POLEN CAPITAL MANAGEMENT LLC

Position in CAKE — Cheesecake Factory Inc

CIK 1034524 Boca Raton, FL

Position in CAKE

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,359,004

+$581,696 QoQ

Shares Held

24,822

+74.5% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

POLEN CAPITAL MANAGEMENT LLC holds $456,128,956 across 4 Restaurants names. CAKE ranks #3 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	5,055,488	$452,921,169
2	SHAK	Shake Shack Inc.	18,840	$1,666,774
3	CAKE	Cheesecake Factory Inc This page	24,822	$1,359,004
4	LOCO	El Pollo Loco Holdings, Inc.	13,132	$182,009

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,359,004	24,822	+74.5%	Shares	Sole	2026-05-14
2025-09-30	$777,308	14,226	-10.6%	Shares	Sole	2025-11-12
2025-06-30	$996,544	15,904	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.