---
title: Polen Capital (Polen Capital Management LLC) — 13F holdings
canonical: https://sweetvaluelab.com/investors/polen-capital
cik: 0001034524
quarter: 2026-06-30
filed: 2026-08-04
---
# Polen Capital — Polen Capital Management LLC

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 4, 2026: 219 positions worth $11.6B. Against the quarter ended Mar 31, 2026: 68 bought, 63 added to, 0 unchanged, 88 reduced, 70 sold. The top five are 33% of the portfolio, the top ten 59%; 47 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| LLY | ELI LILLY & CO | 666,912 | $799.9M | 6.9% | reduced (-27%) |
| NVDA | NVIDIA CORPORATION | 3,978,446 | $796.0M | 6.9% | reduced (-3%) |
| MSFT | MICROSOFT CORP | 2,098,613 | $782.8M | 6.7% | reduced (-26%) |
| GOOG | ALPHABET INC | 2,165,218 | $765.0M | 6.6% | reduced (-27%) |
| AVGO | BROADCOM INC | 1,960,209 | $740.5M | 6.4% | reduced (-27%) |
| AMZN | AMAZON COM INC | 2,809,953 | $669.7M | 5.8% | reduced (-28%) |
| V | VISA INC | 1,805,617 | $619.5M | 5.3% | reduced (-26%) |
| MA | MASTERCARD INCORPORATED | 1,141,958 | $586.5M | 5.1% | reduced (-26%) |
| NOW | SERVICENOW INC | 5,370,172 | $533.2M | 4.6% | reduced (-26%) |
| ORCL | ORACLE CORP | 3,574,259 | $523.8M | 4.5% | reduced (-29%) |
| SHOP | SHOPIFY INC | 4,577,524 | $522.7M | 4.5% | reduced (-27%) |
| MSCI | MSCI INC | 671,797 | $376.2M | 3.2% | reduced (-28%) |
| LRCX | LAM RESEARCH CORP | 859,036 | $372.2M | 3.2% | reduced (-19%) |
| SBUX | STARBUCKS CORP | 3,550,773 | $362.9M | 3.1% | reduced (-30%) |
| IDXX | IDEXX LABS INC | 532,384 | $280.3M | 2.4% | reduced (-23%) |
| GE | GE AEROSPACE | 690,493 | $258.1M | 2.2% | bought |
| CSGP | COSTAR GROUP INC | 8,759,314 | $248.1M | 2.1% | reduced (-30%) |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 501,210 | $239.4M | 2.1% | added (+187%) |
| ABNB | AIRBNB INC | 1,649,884 | $236.1M | 2.0% | reduced (-27%) |
| GEV | GE VERNOVA INC | 196,612 | $231.0M | 2.0% | bought |
| META | META PLATFORMS INC | 329,573 | $185.6M | 1.6% | reduced (-31%) |
| ISRG | INTUITIVE SURGICAL INC | 447,944 | $178.1M | 1.5% | reduced (-26%) |
| ATI | ATI INC | 819,236 | $161.5M | 1.4% | bought |
| HWM | HOWMET AEROSPACE INC | 457,124 | $122.9M | 1.1% | bought |
| EME | EMCOR GROUP INC | 103,123 | $85.6M | 0.7% | bought |
| IWF | ISHARES TR | 613,639 | $76.2M | 0.7% | added (+51%) |
| ROL | ROLLINS INC | 1,590,903 | $66.4M | 0.6% | reduced (-27%) |
| AON | AON PLC | 164,035 | $54.4M | 0.5% | reduced (-88%) |
| MELI | MERCADOLIBRE INC | 25,926 | $44.0M | 0.4% | reduced (-25%) |
| UBER | UBER TECHNOLOGIES INC | 570,063 | $41.1M | 0.4% | reduced (-80%) |
| SPOT | SPOTIFY TECHNOLOGY S A | 81,578 | $37.5M | 0.3% | reduced (-24%) |
