POLEN CAPITAL MANAGEMENT LLC

Position in GEV — GE Vernova Inc.

CIK 1034524 Boca Raton, FL

Position in GEV

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

Position Value

$230,991,574

New position

Shares Held

196,612

first reported quarter

Ownership

0.074%

of shares outstanding

% of Portfolio

2.01%

of 13F equity value

Holder Rank

#119

of 3,397 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

POLEN CAPITAL MANAGEMENT LLC holds $236,470,588 across 3 Specialty Industrial Machinery names. GEV ranks #1 (97.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	196,612	$230,991,574
2	BW	Babcock & Wilcox Enterprises, Inc.	249,411	$3,516,695
3	GHM	Graham Corp	15,852	$1,962,319

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,991,574	196,612	—	Shares	Sole	2026-08-04
No filing history on record for this holder in this stock.