David M. Polen
Polen Capital Management
Polen Capital Management 13F holdings
Polen Capital Management's Portfolio
- Portfolio value:
- $14.46B≈
- # of securities:
- 221
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 14 May 2026
What is Polen Capital Management's portfolio?
Polen Capital Management has disclosed a total of 221 security holdings in their (2026 Q1) SEC 13F filing(s) with portfolio value of $14,456,164,077.
Polen Capital Management's portfolio holdings are tracked quarterly based on SEC 13F filings. Snapshots for each reporting period document the full list of disclosed positions and their portfolio allocations.
Polen Capital Management's original 13F reports (2026 Q1) are the official SEC institutional disclosure documents covering all reported equity positions.
221 results
| History | Ticker | Name |
% of portfolio |
Shares* |
Reported price* |
% difference current price* |
Value | Held since* | Held for* |
Security type |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Microsoft Corp
|
7.29%
|
2,845,888
|
$370.17
|
+7.02%($396.15)
|
$1,053,462,402
|
2017 Q3
|
≈ 8.75 years
|
Common Stock
|
-27.21% (-1.06M)
|
-1.68%
|
|
|
|
Alphabet Inc, CL-C
|
5.85%
|
2,946,637
|
$286.86
|
+16.94%($335.44)
|
$845,272,352
|
2014 Q2
|
≈ 12.00 years
|
Common Stock
|
-26.67% (-1.07M)
|
-1.31%
|
|
|
|
Eli Lilly and Company
|
5.82%
|
914,557
|
$919.77
|
+32.41%($1,217.86)
|
$841,181,778
|
2023 Q3
|
≈ 2.75 years
|
Common Stock
|
-26.61% (-331.53K)
|
-1.3%
|
|
|
|
Broadcom Inc
|
5.78%
|
2,697,567
|
$309.51
|
+21.77%($376.90)
|
$834,924,015
|
2025 Q3
|
≈ 0.75 years
|
Common Stock
|
-23.62% (-834.07K)
|
-1.1%
|
|
|
|
Amazon.com Inc
|
5.61%
|
3,896,739
|
$208.27
|
+10.31%($229.75)
|
$811,573,863
|
2021 Q1
|
≈ 5.25 years
|
Common Stock
|
-54.97% (-4.76M)
|
-4.23%
|
|
|
|
Mastercard Inc
|
5.33%
|
1,541,388
|
$499.66
|
+13.31%($566.15)
|
$770,169,816
|
2013 Q2 or earlier
|
≈ 13.00+ years
|
Common Stock
|
-27.69% (-590.34K)
|
-1.26%
|
|
|
|
ServiceNow Inc
|
5.26%
|
7,269,453
|
$104.55
|
+10.22%($115.24)
|
$760,021,232
|
2019 Q4
|
≈ 6.50 years
|
Common Stock
|
+27.97% (+1.59M)
|
+1.15%
|
|
|
|
Shopify Inc
|
5.17%
|
6,306,740
|
$118.62
|
+10.32%($130.86)
|
$748,105,429
|
2021 Q2
|
≈ 5.00 years
|
Common Stock
|
-12.43% (-895.13K)
|
-0.45%
|
|
|
|
Visa Inc, CL-A
|
5.11%
|
2,445,760
|
$302.24
|
+22.11%($369.08)
|
$739,206,345
|
2013 Q2 or earlier
|
≈ 13.00+ years
|
Common Stock
|
-27.54% (-929.58K)
|
-1.2%
|
|
|
|
Oracle Corp
|
5.11%
|
5,024,257
|
$147.11
|
-19.62%($118.25)
|
$739,118,451
|
2024 Q3
|
≈ 1.75 years
|
Common Stock
|
-30.08% (-2.16M)
|
-1.36%
|
|
Completely sold out
79 results
| History | Ticker | Name |
Sold shares* |
% change to portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|
|
|
ICON PLC
|
-105,206
|
-0.08%
|
2017 Q2
|
≈ 8.75 years
|
|
|
|
MONDAY.COM LTD
|
-79,332
|
-0.05%
|
2024 Q4
|
≈ 1.25 years
|
|
|
|
iShares Core S&P 500 ETF
|
-13,669
|
-0.04%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
GLOBANT SA
|
-90,462
|
-0.03%
|
2018 Q2
|
≈ 7.75 years
|
|
|
|
MAKEMYTRIP LTD
|
-53,658
|
-0.02%
|
2025 Q2
|
≈ 0.75 years
|
|
|
|
PDD Holdings Inc
|
-31,329
|
-0.02%
|
2024 Q2
|
≈ 1.75 years
|
|
|
|
KAROOOOO LTD
|
-74,821
|
-0.01%
|
2024 Q3
|
≈ 1.50 years
|
|
|
|
Huron Consulting Group Inc
|
-15,086
|
-0.01%
|
2025 Q2
|
≈ 0.75 years
|
|
|
|
Workday Inc
|
-10,782
|
-0.01%
|
2023 Q2
|
≈ 2.75 years
|
|
|
|
Alphatec Holdings Inc
|
-95,761
|
-0.01%
|
2025 Q2
|
≈ 0.75 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.