| ASML | ASML HLDG NV | 15,427 | $30.7M | 0.3% | reduced (-4%) |
| ZTS | ZOETIS INC | 320,420 | $23.0M | 0.2% | reduced (-92%) |
| ACN | ACCENTURE PLC IRELAND | 152,800 | $19.0M | 0.2% | reduced (-89%) |
| ACWI | ISHARES TR | 120,540 | $18.9M | 0.2% | reduced (-61%) |
| SNPS | SYNOPSYS INC | 41,267 | $18.4M | 0.2% | reduced (-94%) |
| DOCN | DIGITALOCEAN HLDGS INC | 101,350 | $15.9M | 0.1% | added (+5%) |
| WULF | TERAWULF INC | 563,139 | $13.9M | 0.1% | added (+429%) |
| CECO | CECO ENVIRONMENTAL CORP | 137,977 | $12.5M | 0.1% | reduced (-4%) |
| BE | BLOOM ENERGY CORP | 40,838 | $12.4M | 0.1% | reduced (-39%) |
| BELFB | BEL FUSE INC | 32,845 | $10.9M | 0.1% | reduced (-24%) |
| NU | NU HLDGS LTD | 752,747 | $10.1M | 0.1% | reduced (-38%) |
| GOOGL | ALPHABET INC | 27,810 | $9.9M | 0.1% | reduced (-1%) |
| LASR | NLIGHT INC | 133,448 | $9.3M | 0.1% | added (+49%) |
| FROG | JFROG LTD | 93,117 | $8.5M | 0.1% | added (+360%) |
| POWL | POWELL INDS INC | 29,181 | $8.4M | 0.1% | added (+67%) |
| AGX | ARGAN INC | 10,214 | $8.2M | 0.1% | reduced (-43%) |
| MOD | MODINE MFG CO | 29,335 | $7.8M | 0.1% | added (+1%) |
| YOU | CLEAR SECURE INC | 131,773 | $7.3M | 0.1% | reduced (-10%) |
| BKD | BROOKDALE SR LIVING INC | 451,082 | $7.3M | 0.1% | added (+7%) |
| BWXT | BWX TECHNOLOGIES INC | 36,974 | $7.2M | 0.1% | reduced (-3%) |
| CCJ | CAMECO CORP | 68,968 | $7.0M | 0.1% | added (+241%) |
| VSEC | VSE CORP | 29,853 | $6.8M | 0.1% | reduced (-29%) |
| SPHR | SPHERE ENTERTAINMENT CO | 38,529 | $6.7M | 0.1% | reduced (-20%) |
| SEI | SOLARIS ENERGY INFRAS INC | 80,324 | $6.5M | 0.1% | reduced (-4%) |
| AMPX | AMPRIUS TECHNOLOGIES INC | 465,598 | $6.5M | 0.1% | added (+10%) |
| AEHR | AEHR TEST SYS | 66,157 | $6.4M | 0.1% | reduced (-17%) |
| VUG | VANGUARD INDEX FDS | 73,200 | $6.3M | 0.1% | added (+357%) |
| DLO | DLOCAL LTD | 456,087 | $5.9M | 0.1% | reduced (-1%) |
| REAL | THE REALREAL INC | 496,556 | $5.9M | 0.1% | added (+124%) |
| TWST | TWIST BIOSCIENCE CORP | 55,310 | $5.7M | 0.0% | added (+130%) |
| VICR | VICOR CORP | 14,924 | $5.7M | 0.0% | added (+7%) |
| IESC | IES HOLDINGS INC | 7,275 | $5.3M | 0.0% | reduced (-39%) |
| GH | GUARDANT HEALTH INC | 34,372 | $5.2M | 0.0% | reduced (-1%) |
| LPTH | LIGHTPATH TECHNOLOGIES INC | 314,476 | $5.1M | 0.0% | added (+298%) |
| PL | PLANET LABS PBC | 149,211 | $4.9M | 0.0% | reduced (-30%) |
| VPG | VISHAY PRECISION GROUP INC | 32,744 | $4.9M | 0.0% | added (+35%) |
| NFLX | NETFLIX INC. | 68,139 | $4.9M | 0.0% | reduced (-18%) |
| RXT | RACKSPACE TECHNOLOGY INC | 709,189 | $4.6M | 0.0% | bought |
| FTK | FLOTEK INDUSTRIES INC | 195,504 | $4.6M | 0.0% | added (+607%) |
| SAP | SAP SE | 28,773 | $4.4M | 0.0% | reduced (-57%) |
