POLEN CAPITAL MANAGEMENT LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $11.6B in reported equity holdings across 219 positions. The largest holdings are LLY (6.9%), NVDA (6.9%), MSFT (6.7%), GOOGL (6.6%), BMY (6.4%). The portfolio is concentrated in Other (84.4%), Technology (7.0%), Industrials (4.7%). Data sourced from SEC EDGAR 13F filings (CIK 1034524).