13F HOLDINGS REPORT
POLEN CAPITAL MANAGEMENT LLC
Quarter ended Q1 2025 · Filed May 12, 2025 · Accession 0001172661-25-001713
Total Value
$31.85B
Positions
117
Other Managers
0
Confidential Omitted
No
Holdings (117)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 17,747,395 | $3.38B | 10.60% |
| 2 | MICROSOFT CORP | MSFT | 5,941,106 | $2.23B | 7.00% |
| 3 | VISA INC | V | 6,023,710 | $2.11B | 6.63% |
| 4 | ORACLE CORP | ORCL-PD | 12,609,101 | $1.76B | 5.54% |
| 5 | MASTERCARD INCORPORATED | MA | 3,211,209 | $1.76B | 5.53% |
| 6 | ABBOTT LABS | ABLZF | 11,385,577 | $1.51B | 4.74% |
| 7 | SHOPIFY INC | SHOP | 15,270,075 | $1.46B | 4.58% |
| 8 | ELI LILLY & CO | LLY | 1,754,571 | $1.45B | 4.55% |
| 9 | ZOETIS INC | ZTS | 8,796,847 | $1.45B | 4.55% |
| 10 | AON PLC | AON | 3,007,719 | $1.20B | 3.77% |
| 11 | ALPHABET INC | GOOG | 7,434,428 | $1.16B | 3.65% |
| 12 | THERMO FISHER SCIENTIFIC INC | TMO | 2,322,482 | $1.16B | 3.63% |
| 13 | ADOBE INC | ADBE | 2,818,625 | $1.08B | 3.39% |
| 14 | MSCI INC | MSCI | 1,868,138 | $1.06B | 3.32% |
| 15 | ACCENTURE PLC IRELAND | ACN | 3,208,478 | $1.00B | 3.14% |
| 16 | AIRBNB INC | ABNB | 7,726,604 | $923.0M | 2.90% |
| 17 | WORKDAY INC | WDAY | 3,944,506 | $921.2M | 2.89% |
| 18 | NETFLIX INC | NFLX | 888,072 | $828.2M | 2.60% |
| 19 | SERVICENOW INC | NOW | 949,728 | $756.1M | 2.37% |
| 20 | PAYCOM SOFTWARE INC | PAYC | 3,097,854 | $676.8M | 2.13% |
| 21 | APPLE INC | AAPL | 2,681,114 | $595.6M | 1.87% |
| 22 | UNITEDHEALTH GROUP INC | UNH | 1,037,575 | $543.4M | 1.71% |
| 23 | COSTAR GROUP INC | CSGP | 6,601,800 | $523.1M | 1.64% |
| 24 | STARBUCKS CORP | SBUX | 5,133,440 | $503.5M | 1.58% |
| 25 | GARTNER INC | IT | 835,522 | $350.7M | 1.10% |
| 26 | SAP SE | SAPGF | 542,699 | $145.7M | 0.46% |
| 27 | ISHARES TR | 464287614 | 385,522 | $139.2M | 0.44% |
| 28 | MERCADOLIBRE INC | MELI | 68,534 | $133.7M | 0.42% |
| 29 | WILLIS TOWERS WATSON PLC LTD | WTW | 366,539 | $123.9M | 0.39% |
| 30 | ICON PLC | ICLR | 635,052 | $111.1M | 0.35% |
| 31 | ALPHABET INC | GOOG | 610,910 | $94.5M | 0.30% |
| 32 | GLOBANT S A | GLOB | 774,418 | $91.2M | 0.29% |
| 33 | NOVO-NORDISK A S | NONOF | 1,001,906 | $69.6M | 0.22% |
| 34 | MEDTRONIC PLC | MDT | 629,483 | $56.6M | 0.18% |
| 35 | AUTOMATIC DATA PROCESSING IN | ADP | 166,526 | $50.9M | 0.16% |
| 36 | ISHARES TR | 464288257 | 384,795 | $44.8M | 0.14% |
| 37 | HDFC BANK LTD | HDB | 651,063 | $43.3M | 0.14% |
| 38 | ASML HOLDING N V | ASMLF | 52,677 | $34.9M | 0.11% |
| 39 | NU HLDGS LTD | NU | 2,969,781 | $30.4M | 0.10% |
| 40 | TENCENT MUSIC ENTMT GROUP | XHLD | 1,978,769 | $28.5M | 0.09% |
| 41 | SPOTIFY TECHNOLOGY S A | SPOT | 38,749 | $21.3M | 0.07% |
| 42 | MONDAY COM LTD | MNDY | 71,261 | $17.3M | 0.05% |
| 43 | EXLSERVICE HOLDINGS INC | EXLS | 260,017 | $12.3M | 0.04% |
| 44 | ON HLDG AG | H5919C104 | 238,933 | $10.5M | 0.03% |
| 45 | PDD HOLDINGS INC | PDD | 66,193 | $7.8M | 0.02% |
| 46 | HAMILTON LANE INC | HLNE | 52,320 | $7.8M | 0.02% |
| 47 | MEDPACE HLDGS INC | MEDP | 24,466 | $7.5M | 0.02% |
| 48 | GOOSEHEAD INS INC | GSHD | 61,317 | $7.2M | 0.02% |
| 49 | INSIGHT ENTERPRISES INC | NSIT | 42,133 | $6.3M | 0.02% |
| 50 | CORE & MAIN INC | CNM | 124,953 | $6.0M | 0.02% |
| 51 | PAYLOCITY HLDG CORP | PCTY | 31,338 | $5.9M | 0.02% |
| 52 | PROGYNY INC | PGNY | 261,506 | $5.8M | 0.02% |
| 53 | RAMBUS INC DEL | RMBS | 109,117 | $5.6M | 0.02% |
| 54 | VANGUARD INDEX FDS | 922908736 | 14,589 | $5.4M | 0.02% |
| 55 | LAS VEGAS SANDS CORP | LVS | 139,619 | $5.4M | 0.02% |
| 56 | DLOCAL LTD | DLO | 627,551 | $5.2M | 0.02% |
| 57 | HOULIHAN LOKEY INC | HLI | 32,295 | $5.2M | 0.02% |
| 58 | FIRSTSERVICE CORP NEW | FSV | 29,648 | $4.9M | 0.02% |
| 59 | CCC INTELLIGENT SOLUTIONS HL | CCC | 544,653 | $4.9M | 0.02% |
| 60 | APPLIED INDL TECHNOLOGIES IN | 03820C105 | 21,160 | $4.8M | 0.01% |
| 61 | TREX CO INC | TREX | 78,742 | $4.6M | 0.01% |
| 62 | YUM CHINA HLDGS INC | YUMC | 86,045 | $4.5M | 0.01% |
| 63 | E L F BEAUTY INC | ELF | 69,325 | $4.4M | 0.01% |
| 64 | GENERAC HLDGS INC | GNRC | 33,409 | $4.2M | 0.01% |
| 65 | DUTCH BROS INC | BROS | 68,124 | $4.2M | 0.01% |
| 66 | REPLIGEN CORP | RGEN | 30,902 | $3.9M | 0.01% |
| 67 | AAON INC | AAON | 49,466 | $3.9M | 0.01% |
| 68 | GLOBAL X FDS | 37954Y889 | 53,317 | $3.6M | 0.01% |
| 69 | REVOLVE GROUP INC | RVLV | 160,282 | $3.4M | 0.01% |
| 70 | CLEARWATER ANALYTICS HLDGS I | CWAN | 124,892 | $3.3M | 0.01% |
| 71 | ISHARES TR | 464288240 | 58,768 | $3.3M | 0.01% |
| 72 | WILLSCOT HLDGS CORP | WSC | 116,917 | $3.3M | 0.01% |
| 73 | BELDEN INC | BDC | 30,665 | $3.1M | 0.01% |
| 74 | FABRINET | FN | 15,249 | $3.0M | 0.01% |
| 75 | EPAM SYS INC | EPAM | 16,512 | $2.8M | 0.01% |
| 76 | BIO-TECHNE CORP | TECH | 46,314 | $2.7M | 0.01% |
| 77 | INSTALLED BLDG PRODS INC | 45780R101 | 15,650 | $2.7M | 0.01% |
