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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 17,747,395 | $3.4T | 10603.26% | |
| 2 | MSFTMICROSOFT CORP | 5,941,106 | $2.2T | 7003.38% | |
| 3 | VVISA INC | 6,023,710 | $2.1T | 6629.18% | |
| 4 | ORCLORACLE CORP | 12,609,101 | $1.8T | 5535.79% | |
| 5 | MAMASTERCARD INCORPORATED | 3,211,209 | $1.8T | 5527.15% | |
| 6 | ABTABBOTT LABS | 11,385,577 | $1.5T | 4742.64% | |
| 7 | SHOPSHOPIFY INC | 15,270,075 | $1.5T | 4578.37% | |
| 8 | LLYELI LILLY & CO | 1,754,571 | $1.4T | 4550.52% | |
| 9 | ZTSZOETIS INC | 8,796,847 | $1.4T | 4548.27% | |
| 10 | AONAON PLC | 3,007,719 | $1.2T | 3769.34% | |
| 11 | GOOGALPHABET INC | 7,434,428 | $1.2T | 3647.28% | |
| 12 | TMOTHERMO FISHER SCIENTIFIC INC | 2,322,482 | $1.2T | 3629.03% | |
| 13 | ADBEADOBE INC | 2,818,625 | $1.1T | 3394.64% | |
| 14 | MSCIMSCI INC | 1,868,138 | $1.1T | 3317.41% | |
| 15 | ACNACCENTURE PLC IRELAND | 3,208,478 | $1.0T | 3143.89% | |
| 16 | ABNBAIRBNB INC | 7,726,604 | $923.0B | 2898.47% | |
| 17 | WDAYWORKDAY INC | 3,944,506 | $921.2B | 2892.63% | |
| 18 | NFLXNETFLIX INC | 888,072 | $828.2B | 2600.57% | |
| 19 | NOWSERVICENOW INC | 949,728 | $756.1B | 2374.36% | |
| 20 | PAYCPAYCOM SOFTWARE INC | 3,097,854 | $676.8B | 2125.35% | |
| 21 | AAPLAPPLE INC | 2,681,114 | $595.6B | 1870.16% | |
| 22 | UNHUNITEDHEALTH GROUP INC | 1,037,575 | $543.4B | 1706.48% | |
| 23 | CSGPCOSTAR GROUP INC | 6,601,800 | $523.1B | 1642.52% | |
| 24 | SBUXSTARBUCKS CORP | 5,133,440 | $503.5B | 1581.21% | |
| 25 | ITGARTNER INC | 835,522 | $350.7B | 1101.27% | |
| 26 | SAPSAP SE | 542,699 | $145.7B | 457.47% | |
| 27 | IWFISHARES TR | 385,522 | $139.2B | 437.14% | |
| 28 | MLB1MERCADOLIBRE INC | 68,534 | $133.7B | 419.85% | |
| 29 | WTWWILLIS TOWERS WATSON PLC LTD | 366,539 | $123.9B | 388.98% | |
| 30 | ICLRICON PLC | 635,052 | $111.1B | 348.96% | |
| 31 | GOOGLALPHABET INC | 610,910 | $94.5B | 296.66% | |
| 32 | GLOBGLOBANT S A | 774,418 | $91.2B | 286.27% | |
| 33 | NVONOVO-NORDISK A S | 1,001,906 | $69.6B | 218.47% | |
| 34 | MDTMEDTRONIC PLC | 629,483 | $56.6B | 177.63% | |
| 35 | ADPAUTOMATIC DATA PROCESSING IN | 166,526 | $50.9B | 159.77% | |
| 36 | ACWIISHARES TR | 384,795 | $44.8B | 140.64% | |
| 37 | HDBHDFC BANK LTD | 651,063 | $43.3B | 135.83% | |
| 38 | ASMLASML HOLDING N V | 52,677 | $34.9B | 109.61% | |
| 39 | NUNU HLDGS LTD | 2,969,781 | $30.4B | 95.50% | |
| 40 | TMETENCENT MUSIC ENTMT GROUP | 1,978,769 | $28.5B | 89.54% | |
| 41 | SPOTSPOTIFY TECHNOLOGY S A | 38,749 | $21.3B | 66.93% | |
| 42 | MNDYMONDAY COM LTD | 71,261 | $17.3B | 54.41% | |
| 43 | EXLSEXLSERVICE HOLDINGS INC | 260,017 | $12.3B | 38.55% | |
| 44 | ONONON HLDG AG | 238,933 | $10.5B | 32.95% | |
| 45 | PDDPDD HOLDINGS INC | 66,193 | $7.8B | 24.60% | |
| 46 | HLNEHAMILTON LANE INC | 52,320 | $7.8B | 24.43% | |
| 47 | MEDPMEDPACE HLDGS INC | 24,466 | $7.5B | 23.41% | |
| 48 | GSHDGOOSEHEAD INS INC | 61,317 | $7.2B | 22.73% | |
| 49 | IEIINSIGHT ENTERPRISES INC | 42,133 | $6.3B | 19.84% | |
| 50 | CNMCORE & MAIN INC | 124,953 | $6.0B | 18.96% | |
| 51 | PCTYPAYLOCITY HLDG CORP | 31,338 | $5.9B | 18.44% | |
| 52 | PGNYPROGYNY INC | 261,506 | $5.8B | 18.35% | |
| 53 | RMBS*RAMBUS INC DEL | 109,117 | $5.6B | 17.74% | |
| 54 | VUGVANGUARD INDEX FDS | 14,589 | $5.4B | 16.99% | |
| 55 | LVSLAS VEGAS SANDS CORP | 139,619 | $5.4B | 16.94% | |
| 56 | DLODLOCAL LTD | 627,551 | $5.2B | 16.44% | |
| 57 | HLIHOULIHAN LOKEY INC | 32,295 | $5.2B | 16.38% | |
| 58 | FSVFIRSTSERVICE CORP NEW | 29,648 | $4.9B | 15.45% | |
| 59 | CCCCCC INTELLIGENT SOLUTIONS HL | 544,653 | $4.9B | 15.44% | |
| 60 | AITAPPLIED INDL TECHNOLOGIES IN | 21,160 | $4.8B | 14.97% | |
| 61 | TREXTREX CO INC | 78,742 | $4.6B | 14.37% | |
| 62 | YUMCYUM CHINA HLDGS INC | 86,045 | $4.5B | 14.07% | |
| 63 | ELFE L F BEAUTY INC | 69,325 | $4.4B | 13.67% | |
| 64 | GNRCGENERAC HLDGS INC | 33,409 | $4.2B | 13.29% | |
| 65 | BROSDUTCH BROS INC | 68,124 | $4.2B | 13.21% | |
| 66 | RGENREPLIGEN CORP | 30,902 | $3.9B | 12.35% | |
| 67 | AAONAAON INC | 49,466 | $3.9B | 12.14% | |
| 68 | CATHGLOBAL X FDS | 53,317 | $3.6B | 11.31% | |
| 69 | RVLVREVOLVE GROUP INC | 160,282 | $3.4B | 10.82% | |
| 70 | CWANCLEARWATER ANALYTICS HLDGS I | 124,892 | $3.3B | 10.51% | |
| 71 | ACWXISHARES TR | 58,768 | $3.3B | 10.23% | |
| 72 | WSCWILLSCOT HLDGS CORP | 116,917 | $3.3B | 10.21% | |
| 73 | BDCBELDEN INC | 30,665 | $3.1B | 9.65% | |
| 74 | FNFABRINET | 15,249 | $3.0B | 9.46% | |
| 75 | EPAMEPAM SYS INC | 16,512 | $2.8B | 8.75% | |
| 76 | TECHBIO-TECHNE CORP | 46,314 | $2.7B | 8.53% | |
| 77 | IBPINSTALLED BLDG PRODS INC | 15,650 | $2.7B | 8.43% | |
| 78 | WRBYWARBY PARKER INC | 147,071 | $2.7B | 8.42% | |
| 79 | BLBLACKLINE INC | 55,099 | $2.7B | 8.38% | |
| 80 | SITESITEONE LANDSCAPE SUPPLY INC | 21,338 | $2.6B | 8.14% | |
| 81 | ROADCONSTRUCTION PARTNERS INC | 34,795 | $2.5B | 7.85% | |
| 82 | SGOVISHARES TR | 23,299 | $2.3B | 7.37% | |
| 83 | CRMSALESFORCE INC | 8,257 | $2.2B | 6.96% | |
| 84 | QLYSQUALYS INC | 16,742 | $2.1B | 6.62% | |
| 85 | KNSLKINSALE CAP GROUP INC | 4,262 | $2.1B | 6.51% | |
| 86 | IWMISHARES TR | 10,362 | $2.1B | 6.49% | |
| 87 | POOLPOOL CORP | 5,617 | $1.8B | 5.62% | |
| 88 | BLDTOPBUILD CORP | 4,931 | $1.5B | 4.72% | |
| 89 | VTVANGUARD INTL EQUITY INDEX F | 10,959 | $1.3B | 3.99% | |
| 90 | DTDYNATRACE INC | 26,718 | $1.3B | 3.96% | |
| 91 | SKILSKILLSOFT CORP | 57,172 | $1.1B | 3.45% | |
| 92 | MORNMORNINGSTAR INC | 3,534 | $1.1B | 3.33% | |
| 93 | OLLIOLLIES BARGAIN OUTLET HLDGS | 8,998 | $1.0B | 3.29% | |
| 94 | ENQENTEGRIS INC | 11,539 | $1.0B | 3.17% | |
| 95 | LGIHLGI HOMES INC | 14,523 | $965.3M | 3.03% | |
| 96 | CIGICOLLIERS INTL GROUP INC | 7,933 | $962.3M | 3.02% | |
| 97 | HCQAMN HEALTHCARE SVCS INC | 38,564 | $943.3M | 2.96% | |
| 98 | MKTXMARKETAXESS HLDGS INC | 4,046 | $875.4M | 2.75% | |
| 99 | SAIASAIA INC | 2,464 | $861.0M | 2.70% | |
| 100 | SPYSPDR S&P 500 ETF TR | 1,448 | $809.8M | 2.54% |
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