Arkolith/Funds/Polen Capital Management LLC

Polen Capital Management LLC

CIK 1034524
Holdings as of Mar 31, 2026·disclosed May 14, 2026·~44-day 13F lag·13F-HR
Active Filer

Polen Capital Management LLC holds a focused book of 221 stocks worth $14.5B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened Meta Platforms Inc-Class A and trimmed Microsoft Corp. Their largest long position is Microsoft Corp at 7% of the equity book.

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Use Arkolith to show POLEN CAPITAL MANAGEMENT LLC's latest
holdings, largest changes, and filing provenance.
Opened
69
new positions
Added to
71
existing
Trimmed
81
reduced
Sold out
77
exited

Concentration

Top-heavy: focused book

Top 5 holdings
30%
Top 10 holdings
56%
Top 20 holdings
86%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

98% mapped to company sectors

Information Technology
45%
Financials
17%
Health Care
15%
Industrials
12%
Consumer Discretionary
9%
ETF / fund or unclassified
2%
Communication Services
1%
Materials
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

221 positions
#SecurityValueShares% PortLast moveHistory
1Microsoft Corp
COM
$1.1B2.85M
7.3%
−27%
Reduced · −1.1M sh
2Alphabet Inc
CAP STK CL C
$845.3M2.95M
5.8%
−27%
Reduced · −1.1M sh
3Eli Lilly & Co
COM
$841.2M914.6K
5.8%
−27%
Reduced · −332K sh
4Broadcom Inc
COM
$834.9M2.70M
5.8%
−24%
Reduced · −834K sh
5Amazon Com Inc
COM
$811.6M3.90M
5.6%
−55%
Reduced · −4.8M sh
6Mastercard Incorporated
CL A
$770.2M1.54M
5.3%
−28%
Reduced · −590K sh
7Servicenow Inc
COM
$760.0M7.27M
5.3%
+28%
Added · +1.6M sh
8Shopify Inc
CL A SUB VTG SHS
$748.1M6.31M
5.2%
−12%
Reduced · −895K sh
9Visa Inc
COM CL A
$739.2M2.45M
5.1%
−28%
Reduced · −930K sh
10Oracle Corp
COM
$739.1M5.02M
5.1%
−30%
Reduced · −2.2M sh
11Nvidia Corporation
COM
$715.8M4.10M
5.0%
−23%
Reduced · −1.2M sh
12Costar Group Inc
COM
$507.1M12.57M
3.5%
+157%
Added · +7.7M sh
13Msci Inc
COM
$501.0M929.5K
3.5%
−30%
Reduced · −402K sh
14Zoetis Inc
CL A
$499.2M4.22M
3.5%
−24%
Reduced · −1.3M sh
15Starbucks Corp
COM
$452.9M5.06M
3.1%
−25%
Reduced · −1.7M sh
16Aon PLC
SHS CL A
$437.1M1.35M
3.0%
−27%
Reduced · −492K sh
17Idexx Labs Inc
COM
$391.0M695.8K
2.7%
−28%
Reduced · −265K sh
18Airbnb Inc
COM CL A
$287.1M2.27M
2.0%
−25%
Reduced · −757K sh
19Intuitive Surgical Inc
COM NEW
$279.7M606.8K
1.9%
−28%
Reduced · −236K sh
20Meta Platforms Inc
CL A
$272.7M476.7K
1.9%
New
New position
21Accenture PLC Ireland
SHS CLASS A
$268.6M1.35M
1.9%
−28%
Reduced · −528K sh
22Synopsys Inc
COM
$266.1M671.2K
1.8%
−21%
Reduced · −174K sh
23Lam Research Corp
COM NEW
$225.3M1.05M
1.6%
New
New position
24Uber Technologies Inc
COM
$209.9M2.92M
1.5%
−18%
Reduced · −648K sh
25Ishares TR
RUS 1000 GRW ETF
$173.5M406.9K
1.2%
−48%
Reduced · −369K sh
26Rollins Inc
COM
$116.3M2.18M
0.8%
New
New position
