POLEN CAPITAL MANAGEMENT LLC

CIK: 0001034524SEC EDGAR →

Portfolio Value

$23.4B

Holdings

231

As of

Q4 2025

New Positions

231

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
AMZN

AMAZON COM INC

8,653,721$2.0B
8.53%
2
MSFT

MICROSOFT CORP

3,909,985$1.9B
8.07%
3
ORCL

ORACLE CORP

7,185,496$1.4B
5.98%
4
LLY

ELI LILLY & CO

1,246,090$1.3B
5.72%
5
GOOG

ALPHABET INC

4,018,121$1.3B
5.38%
6
AVGO

BROADCOM INC

3,531,637$1.2B
5.22%
7
MA

MASTERCARD INCORPORATED

2,131,727$1.2B
5.20%
8
V

VISA INC

3,375,342$1.2B
5.05%
9
SHOP

SHOPIFY INC

7,201,872$1.2B
4.95%
10
NVDA

NVIDIA CORPORATION

5,328,112$993.7M
4.24%

Quarterly Changes

Top Buys

NOW↑ Increased
$869.2M
ISRGNEW
$477.2M
IWF↑ Increased
$261.3M
ACWI↑ Increased
$60.3M
SPOT↑ Increased
$41.6M

Top Sells

MSFT↓ Decreased
$1.9B
LLY↓ Decreased
$1.3B
MA↓ Decreased
$1.2B
ORCL↓ Decreased
$1.2B
MSCI↓ Decreased
$763.7M

New Positions (59)

ISRG
$477.2M · 843K shares
IVV
$9.4M · 14K shares
BE
$8.4M · 97K shares
BWXT
$7.7M · 45K shares
SOFI
$4.2M · 159K shares
SPHR
$2.3M · 24K shares
PL
$2.2M · 112K shares
VTI
$1.9M · 6K shares
BFLY
$1.8M · 473K shares
SEI
$1.3M · 29K shares
ERO
$1.3M · 46K shares
ESTA
$1.3M · 17K shares
LQDA
$1.2M · 34K shares
GGAL
$1.2M · 21K shares
AORT
$1.2M · 25K shares
6RJ0
$1.1M · 15K shares
KURA
$943K · 91K shares
TSHA
$861K · 157K shares
BW
$775K · 122K shares
NUVL
$639K · 6K shares
FROG
$617K · 10K shares
CYTK
$608K · 10K shares
FIGS
$554K · 49K shares
VELO
$548K · 40K shares
51A
$533K · 14K shares
CSIQ
$528K · 22K shares
FIGR
$522K · 13K shares
KRMN
$472K · 6K shares
CELC
$464K · 5K shares
HQY
$456K · 5K shares
MAMA
$445K · 33K shares
DNLI
$444K · 27K shares
SNDK
$441K · 2K shares
ZGN
$438K · 43K shares
ESPR
$430K · 116K shares
MESO
$415K · 23K shares
GRBK
$408K · 7K shares
PSNL
$403K · 51K shares
GHM
$399K · 6K shares
NAMS
$394K · 11K shares
OLMA
$380K · 15K shares
APPN
$367K · 10K shares
AXTI
$363K · 22K shares
LYFT
$353K · 18K shares
IOO
$347K · 3K shares
WINA
$347K · 859 shares
GAP
$329K · 13K shares
HLLY
$318K · 77K shares
ULS
$269K · 3K shares
PACB
$256K · 137K shares
CPS
$250K · 8K shares
SERV
$226K · 22K shares
CCO
$211K · 96K shares
PRLB
$209K · 4K shares
ROIV
$209K · 10K shares
RR
$207K · 64K shares
GDYN
$175K · 19K shares
PGEN
$175K · 42K shares
SOPH
$101K · 22K shares

Closed Positions (60)

HYG
$16.0M · 200K shares
BE
$11.0M · 131K shares
RSP
$8.0M · 45K shares
VIST
$7.0M · 211K shares
BWXT
$6.0M · 37K shares
QQEW
$3.0M · 23K shares
SOFI
$3.0M · 143K shares
VO
$2.0M · 9K shares
HTD
$2.0M · 28K shares
MRUS
$1.0M · 11K shares
CVLT
$1.0M · 10K shares
WRBY
$1.0M · 67K shares
BBSI
$1.0M · 37K shares
PCT
$1.0M · 92K shares
ARLO
$1.0M · 60K shares
LRN
$1.0M · 11K shares
LQDT
$1.0M · 41K shares
RBRK
$0 · 3K shares
BIDUN
$0 · 3K shares
NKE
$0 · 4K shares
BEAM
$0 · 9K shares
GTES
$0 · 19K shares
PSTG
$0 · 6K shares
ELF
$0 · 6K shares
AXON
$0 · 299 shares
NYAX
$0 · 9K shares
GWRE
$0 · 902 shares
PEP
$0 · 5K shares
SVV
$0 · 13K shares
VOE
$0 · 2K shares
NXE
$0 · 12K shares
MCD
$0 · 2K shares
Z
$0 · 7K shares
CHEF
$0 · 9K shares
KO
$0 · 10K shares
WLFC
$0 · 3K shares
NGVC
$0 · 14K shares
NTNX
$0 · 9K shares
OVER
$0 · 15K shares
BABA
$0 · 3K shares
APPF
$0 · 753 shares
REAX
$0 · 235K shares
HIMS
$0 · 13K shares
PG
$0 · 5K shares
CAVA
$0 · 8K shares
DOCS
$0 · 7K shares
MVST
$0 · 113K shares
NTES
$0 · 3K shares
RBBN
$0 · 87K shares
EVER
$0 · 21K shares
ACHR
$0 · 81K shares
VST
$0 · 3K shares
ALNY
$0 · 693 shares
CAKE
$0 · 14K shares
META
$0 · 538 shares
BRLT
$0 · 45K shares
SG
$0 · 40K shares
CHWY
$0 · 5K shares
AUR
$0 · 18K shares
UTI
$0 · 25K shares

Sector Breakdown

Sector# HoldingsValue%
Technology48$10.0B42.8%
Financial Services28$4.4B18.7%
Healthcare50$4.1B17.6%
Consumer Cyclical25$3.0B12.9%
Communication Services11$1.3B5.7%
Real Estate3$330.4M1.4%
Unknown7$102.1M0.4%
Industrials48$87.6M0.4%
Energy5$7.2M0.0%
Utilities3$2.4M0.0%
Basic Materials2$2.0M0.0%
Consumer Defensive1$445K0.0%