Portfolio (Quarterly) Guide ↗

POLEN CAPITAL MANAGEMENT LLC

· CIK 0001034524

13F Portfolio $14.5B AUM 221 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 69 New 67 Added 81 Reduced 82 Exited

Page 5 of 5 · 82 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
81	GDYN	GRID DYNAMICS HLDGS INC	Technology	19,383	$175K	0.00%	SOLD
82	SOPH	SOPHIA GENETICS SA	Healthcare	21,738	$102K	—	SOLD

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Sector Allocation

Technology 42.2%

Financial Services 17.6%

Healthcare 14.8%

Consumer Cyclical 12.4%

Communication Services 8.4%

Real Estate 3.6%

Industrials 0.8%

Energy 0.1%

Basic Materials 0.0%

Consumer Defensive 0.0%