POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings232 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ORACLE CORP | 9.3M | $2.6B | 8.5% | $162.03 | +73.75% | 5 qtrssince 2024-Q3 | Decreased 0 |
MICROSOFT CORP | 5M | $2.6B | 8.4% | $191.85 | +167.73% | 28 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 11.2M | $2.5B | 8.0% | $108.98 | +103.87% | 19 qtrssince 2021-Q1 | Decreased 0 |
SHOPIFY INC - CLASS A | 11.1M | $1.6B | 5.3% | $67.88 | +119.52% | 18 qtrssince 2021-Q2 | Decreased 0 |
MASTERCARD INC - A | 2.7M | $1.6B | 5.1% | $261.89 | +116.33% | 28 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 4.3M | $1.5B | 4.8% | $174.11 | +94.52% | 28 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 4.5M | $1.5B | 4.8% | $328.07 | 0.00% | 1 qtr | New 88 |
ELI LILLY & CO | 1.6M | $1.2B | 4.0% | $710.89 | +6.66% | 9 qtrssince 2023-Q3 | Decreased 0 |
NVIDIA CORP | 6.3M | $1.2B | 3.8% | $181.77 | +0.04% | 2 qtrssince 2025-Q2 | Increased 94 |
ALPHABET INC-CL C | 4.6M | $1.1B | 3.7% | $95.45 | +155.84% | 28 qtrssince 2018-Q4 | Decreased 0 |
ZOETIS INC | 7.5M | $1.1B | 3.6% | $128.56 | +11.67% | 28 qtrssince 2018-Q4 | Decreased 0 |
SERVICENOW INC | 1.1M | $1B | 3.4% | $95.46 | +97.13% | 24 qtrssince 2019-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 7.4M | $993.9M | 3.2% | $84.45 | +55.02% | 25 qtrssince 2019-Q3 | Decreased 0 |
MSCI INC | 1.6M | $898.7M | 2.9% | $495.39 | +12.92% | 9 qtrssince 2023-Q3 | Decreased 0 |
AON PLC | 2.5M | $887.9M | 2.9% | $357.53 | -0.53% | 21 qtrssince 2020-Q3 | Decreased 0 |
STARBUCKS CORP | 8.9M | $751.3M | 2.4% | $91.73 | -10.07% | 3 qtrssince 2025-Q1 | Decreased 0 |
IDEXX LABORATORIES INC | 1.1M | $720.1M | 2.3% | $531.32 | +18.68% | 2 qtrssince 2025-Q2 | Decreased 0 |
ADOBE INC | 1.9M | $655.1M | 2.1% | $359.68 | -1.93% | 28 qtrssince 2018-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 2.5M | $607.1M | 2.0% | $150.59 | +60.45% | 28 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 478,880 | $574.1M | 1.9% | $38.10 | +216.64% | 19 qtrssince 2021-Q1 | Decreased 0 |
POLEN CAPITAL MANAGEMENT LLC manages $30.8B across 232 positions as of Q3 2025. Top holdings: ORCL (8.5%), MSFT (8.4%), AMZN (8.0%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 52 new positions, 60 exits, 68 increased. Top move: NVDA (INCREASED, conviction 94). Portfolio: $30.8B across 232 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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