https://holdlens.com/investor/polen-capital Every 13F move by Polen Capital (Polen Capital Management) — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing. Not investment advice. en-us Tue, 19 May 2026 21:00:43 GMT https://holdlens.com/signal/MSFT https://holdlens.com/investor/polen-capital#2026-Q1-MSFT-trim-0 Polen Capital (Polen Capital Management) trimmed MSFT (MICROSOFT CORP) in Q1 2026 · 7.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/GOOG https://holdlens.com/investor/polen-capital#2026-Q1-GOOG-trim-1 Polen Capital (Polen Capital Management) trimmed GOOG (ALPHABET INC) in Q1 2026 · 5.8% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/BN https://holdlens.com/investor/polen-capital#2026-Q1-BN-trim-2 Polen Capital (Polen Capital Management) trimmed BN (BROADCOM INC) in Q1 2026 · 5.8% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/LLY https://holdlens.com/investor/polen-capital#2026-Q1-LLY-trim-3 Polen Capital (Polen Capital Management) trimmed LLY (ELI LILLY & CO) in Q1 2026 · 5.8% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/AMZN https://holdlens.com/investor/polen-capital#2026-Q1-AMZN-trim-4 Polen Capital (Polen Capital Management) trimmed AMZN (AMAZON COM INC) in Q1 2026 · 5.6% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/MA https://holdlens.com/investor/polen-capital#2026-Q1-MA-trim-5 Polen Capital (Polen Capital Management) trimmed MA (MASTERCARD INCORPORATED) in Q1 2026 · 5.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/NOW https://holdlens.com/investor/polen-capital#2026-Q1-NOW-add-6 Polen Capital (Polen Capital Management) added NOW (SERVICENOW INC) in Q1 2026 · 5.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/SHOP https://holdlens.com/investor/polen-capital#2026-Q1-SHOP-trim-7 Polen Capital (Polen Capital Management) trimmed SHOP (SHOPIFY INC) in Q1 2026 · 5.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/ORCL https://holdlens.com/investor/polen-capital#2026-Q1-ORCL-trim-8 Polen Capital (Polen Capital Management) trimmed ORCL (ORACLE CORP) in Q1 2026 · 5.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/V https://holdlens.com/investor/polen-capital#2026-Q1-V-trim-9 Polen Capital (Polen Capital Management) trimmed V (VISA INC) in Q1 2026 · 5.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/NVDA https://holdlens.com/investor/polen-capital#2026-Q1-NVDA-trim-10 Polen Capital (Polen Capital Management) trimmed NVDA (NVIDIA CORPORATION) in Q1 2026 · 5.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/CSGP https://holdlens.com/investor/polen-capital#2026-Q1-CSGP-add-11 Polen Capital (Polen Capital Management) added CSGP (COSTAR GROUP INC) in Q1 2026 · 3.5% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/MSCI https://holdlens.com/investor/polen-capital#2026-Q1-MSCI-trim-12 Polen Capital (Polen Capital Management) trimmed MSCI (MSCI INC) in Q1 2026 · 3.5% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/ZTS https://holdlens.com/investor/polen-capital#2026-Q1-ZTS-trim-13 Polen Capital (Polen Capital Management) trimmed ZTS (ZOETIS INC) in Q1 2026 · 3.5% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/SBUX https://holdlens.com/investor/polen-capital#2026-Q1-SBUX-trim-14 Polen Capital (Polen Capital Management) trimmed SBUX (STARBUCKS CORP) in Q1 2026 · 3.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/AON https://holdlens.com/investor/polen-capital#2026-Q1-AON-trim-15 Polen Capital (Polen Capital Management) trimmed AON (AON PLC) in Q1 2026 · 3.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/IBKR https://holdlens.com/investor/polen-capital#2026-Q1-IBKR-trim-16 Polen Capital (Polen Capital Management) trimmed IBKR (IDEXX LABS INC) in Q1 2026 · 2.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/ABNB https://holdlens.com/investor/polen-capital#2026-Q1-ABNB-trim-17 Polen Capital (Polen Capital Management) trimmed ABNB (AIRBNB INC) in Q1 2026 · 2.