Filed: 5/12/2025ACC: 0001172661-25-001713
📋 What this filing means
POLEN CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 117 equity positions with a total reported market value of $31.85B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
117
Positions
$31.85B
Total AUM (reported)
152.02M
Total Shares
Allocation by class
COM$18.80B59.0%
CL A$5.62B17.6%
COM CL A$3.05B9.6%
SHS CL A$1.20B3.8%
CAP STK CL C$1.16B3.6%
SHS CLASS A$1.00B3.1%
SHS$333.22M1.0%
Portfolio Concentration
Top 3$7.72B24.2%
4–10$10.59B33.3%
11–25$12.08B37.9%
Rest$1.46B4.6%
Top 3 weight
24.2%
Top 10 weight
57.5%
Voting Authority Distribution
Total shares with voting rights: 152.02M
Sole
Full voting authority
152.01M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.32K
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole116
Shared0
Other1
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings117
Rows:
AMAZON COM INC
SOLEShares17.75M
TypeSH
Market value$3.38B
10.60%
Sole
17.75M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.94M
TypeSH
Market value$2.23B
7.00%
Sole
5.94M
Shared
0.00
None
0.00
VISA INC
SOLEShares6.02M
TypeSH
Market value$2.11B
6.63%
Sole
6.02M
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares12.61M
TypeSH
Market value$1.76B
5.54%
Sole
12.61M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares3.21M
TypeSH
Market value$1.76B
5.53%
Sole
3.21M
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares11.39M
TypeSH
Market value$1.51B
4.74%
Sole
11.39M
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares15.27M
TypeSH
Market value$1.46B
4.58%
Sole
15.27M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares1.75M
TypeSH
Market value$1.45B
4.55%
Sole
1.75M
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares8.80M
TypeSH
Market value$1.45B
4.55%
Sole
8.80M
Shared
0.00
None
0.00
AON PLC
SOLEShares3.01M
TypeSH
Market value$1.20B
3.77%
Sole
3.01M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares7.43M
TypeSH
Market value$1.16B
3.65%
Sole
7.43M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares2.32M
TypeSH
Market value$1.16B
3.63%
Sole
2.32M
Shared
0.00
None
0.00
ADOBE INC
SOLEShares2.82M
TypeSH
Market value$1.08B
3.39%
Sole
2.82M
Shared
0.00
None
0.00
MSCI INC
SOLEShares1.87M
TypeSH
Market value$1.06B
3.32%
Sole
1.87M
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares3.21M
TypeSH
Market value$1.00B
3.14%
Sole
3.21M
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares7.73M
TypeSH
Market value$923.02M
2.90%
Sole
7.73M
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares3.94M
TypeSH
Market value$921.16M
2.89%
Sole
3.94M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares888.07K
TypeSH
Market value$828.15M
2.60%
Sole
888.07K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares949.73K
TypeSH
Market value$756.12M
2.37%
Sole
949.73K
Shared
0.00
None
0.00
PAYCOM SOFTWARE INC
SOLEShares3.10M
TypeSH
Market value$676.82M
2.13%
Sole
3.10M
Shared
0.00
None
0.00
APPLE INC
SOLEShares2.68M
TypeSH
Market value$595.56M
1.87%
Sole
2.68M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares1.04M
TypeSH
Market value$543.43M
1.71%
Sole
1.04M
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares6.60M
TypeSH
Market value$523.06M
1.64%
Sole
6.60M
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares5.13M
TypeSH
Market value$503.54M
1.58%
Sole
5.13M
Shared
0.00
None
0.00
GARTNER INC
SOLEShares835.52K
TypeSH
Market value$350.70M
1.10%
Sole
835.52K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 17.75M | SH | $3.38B 10.60% | 17.75M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.94M | SH | $2.23B 7.00% | 5.94M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 6.02M | SH | $2.11B 6.63% | 6.02M | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 12.61M | SH | $1.76B 5.54% | 12.61M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 3.21M | SH | $1.76B 5.53% | 3.21M | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 11.39M | SH | $1.51B 4.74% | 11.39M | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 15.27M | SH | $1.46B 4.58% | 15.27M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 1.75M | SH | $1.45B 4.55% | 1.75M | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 8.80M | SH | $1.45B 4.55% | 8.80M | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 3.01M | SH | $1.20B 3.77% | 3.01M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 7.43M | SH | $1.16B 3.65% | 7.43M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 2.32M | SH | $1.16B 3.63% | 2.32M | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 2.82M | SH | $1.08B 3.39% | 2.82M | 0.00 | 0.00 |
MSCI INCSOLE | COM | 1.87M | SH | $1.06B 3.32% | 1.87M | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 3.21M | SH | $1.00B 3.14% | 3.21M | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 7.73M | SH | $923.02M 2.90% | 7.73M | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 3.94M | SH | $921.16M 2.89% | 3.94M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 888.07K | SH | $828.15M 2.60% | 888.07K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 949.73K | SH | $756.12M 2.37% | 949.73K | 0.00 | 0.00 |
PAYCOM SOFTWARE INCSOLE | COM | 3.10M | SH | $676.82M 2.13% | 3.10M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.68M | SH | $595.56M 1.87% | 2.68M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.04M | SH | $543.43M 1.71% | 1.04M | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 6.60M | SH | $523.06M 1.64% | 6.60M | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 5.13M | SH | $503.54M 1.58% | 5.13M | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 835.52K | SH | $350.70M 1.10% | 835.52K | 0.00 | 0.00 |
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