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 SHOP
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $748,105,498 | 6,306,740 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,159,285,335 | 7,201,872 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,643,761,240 | 11,060,906 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,694,509,956 | 14,690,160 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,457,986,761 | 15,270,075 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,816,061,108 | 17,079,480 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,520,082,537 | 18,967,838 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $972,411,481 | 14,722,354 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $64,109,363 | 830,755 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $60,752,340 | 779,876 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $43,800,610 | 802,650 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $50,814,618 | 786,604 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $39,185,436 | 817,385 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $29,576,321 | 852,098 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $14,123,941 | 524,274 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $16,021,496 | 512,852 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,711,155 | 54,902 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,617,178 | 19,001 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,570,694 | 18,961 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,614,715 | 17,897 | Shares | Sole | 2021-08-12 | |
| No 13F history on record for this holder in this stock. | ||||||