| CRS | CARPENTER TECHNOLOGY CORP | 6,756 | $4.2M | 0.0% | reduced (-46%) |
| SITM | SITIME CORP | 5,555 | $4.1M | 0.0% | reduced (-22%) |
| BFLY | BUTTERFLY NETWORK INC | 480,502 | $4.0M | 0.0% | added (+18%) |
| AXTI | AXT INC | 52,707 | $3.8M | 0.0% | added (+7%) |
| TSLA | TESLA INC | 8,974 | $3.8M | 0.0% | added (+22%) |
| APLD | APPLIED DIGITAL CORP | 98,328 | $3.7M | 0.0% | bought |
| VECO | VEECO INSTRS INC DEL | 48,314 | $3.7M | 0.0% | added (+302%) |
| BW | BABCOCK & WILCOX ENTERPRISES | 249,411 | $3.5M | 0.0% | reduced (-8%) |
| AZN | ASTRAZENECA PLC | 18,621 | $3.5M | 0.0% | reduced (-29%) |
| TME | TENCENT MUSIC ENTMT GROUP | 407,182 | $3.4M | 0.0% | reduced (-1%) |
| AIR | AAR CORP | 23,561 | $3.4M | 0.0% | added (+45%) |
| WTW | WILLIS TOWERS WATSON PLC LTD | 12,833 | $3.4M | 0.0% | reduced (-34%) |
| TSHA | TAYSHA GENE THERAPIES INC | 489,219 | $3.3M | 0.0% | added (+53%) |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | 114,915 | $3.2M | 0.0% | added (+13%) |
| ATRO | ASTRONICS CORP | 39,379 | $3.2M | 0.0% | reduced (-7%) |
| LFUS | LITTELFUSE INC | 7,016 | $3.2M | 0.0% | added (+41%) |
| ASTE | ASTEC INDS INC | 52,160 | $3.2M | 0.0% | added (+27%) |
| LTH | LIFE TIME GROUP HOLDINGS INC | 76,705 | $3.1M | 0.0% | added (+89%) |
| EVC | ENTRAVISION COMMUNICATIONS C | 236,939 | $3.1M | 0.0% | bought |
| TIGO | MILLICOM INTL CELLULAR S A | 33,602 | $3.0M | 0.0% | reduced (-7%) |
| SPY | STATE STR SPDR S&P 500 ETF T | 4,018 | $3.0M | 0.0% | added (+7%) |
| JOBY | JOBY AVIATION INC | 332,157 | $3.0M | 0.0% | added (+13%) |
| CPA | COPA HOLDINGS SA | 18,948 | $2.9M | 0.0% | bought |
| CDNL | CARDINAL INFRASTRUCTURE GROU | 30,787 | $2.9M | 0.0% | bought |
| SRRK | SCHOLAR ROCK HLDG CORP | 52,132 | $2.9M | 0.0% | added (+0%) |
| AAOI | APPLIED OPTOELECTRONICS INC | 19,272 | $2.9M | 0.0% | added (+29%) |
| PRLB | PROTO LABS INC | 35,011 | $2.9M | 0.0% | reduced (-7%) |
| OPY | OPPENHEIMER HLDGS INC | 26,834 | $2.8M | 0.0% | reduced (-0%) |
| PLPC | PREFORMED LINE PRODS CO | 6,875 | $2.8M | 0.0% | reduced (-6%) |
| FPS | FORGENT POWER SOLUTIONS INC | 50,328 | $2.8M | 0.0% | bought |
| DRTS | ALPHA TAU MEDICAL LTD | 220,751 | $2.8M | 0.0% | bought |
| PTGX | PROTAGONIST THERAPEUTICS INC | 22,651 | $2.8M | 0.0% | reduced (-7%) |
| CALY | CALLAWAY GOLF CO | 146,013 | $2.7M | 0.0% | added (+107%) |
| AZZ | AZZ INC | 17,364 | $2.7M | 0.0% | added (+20%) |
| PURR | HYPERLIQUID STRATEGIES INC | 340,311 | $2.7M | 0.0% | added (+449%) |
| CAKE | CHEESECAKE FACTORY INC | 33,297 | $2.6M | 0.0% | added (+34%) |
| ROAD | CONSTRUCTION PARTNERS INC | 22,291 | $2.6M | 0.0% | reduced (-15%) |
| WT | WISDOMTREE INC | 149,051 | $2.5M | 0.0% | added (+37%) |
| FIVN | FIVE9 INC | 117,256 | $2.5M | 0.0% | bought |
