MondegarAI
POLEN CAPITAL MANAGEMENT LLC

Q1 2026 · 13F-HR

POLEN CAPITAL MANAGEMENT LLCholdings as filed

Filed 2026-05-14 · accession 0001172661-26-001911

$14.46B
Reported value
221
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · POLEN CAPITAL MANAGEMENT LLC · Q1 2026

AI · grounded in 13F

Polen Capital Management LLC established a new position in META worth $272.7M, its largest buy of the period. The fund also initiated new stakes in LRCX for $225.3M and ROL for $116.3M. On the sell side, the manager trimmed its holdings in AMZN by 54.97% and ORCL by 30.08%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$1.05B7.29%2,845,888CommonSOLE
02079K107GOOGALPHABET INC$845.3M5.85%2,946,637CommonSOLE
532457108LLYELI LILLY & CO$841.2M5.82%914,557CommonSOLE
11135F101AVGOBROADCOM INC$834.9M5.78%2,697,567CommonSOLE
023135106AMZNAMAZON COM INC$811.6M5.61%3,896,739CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$770.2M5.33%1,541,388CommonSOLE
81762P102NOWSERVICENOW INC$760.0M5.26%7,269,453CommonSOLE
82509L107SHOPSHOPIFY INC$748.1M5.17%6,306,740CommonSOLE
92826C839VVISA INC$739.2M5.11%2,445,760CommonSOLE
68389X105ORCLORACLE CORP$739.1M5.11%5,024,257CommonSOLE
67066G104NVDANVIDIA CORPORATION$715.8M4.95%4,104,247CommonSOLE
22160N109CSGPCOSTAR GROUP INC$507.1M3.51%12,570,368CommonSOLE
55354G100MSCIMSCI INC$501.0M3.47%929,509CommonSOLE
98978V103ZTSZOETIS INC$499.2M3.45%4,223,076CommonSOLE
855244109SBUXSTARBUCKS CORP$452.9M3.13%5,055,488CommonSOLE
G0403H108AONAON PLC$437.1M3.02%1,354,053CommonSOLE
45168D104IDXXIDEXX LABS INC$391.0M2.70%695,811CommonSOLE
009066101ABNBAIRBNB INC$287.1M1.99%2,273,747CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$279.7M1.94%606,826CommonSOLE
30303M102METAMETA PLATFORMS INC$272.7M1.89%476,663CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$268.6M1.86%1,354,748CommonSOLE
871607107SNPSSYNOPSYS INC$266.1M1.84%671,233CommonSOLE
512807306LRCXLAM RESEARCH CORP$225.3M1.56%1,054,495CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$209.9M1.45%2,917,928CommonSOLE
464287614IWFISHARES TR$173.5M1.20%406,863CommonSOLE
775711104ROLROLLINS INC$116.3M0.80%2,177,678CommonSOLE
58733R102MELIMERCADOLIBRE INC$59.6M0.41%34,452CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$59.0M0.41%174,686CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$52.1M0.36%107,429CommonSOLE
464288257ACWIISHARES TR$42.4M0.29%306,415CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$36.4M0.25%579,739CommonSOLE
N07059210ASMLASML HLDG NV$21.2M0.15%16,072CommonSOLE
G6683N103NUNU HLDGS LTD$17.5M0.12%1,217,238CommonSOLE
803054204SAPSAP SE$11.4M0.08%66,674CommonSOLE
04010E109AGXARGAN INC$9.8M0.07%17,981CommonSOLE
739128106POWLPOWELL INDS INC$9.5M0.07%17,485CommonSOLE
093712107BEBLOOM ENERGY CORP$9.1M0.06%67,231CommonSOLE
461202103INTUINTUIT$8.6M0.06%19,853CommonSOLE
077347300BELFBBEL FUSE INC$8.6M0.06%43,339CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$8.5M0.06%143,231CommonSOLE
25402D102DOCNDIGITALOCEAN HLDGS INC$8.3M0.06%96,206CommonSOLE
02079K305GOOGLALPHABET INC$8.1M0.06%28,195CommonSOLE
64110L106NFLXNETFLIX INC.$8.0M0.06%83,285CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$7.8M0.05%38,123CommonSOLE
918284100VSECVSE CORP$7.8M0.05%42,040CommonSOLE
03214Q108AMPXAMPRIUS TECHNOLOGIES INC$7.1M0.05%422,145CommonSOLE
18467V109YOUCLEAR SECURE INC$7.1M0.05%145,900CommonSOLE
922908736VUGVANGUARD INDEX FDS$7.0M0.05%16,030CommonSOLE
31188V100FSLYFASTLY INC$6.9M0.05%238,518CommonSOLE
607828100MODMODINE MFG CO$6.3M0.04%29,042CommonSOLE
72703X106PLPLANET LABS PBC$6.0M0.04%213,914CommonSOLE
G29018101DLODLOCAL LTD$6.0M0.04%458,909CommonSOLE
112463104BKDBROOKDALE SR LIVING INC$5.8M0.04%420,374CommonSOLE
44951W106IESCIES HOLDINGS INC$5.7M0.04%11,953CommonSOLE
55826T102SPHRSPHERE ENTERTAINMENT CO$5.7M0.04%48,293CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$5.6M0.04%19,376CommonSOLE
46429B671MCHIISHARES TR$5.4M0.04%96,813CommonSOLE
G5960L103MDTMEDTRONIC PLC$5.3M0.04%60,661CommonSOLE
46434G772EWTISHARES INC$5.2M0.04%72,894CommonSOLE
65487K100LASRNLIGHT INC$5.1M0.04%89,791CommonSOLE
G0593M107AZNASTRAZENECA PLC$5.1M0.04%26,046CommonSOLE
81663L200WGSGENEDX HOLDINGS CORP$5.0M0.03%77,419CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$4.9M0.03%12,431CommonSOLE
83418M103SEISOLARIS ENERGY INFRAS INC$4.7M0.03%83,675CommonSOLE
05614L209BWBABCOCK & WILCOX ENTERPRISES$4.0M0.03%271,492CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$3.8M0.03%410,278CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$3.7M0.03%30,831CommonSOLE
349381103FIGRFIGURE TECHNOLOGY SOLUTIO$3.6M0.02%105,634CommonSOLE
485924104KRMNKARMAN HLDGS INC$3.5M0.02%44,066CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$3.4M0.02%45,934CommonSOLE
74006W207PRAXPRAXIS PRECISION MEDICINES I$3.2M0.02%10,043CommonSOLE
40131M109GHGUARDANT HEALTH INC$3.2M0.02%34,725CommonSOLE
45104G104IBNICICI BANK LIMITED$3.1M0.02%118,059CommonSOLE
H5919C104ONONON HLDG AG$3.0M0.02%88,051CommonSOLE
00760J108AEHRAEHR TEST SYS$2.9M0.02%79,396CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$2.9M0.02%26,329CommonSOLE
00724F101ADBEADOBE INC$2.9M0.02%11,868CommonSOLE
046433108ATROASTRONICS CORP$2.8M0.02%42,410CommonSOLE
00246W103AXTIAXT INC$2.8M0.02%49,368CommonSOLE
88160R101TSLATESLA INC$2.7M0.02%7,368CommonSOLE
81141R100SESEA LTD$2.7M0.02%32,874CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$2.7M0.02%36,096CommonSOLE
L1995B107CAAPCORPORACION AMER ARPTS S A$2.7M0.02%106,069CommonSOLE
94419L101WWAYFAIR INC$2.6M0.02%35,216CommonSOLE
92645B103VCTRVICTORY CAP HLDGS INC DEL$2.6M0.02%39,868CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$2.6M0.02%24,337CommonSOLE
80706P103SRRKSCHOLAR ROCK HLDG CORP$2.6M0.02%51,951CommonSOLE
82982T106SITMSITIME CORP$2.5M0.02%7,101CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$2.4M0.02%3,757CommonSOLE
G65163100JOBYJOBY AVIATION INC$2.4M0.02%294,754CommonSOLE
683797104OPYOPPENHEIMER HLDGS INC$2.4M0.02%26,954CommonSOLE
G87110105FTITECHNIPFMC PLC$2.4M0.02%34,293CommonSOLE
146869102CVNACARVANA CO$2.3M0.02%7,348CommonSOLE
925815102VICRVICOR CORP$2.2M0.02%13,899CommonSOLE
76134H101RHLDRESOLUTE HLDGS MGMT INC$2.2M0.02%13,669CommonSOLE
046224101ASTEASTEC INDS INC$2.2M0.02%41,172CommonSOLE
13321L108CCJCAMECO CORP$2.2M0.02%20,210CommonSOLE
743713109PRLBPROTO LABS INC$2.1M0.01%37,594CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$2.1M0.01%29,265CommonSOLE
88339P101REALTHE REALREAL INC$2.0M0.01%221,865CommonSOLE
46266A109IRMDIRADIMED CORP$2.0M0.01%20,744CommonSOLE
740444104PLPCPREFORMED LINE PRODS CO$2.0M0.01%7,341CommonSOLE
15102K100CELCCELCUITY INC$2.0M0.01%17,181CommonSOLE
604749101MIRMMIRUM PHARMACEUTICALS INC$1.9M0.01%20,531CommonSOLE
296006109EROERO COPPER CORP$1.9M0.01%70,159CommonSOLE
75134P600METCRAMACO RES INC$1.8M0.01%119,574CommonSOLE
002474104AZZAZZ INC$1.8M0.01%14,438CommonSOLE
30260D103FIGSFIGS INC$1.8M0.01%121,437CommonSOLE
000361105AIRAAR CORP$1.8M0.01%16,208CommonSOLE
535219109LINDLINDBLAD EXPEDITIONS HLDGS I$1.8M0.01%102,127CommonSOLE
464288240ACWXISHARES TR$1.8M0.01%25,676CommonSOLE
537008104LFUSLITTELFUSE INC$1.7M0.01%4,959CommonSOLE
819047101SHAKSHAKE SHACK INC$1.7M0.01%18,840CommonSOLE
124155102BFLYBUTTERFLY NETWORK INC$1.6M0.01%406,260CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$1.6M0.01%103,345CommonSOLE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES COR$1.6M0.01%116,051CommonSOLE
97717P104WTWISDOMTREE INC$1.6M0.01%109,005CommonSOLE
50015M109KODKODIAK SCIENCES INC$1.6M0.01%41,354CommonSOLE
002824100ABTABBOTT LABORATORIES$1.5M0.01%15,081CommonSOLE
88080T104WULFTERAWULF INC$1.5M0.01%106,375CommonSOLE
450047303IRSIRSA INVERSIONES Y REP S A$1.5M0.01%94,136CommonSOLE
773121108RKLBROCKET LAB CORP$1.5M0.01%23,555CommonSOLE
37954Y889CATHGLOBAL X FDS$1.5M0.01%18,868CommonSOLE
05465C100AXAXOS FINANCIAL INC$1.4M0.01%16,849CommonSOLE
877619106TSHATAYSHA GENE THERAPIES INC$1.4M0.01%319,748CommonSOLE
384556106GHMGRAHAM CORP$1.4M0.01%17,813CommonSOLE
G31249108ESTAESTABLISHMENT LABS HLDGS INC$1.4M0.01%24,324CommonSOLE
65340P106NXENEXGEN ENERGY LTD$1.4M0.01%117,610CommonSOLE
69007J304OUTOUTFRONT MEDIA INC$1.4M0.01%51,411CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$1.4M0.01%24,822CommonSOLE
670703107NUVLNUVALENT INC$1.3M0.01%12,744CommonSOLE
