POLEN CAPITAL MANAGEMENT LLC: NVDA position timeline

POLEN CAPITAL MANAGEMENT LLC held 3,978,446 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,978,446 shares

   Change vs previous 13F -125,801 shares

   6.86% of the 13F portfolio, value $796,047,269.

   13F-HR 0001172661-26-003035 filed by POLEN CAPITAL MANAGEMENT LLC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 4,104,247 shares

   Change vs previous 13F -1,223,865 shares

   4.95% of the 13F portfolio, value $715,780,775.

   13F-HR 0001172661-26-001911 filed by POLEN CAPITAL MANAGEMENT LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 5,328,112 shares

   Change vs previous 13F -968,922 shares

   4.24% of the 13F portfolio, value $993,692,985.

   13F-HR 0001172661-26-000654 filed by POLEN CAPITAL MANAGEMENT LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 6,297,034 shares

   Change vs previous 13F +6,279,992 shares

   3.81% of the 13F portfolio, value $1,174,900,577.

   13F-HR 0001172661-25-004691 filed by POLEN CAPITAL MANAGEMENT LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 17,042 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $2,692,466.

   13F-HR 0001172661-25-003133 filed by POLEN CAPITAL MANAGEMENT LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).