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/ACN https://holdlens.com/investor/polen-capital#2026-Q1-ACN-trim-18 Polen Capital (Polen Capital Management) trimmed ACN (ACCENTURE PLC IRELAND) in Q1 2026 · 1.9% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/IONQ https://holdlens.com/investor/polen-capital#2026-Q1-IONQ-trim-19 Polen Capital (Polen Capital Management) trimmed IONQ (INTUITIVE SURGICAL INC) in Q1 2026 · 1.9% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/META https://holdlens.com/investor/polen-capital#2026-Q1-META-new-20 Polen Capital (Polen Capital Management) new position META (META PLATFORMS INC) in Q1 2026 · 1.9% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/LRCX https://holdlens.com/investor/polen-capital#2026-Q1-LRCX-new-21 Polen Capital (Polen Capital Management) new position LRCX (LAM RESEARCH CORP) in Q1 2026 · 1.6% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/IVV https://holdlens.com/investor/polen-capital#2026-Q1-IVV-trim-22 Polen Capital (Polen Capital Management) trimmed IVV (ISHARES TR) in Q1 2026 · 1.5% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/UBER https://holdlens.com/investor/polen-capital#2026-Q1-UBER-trim-23 Polen Capital (Polen Capital Management) trimmed UBER (UBER TECHNOLOGIES INC) in Q1 2026 · 1.5% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/MELI https://holdlens.com/investor/polen-capital#2026-Q1-MELI-trim-24 Polen Capital (Polen Capital Management) trimmed MELI (MERCADOLIBRE INC) in Q1 2026 · 0.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/SPOT https://holdlens.com/investor/polen-capital#2026-Q1-SPOT-add-25 Polen Capital (Polen Capital Management) added SPOT (SPOTIFY TECHNOLOGY S A) in Q1 2026 · 0.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/TSM https://holdlens.com/investor/polen-capital#2026-Q1-TSM-trim-26 Polen Capital (Polen Capital Management) trimmed TSM (TAIWAN SEMICONDUCTOR MANUFAC) in Q1 2026 · 0.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/BSX https://holdlens.com/investor/polen-capital#2026-Q1-BSX-trim-27 Polen Capital (Polen Capital Management) trimmed BSX (BOSTON SCIENTIFIC CORP) in Q1 2026 · 0.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/GOOGL https://holdlens.com/investor/polen-capital#2026-Q1-GOOGL-trim-28 Polen Capital (Polen Capital Management) trimmed GOOGL (ALPHABET INC) in Q1 2026 · 0.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/ARGAN https://holdlens.com/investor/polen-capital#2026-Q1-ARGAN-trim-29 Polen Capital (Polen Capital Management) trimmed ARGAN (ARGAN INC) in Q1 2026 · 0.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/ASML https://holdlens.com/investor/polen-capital#2026-Q1-ASML-add-30 Polen Capital (Polen Capital Management) added ASML (ASML HLDG NV) in Q1 2026 · 0.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/INTU https://holdlens.com/investor/polen-capital#2026-Q1-INTU-trim-31 Polen Capital (Polen Capital Management) trimmed INTU (INTUIT) in Q1 2026 · 0.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/NFLX https://holdlens.com/investor/polen-capital#2026-Q1-NFLX-trim-32 Polen Capital (Polen Capital Management) trimmed NFLX (NETFLIX INC.) in Q1 2026 · 0.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/SAP https://holdlens.com/investor/polen-capital#2026-Q1-SAP-trim-33 Polen Capital (Polen Capital Management) trimmed SAP (SAP SE) in Q1 2026 · 0.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/VSE https://holdlens.com/investor/polen-capital#2026-Q1-VSE-add-34 Polen Capital (Polen Capital Management) added VSE (VSE CORP) in Q1 2026 · 0.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/AAR https://holdlens.com/investor/polen-capital#2026-Q1-AAR-new-35 Polen Capital (Polen Capital Management) new position AAR (AAR CORP) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/ABT https://holdlens.com/investor/polen-capital#2026-Q1-ABT-trim-36 Polen Capital (Polen Capital Management) trimmed ABT (ABBOTT LABORATORIES) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/ADPT https://holdlens.com/investor/polen-capital#2026-Q1-ADPT-trim-37 Polen Capital (Polen Capital Management) trimmed ADPT (ADAPTIVE BIOTECHNOLOGIES COR) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/ADBE https://holdlens.com/investor/polen-capital#2026-Q1-ADBE-trim-38 Polen Capital (Polen Capital Management) trimmed ADBE (ADOBE INC) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/ALCOA https://holdlens.com/investor/polen-capital#2026-Q1-ALCOA-new-39 Polen Capital (Polen Capital Management) new position ALCOA (ALCOA CORP) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT new