Position in DLO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,926,850
-$25,199 QoQ
Shares Held
456,087
-0.6% QoQ
Ownership
0.155%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#32
of 161 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026POLEN CAPITAL MANAGEMENT LLC holds $1,355,870,904 across 10 Software - Infrastructure names. DLO ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,098,613 | $782,824,621 | |
| 2 | ORCL |
Oracle Corp
|
3,574,259 | $523,807,656 | |
| 3 | SNPS |
Synopsys Inc
|
41,267 | $18,407,970 | |
| 4 | DOCN |
DigitalOcean Holdings, Inc.
|
101,350 | $15,914,990 | |
| 5 | DLO |
dLocal Ltd
This page
|
456,087 | $5,926,850 | |
| 6 | RXT |
Rackspace Technology, Inc.
|
709,189 | $4,631,004 | |
| 7 | FIVN |
Five9, Inc.
|
117,256 | $2,499,897 | |
| 8 | TWLO |
Twilio Inc
|
5,572 | $1,149,670 |
All Filings in DLO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,926,850 | 456,087 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,952,049 | 458,909 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,600,679 | 466,809 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,987,132 | 699,379 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,870,735 | 605,885 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,233,775 | 627,551 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $7,064,073 | 627,360 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,898,264 | 987,283 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $7,715,562 | 953,716 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $18,814,824 | 1,279,920 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $21,267,643 | 1,202,241 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $36,869,143 | 1,923,273 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $20,608,154 | 1,688,501 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $14,566,111 | 898,034 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $648,646 | 41,660 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||