Polen Capital Management LLC - Q22026 Holdings

Polen Capital Management LLC holds 219 stocks with a total portfolio value of $ 11.61B as of Q22026. In Q22026, Polen Capital Management LLC added 68 new positions, increased stakes in 63 stocks, reduced 88 holdings, and fully exited 70 positions. The largest holding is Eli Lilly & Co (LLY), representing 6.89% of the total portfolio.