PC

Polen Capital Management LLC

分散型投資策略產業集中型高頻交易型

申報總市值

US$144.6億

申報季度: 2026-03-31 · 持股檔數: 221

POLEN CAPITAL MANAGEMENT LLC在最新一期 13F 報告中揭露了 221 項持股，申報期為 2026-03-31，總持股市值約為 US$144.6億，季度換手率為 57.8%。

機構性格雪花圖

集中度
17.34
持倉穩定性
57.83
動能／逆勢
63.41
產業集中度
73.43
多樣化
100
倉位均衡度
70.64

近期動向

  • 減碼 AMZN

    -55.0%　-US$11.9億

  • 減碼 ABT

    -99.6%　-US$4.9億

  • 加碼 CSGP

    +157.0%　US$1.8億

  • 減碼 ADBE

    -99.1%　-US$4.7億

  • 加碼 NOW

    +28.0%　-US$1.1億

  • 減碼 BSX

    -85.6%　-US$3.5億

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1MSFTMicrosoft CORP股票-科技7.29%-0.78%-27.21%
2GOOGAlphabet Inc-cl C股票-通訊服務5.85%+0.47%-26.67%
3LLYEli Lilly & Co股票-醫療保健5.82%+0.10%-26.61%
4AVGOBroadcom INC股票-科技5.78%+0.56%-23.62%
5AMZNAmazon.com INC股票-循環性消費5.61%-2.92%-54.97%
6MAMastercard INC - A股票-金融5.33%+0.13%-27.69%
7NOWServicenow INC股票-科技5.26%+1.54%+27.97%
8SHOPShopify INC - Class A股票-科技5.17%+0.23%-12.43%
9VVisa Inc-class A Shares股票-金融5.11%+0.06%-27.54%
10ORCLOracle CORP股票-科技5.11%-0.87%-30.08%
11NVDANvidia CORP股票-科技4.95%+0.71%-22.97%
12CSGPCostar Group INC股票-房地產3.51%+2.11%+157.01%
13MSCIMsci INC股票-金融3.47%+0.21%-30.17%
14ZTSZoetis INC股票-醫療保健3.45%+0.46%-24.08%
15SBUXStarbucks CORP股票-循環性消費3.13%+0.69%-25.49%
16AONAon plc股票-金融3.02%+0.24%-26.66%
17IDXXIdexx Laboratories INC股票-醫療保健2.70%-0.07%-27.56%
18ABNBAirbnb Inc-class A股票-循環性消費1.99%+0.23%-24.98%
19ISRGIntuitive Surgical INC股票-醫療保健1.94%-0.10%-27.98%
20METAMeta Platforms Inc-class A股票-通訊服務1.89%+1.89%NEW
21ACNAccenture plc股票-科技1.86%-0.30%-28.04%
22SNPSSynopsys INC股票-科技1.84%+0.15%-20.55%
23LRCXLam Research CORP股票-科技1.56%+1.56%NEW
24UBERUber Technologies INC股票-工業1.45%+0.21%-18.17%
25IWFIshares Russell 1000 GrowthETF-其他1.20%-0.37%-47.58%
26ROLRollins INC股票-循環性消費0.80%+0.80%NEW
27MELIMercadolibre INC股票-循環性消費0.41%—-28.11%
28TSMTaiwan Semiconductor-sp Adr股票-科技0.41%—-12.92%
29SPOTSpotify Technology S.A.股票-通訊服務0.36%+0.18%+49.92%
30ACWIIshares Msci Acwi ETFETF-其他0.29%-0.08%-49.78%
31BSXBoston Scientific CORP股票-醫療保健0.25%-1.39%-85.58%
32ASMLASML Holding N.V.股票-科技0.15%+0.10%+43.56%
33NUNu Holdings Ltd.股票-金融0.12%—+5.13%
34SAPSap Se-sponsored Adr股票-科技0.08%-0.16%-71.43%
35AGXArgan INC股票-工業0.07%—-27.75%
36POWLPowell Industries INC股票-工業0.07%—-14.04%
37BEBloom Energy Corp- A股票-工業0.06%—-30.71%
38INTUIntuit INC股票-科技0.06%-1.39%-96.13%
39BELFBBel Fuse Inc-cl B股票-其他0.06%—+92.43%
40CECOCeco Environmental CORP股票-其他0.06%—+105.28%
41DOCNDigitalocean Holdings INC股票-科技0.06%+0.06%NEW
42GOOGLAlphabet Inc-cl A股票-通訊服務0.06%—-8.65%
43NFLXNetflix INC股票-通訊服務0.06%-0.01%-52.08%
44BWXTBwx Technologies INC股票-工業0.05%—-14.96%
45VSECVse CORP股票-工業0.05%—+22.24%
46AMPXAmprius Technologies INC股票-其他0.05%—+46.43%
47YOUClear Secure INC -class A股票-科技0.05%+0.04%+271.01%
48VUGVanguard Growth ETFETF-其他0.05%-0.02%-51.61%
49FSLYFastly INC - Class A股票-科技0.05%+0.05%NEW
50MODModine Manufacturing Co股票-循環性消費0.04%—+102.96%
1–50 of 221

本季持股變動

Polen Capital Management LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Meta Platforms Inc-class A (META); 新建倉: Lam Research CORP (LRCX); 新建倉: Rollins INC (ROL); 清倉: ICON Public Limited Company (ICLR); 清倉: monday.com Ltd. (MNDY).

Polen Capital Management LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1CSGPCostar Group INC+2.1%+157.01%加碼
2NOWServicenow INC+1.5%+27.97%加碼
3NVDANvidia CORP+0.7%-22.97%減碼
4SBUXStarbucks CORP+0.7%-25.49%減碼
5AVGOBroadcom INC+0.6%-23.62%減碼
6GOOGAlphabet Inc-cl C+0.5%-26.67%減碼
7ZTSZoetis INC+0.5%-24.08%減碼
8AONAon plc+0.2%-26.66%減碼
9SHOPShopify INC - Class A+0.2%-12.43%減碼
10ABNBAirbnb Inc-class A+0.2%-24.98%減碼
11MSCIMsci INC+0.2%-30.17%減碼
12UBERUber Technologies INC+0.2%-18.17%減碼
13SPOTSpotify Technology S.A.+0.2%+49.92%加碼
14SNPSSynopsys INC+0.2%-20.55%減碼
15MAMastercard INC - A+0.1%-27.69%減碼
16LLYEli Lilly & Co+0.1%-26.61%減碼
17ASMLASML Holding N.V.+0.1%+43.56%加碼
18VVisa Inc-class A Shares+0.1%-27.54%減碼
19YOUClear Secure INC -class A0%+271.01%加碼
20MELIMercadolibre INC—-28.11%減碼
21NFLXNetflix INC0%-52.08%減碼
22VUGVanguard Growth ETF0%-51.61%減碼
23✓ On Hldg AG0%-54.73%減碼
24ACWXIshares Msci Acwi Ex US ETF0%-79.74%減碼
25HDBHdfc Bank Ltd-adr-0.1%-93.48%減碼
26IDXXIdexx Laboratories INC-0.1%-27.56%減碼
27ACWIIshares Msci Acwi ETF-0.1%-49.78%減碼
28ISRGIntuitive Surgical INC-0.1%-27.98%減碼
29SAPSap Se-sponsored Adr-0.2%-71.43%減碼
30ACNAccenture plc-0.3%-28.04%減碼
31IWFIshares Russell 1000 Growth-0.4%-47.58%減碼
32MSFTMicrosoft CORP-0.8%-27.21%減碼
33ORCLOracle CORP-0.9%-30.08%減碼
34PAYCPaycom Software INC-1.2%-98.32%減碼
35BSXBoston Scientific CORP-1.4%-85.58%減碼
36INTUIntuit INC-1.4%-96.13%減碼
37ADBEAdobe INC-2%-99.12%減碼
38ABTAbbott Laboratories-2.1%-99.62%減碼
39AMZNAmazon.com INC-2.9%-54.97%減碼
40METAMeta Platforms Inc-class A—NEW新建倉
41LRCXLam Research CORP—NEW新建倉
42ROLRollins INC—NEW新建倉
43ICLRICON Public Limited Company—EXIT清倉
44MNDYmonday.com Ltd.—EXIT清倉
45IVVIshares Core S&p 500 ETF—EXIT清倉
46DOCNDigitalocean Holdings INC—NEW新建倉
47FSLYFastly INC - Class A—NEW新建倉
48GLOBGlobant S.A.—EXIT清倉
49MCHIIshares Msci China ETF—NEW新建倉
50EWTIshares Msci Taiwan ETF—NEW新建倉

FAQ

Polen Capital Management LLC 是什麼機構？屬於哪種投資人類型？
Polen Capital Management LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$144.6億，分佈在 221 個已申報部位之中。
Polen Capital Management LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Polen Capital Management LLC 按市值排列的前幾大持股為： 1. Microsoft CORP (MSFT) — US$10.5億 (7.3%) 2. Alphabet Inc-cl C (GOOG) — US$8.5億 (5.8%) 3. Eli Lilly & Co (LLY) — US$8.4億 (5.8%) 4. Broadcom INC (AVGO) — US$8.3億 (5.8%) 5. Amazon.com INC (AMZN) — US$8.1億 (5.6%)
Polen Capital Management LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Polen Capital Management LLC 共進行了 50 項顯著調整：新建倉 7 個部位、加碼 5 個既有持股、減碼 34 個部位，並完全清倉 4 個持股。 其中幅度最大的異動：新建倉: Meta Platforms Inc-class A (META); 新建倉: Lam Research CORP (LRCX); 新建倉: Rollins INC (ROL); 清倉: ICON Public Limited Company (ICLR); 清倉: monday.com Ltd. (MNDY)
Polen Capital Management LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Polen Capital Management LLC 的主要板塊分佈如下： • Information Technology: 40.9% • Financials: 17.6% • Health Care: 14.7% • Consumer Discretionary: 12.4% • Communication Services: 8.5% • Real Estate: 3.6%