POLEN CAPITAL MANAGEMENT LLC 13F Holdings

CIK 0001034524 · BOCA RATON, FL

As of Sep 30, 2025, POLEN CAPITAL MANAGEMENT LLC reported 232 positions worth $30.8B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ORACLE CORPORCLTechnology9,288,638$2.6B8.48%
MICROSOFT CORPMSFTTechnology5,020,158$2.6B8.44%
AMAZON.COM INCAMZNEquity11,246,528$2.5B8.02%
SHOPIFY INCSHOPTechnology11,060,906 .6B5.34%
MASTERCARD INCMAFinancial Services2,741,243 .6B5.06%
VISA INC-CLASS A SHARESVFinancial Services4,340,224 .5B4.81%
BROADCOM INCAVGOTechnology4,485,854 .5B4.81%
ELI LILLY & COLLYHealthcare1,622,967 .2B4.02%
NVIDIA CORPNVDATechnology6,297,034 .2B3.82%
ALPHABET INCGOOGEquity4,640,242 .1B3.67%
ZOETIS INCZTSHealthcare7,516,911 .1B3.57%
SERVICENOW INCNOWTechnology1,124,076 .0B3.36%
ABBOTT LABORATORIESABTHealthcare7,420,604$993.9M3.23%
MSCI INCMSCIFinancial Services1,583,939$898.7M2.92%
AON PLCAONFinancial Services2,490,167$887.9M2.88%
STARBUCKS CORPSBUXConsumer Cyclical8,881,141$751.3M2.44%
IDEXX LABORATORIES INCIDXXHealthcare1,127,147$720.1M2.34%
ADOBE INCADBETechnology1,857,198$655.1M2.13%
ACCENTURE PLCACNTechnology2,461,759$607.1M1.97%
NETFLIX INCNFLXCommunication Services478,880$574.1M1.86%
PAYCOM SOFTWARE INCPAYCTechnology2,636,423$548.7M1.78%
BOSTON SCIENTIFIC CORPBSXHealthcare5,598,286$546.6M1.77%
COSTAR GROUP INCCSGPReal Estate6,380,909$538.4M1.75%
SYNOPSYS INCSNPSTechnology1,044,800$515.5M1.67%
AIRBNB INCABNBIndustrials3,974,571$482.6M1.57%