Polen Capital ManagementSuperinvestor
About Polen Capital Management’s 13F portfolio
Polen Capital Management is an institutional investment manager that discloses its US-listed holdings each quarter through an SEC Form 13F filing. As of , Polen Capital Management reported $11.6B across 219 US-listed positions (). Its largest position is ELI LILLY & CO (LLY) at 6.9% of the reported book, and its ten biggest holdings make up 59% of the portfolio. Browse every manager in the fund managers directory, or see the legendary investors we track on the superinvestors page.
| # | Stock | Price | % of portfolio | Shares | Value |
|---|---|---|---|---|---|
| 1 |  NYSE: LLY ELI LILLY & CO | $1,189.41 −3.59% | 6.9% | 667K | $799.9M |
| 2 |  NASDAQ: NVDA NVIDIA CORPORATION | $209.66 −1.59% | 6.9% | 4.0M | $796.0M |
| 3 |  NASDAQ: MSFT MICROSOFT CORP | $496.37 +0.95% | 6.7% | 2.1M | $782.8M |
| 4 |  NASDAQ: GOOG ALPHABET INC | $339.10 −1.23% | 6.6% | 2.2M | $765.0M |
| 5 |  NASDAQ: AVGO BROADCOM INC | $355.59 −0.32% | 6.4% | 2.0M | $740.5M |
| 6 |  NASDAQ: AMZN AMAZON COM INC | $260.28 −0.30% | 5.8% | 2.8M | $669.7M |
| 7 |  NYSE: V VISA INC | $383.90 −0.06% | 5.3% | 1.8M | $619.5M |
| 8 |  NYSE: MA MASTERCARD INCORPORATED | $598.47 −0.15% | 5.1% | 1.1M | $586.5M |
| 9 |  NYSE: NOW SERVICENOW INC | $125.80 −0.94% | 4.6% | 5.4M | $533.2M |
| 10 |  NYSE: ORCL ORACLE CORP | $148.87 +2.84% | 4.5% | 3.6M | $523.8M |
| 11 |  NASDAQ: SHOP SHOPIFY INC | $150.29 −2.33% | 4.5% | 4.6M | $522.7M |
| 12 |  NYSE: MSCI MSCI INC | $564.22 +0.04% | 3.2% | 672K | $376.2M |
| 13 |  NASDAQ: LRCX LAM RESEARCH CORP | $312.88 −0.57% | 3.2% | 859K | $372.2M |
| 14 |  NASDAQ: SBUX STARBUCKS CORP | $108.49 +2.58% | 3.1% | 3.6M | $362.9M |
| 15 |  NASDAQ: IDXX IDEXX LABS INC | $553.44 +0.62% | 2.4% | 532K | $280.3M |
| 16 |  NYSE: GE GE AEROSPACE | $354.39 +1.39% | 2.2% | 690K | $258.1M |
| 17 |  NASDAQ: CSGP COSTAR GROUP INC | $32.14 −2.04% | 2.1% | 8.8M | $248.1M |
| 18 |  NYSE: TSM TAIWAN SEMICONDUCTOR MANUFAC | $417.69 +0.07% | 2.1% | 501K | $239.4M |
| 19 |  NASDAQ: ABNB AIRBNB INC | $188.07 −1.28% | 2.0% | 1.6M | $236.1M |
| 20 |  NYSE: GEV GE VERNOVA INC | $953.09 +2.84% | 2.0% | 197K | $231.0M |
| 21 |  NASDAQ: META META PLATFORMS INC | $576.14 +1.07% | 1.6% | 330K | $185.6M |
| 22 |  NASDAQ: ISRG INTUITIVE SURGICAL INC | $370.42 −0.38% | 1.5% | 448K | $178.1M |
| 23 |  NYSE: ATI ATI INC | $212.86 −1.10% | 1.4% | 819K | $161.5M |
| 24 |  NYSE American: HWM HOWMET AEROSPACE INC | $269.34 +2.01% | 1.1% | 457K | $122.9M |
| 25 |  NYSE: EME EMCOR GROUP INC | $763.59 +3.21% | 0.7% | 103K | $85.6M |
Showing 1–25 of 219 positions on this page reported in this 13F.
