Polen Capital's top holdings (July 2026) include Lilly(Eli) & Co (LLY), a global pharmaceutical company specialized in developing treatments across various therapeutic areas such as oncology and immunology.

Polen Capital is an independent investment management firm that provides a range of global equity strategies for institutional and individual clients. The firm utilizes a concentrated portfolio approach, focusing on identifying high-quality businesses with sustainable competitive advantages and long-term growth potential.

Lilly(Eli) & Co (LLY)

Eli Lilly and Company is a healthcare enterprise focused on the discovery, development, and manufacturing of pharmaceutical products. Their portfolio includes treatments for diabetes, oncology, immunology, and various neurological disorders. Lilly(Eli) & Co has a market capitalization of $1.14T, with Polen Capital's position currently valued at $1.1B. Analysts have set a price target of $1.28K for the stock, while its discounted cash flow value stands at $694.96.

Here's an overview of Polen Capital's trades in Lilly(Eli) & Co:

Microsoft Corporation (MSFT)

Microsoft Corporation is a technology company that develops, licenses, and supports a wide range of software products, services, and hardware devices. Its primary business segments include productivity and business processes, intelligent cloud, and personal computing. The company's market cap stands at $2.77T, while the current value of Polen Capital's holding is $1.06B. Financial analysts maintain a price target of $536.88 for the company, and its discounted cash flow analysis suggests a value of $339.31 per share.

Here's an overview of Polen Capital's trades in Microsoft Corporation:

Alphabet Inc (GOOG)

Alphabet Inc. serves as the parent company for Google and several other technology entities across the digital landscape. Its core business includes Google Search, YouTube, and the Android mobile operating system, alongside ventures in cloud computing and artificial intelligence. Alphabet Inc has a market capitalization of $4.08T, and the position is currently valued at $1.04B in the firm's portfolio. The analyst price target for this stock is $434.55, with a discounted cash flow value of $174.6.

Here's an overview of Polen Capital's trades in Alphabet Inc:

Broadcom Inc (AVGO)

Broadcom Inc. is a global technology leader that designs and develops a broad range of semiconductor and infrastructure software solutions. The company's products support various sectors including data centers, networking, broadband, and wireless communications. With a market cap of $1.74T, the current value of Polen Capital's position is $1.02B. For Broadcom Inc, the analyst price target is $504.13, while the discounted cash flow value is listed at $198.65 per share.

Here's an overview of Polen Capital's trades in Broadcom Inc:

Amazon.com Inc. (AMZN)

Amazon.com Inc. is a multinational company focused on e-commerce, cloud computing, online advertising, and digital streaming. It operates one of the world's largest online marketplaces and provides significant infrastructure services through Amazon Web Services. This holding in Polen Capital's portfolio is currently worth $928.75M, while the overall market capitalization for Amazon is $2.5T. Analysts provide a price target of $315.23, and the discounted cash flow calculation results in $79.24.

Here's an overview of Polen Capital's trades in Amazon.com Inc.: