Funds › Polen Capital Management LLC
Polen Capital Management LLC
13F for Q3 2026, filed Nov 13, 2026. 256 positions worth $9.2B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$9.2B
−$2.4B (20.7%) vs Q2 2026
Positions
256
219 in Q2 2026
Top 10 share
57.7%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corporation | 1.53M | $787.2M | 8.5% | -26.9% | 13F ↗ |
| 2 | NVDA NVIDIA Corporation | 2.94M | $672.4M | 7.3% | -26.0% | 13F ↗ |
| 3 | GOOG Alphabet Inc. Class C | 1.62M | $553.5M | 6.0% | -25.0% | 13F ↗ |
| 4 | NOW ServiceNow, Inc. | 3.96M | $530.2M | 5.8% | -26.3% | 13F ↗ |
| 5 | AMZN Amazon.com, Inc. | 2.09M | $521.2M | 5.7% | -25.6% | 13F ↗ |
| 6 | AVGO Broadcom Inc. | 1.45M | $507.6M | 5.5% | -26.3% | 13F ↗ |
| 7 | V Visa Inc. | 1.34M | $482.3M | 5.2% | -25.7% | 13F ↗ |
| 8 | MA Mastercard Incorporated | 845,875 | $466.5M | 5.1% | -25.9% | 13F ↗ |
| 9 | LLY Eli Lilly and Company | 369,339 | $427.4M | 4.6% | -44.6% | 13F ↗ |
| 10 | META Meta Platforms, Inc. | 500,970 | $363.3M | 3.9% | +52.0% | 13F ↗ |
| 11 | SHOP Shopify Inc. | 2.44M | $362.6M | 3.9% | -46.6% | 13F ↗ |
| 12 | ORCL Oracle Corporation | 2.52M | $346.1M | 3.8% | -29.5% | 13F ↗ |
| 13 | LRCX Lam Research Corporation | 639,588 | $210.1M | 2.3% | -25.5% | 13F ↗ |
| 14 | IDXX IDEXX Laboratories, Inc. | 392,609 | $205.0M | 2.2% | -26.3% | 13F ↗ |
| 15 | CSGP CoStar Group, Inc. | 7.22M | $197.9M | 2.1% | -17.5% | 13F ↗ |
| 16 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 431,862 | $197.0M | 2.1% | -13.8% | 13F ↗ |
| 17 | ABNB Airbnb, Inc. | 1.21M | $194.2M | 2.1% | -26.7% | 13F ↗ |
| 18 | STX Seagate Technology Holdings PLC | 203,600 | $187.8M | 2.0% | New | 13F ↗ |
| 19 | GE GE Aerospace | 533,917 | $166.7M | 1.8% | -22.7% | 13F ↗ |
| 20 | SBUX Starbucks Corporation | 1.65M | $155.1M | 1.7% | -53.5% | 13F ↗ |
| 21 | GEV GE Vernova Inc. | 147,067 | $139.8M | 1.5% | -25.2% | 13F ↗ |
| 22 | ISRG Intuitive Surgical, Inc. | 336,721 | $136.9M | 1.5% | -24.8% | 13F ↗ |
| 23 | ATI ATI Inc. | 668,132 | $126.5M | 1.4% | -18.4% | 13F ↗ |
| 24 | ASML ASML Holding N.V. · Equities | 60,589 | $109.8M | 1.2% | +293% | 13F ↗ |
| 25 | EME EMCOR Group, Inc. | 140,413 | $105.9M | 1.2% | +36.2% | 13F ↗ |
| 26 | PWR Quanta Services, Inc. | 163,603 | $105.1M | 1.1% | New | 13F ↗ |
| 27 | HWM Howmet Aerospace Inc. | 328,778 | $74.4M | 0.8% | -28.1% | 13F ↗ |
| 28 | Vanguard Index Fds Mrngstr Grwt Etf | 516,859 | $46.6M | 0.5% | +606% | 13F ↗ |
| 29 | SPOT Spotify Technology S.A. | 70,478 | $34.3M | 0.4% | -13.6% | 13F ↗ |
| 30 | MELI MercadoLibre, Inc. | 18,991 | $32.8M | 0.4% | -26.7% | 13F ↗ |
| 31 | MSCI MSCI Inc. | 58,601 | $31.6M | 0.3% | -91.3% | 13F ↗ |
| 32 | Spdr Series Trust St Str Sp Aero | 128,140 | $29.6M | 0.3% | New | 13F ↗ |
| 33 | AMD Advanced Micro Devices, Inc. | 43,235 | $26.4M | 0.3% | +10268% | 13F ↗ |
| 34 | UBER Uber Technologies, Inc. | 264,723 | $18.1M | 0.2% | -53.6% | 13F ↗ |
| 35 | AON Aon plc | 60,140 | $16.6M | 0.2% | -63.3% | 13F ↗ |
| 36 | iShares Tr Ishares Semicdtr | 28,928 | $16.4M | 0.2% | New | 13F ↗ |
| 37 | DOCN DigitalOcean Holdings, Inc. | 123,305 | $16.4M | 0.2% | +21.7% | 13F ↗ |
| 38 | TWST Twist Bioscience Corporation | 81,226 | $15.7M | 0.2% | +46.9% | 13F ↗ |
| 39 | iShares Tr Global Tech Etf | 105,675 | $15.7M | 0.2% | New | 13F ↗ |
| 40 | SKHY SK hynix Inc. · American Deposit | 79,492 | $14.6M | 0.2% | New | 13F ↗ |
| 41 | iShares Tr Expanded Tech | 130,045 | $13.8M | 0.2% | New | 13F ↗ |
| 42 | FROG JFrog Ltd. | 139,203 | $13.5M | 0.1% | +49.5% | 13F ↗ |
| 43 | Spdr Series Trust St Str Sp Capmkt | 73,986 | $11.4M | 0.1% | New | 13F ↗ |
| 44 | BE Bloom Energy Corporation | 37,216 | $10.3M | 0.1% | -8.9% | 13F ↗ |
| 45 | BELFB Bel Fuse Inc. Class B | 40,903 | $10.0M | 0.1% | +24.5% | 13F ↗ |
| 46 | iShares Tr Rus 1000 Grw Etf | 76,763 | $9.6M | 0.1% | -87.5% | 13F ↗ |
| 47 | CECO CECO Environmental Corp. | 135,271 | $9.4M | 0.1% | -2.0% | 13F ↗ |
| 48 | GOOGL Alphabet Inc. Class A | 26,758 | $9.2M | 0.1% | -3.8% | 13F ↗ |
| 49 | iShares Tr Us Aer Def Etf | 43,793 | $9.1M | 0.1% | New | 13F ↗ |
| 50 | AEHR Aehr Test Systems | 84,578 | $8.4M | 0.1% | +27.8% | 13F ↗ |
Showing the top 50 of 256 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
83 new, 82 added to, 91 trimmed, 46 exited, 0 unchanged. By estimated dollars.
New positions (83)
| STX Seagate Technology Holdings PLC | 203,600 | New | $187.8M |
| PWR Quanta Services, Inc. | 163,603 | New | $105.1M |
| Spdr Series Trust St Str Sp Aero | 128,140 | New | $29.6M |
| iShares Tr Ishares Semicdtr | 28,928 | New | $16.4M |
| iShares Tr Global Tech Etf | 105,675 | New | $15.7M |
| SKHY SK hynix Inc. · American Deposit | 79,492 | New | $14.6M |
| iShares Tr Expanded Tech | 130,045 | New | $13.8M |
| Spdr Series Trust St Str Sp Capmkt | 73,986 | New | $11.4M |
| iShares Tr Us Aer Def Etf | 43,793 | New | $9.1M |
| Vanguard World Fd Industrial Etf | 21,534 | New | $6.9M |
Added to (82)
| META Meta Platforms, Inc. | 500,970 | +52.0% | $124.3M |
| ASML ASML Holding N.V. · Equities | 60,589 | +293% | $81.8M |
| Vanguard Index Fds Mrngstr Grwt Etf | 516,859 | +606% | $40.0M |
| EME EMCOR Group, Inc. | 140,413 | +36.2% | $28.1M |
| AMD Advanced Micro Devices, Inc. | 43,235 | +10268% | $26.2M |
| TWST Twist Bioscience Corporation | 81,226 | +46.9% | $5.0M |
| FROG JFrog Ltd. | 139,203 | +49.5% | $4.5M |
| GKOS Glaukos Corporation | 31,907 | +562% | $4.4M |
| OSCR Oscar Health, Inc. | 164,683 | +326% | $3.9M |
| LIND Lindblad Expeditions Holdings Inc. | 228,699 | +99.0% | $3.6M |
Trimmed (91)
| LLY Eli Lilly and Company | 369,339 | -44.6% | -$344.3M |
| MSCI MSCI Inc. | 58,601 | -91.3% | -$330.3M |
| SHOP Shopify Inc. | 2.44M | -46.6% | -$316.3M |
| MSFT Microsoft Corporation | 1.53M | -26.9% | -$289.2M |
| NVDA NVIDIA Corporation | 2.94M | -26.0% | -$236.2M |
| NOW ServiceNow, Inc. | 3.96M | -26.3% | -$189.5M |
| GOOG Alphabet Inc. Class C | 1.62M | -25.0% | -$184.3M |
| AVGO Broadcom Inc. | 1.45M | -26.3% | -$180.8M |
| AMZN Amazon.com, Inc. | 2.09M | -25.6% | -$178.9M |
| SBUX Starbucks Corporation | 1.65M | -53.5% | -$178.5M |
Exited (46)
| DLO DLocal Limited | 456,087 | Exited | -$5.9M |
| PL Planet Labs PBC | 149,211 | Exited | -$4.9M |
| CRS Carpenter Technology Corporation | 6,756 | Exited | -$4.2M |
| APLD Applied Digital Corporation | 98,328 | Exited | -$3.7M |
| TME Tencent Music Entertainment Group · ADR | 407,182 | Exited | -$3.4M |
| ASTE Astec Industries, Inc. | 52,160 | Exited | -$3.2M |
| CDNL Cardinal Infrastructure Group Inc. | 30,787 | Exited | -$2.9M |
| CALY Callaway Golf Company | 146,013 | Exited | -$2.7M |
| ROAD Construction Partners, Inc. | 22,291 | Exited | -$2.6M |
| MEC Mayville Engineering Company, Inc. | 61,827 | Exited | -$2.3M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 256 | $9.2B | Current | SEC ↗ |
| Q2 2026 | Aug 4, 2026 | 13F-HR | 219 | $11.6B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 221 | $14.5B | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 234 | $23.4B | Current | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 232 | $30.8B | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 240 | $32.6B | Current | SEC ↗ |
| Q1 2025 | May 12, 2025 | 13F-HR | 117 | $31.8B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer