POLEN CAPITAL MANAGEMENT LLC
CIK 1034524
13F filing for Q2 2026・No. 511
- Holdings
- US$11.61B
- Quarter change
- −US$2.85B
- Entries
- 219
- Net bought (estimate)
- −US$3.61B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 68
- Sold out 70
- Cut 90
- Added 61
- Corporate actions 0
- Unchanged 0
Largest holdings
219 stocks worth US$11.61B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| LLYELI LILLY & COCOM | Cut | 666,912 | US$799.91M | 6.89% |
| NVDANvidiaCOM | Cut | 3,978,446 | US$796.05M | 6.86% |
| MSFTMicrosoftCOM | Cut | 2,098,613 | US$782.82M | 6.74% |
| GOOGALPHABET INCCAP STK CL C | Cut | 2,165,218 | US$765.04M | 6.59% |
| AVGOBroadcomCOM | Cut | 1,960,209 | US$740.47M | 6.38% |
| AMZNAmazonCOM | Cut | 2,809,953 | US$669.72M | 5.77% |
| VVISA INCCOM CL A | Cut | 1,805,617 | US$619.49M | 5.34% |
| MAMASTERCARD INCORPORATEDCL A | Cut | 1,141,958 | US$586.51M | 5.05% |
| NOWSERVICENOW INCCOM | Cut | 5,370,172 | US$533.15M | 4.59% |
| ORCLORACLE CORPCOM | Cut | 3,574,259 | US$523.81M | 4.51% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.