13F filings are disclosed up to 45 days after quarter-end. Holdings shown are as of each quarter-end (latest filing 2026-08-04) 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 1034524Dan 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 EDGARQuarter
2026Q2
Total 13F value
$11.6B
Holdings
214
Top holdings
| Holding | Weight | % of 13F | Value |
|---|---|---|---|
| Eli Lilly & Co | 6.89% | $800M | |
| Nvidia Corporation | 6.86% | $796M | |
| Microsoft Corp | 6.74% | $783M | |
| Alphabet Inc | 6.67% | $775M | |
| Broadcom Inc | 6.38% | $740M | |
| Amazon Com Inc | 5.77% | $670M | |
| Visa Inc | 5.34% | $619M | |
| Mastercard Incorporated | 5.05% | $587M | |
| Servicenow Inc | 4.59% | $533M | |
| Oracle Corp | 4.51% | $524M |
As of 2026Q2 · filed 2026-08-04 · accession 0001172661-26-003035 · 57 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.