POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings117 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 17.7M | $3.4B | 10.6% | $108.98 | +76.85% | 17 qtrssince 2021-Q1 | Decreased 0 |
MICROSOFT CORP | 5.9M | $2.2B | 7.0% | $191.85 | +96.39% | 26 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 6M | $2.1B | 6.6% | $174.11 | +99.01% | 26 qtrssince 2018-Q4 | Decreased 0 |
ORACLE CORP | 12.6M | $1.8B | 5.5% | $162.03 | -13.93% | 3 qtrssince 2024-Q3 | Increased 72 |
MASTERCARD INC - A | 3.2M | $1.8B | 5.5% | $261.89 | +105.24% | 26 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 11.4M | $1.5B | 4.7% | $84.45 | +52.13% | 23 qtrssince 2019-Q3 | Decreased 0 |
SHOPIFY INC - CLASS A | 15.3M | $1.5B | 4.6% | $67.88 | +42.44% | 16 qtrssince 2021-Q2 | Decreased 0 |
ELI LILLY & CO | 1.8M | $1.4B | 4.6% | $710.89 | +14.96% | 7 qtrssince 2023-Q3 | Increased 76 |
ZOETIS INC | 8.8M | $1.4B | 4.5% | $128.56 | +24.82% | 26 qtrssince 2018-Q4 | Increased 68 |
AON PLC | 3M | $1.2B | 3.8% | $357.53 | +10.86% | 19 qtrssince 2020-Q3 | Increased 94 |
ALPHABET INC-CL C | 7.4M | $1.2B | 3.6% | $95.45 | +63.05% | 26 qtrssince 2018-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 2.3M | $1.2B | 3.6% | $558.17 | -10.63% | 10 qtrssince 2022-Q4 | Decreased 0 |
ADOBE INC | 2.8M | $1.1B | 3.4% | $354.48 | +8.19% | 26 qtrssince 2018-Q4 | Decreased 0 |
MSCI INC | 1.9M | $1.1B | 3.3% | $495.39 | +11.83% | 7 qtrssince 2023-Q3 | Decreased 0 |
ACCENTURE PLC-CL A | 3.2M | $1B | 3.1% | $150.59 | +101.02% | 26 qtrssince 2018-Q4 | Decreased 0 |
AIRBNB INC-CLASS A | 7.7M | $923M | 2.9% | $168.32 | -29.03% | 15 qtrssince 2021-Q3 | Decreased 0 |
WORKDAY INC-CLASS A | 3.9M | $921.2M | 2.9% | $231.67 | +2.95% | 8 qtrssince 2023-Q2 | Decreased 0 |
NETFLIX INC | 888,072 | $828.2M | 2.6% | $38.10 | +145.12% | 17 qtrssince 2021-Q1 | Decreased 0 |
SERVICENOW INC | 949,728 | $756.1M | 2.4% | $69.38 | +129.97% | 22 qtrssince 2019-Q4 | Decreased 0 |
PAYCOM SOFTWARE INC | 3.1M | $676.8M | 2.1% | $175.01 | +24.33% | 16 qtrssince 2021-Q2 | Decreased 0 |
POLEN CAPITAL MANAGEMENT LLC manages $31.8B across 117 positions as of Q1 2025. Top holdings: AMZN (10.6%), MSFT (7.0%), V (6.6%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 7 new positions, 14 exits, 34 increased. Top move: AON (INCREASED, conviction 94). Portfolio: $31.8B across 117 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer