Filed: 8/13/2025ACC: 0001172661-25-003133
📋 What this filing means
POLEN CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 240 equity positions with a total reported market value of $32.59B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
240
Positions
$32.59B
Total AUM (reported)
145.89M
Total Shares
Allocation by class
COM$20.10B61.7%
CL A$3.87B11.9%
COM CL A$2.99B9.2%
CL A SUB VTG SHS$1.69B5.2%
CAP STK CL C$1.16B3.6%
SHS CL A$982.45M3.0%
SHS CLASS A$880.88M2.7%
Portfolio Concentration
Top 3$8.37B25.7%
4–10$10.79B33.1%
11–25$12.28B37.7%
Rest$1.15B3.5%
Top 3 weight
25.7%
Top 10 weight
58.8%
Voting Authority Distribution
Total shares with voting rights: 145.89M
Sole
Full voting authority
145.89M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole240
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings240
Rows:
AMAZON COM INC
SOLEShares13.92M
TypeSH
Market value$3.05B
9.37%
Sole
13.92M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.43M
TypeSH
Market value$2.70B
8.28%
Sole
5.43M
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares11.98M
TypeSH
Market value$2.62B
8.04%
Sole
11.98M
Shared
0.00
None
0.00
VISA INC
SOLEShares5.61M
TypeSH
Market value$1.99B
6.11%
Sole
5.61M
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares14.69M
TypeSH
Market value$1.69B
5.20%
Sole
14.69M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares2.99M
TypeSH
Market value$1.68B
5.16%
Sole
2.99M
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares10.67M
TypeSH
Market value$1.45B
4.45%
Sole
10.67M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares1.74M
TypeSH
Market value$1.35B
4.16%
Sole
1.74M
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares8.42M
TypeSH
Market value$1.31B
4.03%
Sole
8.42M
Shared
0.00
None
0.00
ADOBE INC
SOLEShares3.36M
TypeSH
Market value$1.30B
3.99%
Sole
3.36M
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares1.18M
TypeSH
Market value$1.21B
3.71%
Sole
1.18M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares6.56M
TypeSH
Market value$1.16B
3.57%
Sole
6.56M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares815.23K
TypeSH
Market value$1.09B
3.35%
Sole
815.23K
Shared
0.00
None
0.00
MSCI INC
SOLEShares1.74M
TypeSH
Market value$1.00B
3.08%
Sole
1.74M
Shared
0.00
None
0.00
AON PLC
SOLEShares2.75M
TypeSH
Market value$979.53M
3.01%
Sole
2.75M
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares7.35M
TypeSH
Market value$973.26M
2.99%
Sole
7.35M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares2.19M
TypeSH
Market value$888.10M
2.73%
Sole
2.19M
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares9.67M
TypeSH
Market value$885.94M
2.72%
Sole
9.67M
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares2.95M
TypeSH
Market value$880.88M
2.70%
Sole
2.95M
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares3.57M
TypeSH
Market value$857.26M
2.63%
Sole
3.57M
Shared
0.00
None
0.00
PAYCOM SOFTWARE INC
SOLEShares2.90M
TypeSH
Market value$670.25M
2.06%
Sole
2.90M
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares1.20M
TypeSH
Market value$641.15M
1.97%
Sole
1.20M
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares6.92M
TypeSH
Market value$556.68M
1.71%
Sole
6.92M
Shared
0.00
None
0.00
GARTNER INC
SOLEShares779.22K
TypeSH
Market value$314.97M
0.97%
Sole
779.22K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares62.19K
TypeSH
Market value$162.54M
0.50%
Sole
62.19K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 13.92M | SH | $3.05B 9.37% | 13.92M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.43M | SH | $2.70B 8.28% | 5.43M | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 11.98M | SH | $2.62B 8.04% | 11.98M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 5.61M | SH | $1.99B 6.11% | 5.61M | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 14.69M | SH | $1.69B 5.20% | 14.69M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 2.99M | SH | $1.68B 5.16% | 2.99M | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 10.67M | SH | $1.45B 4.45% | 10.67M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 1.74M | SH | $1.35B 4.16% | 1.74M | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 8.42M | SH | $1.31B 4.03% | 8.42M | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 3.36M | SH | $1.30B 3.99% | 3.36M | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 1.18M | SH | $1.21B 3.71% | 1.18M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 6.56M | SH | $1.16B 3.57% | 6.56M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 815.23K | SH | $1.09B 3.35% | 815.23K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 1.74M | SH | $1.00B 3.08% | 1.74M | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 2.75M | SH | $979.53M 3.01% | 2.75M | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 7.35M | SH | $973.26M 2.99% | 7.35M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 2.19M | SH | $888.10M 2.73% | 2.19M | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 9.67M | SH | $885.94M 2.72% | 9.67M | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 2.95M | SH | $880.88M 2.70% | 2.95M | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 3.57M | SH | $857.26M 2.63% | 3.57M | 0.00 | 0.00 |
PAYCOM SOFTWARE INCSOLE | COM | 2.90M | SH | $670.25M 2.06% | 2.90M | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 1.20M | SH | $641.15M 1.97% | 1.20M | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 6.92M | SH | $556.68M 1.71% | 6.92M | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 779.22K | SH | $314.97M 0.97% | 779.22K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 62.19K | SH | $162.54M 0.50% | 62.19K | 0.00 | 0.00 |
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