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Home > Institutional Investor > Polen Capital Management Llc > Profile

Instuitional Investor - Polen Capital Management Llc

Fund Profile
Filing Period:
Fund Name: Polen Capital Management Llc
Portfolio Value $11,610,786,601
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 666,912 $799,914,391 6.89%
2.
Nvidia Corp
 NVDA 3,978,446 $796,047,269 6.86%
3.
Microsoft Corp
 MSFT 2,098,613 $782,824,321 6.74%
4.
Alphabet Inc.
 GOOGL 2,165,218 $765,036,342 6.59%
5.
Broadcom Inc.
 AVGO 1,960,209 $740,468,936 6.38%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.