POLEN CAPITAL MANAGEMENT LLC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$23.4B
Holdings
231
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (231 positions)
| Stock | Value |
|---|---|
AMZNAMAZON COM INC | $2.0T |
MSFTMICROSOFT CORP | $1.9T |
ORCLORACLE CORP | $1.4T |
LLYELI LILLY & CO | $1.3T |
GOOGALPHABET INC | $1.3T |
AVGOBROADCOM INC | $1.2T |
MAMASTERCARD INCORPORATED | $1.2T |
VVISA INC | $1.2T |
SHOPSHOPIFY INC | $1.2T |
NVDANVIDIA CORPORATION | $993.7B |
NOWSERVICENOW INC | $870.2B |
MSCIMSCI INC | $763.7B |
ZTSZOETIS INC | $699.9B |
AONAON PLC | $651.5B |
IDXXIDEXX LABS INC | $649.8B |
SBUXSTARBUCKS CORP | $571.4B |
ACNACCENTURE PLC IRELAND | $505.1B |
ABTABBOTT LABS | $496.4B |
ISRGINTUITIVE SURGICAL INC | $477.2B |
ADBEADOBE INC | $470.9B |
ABNBAIRBNB INC | $411.3B |
SNPSSYNOPSYS INC | $396.9B |
BSXBOSTON SCIENTIFIC CORP | $383.3B |
IWFISHARES TR | $367.3B |
INTUINTUIT | $339.6B |
CSGPCOSTAR GROUP INC | $328.9B |
PAYCPAYCOM SOFTWARE INC | $292.4B |
UBERUBER TECHNOLOGIES INC | $291.4B |
MLB1MERCADOLIBRE INC | $96.5B |
ACWIISHARES TR | $86.3B |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $61.0B |
SAPSAP SE | $56.7B |
SPOTSPOTIFY TECHNOLOGY S A | $41.6B |
NUNU HLDGS LTD | $19.4B |
ICLRICON PLC | $19.2B |
NFLXNETFLIX INC | $16.3B |
VUGVANGUARD INDEX FDS | $16.2B |
HDBHDFC BANK LTD | $13.4B |
ASMLASML HOLDING N V | $12.0B |
MNDYMONDAY COM LTD | $11.7B |
GOOGLALPHABET INC | $9.7B |
IVVISHARES TR | $9.4B |
ONONON HLDG AG | $9.0B |
WTWWILLIS TOWERS WATSON PLC LTD | $9.0B |
ACWXISHARES TR | $8.5B |
BEBLOOM ENERGY CORP | $8.4B |
MDTMEDTRONIC PLC | $8.1B |
AGXARGAN INC | $7.8B |
WGSGENEDX HOLDINGS CORP | $7.8B |
BWXTBWX TECHNOLOGIES INC | $7.7B |
TMETENCENT MUSIC ENTMT GROUP | $7.2B |
DLODLOCAL LTD | $6.6B |
POWLPOWELL INDS INC | $6.5B |
VSECVSE CORP | $5.9B |
GLOBGLOBANT S A | $5.9B |
SESEA LTD | $5.4B |
ADPTADAPTIVE BIOTECHNOLOGIES COR | $5.3B |
VTVANGUARD INTL EQUITY INDEX F | $4.7B |
SPYSPDR S&P 500 ETF TR | $4.6B |
MMYTMAKEMYTRIP LIMITED MAURITIUS | $4.4B |
RHLDRESOLUTE HLDGS MGMT INC | $4.3B |
IESCIES HLDGS INC | $4.3B |
CECOCECO ENVIRONMENTAL CORP | $4.2B |
SOFISOFI TECHNOLOGIES INC | $4.2B |
BELFBBEL FUSE INC | $3.8B |
CVNACARVANA CO | $3.8B |
IBNICICI BANK LIMITED | $3.7B |
TSLATESLA INC | $3.7B |
PDDPDD HOLDINGS INC | $3.6B |
HCIHCI GROUP INC | $3.5B |
KAROKAROOOOO LTD | $3.4B |
JOBYJOBY AVIATION INC | $3.3B |
BBIOBRIDGEBIO PHARMA INC | $2.9B |
ATROASTRONICS CORP | $2.9B |
REALTHE REALREAL INC | $2.8B |
WWAYFAIR INC | $2.7B |
IRMDIRADIMED CORP | $2.6B |
DAVEDAVE INC | $2.6B |
HURNHURON CONSULTING GROUP INC | $2.6B |
CCOCAMECO CORP | $2.6B |
IEIVANHOE ELECTRIC INC | $2.5B |
AFRMAFFIRM HLDGS INC | $2.5B |
WDAYWORKDAY INC | $2.3B |
LASRNLIGHT INC | $2.3B |
AMPXAMPRIUS TECHNOLOGIES INC | $2.3B |
CATHGLOBAL X FDS | $2.3B |
SPHRSPHERE ENTERTAINMENT CO | $2.3B |
ITGARTNER INC | $2.2B |
PLPLANET LABS PBC | $2.2B |
FSLRFIRST SOLAR INC | $2.2B |
B7SBROOKDALE SR LIVING INC | $2.2B |
AAPLAPPLE INC | $2.1B |
ATECALPHATEC HLDGS INC | $2.0B |
GHGUARDANT HEALTH INC | $2.0B |
MODMODINE MFG CO | $1.9B |
CRSCARPENTER TECHNOLOGY CORP | $1.9B |
VTIVANGUARD INDEX FDS | $1.9B |
MIRMIRION TECHNOLOGIES INC | $1.9B |
BFLYBUTTERFLY NETWORK INC | $1.8B |
PTGXPROTAGONIST THERAPEUTICS INC | $1.8B |
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