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 Q2 2026 13F filing, Polen Capital (managing Polen Capital Management) reported a public portfolio value of $11.6B with 219 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 GE. The top recent sell was LLY.
Open interactive portfolioLatest 13F portfolio changes
Polen Capital holdings 13F summary: the latest Polen Capital Management portfolio changes show top holdings including ELI LILLY &, NVIDIA, Microsoft, Alphabet, and BROADCOM, reported top buys such as GE AEROSPACE, TSMC, GE VERNOVA, and ATI, and top sells or reductions such as ELI LILLY &, NVIDIA, Microsoft, and Alphabet.
Latest filing metadata: quarter Q2 2026; report date 2026-06-30; filing date 2026-08-04; disclosure source SEC 13F.
Polen Capital 13F portfolio and latest holdings overview
Polen Capital's Q2 2026 13F holdings show Polen Capital Management reporting 219 positions with a disclosed portfolio value of $11.6B. For readers searching Polen Capital 13F holdings, Polen Capital portfolio, Polen Capital Management holdings, or latest 13F changes, the latest top holdings include ELI LILLY &, NVIDIA, Microsoft, Alphabet, and BROADCOM.
The three largest reported positions add up to roughly 20.5%, 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 GE AEROSPACE, TSMC, GE VERNOVA, ATI, and HOWMET AEROSPACE and reported reductions or exits such as ELI LILLY &, NVIDIA, Microsoft, Alphabet, and BROADCOM. Those changes should be read as historical disclosure signals, not as real-time trade alerts.
The filing metadata lists report date 2026-06-30, filing date 2026-08-04, SEC accession 0001172661-26-003035. 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 33.9% of disclosed value; the largest sector exposure is Information Technology at 40.1%; reported buy and sell activity implies roughly 98.3% turnover this period; cost-basis P&L across 219 tracked positions averages 239.2% (107/121 currently in profit).
Top reported holdings
| Holding | Reported value | Weight | Quarter change |
|---|---|---|---|
| LLY whale holders ELI LILLY & CO | $799.9M | 6.9% | Reduced |
| NVDA whale holders NVIDIA CORPORATION | $796.0M | 6.9% | Reduced |
| MSFT whale holders MICROSOFT CORP | $782.8M | 6.7% | Reduced |
| GOOG whale holders ALPHABET INC | $765.0M | 6.6% | Reduced |
| AVGO whale holders BROADCOM INC | $740.5M | 6.4% | Reduced |
| AMZN whale holders AMAZON COM INC | $669.7M | 5.8% | Reduced |
| V whale holders VISA INC | $619.5M | 5.3% | Reduced |
| MA whale holders MASTERCARD INCORPORATED | $586.5M | 5.0% | Reduced |
| NOW whale holders SERVICENOW INC | $533.2M | 4.6% | Reduced |
| ORCL whale holders ORACLE CORP | $523.8M | 4.5% | Reduced |
Top buys
- GE whale holders — GE AEROSPACE ($258.1M)
- TSMWF whale holders — TAIWAN SEMICONDUCTOR MANUFAC ($239.4M)
- GEV whale holders — GE VERNOVA INC ($231.0M)
- ATI whale holders — ATI INC ($161.5M)
- HWM whale holders — HOWMET AEROSPACE INC ($122.9M)
- EME whale holders — EMCOR GROUP INC ($85.6M)
Top sells
- LLY whale holders — ELI LILLY & CO ($799.9M)
- NVDA whale holders — NVIDIA CORPORATION ($796.0M)
- MSFT whale holders — MICROSOFT CORP ($782.8M)
- GOOG whale holders — ALPHABET INC ($765.0M)
- AVGO whale holders — BROADCOM INC ($740.5M)
- AMZN whale holders — AMAZON COM INC ($669.7M)
Allocation
- Information Technology: 40.1%
- Financials: 14.2%
- Consumer Discretionary: 11.7%
- Health Care: 11.1%
- Communication Services: 8.4%
- Industrials: 6.1%
- Other: 2.5%
- Real Estate: 2.1%
Data notes
Report date: 2026-06-30
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 Q2 2026 13F profile for Polen Capital and Polen Capital Management shows 219 reported positions, $11.6B in disclosed portfolio value, and top holdings including ELI LILLY &, NVIDIA, Microsoft, Alphabet, and BROADCOM.
What is Polen Capital buying? Latest 13F changes
The latest tracked change data for Polen Capital highlights reported buys such as GE AEROSPACE, TSMC, GE VERNOVA, and ATI and reported sells or reductions such as ELI LILLY &, NVIDIA, Microsoft, and Alphabet.
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.