Polen Capital Management LLC - Q12026 Holdings

Polen Capital Management LLC holds 221 stocks with a total portfolio value of $ 14.46B as of Q12026. In Q12026, Polen Capital Management LLC added 69 new positions, increased stakes in 70 stocks, reduced 82 holdings, and fully exited 79 positions. The largest holding is Microsoft Corp (MSFT), representing 7.29% of the total portfolio.