SEC Form 13F-HR · institutional holdings · free

Polen Capital Management 13F holdings

The latest 13F-HR filed by Polen Capital Management covers the period ending 2026-06-30, with 219 reported positions. The largest positions by reported value are below, as filed.

CIK 0001034524 · accession 0001172661-26-003035 · view the filings on SEC EDGAR · source: SEC EDGAR, Form 13F-HR information table

Period

2026-06-30

Filed

2026-08-04

Positions

219

Reported value

$11,610,786,601

#	Issuer	Class	CUSIP	Value	Shares	Weight
1	ELI LILLY & CO	COM	532457108	$799,914,391	666,912	6.9%
2	NVIDIA CORPORATION	COM	67066G104	$796,047,269	3,978,446	6.9%
3	MICROSOFT CORP	COM	594918104	$782,824,321	2,098,613	6.7%
4	ALPHABET INC	CAP STK CL C	02079K107	$765,036,342	2,165,218	6.6%
5	BROADCOM INC	COM	11135F101	$740,468,936	1,960,209	6.4%

Positions are folded by CUSIP: this filing lists 219 line items across 219 securities. A 13F reports long US-listed equity positions held at the period end, filed up to 45 days later. It is a snapshot, not a live portfolio, and it excludes shorts, cash and most non-US holdings.

What Polen Capital Management bought, added, trimmed and exited

The free view above is the top of one quarter's filing. The paid report diffs the two most recent 13F filings, so you see new positions, adds, trims and exits with the size of each move, a cited write-up, and the full holdings plus changes table to download.

agents: POST /v1/fund with {"manager":"Polen Capital Management"} over x402 or MPP, $4

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Generated from public SEC EDGAR filings. Filing data is shown as filed. This is information, not investment advice.