| CVNA | CARVANA CO | 37,504 | $2.5M | 0.0% | added (+2%) |
| MIRM | MIRUM PHARMACEUTICALS INC | 20,899 | $2.4M | 0.0% | added (+2%) |
| PRAX | PRAXIS PRECISION MEDICINES I | 7,252 | $2.4M | 0.0% | reduced (-28%) |
| KN | KNOWLES CORP | 58,485 | $2.4M | 0.0% | bought |
| VCTR | VICTORY CAP HLDGS INC DEL | 28,223 | $2.4M | 0.0% | reduced (-29%) |
| MEC | MAYVILLE ENGR CO INC | 61,827 | $2.3M | 0.0% | bought |
| RKLB | ROCKET LAB CORP | 22,751 | $2.3M | 0.0% | reduced (-3%) |
| SE | SEA LTD | 23,119 | $2.2M | 0.0% | reduced (-30%) |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | 102,457 | $2.2M | 0.0% | reduced (-12%) |
| NOVT | NOVANTA INC | 13,366 | $2.2M | 0.0% | bought |
| SMTC | SEMTECH CORP | 13,353 | $2.2M | 0.0% | added (+104%) |
| PENG | PENGUIN SOLUTIONS INC | 28,293 | $2.2M | 0.0% | bought |
| ACWX | ISHARES TR | 27,755 | $2.1M | 0.0% | added (+8%) |
| ONON | ON HLDG AG | 58,741 | $2.1M | 0.0% | reduced (-33%) |
| AKTS | AKTIS ONCOLOGY INC | 63,514 | $2.0M | 0.0% | bought |
| BLLN | BILLIONTOONE INC | 16,975 | $2.0M | 0.0% | bought |
| PTCT | PTC THERAPEUTICS INC | 24,916 | $2.0M | 0.0% | bought |
| OUT | OUTFRONT MEDIA INC | 60,351 | $2.0M | 0.0% | added (+17%) |
| GHM | GRAHAM CORP | 15,852 | $2.0M | 0.0% | reduced (-11%) |
| TVTX | TRAVERE THERAPEUTICS INC | 34,315 | $1.9M | 0.0% | bought |
| ESTA | ESTABLISHMENT LABS HLDGS INC | 22,541 | $1.9M | 0.0% | reduced (-7%) |
| WOLF | WOLFSPEED INC | 38,219 | $1.8M | 0.0% | bought |
| MAMA | MAMAS CREATIONS INC | 100,497 | $1.8M | 0.0% | added (+54%) |
| ADEA | ADEIA INC | 52,575 | $1.7M | 0.0% | bought |
| ERO | ERO COPPER CORP | 62,613 | $1.7M | 0.0% | reduced (-11%) |
| RHLD | RESOLUTE HLDGS MGMT INC | 11,464 | $1.7M | 0.0% | reduced (-16%) |
| ETON | ETON PHARMACEUTICALS INC | 45,379 | $1.6M | 0.0% | added (+51%) |
| CW | CURTISS WRIGHT CORP | 2,085 | $1.6M | 0.0% | added (+75%) |
| RNG | RINGCENTRAL INC | 40,133 | $1.6M | 0.0% | bought |
| ADBE | ADOBE INC | 7,581 | $1.6M | 0.0% | reduced (-36%) |
| FTI | TECHNIPFMC PLC | 22,164 | $1.5M | 0.0% | reduced (-35%) |
| ZGN | ERMENEGILDO ZEGNA N V | 111,273 | $1.4M | 0.0% | bought |
| CVLG | COVENANT LOGISTICS GROUP INC | 31,943 | $1.4M | 0.0% | bought |
| KOD | KODIAK SCIENCES INC | 35,469 | $1.4M | 0.0% | reduced (-14%) |
| AIRJ | AIRJOULE TECHNOLOGIES CORP | 243,378 | $1.3M | 0.0% | bought |
| VELO | VELO3D INC | 74,422 | $1.3M | 0.0% | added (+21%) |
| OPLN | OPENLANE INC | 30,970 | $1.3M | 0.0% | reduced (-7%) |
| BTDR | BITDEER TECHNOLOGIES GROUP | 79,540 | $1.3M | 0.0% | bought |
| GRBK | GREEN BRICK PARTNERS INC | 15,242 | $1.2M | 0.0% | added (+16%) |
| VT | VANGUARD INTL EQUITY INDEX F | 7,719 | $1.2M | 0.0% | added (+17%) |
