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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
83
Positions
5
In our model
11
New
14
Increasing
18
Decreasing
40
Unchanged
In Our Model Portfolio
These holdings also appear in the Bogen Capital model
MSFT 3.5% AMZN 1.8% GOOGL 1.2% UBER 0.8% AXP 0.1%
Recent Moves
What Polen Capital Management opened, added to, or trimmed in their latest 13F — 43 position changes
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 — ETF 3.0% ▲ Increasing +562%
5 ISHARES TR — Other 2.2% ● New NEW
6 ISHARES TR — Other 2.0% — Unchanged +2%
7 AMAZON COM INC AMZN Technology 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 — Other 1.7% ● New NEW
11 DBX ETF TR — 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 — Other 1.2% — Unchanged —
15 BERKSHIRE HATHAWAY INC DEL BRK-B Other 1.0% ▲ Increasing +4%
16 GOLDMAN SACHS ETF TR — Other 1.0% ▲ Increasing +961%
17 VANGUARD TAX-MANAGED FDS — Other 0.9% ● New NEW
18 UBER TECHNOLOGIES INC UBER Consumer 0.8% ▲ Increasing +5%
19 OPORTUN FINL CORP — Other 0.8% — Unchanged —
20 WALMART INC WMT Other 0.8% ▼ Decreasing -8%
21 SPDR GOLD TR — Other 0.7% ▼ Decreasing -21%
22 ALPHABET INC GOOG Technology 0.6% — Unchanged -2%
23 ISHARES TR — Other 0.6% — Unchanged -1%
24 VALERO ENERGY CORP — Other 0.6% — Unchanged —
25 TAIWAN SEMICONDUCTOR MANUFAC TSM Technology 0.5% — Unchanged —
26 VANGUARD INDEX FDS — Other 0.5% ● New NEW
27 ISHARES TR — Other 0.5% ▲ Increasing +31%
28 ISHARES TR — 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 — Other 0.4% ▼ Decreasing -3%
32 ISHARES TR — Other 0.4% ▼ Decreasing -4%
33 MASTERCARD INCORPORATED MA Technology 0.4% — Unchanged —
34 PIMCO ETF TR — Other 0.3% ▼ Decreasing -4%
35 BROADCOM INC AVGO Technology 0.3% ▼ Decreasing -4%
36 ISHARES TR — Other 0.3% — Unchanged —
37 JOHNSON & JOHNSON JNJ Other 0.3% ▼ Decreasing -4%
38 VANGUARD SCOTTSDALE FDS — Other 0.3% — Unchanged —
39 ISHARES TR — Other 0.3% — Unchanged —
40 ISHARES TR — Other 0.3% — Unchanged —
41 MERCK & CO INC MRK Other 0.3% — Unchanged —
42 REALTY INCOME CORP — Other 0.3% — Unchanged —
43 SPDR SERIES TRUST — Other 0.3% — Unchanged +1%
44 VANGUARD WHITEHALL FDS — Other 0.3% — Unchanged —
45 ENTERPRISE PRODS PARTNERS L — Other 0.2% — Unchanged —
46 VANGUARD WHITEHALL FDS — 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 — Other 0.2% — Unchanged —
50 PIMCO ETF TR — 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%
ETF ▲ Increasing +562%
#5 ISHARES TR 2.2%
Other ● New
#6 ISHARES TR 2.0%
Other — Unchanged
#7 AMAZON COM INC 1.8%
AMZN · Technology — 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%
Other ● New
#11 DBX ETF TR 1.6%
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%
Other — Unchanged
#15 BERKSHIRE HATHAWAY INC DEL 1.0%
BRK-B · Other ▲ Increasing +4%
#16 GOLDMAN SACHS ETF TR 1.0%
Other ▲ Increasing +961%
#17 VANGUARD TAX-MANAGED FDS 0.9%
Other ● New
#18 UBER TECHNOLOGIES INC 0.8%
UBER · Consumer ▲ Increasing +5%
#19 OPORTUN FINL CORP 0.8%
Other — Unchanged
#20 WALMART INC 0.8%
WMT · Other ▼ Decreasing -8%
#21 SPDR GOLD TR 0.7%
Other ▼ Decreasing -21%
#22 ALPHABET INC 0.6%
GOOG · Technology — Unchanged
#23 ISHARES TR 0.6%
Other — Unchanged
#24 VALERO ENERGY CORP 0.6%
Other — Unchanged
#25 TAIWAN SEMICONDUCTOR MANUFAC 0.5%
TSM · Technology — Unchanged
#26 VANGUARD INDEX FDS 0.5%
Other ● New
#27 ISHARES TR 0.5%
Other ▲ Increasing +31%
#28 ISHARES TR 0.5%
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%
Other ▼ Decreasing -3%
#32 ISHARES TR 0.4%
Other ▼ Decreasing -4%
#33 MASTERCARD INCORPORATED 0.4%
MA · Technology — Unchanged
#34 PIMCO ETF TR 0.3%
Other ▼ Decreasing -4%
#35 BROADCOM INC 0.3%
AVGO · Technology ▼ Decreasing -4%
#36 ISHARES TR 0.3%
Other — Unchanged
#37 JOHNSON & JOHNSON 0.3%
JNJ · Other ▼ Decreasing -4%
#38 VANGUARD SCOTTSDALE FDS 0.3%
Other — Unchanged
#39 ISHARES TR 0.3%
Other — Unchanged
#40 ISHARES TR 0.3%
Other — Unchanged
#41 MERCK & CO INC 0.3%
MRK · Other — Unchanged
#42 REALTY INCOME CORP 0.3%
Other — Unchanged
#43 SPDR SERIES TRUST 0.3%
Other — Unchanged
#44 VANGUARD WHITEHALL FDS 0.3%
Other — Unchanged
#45 ENTERPRISE PRODS PARTNERS L 0.2%
Other — Unchanged
#46 VANGUARD WHITEHALL FDS 0.2%
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%
Other — Unchanged
#50 PIMCO ETF TR 0.2%
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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