Polen Capital

Polen Capital Management · Quality

13F for Q2 2026 · filed Aug 4, 2026View on SEC

Filing quarter

Portfolio value

$11.61B

-19.7% vs Q1 2026

Positions

219

+68 new · 70 sold out

Top 10 concentration

58.7%

Focused

Track record vs S&P 500

1, 3 and 5-year returns of this portfolio

Top 10 holdings

LLY
6.9%
NVDA
6.9%
MSFT
6.7%
GOOG
6.6%
AVGO
6.4%
AMZN
5.8%
V
5.3%
MA
5.0%
NOW
4.6%
ORCL
4.5%

Biggest moves

Largest trades by estimated dollar size vs Q1 2026

Bought

GE
~$258.1M traded
New buy
GEV
~$231.0M traded
New buy
ATI
~$161.5M traded
New buy
TSM
~$155.9M traded
Added+187%
HWM
~$122.9M traded
New buy

Sold

AON
~$394.7M traded
Reduced-88%
LLY
~$297.0M traded
Reduced-27%
SNPS
~$281.0M traded
Reduced-94%
ZTS
~$280.4M traded
Reduced-92%
MSFT
~$278.7M traded
Reduced-26%

Holdings & activity

Q2 2026 vs Q1 2026

You're seeing 18 of 289 positions. Create a free account to see every buy and sell.

Create free account Log in

	Activity				Reported price
LLY ELI Lilly & Co	Reduced-27%	914.6K → 666.9K	6.89% +1.07 pp	$799.9M	$1199.43	$1432.29 +19.4%
NVDA Nvidia Corporation	Reduced-3.1%	4.10M → 3.98M	6.86% +1.91 pp	$796.0M	$200.09	$168.89 -15.6%
MSFT Microsoft Corp	Reduced-26%	2.85M → 2.10M	6.74% -0.55 pp	$782.8M	$373.02	$533.16 +42.9%
GOOG Alphabet Inc	Reduced-27%	2.95M → 2.17M	6.59% +0.74 pp	$765.0M	$353.33	$284.92 -19.4%
AVGO Broadcom Inc	Reduced-27%	2.70M → 1.96M	6.38% +0.60 pp	$740.5M	$377.75	$331.98 -12.1%
AMZN Amazon Com Inc	Reduced-28%	3.90M → 2.81M	5.77% +0.16 pp	$669.7M	$238.34	$270.87 +13.7%
V Visa Inc	Reduced-26%	2.45M → 1.81M	5.34% +0.23 pp	$619.5M	$343.09	$423.00 +23.3%
MA Mastercard Incorporated	Reduced-26%	1.54M → 1.14M	5.05% -0.28 pp	$586.5M	$513.60	$658.84 +28.3%
NOW Servicenow Inc	Reduced-26%	7.27M → 5.37M	4.59% -0.67 pp	$533.2M	$99.28	$99.61 +0.3%
ORCL Oracle Corp	Reduced-29%	5.02M → 3.57M	4.51% -0.60 pp	$523.8M	$146.55	$117.97 -19.5%
GE GE Aerospace	New buy	– → 690.5K	2.22% +2.22 pp	$258.1M	$373.73	$337.91 -9.6%
TSM Taiwan Semiconductor Manufac	Added+187%	174.7K → 501.2K	2.06% +1.65 pp	$239.4M	$477.57	$396.48 -17.0%
GEV GE Vernova Inc	New buy	– → 196.6K	1.99% +1.99 pp	$231.0M	$1174.86	$797.04 -32.2%
ATI ATI Inc	New buy	– → 819.2K	1.39% +1.39 pp	$161.5M	$197.10	$182.72 -7.3%
HWM Howmet Aerospace Inc	New buy	– → 457.1K	1.06% +1.06 pp	$122.9M	$268.86	$219.05 -18.5%
AON AON PLC	Reduced-88%	1.35M → 164.0K	0.47% -2.55 pp	$54.4M	$331.69	$336.34 +1.4%
ZTS Zoetis Inc	Reduced-92%	4.22M → 320.4K	0.20% -3.25 pp	$23.0M	$71.86	$82.46 +14.8%
SNPS Synopsys Inc	Reduced-94%	671.2K → 41.3K	0.16% -1.68 pp	$18.4M	$446.07	$459.95 +3.1%

