POLEN CAPITAL MANAGEMENT LLC

PrivateCIK: 1034524
Location

BOCA RATON, FL

221
Positions
$14.46B
Total AUM (reported)
89.55M
Total Shares

Allocation by class

TOTAL AUM$14.46B221 positions
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 319.0%4–1037.4%11–2538.0%Rest5.7%TOP 1056.3%0%100%
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

SOLE
COM
Shares2.85M
TypeSH
Market value$1.05B
7.29%
Sole
2.85M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares2.95M
TypeSH
Market value$845.27M
5.85%
Sole
2.95M
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares914.56K
TypeSH
Market value$841.18M
5.82%
Sole
914.56K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares2.70M
TypeSH
Market value$834.92M
5.78%
Sole
2.70M
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares3.90M
TypeSH
Market value$811.57M
5.61%
Sole
3.90M
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares1.54M
TypeSH
Market value$770.17M
5.33%
Sole
1.54M
Shared
0.00
None
0.00

SERVICENOW INC

SOLE
COM
Shares7.27M
TypeSH
Market value$760.02M
5.26%
Sole
7.27M
Shared
0.00
None
0.00

SHOPIFY INC

SOLE
CL A SUB VTG SHS
Shares6.31M
TypeSH
Market value$748.11M
5.17%
Sole
6.31M
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares2.45M
TypeSH
Market value$739.21M
5.11%
Sole
2.45M
Shared
0.00
None
0.00

ORACLE CORP

SOLE
COM
Shares5.02M
TypeSH
Market value$739.12M
5.11%
Sole
5.02M
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares4.10M
TypeSH
Market value$715.78M
4.95%
Sole
4.10M
Shared
0.00
None
0.00

COSTAR GROUP INC

SOLE
COM
Shares12.57M
TypeSH
Market value$507.09M
3.51%
Sole
12.57M
Shared
0.00
None
0.00

MSCI INC

SOLE
COM
Shares929.51K
TypeSH
Market value$501.01M
3.47%
Sole
929.51K
Shared
0.00
None
0.00

ZOETIS INC

SOLE
CL A
Shares4.22M
TypeSH
Market value$499.21M
3.45%
Sole
4.22M
Shared
0.00
None
0.00

STARBUCKS CORP

SOLE
COM
Shares5.06M
TypeSH
Market value$452.92M
3.13%
Sole
5.06M
Shared
0.00
None
0.00

AON PLC

SOLE
SHS CL A
Shares1.35M
TypeSH
Market value$437.06M
3.02%
Sole
1.35M
Shared
0.00
None
0.00

IDEXX LABS INC

SOLE
COM
Shares695.81K
TypeSH
Market value$390.97M
2.70%
Sole
695.81K
Shared
0.00
None
0.00

AIRBNB INC

SOLE
COM CL A
Shares2.27M
TypeSH
Market value$287.13M
1.99%
Sole
2.27M
Shared
0.00
None
0.00

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares606.83K
TypeSH
Market value$279.74M
1.94%
Sole
606.83K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares476.66K
TypeSH
Market value$272.71M
1.89%
Sole
476.66K
Shared
0.00
None
0.00

ACCENTURE PLC IRELAND

SOLE
SHS CLASS A
Shares1.35M
TypeSH
Market value$268.63M
1.86%
Sole
1.35M
Shared
0.00
None
0.00

SYNOPSYS INC

SOLE
COM
Shares671.23K
TypeSH
Market value$266.13M
1.84%
Sole
671.23K
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares1.05M
TypeSH
Market value$225.30M
1.56%
Sole
1.05M
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares2.92M
TypeSH
Market value$209.89M
1.45%
Sole
2.92M
Shared
0.00
None
0.00

ISHARES TR

SOLE
RUS 1000 GRW ETF
Shares406.86K
TypeSH
Market value$173.49M
1.20%
Sole
406.86K
Shared
0.00
None
0.00
Page 1 of 9