POLEN CAPITAL MANAGEMENT LLC

CIK

1034524

City

Boca Raton

State / Country

Stock

AON — Aon 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%

25 quarters · across all stocks

23 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$437,061,227	1,354,053	-26.7%	Shares	Sole	2026-05-14
2025-12-31	$651,520,226	1,846,294	-25.9%	Shares	Sole	2026-02-12
2025-09-30	$887,943,748	2,490,167	-9.3%	Shares	Sole	2025-11-12
2025-06-30	$979,529,888	2,745,627	-8.7%	Shares	Sole	2025-08-13
2025-03-31	$1,200,350,575	3,007,719	+318.1%	Shares	Sole	2025-05-12
2024-12-31	$258,351,689	719,322	-8.0%	Shares	Sole	2025-02-10
2024-09-30	$270,387,379	781,489	-4.9%	Shares	Sole	2025-02-10
2024-06-30	$241,334,796	822,041	-1.0%	Shares	Sole	2024-08-12
2024-03-31	$277,026,311	830,116	+1.3%	Shares	Sole	2024-05-10
2023-12-31	$238,524,648	819,616	+0.5%	Shares	Sole	2024-05-10
2023-09-30	$264,333,323	815,290	+0.5%	Shares	Sole	2023-11-13
2023-06-30	$279,911,633	810,868	-1.7%	Shares	Sole	2023-08-11
2023-03-31	$259,957,866	824,504	-17.4%	Shares	Sole	2023-05-11
2022-12-31	$299,650,771	998,370	-6.2%	Shares	Sole	2023-02-13
2022-09-30	$285,171,455	1,064,589	+13.9%	Shares	Sole	2022-11-04
2022-06-30	$251,972,541	934,339	-5.1%	Shares	Sole	2022-08-10
2022-03-31	$320,646,558	984,696	-5.5%	Shares	Sole	2022-05-12
2021-12-31	$313,306,148	1,042,408	+2.0%	Shares	Sole	2022-02-11
2021-09-30	$292,126,667	1,022,244	+25.8%	Shares	Sole	2021-11-10
2021-06-30	$194,027,597	812,647	+54.4%	Shares	Sole	2021-08-12
2021-03-31	$121,080,200	526,184	+39.5%	Shares	Sole	2021-05-12
2020-12-31	$79,713,227	377,305	+15.1%	Shares	Sole	2021-02-11
2020-09-30	$67,616,269	327,757	—	Shares	Sole	2020-11-12
No 13F history on record for this holder in this stock.