Institutional Manager · CIK 0001034524
POLEN CAPITAL MANAGEMENT LLC
Boca Raton, FL · File #028-03687
Latest AUM
$23.42B
Positions
234
Top-10 Concentration
59.0%
Filings
14
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025234 pos · $23.42B
- 13F HOLDINGS REPORTQ/E Sep 2025232 pos · $30.80B
- 13F HOLDINGS REPORTQ/E Jun 2025240 pos · $32.59B
- 13F HOLDINGS REPORTQ/E Mar 2025117 pos · $31.85B
- 13F HOLDINGS REPORTQ/E Dec 2024124 pos · $37.01B
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2024118 pos · $38.74B
- 13F HOLDINGS REPORTQ/E Sep 2024118 pos · $38.74B
- 13F HOLDINGS REPORTQ/E Jun 2024110 pos · $39.86B
- 13F HOLDINGS REPORTQ/E Mar 2024104 pos · $43.32B
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2024107 pos · $41.49B
- 13F HOLDINGS REPORTQ/E Dec 202399 pos · $38.03B
- 13F HOLDINGS REPORTQ/E Sep 2023100 pos · $40.33B
- 13F HOLDINGS REPORTQ/E Jun 202394 pos · $37.93B
- 13F HOLDINGS REPORTQ/E Mar 202393 pos · $34.28B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 8,653,721 | $2.00B | 8.62% |
| 2 | MICROSOFT CORP | MSFT | 3,909,985 | $1.89B | 8.16% |
| 3 | ORACLE CORP | ORCL-PD | 7,185,496 | $1.40B | 6.05% |
| 4 | ELI LILLY & CO | LLY | 1,246,090 | $1.34B | 5.78% |
| 5 | ALPHABET INC | GOOG | 4,018,121 | $1.26B | 5.44% |
| 6 | BROADCOM INC | AVGO | 3,531,637 | $1.22B | 5.28% |
| 7 | MASTERCARD INCORPORATED | MA | 2,131,727 | $1.22B | 5.25% |
| 8 | VISA INC | V | 3,375,342 | $1.18B | 5.11% |
| 9 | SHOPIFY INC | SHOP | 7,201,872 | $1.16B | 5.00% |
| 10 | NVIDIA CORPORATION | NVDA | 5,328,112 | $993.7M | 4.29% |
| 11 | SERVICENOW INC | NOW | 5,680,788 | $870.2M | 3.76% |
| 12 | MSCI INC | MSCI | 1,331,085 | $763.7M | 3.30% |
| 13 | ZOETIS INC | ZTS | 5,562,669 | $699.9M | 3.02% |
| 14 | AON PLC | AON | 1,846,294 | $651.5M | 2.81% |
| 15 | IDEXX LABS INC | 45168D104 | 960,537 | $649.8M | 2.81% |
| 16 | STARBUCKS CORP | SBUX | 6,785,308 | $571.4M | 2.47% |
| 17 | ACCENTURE PLC IRELAND | ACN | 1,882,707 | $505.1M | 2.18% |
| 18 | ABBOTT LABS | ABLZF | 3,962,230 | $496.4M | 2.14% |
| 19 | INTUITIVE SURGICAL INC | ISRG | 842,618 | $477.2M | 2.06% |
| 20 | ADOBE INC | ADBE | 1,345,588 | $470.9M | 2.03% |