POLEN CAPITAL MANAGEMENT LLC

FundBoca Raton · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$11.6B

Reported value of US stock holdings on Jun 30, the filing's own figure

219 positions · filed Aug 4, 35 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 4 · against the report before it

New positions

68, biggest 4

GE GE AEROSPACE 690K shares2.2% of this fund's holdings

GEV GE VERNOVA INC 197K shares2.0% of this fund's holdings

ATI ATI INC 819K shares1.4% of this fund's holdings

HWM HOWMET AEROSPACE INC 457K shares1.1% of this fund's holdings

Sold out

70, biggest 4

INTU INTUIT All 19,853 shares

FSLY FASTLY INC All 239K shares

MCHI ISHARES TR All 96,813 shares

MDT MEDTRONIC PLC All 60,661 shares

Added to

60, biggest 4

TSM TAIWAN SEMICONDUCTOR MANUFAC +327K shares+187%

IWF ISHARES TR +207K shares+51%

DOCN DIGITALOCEAN HLDGS INC +5,144 shares+5%

WULF TERAWULF INC +457K shares+429%

Trimmed

82, biggest 4

LLY ELI LILLY & CO −248K shares−27%

NVDA NVIDIA CORPORATION −126K shares−3%

MSFT MICROSOFT CORP −747K shares−26%

GOOG ALPHABET INC −781K shares−27%

Top holdings

Reference, not news

Top holdings · 219 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 LLY ELI LILLY & CO 667K 6.9% −27%

2 NVDA NVIDIA CORPORATION 4.0M 6.9% −3%

3 MSFT MICROSOFT CORP 2.1M 6.7% −26%

4 GOOG ALPHABET INC 2.2M 6.6% −27%

5 AVGO BROADCOM INC 2.0M 6.4% −27%

6 AMZN AMAZON COM INC 2.8M 5.8% −28%

7 V VISA INC 1.8M 5.3% −26%

8 MA MASTERCARD INCORPORATED 1.1M 5.1% −26%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.