LLY

ELI Lilly & Co

Reduced-27%

Portfolio

6.89%

914.6K → 666.9K

Since Q-end

+19.4%

NVDA

Nvidia Corporation

Reduced-3.1%

Portfolio

6.86%

4.10M → 3.98M

Since Q-end

-15.6%

MSFT

Microsoft Corp

Reduced-26%

Portfolio

6.74%

2.85M → 2.10M

Since Q-end

+42.9%

GOOG

Alphabet Inc

Reduced-27%

Portfolio

6.59%

2.95M → 2.17M

Since Q-end

-19.4%

AVGO

Broadcom Inc

Reduced-27%

Portfolio

6.38%

2.70M → 1.96M

Since Q-end

-12.1%

AMZN

Amazon Com Inc

Reduced-28%

Portfolio

5.77%

3.90M → 2.81M

Since Q-end

+13.7%

Visa Inc

Reduced-26%

Portfolio

5.34%

2.45M → 1.81M

Since Q-end

+23.3%

Mastercard Incorporated

Reduced-26%

Portfolio

5.05%

1.54M → 1.14M

Since Q-end

+28.3%

NOW

Servicenow Inc

Reduced-26%

Portfolio

4.59%

7.27M → 5.37M

Since Q-end

+0.3%

ORCL

Oracle Corp

Reduced-29%

Portfolio

4.51%

5.02M → 3.57M

Since Q-end

-19.5%

GE Aerospace

New buy

Portfolio

2.22%

0 → 690.5K

Since Q-end

-9.6%

TSM

Taiwan Semiconductor Manufac

Added+187%

Portfolio

2.06%

174.7K → 501.2K

Since Q-end

-17.0%

GEV

GE Vernova Inc

New buy

Portfolio

1.99%

0 → 196.6K

Since Q-end

-32.2%

ATI

ATI Inc

New buy

Portfolio

1.39%

0 → 819.2K

Since Q-end

-7.3%

HWM

Howmet Aerospace Inc

New buy

Portfolio

1.06%

0 → 457.1K

Since Q-end

-18.5%

AON

AON PLC

Reduced-88%

Portfolio

0.47%

1.35M → 164.0K

Since Q-end

+1.4%

ZTS

Zoetis Inc

Reduced-92%

Portfolio

0.20%

4.22M → 320.4K

Since Q-end

+14.8%

SNPS

Synopsys Inc

Reduced-94%

Portfolio

0.16%

671.2K → 41.3K

Since Q-end

+3.1%

271 more positions are hidden. It's free to see them all.

Create free account Log in

Source: SEC Form 13F-HR (CIK 0001034524). Positions are a quarter-end snapshot filed up to 45 days later and may have changed since. Only US-listed long positions and listed options are reported. Not investment advice.

All superinvestors

Polen Capital

Polen Capital Management · Quality

13F for Q2 2026 · filed Aug 4, 2026View on SEC

Filing quarter

Portfolio value

$11.61B

-19.7% vs Q1 2026

Positions

219

+68 new · 70 sold out

Top 10 concentration

58.7%

Focused

Track record vs S&P 500

1, 3 and 5-year returns of this portfolio

Top 10 holdings

LLY
6.9%
NVDA
6.9%
MSFT
6.7%
GOOG
6.6%
AVGO
6.4%
AMZN
5.8%
V
5.3%
MA
5.0%
NOW
4.6%
ORCL
4.5%

Biggest moves

Largest trades by estimated dollar size vs Q1 2026

Bought

GE
~$258.1M traded
New buy
GEV
~$231.0M traded
New buy
ATI
~$161.5M traded
New buy
TSM
~$155.9M traded
Added+187%
HWM
~$122.9M traded
New buy

Sold

AON
~$394.7M traded
Reduced-88%
LLY
~$297.0M traded
Reduced-27%
SNPS
~$281.0M traded
Reduced-94%
ZTS
~$280.4M traded
Reduced-92%
MSFT
~$278.7M traded
Reduced-26%

Holdings & activity

Q2 2026 vs Q1 2026

You're seeing 18 of 289 positions. Create a free account to see every buy and sell.

Create free account Log in

	Activity				Reported price
LLY ELI Lilly & Co	Reduced-27%	914.6K → 666.9K	6.89% +1.07 pp	$799.9M	$1199.43	$1432.29 +19.4%
NVDA Nvidia Corporation	Reduced-3.1%	4.10M → 3.98M	6.86% +1.91 pp	$796.0M	$200.09	$168.89 -15.6%
MSFT Microsoft Corp	Reduced-26%	2.85M → 2.10M	6.74% -0.55 pp	$782.8M	$373.02	$533.16 +42.9%
GOOG Alphabet Inc	Reduced-27%	2.95M → 2.17M	6.59% +0.74 pp	$765.0M	$353.33	$284.92 -19.4%
AVGO Broadcom Inc	Reduced-27%	2.70M → 1.96M	6.38% +0.60 pp	$740.5M	$377.75	$331.98 -12.1%
AMZN Amazon Com Inc	Reduced-28%	3.90M → 2.81M	5.77% +0.16 pp	$669.7M	$238.34	$270.87 +13.7%
V Visa Inc	Reduced-26%	2.45M → 1.81M	5.34% +0.23 pp	$619.5M	$343.09	$423.00 +23.3%
MA Mastercard Incorporated	Reduced-26%	1.54M → 1.14M	5.05% -0.28 pp	$586.5M	$513.60	$658.84 +28.3%
NOW Servicenow Inc	Reduced-26%	7.27M → 5.37M	4.59% -0.67 pp	$533.2M	$99.28	$99.61 +0.3%
ORCL Oracle Corp	Reduced-29%	5.02M → 3.57M	4.51% -0.60 pp	$523.8M	$146.55	$117.97 -19.5%
GE GE Aerospace	New buy	– → 690.5K	2.22% +2.22 pp	$258.1M	$373.73	$337.91 -9.6%
TSM Taiwan Semiconductor Manufac	Added+187%	174.7K → 501.2K	2.06% +1.65 pp	$239.4M	$477.57	$396.48 -17.0%
GEV GE Vernova Inc	New buy	– → 196.6K	1.99% +1.99 pp	$231.0M	$1174.86	$797.04 -32.2%
ATI ATI Inc	New buy	– → 819.2K	1.39% +1.39 pp	$161.5M	$197.10	$182.72 -7.3%
HWM Howmet Aerospace Inc	New buy	– → 457.1K	1.06% +1.06 pp	$122.9M	$268.86	$219.05 -18.5%
AON AON PLC	Reduced-88%	1.35M → 164.0K	0.47% -2.55 pp	$54.4M	$331.69	$336.34 +1.4%
ZTS Zoetis Inc	Reduced-92%	4.22M → 320.4K	0.20% -3.25 pp	$23.0M	$71.86	$82.46 +14.8%
SNPS Synopsys Inc	Reduced-94%	671.2K → 41.3K	0.16% -1.68 pp	$18.4M	$446.07	$459.95 +3.1%

LLY

ELI Lilly & Co

Reduced-27%

Portfolio

6.89%

914.6K → 666.9K

Since Q-end

+19.4%

NVDA

Nvidia Corporation

Reduced-3.1%

Portfolio

6.86%

4.10M → 3.98M

Since Q-end

-15.6%

MSFT

Microsoft Corp

Reduced-26%

Portfolio

6.74%

2.85M → 2.10M

Since Q-end

+42.9%

GOOG

Alphabet Inc

Reduced-27%

Portfolio

6.59%

2.95M → 2.17M

Since Q-end

-19.4%

AVGO

Broadcom Inc

Reduced-27%

Portfolio

6.38%

2.70M → 1.96M

Since Q-end

-12.1%

AMZN

Amazon Com Inc

Reduced-28%

Portfolio

5.77%

3.90M → 2.81M

Since Q-end

+13.7%

Visa Inc

Reduced-26%

Portfolio

5.34%

2.45M → 1.81M

Since Q-end

+23.3%

Mastercard Incorporated

Reduced-26%

Portfolio

5.05%

1.54M → 1.14M

Since Q-end

+28.3%

NOW

Servicenow Inc

Reduced-26%

Portfolio

4.59%

7.27M → 5.37M

Since Q-end

+0.3%

ORCL

Oracle Corp

Reduced-29%

Portfolio

4.51%

5.02M → 3.57M

Since Q-end

-19.5%

GE Aerospace

New buy

Portfolio

2.22%

0 → 690.5K

Since Q-end

-9.6%

TSM

Taiwan Semiconductor Manufac

Added+187%

Portfolio

2.06%

174.7K → 501.2K

Since Q-end

-17.0%

GEV

GE Vernova Inc

New buy

Portfolio

1.99%

0 → 196.6K

Since Q-end

-32.2%

ATI

ATI Inc

New buy

Portfolio

1.39%

0 → 819.2K

Since Q-end

-7.3%

HWM

Howmet Aerospace Inc

New buy

Portfolio

1.06%

0 → 457.1K

Since Q-end

-18.5%

AON

AON PLC

Reduced-88%

Portfolio

0.47%

1.35M → 164.0K

Since Q-end

+1.4%

ZTS

Zoetis Inc

Reduced-92%

Portfolio

0.20%

4.22M → 320.4K

Since Q-end

+14.8%

SNPS

Synopsys Inc

Reduced-94%

Portfolio

0.16%

671.2K → 41.3K

Since Q-end

+3.1%

271 more positions are hidden. It's free to see them all.

Create free account Log in

Fortuna

Fortuna AI

Investolens

Sign in

Polen Capital

Top 10 holdings

Biggest moves

Holdings & activity

Polen Capital

Top 10 holdings

Biggest moves

Holdings & activity