Eli Lilly and Company (LLY) is now the largest holding in the Polen Capital Management portfolio, at 6.89% as of June 30, 2026, according to the 13F-HR filed with the SEC on August 4, 2026. LLY ranked 3rd a quarter earlier, at 5.82% of the book. The filing lists 667K shares worth about $799.9M.
What did the 2026 Q2 filing report for LLY?
As of June 30, 2026, from the 13F-HR filed August 4, 2026.
| Value | |
|---|---|
| Portfolio weight | 6.89% |
| Shares | 667K |
| Reported value | $799.9M |
| Rank in portfolio | 1st of 219 |
| Rank a quarter earlier | 3rd |
| Largest holding a quarter earlier | MSFT at 7.29% |
| Next largest holding now | NVDA at 6.86% |
How did LLY become the largest holding?
Polen Capital Management trimmed the LLY share count by 27% in 2026 Q2; the name moved up as the rest of the book shifted. MSFT, the largest holding a quarter earlier at 7.29%, was trimmed to 6.74%, now 3rd. The next largest holding now is NVDA at 6.86%.
Where does LLY sit in the Polen Capital Management portfolio?
LLY is the largest of 219 stock positions in the Polen Capital Management portfolio at 6.89%, above the fund's average stock position of 0%. The LLY cut was the 3rd largest of the quarter's 289 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Polen Capital Management reported 219 stock positions, with 68 opened and 70 closed. The total portfolio value is about $11.6B, down 20% from the prior quarter.
How long has Polen Capital Management held LLY?
Polen Capital Management first reported LLY in the quarter ended September 30, 2023. The current weight is the highest the fund has reported for the name. Last quarter the fund cut the position by 27%. Every reported trade is on the Polen Capital Management LLY trade history page.
Did other funds buy or sell LLY in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 4, 2026, 3 hold LLY. The largest seller was Eric H. Schoenstein. Every tracked holder of LLY is on the LLY ownership page.
FAQ
What is the largest holding in the Polen Capital Management portfolio?
LLY is the largest holding in the Polen Capital Management portfolio as of 2026 Q2, at 6.89% of the reported value.
What was the largest holding of Polen Capital Management a quarter earlier?
MSFT, at 7.29% of the book. MSFT, the largest holding a quarter earlier at 7.29%, was trimmed to 6.74%, now 3rd.
How did LLY become the largest holding of Polen Capital Management?
LLY ranked 3rd a quarter earlier, at 5.82% of the book. Polen Capital Management trimmed the LLY share count by 27% in 2026 Q2; the name moved up as the rest of the book shifted. MSFT, the largest holding a quarter earlier at 7.29%, was trimmed to 6.74%, now 3rd.
How many LLY shares does Polen Capital Management hold?
Polen Capital Management holds 667K shares of LLY, worth about $799.9M at June 30, 2026 prices.