFT
Value$1.05BValuationAbove valueHolders32Weight (prev→now)8.1% → 7.3% ▼
Alphabet IncGOOG
Value$845.3MValuationAbove valueHolders31Weight (prev→now)5.4% → 5.8% ▼
Eli Lilly & CoLLY
Value$841.2MValuationAbove valueHolders5Weight (prev→now)5.7% → 5.8% ▼
Broadcom IncAVGO
Value$834.9MValuationAbove valueHolders11Weight (prev→now)5.2% → 5.8% ▼
Amazon Com IncAMZN
Value$811.6MValuationAbove valueHolders31Weight (prev→now)8.5% → 5.6% ▼
Mastercard IncorporatedMA
Value$770.2MValuationAbove valueHolders18Weight (prev→now)5.2% → 5.3% ▼
Servicenow IncNOW
Value$760.0MValuationAbove valueHolders4Weight (prev→now)3.7% → 5.3% ▲
Shopify IncSHOP
Value$748.1MValuationAbove valueHolders3Weight (prev→now)4.9% → 5.2% ▼
Visa IncV
Value$739.2MValuation—Holders26Weight (prev→now)5.1% → 5.1% ▼
Oracle CorpORCL
Value$739.1MValuationAbove valueHolders9Weight (prev→now)6.0% → 5.1% ▼
Nvidia CorporationNVDA
Value$715.8MValuationAbove valueHolders17Weight (prev→now)4.2% → 5.0% ▼
Costar Group IncCSGP
Value$507.1MValuation—Holders5Weight (prev→now)1.4% → 3.5% ▲
Msci IncMSCI
Value$501.0MValuationAbove valueHolders5Weight (prev→now)3.3% → 3.5% ▼
Zoetis IncZTS
Value$499.2MValuationAbove valueHolders5Weight (prev→now)3.0% → 3.5% ▼
Starbucks CorpSBUX
Value$452.9MValuationAbove valueHolders6Weight (prev→now)2.4% → 3.1% ▼
Aon PlcAON
Value$437.1MValuation—Holders11Weight (prev→now)2.8% → 3.0% ▼
Idexx Labs IncIDXX
Value$391.0MValuationAbove valueHolders5Weight (prev→now)2.8% → 2.7% ▼
Airbnb IncABNB
Value$287.1MValuationWithin bandHolders6Weight (prev→now)1.8% → 2.0% ▼
Intuitive Surgical IncISRG
Value$279.7MValuationAbove valueHolders3Weight (prev→now)2.0% → 1.9% ▼
Meta Platforms IncMETA
Value$272.7MValuationAbove valueHolders27Weight (prev→now)New · 1.9%
Accenture Plc IrelandACN
Value$268.6MValuation—Holders7Weight (prev→now)2.2% → 1.9% ▼
Synopsys IncSNPS
Value$266.1MValuationAbove valueHolders5Weight (prev→now)1.7% → 1.8% ▼
Lam Research CorpLRCX
Value$225.3MValuationAbove valueHolders6Weight (prev→now)New · 1.6%
Uber Technologies IncUBER
Value$209.9MValuationAbove valueHolders12Weight (prev→now)1.2% → 1.5% ▼
Ishares TrIWF
Value$173.5MValuation—Holders4Weight (prev→now)1.6% → 1.2% ▼

Showing top 25 of 221 positions

Exited this quarter (82)Icon Plc、Monday Com Ltd、Ishares Tr、Globant S A、Makemytrip Limited Mauritius、Pdd Holdings Inc、Karooooo Ltd、Huron Consulting Group Inc、Workday Inc、Bwx Technologies Inc、Alphatec Hldgs Inc、Vanguard Index Fds… +70 more

Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-14

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