POLEN CAPITAL MANAGEMENT LLC Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$31.8B
Holdings
117
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (117 positions)
| Stock | Value |
|---|---|
AMZNAMAZON COM INC | $3.4B |
MSFTMICROSOFT CORP | $2.2B |
VVISA INC | $2.1B |
ORCLORACLE CORP | $1.8B |
MAMASTERCARD INCORPORATED | $1.8B |
ABTABBOTT LABS | $1.5B |
SHOPSHOPIFY INC | $1.5B |
LLYELI LILLY & CO | $1.4B |
ZTSZOETIS INC | $1.4B |
AONAON PLC | $1.2B |
GOOGALPHABET INC | $1.2B |
TMOTHERMO FISHER SCIENTIFIC INC | $1.2B |
ADBEADOBE INC | $1.1B |
MSCIMSCI INC | $1.1B |
ACNACCENTURE PLC IRELAND | $1.0B |
ABNBAIRBNB INC | $923.0M |
WDAYWORKDAY INC | $921.2M |
NFLXNETFLIX INC | $828.2M |
NOWSERVICENOW INC | $756.1M |
PAYCPAYCOM SOFTWARE INC | $676.8M |
AAPLAPPLE INC | $595.6M |
UNHUNITEDHEALTH GROUP INC | $543.4M |
CSGPCOSTAR GROUP INC | $523.1M |
SBUXSTARBUCKS CORP | $503.5M |
ITGARTNER INC | $350.7M |
SAPSAP SE | $145.7M |
IWFISHARES TR | $139.2M |
MLB1MERCADOLIBRE INC | $133.7M |
WTWWILLIS TOWERS WATSON PLC LTD | $123.9M |
ICLRICON PLC | $111.1M |
GOOGLALPHABET INC | $94.5M |
GLOBGLOBANT S A | $91.2M |
NVONOVO-NORDISK A S | $69.6M |
MDTMEDTRONIC PLC | $56.6M |
ADPAUTOMATIC DATA PROCESSING IN | $50.9M |
ACWIISHARES TR | $44.8M |
HDBHDFC BANK LTD | $43.3M |
ASMLASML HOLDING N V | $34.9M |
NUNU HLDGS LTD | $30.4M |
TMETENCENT MUSIC ENTMT GROUP | $28.5M |
SPOTSPOTIFY TECHNOLOGY S A | $21.3M |
MNDYMONDAY COM LTD | $17.3M |
EXLSEXLSERVICE HOLDINGS INC | $12.3M |
ONONON HLDG AG | $10.5M |
PDDPDD HOLDINGS INC | $7.8M |
HLNEHAMILTON LANE INC | $7.8M |
MEDPMEDPACE HLDGS INC | $7.5M |
GSHDGOOSEHEAD INS INC | $7.2M |
IEIINSIGHT ENTERPRISES INC | $6.3M |
CNMCORE & MAIN INC | $6.0M |
PCTYPAYLOCITY HLDG CORP | $5.9M |
PGNYPROGYNY INC | $5.8M |
RMBS*RAMBUS INC DEL | $5.6M |
VUGVANGUARD INDEX FDS | $5.4M |
LVSLAS VEGAS SANDS CORP | $5.4M |
DLODLOCAL LTD | $5.2M |
HLIHOULIHAN LOKEY INC | $5.2M |
FSVFIRSTSERVICE CORP NEW | $4.9M |
CCCCCC INTELLIGENT SOLUTIONS HL | $4.9M |
AITAPPLIED INDL TECHNOLOGIES IN | $4.8M |
TREXTREX CO INC | $4.6M |
YUMCYUM CHINA HLDGS INC | $4.5M |
ELFE L F BEAUTY INC | $4.4M |
GNRCGENERAC HLDGS INC | $4.2M |
BROSDUTCH BROS INC | $4.2M |
RGENREPLIGEN CORP | $3.9M |
AAONAAON INC | $3.9M |
CATHGLOBAL X FDS | $3.6M |
RVLVREVOLVE GROUP INC | $3.4M |
CWANCLEARWATER ANALYTICS HLDGS I | $3.3M |
ACWXISHARES TR | $3.3M |
WSCWILLSCOT HLDGS CORP | $3.3M |
BDCBELDEN INC | $3.1M |
FNFABRINET | $3.0M |
EPAMEPAM SYS INC | $2.8M |
TECHBIO-TECHNE CORP | $2.7M |
IBPINSTALLED BLDG PRODS INC | $2.7M |
WRBYWARBY PARKER INC | $2.7M |
BLBLACKLINE INC | $2.7M |
SITESITEONE LANDSCAPE SUPPLY INC | $2.6M |
ROADCONSTRUCTION PARTNERS INC | $2.5M |
SGOVISHARES TR | $2.3M |
CRMSALESFORCE INC | $2.2M |
QLYSQUALYS INC | $2.1M |
KNSLKINSALE CAP GROUP INC | $2.1M |
IWMISHARES TR | $2.1M |
POOLPOOL CORP | $1.8M |
BLDTOPBUILD CORP | $1.5M |
VTVANGUARD INTL EQUITY INDEX F | $1.3M |
DTDYNATRACE INC | $1.3M |
SKILSKILLSOFT CORP | $1.1M |
MORNMORNINGSTAR INC | $1.1M |
OLLIOLLIES BARGAIN OUTLET HLDGS | $1.0M |
ENQENTEGRIS INC | $1.0M |
LGIHLGI HOMES INC | $965K |
CIGICOLLIERS INTL GROUP INC | $962K |
HCQAMN HEALTHCARE SVCS INC | $943K |
MKTXMARKETAXESS HLDGS INC | $875K |
SAIASAIA INC | $861K |
SPYSPDR S&P 500 ETF TR | $810K |
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