Polen Capital Management LLC
Annual return '25
+17.7%
SPY '25
+17.7%
Alpha
+0.0ptsvs SPY
Invested
$28.9B
Holdings
221
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP
Q1 2026: Sold 84.8% (3.91M → 593.2k shares)
7.5%
02
$GOOG
ALPHABET INC
Q1 2026: Sold 96.7% (4.02M → 133.5k shares)
6.0%
03
$LLY
ELI LILLY & CO
Q1 2026: Sold 99.7% (1.25M → 3.4k shares)
6.0%
04
$AVGO
BROADCOM INC
Q1 2026: Sold 99.2% (3.53M → 27.2k shares)
5.9%
05
$AMZN
AMAZON COM INC
Q1 2026: Sold 95.9% (8.65M → 357.6k shares)
5.8%
06
$MA
MASTERCARD INCORPORATED
Q1 2026: Sold 100.0% (2.13M → 939 shares)
5.5%
07
$NOW
SERVICENOW INC
Q1 2026: Exited (was 5.68M shares)
5.4%
08
$SHOP
SHOPIFY INC
Q1 2026: Exited (was 7.20M shares)
5.3%
09
$V
VISA INC
Q1 2026: Sold 99.9% (3.38M → 4.3k shares)
5.3%
10
$ORCL
ORACLE CORP
Q1 2026: Sold 96.6% (7.19M → 242.2k shares)
5.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:36 UTC.