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Polen Capital Management

Polen Capital Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 8.03%
This Fund
S&P 500
This Quarter Est. Return
+15.88%
1 Year Est. Return
+8.03%
3 Year Est. Return
+64.37%
5 Year Est. Return
+58.48%
10 Year Est. Return
+511%
AUM
$11.6B
AUM Growth
-$2.85B
Cap. Flow
-$4.14B
Cap. Flow %
-35.63%
Top 10 Hldgs %
58.71%
Holding
289
New
68
Increased
60
Reduced
91
Closed
70

Top Buys

Rank Stock Value
1
GE icon
GE Aerospace
GE
+$216M
2
GEV icon
GE Vernova
GEV
+$201M
3
ATI icon
ATI
ATI
+$139M
4
TSM icon
TSMC
TSM
+$133M
5
HWM icon
Howmet Aerospace
HWM
+$117M

Top Sells

Rank Stock Value
1
AON icon
Aon
AON
+$384M
2
ZTS icon
Zoetis
ZTS
+$367M
3
MSFT icon
Microsoft
MSFT
+$302M
4
SNPS icon
Synopsys
SNPS
+$296M
5
AVGO icon
Broadcom
AVGO
+$296M

Sector Composition

Rank Sector Weight
1 Technology 41.02%
2 Financials 14.46%
3 Consumer Discretionary 12.27%
4 Healthcare 11.6%
5 Communication Services 8.78%

No holdings matched the selected filter criteria.

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Polen Capital Management's Q2 2026 Portfolio in Review

As of Q2 2026, Polen Capital Management held 289 positions worth $11.6B, down 20% from $14.5B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Polen Capital Management withdrew a net $4.14B in Q2 2026, closing 70 positions and reducing 91 holdings. Its most notable exit was Intuit, an estimated $8.58M position sold in full.

By sector, the portfolio is most concentrated in Technology at 41% of assets, down from 41% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Polen Capital Management opened a new position in GE Aerospace worth $258M.

  • Polen Capital Management's largest Q2 2026 buy was GE Aerospace: 690,493 shares worth $258M.
  • Polen Capital Management added most to TSMC in Q2 2026, an estimated $133M increase.
  • Polen Capital Management's biggest Q2 2026 reduction was Aon, cutting an estimated $384M.
  • Polen Capital Management fully exited Intuit in Q2 2026, selling an estimated $8.58M.
  • Polen Capital Management's ten largest holdings make up 59% of its $11.6B portfolio in Q2 2026.
  • Polen Capital Management opened 68 new positions and closed 70 in Q2 2026.
  • Polen Capital Management's portfolio value fell 20% quarter-over-quarter to $11.6B.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.