Polen Capital Management LLC holds a focused book of 219 stocks worth $11.6B as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened General Electric and trimmed Eli Lilly & Co. Their largest long position is Eli Lilly & Co at 7% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Polen Capital Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $1.6T |
| FMR LLC | 80 / 80 | $718.9B |
| MORGAN STANLEY | 80 / 80 | $392.5B |
| JPMORGAN CHASE & CO | 80 / 80 | $378.4B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $242.0B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $181.5B |
| UBS Group AG | 80 / 80 | $100.3B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $86.8B |
Ranked by how many of Polen Capital Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co COM | $799.9M | 666.9K | 6.9% | ▼−27% Reduced · −248K sh | |
| 2 | Nvidia Corporation COM | $796.0M | 3.98M | 6.9% | ▼−3.1% Reduced · −126K sh | |
| 3 | Microsoft Corp COM | $782.8M | 2.10M | 6.7% | ▼−26% Reduced · −747K sh | |
| 4 | Alphabet Inc CAP STK CL C | $765.0M | 2.17M | 6.6% | ▼−27% Reduced · −781K sh | |
| 5 | Broadcom Inc COM | $740.5M | 1.96M | 6.4% | ▼−27% Reduced · −737K sh | |
| 6 | Amazon Com Inc COM | $669.7M | 2.81M | 5.8% | ▼−28% Reduced · −1.1M sh | |
| 7 | Visa Inc COM CL A | $619.5M | 1.81M | 5.3% | ▼−26% Reduced · −640K sh | |
| 8 | Mastercard Incorporated CL A | $586.5M | 1.14M | 5.1% | ▼−26% Reduced · −399K sh | |
| 9 | Servicenow Inc COM | $533.2M | 5.37M | 4.6% | ▼−26% Reduced · −1.9M sh | |
| 10 | Oracle Corp COM | $523.8M | 3.57M | 4.5% | ▼−29% Reduced · −1.4M sh | |
| 11 | Shopify Inc CL A SUB VTG SHS | $522.7M | 4.58M | 4.5% | ▼−27% Reduced · −1.7M sh | |
| 12 | Msci Inc COM | $376.2M | 671.8K | 3.2% | ▼−28% Reduced · −258K sh | |
| 13 | Lam Research Corp COM NEW | $372.2M | 859.0K | 3.2% | ▼−19% Reduced · −195K sh | |
| 14 | Starbucks Corp COM | $362.9M | 3.55M | 3.1% | ▼−30% Reduced · −1.5M sh | |
| 15 | Idexx Labs Inc COM | $280.3M | 532.4K | 2.4% | ▼−23% Reduced · −163K sh | |
| 16 | Ge Aerospace COM NEW | $258.1M | 690.5K | 2.2% | ▲New New position | |
| 17 | Costar Group Inc COM | $248.1M | 8.76M | 2.1% | ▼−30% Reduced · −3.8M sh | |
| 18 | Taiwan Semiconductor Manufac SPONSORED ADS | $239.4M | 501.2K | 2.1% | ▲+187% Added · +327K sh | |
| 19 | Airbnb Inc COM CL A | $236.1M | 1.65M | 2.0% | ▼−27% Reduced · −624K sh | |
| 20 | Ge Vernova Inc COM | $231.0M | 196.6K | 2.0% | ▲New New position | |
| 21 | Meta Platforms Inc CL A | $185.6M | 329.6K | 1.6% | ▼−31% Reduced · −147K sh | |
| 22 | Intuitive Surgical Inc COM NEW | $178.1M | 447.9K | 1.5% | ▼−26% Reduced · −159K sh | |
| 23 | Ati Inc COM | $161.5M | 819.2K | 1.4% | ▲New New position | |
| 24 | Howmet Aerospace Inc COM | $122.9M | 457.1K | 1.1% | ▲New New position | |
| 25 | Emcor Group Inc COM | $85.6M | 103.1K | 0.7% | ▲New New position | |
| 26 | Ishares TR RUS 1000 GRW ETF | $76.2M | 613.6K | 0.7% | ▲+51% Added · +207K sh | |
| 27 | Rollins Inc COM | $66.4M | 1.59M | 0.6% | ▼−27% Reduced · −587K sh | |
| 28 | Aon PLC SHS CL A | $54.4M | 164.0K | 0.5% | ▼−88% Reduced · −1.2M sh | |
| 29 | Mercadolibre Inc COM | $44.0M | 25.9K | 0.4% | ▼−25% Reduced · −9K sh | |
| 30 | Uber Technologies Inc COM | $41.1M | 570.1K | 0.4% | ▼−80% Reduced · −2.3M sh | |
