Q1 2025 · 13F-HR
POLEN CAPITAL MANAGEMENT LLCholdings as filed
Filed 2025-05-12 · accession 0001172661-25-001713
$31.85B
Reported value
117
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $3.38B | 10.6% | 17,747,395 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $2.23B | 7.00% | 5,941,106 | Common | SOLE |
| 92826C839 | V | VISA INC | $2.11B | 6.63% | 6,023,710 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $1.76B | 5.54% | 12,609,101 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.76B | 5.53% | 3,211,209 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $1.51B | 4.74% | 11,385,577 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $1.46B | 4.58% | 15,270,075 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $1.45B | 4.55% | 1,754,571 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $1.45B | 4.55% | 8,796,847 | Common | SOLE |
| G0403H108 | AON | AON PLC | $1.20B | 3.77% | 3,007,719 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $1.16B | 3.65% | 7,434,428 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $1.16B | 3.63% | 2,322,482 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $1.08B | 3.39% | 2,818,625 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $1.06B | 3.32% | 1,868,138 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $1.00B | 3.14% | 3,208,478 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $923.0M | 2.90% | 7,726,604 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $921.2M | 2.89% | 3,944,506 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $828.2M | 2.60% | 888,072 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $756.1M | 2.37% | 949,728 | Common | SOLE |
| 70432V102 | PAYC | PAYCOM SOFTWARE INC | $676.8M | 2.13% | 3,097,854 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $595.6M | 1.87% | 2,681,114 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $543.4M | 1.71% | 1,037,575 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $523.1M | 1.64% | 6,601,800 | Common | SOLE |
| 855244109 | SBUX | STARBUCKS CORP | $503.5M | 1.58% | 5,133,440 | Common | SOLE |
| 366651107 | IT | GARTNER INC | $350.7M | 1.10% | 835,522 | Common | SOLE |
| 803054204 | SAP | SAP SE | $145.7M | 0.46% | 542,699 | Common | SOLE |
| 464287614 | IWF | ISHARES TR | $139.2M | 0.44% | 385,522 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $133.7M | 0.42% | 68,534 | Common | SOLE |
| G96629103 | WTW | WILLIS TOWERS WATSON PLC LTD | $123.9M | 0.39% | 366,539 | Common | SOLE |
| G4705A100 | ICLR | ICON PLC | $111.1M | 0.35% | 635,052 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $94.5M | 0.30% | 610,910 | Common | SOLE |
| L44385109 | GLOB | GLOBANT S A | $91.2M | 0.29% | 774,418 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $69.6M | 0.22% | 1,001,906 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $56.6M | 0.18% | 629,483 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $50.9M | 0.16% | 166,526 | Common | SOLE |
| 464288257 | ACWI | ISHARES TR | $44.8M | 0.14% | 384,795 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $43.3M | 0.14% | 651,063 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $34.9M | 0.11% | 52,677 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $30.4M | 0.10% | 2,969,781 | Common | SOLE |
| 88034P109 | TME | TENCENT MUSIC ENTMT GROUP | $28.5M | 0.09% | 1,978,769 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $21.3M | 0.07% | 38,749 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $17.3M | 0.05% | 71,261 | Common | SOLE |
| 302081104 | EXLS | EXLSERVICE HOLDINGS INC | $12.3M | 0.04% | 260,017 | Common | SOLE |
| H5919C104 | ONON | ON HLDG AG | $10.5M | 0.03% | 238,933 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $7.8M | 0.02% | 66,193 | Common | SOLE |
| 407497106 | HLNE | HAMILTON LANE INC | $7.8M | 0.02% | 52,320 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HLDGS INC | $7.5M | 0.02% | 24,466 | Common | SOLE |
| 38267D109 | GSHD | GOOSEHEAD INS INC | $7.2M | 0.02% | 61,317 | Common | SOLE |
| 45765U103 | NSIT | INSIGHT ENTERPRISES INC | $6.3M | 0.02% | 42,133 | Common | SOLE |
| 21874C102 | CNM | CORE & MAIN INC | $6.0M | 0.02% | 124,953 | Common | SOLE |
| 70438V106 | PCTY | PAYLOCITY HLDG CORP | $5.9M | 0.02% | 31,338 | Common | SOLE |
| 74340E103 | PGNY | PROGYNY INC | $5.8M | 0.02% | 261,506 | Common | SOLE |
| 750917106 | RMBS | RAMBUS INC DEL | $5.6M | 0.02% | 109,117 | Common | SOLE |
| 922908736 | VUG | VANGUARD INDEX FDS | $5.4M | 0.02% | 14,589 | Common | SOLE |
| 517834107 | LVS | LAS VEGAS SANDS CORP | $5.4M | 0.02% | 139,619 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $5.2M | 0.02% | 627,551 | Common | SOLE |
| 441593100 | HLI | HOULIHAN LOKEY INC | $5.2M | 0.02% | 32,295 | Common | SOLE |
| 33767E202 | FSV | FIRSTSERVICE CORP NEW | $4.9M | 0.02% | 29,648 | Common | SOLE |
| 12510Q100 | CCC | CCC INTELLIGENT SOLUTIONS HL | $4.9M | 0.02% | 544,653 | Common | SOLE |
| 03820C105 | AIT | APPLIED INDL TECHNOLOGIES IN | $4.8M | 0.01% | 21,160 | Common | SOLE |
| 89531P105 | TREX | TREX CO INC | $4.6M | 0.01% | 78,742 | Common | SOLE |
| 98850P109 | YUMC | YUM CHINA HLDGS INC | $4.5M | 0.01% | 86,045 | Common | SOLE |
| 26856L103 | ELF | E L F BEAUTY INC | $4.4M | 0.01% | 69,325 | Common | SOLE |
| 368736104 | GNRC | GENERAC HLDGS INC | $4.2M | 0.01% | 33,409 | Common | SOLE |
| 26701L100 | BROS | DUTCH BROS INC | $4.2M | 0.01% | 68,124 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $3.9M | 0.01% | 30,902 | Common | SOLE |
| 000360206 | AAON | AAON INC | $3.9M | 0.01% | 49,466 | Common | SOLE |
| 37954Y889 | CATH | GLOBAL X FDS | $3.6M | 0.01% | 53,317 | Common | SOLE |
| 76156B107 | RVLV | REVOLVE GROUP INC | $3.4M | 0.01% | 160,282 | Common | SOLE |
| 185123106 | CWAN | CLEARWATER ANALYTICS HLDGS I | $3.3M | 0.01% | 124,892 | Common | SOLE |
| 464288240 | ACWX | ISHARES TR | $3.3M | 0.01% | 58,768 | Common | SOLE |
| 971378104 | WSC | WILLSCOT HLDGS CORP | $3.3M | 0.01% | 116,917 | Common | SOLE |
| 077454106 | BDC | BELDEN INC | $3.1M | 0.01% | 30,665 | Common | SOLE |
| G3323L100 | FN | FABRINET | $3.0M | 0.01% | 15,249 | Common | SOLE |
| 29414B104 | EPAM | EPAM SYS INC | $2.8M | 0.01% | 16,512 | Common | SOLE |
| 09073M104 | TECH | BIO-TECHNE CORP | $2.7M | 0.01% | 46,314 | Common | SOLE |
| 45780R101 | IBP | INSTALLED BLDG PRODS INC | $2.7M | 0.01% | 15,650 | Common | SOLE |
| 93403J106 | WRBY | WARBY PARKER INC | $2.7M | 0.01% | 147,071 | Common | SOLE |
| 09239B109 | BL | BLACKLINE INC | $2.7M | 0.01% | 55,099 | Common | SOLE |
| 82982L103 | SITE | SITEONE LANDSCAPE SUPPLY INC | $2.6M | 0.01% | 21,338 | Common | SOLE |
| 21044C107 | ROAD | CONSTRUCTION PARTNERS INC | $2.5M | 0.01% | 34,795 | Common | SOLE |
| 46436E718 | SGOV | ISHARES TR | $2.3M | 0.01% | 23,299 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $2.2M | 0.01% | 8,257 | Common | SOLE |
| 74758T303 | QLYS | QUALYS INC | $2.1M | 0.01% | 16,742 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAP GROUP INC | $2.1M | 0.01% | 4,262 | Common | SOLE |
| 464287655 | IWM | ISHARES TR | $2.1M | 0.01% | 10,362 | Common | SOLE |
| 73278L105 | POOL | POOL CORP | $1.8M | 0.01% | 5,617 | Common | SOLE |
| 89055F103 | BLD | TOPBUILD CORP | $1.5M | 0.00% | 4,931 | Common | SOLE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $1.3M | 0.00% | 10,959 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $1.3M | 0.00% | 26,718 | Common | SOLE |
| 83066P309 | SKIL | SKILLSOFT CORP | $1.1M | 0.00% | 57,172 | Common | SOLE |
| 617700109 | MORN | MORNINGSTAR INC | $1.1M | 0.00% | 3,534 | Common | SOLE |
| 681116109 | OLLI | OLLIES BARGAIN OUTLET HLDGS | $1.0M | 0.00% | 8,998 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $1.0M | 0.00% | 11,539 | Common | SOLE |
| 50187T106 | LGIH | LGI HOMES INC | $965,349 | 0.00% | 14,523 | Common | SOLE |
| 194693107 | CIGI | COLLIERS INTL GROUP INC | $962,273 | 0.00% | 7,933 | Common | SOLE |
| 001744101 | AMN | AMN HEALTHCARE SVCS INC | $943,278 | 0.00% | 38,564 | Common | SOLE |
| 57060D108 | MKTX | MARKETAXESS HLDGS INC | $875,352 | 0.00% | 4,046 | Common | SOLE |
| 78709Y105 | SAIA | SAIA INC | $860,996 | 0.00% | 2,464 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $809,812 | 0.00% | 1,448 | Common | SOLE |
| 103002101 | BWMN | BOWMAN CONSULTING GROUP LTD | $773,152 | 0.00% | 35,417 | Common | SOLE |
| 08265T208 | BSY | BENTLEY SYS INC | $765,714 | 0.00% | 19,464 | Common | SOLE |
| 339750101 | FND | FLOOR & DECOR HLDGS INC | $718,114 | 0.00% | 8,924 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $642,794 | 0.00% | 2,455 | Common | SOLE |
| 78468R663 | BIL | SPDR SER TR | $480,849 | 0.00% | 5,242 | Common | SOLE |
| 64110W102 | NTES | NETEASE INC | $444,717 | 0.00% | 4,321 | Common | SOLE |
| 74624M102 | P | PURE STORAGE INC | $424,859 | 0.00% | 9,597 | Common | SOLE |
| 88162G103 | TTEK | TETRA TECH INC NEW | $411,284 | 0.00% | 14,061 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $394,152 | 0.00% | 6,209 | Common | SOLE |
| 464287648 | IWO | ISHARES TR | $390,530 | 0.00% | 1,528 | Common | SOLE |
| 562750109 | MANH | MANHATTAN ASSOCIATES INC | $385,187 | 0.00% | 2,226 | Common | SOLE |
| 199908104 | FIX | COMFORT SYS USA INC | $375,837 | 0.00% | 1,166 | Common | SOLE |
| 974155103 | WING | WINGSTOP INC | $332,956 | 0.00% | 1,476 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $322,549 | 0.00% | 4,943 | Common | SOLE |
| 464287572 | IOO | ISHARES TR | $305,553 | 0.00% | 2,474 | Common | SOLE |
| Y4600W108 | KARO | KAROOOOO LTD | $293,483 | 0.00% | 6,899 | Common | SOLE |
| M2197Q107 | CLBT | CELLEBRITE DI LTD | $288,516 | 0.00% | 14,849 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.