POLEN CAPITAL MANAGEMENT LLC
CIK: 0001034524SEC EDGAR →
Portfolio Value
$23.4T
Holdings
231
As of
Q4 2025
New Positions
231
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMAZON COM INC | 8,653,721 | $2.0T | 8.53% |
| 2 | MICROSOFT CORP | 3,909,985 | $1.9T | 8.07% |
| 3 | ORACLE CORP | 7,185,496 | $1.4T | 5.98% |
| 4 | ELI LILLY & CO | 1,246,090 | $1.3T | 5.72% |
| 5 | ALPHABET INC | 4,018,121 | $1.3T | 5.38% |
| 6 | BROADCOM INC | 3,531,637 | $1.2T | 5.22% |
| 7 | MASTERCARD INCORPORATED | 2,131,727 | $1.2T | 5.20% |
| 8 | VISA INC | 3,375,342 | $1.2T | 5.05% |
| 9 | SHOPIFY INC | 7,201,872 | $1.2T | 4.95% |
| 10 | NVIDIA CORPORATION | 5,328,112 | $993.7B | 4.24% |
Quarterly Changes
Top Buys
New Positions (59)
$477.2B · 843K shares
$9.4B · 14K shares
$8.4B · 97K shares
$7.7B · 45K shares
$4.2B · 159K shares
$2.3B · 24K shares
$2.2B · 112K shares
$1.9B · 6K shares
$1.8B · 473K shares
$1.3B · 29K shares
$1.3B · 46K shares
$1.3B · 17K shares
$1.2B · 34K shares
$1.2B · 21K shares
$1.2B · 25K shares
$1.1B · 15K shares
$943.0M · 91K shares
$861.0M · 157K shares
$775.0M · 122K shares
$639.0M · 6K shares
$617.0M · 10K shares
$608.0M · 10K shares
$554.0M · 49K shares
$548.0M · 40K shares
$533.0M · 14K shares
$528.0M · 22K shares
$522.0M · 13K shares
$472.0M · 6K shares
$464.0M · 5K shares
$456.0M · 5K shares
$445.0M · 33K shares
$444.0M · 27K shares
$441.0M · 2K shares
$438.0M · 43K shares
$430.0M · 116K shares
$415.0M · 23K shares
$408.0M · 7K shares
$403.0M · 51K shares
$399.0M · 6K shares
$394.0M · 11K shares
$380.0M · 15K shares
$367.0M · 10K shares
$363.0M · 22K shares
$353.0M · 18K shares
$347.0M · 3K shares
$347.0M · 859 shares
$329.0M · 13K shares
$318.0M · 77K shares
$269.0M · 3K shares
$256.0M · 137K shares
$250.0M · 8K shares
$226.0M · 22K shares
$211.0M · 96K shares
$209.0M · 10K shares
$209.0M · 4K shares
$207.0M · 64K shares
$175.0M · 19K shares
$175.0M · 42K shares
$101.0M · 22K shares
Closed Positions (60)
$16.2B · 200K shares
$11.1B · 131K shares
$8.5B · 45K shares
$7.3B · 211K shares
$6.8B · 37K shares
$3.8B · 143K shares
$3.2B · 23K shares
$2.6B · 9K shares
$2.4B · 28K shares
$2.0B · 10K shares
$1.8B · 67K shares
$1.7B · 11K shares
$1.6B · 37K shares
$1.2B · 92K shares
$1.1B · 41K shares
$1.1B · 11K shares
$1.0B · 60K shares
$980.7M · 235K shares
$858.2M · 6K shares
$821.8M · 25K shares
$780.6M · 81K shares
$777.3M · 14K shares
$745.2M · 5K shares
$716.0M · 13K shares
$695.7M · 10K shares
$656.1M · 9K shares
$635.9M · 5K shares
$571.1M · 14K shares
$553.7M · 9K shares
$534.3M · 3K shares
$527.5M · 7K shares
$509.4M · 3K shares
$504.2M · 2K shares
$503.8M · 7K shares
$499.8M · 6K shares
$480.1M · 19K shares
$478.6M · 8K shares
$477.3M · 21K shares
$449.7M · 3K shares
$435.6M · 113K shares
$434.4M · 9K shares
$405.7M · 3K shares
$395.0M · 538 shares
$352.6M · 3K shares
$349.2M · 2K shares
$331.5M · 87K shares
$320.3M · 40K shares
$316.0M · 693 shares
$246.6M · 3K shares
$244.7M · 4K shares
$221.7M · 9K shares
$214.6M · 299 shares
$207.6M · 753 shares
$207.3M · 902 shares
$207.1M · 5K shares
$172.5M · 13K shares
$148.5M · 15K shares
$110.2M · 12K shares
$99.0M · 18K shares
$92.3M · 45K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 48 | $10.0T | 42.8% |
| Financial Services | 28 | $4.4T | 18.7% |
| Healthcare | 50 | $4.1T | 17.6% |
| Consumer Cyclical | 25 | $3.0T | 12.9% |
| Communication Services | 11 | $1.3T | 5.7% |
| Real Estate | 3 | $330.4B | 1.4% |
| Unknown | 8 | $103.7B | 0.4% |
| Industrials | 48 | $87.6B | 0.4% |
| Energy | 4 | $5.6B | 0.0% |
| Utilities | 3 | $2.4B | 0.0% |
| Basic Materials | 2 | $2.0B | 0.0% |
| Consumer Defensive | 1 | $445.0M | 0.0% |