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