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 SBUX
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $452,921,169 | 5,055,488 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $571,390,786 | 6,785,308 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $751,344,528 | 8,881,141 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $885,935,467 | 9,668,618 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $503,539,129 | 5,133,440 | Shares | Sole | 2025-05-12 | |
| 2022-12-31 | $298,492 | 3,009 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $80,235,658 | 952,239 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $59,052,372 | 773,038 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $77,311,218 | 849,854 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,541,552,659 | 13,179,043 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,434,070,814 | 13,000,370 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,655,028,391 | 14,802,150 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,535,047,251 | 14,048,204 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,476,634,883 | 13,802,906 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,130,753,424 | 13,160,538 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $939,804,496 | 12,770,818 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $527,971,088 | 8,031,200 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||