POLEN CAPITAL MANAGEMENT LLC: 13F holdings
CIK 10345242026Q2
| Positions | 219 |
|---|---|
| Reported value | $11.6bn |
| Filed | 2026-08-04 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| LLY ELI LILLY & CO | 666,912 | $799.9m | 6.9% |
| NVDA NVIDIA CORPORATION | 3,978,446 | $796.0m | 6.9% |
| MSFT MICROSOFT CORP | 2,098,613 | $782.8m | 6.7% |
| GOOG ALPHABET INC | 2,165,218 | $765.0m | 6.6% |
| AVGO BROADCOM INC | 1,960,209 | $740.5m | 6.4% |
| AMZN AMAZON COM INC | 2,809,953 | $669.7m | 5.8% |
| V VISA INC | 1,805,617 | $619.5m | 5.3% |
| MA MASTERCARD INCORPORATED | 1,141,958 | $586.5m | 5.1% |
| NOW SERVICENOW INC | 5,370,172 | $533.2m | 4.6% |
| ORCL ORACLE CORP | 3,574,259 | $523.8m | 4.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1034524")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.