Polen Capital Management
Polen Capital Management
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
220
Market Value
$14.5B
Portfolio Analysis
AIPreviewI. Institutional Overview
Polen Capital Management, a distinguished investment firm known for its high-conviction, growth-oriented investment philosophy, has unveiled its portfolio snapshot for the first quarter of 2026. As of March 31, 2026, the institution manages a substantial portfolio with a total reported market value of approximately $14.45 billion. This figure represents a...
Analyzing the scale and structure of Polen Capital’s holdings provides a window into the "psychological portrait" of the firm’s investment committee during the first three months of 2026. With an average position size of roughly $65 million, but with the top 10 holdings accounting for a massive portion of the total value, the institution demonstrates a...
The scale of the portfolio, at $14.45 billion, reflects an institution that has successfully navigated the volatile market environments of the mid-2020s. By maintaining such a significant AUM (Assets Under Management), Polen Capital must balance the need for liquidity with its desire for alpha-generating growth. The first quarter of 2026 appears to be a...
Based on the latest available 13F filing.
Open full report in appHoldings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Top 5 Holdings
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| MSFT | 7.3% | 8.1% | 8.4% | 8.3% |
| GOOG | 5.8% | 5.4% | 3.7% | - |
| LLY | 5.8% | 5.7% | 4.0% | 4.2% |
| AVGO | 5.8% | 5.2% | 4.8% | - |
| AMZN | 5.6% | 8.5% | 8.0% | 9.4% |
| MA | 5.3% | 5.2% | 5.1% | 5.2% |
| NOW | 5.3% | - | - | - |
| SHOP | 5.2% | 5.0% | 5.3% | 5.2% |
| V | 5.1% | 5.0% | 4.8% | 6.1% |
| ORCL | 5.1% | 6.0% | 8.5% | 8.0% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
Sector Analysis
Trading Summary
All Holdings
$MSFT
7.3%
$GOOG
5.8%
$LLY
5.8%
$AVGO
5.8%
$AMZN
5.6%
$MA
5.3%
$NOW
5.3%
$SHOP
5.2%
$V
5.1%
$ORCL
5.1%
$NVDA
5.0%
$CSGP
3.5%
$MSCI
3.5%
$ZTS
3.5%
$SBUX
3.1%
$AON
3.0%
$IDXX
2.7%
$ABNB
2.0%
$ISRG
1.9%
$META
1.9%
$ACN
1.9%
$SNPS
1.8%
$LRCX
1.6%
$UBER
1.4%
$ETF-IWF
1.2%
$ROL
0.8%
$MELI
0.4%
$TSM
0.4%
$SPOT
0.4%
$ETF-ACWI
0.3%
$BSX
0.3%
$ASML
0.1%
$NU
0.1%
$SAP
0.1%
$AGX
0.1%
$POWL
0.1%
$BE
0.1%
$INTU
0.1%
$BELFB
0.1%
$CECO
0.1%
$DOCN
0.1%
$GOOGL
0.1%
$NFLX
0.1%
$BWXT
0.1%
$VSEC
0.1%
$AMPX
0.1%
$YOU
0.1%
$ETF-VUG
0.1%
$FSLY
0.1%
$MOD
0.0%