POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings240 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 13.9M | $3.1B | 9.4% | $108.98 | +104.91% | 18 qtrssince 2021-Q1 | Decreased 0 |
MICROSOFT CORP | 5.4M | $2.7B | 8.3% | $191.85 | +157.59% | 27 qtrssince 2018-Q4 | Decreased 0 |
ORACLE CORP | 12M | $2.6B | 8.0% | $162.03 | +28.91% | 4 qtrssince 2024-Q3 | Decreased 0 |
VISA INC-CLASS A SHARES | 5.6M | $2B | 6.1% | $174.11 | +101.95% | 27 qtrssince 2018-Q4 | Decreased 0 |
SHOPIFY INC - CLASS A | 14.7M | $1.7B | 5.2% | $67.88 | +67.44% | 17 qtrssince 2021-Q2 | Decreased 0 |
MASTERCARD INC - A | 3M | $1.7B | 5.2% | $261.89 | +109.26% | 27 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 10.7M | $1.5B | 4.5% | $84.45 | +56.71% | 24 qtrssince 2019-Q3 | Decreased 0 |
ELI LILLY & CO | 1.7M | $1.4B | 4.2% | $710.89 | +8.73% | 8 qtrssince 2023-Q3 | Decreased 0 |
ZOETIS INC | 8.4M | $1.3B | 4.0% | $128.56 | +18.62% | 27 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 3.4M | $1.3B | 4.0% | $359.68 | +7.56% | 27 qtrssince 2018-Q4 | Increased 69 |
SERVICENOW INC | 1.2M | $1.2B | 3.7% | $95.46 | +114.21% | 23 qtrssince 2019-Q4 | Increased 71 |
ALPHABET INC-CL C | 6.6M | $1.2B | 3.6% | $95.45 | +86.48% | 27 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 815,234 | $1.1B | 3.4% | $38.10 | +247.27% | 18 qtrssince 2021-Q1 | Decreased 0 |
MSCI INC | 1.7M | $1B | 3.1% | $495.39 | +14.41% | 8 qtrssince 2023-Q3 | Decreased 0 |
AON PLC | 2.7M | $979.5M | 3.0% | $357.53 | -0.69% | 20 qtrssince 2020-Q3 | Decreased 0 |
AIRBNB INC-CLASS A | 7.4M | $973.3M | 3.0% | $168.32 | -21.38% | 16 qtrssince 2021-Q3 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 2.2M | $888.1M | 2.7% | $558.17 | -26.97% | 11 qtrssince 2022-Q4 | Decreased 0 |
STARBUCKS CORP | 9.7M | $885.9M | 2.7% | $91.73 | -3.24% | 2 qtrssince 2025-Q1 | Increased 85 |
ACCENTURE PLC-CL A | 2.9M | $880.9M | 2.7% | $150.59 | +93.50% | 27 qtrssince 2018-Q4 | Decreased 0 |
WORKDAY INC-CLASS A | 3.6M | $857.3M | 2.6% | $231.67 | +2.46% | 9 qtrssince 2023-Q2 | Decreased 0 |
POLEN CAPITAL MANAGEMENT LLC manages $32.6B across 240 positions as of Q2 2025. Top holdings: AMZN (9.4%), MSFT (8.3%), ORCL (8.0%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 151 new positions, 28 exits, 9 increased. Top move: SBUX (INCREASED, conviction 85). Portfolio: $32.6B across 240 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
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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