Universe · entity
POLEN CAPITAL MANAGEMENT LLC
Institutional manager (13F) · CIK 1034524
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $14.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | MICROSOFT CORP | $1.1B | 2,845,888 |
| 2 | ALPHABET INC | $845M | 2,946,637 |
| 3 | ELI LILLY & CO | $841M | 914,557 |
| 4 | BROADCOM INC | $835M | 2,697,567 |
| 5 | AMAZON COM INC | $812M | 3,896,739 |
| 6 | MASTERCARD INCORPORATED | $770M | 1,541,388 |
| 7 | SERVICENOW INC | $760M | 7,269,453 |
| 8 | SHOPIFY INC | $748M | 6,306,740 |
| 9 | VISA INC | $739M | 2,445,760 |
| 10 | ORACLE CORP | $739M | 5,024,257 |
| 11 | NVIDIA CORPORATION | $716M | 4,104,247 |
| 12 | COSTAR GROUP INC | $507M | 12,570,368 |
| 13 | MSCI INC | $501M | 929,509 |
| 14 | ZOETIS INC | $499M | 4,223,076 |
| 15 | STARBUCKS CORP | $453M | 5,055,488 |
| 16 | AON PLC | $437M | 1,354,053 |
| 17 | IDEXX LABS INC | $391M | 695,811 |
| 18 | AIRBNB INC | $287M | 2,273,747 |
| 19 | INTUITIVE SURGICAL INC | $280M | 606,826 |
| 20 | META PLATFORMS INC | $273M | 476,663 |
| 21 | ACCENTURE PLC IRELAND | $269M | 1,354,748 |
| 22 | SYNOPSYS INC | $266M | 671,233 |
| 23 | LAM RESEARCH CORP | $225M | 1,054,495 |
| 24 | UBER TECHNOLOGIES INC | $210M | 2,917,928 |
| 25 | ISHARES TR | $173M | 406,863 |
| 26 | ROLLINS INC | $116M | 2,177,678 |
| 27 | MERCADOLIBRE INC | $60M | 34,452 |
| 28 | TAIWAN SEMICONDUCTOR MANUFAC | $59M | 174,686 |
| 29 | SPOTIFY TECHNOLOGY S A | $52M | 107,429 |
| 30 | ISHARES TR | $42M | 306,415 |
| 31 | BOSTON SCIENTIFIC CORP | $36M | 579,739 |
| 32 | ASML HLDG NV | $21M | 16,072 |
| 33 | NU HLDGS LTD | $17M | 1,217,238 |
| 34 | SAP SE | $11M | 66,674 |
| 35 | ARGAN INC | $10M | 17,981 |
| 36 | POWELL INDS INC | $9M | 17,485 |
| 37 | BLOOM ENERGY CORP | $9M | 67,231 |
| 38 | INTUIT | $9M | 19,853 |
| 39 | BEL FUSE INC | $9M | 43,339 |
| 40 | CECO ENVIRONMENTAL CORP | $9M | 143,231 |
| 41 | DIGITALOCEAN HLDGS INC | $8M | 96,206 |
| 42 | ALPHABET INC | $8M | 28,195 |
| 43 | NETFLIX INC. | $8M | 83,285 |
| 44 | BWX TECHNOLOGIES INC | $8M | 38,123 |
| 45 | VSE CORP | $8M | 42,040 |
| 46 | AMPRIUS TECHNOLOGIES INC | $7M | 422,145 |
| 47 | CLEAR SECURE INC | $7M | 145,900 |
| 48 | VANGUARD INDEX FDS | $7M | 16,030 |
| 49 | FASTLY INC | $7M | 238,518 |
| 50 | MODINE MFG CO | $6M | 29,042 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.