POLEN CAPITAL MANAGEMENT LLC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$23.4B

Total Positions

231

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

AMZN8.53%

MSFT8.07%

ORCL5.98%

LLY5.72%

GOOG5.38%

AVGO5.22%

MA5.20%

V5.05%

SHOP4.95%

NVDA4.24%

Other34.39%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

RHLD3Q held

RESOLUTE HLDGS MGMT INC

Avg $46.51 · $3.4M est. P&L

Est. P&L

+344.66%

GOOG29Q held

Alphabet Inc

Avg $95.45 · $880.4M est. P&L

Est. P&L

+229.55%

GOOGL29Q held

Alphabet Inc

Avg $96.59 · $6.7M est. P&L

Est. P&L

+224.94%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 231 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AMZN Amazon.com Inc	8.7M	$2B	8.5%	—	$108.98	+113.38%	20 qtrs	Decreased 0
MSFT Microsoft Corp	3.9M	$1.9B	8.1%	—	$191.85	+154.09%	29 qtrs	Decreased 0
ORCL Oracle Corp	7.2M	$1.4B	6.0%	—	$162.03	+21.39%	6 qtrs	Decreased 0
LLY Eli Lilly & Co	1.2M	$1.3B	5.7%	—	$713.08	+51.17%	10 qtrs	Decreased 0
GOOG Alphabet Inc	4M	$1.3B	5.4%	—	$95.45	+229.55%	29 qtrs	Decreased 0
AVGO Broadcom Inc	3.5M	$1.2B	5.2%	—	$327.27	+6.90%	2 qtrs	Decreased 0
MA Mastercard Inc	2.1M	$1.2B	5.2%	—	$261.89	+120.15%	29 qtrs	Decreased 0
V Visa Inc	3.4M	$1.2B	5.1%	—	$174.76	+101.93%	29 qtrs	Decreased 0
SHOP Shopify Inc	7.2M	$1.2B	4.9%	—	$67.88	+141.24%	19 qtrs	Decreased 0
NVDA NVIDIA Corp	5.3M	$993.7M	4.2%	—	$181.77	+3.17%	3 qtrs	Decreased 0
NOW ServiceNow Inc	5.7M	$870.2M	3.7%	—	$142.60	+8.16%	25 qtrs	Increased 94
MSCI MSCI Inc	1.3M	$763.7M	3.3%	—	$497.23	+16.64%	10 qtrs	Decreased 0
ZTS Zoetis Inc	5.6M	$699.9M	3.0%	—	$129.12	-2.52%	29 qtrs	Decreased 0
AON Aon PLC	1.8M	$651.5M	2.8%	—	$355.50	+0.28%	22 qtrs	Decreased 0
IDXX IDEXX Laboratories Inc	960,537	$649.8M	2.8%	—	$531.32	+28.42%	3 qtrs	Decreased 0
SBUX Starbucks Corp	6.8M	$571.4M	2.4%	—	$92.84	-8.77%	4 qtrs	Decreased 0
ACN Accenture PLC	1.9M	$505.1M	2.2%	—	$153.06	+76.40%	29 qtrs	Decreased 0
ABT Abbott Laboratories	4M	$496.4M	2.1%	—	$85.47	+46.42%	26 qtrs	Decreased 0
ISRG Intuitive Surgical Inc	842,618	$477.2M	2.0%	—	$572.63	0.00%	1 qtr	New 81
ADBE Adobe Inc	1.3M	$470.9M	2.0%	—	$358.11	-1.56%	29 qtrs	Decreased 0
ABNB Airbnb Inc	3M	$411.3M	1.8%	—	$169.03	-19.00%	18 qtrs	Decreased 0
SNPS Synopsys Inc	844,881	$396.9M	1.7%	—	$481.61	-1.48%	2 qtrs	Decreased 0
BSX Boston Scientific Corp	4M	$383.3M	1.6%	—	$97.04	-1.06%	2 qtrs	Decreased 0
IWF ISHARES TR	776,086	$367.3M	1.6%	—	$449.32	+6.15%	29 qtrs	Increased 79
INTU Intuit Inc	512,656	$339.6M	1.4%	—	$692.15	-3.40%	2 qtrs	Decreased 0
Showing 25 of 231 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

BKDBROOKDALE SR LIVING INC

Q3 2025 → Q4 2025+116,575 shares+$1.6M

XERSXERIS BIOPHARMA HOLDINGS INC

Q3 2025 → Q4 2025+422 shares+$426,234

LUXELUXEXPERIENCE BV

Q3 2025 → Q4 2025+19,799 shares+$177,810

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer