POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings234 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 8.7M | $2B | 8.5% | $108.98 | +113.38% | 20 qtrssince 2021-Q1 | Decreased 0 |
MICROSOFT CORP | 3.9M | $1.9B | 8.1% | $191.85 | +154.09% | 29 qtrssince 2018-Q4 | Decreased 0 |
ORACLE CORP | 7.2M | $1.4B | 6.0% | $162.03 | +21.39% | 6 qtrssince 2024-Q3 | Decreased 0 |
ELI LILLY & CO | 1.2M | $1.3B | 5.7% | $710.89 | +50.45% | 10 qtrssince 2023-Q3 | Decreased 0 |
ALPHABET INC-CL C | 4M | $1.3B | 5.4% | $95.45 | +229.55% | 29 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 3.5M | $1.2B | 5.2% | $327.27 | +6.90% | 2 qtrssince 2025-Q3 | Decreased 0 |
MASTERCARD INC - A | 2.1M | $1.2B | 5.2% | $261.89 | +120.15% | 29 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 3.4M | $1.2B | 5.1% | $174.11 | +100.23% | 29 qtrssince 2018-Q4 | Decreased 0 |
SHOPIFY INC - CLASS A | 7.2M | $1.2B | 4.9% | $67.88 | +141.24% | 19 qtrssince 2021-Q2 | Decreased 0 |
NVIDIA CORP | 5.3M | $993.7M | 4.2% | $181.77 | +3.17% | 3 qtrssince 2025-Q2 | Decreased 0 |
SERVICENOW INC | 5.7M | $870.2M | 3.7% | $142.60 | +8.16% | 25 qtrssince 2019-Q4 | Increased 94 |
MSCI INC | 1.3M | $763.7M | 3.3% | $495.39 | +14.53% | 10 qtrssince 2023-Q3 | Decreased 0 |
ZOETIS INC | 5.6M | $699.9M | 3.0% | $128.56 | -3.64% | 29 qtrssince 2018-Q4 | Decreased 0 |
AON PLC | 1.8M | $651.5M | 2.8% | $357.53 | -1.56% | 22 qtrssince 2020-Q3 | Decreased 0 |
IDEXX LABORATORIES INC | 960,537 | $649.8M | 2.8% | $531.32 | +28.42% | 3 qtrssince 2025-Q2 | Decreased 0 |
STARBUCKS CORP | 6.8M | $571.4M | 2.4% | $91.73 | -9.84% | 4 qtrssince 2025-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 1.9M | $505.1M | 2.2% | $150.59 | +74.57% | 29 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 4M | $496.4M | 2.1% | $84.45 | +45.65% | 26 qtrssince 2019-Q3 | Decreased 0 |
INTUITIVE SURGICAL INC | 842,618 | $477.2M | 2.0% | $572.63 | 0.00% | 1 qtr | New 81 |
ADOBE INC | 1.3M | $470.9M | 2.0% | $359.68 | -2.69% | 29 qtrssince 2018-Q4 | Decreased 0 |
POLEN CAPITAL MANAGEMENT LLC manages $23.4B across 234 positions as of Q4 2025. Top holdings: AMZN (8.5%), MSFT (8.1%), ORCL (6.0%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 56 new positions, 57 exits, 45 increased. Top move: NOW (INCREASED, conviction 94). Portfolio: $23.4B across 234 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