| SOFI | SOFI TECHNOLOGIES INC | 65,611 | $1.2M | 0.0% | reduced (-37%) |
| FN | FABRINET | 2,087 | $1.2M | 0.0% | added (+8%) |
| TWLO | TWILIO INC | 5,572 | $1.1M | 0.0% | added (+106%) |
| SPCX | SPACE EXPLORATION TECHN CORP | 6,705 | $1.1M | 0.0% | bought |
| NESR | NATIONAL ENERGY SERVICES REU | 38,252 | $1.1M | 0.0% | bought |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | 19,995 | $1.1M | 0.0% | bought |
| IBN | ICICI BANK LIMITED | 38,124 | $1.1M | 0.0% | reduced (-68%) |
| OSCR | OSCAR HEALTH INC | 38,701 | $1.1M | 0.0% | bought |
| AXSM | AXSOME THERAPEUTICS INC. | 4,468 | $1.1M | 0.0% | added (+111%) |
| URGN | UROGEN PHARMA LTD | 29,615 | $1.1M | 0.0% | bought |
| CATH | GLOBAL X FDS | 11,866 | $1.1M | 0.0% | reduced (-37%) |
| VOO | VANGUARD INDEX FDS | 1,518 | $1.0M | 0.0% | bought |
| RXO | RXO INC | 37,400 | $1.0M | 0.0% | bought |
| WYFI | WHITEFIBER INC | 26,281 | $1.0M | 0.0% | bought |
| WSC | WILLSCOT HLDGS CORP | 34,229 | $987,849 | 0.0% | bought |
| ADTN | ADTRAN HOLDINGS INC | 70,292 | $977,059 | 0.0% | reduced (-7%) |
| EMBJ | EMBRAER S.A. | 14,701 | $937,924 | 0.0% | added (+61%) |
| ASPI | ASP ISOTOPES INC | 149,559 | $930,257 | 0.0% | added (+22%) |
| DNTH | DIANTHUS THERAPEUTICS INC | 9,333 | $909,781 | 0.0% | added (+127%) |
| CYD | CHINA YUCHAI INTL LTD | 19,146 | $907,712 | 0.0% | bought |
| AAPL | APPLE INC | 2,892 | $836,742 | 0.0% | reduced (-29%) |
| CCXI | CHURCHILL CAP CORP XI | 45,590 | $795,546 | 0.0% | bought |
| LOCO | EL POLLO LOCO HLDGS INC | 46,419 | $787,266 | 0.0% | added (+253%) |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | 2,048 | $778,998 | 0.0% | added (+93%) |
| APEI | AMERICAN PUB ED INC | 13,971 | $750,243 | 0.0% | reduced (-1%) |
| AFRM | AFFIRM HLDGS INC | 8,958 | $730,525 | 0.0% | added (+88%) |
| UAL | UNITED AIRLS HLDGS INC | 5,277 | $717,619 | 0.0% | bought |
| MITK | MITEK SYS INC | 35,504 | $714,696 | 0.0% | added (+34%) |
| XPO | XPO INC | 3,396 | $697,165 | 0.0% | bought |
| GKOS | GLAUKOS CORP | 4,818 | $673,364 | 0.0% | bought |
| CAMT | CAMTEK LTD | 4,113 | $670,913 | 0.0% | bought |
| SN | SHARKNINJA INC | 4,146 | $631,311 | 0.0% | added (+66%) |
| NXE | NEXGEN ENERGY LTD | 62,639 | $588,089 | 0.0% | reduced (-47%) |
| FORM | FORMFACTOR INC | 3,591 | $574,309 | 0.0% | bought |
| TLN | TALEN ENERGY CORP | 1,473 | $566,015 | 0.0% | added (+116%) |
| AEIS | ADVANCED ENERGY INDS | 1,503 | $560,424 | 0.0% | bought |
| VIST | VISTA ENERGY S.A.B. DE C.V. | 8,483 | $541,215 | 0.0% | added (+164%) |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 6,612 | $538,944 | 0.0% | bought |
| ITRG | INTEGRA RES CORP | 241,160 | $535,439 | 0.0% | bought |
| LSCC | LATTICE SEMICONDUCTOR CORP | 3,478 | $531,995 | 0.0% | bought |
