What stocks does Polen Capital Management own?

As of Q2 2026, Polen Capital Management reported 219 positions with a combined 13F value of $11.6B. Its largest stock positions are LLY ($799.9M), NVDA ($796.0M) and MSFT ($782.8M).

How often does Polen Capital Management update its portfolio?

Polen Capital Management files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 4, 2026. The next one is due by Nov 16, 2026.

What does Polen Capital Management's 13F leave out?

A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.

Where does Polen Capital Management's portfolio data come from?

From the 13F filings Polen Capital Management makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Smart money

Polen Capital Management LLC

Return history

Last 4 years · filing-date model

$100,000 to $172,370

$100,000 in SPY: $223,387.

Total return

+72.4%

Annualized (4Y CAGR)

+14.6%

vs SPY

−7.7 pts/yr

Moves a year

650

Avg hold

16.3 months

18 filings · quarters -15% to +21.4%

All time

+462% since Aug 12, 2013

Fund size $12B today

Oct 15, 2022 to Oct 14, 2026 · min. 95% quarterly priced · Disclosed book, unaudited · Method

Position-weighted returns use each SEC filing date. Options use underlying-stock proxies, not option premiums; put proxies can lose more than 100%. Cash, shorts, non-13F holdings and trades between filings are excluded.

New GE and exited Argan in Q2 2026.

$11.6B in this filing219 positions

Holdings as of Jun 30, 2026. Filed Aug 4, 2026.

Share change vs Mar 31

1LLYEli Lilly & Co6.89%
$799.9M - 667K shares-27.1%
2NVDANvidia Corporation6.86%
$796.0M - 4.0M shares-3.1%
3MSFTMicrosoft Corp6.74%
$782.8M - 2.1M shares-26.3%
4GOOGAlphabet Inc6.59%
$765.0M - 2.2M shares-26.5%
5AVGOBroadcom Inc6.38%
$740.5M - 2.0M shares-27.3%
6AMZNAmazon Com Inc5.77%
$669.7M - 2.8M shares-27.9%
7VVisa Inc5.34%
$619.5M - 1.8M shares-26.2%
8MAMastercard Incorporated5.05%
$586.5M - 1.1M shares-25.9%

#	Stock				At Jun 30	Now
1	LLYEli Lilly & Co	6.89%	$799.9M	-27.1%	$1199.43	$1251.61 +4.4%
2	NVDANvidia Corporation	6.86%	$796.0M	-3.1%	$200.09	$217.23 +8.6%
3	MSFTMicrosoft Corp	6.74%	$782.8M	-26.3%	$373.02	$539.44 +44.6%
4	GOOGAlphabet Inc	6.59%	$765.0M	-26.5%	$353.33	$344.91 -2.4%
5	AVGOBroadcom Inc	6.38%	$740.5M	-27.3%	$377.75	$344.33 -8.8%
6	AMZNAmazon Com Inc	5.77%	$669.7M	-27.9%	$238.34	$254.76 +6.9%
7	VVisa Inc	5.34%	$619.5M	-26.2%	$343.09	$399.75 +16.5%
8	MAMastercard Incorporated	5.05%	$586.5M	-25.9%	$513.60	$616.32 +20.0%

211 more on a paid plan

Unlock the full portfolio and quarterly changes.

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What is missing

Top 10 concentration: 59%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 16, 2026.

Disclosed changes

Q2 2026 holdings. Exact trade dates are not disclosed.

More disclosures (11)

Common questions

What stocks does Polen Capital Management own?: As of Q2 2026, Polen Capital Management reported 219 positions with a combined 13F value of $11.6B. Its largest stock positions are LLY ($799.9M), NVDA ($796.0M) and MSFT ($782.8M).
How often does Polen Capital Management update its portfolio?: Polen Capital Management files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 4, 2026. The next one is due by Nov 16, 2026.
What does Polen Capital Management's 13F leave out?: A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.
Where does Polen Capital Management's portfolio data come from?: From the 13F filings Polen Capital Management makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.