POLEN CAPITAL MANAGEMENT LLC
Top Portfolio Positions
209 positions ·
$13,363,345,437 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
2,845,888 | $1,053,462,360 | 7.88% | |
| LLY |
ELI LILLY & Co
Healthcare
|
914,557 | $841,182,091 | 6.29% | |
| AVGO |
Broadcom Inc.
Technology
|
2,697,567 | $834,923,962 | 6.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,896,739 | $811,573,831 | 6.07% | |
| MA |
Mastercard Inc
Financial Services
|
1,541,388 | $770,169,928 | 5.76% | |
| NOW |
ServiceNow, Inc.
Technology
|
7,269,453 | $760,021,311 | 5.69% | |
| SHOP |
Shopify Inc.
Technology
|
6,306,740 | $748,105,498 | 5.60% | |
| V |
Visa Inc.
Financial Services
|
2,445,760 | $739,206,502 | 5.53% | |
| ORCL |
Oracle Corp
Technology
|
5,024,257 | $739,118,447 | 5.53% | |
| NVDA |
Nvidia Corp
Technology
|
4,104,247 | $715,780,676 | 5.36% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ABNB
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $287,128,771 | 2,273,747 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $411,330,675 | 3,030,730 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $482,592,410 | 3,974,571 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $973,258,533 | 7,354,228 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $923,020,113 | 7,726,604 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,079,784,668 | 8,216,914 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,164,443,477 | 9,182,584 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $1,542,602,346 | 10,173,464 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,769,979,889 | 10,729,752 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,437,892,709 | 10,561,868 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $1,519,060,691 | 11,071,064 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,480,823,438 | 11,554,490 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,480,678,215 | 11,902,558 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,011,316,828 | 11,828,267 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,332,472,105 | 12,685,378 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,141,239,333 | 12,811,398 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,224,897,454 | 12,953,525 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,652,210,631 | 9,923,783 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,599,368,256 | 9,534,237 | Shares | Sole | 2021-11-10 | |
| No 13F history on record for this holder in this stock. | ||||||