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13F filings are disclosed up to 45 days after quarter-end. Holdings shown are as of each quarter-end (latest filing 2026-05-14) and may differ from current positions. 13F reports only US-listed long equities — shorts, most derivatives, non-US (e.g. Korea/Japan) names, and confidential treatment are excluded.

Polen Capital Management

CIK 1034524

Dan Davidowitz · Polen Capital Management LLC

A concentrated growth manager that holds only high-ROE quality compounders — low-debt, strong-cash-flow names held for the long run.

View original 13F on SEC EDGAR

Quarter

2026Q1

Total 13F value

$14.5B

Holdings

216

Top holdings

HoldingWeight% of 13FValue
Microsoft Corp
7.29%$1.1B
Alphabet Inc
5.90%$853M
Eli Lilly & Co
5.82%$841M
Broadcom Inc
5.78%$835M
Amazon Com Inc
5.61%$812M
Mastercard Incorporated
5.33%$770M
Servicenow Inc
5.26%$760M
Shopify Inc
5.17%$748M
Visa Inc
5.11%$739M
Oracle Corp
5.11%$739M

As of 2026Q1 · filed 2026-05-14 · accession 0001172661-26-001911 · 103 days after quarter-end · source SEC EDGAR Form 13F-HR

This page is a factual aggregation of public SEC EDGAR Form 13F-HR disclosures. It reflects only US-listed long equity holdings; shorts, derivatives, non-US, and confidential-treatment positions are excluded. 'Weight' means the position's share within that manager's 13F (a fact), not a portfolio allocation guide. This page is for information only and is not a recommendation to buy or sell any security, nor investment advice. All investment decisions are the sole responsibility of the investor. © 2026 Haerangdal Research.

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