Polen Capital Management

CIK: 0001954929 · Filing period: 2026-03-31

Steady Compounders

Runs concentrated portfolios of a dozen-plus elite growth companies — businesses with fortress balance sheets that grow through good times and bad.

1.3×

Trust Weight

Positions

In our model

New

Increasing

Decreasing

Unchanged

In Our Model Portfolio

These holdings also appear in the Big Money Radar model

NVDA 45.8% AMD 10.3% AMZN 1.8% GOOGL 1.2% BRK-B 1.0% META 0.2% TMO 0.2% V 0.1%

Recent Moves

What Polen Capital Management opened, added to, or trimmed in their latest 13F — 45 position changes

NVDA NVIDIA CORPORATION ▼ Trimmed -7% 37.1% of port. AMD ADVANCED MICRO DEVICES INC ▼ Trimmed -6% 21.1% of port. MRVL MARVELL TECHNOLOGY INC ▲ Added +19% 4.7% of port. IWF ISHARES TR ▲ Added +415% 2.2% of port. QCOM QUALCOMM INC ▲ Added +3% 2.0% of port. AMZN AMAZON COM INC ▲ Added +5% 1.7% of port. VOO VANGUARD INDEX FDS ▲ Added +3% 1.5% of port. DBEF DBX ETF TR ▲ Added +9% 1.5% of port. IWD ISHARES TR ▲ Added +40% 1.4% of port. GINN GOLDMAN SACHS ETF TR ▲ Added +55% 1.4% of port.

Top 10 positions (% of portfolio)

Sector breakdown

All Holdings

83 positions, sorted by portfolio weight

← swipe to see all columns

#	Company	Ticker	Sector	% of Portfolio	Activity	Change
1	NVIDIA CORPORATION	NVDA	Technology	45.8%	— Unchanged	—
2	ADVANCED MICRO DEVICES INC	AMD	Technology	10.3%	— Unchanged	+1%
3	MICROSOFT CORP	MSFT	Technology	3.5%	▲ Increasing	+3%
4	STATE STR SPDR S&P 500 ETF T	SPY	ETF	3.0%	▲ Increasing	+562%
5	ISHARES TR	QUAL	Other	2.2%	● New	NEW
6	ISHARES TR	IWF	Other	2.0%	— Unchanged	+2%
7	AMAZON COM INC	AMZN	Consumer	1.8%	— Unchanged	+1%
8	QUALCOMM INC	QCOM	Other	1.8%	▼ Decreasing	-3%
9	MARVELL TECHNOLOGY INC	MRVL	Other	1.7%	▲ Increasing	+5%
10	VANGUARD INDEX FDS	VOO	Other	1.7%	● New	NEW
11	DBX ETF TR	DBEF	Other	1.6%	▲ Increasing	+72%
12	APPLE INC	AAPL	Technology	1.3%	— Unchanged	-2%
13	ALPHABET INC	GOOGL	Technology	1.2%	▼ Decreasing	-4%
14	ISHARES TR	IWD	Other	1.2%	— Unchanged	—
15	BERKSHIRE HATHAWAY INC DEL	BRK-B	Other	1.0%	▲ Increasing	+4%
16	GOLDMAN SACHS ETF TR	GINN	Other	1.0%	▲ Increasing	+961%
17	VANGUARD TAX-MANAGED FDS	VEA	Other	0.9%	● New	NEW
18	UBER TECHNOLOGIES INC	UBER	Consumer	0.8%	▲ Increasing	+5%
19	OPORTUN FINL CORP	OPRT	Other	0.8%	— Unchanged	—
20	WALMART INC	WMT	Other	0.8%	▼ Decreasing	-8%
21	SPDR GOLD TR	GQ9	Other	0.7%	▼ Decreasing	-21%
22	ALPHABET INC	GOOG	Technology	0.6%	— Unchanged	-2%
23	ISHARES TR	IEF	Other	0.6%	— Unchanged	-1%
24	VALERO ENERGY CORP	VLO	Other	0.6%	— Unchanged	—
25	TAIWAN SEMICONDUCTOR MANUFAC	TSM	Technology	0.5%	— Unchanged	—
26	VANGUARD INDEX FDS	VB	Other	0.5%	● New	NEW
27	ISHARES TR	SHY	Other	0.5%	▲ Increasing	+31%
28	ISHARES TR	EMB	Other	0.5%	— Unchanged	—
29	EXXON MOBIL CORP	XOM	Other	0.5%	▼ Decreasing	-6%
30	JPMORGAN CHASE & CO	JPM	Financials	0.5%	— Unchanged	—
31	INVESCO QQQ TR	NDQ	Other	0.4%	▼ Decreasing	-3%
32	ISHARES TR	IEI	Other	0.4%	▼ Decreasing	-4%
33	MASTERCARD INCORPORATED	MA	Financials	0.4%	— Unchanged	—
34	PIMCO ETF TR	MINT	Other	0.3%	▼ Decreasing	-4%
35	BROADCOM INC	AVGO	Technology	0.3%	▼ Decreasing	-4%
36	ISHARES TR	SLQD	Other	0.3%	— Unchanged	—
37	JOHNSON & JOHNSON	JNJ	Other	0.3%	▼ Decreasing	-4%
38	VANGUARD SCOTTSDALE FDS	VCSH	Other	0.3%	— Unchanged	—
39	ISHARES TR	AGG	Other	0.3%	— Unchanged	—
40	ISHARES TR	TIP	Other	0.3%	— Unchanged	—
41	MERCK & CO INC	MRK	Other	0.3%	— Unchanged	—
42	REALTY INCOME CORP	O	Other	0.3%	— Unchanged	—
43	SPDR SERIES TRUST	BIL	Other	0.3%	— Unchanged	+1%
44	VANGUARD WHITEHALL FDS	VWOB	Other	0.3%	— Unchanged	—
45	ENTERPRISE PRODS PARTNERS L	EPD	Other	0.2%	— Unchanged	—
46	VANGUARD WHITEHALL FDS	VYM	Other	0.2%	— Unchanged	—
47	META PLATFORMS INC	META	Technology	0.2%	▲ Increasing	+10%
48	ABBVIE INC	ABBV	Other	0.2%	— Unchanged	—
49	ISHARES TR	AAXJ	Other	0.2%	— Unchanged	—
50	PIMCO ETF TR	PYLD	Other	0.2%	▲ Increasing	+54%
… and 33 more positions