- Technology41%
- Financial Services14%
- Consumer Cyclical12%
- Healthcare12%
- Communication Services8.8%
- Industrials8.5%
- Real Estate2.2%
- Energy0.2%
- Basic Materials0.0%
- Consumer Defensive0.0%
- NewGEGE AEROSPACE—$258.1M
- AddedTSMTAIWAN SEMICONDUCTOR MANUFAC+187%$239.4M
- NewGEVGE VERNOVA INC—$231.0M
- NewATIATI INC—$161.5M
- NewHWMHOWMET AEROSPACE INC—$122.9M
- NewEMEEMCOR GROUP INC—$85.6M
- AddedIWFISHARES TR+50.8%$76.2M
- AddedDOCNDIGITALOCEAN HLDGS INC+5.3%$15.9M
- AddedWULFTERAWULF INC+429%$13.9M
- AddedLASRNLIGHT INC+48.6%$9.3M
- ReducedLLYELI LILLY & CO−27.1%$799.9M
- ReducedNVDANVIDIA CORPORATION−3.1%$796.0M
- ReducedMSFTMICROSOFT CORP−26.3%$782.8M
- ReducedGOOGALPHABET INC−26.5%$765.0M
- ReducedAVGOBROADCOM INC−27.3%$740.5M
- ReducedAMZNAMAZON COM INC−27.9%$669.7M
- ReducedVVISA INC−26.2%$619.5M
- ReducedMAMASTERCARD INCORPORATED−25.9%$586.5M
- ReducedNOWSERVICENOW INC−26.1%$533.2M
- ReducedORCLORACLE CORP−28.9%$523.8M
Reading Polen Capital Management’s 13F portfolio
Polen Capital Management’s $11.6B 13F book is spread across 219 reported positions and is concentrated toward its biggest ideas, with the top ten holdings at 59%. The largest positions carry real weight, so how those names perform matters a lot to the overall book. Its five largest positions are LLY, NVDA, MSFT, GOOG and AVGO, led by ELI LILLY & CO (LLY) at 6.9% of the portfolio. The heaviest sector exposure is Technology (41%), then Financial Services (14%).
What Polen Capital Management changed last quarter
Between 2026-03-31 and Q2 2026, Polen Capital Management was a net seller: it opened 68 new positions and added to 63 more, while trimming 88 and closing 70 outright. Against a 219-name book, that is high turnover, pointing to an active reshuffle of the book. Its largest new or increased position was GE AEROSPACE (GE), and its biggest reduction was ELI LILLY & CO (LLY).
What a 13F does and doesn’t reveal
A 13F captures only Polen Capital Management’s long positions in US-listed stocks at a single quarter-end, so it is best read as a lagged snapshot rather than a live portfolio. It won’t show shorts, cash, bonds, or holdings listed outside the US, and it never reveals the price paid or the reasoning behind a trade. The signal is in the pattern over time: which names Polen Capital Management is building up, trimming, or exiting, and how concentrated the book stays from quarter to quarter.
Frequently asked questions
What is an SEC 13F filing?
A Form 13F is a report that every institutional investment manager with at least $100 million in US-listed securities must file with the SEC within 45 days of each quarter's end. It lists the manager's long positions in US-listed stocks and certain options, with the share count and market value of each. Polen Capital Management's profile on this page is built directly from those filings.
How current is the 13F data on Polen Capital Management's page?
It reflects Polen Capital Management's most recently filed 13F, currently the quarter ending Q2 2026. Because managers have up to 45 days after a quarter closes to file, a 13F is always a slightly lagged view rather than a live portfolio. When Polen Capital Management files its next quarterly report, this page refreshes automatically.
Can I see Polen Capital Management's complete list of holdings?
This page highlights Polen Capital Management's largest positions rather than all 219 names in the filing. The complete, position-by-position 13F is public and available from the SEC's EDGAR database under Polen Capital Management's filings.
Does a 13F show everything Polen Capital Management owns?
No. A 13F only covers long positions in US-listed stocks and certain options. It leaves out short positions, cash, bonds, commodities, foreign-listed stocks, and private holdings, so it is a partial view of Polen Capital Management's book rather than its full strategy or total assets.
Is 13F data investment advice?
No. Everything here is educational. 13F positions are disclosed with a delay, cover only long US-listed holdings, and never explain why Polen Capital Management made a trade or at what price. Treat it as a research lens, not a recommendation, and speak with a licensed financial advisor before making investment decisions.
Not investment advice. Holdings data comes from public SEC Form 13F filings, which are filed with a delay of up to 45 days and may be amended later. It describes historical, disclosed positions in US-listed securities only, meaning no shorts, cash, or foreign holdings, and it is not a recommendation. Always do your own research and speak with a licensed financial advisor before making investment decisions.