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 ORCL
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $739,118,447 | 5,024,257 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,400,525,025 | 7,185,496 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,612,336,551 | 9,288,638 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,619,887,890 | 11,983,204 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,762,878,410 | 12,609,101 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,787,002,533 | 10,723,731 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,494,061,576 | 8,767,967 | Shares | Sole | 2025-02-10 | |
| 2022-03-31 | $348,789 | 4,216 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $367,677 | 4,216 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $367,340 | 4,216 | Shares | Sole | 2021-11-10 | |
| 2020-12-31 | $774,209 | 11,968 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $36,666,725 | 614,183 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $27,737,304 | 501,851 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $15,348,158 | 317,570 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||