| 31 | Spotify Technology S A SHS | $37.5M | 81.6K | 0.3% | ▼−24% Reduced · −26K sh | |
| 32 | ASML Hldg NV N Y REGISTRY SHS | $30.7M | 15.4K | 0.3% | ▼−4.0% Reduced · −645 sh | |
| 33 | Zoetis Inc CL A | $23.0M | 320.4K | 0.2% | ▼−92% Reduced · −3.9M sh | |
| 34 | Accenture PLC Ireland SHS CLASS A | $19.0M | 152.8K | 0.2% | ▼−89% Reduced · −1.2M sh | |
| 35 | Ishares TR MSCI ACWI ETF | $18.9M | 120.5K | 0.2% | ▼−61% Reduced · −186K sh | |
| 36 | Synopsys Inc COM | $18.4M | 41.3K | 0.2% | ▼−94% Reduced · −630K sh | |
| 37 | Digitalocean Hldgs Inc COM | $15.9M | 101.3K | 0.1% | ▲+5.3% Added · +5K sh | |
| 38 | Terawulf Inc COM | $13.9M | 563.1K | 0.1% | ▲+429% Added · +457K sh | |
| 39 | Ceco Environmental Corp COM | $12.5M | 138.0K | 0.1% | ▼−3.7% Reduced · −5K sh | |
| 40 | Bloom Energy Corp COM CL A | $12.4M | 40.8K | 0.1% | ▼−39% Reduced · −26K sh | |
| 41 | Bel Fuse Inc CL B | $10.9M | 32.8K | 0.1% | ▼−24% Reduced · −10K sh | |
| 42 | Nu Hldgs Ltd ORD SHS CL A | $10.1M | 752.7K | 0.1% | ▼−38% Reduced · −464K sh | |
| 43 | Alphabet Inc CAP STK CL A | $9.9M | 27.8K | 0.1% | ▼−1.4% Reduced · −385 sh | |
| 44 | Nlight Inc COM | $9.3M | 133.4K | 0.1% | ▲+49% Added · +44K sh | |
| 45 | Jfrog Ltd ORD SHS | $8.5M | 93.1K | 0.1% | ▲+360% Added · +73K sh | |
| 46 | Powell Inds Inc COM | $8.4M | 29.2K | 0.1% | ▲+67% Added · +12K sh | |
| 47 | Argan Inc COM | $8.2M | 10.2K | 0.1% | ▼−43% Reduced · −8K sh | |
| 48 | Modine MFG Co COM | $7.8M | 29.3K | 0.1% | ▲+1.0% Added · +293 sh | |
| 49 | Clear Secure Inc COM CL A | $7.3M | 131.8K | 0.1% | ▼−9.7% Reduced · −14K sh | |
| 50 | Brookdale SR Living Inc COM | $7.3M | 451.1K | 0.1% | ▲+7.3% Added · +31K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1034524/holdings"
Use Arkolith to show POLEN CAPITAL MANAGEMENT LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 219 | $11.6B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 221 | $14.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 234 | $23.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 232 | $30.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 240 | $32.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 117 | $31.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 124 | $37.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Feb 10, 2025 | 118 | $38.7B | 13F-HR/A |
| Q2 2024 | Jun 30, 2024 | Aug 12, 2024 | 110 | $39.9B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 10, 2024 | 104 | $43.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | May 10, 2024 | 107 | $41.5B | 13F-HR/A |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 99 | $38.0B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 100 | $40.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 11, 2023 | 94 | $37.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 93 | $34.3B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 4, 2022 | 85 | $35.8B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 10, 2022 | 84 | $37.9B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 91 | $51.3B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 92 | $59.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 10, 2021 | 91 | $54.5B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 12, 2021 | 81 | $52.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.