Filed: 5/14/2026ACC: 0001172661-26-001911
📋 What this filing means
POLEN CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 221 equity positions with a total reported market value of $14.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
221
Positions
$14.46B
Total AUM (reported)
89.55M
Total Shares
Allocation by class
COM$8.52B58.9%
CL A$1.56B10.8%
COM CL A$1.07B7.4%
CAP STK CL C$845.27M5.8%
CL A SUB VTG SHS$748.11M5.2%
COM NEW$514.81M3.6%
SHS CL A$437.06M3.0%
Portfolio Concentration
Top 3$2.74B19.0%
4–10$5.40B37.4%
11–25$5.49B38.0%
Rest$826.06M5.7%
Top 3 weight
19.0%
Top 10 weight
56.3%
Voting Authority Distribution
Total shares with voting rights: 89.55M
Sole
Full voting authority
89.55M
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)
Sole221
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings221
Rows:
MICROSOFT CORP
SOLEShares2.85M
TypeSH
Market value$1.05B
7.29%
Sole
2.85M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.95M
TypeSH
Market value$845.27M
5.85%
Sole
2.95M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares914.56K
TypeSH
Market value$841.18M
5.82%
Sole
914.56K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares2.70M
TypeSH
Market value$834.92M
5.78%
Sole
2.70M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.90M
TypeSH
Market value$811.57M
5.61%
Sole
3.90M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares1.54M
TypeSH
Market value$770.17M
5.33%
Sole
1.54M
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares7.27M
TypeSH
Market value$760.02M
5.26%
Sole
7.27M
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares6.31M
TypeSH
Market value$748.11M
5.17%
Sole
6.31M
Shared
0.00
None
0.00
VISA INC
SOLEShares2.45M
TypeSH
Market value$739.21M
5.11%
Sole
2.45M
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares5.02M
TypeSH
Market value$739.12M
5.11%
Sole
5.02M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares4.10M
TypeSH
Market value$715.78M
4.95%
Sole
4.10M
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares12.57M
TypeSH
Market value$507.09M
3.51%
Sole
12.57M
Shared
0.00
None
0.00
MSCI INC
SOLEShares929.51K
TypeSH
Market value$501.01M
3.47%
Sole
929.51K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares4.22M
TypeSH
Market value$499.21M
3.45%
Sole
4.22M
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares5.06M
TypeSH
Market value$452.92M
3.13%
Sole
5.06M
Shared
0.00
None
0.00
AON PLC
SOLEShares1.35M
TypeSH
Market value$437.06M
3.02%
Sole
1.35M
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares695.81K
TypeSH
Market value$390.97M
2.70%
Sole
695.81K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares2.27M
TypeSH
Market value$287.13M
1.99%
Sole
2.27M
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares606.83K
TypeSH
Market value$279.74M
1.94%
Sole
606.83K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares476.66K
TypeSH
Market value$272.71M
1.89%
Sole
476.66K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares1.35M
TypeSH
Market value$268.63M
1.86%
Sole
1.35M
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares671.23K
TypeSH
Market value$266.13M
1.84%
Sole
671.23K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares1.05M
TypeSH
Market value$225.30M
1.56%
Sole
1.05M
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares2.92M
TypeSH
Market value$209.89M
1.45%
Sole
2.92M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares406.86K
TypeSH
Market value$173.49M
1.20%
Sole
406.86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 2.85M | SH | $1.05B 7.29% | 2.85M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.95M | SH | $845.27M 5.85% | 2.95M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 914.56K | SH | $841.18M 5.82% | 914.56K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 2.70M | SH | $834.92M 5.78% | 2.70M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.90M | SH | $811.57M 5.61% | 3.90M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 1.54M | SH | $770.17M 5.33% | 1.54M | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 7.27M | SH | $760.02M 5.26% | 7.27M | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 6.31M | SH | $748.11M 5.17% | 6.31M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 2.45M | SH | $739.21M 5.11% | 2.45M | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 5.02M | SH | $739.12M 5.11% | 5.02M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 4.10M | SH | $715.78M 4.95% | 4.10M | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 12.57M | SH | $507.09M 3.51% | 12.57M | 0.00 | 0.00 |
MSCI INCSOLE | COM | 929.51K | SH | $501.01M 3.47% | 929.51K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 4.22M | SH | $499.21M 3.45% | 4.22M | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 5.06M | SH | $452.92M 3.13% | 5.06M | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 1.35M | SH | $437.06M 3.02% | 1.35M | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 695.81K | SH | $390.97M 2.70% | 695.81K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 2.27M | SH | $287.13M 1.99% | 2.27M | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 606.83K | SH | $279.74M 1.94% | 606.83K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 476.66K | SH | $272.71M 1.89% | 476.66K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 1.35M | SH | $268.63M 1.86% | 1.35M | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 671.23K | SH | $266.13M 1.84% | 671.23K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 1.05M | SH | $225.30M 1.56% | 1.05M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 2.92M | SH | $209.89M 1.45% | 2.92M | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 406.86K | SH | $173.49M 1.20% | 406.86K | 0.00 | 0.00 |
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