account_balance
Investment manager · 13F filer · SEC CIK 1034524
Polen Capital Management LLC
Reported value$11.6Bas of Jun 30, 2026
Positions219 68 new, 70 sold out
Top 10 weight59%LLY alone is 7%
FiledAug 435 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
LLY
Eli Lilly & CO
6.9%Trimmed
NVDA
Nvidia Corporation
6.9%Trimmed
MSFT
Microsoft Corp
6.7%Trimmed
GOOG
Alphabet INC
6.6%Trimmed
AVGO
Broadcom INC
6.4%Trimmed
AMZN
Amazon Com INC
5.8%Trimmed
V
Visa INC
5.3%Trimmed
MA
Mastercard Incorporated
5.1%Trimmed
NOW
Servicenow INC
4.6%Trimmed
ORCL
Oracle Corp
4.5%Trimmed
209 others
41.3%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed