Polen Capital Holdings 13F: Latest Polen Capital Management Portfolio Changes
Polen Capital Management. Growth-oriented investment manager (~$23B AUM). Focus on quality growth.
As of the latest Q1 2026 13F filing, Polen Capital (managing Polen Capital Management) reported a public portfolio value of $14.5B with 221 positions. This page tracks latest holdings, latest 13F changes, top buys, top sells, and top holdings from the public filing. The top recent buy was NOW. The top recent sell was MSFT.
Open interactive portfolioLatest 13F portfolio changes
Polen Capital holdings 13F summary: the latest Polen Capital Management portfolio changes show top holdings including Microsoft, Alphabet, ELI LILLY &, BROADCOM, and Amazon, reported top buys such as SERVICENOW, COSTAR GROUP, Meta, and LAM RESEARCH, and top sells or reductions such as Microsoft, Alphabet, ELI LILLY &, and BROADCOM.
Latest filing metadata: quarter Q1 2026; report date 2026-03-31; filing date 2026-05-14; disclosure source SEC 13F.
Polen Capital 13F portfolio and latest holdings overview
Polen Capital's Q1 2026 13F holdings show Polen Capital Management reporting 221 positions with a disclosed portfolio value of $14.5B. For readers searching Polen Capital 13F holdings, Polen Capital portfolio, Polen Capital Management holdings, or latest 13F changes, the latest top holdings include Microsoft, Alphabet, ELI LILLY &, BROADCOM, and Amazon.
The three largest reported positions add up to roughly 19.0%, which helps readers judge portfolio concentration rather than just headline AUM. The largest reported sector exposure is Information Technology at 40.1% of the disclosed portfolio. This makes the page useful for comparing the manager's actual disclosed exposure with market narratives around the same names.
The latest change data highlights reported buys such as SERVICENOW, COSTAR GROUP, Meta, LAM RESEARCH, and ROLLINS and reported reductions or exits such as Microsoft, Alphabet, ELI LILLY &, BROADCOM, and Amazon. Those changes should be read as historical disclosure signals, not as real-time trade alerts.
The filing metadata lists report date 2026-03-31, filing date 2026-05-14, SEC accession 0001172661-26-001911. SEC 13F reports are normally published up to 45 days after quarter end, so the data is best used to understand institutional positioning after the fact rather than to infer today's exact portfolio.
Polen Capital portfolio analytics
the top five positions account for 30.6% of disclosed value; the largest sector exposure is Information Technology at 40.1%; reported buy and sell activity implies roughly 99.2% turnover this period; cost-basis P&L across 212 tracked positions averages 101.9% (91/112 currently in profit).
Top reported holdings
| Holding | Reported value | Weight | Quarter change |
|---|---|---|---|
| MSFT whale holders MICROSOFT CORP | $1.05B | 7.3% | Reduced |
| GOOG whale holders ALPHABET INC | $845.3M | 5.8% | Reduced |
| LLY whale holders ELI LILLY & CO | $841.2M | 5.8% | Reduced |
| AVGO whale holders BROADCOM INC | $834.9M | 5.8% | Reduced |
| AMZN whale holders AMAZON COM INC | $811.6M | 5.6% | Reduced |
| MA whale holders MASTERCARD INCORPORATED | $770.2M | 5.3% | Reduced |
| NOW whale holders SERVICENOW INC | $760.0M | 5.3% | Increased |
| SHOP whale holders SHOPIFY INC | $748.1M | 5.2% | Reduced |
| V whale holders VISA INC | $739.2M | 5.1% | Reduced |
| ORCL whale holders ORACLE CORP | $739.1M | 5.1% | Reduced |
Top buys
- NOW whale holders — SERVICENOW INC ($760.0M)
- CSGP whale holders — COSTAR GROUP INC ($507.1M)
- META whale holders — META PLATFORMS INC ($272.7M)
- LRCX whale holders — LAM RESEARCH CORP ($225.3M)
- ROL whale holders — ROLLINS INC ($116.3M)
- SPOT whale holders — SPOTIFY TECHNOLOGY S A ($52.1M)
Top sells
- MSFT whale holders — MICROSOFT CORP ($1.05B)
- GOOG whale holders — ALPHABET INC ($845.3M)
- LLY whale holders — ELI LILLY & CO ($841.2M)
- AVGO whale holders — BROADCOM INC ($834.9M)
- AMZN whale holders — AMAZON COM INC ($811.6M)
- MA whale holders — MASTERCARD INCORPORATED ($770.2M)
Allocation
- Information Technology: 40.1%
- Financials: 17.1%
- Health Care: 14.3%
- Consumer Discretionary: 12.7%
- Communication Services: 7.9%
- Real Estate: 3.5%
- Other: 1.8%
- ETF / Fund: 1.6%
Data notes
Report date: 2026-03-31
Disclosure source: SEC 13F
SEC 13F filings are delayed public disclosures and do not include every asset class, short positions, or real-time trades.
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Frequently asked questions
Polen Capital 13F Holdings
The Q1 2026 13F profile for Polen Capital and Polen Capital Management shows 221 reported positions, $14.5B in disclosed portfolio value, and top holdings including Microsoft, Alphabet, ELI LILLY &, BROADCOM, and Amazon.
What is Polen Capital buying? Latest 13F changes
The latest tracked change data for Polen Capital highlights reported buys such as SERVICENOW, COSTAR GROUP, Meta, and LAM RESEARCH and reported sells or reductions such as Microsoft, Alphabet, ELI LILLY &, and BROADCOM.
Polen Capital Management top holdings
Polen Capital Management top holdings are summarized from public disclosures with reported values, weights, portfolio concentration, top buys, top sells, and filing metadata where available.
Polen Capital buys and sells
Use the top buys and top sells sections above to compare Polen Capital's reported additions, reductions, exits, and latest portfolio activity against other tracked investors.
How delayed is Polen Capital's 13F data?
SEC Form 13F requires institutional investment managers with $100M+ in US equities to disclose their holdings quarterly. Read our comprehensive 13F guide for timing, coverage, and limitations. Read the Whale Analyzer 13F guide.