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Free — 5 of 279

Data as of Q4 2025

All position changes for POLEN CAPITAL MANAGEMENT LLC. Excludes unchanged positions.

Unique Stocks

279

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	AMZN Amazon.com Inc	Decreased	8.7M	-23.1%	$2B	8.5%	0
2025-Q4	MSFT Microsoft Corp	Decreased	3.9M	-22.1%	$1.9B	8.1%	0
2025-Q4	ORCL Oracle Corp	Decreased	7.2M	-22.6%	$1.4B	6.0%	0
2025-Q4	LLY Eli Lilly & Co	Decreased	1.2M	-23.2%	$1.3B	5.7%	0
2025-Q4	GOOG Alphabet Inc	Decreased	4M	-13.4%	$1.3B	5.4%	0
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