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 MSCI
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $501,014,646 | 929,509 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $763,683,397 | 1,331,085 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $898,742,827 | 1,583,939 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,004,328,691 | 1,741,389 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,056,432,039 | 1,868,138 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,219,363,122 | 2,032,238 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,298,938,838 | 2,228,293 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $795,104,287 | 1,650,450 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $76,252,585 | 136,056 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $76,535,838 | 135,306 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $71,443,824 | 139,245 | Shares | Sole | 2023-11-13 | |
| 2022-03-31 | $430,694,593 | 856,456 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $867,589,258 | 1,416,033 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $841,634,739 | 1,383,494 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $731,691,214 | 1,372,573 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $573,329,761 | 1,367,415 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $813,347,697 | 1,821,485 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $643,637,898 | 1,804,019 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $798,216,697 | 2,391,159 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $625,980,405 | 2,166,322 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||