03823U102AAOIAPPLIED OPTOELECTRONICS INC$1.3M0.01%14,913CommonSOLE
29667J101ESQESQUIRE FINL HLDGS INC$1.3M0.01%11,713CommonSOLE
24823R105DNLIDENALI THERAPEUTICS INC$1.3M0.01%65,301CommonSOLE
172573107CRCLCIRCLE INTERNET GROUP INC$1.2M0.01%13,098CommonSOLE
46222L108IONQIONQ INC$1.2M0.01%42,109CommonSOLE
46578C108IEIVANHOE ELECTRIC INC$1.1M0.01%97,186CommonSOLE
90184D100TWSTTWIST BIOSCIENCE CORP$1.1M0.01%24,037CommonSOLE
46436E718SGOVISHARES TR$1.1M0.01%11,267CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$1.1M0.01%40,481CommonSOLE
829401108SIONSIONNA THERAPEUTICS INC$1.1M0.01%26,775CommonSOLE
92835K103VPGVISHAY PRECISION GROUP INC$1.1M0.01%24,263CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$1.0M0.01%2,553CommonSOLE
154760409CPFCENTRAL PAC FINL CORP$1.0M0.01%32,323CommonSOLE
037833100AAPLAPPLE INC$1.0M0.01%4,052CommonSOLE
G3323L100FNFABRINET$1.0M0.01%1,930CommonSOLE
56146T103MAMAMAMAS CREATIONS INC$1.0M0.01%65,408CommonSOLE
98423F109XMTRXOMETRY INC$1.0M0.01%24,564CommonSOLE
343412102FLRFLUOR CORP$980,1630.01%21,011CommonSOLE
131193104CALYCALLAWAY GOLF CO$977,5820.01%70,431CommonSOLE
974250102WINAWINMARK CORP$976,0970.01%2,283CommonSOLE
48238T109OPLNOPENLANE INC$972,4730.01%33,361CommonSOLE
00486H105ADTNADTRAN HOLDINGS INC$952,1550.01%75,688CommonSOLE
M6191J100FROGJFROG LTD$949,8630.01%20,240CommonSOLE
40416E103HCIHCI GROUP INC$944,0490.01%6,106CommonSOLE
86333M108LRNSTRIDE INC$932,0450.01%10,571CommonSOLE
50050N103KTBKONTOOR BRANDS INC$927,2660.01%13,192CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$912,9500.01%6,600CommonSOLE
G1827P106CEPTCANTOR EQUITY PARTNERS II IN$902,4000.01%82,865CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$849,7090.01%13,184CommonSOLE
04206A101ARLOARLO TECHNOLOGIES INC$834,9310.01%58,674CommonSOLE
231561101CWCURTISS WRIGHT CORP$811,8950.01%1,192CommonSOLE
02913V103APEIAMERICAN PUB ED INC$803,2590.01%14,122CommonSOLE
532257805LPTHLIGHTPATH TECHNOLOGIES INC$792,9220.01%79,055CommonSOLE
09263B207BKSYBLACKSKY TECHNOLOGY INC$770,9530.01%30,642CommonSOLE
29772L108ETONETON PHARMACEUTICALS INC$743,8060.01%30,138CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$737,8210.01%7,422CommonSOLE
31816X106FLYFIREFLY AEROSPACE INC$725,9570.01%25,499CommonSOLE
23834J201DAVEDAVE INC$673,5540.00%3,869CommonSOLE
68237F108OFRMONCE UPON A FARM PBC$664,3170.00%40,631CommonSOLE
40415F101HDBHDFC BANK LTD$595,2890.00%23,926CommonSOLE
92259N302VELOVELO3D INC$576,8560.00%61,433CommonSOLE
20459V105GPGIGPGI INC$571,2430.00%33,406CommonSOLE
08774B508BETRBETTER HOME & FINANCE HOLDIN$568,4600.00%15,959CommonSOLE
00218A105ASPIASP ISOTOPES INC$543,5270.00%122,970CommonSOLE
29082A107EMBJEMBRAER S.A.$542,2490.00%9,138CommonSOLE
68628V308ORNORION GROUP HLDGS INC$536,9890.00%49,265CommonSOLE
52567D107LMNDLEMONADE INC$515,1670.00%8,219CommonSOLE
816850101SMTCSEMTECH CORP$503,8600.00%6,553CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$492,8520.00%6,409CommonSOLE
88362T103THRTHERMON GROUP HLDGS INC$477,0860.00%9,466CommonSOLE
343389409FTKFLOTEK INDUSTRIES INC$469,0850.00%27,642CommonSOLE
563571405MTWMANITOWOC CO INC$464,5900.00%39,879CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$463,2810.00%24,921CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$431,6900.00%1,762CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$414,4590.00%1,812CommonSOLE
18453H106CCOCLEAR CHANNEL OUTDOOR HLDGS$414,0580.00%174,708CommonSOLE
922417100VECOVEECO INSTRS INC DEL$407,2680.00%12,028CommonSOLE
248019101DLXDELUXE CORP MEDIUM TERM NTS$389,8840.00%14,157CommonSOLE
03589W102ANNXANNEXON INC$388,6420.00%70,152CommonSOLE
600544100MLKNMILLERKNOLL INC$380,3700.00%26,305CommonSOLE
71742Q106PAHCPHIBRO ANIMAL HEALTH CORP$374,7250.00%6,775CommonSOLE
02157Q109ANROALTO NEUROSCIENCE INC$373,4600.00%16,613CommonSOLE
155038201CEPUCENTRAL PUERTO S A$372,2800.00%22,120CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC.$357,6460.00%2,116CommonSOLE
606710200MITKMITEK SYS INC$357,0080.00%26,445CommonSOLE
11040G103VTOLBRISTOW GROUP INC$350,8780.00%7,483CommonSOLE
83089J108SKYTSKYWATER TECHNOLOGY INC$348,5180.00%12,715CommonSOLE
252828108DNTHDIANTHUS THERAPEUTICS INC$345,6660.00%4,119CommonSOLE
90138F102TWLOTWILIO INC$340,7210.00%2,708CommonSOLE
013872106AAALCOA CORP$329,9920.00%4,975CommonSOLE
44916Y106PURRHYPERLIQUID STRATEGIES INC$315,6210.00%62,008CommonSOLE
78397Q109SESSES AI CORPORATION$308,1010.00%320,271CommonSOLE
624756102MLIMUELLER INDS INC$306,8050.00%2,769CommonSOLE
80004C200SNDKSANDISK CORP$287,8090.00%453CommonSOLE
G8068L108SNSHARKNINJA INC$263,7970.00%2,491CommonSOLE
632307104NTRANATERA INC$253,7870.00%1,269CommonSOLE
336433107FSLRFIRST SOLAR INC$251,5070.00%1,275CommonSOLE
366651107ITGARTNER INC$245,2800.00%1,549CommonSOLE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$242,5610.00%3,214CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$236,0600.00%1,063CommonSOLE
67079K100SMRNUSCALE PWR CORP$230,3070.00%21,246CommonSOLE
79466L302CRMSALESFORCE INC$226,8590.00%1,215CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$218,2410.00%4,763CommonSOLE
87422Q109TLNTALEN ENERGY CORP$217,7150.00%682CommonSOLE
78468R663BILSPDR SERIES TRUST$209,4890.00%2,286CommonSOLE
82846H405QXOQXO INC$207,6390.00%10,692CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$204,9630.00%4,388CommonSOLE
268603107LOCOEL POLLO LOCO HLDGS INC$182,0100.00%13,132CommonSOLE
63909J108NAUTNAUTILUS BIOTECHNOLOGY INC$156,5390.00%40,345CommonSOLE
683712103OPENOPENDOOR TECHNOLOGIES INC$81,7780.00%17,474CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.