Not yet filed. No Q3 2026 Form 13F from Polen Capital Management has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 4, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| LLY · ELI LILLY & Co | 666,912 | 6.89% |
| NVDA · NVIDIA CORP | 3,978,446 | 6.86% |
| MSFT · MICROSOFT CORP | 2,098,613 | 6.74% |
| GOOG · Alphabet Inc. | 2,165,218 | 6.59% |
| AVGO · Broadcom Inc. | 1,960,209 | 6.38% |
| AMZN · AMAZON COM INC | 2,809,953 | 5.77% |
| V · VISA INC. | 1,805,617 | 5.34% |
| MA · Mastercard Inc | 1,141,958 | 5.05% |
| NOW · ServiceNow, Inc. | 5,370,172 | 4.59% |
| ORCL · ORACLE CORP | 3,574,259 | 4.51% |
Largest increase 2026 Q1 → 2026 Q2: FTK (+607.3% of shares). New position in 2026 Q2: GE (2.22% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: BSX (-99.2% of shares). Exited in 2026 Q2: INTU, FSLY, MDT and 62 more.
Full record: Polen Capital Management fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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