POLEN CAPITAL MANAGEMENT LLC

Position in CAKE — Cheesecake Factory Inc

CIK 1034524 Boca Raton, FL

Position in CAKE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,648,443

+$1,289,439 QoQ

Shares Held

33,297

+34.1% QoQ

Ownership

0.067%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#96

of 343 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

POLEN CAPITAL MANAGEMENT LLC holds $366,289,201 across 3 Restaurants names. CAKE ranks #2 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	3,550,773	$362,853,492
2	CAKE	Cheesecake Factory Inc This page	33,297	$2,648,443
3	LOCO	El Pollo Loco Holdings, Inc.	46,419	$787,266

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,648,443	33,297	+34.1%	Shares	Sole	2026-08-04
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.