POLEN CAPITAL MANAGEMENT LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$21.5B
Holdings
232
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (232 positions)
| Stock | Value |
|---|---|
ORCLORACLE CORP | $2.6B |
AMZNAMAZON COM INC | $2.5B |
SHOPSHOPIFY INC | $1.6B |
VVISA INC | $1.5B |
AVGOBROADCOM INC | $1.5B |
NVDANVIDIA CORPORATION | $1.2B |
GOOGALPHABET INC | $1.1B |
ZTSZOETIS INC | $1.1B |
ABTABBOTT LABS | $993.0M |
AONAON PLC | $887.0M |
SBUXSTARBUCKS CORP | $751.0M |
ADBEADOBE INC | $655.0M |
ACNACCENTURE PLC IRELAND | $607.0M |
PAYCPAYCOM SOFTWARE INC | $548.0M |
BSXBOSTON SCIENTIFIC CORP | $546.0M |
CSGPCOSTAR GROUP INC | $538.0M |
SNPSSYNOPSYS INC | $515.0M |
ABNBAIRBNB INC | $482.0M |
WDAYWORKDAY INC | $448.0M |
UBERUBER TECHNOLOGIES INC | $447.0M |
GOOGLALPHABET INC | $115.0M |
IWFISHARES TR | $106.0M |
SAPSAP SE | $92.0M |
ICLRICON PLC | $77.0M |
WTWWILLIS TOWERS WATSON PLC LTD | $75.0M |
TMOTHERMO FISHER SCIENTIFIC INC | $55.0M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $49.0M |
ACWIISHARES TR | $26.0M |
MNDYMONDAY COM LTD | $24.0M |
NUNU HLDGS LTD | $24.0M |
HDBHDFC BANK LTD | $20.0M |
HYGISHARES TR | $16.0M |
TMETENCENT MUSIC ENTMT GROUP | $13.0M |
SESEA LTD | $12.0M |
BEBLOOM ENERGY CORP | $11.0M |
MDTMEDTRONIC PLC | $11.0M |
ONONON HLDG AG | $10.0M |
AGXARGAN INC | $10.0M |
DLODLOCAL LTD | $9.0M |
PDDPDD HOLDINGS INC | $8.0M |
RSPINVESCO EXCHANGE TRADED FD T | $8.0M |
MMYTMAKEMYTRIP LIMITED MAURITIUS | $8.0M |
GLOBGLOBANT S A | $7.0M |
POWLPOWELL INDS INC | $7.0M |
WGSGENEDX HOLDINGS CORP | $7.0M |
VISTVISTA ENERGY S.A.B. DE C.V. | $7.0M |
METCBRAMACO RES INC | $6.0M |
IBNICICI BANK LIMITED | $6.0M |
BWXTBWX TECHNOLOGIES INC | $6.0M |
VUGVANGUARD INDEX FDS | $5.0M |
JOBYJOBY AVIATION INC | $5.0M |
VSECVSE CORP | $5.0M |
MODMODINE MFG CO | $4.0M |
ACWXISHARES TR | $4.0M |
KAROKAROOOOO LTD | $4.0M |
IESCIES HLDGS INC | $4.0M |
ADPTADAPTIVE BIOTECHNOLOGIES COR | $4.0M |
HCIHCI GROUP INC | $3.0M |
CVNACARVANA CO | $3.0M |
QQEWFIRST TR EXCHANGE-TRADED FD | $3.0M |
AAPLAPPLE INC | $3.0M |
SMRNUSCALE PWR CORP | $3.0M |
AMPXAMPRIUS TECHNOLOGIES INC | $3.0M |
PRCHPORCH GROUP INC | $3.0M |
CECOCECO ENVIRONMENTAL CORP | $3.0M |
TSLATESLA INC | $3.0M |
CCOCAMECO CORP | $3.0M |
SOFISOFI TECHNOLOGIES INC | $3.0M |
WWAYFAIR INC | $2.0M |
MSFTMICROSOFT CORP | $2.0M |
AFRMAFFIRM HLDGS INC | $2.0M |
PGYPAGAYA TECHNOLOGIES LTD | $2.0M |
ITGARTNER INC | $2.0M |
IRMDIRADIMED CORP | $2.0M |
FSLRFIRST SOLAR INC | $2.0M |
IEIVANHOE ELECTRIC INC | $2.0M |
ATROASTRONICS CORP | $2.0M |
CATHGLOBAL X FDS | $2.0M |
PTONPELOTON INTERACTIVE INC | $2.0M |
VOVANGUARD INDEX FDS | $2.0M |
HTDCORCEPT THERAPEUTICS INC | $2.0M |
FTITECHNIPFMC PLC | $2.0M |
AMSCAMERICAN SUPERCONDUCTOR CORP | $2.0M |
ASPIASP ISOTOPES INC | $2.0M |
BELFBBEL FUSE INC | $2.0M |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $2.0M |
DAVEDAVE INC | $2.0M |
MRUSMERUS N V | $1.0M |
NOWSERVICENOW INC | $1.0M |
B7SBROOKDALE SR LIVING INC | $1.0M |
HHHHOWARD HUGHES HOLDINGS INC | $1.0M |
CVLTCOMMVAULT SYS INC | $1.0M |
WRBYWARBY PARKER INC | $1.0M |
XERSXERIS BIOPHARMA HOLDINGS INC | $1.0M |
BBSIBARRETT BUSINESS SVCS INC | $1.0M |
RDVTRED VIOLET INC | $1.0M |
ESQESQUIRE FINL HLDGS INC | $1.0M |
MIRMIRION TECHNOLOGIES INC | $1.0M |
STRLSTERLING INFRASTRUCTURE INC | $1.0M |
SKYWSKYWEST INC | $1.0M |
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