Filed: 11/12/2025ACC: 0001172661-25-004691
📋 What this filing means
POLEN CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 232 equity positions with a total reported market value of $30.80B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
232
Positions
$30.80B
Total AUM (reported)
137.27M
Total Shares
Allocation by class
COM$20.58B66.8%
CL A$3.12B10.1%
COM CL A$2.00B6.5%
CL A SUB VTG SHS$1.64B5.3%
CAP STK CL C$1.13B3.7%
SHS CL A$889.72M2.9%
SHS CLASS A$607.07M2.0%
Portfolio Concentration
Top 3$7.68B24.9%
4–10$9.71B31.5%
11–25$10.85B35.2%
Rest$2.56B8.3%
Top 3 weight
24.9%
Top 10 weight
56.5%
Voting Authority Distribution
Total shares with voting rights: 137.27M
Sole
Full voting authority
137.27M
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)
Sole232
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings232
Rows:
ORACLE CORP
SOLEShares9.29M
TypeSH
Market value$2.61B
8.48%
Sole
9.29M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.02M
TypeSH
Market value$2.60B
8.44%
Sole
5.02M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares11.25M
TypeSH
Market value$2.47B
8.02%
Sole
11.25M
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares11.06M
TypeSH
Market value$1.64B
5.34%
Sole
11.06M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares2.74M
TypeSH
Market value$1.56B
5.06%
Sole
2.74M
Shared
0.00
None
0.00
VISA INC
SOLEShares4.34M
TypeSH
Market value$1.48B
4.81%
Sole
4.34M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares4.49M
TypeSH
Market value$1.48B
4.80%
Sole
4.49M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares1.62M
TypeSH
Market value$1.24B
4.02%
Sole
1.62M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares6.30M
TypeSH
Market value$1.17B
3.81%
Sole
6.30M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.64M
TypeSH
Market value$1.13B
3.67%
Sole
4.64M
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares7.52M
TypeSH
Market value$1.10B
3.57%
Sole
7.52M
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares1.12M
TypeSH
Market value$1.03B
3.36%
Sole
1.12M
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares7.42M
TypeSH
Market value$993.92M
3.23%
Sole
7.42M
Shared
0.00
None
0.00
MSCI INC
SOLEShares1.58M
TypeSH
Market value$898.74M
2.92%
Sole
1.58M
Shared
0.00
None
0.00
AON PLC
SOLEShares2.49M
TypeSH
Market value$887.94M
2.88%
Sole
2.49M
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares8.88M
TypeSH
Market value$751.34M
2.44%
Sole
8.88M
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares1.13M
TypeSH
Market value$720.12M
2.34%
Sole
1.13M
Shared
0.00
None
0.00
ADOBE INC
SOLEShares1.86M
TypeSH
Market value$655.13M
2.13%
Sole
1.86M
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares2.46M
TypeSH
Market value$607.07M
1.97%
Sole
2.46M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares478.88K
TypeSH
Market value$574.14M
1.86%
Sole
478.88K
Shared
0.00
None
0.00
PAYCOM SOFTWARE INC
SOLEShares2.64M
TypeSH
Market value$548.75M
1.78%
Sole
2.64M
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares5.60M
TypeSH
Market value$546.56M
1.77%
Sole
5.60M
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares6.38M
TypeSH
Market value$538.36M
1.75%
Sole
6.38M
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares1.04M
TypeSH
Market value$515.49M
1.67%
Sole
1.04M
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares3.97M
TypeSH
Market value$482.59M
1.57%
Sole
3.97M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ORACLE CORPSOLE | COM | 9.29M | SH | $2.61B 8.48% | 9.29M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.02M | SH | $2.60B 8.44% | 5.02M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 11.25M | SH | $2.47B 8.02% | 11.25M | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 11.06M | SH | $1.64B 5.34% | 11.06M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 2.74M | SH | $1.56B 5.06% | 2.74M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 4.34M | SH | $1.48B 4.81% | 4.34M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 4.49M | SH | $1.48B 4.80% | 4.49M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 1.62M | SH | $1.24B 4.02% | 1.62M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 6.30M | SH | $1.17B 3.81% | 6.30M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 4.64M | SH | $1.13B 3.67% | 4.64M | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 7.52M | SH | $1.10B 3.57% | 7.52M | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 1.12M | SH | $1.03B 3.36% | 1.12M | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 7.42M | SH | $993.92M 3.23% | 7.42M | 0.00 | 0.00 |
MSCI INCSOLE | COM | 1.58M | SH | $898.74M 2.92% | 1.58M | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 2.49M | SH | $887.94M 2.88% | 2.49M | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 8.88M | SH | $751.34M 2.44% | 8.88M | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 1.13M | SH | $720.12M 2.34% | 1.13M | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 1.86M | SH | $655.13M 2.13% | 1.86M | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 2.46M | SH | $607.07M 1.97% | 2.46M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 478.88K | SH | $574.14M 1.86% | 478.88K | 0.00 | 0.00 |
PAYCOM SOFTWARE INCSOLE | COM | 2.64M | SH | $548.75M 1.78% | 2.64M | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 5.60M | SH | $546.56M 1.77% | 5.60M | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 6.38M | SH | $538.36M 1.75% | 6.38M | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 1.04M | SH | $515.49M 1.67% | 1.04M | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 3.97M | SH | $482.59M 1.57% | 3.97M | 0.00 | 0.00 |
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