#1 NVIDIA CORPORATION 45.8%

NVDA · Technology — Unchanged

#2 ADVANCED MICRO DEVICES INC 10.3%

AMD · Technology — Unchanged

#3 MICROSOFT CORP 3.5%

MSFT · Technology ▲ Increasing +3%

#4 STATE STR SPDR S&P 500 ETF T 3.0%

SPY · ETF ▲ Increasing +562%

#5 ISHARES TR 2.2%

QUAL · Other ● New

#6 ISHARES TR 2.0%

IWF · Other — Unchanged

#7 AMAZON COM INC 1.8%

AMZN · Consumer — Unchanged

#8 QUALCOMM INC 1.8%

QCOM · Other ▼ Decreasing -3%

#9 MARVELL TECHNOLOGY INC 1.7%

MRVL · Other ▲ Increasing +5%

#10 VANGUARD INDEX FDS 1.7%

VOO · Other ● New

#11 DBX ETF TR 1.6%

DBEF · Other ▲ Increasing +72%

#12 APPLE INC 1.3%

AAPL · Technology — Unchanged

#13 ALPHABET INC 1.2%

GOOGL · Technology ▼ Decreasing -4%

#14 ISHARES TR 1.2%

IWD · Other — Unchanged

#15 BERKSHIRE HATHAWAY INC DEL 1.0%

BRK-B · Other ▲ Increasing +4%

#16 GOLDMAN SACHS ETF TR 1.0%

GINN · Other ▲ Increasing +961%

#17 VANGUARD TAX-MANAGED FDS 0.9%

VEA · Other ● New

#18 UBER TECHNOLOGIES INC 0.8%

UBER · Consumer ▲ Increasing +5%

#19 OPORTUN FINL CORP 0.8%

OPRT · Other — Unchanged

#20 WALMART INC 0.8%

WMT · Other ▼ Decreasing -8%

#21 SPDR GOLD TR 0.7%

GQ9 · Other ▼ Decreasing -21%

#22 ALPHABET INC 0.6%

GOOG · Technology — Unchanged

#23 ISHARES TR 0.6%

IEF · Other — Unchanged

#24 VALERO ENERGY CORP 0.6%

VLO · Other — Unchanged

#25 TAIWAN SEMICONDUCTOR MANUFAC 0.5%

TSM · Technology — Unchanged

#26 VANGUARD INDEX FDS 0.5%

VB · Other ● New

#27 ISHARES TR 0.5%

SHY · Other ▲ Increasing +31%

#28 ISHARES TR 0.5%

EMB · Other — Unchanged

#29 EXXON MOBIL CORP 0.5%

XOM · Other ▼ Decreasing -6%

#30 JPMORGAN CHASE & CO 0.5%

JPM · Financials — Unchanged

#31 INVESCO QQQ TR 0.4%

NDQ · Other ▼ Decreasing -3%

#32 ISHARES TR 0.4%

IEI · Other ▼ Decreasing -4%

#33 MASTERCARD INCORPORATED 0.4%

MA · Financials — Unchanged

#34 PIMCO ETF TR 0.3%

MINT · Other ▼ Decreasing -4%

#35 BROADCOM INC 0.3%

AVGO · Technology ▼ Decreasing -4%

#36 ISHARES TR 0.3%

SLQD · Other — Unchanged

#37 JOHNSON & JOHNSON 0.3%

JNJ · Other ▼ Decreasing -4%

#38 VANGUARD SCOTTSDALE FDS 0.3%

VCSH · Other — Unchanged

#39 ISHARES TR 0.3%

AGG · Other — Unchanged

#40 ISHARES TR 0.3%

TIP · Other — Unchanged

#41 MERCK & CO INC 0.3%

MRK · Other — Unchanged

#42 REALTY INCOME CORP 0.3%

O · Other — Unchanged

#43 SPDR SERIES TRUST 0.3%

BIL · Other — Unchanged

#44 VANGUARD WHITEHALL FDS 0.3%

VWOB · Other — Unchanged

#45 ENTERPRISE PRODS PARTNERS L 0.2%

EPD · Other — Unchanged

#46 VANGUARD WHITEHALL FDS 0.2%

VYM · Other — Unchanged

#47 META PLATFORMS INC 0.2%

META · Technology ▲ Increasing +10%

#48 ABBVIE INC 0.2%

ABBV · Other — Unchanged

#49 ISHARES TR 0.2%

AAXJ · Other — Unchanged

#50 PIMCO ETF TR 0.2%

PYLD · Other ▲ Increasing +54%

… and 33 more positions

⚠ Disclaimer: Holdings data from SEC EDGAR 13F filings for Polen Capital Management, delayed up to 135 days after quarter-end. This is not investment advice. The investor may have already changed these positions.

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