POLEN CAPITAL MANAGEMENT LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $14.5B in reported equity holdings across 221 positions. The largest holdings are MSFT (7.3%), GOOGL (5.8%), LLY (5.8%), BMY (5.8%), AMZN (5.6%). The portfolio is concentrated in Other (88.4%), Technology (5.8%), Real Estate (3.5%). Data sourced from SEC EDGAR 13F filings (CIK 1034524).