POLEN CAPITAL MANAGEMENT LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$30.8B
Holdings
232
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (232 positions)
| Stock | Value |
|---|---|
ORCLORACLE CORP | $2.6B |
MSFTMICROSOFT CORP | $2.6B |
AMZNAMAZON COM INC | $2.5B |
SHOPSHOPIFY INC | $1.6B |
MAMASTERCARD INCORPORATED | $1.6B |
VVISA INC | $1.5B |
AVGOBROADCOM INC | $1.5B |
LLYELI LILLY & CO | $1.2B |
NVDANVIDIA CORPORATION | $1.2B |
GOOGALPHABET INC | $1.1B |
ZTSZOETIS INC | $1.1B |
NOWSERVICENOW INC | $1.0B |
ABTABBOTT LABS | $993.9M |
MSCIMSCI INC | $898.7M |
AONAON PLC | $887.9M |
SBUXSTARBUCKS CORP | $751.3M |
IDXXIDEXX LABS INC | $720.1M |
ADBEADOBE INC | $655.1M |
ACNACCENTURE PLC IRELAND | $607.1M |
NFLXNETFLIX INC | $574.1M |
PAYCPAYCOM SOFTWARE INC | $548.7M |
BSXBOSTON SCIENTIFIC CORP | $546.6M |
CSGPCOSTAR GROUP INC | $538.4M |
SNPSSYNOPSYS INC | $515.5M |
ABNBAIRBNB INC | $482.6M |
INTUINTUIT | $451.9M |
WDAYWORKDAY INC | $448.3M |
UBERUBER TECHNOLOGIES INC | $447.8M |
MLB1MERCADOLIBRE INC | $115.7M |
GOOGLALPHABET INC | $115.1M |
IWFISHARES TR | $106.7M |
SAPSAP SE | $92.2M |
ICLRICON PLC | $77.6M |
WTWWILLIS TOWERS WATSON PLC LTD | $75.9M |
TMOTHERMO FISHER SCIENTIFIC INC | $55.5M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $49.5M |
ACWIISHARES TR | $26.3M |
NUNU HLDGS LTD | $24.7M |
MNDYMONDAY COM LTD | $24.4M |
HDBHDFC BANK LTD | $20.3M |
ASMLASML HOLDING N V | $19.2M |
HYGISHARES TR | $16.2M |
TMETENCENT MUSIC ENTMT GROUP | $13.1M |
SESEA LTD | $12.6M |
MDTMEDTRONIC PLC | $11.9M |
BEBLOOM ENERGY CORP | $11.1M |
ONONON HLDG AG | $10.9M |
AGXARGAN INC | $10.1M |
DLODLOCAL LTD | $10.0M |
RSPINVESCO EXCHANGE TRADED FD T | $8.5M |
PDDPDD HOLDINGS INC | $8.4M |
MMYTMAKEMYTRIP LIMITED MAURITIUS | $8.2M |
GLOBGLOBANT S A | $7.8M |
SPOTSPOTIFY TECHNOLOGY S A | $7.7M |
WGSGENEDX HOLDINGS CORP | $7.3M |
VISTVISTA ENERGY S.A.B. DE C.V. | $7.3M |
POWLPOWELL INDS INC | $7.1M |
IBNICICI BANK LIMITED | $6.8M |
BWXTBWX TECHNOLOGIES INC | $6.8M |
—RAMACO RES INC | $6.1M |
VSECVSE CORP | $5.7M |
VUGVANGUARD INDEX FDS | $5.6M |
JOBYJOBY AVIATION INC | $5.1M |
IESCIES HLDGS INC | $4.8M |
KAROKAROOOOO LTD | $4.7M |
MODMODINE MFG CO | $4.6M |
ADPTADAPTIVE BIOTECHNOLOGIES COR | $4.4M |
ACWXISHARES TR | $4.0M |
CVNACARVANA CO | $3.9M |
AAPLAPPLE INC | $3.9M |
TSLATESLA INC | $3.8M |
SOFISOFI TECHNOLOGIES INC | $3.8M |
PRCHPORCH GROUP INC | $3.6M |
AMPXAMPRIUS TECHNOLOGIES INC | $3.6M |
HCIHCI GROUP INC | $3.5M |
CCOCAMECO CORP | $3.2M |
QQEWFIRST TR EXCHANGE-TRADED FD | $3.2M |
CECOCECO ENVIRONMENTAL CORP | $3.1M |
SMRNUSCALE PWR CORP | $3.0M |
PTONPELOTON INTERACTIVE INC | $2.9M |
AMSCAMERICAN SUPERCONDUCTOR CORP | $2.8M |
BELFBBEL FUSE INC | $2.8M |
WWAYFAIR INC | $2.7M |
VOVANGUARD INDEX FDS | $2.6M |
CATHGLOBAL X FDS | $2.5M |
DAVEDAVE INC | $2.5M |
FSLRFIRST SOLAR INC | $2.5M |
ATROASTRONICS CORP | $2.5M |
ITGARTNER INC | $2.4M |
AFRMAFFIRM HLDGS INC | $2.4M |
IEIVANHOE ELECTRIC INC | $2.4M |
HTDCORCEPT THERAPEUTICS INC | $2.4M |
PGYPAGAYA TECHNOLOGIES LTD | $2.3M |
ASPIASP ISOTOPES INC | $2.2M |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $2.2M |
IRMDIRADIMED CORP | $2.0M |
FTITECHNIPFMC PLC | $2.0M |
CVLTCOMMVAULT SYS INC | $2.0M |
HHHHOWARD HUGHES HOLDINGS INC | $2.0M |
BBIOBRIDGEBIO PHARMA INC | $1.9M |
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