CIK 1034524
POLEN CAPITAL MANAGEMENT LLC
Institutional 13F holdings & portfolio
Holdings
231
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 231
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMZN | AMAZON COM INC | 8.7M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 3.9M | $1M+ | SH |
| ORCL | ORACLE CORP | 7.2M | $1M+ | SH |
| LLY | ELI LILLY & CO | 1.2M | $1M+ | SH |
| GOOG | ALPHABET INC | 4.0M | $1M+ | SH |
| AVGO | BROADCOM INC | 3.5M | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2.1M | $1M+ | SH |
| V | VISA INC | 3.4M | $1M+ | SH |
| SHOP | SHOPIFY INC | 7.2M | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 5.3M | $1M+ | SH |
| NOW | SERVICENOW INC | 5.7M | $1M+ | SH |
| MSCI | MSCI INC | 1.3M | $1M+ | SH |
| ZTS | ZOETIS INC | 5.6M | $1M+ | SH |
| AON | AON PLC | 1.8M | $1M+ | SH |
| IDXX | IDEXX LABS INC | 961K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 6.8M | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 1.9M | $1M+ | SH |
| ABT | ABBOTT LABS | 4.0M | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 843K | $1M+ | SH |
| ADBE | ADOBE INC | 1.3M | $1M+ | SH |
| ABNB | AIRBNB INC | 3.0M | $1M+ | SH |
| SNPS | SYNOPSYS INC | 845K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 4.0M | $1M+ | SH |
| IWF | ISHARES TR | 776K | $1M+ | SH |
| INTU | INTUIT | 513K | $1M+ | SH |
| CSGP | COSTAR GROUP INC | 4.9M | $1M+ | SH |
| PAYC | PAYCOM SOFTWARE INC | 1.8M | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 3.6M | $1M+ | SH |
| MELI | MERCADOLIBRE INC | 48K | $1M+ | SH |
| ACWI | ISHARES TR | 610K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 201K | $1M+ | SH |
| SAP | SAP SE | 233K | $1M+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 72K | $1M+ | SH |
| NU | NU HLDGS LTD | 1.2M | $1M+ | SH |
| ICLR | ICON PLC | 105K | $1M+ | SH |
| NFLX | NETFLIX INC | 174K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 33K | $1M+ | SH |
| HDB | HDFC BANK LTD | 367K | $1M+ | SH |
| ASML | ASML HOLDING N V | 11K | $1M+ | SH |
| MNDY | MONDAY COM LTD | 79K | $1M+ | SH |
| GOOGL | ALPHABET INC | 31K | $1M+ | SH |
| IVV | ISHARES TR | 14K | $1M+ | SH |
| ONON | ON HLDG AG | 194K | $1M+ | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD | 27K | $1M+ | SH |
| ACWX | ISHARES TR | 127K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 85K | $1M+ | SH |
| AGX | ARGAN INC | 25K | $1M+ | SH |
| WGS | GENEDX HOLDINGS CORP | 60K | $1M+ | SH |
| TME | TENCENT MUSIC ENTMT GROUP | 412K | $1M+ | SH |
| DLO | DLOCAL LTD | 467K | $1M+ | SH |