POLEN CAPITAL MANAGEMENT LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$30.8T
Holdings
232
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (232 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ORCLORACLE CORP | 9,288,638 | $2.6T | 8.48% | |
| 2 | MSFTMICROSOFT CORP | 5,020,158 | $2.6T | 8.44% | |
| 3 | AMZNAMAZON COM INC | 11,246,528 | $2.5T | 8.02% | |
| 4 | SHOPSHOPIFY INC | 11,060,906 | $1.6T | 5.34% | |
| 5 | MAMASTERCARD INCORPORATED | 2,741,243 | $1.6T | 5.06% | |
| 6 | VVISA INC | 4,340,224 | $1.5T | 4.81% | |
| 7 | AVGOBROADCOM INC | 4,485,854 | $1.5T | 4.80% | |
| 8 | LLYELI LILLY & CO | 1,622,967 | $1.2T | 4.02% | |
| 9 | NVDANVIDIA CORPORATION | 6,297,034 | $1.2T | 3.81% | |
| 10 | GOOGALPHABET INC | 4,640,242 | $1.1T | 3.67% | |
| 11 | ZTSZOETIS INC | 7,516,911 | $1.1T | 3.57% | |
| 12 | NOWSERVICENOW INC | 1,124,076 | $1.0T | 3.36% | |
| 13 | ABTABBOTT LABS | 7,420,604 | $993.9B | 3.23% | |
| 14 | MSCIMSCI INC | 1,583,939 | $898.7B | 2.92% | |
| 15 | AONAON PLC | 2,490,167 | $887.9B | 2.88% | |
| 16 | SBUXSTARBUCKS CORP | 8,881,141 | $751.3B | 2.44% | |
| 17 | IDXXIDEXX LABS INC | 1,127,147 | $720.1B | 2.34% | |
| 18 | ADBEADOBE INC | 1,857,198 | $655.1B | 2.13% | |
| 19 | ACNACCENTURE PLC IRELAND | 2,461,759 | $607.1B | 1.97% | |
| 20 | NFLXNETFLIX INC | 478,880 | $574.1B | 1.86% | |
| 21 | PAYCPAYCOM SOFTWARE INC | 2,636,423 | $548.7B | 1.78% | |
| 22 | BSXBOSTON SCIENTIFIC CORP | 5,598,286 | $546.6B | 1.77% | |
| 23 | CSGPCOSTAR GROUP INC | 6,380,909 | $538.4B | 1.75% | |
| 24 | SNPSSYNOPSYS INC | 1,044,800 | $515.5B | 1.67% | |
| 25 | ABNBAIRBNB INC | 3,974,571 | $482.6B | 1.57% | |
| 26 | INTUINTUIT | 661,727 | $451.9B | 1.47% | |
| 27 | WDAYWORKDAY INC | 1,862,271 | $448.3B | 1.46% | |
| 28 | UBERUBER TECHNOLOGIES INC | 4,570,653 | $447.8B | 1.45% | |
| 29 | MLB1MERCADOLIBRE INC | 49,515 | $115.7B | 0.38% | |
| 30 | GOOGLALPHABET INC | 473,431 | $115.1B | 0.37% | |
| 31 | IWFISHARES TR | 227,851 | $106.7B | 0.35% | |
| 32 | SAPSAP SE | 344,952 | $92.2B | 0.30% | |
| 33 | ICLRICON PLC | 443,461 | $77.6B | 0.25% | |
| 34 | WTWWILLIS TOWERS WATSON PLC LTD | 219,784 | $75.9B | 0.25% | |
| 35 | TMOTHERMO FISHER SCIENTIFIC INC | 114,513 | $55.5B | 0.18% | |
| 36 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 177,059 | $49.5B | 0.16% | |
| 37 | ACWIISHARES TR | 190,449 | $26.3B | 0.09% | |
| 38 | NUNU HLDGS LTD | 1,541,162 | $24.7B | 0.08% | |
| 39 | MNDYMONDAY COM LTD | 125,811 | $24.4B | 0.08% | |
| 40 | HDBHDFC BANK LTD | 593,360 | $20.3B | 0.07% | |
| 41 | ASMLASML HOLDING N V | 19,797 | $19.2B | 0.06% | |
| 42 | HYGISHARES TR | 200,000 | $16.2B | 0.05% | |
| 43 | TMETENCENT MUSIC ENTMT GROUP | 561,433 | $13.1B | 0.04% | |
| 44 | SESEA LTD | 70,233 | $12.6B | 0.04% | |
| 45 | MDTMEDTRONIC PLC | 124,956 | $11.9B | 0.04% | |
| 46 | BEBLOOM ENERGY CORP | 131,390 | $11.1B | 0.04% | |
| 47 | ONONON HLDG AG | 258,374 | $10.9B | 0.04% | |
| 48 | AGXARGAN INC | 37,533 | $10.1B | 0.03% | |
| 49 | DLODLOCAL LTD | 699,379 | $10.0B | 0.03% | |
