POLEN CAPITAL MANAGEMENT LLC

CIK

1034524

City

Boca Raton

State / Country

Stock

ACN — Accenture plc

Top Portfolio Positions

209 positions · $13,363,345,437 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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 ACN

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$268,632,980	1,354,748	-28.0%	Shares	Sole	2026-05-14
2025-12-31	$505,130,288	1,882,707	-23.5%	Shares	Sole	2026-02-12
2025-09-30	$607,069,769	2,461,759	-16.5%	Shares	Sole	2025-11-12
2025-06-30	$880,876,054	2,947,158	-8.1%	Shares	Sole	2025-08-13
2025-03-31	$1,001,173,475	3,208,478	-9.0%	Shares	Sole	2025-05-12
2024-12-31	$1,240,626,131	3,526,610	-9.6%	Shares	Sole	2025-02-10
2024-09-30	$1,379,330,568	3,902,146	-10.0%	Shares	Sole	2025-02-10
2024-06-30	$1,314,852,114	4,333,582	-6.4%	Shares	Sole	2024-08-12
2024-03-31	$1,604,453,184	4,628,987	-3.6%	Shares	Sole	2024-05-10
2023-12-31	$1,684,707,329	4,800,967	-3.8%	Shares	Sole	2024-05-10
2023-09-30	$1,532,465,387	4,989,956	-3.3%	Shares	Sole	2023-11-13
2023-06-30	$1,592,429,250	5,160,507	-3.5%	Shares	Sole	2023-08-11
2023-03-31	$1,528,167,193	5,346,794	-2.0%	Shares	Sole	2023-05-11
2022-12-31	$1,456,382,567	5,457,887	-5.9%	Shares	Sole	2023-02-13
2022-09-30	$1,492,149,340	5,799,259	+0.5%	Shares	Sole	2022-11-04
2022-06-30	$1,601,933,049	5,769,613	-3.7%	Shares	Sole	2022-08-10
2022-03-31	$2,019,557,497	5,988,665	-11.1%	Shares	Sole	2022-05-12
2021-12-31	$2,792,567,572	6,736,383	+0.2%	Shares	Sole	2022-02-11
2021-09-30	$2,150,996,196	6,723,544	-18.4%	Shares	Sole	2021-11-10
2021-06-30	$2,428,661,905	8,238,617	+3.8%	Shares	Sole	2021-08-12
2021-03-31	$2,192,003,417	7,934,854	+1.9%	Shares	Sole	2021-05-12
2020-12-31	$2,033,341,182	7,784,316	+2.4%	Shares	Sole	2021-02-11
2020-09-30	$1,717,768,747	7,601,083	+4.3%	Shares	Sole	2020-11-12
2020-06-30	$1,564,510,471	7,286,282	+9.4%	Shares	Sole	2020-08-13
2020-03-31	$1,087,065,403	6,658,492	—	Shares	Sole	2020-05-11
No 13F history on record for this holder in this stock.