27Mercadolibre Inc
COM
$59.6M34.5K
0.4%
−28%
Reduced · −13K sh
28Taiwan Semiconductor Manufac
SPONSORED ADS
$59.0M174.7K
0.4%
−13%
Reduced · −26K sh
29Spotify Technology S A
SHS
$52.1M107.4K
0.4%
+50%
Added · +36K sh
30Ishares TR
MSCI ACWI ETF
$42.4M306.4K
0.3%
−50%
Reduced · −304K sh
31Boston Scientific Corp
COM
$36.4M579.7K
0.3%
−86%
Reduced · −3.4M sh
32ASML Hldg NV
N Y REGISTRY SHS
$21.2M16.1K
0.1%
+44%
Added · +5K sh
33Nu Hldgs Ltd
ORD SHS CL A
$17.5M1.22M
0.1%
+5.1%
Added · +59K sh
34Sap SE
SPON ADR
$11.4M66.7K
0.1%
−71%
Reduced · −167K sh
35Argan Inc
COM
$9.8M18.0K
0.1%
−28%
Reduced · −7K sh
36Powell Inds Inc
COM
$9.5M17.5K
0.1%
−14%
Reduced · −3K sh
37Bloom Energy Corp
COM CL A
$9.1M67.2K
0.1%
−11%
Reduced · −8K sh
38Intuit
COM
$8.6M19.9K
0.1%
−96%
Reduced · −493K sh
39Bel Fuse Inc
CL B
$8.6M43.3K
0.1%
+92%
Added · +21K sh
40Ceco Environmental Corp
COM
$8.5M143.2K
0.1%
+105%
Added · +73K sh
41Digitalocean Hldgs Inc
COM
$8.3M96.2K
0.1%
New
New position
42Alphabet Inc
CAP STK CL A
$8.1M28.2K
0.1%
−8.6%
Reduced · −3K sh
43Netflix Inc.
COM
$8.0M83.3K
0.1%
−52%
Reduced · −91K sh
44BWX Technologies Inc
COM
$7.8M38.1K
0.1%
+18%
Added · +6K sh
45Vse Corp
COM
$7.8M42.0K
0.1%
+22%
Added · +8K sh
46Amprius Technologies Inc
COMMON STOCK
$7.1M422.1K
0.0%
+46%
Added · +134K sh
47Clear Secure Inc
COM CL A
$7.1M145.9K
0.0%
+271%
Added · +107K sh
48Vanguard Index FDS
GROWTH ETF
$7.0M16.0K
0.0%
−52%
Reduced · −17K sh
49Fastly Inc
CL A
$6.9M238.5K
0.0%
New
New position
50Modine MFG Co
COM
$6.3M29.0K
0.0%
+103%
Added · +15K sh
Showing 50 of 221 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 14, 2026221$14.5B13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026234$23.4B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025232$30.8B13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025240$32.6B13F-HR
Q1 2025Mar 31, 2025May 12, 2025117$31.8B13F-HR
Q4 2024Dec 31, 2024Feb 10, 2025124$37.0B13F-HR
Q3 2024Sep 30, 2024Feb 10, 2025118$38.7B13F-HR/A
Q2 2024Jun 30, 2024Aug 12, 2024110$39.9B13F-HR
Q1 2024Mar 31, 2024May 10, 2024104$43.3B13F-HR
Q4 2023Dec 31, 2023May 10, 2024107$41.5B13F-HR/A
Q3 2023Sep 30, 2023Nov 13, 202399$38.0B13F-HR
Q2 2023Jun 30, 2023Aug 11, 2023100$40.3B13F-HR
Q1 2023Mar 31, 2023May 11, 202394$37.9B13F-HR
Q4 2022Dec 31, 2022Feb 13, 202393$34.3B13F-HR
Q3 2022Sep 30, 2022Nov 4, 202285$35.8B13F-HR
Q2 2022Jun 30, 2022Aug 10, 202284$37.9B13F-HR
Q1 2022Mar 31, 2022May 12, 202291$51.3B13F-HR
Q4 2021Dec 31, 2021Feb 11, 202292$59.5B13F-HR
Q3 2021Sep 30, 2021Nov 10, 202191$54.5B13F-HR
Q2 2021Jun 30, 2021Aug 12, 202181$52.2B13F-HR
Q1 2021Mar 31, 2021May 12, 202171$44.5B13F-HR
Amended / restated
  • Q3 2024 · filed Nov 13, 202413F-HR · superseded
  • Q4 2023 · filed Feb 20, 202413F-HR/A · superseded
  • Q4 2023 · filed Feb 13, 202413F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.