How many stocks does POLEN CAPITAL MANAGEMENT LLC own?

As of Q1 2026, POLEN CAPITAL MANAGEMENT LLC holds 221 positions in their 13F portfolio.

What is POLEN CAPITAL MANAGEMENT LLC's largest holding?

MSFT at 7.3% of portfolio, worth $1.1B.

What is POLEN CAPITAL MANAGEMENT LLC's total portfolio value?

$14.5B as of Q1 2026, tracked across 221 holdings.

Is POLEN CAPITAL MANAGEMENT LLC a hedge fund?

POLEN CAPITAL MANAGEMENT LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does POLEN CAPITAL MANAGEMENT LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has POLEN CAPITAL MANAGEMENT LLC's portfolio changed in Q1 2026?

View POLEN CAPITAL MANAGEMENT LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is POLEN CAPITAL MANAGEMENT LLC's investment strategy?

POLEN CAPITAL MANAGEMENT LLC is classified as a Momentum Trader fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

POLEN CAPITAL MANAGEMENT LLC Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

POLEN CAPITAL MANAGEMENT LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$14.5B

AUM

221

Positions

Q1 2026

Filing

Rating · 1.5

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New6%Increased4%Decreased89%Exited1%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 1.5 years

<1Q25%1-4Q51%1-2Y4%2Y+20%

Q1 2026 Summary

Active quarter - 69 new positions, 79 exits, 71 increased. Top move: NOW (INCREASED, conviction 77). Portfolio: $14.5B across 221 positions.

Portfolio Allocation

Top holdings by portfolio weight

MSFT7.29%

GOOG5.85%

LLY5.82%

AVGO5.78%

AMZN5.61%

MA5.33%

NOW5.26%

SHOP5.17%

V5.11%

ORCL5.11%

Other4.95%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

BE4Q held

BLOOM ENERGY CORP

Avg $46.86 · $15.9M est. P&L

Est. P&L

+504.00%

SNDK2Q held

SANDISK CORP

Avg $240.22 · $528,828 est. P&L

Est. P&L

+485.97%

GOOG30Q held

ALPHABET INC

Avg $95.45 · $877.4M est. P&L

Est. P&L

+311.95%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings221 positions

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT MICROSOFT CORP	2.8M	$1.1B	7.3%	—	$191.85	+122.71%	30 qtrssince 2018-Q4	Decreased 0
GOOG ALPHABET INC	2.9M	$845.3M	5.8%	—	$95.45	+311.95%	30 qtrssince 2018-Q4	Decreased 0
LLY ELI LILLY & CO	914,557	$841.2M	5.8%	—	$713.08	+40.93%	11 qtrssince 2023-Q3	Decreased 0
AVGO BROADCOM INC	2.7M	$834.9M	5.8%	—	$327.27	+30.67%	3 qtrssince 2025-Q3	Decreased 0
AMZN AMAZON COM INC	3.9M	$811.6M	5.6%	—	$108.98	+142.38%	21 qtrssince 2021-Q1	Decreased 0
MA MASTERCARD INCORPORATED	1.5M	$770.2M	5.3%	—	$261.89	+89.37%	30 qtrssince 2018-Q4	Decreased 0
NOW SERVICENOW INC	7.3M	$760M	5.3%	—	$136.17	-29.29%	26 qtrssince 2019-Q4	Increased 77
SHOP SHOPIFY INC	6.3M	$748.1M	5.2%	—	$67.88	+49.01%	20 qtrssince 2021-Q2	Decreased 0
V VISA INC	2.4M	$739.2M	5.1%	—	$174.76	+87.12%	30 qtrssince 2018-Q4	Decreased 0
ORCL ORACLE CORP	5M	$739.1M	5.1%	—	$162.03	+20.47%	7 qtrssince 2024-Q3	Decreased 0
Showing 10 of 221 results.211 more with Pro.PROUpgrade to see all →