POLEN CAPITAL MANAGEMENT LLC

PrivateCIK: 1034524
Location

BOCA RATON, FL

219
Positions
$11.61B
Total AUM (reported)
66.66M
Total Shares

Allocation by class

TOTAL AUM$11.61B219 positions
COM$7.17B61.8%
COM CL A$902.84M7.8%
CL A$823.40M7.1%
COM NEW$823.13M7.1%
CAP STK CL C$765.04M6.6%
CL A SUB VTG SHS$522.66M4.5%
SPONSORED ADS$240.84M2.1%

Portfolio Concentration

Top 320.5%4–1038.2%11–2533.2%Rest8.0%TOP 1058.7%0%100%
Top 3$2.38B20.5%
4–10$4.44B38.2%
11–25$3.86B33.2%
Rest$933.24M8.0%

Top 3 weight

20.5%

Top 10 weight

58.7%

Voting Authority Distribution

Total shares with voting rights: 66.66M

Sole

Full voting authority

66.66M

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)

Sole219
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings219
Rows:

ELI LILLY & CO

SOLE
COM
Shares666.91K
TypeSH
Market value$799.91M
6.89%
Sole
666.91K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares3.98M
TypeSH
Market value$796.05M
6.86%
Sole
3.98M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares2.10M
TypeSH
Market value$782.82M
6.74%
Sole
2.10M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares2.17M
TypeSH
Market value$765.04M
6.59%
Sole
2.17M
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares1.96M
TypeSH
Market value$740.47M
6.38%
Sole
1.96M
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares2.81M
TypeSH
Market value$669.72M
5.77%
Sole
2.81M
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares1.81M
TypeSH
Market value$619.49M
5.34%
Sole
1.81M
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares1.14M
TypeSH
Market value$586.51M
5.05%
Sole
1.14M
Shared
0.00
None
0.00

SERVICENOW INC

SOLE
COM
Shares5.37M
TypeSH
Market value$533.15M
4.59%
Sole
5.37M
Shared
0.00
None
0.00

ORACLE CORP

SOLE
COM
Shares3.57M
TypeSH
Market value$523.81M
4.51%
Sole
3.57M
Shared
0.00
None
0.00

SHOPIFY INC

SOLE
CL A SUB VTG SHS
Shares4.58M
TypeSH
Market value$522.66M
4.50%
Sole
4.58M
Shared
0.00
None
0.00

MSCI INC

SOLE
COM
Shares671.80K
TypeSH
Market value$376.23M
3.24%
Sole
671.80K
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares859.04K
TypeSH
Market value$372.25M
3.21%
Sole
859.04K
Shared
0.00
None
0.00

STARBUCKS CORP

SOLE
COM
Shares3.55M
TypeSH
Market value$362.85M
3.13%
Sole
3.55M
Shared
0.00
None
0.00

IDEXX LABS INC

SOLE
COM
Shares532.38K
TypeSH
Market value$280.27M
2.41%
Sole
532.38K
Shared
0.00
None
0.00

GE AEROSPACE

SOLE
COM NEW
Shares690.49K
TypeSH
Market value$258.06M
2.22%
Sole
690.49K
Shared
0.00
None
0.00

COSTAR GROUP INC

SOLE
COM
Shares8.76M
TypeSH
Market value$248.06M
2.14%
Sole
8.76M
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares501.21K
TypeSH
Market value$239.36M
2.06%
Sole
501.21K
Shared
0.00
None
0.00

AIRBNB INC

SOLE
COM CL A
Shares1.65M
TypeSH
Market value$236.10M
2.03%
Sole
1.65M
Shared
0.00
None
0.00

GE VERNOVA INC

SOLE
COM
Shares196.61K
TypeSH
Market value$230.99M
1.99%
Sole
196.61K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares329.57K
TypeSH
Market value$185.65M
1.60%
Sole
329.57K
Shared
0.00
None
0.00

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares447.94K
TypeSH
Market value$178.14M
1.53%
Sole
447.94K
Shared
0.00
None
0.00

ATI INC

SOLE
COM
Shares819.24K
TypeSH
Market value$161.47M
1.39%
Sole
819.24K
Shared
0.00
None
0.00

HOWMET AEROSPACE INC

SOLE
COM
Shares457.12K
TypeSH
Market value$122.90M
1.06%
Sole
457.12K
Shared
0.00
None
0.00

EMCOR GROUP INC

SOLE
COM
Shares103.12K
TypeSH
Market value$85.58M
0.74%
Sole
103.12K
Shared
0.00
None
0.00
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