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
Holdings in V
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $739,206,502 | 2,445,760 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,183,766,192 | 3,375,342 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,481,665,669 | 4,340,224 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,992,220,344 | 5,611,098 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,111,069,406 | 6,023,710 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,079,142,777 | 6,578,733 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,995,515,887 | 7,257,741 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $2,099,135,846 | 7,997,622 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,342,176,109 | 8,392,490 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,898,415,183 | 7,291,781 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $1,740,984,331 | 7,569,168 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,865,767,082 | 7,856,523 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,819,310,916 | 8,069,329 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,798,104,627 | 8,654,720 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,805,842,095 | 10,165,168 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,456,898,953 | 12,478,536 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,881,542,326 | 12,993,382 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,490,710,875 | 11,493,290 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,430,226,111 | 10,910,106 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,402,691,297 | 10,275,816 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,080,636,198 | 9,826,837 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,101,720,793 | 9,608,745 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,864,300,712 | 9,322,902 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,734,045,558 | 8,976,785 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,312,468,374 | 8,145,906 | Shares | Sole | 2020-05-11 | |
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