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Polen Capital ManagementBrian D. Goldberg

Polen Capital Management Llc

Assets Managed
$14.456B
Holdings
221
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-38.27%(2Q avg: -31.12%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Polen Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 221 positions.

Assets under management

The assets under management (AUM) of Polen Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 14.456B in assets, with a quarterly growth rate of -38.27% and a 2-quarter average growth rate of -31.12%. The portfolio is managed by Polen Capital Management, Brian D. Goldberg, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Decreased -27.21%
7.29%
$1.053B
2.846M shares@ $370.18 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -26.66%
5.85%
$845.272M
2.947M shares@ $286.87 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -26.6%
5.82%
$841.182M
914,557 shares@ $919.77 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -23.61%
5.78%
$834.924M
2.698M shares@ $309.52 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -54.97%
5.62%
$811.574M
3.897M shares@ $208.28 avg price
MA
Mastercard Inc - A
Recent Activity
Decreased -27.69%
5.33%
$770.17M
1.541M shares@ $499.66 avg price
NOW
Servicenow Inc
Recent Activity
Increased 27.97%
5.26%
$760.021M
7.269M shares@ $104.55 avg price
SHOP
Shopify Inc - Class A
Recent Activity
Decreased -12.42%
5.18%
$748.105M
6.307M shares@ $118.62 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -27.54%
5.12%
$739.206M
2.446M shares@ $302.24 avg price
ORCL
Oracle Corp
Recent Activity
Decreased -30.07%
5.12%
$739.118M
5.024M shares@ $147.12 avg price

1-10 of 221