- Portfolio
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Polen Capital Management Holdings Activity
Polen Capital Management Portfolio 13F
Polen Capital Management has disclosed a total of 300 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 71, bought 69 totally new, decreased the number of shares of 81 and completely sold out 79 position(s).
What stocks is Polen Capital Management buying now?
In the recent quarter Polen Capital Management has bought 140 securities out of which top 5 purchases (by % change to portfolio) are (CSGP) COSTAR GROUP INC (added shares +157.01%), (META) META PLATFORMS INC-CLASS A (new buy), (LRCX) LAM RESEARCH CORP (new buy), (NOW) SERVICENOW INC (added shares +27.97%) and (ROL) ROLLINS INC (new buy).
What does Polen Capital Management invest in?
Polen Capital Management's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (7.29%), (GOOG) ALPHABET INC-CL C (5.85%), (LLY) ELI LILLY & CO (5.82%), (AVGO) BROADCOM INC (5.78%) and (AMZN) AMAZONCOM INC (5.61%).
In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (reduced shares -27.21%), (GOOG) ALPHABET INC-CL C (reduced shares -26.67%), (LLY) ELI LILLY & CO (reduced shares -26.61%), (AVGO) BROADCOM INC (reduced shares -23.62%) and (AMZN) AMAZONCOM INC (reduced shares -54.97%).
Shares, change to shares, sold shares - 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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.