Polen Capital (Polen Capital)

Quality growth companies, highly profitable, little debt.

What Polen Capital held at Q2 2026: 219 positions, the largest LLY +6.9 %, NVDA +6.9 %, MSFT +6.7 %, GOOG +6.6 %, AVGO +6.4 %. Changes against the quarter before.

• LLY – +6.9 %
• NVDA – +6.9 %
• MSFT – +6.7 %
• GOOG – +6.6 %
• AVGO – +6.4 %
• AMZN – +5.8 %
• V – +5.3 %
• MA – +5.1 %
• NOW – +4.6 %
• ORCL – +4.5 %
• SHOP – +4.5 %
• MSCI – +3.2 %
• LRCX – +3.2 %
• SBUX – +3.1 %
• IDXX – +2.4 %
• GE – +2.2 %
• CSGP – +2.1 %
• TSM – +2.1 %
• ABNB – +2.0 %
• GEV – +2.0 %
• META – +1.6 %
• ISRG – +1.5 %
• ATI – +1.4 %
• HWM – +1.1 %
• EME – +0.7 %
• IWF – +0.7 %
• ROL – +0.6 %
• AON – +0.5 %
• MELI – +0.4 %
• UBER – +0.4 %
• SPOT – +0.3 %
• ASML – +0.3 %
• ZTS – +0.2 %
• ACN – +0.2 %
• ACWI – +0.2 %
• SNPS – +0.2 %
• DOCN – +0.1 %
• WULF – +0.1 %
• CECO – +0.1 %
• BE – +0.1 %