David M. Polen
Polen Capital Management
Polen Capital Management Portfolio 13F
Polen Capital Management Holdings Activity
- Portfolio value:
- $14.46B≈ (-$9B≈)
- Previous value:
- $23.42B≈
- # of changes:
- 300
- New positions:
- 69
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 14 May 2026
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 (NOW) ServiceNow Inc (added shares +27.97%), (CSGP) CoStar Group Inc (added shares +157.01%), (META) Meta Platforms Inc (new buy), (LRCX) Lam Research Corp (new buy) and (ROL) Rollins Inc (new buy).
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 and Company (reduced shares -26.61%), (AVGO) Broadcom Inc (reduced shares -23.62%) and (AMZN) Amazon.com Inc (reduced shares -54.97%).
300 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
AAR Corp
|
new
|
+16,208
|
16,208
|
+0.01%
|
$109.46
|
+28.67%($140.84)
|
0.01%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
ADTRAN Inc
|
new
|
+75,688
|
75,688
|
+0.01%
|
$12.58
|
-31.76%($8.58)
|
0.01%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Alcoa Corp
|
new
|
+4,975
|
4,975
|
+0%
|
$66.33
|
-31.49%($45.44)
|
0.00%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Alto Neuroscience, Inc
|
new
|
+16,613
|
16,613
|
+0%
|
$22.48
|
+20.37%($27.06)
|
0.00%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
ANI Pharmaceuticals Inc
|
new
|
+6,409
|
6,409
|
+0%
|
$76.90
|
+2.41%($78.75)
|
0.00%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
AnnexonInc
|
new
|
+70,152
|
70,152
|
+0%
|
$5.54
|
-7.94%($5.10)
|
0.00%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Applied Opt
|
new
|
+14,913
|
14,913
|
+0.01%
|
$84.59
|
+13.96%($96.40)
|
0.01%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Arlo Technologies
|
new
|
+58,674
|
58,674
|
+0.01%
|
$14.23
|
+3.23%($14.69)
|
0.01%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
ASTRAZENECA PLC
|
new
|
+26,046
|
26,046
|
+0.04%
|
$196.53
|
-13.43%($170.14)
|
0.04%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Axsome Therapeutics Inc
|
new
|
+2,116
|
2,116
|
+0%
|
$169.02
|
+29.55%($218.96)
|
0.00%
|
2026 Q1
|
≈ 0.25 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.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* 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.