Filed: 2/12/2026ACC: 0001172661-26-000654
📋 What this filing means
POLEN CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 231 equity positions with a total reported market value of $23.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
231
Positions
$23.42B
Total AUM (reported)
108.62M
Total Shares
Allocation by class
COM$14.96B63.9%
CL A$1.93B8.2%
COM CL A$1.63B7.0%
CAP STK CL C$1.26B5.4%
CL A SUB VTG SHS$1.16B4.9%
SHS CL A$652.49M2.8%
SHS CLASS A$505.13M2.2%
Portfolio Concentration
Top 3$5.29B22.6%
4–10$8.38B35.8%
11–25$8.05B34.4%
Rest$1.70B7.3%
Top 3 weight
22.6%
Top 10 weight
58.3%
Voting Authority Distribution
Total shares with voting rights: 108.62M
Sole
Full voting authority
108.62M
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)
Sole231
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings231
Rows:
AMAZON COM INC
SOLEShares8.65M
TypeSH
Market value$2.00B
8.53%
Sole
8.65M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.91M
TypeSH
Market value$1.89B
8.07%
Sole
3.91M
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares7.19M
TypeSH
Market value$1.40B
5.98%
Sole
7.19M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares1.25M
TypeSH
Market value$1.34B
5.72%
Sole
1.25M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.02M
TypeSH
Market value$1.26B
5.38%
Sole
4.02M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares3.53M
TypeSH
Market value$1.22B
5.22%
Sole
3.53M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares2.13M
TypeSH
Market value$1.22B
5.20%
Sole
2.13M
Shared
0.00
None
0.00
VISA INC
SOLEShares3.38M
TypeSH
Market value$1.18B
5.05%
Sole
3.38M
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares7.20M
TypeSH
Market value$1.16B
4.95%
Sole
7.20M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares5.33M
TypeSH
Market value$993.69M
4.24%
Sole
5.33M
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares5.68M
TypeSH
Market value$870.24M
3.72%
Sole
5.68M
Shared
0.00
None
0.00
MSCI INC
SOLEShares1.33M
TypeSH
Market value$763.68M
3.26%
Sole
1.33M
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares5.56M
TypeSH
Market value$699.89M
2.99%
Sole
5.56M
Shared
0.00
None
0.00
AON PLC
SOLEShares1.85M
TypeSH
Market value$651.52M
2.78%
Sole
1.85M
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares960.54K
TypeSH
Market value$649.83M
2.77%
Sole
960.54K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares6.79M
TypeSH
Market value$571.39M
2.44%
Sole
6.79M
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares1.88M
TypeSH
Market value$505.13M
2.16%
Sole
1.88M
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares3.96M
TypeSH
Market value$496.43M
2.12%
Sole
3.96M
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares842.62K
TypeSH
Market value$477.22M
2.04%
Sole
842.62K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares1.35M
TypeSH
Market value$470.94M
2.01%
Sole
1.35M
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares3.03M
TypeSH
Market value$411.33M
1.76%
Sole
3.03M
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares844.88K
TypeSH
Market value$396.86M
1.69%
Sole
844.88K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares4.02M
TypeSH
Market value$383.26M
1.64%
Sole
4.02M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares776.09K
TypeSH
Market value$367.32M
1.57%
Sole
776.09K
Shared
0.00
None
0.00
INTUIT
SOLEShares512.66K
TypeSH
Market value$339.59M
1.45%
Sole
512.66K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 8.65M | SH | $2.00B 8.53% | 8.65M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.91M | SH | $1.89B 8.07% | 3.91M | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 7.19M | SH | $1.40B 5.98% | 7.19M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 1.25M | SH | $1.34B 5.72% | 1.25M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 4.02M | SH | $1.26B 5.38% | 4.02M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 3.53M | SH | $1.22B 5.22% | 3.53M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 2.13M | SH | $1.22B 5.20% | 2.13M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 3.38M | SH | $1.18B 5.05% | 3.38M | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 7.20M | SH | $1.16B 4.95% | 7.20M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 5.33M | SH | $993.69M 4.24% | 5.33M | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 5.68M | SH | $870.24M 3.72% | 5.68M | 0.00 | 0.00 |
MSCI INCSOLE | COM | 1.33M | SH | $763.68M 3.26% | 1.33M | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 5.56M | SH | $699.89M 2.99% | 5.56M | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 1.85M | SH | $651.52M 2.78% | 1.85M | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 960.54K | SH | $649.83M 2.77% | 960.54K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 6.79M | SH | $571.39M 2.44% | 6.79M | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 1.88M | SH | $505.13M 2.16% | 1.88M | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 3.96M | SH | $496.43M 2.12% | 3.96M | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 842.62K | SH | $477.22M 2.04% | 842.62K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 1.35M | SH | $470.94M 2.01% | 1.35M | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 3.03M | SH | $411.33M 1.76% | 3.03M | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 844.88K | SH | $396.86M 1.69% | 844.88K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 4.02M | SH | $383.26M 1.64% | 4.02M | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 776.09K | SH | $367.32M 1.57% | 776.09K | 0.00 | 0.00 |
INTUITSOLE | COM | 512.66K | SH | $339.59M 1.45% | 512.66K | 0.00 | 0.00 |
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