POLEN CAPITAL MANAGEMENT LLC

Position in AMZN — Amazon Com Inc

CIK 1034524 Boca Raton, FL

Position in AMZN

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$669,724,198

-$141,849,633 QoQ

Shares Held

2,809,953

-27.9% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

5.82%

of 13F equity value

Holder Rank

#243

of 6,107 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

POLEN CAPITAL MANAGEMENT LLC holds $716,907,538 across 6 Internet Retail names. AMZN ranks #1 (93.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMZN	Amazon Com Inc This page	2,809,953	$669,724,198
2	MELI	Mercadolibre Inc	25,926	$44,006,533
3	SE	Sea Ltd	23,119	$2,215,493
4	TDUP	ThredUp Inc.	75,291	$515,743
5	ETSY	Etsy Inc	2,968	$223,579
6	W	Wayfair Inc.	2,402	$221,992

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$669,724,198	2,809,953	-27.9%	Shares	Sole	2026-08-04
2026-03-31	$811,573,831	3,896,739	-55.0%	Shares	Sole	2026-05-14
2025-12-31	$1,997,451,881	8,653,721	-23.1%	Shares	Sole	2026-02-12
2025-09-30	$2,469,400,152	11,246,528	-19.2%	Shares	Sole	2025-11-12
2025-06-30	$3,054,312,477	13,921,840	-21.6%	Shares	Sole	2025-08-13
2025-03-31	$3,376,619,372	17,747,395	-9.2%	Shares	Sole	2025-05-12
2024-12-31	$4,288,331,206	19,546,612	-24.1%	Shares	Sole	2025-02-10
2024-09-30	$4,797,039,204	25,744,857	-13.1%	Shares	Sole	2025-02-10
2024-06-30	$5,724,816,742	29,623,890	-13.9%	Shares	Sole	2024-08-12
2024-03-31	$6,207,099,651	34,411,241	-5.1%	Shares	Sole	2024-05-10
2023-12-31	$5,511,765,867	36,275,937	-3.0%	Shares	Sole	2024-05-10
2023-09-30	$4,754,052,955	37,398,151	-11.5%	Shares	Sole	2023-11-13
2023-06-30	$5,506,952,347	42,244,188	-5.9%	Shares	Sole	2023-08-11
2023-03-31	$4,635,939,970	44,882,757	+27.7%	Shares	Sole	2023-05-11
2022-12-31	$2,952,465,684	35,148,401	-5.6%	Shares	Sole	2023-02-13
2022-09-30	$4,207,877,841	37,237,857	-0.9%	Shares	Sole	2022-11-04
2022-06-30	$3,989,311,857	37,560,605	+2504.6%	Shares	Sole	2022-08-10
2022-03-31	$4,701,147,815	1,442,092	-2.1%	Shares	Sole	2022-05-12
2021-12-31	$4,912,639,835	1,473,347	+27.8%	Shares	Sole	2022-02-11
2021-09-30	$3,787,345,611	1,152,907	+65.4%	Shares	Sole	2021-11-10
2021-06-30	$2,397,389,021	696,883	+8.0%	Shares	Sole	2021-08-12
2021-03-31	$1,997,340,026	645,536	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.