| TDUP | THREDUP INC | 75,291 | $515,743 | 0.0% | bought |
| RBRK | RUBRIK INC. | 6,201 | $497,816 | 0.0% | bought |
| DSGX | DESCARTES SYS GROUP INC | 6,987 | $483,759 | 0.0% | bought |
| EIKN | EIKON THERAPEUTICS INC | 35,742 | $466,433 | 0.0% | bought |
| BEN | FRANKLIN RESOURCES INC | 13,760 | $457,795 | 0.0% | bought |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 1,858 | $447,722 | 0.0% | bought |
| NTRA | NATERA INC | 1,627 | $441,649 | 0.0% | added (+28%) |
| SNDK | SANDISK CORP | 193 | $438,830 | 0.0% | reduced (-57%) |
| OOMA | OOMA INC | 21,039 | $404,370 | 0.0% | bought |
| FTAI | FTAI AVIATION LTD | 1,404 | $379,824 | 0.0% | reduced (-20%) |
| IOO | ISHARES TR | 2,616 | $357,330 | 0.0% | bought |
| MRCY | MERCURY SYS INC | 2,904 | $355,246 | 0.0% | bought |
| ALH | ALLIANCE LAUNDRY HLDGS INC | 12,442 | $329,962 | 0.0% | bought |
| MLI | MUELLER INDS INC | 5,172 | $317,923 | 0.0% | added (+87%) |
| ROIV | ROIVANT SCIENCES LTD | 8,659 | $306,442 | 0.0% | bought |
| P | EVERPURE INC | 3,828 | $301,608 | 0.0% | bought |
| BBIO | BRIDGEBIO PHARMA INC | 4,002 | $298,069 | 0.0% | reduced (-91%) |
| ABT | ABBOTT LABORATORIES | 3,156 | $286,379 | 0.0% | reduced (-79%) |
| MLKN | MILLERKNOLL INC | 12,466 | $255,054 | 0.0% | reduced (-53%) |
| FREL | FIDELITY COVINGTON TRUST | 8,672 | $254,099 | 0.0% | bought |
| HZO | MARINEMAX INC | 6,750 | $247,185 | 0.0% | bought |
| AMD | ADVANCED MICRO DEVICES INC | 417 | $242,239 | 0.0% | bought |
| SANM | SANMINA CORP | 886 | $224,229 | 0.0% | bought |
| ETSY | ETSY INC | 2,968 | $223,579 | 0.0% | bought |
| W | WAYFAIR INC | 2,402 | $221,993 | 0.0% | reduced (-93%) |
| AUR | AURORA INNOVATION INC | 32,520 | $221,786 | 0.0% | bought |
| BLZE | BACKBLAZE INC | 13,268 | $210,430 | 0.0% | bought |
| LITE | LUMENTUM HLDGS INC | 243 | $208,509 | 0.0% | bought |
| BSX | BOSTON SCIENTIFIC CORP | 4,750 | $202,733 | 0.0% | reduced (-99%) |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| AON | AON PLC | 164,035 | 1,354,053 | reduced (-88%) | −$394.7M | $54.4M |
| LLY | ELI LILLY & CO | 666,912 | 914,557 | reduced (-27%) | −$297.0M | $799.9M |
| SNPS | SYNOPSYS INC | 41,267 | 671,233 | reduced (-94%) | −$281.0M | $18.4M |
| ZTS | ZOETIS INC | 320,420 | 4,223,076 | reduced (-92%) | −$280.4M | $23.0M |
| MSFT | MICROSOFT CORP | 2,098,613 | 2,845,888 | reduced (-26%) | −$278.7M | $782.8M |
| AVGO | BROADCOM INC | 1,960,209 | 2,697,567 | reduced (-27%) | −$278.5M | $740.5M |
| GOOG | ALPHABET INC | 2,165,218 | 2,946,637 | reduced (-27%) | −$276.1M | $765.0M |

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Source: https://sweetvaluelab.com/investors/polen-capital (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.