| 78 | WARBY PARKER INC | WRBY | 147,071 | $2.7M | 0.01% |
| 79 | BLACKLINE INC | BL | 55,099 | $2.7M | 0.01% |
| 80 | SITEONE LANDSCAPE SUPPLY INC | SITE | 21,338 | $2.6M | 0.01% |
| 81 | CONSTRUCTION PARTNERS INC | ROAD | 34,795 | $2.5M | 0.01% |
| 82 | ISHARES TR | 46436E718 | 23,299 | $2.3M | 0.01% |
| 83 | SALESFORCE INC | CRM | 8,257 | $2.2M | 0.01% |
| 84 | QUALYS INC | QLYS | 16,742 | $2.1M | 0.01% |
| 85 | KINSALE CAP GROUP INC | 49714P108 | 4,262 | $2.1M | 0.01% |
| 86 | ISHARES TR | 464287655 | 10,362 | $2.1M | 0.01% |
| 87 | POOL CORP | POOL | 5,617 | $1.8M | 0.01% |
| 88 | TOPBUILD CORP | BLD | 4,931 | $1.5M | 0.00% |
| 89 | VANGUARD INTL EQUITY INDEX F | 922042742 | 10,959 | $1.3M | 0.00% |
| 90 | DYNATRACE INC | DT | 26,718 | $1.3M | 0.00% |
| 91 | SKILLSOFT CORP | SKILW | 57,172 | $1.1M | 0.00% |
| 92 | MORNINGSTAR INC | MORN | 3,534 | $1.1M | 0.00% |
| 93 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 8,998 | $1.0M | 0.00% |
| 94 | ENTEGRIS INC | ENTG | 11,539 | $1.0M | 0.00% |
| 95 | LGI HOMES INC | LGIH | 14,523 | $965,349 | 0.00% |
| 96 | COLLIERS INTL GROUP INC | 194693107 | 7,933 | $962,273 | 0.00% |
| 97 | AMN HEALTHCARE SVCS INC | 001744101 | 38,564 | $943,278 | 0.00% |
| 98 | MARKETAXESS HLDGS INC | MKTX | 4,046 | $875,352 | 0.00% |
| 99 | SAIA INC | SAIA | 2,464 | $860,996 | 0.00% |
| 100 | SPDR S&P 500 ETF TR | SPY | 1,448 | $809,812 | 0.00% |
| 101 | BOWMAN CONSULTING GROUP LTD | BWMN | 35,417 | $773,152 | 0.00% |
| 102 | BENTLEY SYS INC | BSY | 19,464 | $765,714 | 0.00% |
| 103 | FLOOR & DECOR HLDGS INC | FND | 8,924 | $718,114 | 0.00% |
| 104 | AUTODESK INC | ADSK | 2,455 | $642,794 | 0.00% |
| 105 | SPDR SER TR | 78468R663 | 5,242 | $480,849 | 0.00% |
| 106 | NETEASE INC | NETTF | 4,321 | $444,717 | 0.00% |
| 107 | PURE STORAGE INC | 74624M102 | 9,597 | $424,859 | 0.00% |
| 108 | TETRA TECH INC NEW | TTEK | 14,061 | $411,284 | 0.00% |
| 109 | NIKE INC | NKE | 6,209 | $394,152 | 0.00% |
| 110 | ISHARES TR | 464287648 | 1,528 | $390,530 | 0.00% |
| 111 | MANHATTAN ASSOCIATES INC | MANH | 2,226 | $385,187 | 0.00% |
| 112 | COMFORT SYS USA INC | 199908104 | 1,166 | $375,837 | 0.00% |
| 113 | WINGSTOP INC | WING | 1,476 | $332,956 | 0.00% |
| 114 | PAYPAL HLDGS INC | PYPL | 4,943 | $322,549 | 0.00% |
| 115 | ISHARES TR | 464287572 | 2,474 | $305,553 | 0.00% |
| 116 | KAROOOOO LTD | KARO | 6,899 | $293,483 | 0.00% |
| 117 | CELLEBRITE DI LTD | CLBT | 14,849 | $288,516 | 0.00% |