| 50 | RSPINVESCO EXCHANGE TRADED FD T | 44,774 | $8.5B | 0.03% | |
| 51 | PDDPDD HOLDINGS INC | 63,283 | $8.4B | 0.03% | |
| 52 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 87,289 | $8.2B | 0.03% | |
| 53 | GLOBGLOBANT S A | 135,108 | $7.8B | 0.03% | |
| 54 | SPOTSPOTIFY TECHNOLOGY S A | 11,075 | $7.7B | 0.03% | |
| 55 | WGSGENEDX HOLDINGS CORP | 68,169 | $7.3B | 0.02% | |
| 56 | VISTVISTA ENERGY S.A.B. DE C.V. | 210,976 | $7.3B | 0.02% | |
| 57 | POWLPOWELL INDS INC | 23,357 | $7.1B | 0.02% | |
| 58 | IBNICICI BANK LIMITED | 224,267 | $6.8B | 0.02% | |
| 59 | BWXTBWX TECHNOLOGIES INC | 36,748 | $6.8B | 0.02% | |
| 60 | —RAMACO RES INC | 182,332 | $6.1B | 0.02% | |
| 61 | VSECVSE CORP | 34,420 | $5.7B | 0.02% | |
| 62 | VUGVANGUARD INDEX FDS | 11,625 | $5.6B | 0.02% | |
| 63 | JOBYJOBY AVIATION INC | 318,267 | $5.1B | 0.02% | |
| 64 | IESCIES HLDGS INC | 12,144 | $4.8B | 0.02% | |
| 65 | KAROKAROOOOO LTD | 82,608 | $4.7B | 0.02% | |
| 66 | MODMODINE MFG CO | 32,523 | $4.6B | 0.02% | |
| 67 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 291,197 | $4.4B | 0.01% | |
| 68 | ACWXISHARES TR | 61,612 | $4.0B | 0.01% | |
| 69 | CVNACARVANA CO | 10,456 | $3.9B | 0.01% | |
| 70 | AAPLAPPLE INC | 15,355 | $3.9B | 0.01% | |
| 71 | TSLATESLA INC | 8,590 | $3.8B | 0.01% | |
| 72 | SOFISOFI TECHNOLOGIES INC | 143,218 | $3.8B | 0.01% | |
| 73 | PRCHPORCH GROUP INC | 217,423 | $3.6B | 0.01% | |
| 74 | AMPXAMPRIUS TECHNOLOGIES INC | 339,427 | $3.6B | 0.01% | |
| 75 | HCIHCI GROUP INC | 18,168 | $3.5B | 0.01% | |
| 76 | CCOCAMECO CORP | 38,622 | $3.2B | 0.01% | |
| 77 | QQEWFIRST TR EXCHANGE-TRADED FD | 22,529 | $3.2B | 0.01% | |
| 78 | CECOCECO ENVIRONMENTAL CORP | 60,223 | $3.1B | 0.01% | |
| 79 | SMRNUSCALE PWR CORP | 83,543 | $3.0B | 0.01% | |
| 80 | PTONPELOTON INTERACTIVE INC | 324,372 | $2.9B | 0.01% | |
| 81 | AMSCAMERICAN SUPERCONDUCTOR CORP | 47,291 | $2.8B | 0.01% | |
| 82 | BELFBBEL FUSE INC | 19,539 | $2.8B | 0.01% | |
| 83 | WWAYFAIR INC | 29,861 | $2.7B | 0.01% | |
| 84 | VOVANGUARD INDEX FDS | 8,690 | $2.6B | 0.01% | |
| 85 | CATHGLOBAL X FDS | 30,866 | $2.5B | 0.01% | |
| 86 | DAVEDAVE INC | 12,429 | $2.5B | 0.01% | |
| 87 | FSLRFIRST SOLAR INC | 11,214 | $2.5B | 0.01% | |
| 88 | ATROASTRONICS CORP | 53,993 | $2.5B | 0.01% | |
| 89 | ITGARTNER INC | 9,284 | $2.4B | 0.01% | |
| 90 | AFRMAFFIRM HLDGS INC | 33,096 | $2.4B | 0.01% | |
| 91 | IEIVANHOE ELECTRIC INC | 188,274 | $2.4B | 0.01% | |
| 92 | HTDCORCEPT THERAPEUTICS INC | 28,363 | $2.4B | 0.01% | |
| 93 | PGYPAGAYA TECHNOLOGIES LTD | 75,870 | $2.3B | 0.01% | |
| 94 | ASPIASP ISOTOPES INC | 232,913 | $2.2B | 0.01% | |
| 95 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 23,719 | $2.2B | 0.01% | |
| 96 | IRMDIRADIMED CORP | 28,459 | $2.0B | 0.01% | |
| 97 | FTITECHNIPFMC PLC | 50,920 | $2.0B | 0.01% | |
| 98 | CVLTCOMMVAULT SYS INC | 10,395 | $2.0B | 0.01% | |
| 99 | HHHHOWARD HUGHES HOLDINGS INC | 23,823 | $2.0B | 0.01% | |
| 100 | BBIOBRIDGEBIO PHARMA INC | 36,164 | $1.9B | 0.01% |
Page 1 of 3Next