POLEN CAPITAL MANAGEMENT LLC
221 holdingsFiling period: 2026-03-31Current AUM: $15.82Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 2.85M | $1.05B | $1.32B | 8.36% | -1,064,097 | 2026-03-31 |
| 2 | GOOG | ALPHABET INC | 2.95M | $845.3M | $1.05B | 6.64% | -1,071,484 | 2026-03-31 |
| 3 | LLY | ELI LILLY & CO | 914.6K | $841.2M | $1.05B | 6.64% | -331,533 | 2026-03-31 |
| 4 | AVGO | BROADCOM INC | 2.70M | $834.9M | $1.05B | 6.64% | -834,070 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 3.90M | $811.6M | $1.06B | 6.69% | -4,756,982 | 2026-03-31 |
| 6 | MA | MASTERCARD INCORPORATED | 1.54M | $770.2M | $883.4M | 5.58% | -590,339 | 2026-03-31 |
| 7 | NOW | SERVICENOW INC | 7.27M | $760.0M | $808.6M | 5.11% | +1.59M | 2026-03-31 |
| 8 | SHOP | SHOPIFY INC | 6.31M | $748.1M | $738.8M | 4.67% | -895,132 | 2026-03-31 |
| 9 | V | VISA INC | 2.45M | $739.2M | $895.5M | 5.66% | -929,582 | 2026-03-31 |
| 10 | ORCL | ORACLE CORP | 5.02M | $739.1M | $652.5M | 4.12% | -2,161,239 | 2026-03-31 |
| 11 | NVDA | NVIDIA CORPORATION | 4.10M | $715.8M | $823.9M | 5.21% | -1,223,865 | 2026-03-31 |
| 12 | CSGP | COSTAR GROUP INC | 12.57M | $507.1M | $361.5M | 2.29% | +7.68M | 2026-03-31 |
| 13 | MSCI | MSCI INC | 929.5K | $501.0M | $531.9M | 3.36% | -401,576 | 2026-03-31 |
| 14 | ZTS | ZOETIS INC | 4.22M | $499.2M | $326.4M | 2.06% | -1,339,593 | 2026-03-31 |
| 15 | SBUX | STARBUCKS CORP | 5.06M | $452.9M | $532.1M | 3.36% | -1,729,820 | 2026-03-31 |
| 16 | — | AON PLC | 1.35M | $437.1M | $437.1M | 2.76% | -492,241 | 2026-03-31 |
| 17 | IDXX | IDEXX LABS INC | 695.8K | $391.0M | $389.0M | 2.46% | -264,726 | 2026-03-31 |
| 18 | ABNB | AIRBNB INC | 2.27M | $287.1M | $344.5M | 2.18% | -756,983 | 2026-03-31 |
| 19 | ISRG | INTUITIVE SURGICAL INC | 606.8K | $279.7M | $214.4M | 1.36% | -235,792 | 2026-03-31 |
| 20 | META | META PLATFORMS INC | 476.7K | $272.7M | $265.4M | 1.68% | -- | 2026-03-31 |
| 21 | — | ACCENTURE PLC IRELAND | 1.35M | $268.6M | $268.6M | 1.70% | -527,959 | 2026-03-31 |
| 22 | SNPS | SYNOPSYS INC | 671.2K | $266.1M | $260.9M | 1.65% | -173,648 | 2026-03-31 |
| 23 | LRCX | LAM RESEARCH CORP | 1.05M | $225.3M | $309.0M | 1.95% | -- | 2026-03-31 |
| 24 | UBER | UBER TECHNOLOGIES INC | 2.92M | $209.9M | $205.3M | 1.30% | -647,865 | 2026-03-31 |
| 25 | IWF | ISHARES TR | 406.9K | $173.5M | $192.6M | 1.22% | -369,223 | 2026-03-31 |
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