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POLEN CAPITAL MANAGEMENT LLC
Period ended Jun 30, 2026 · Latest filing Aug 4, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $11,610,786,601
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ELI LILLY & CO · COM · 532457108 · shares: $799,914,391
- NVIDIA CORPORATION · COM · 67066G104 · shares: $796,047,269
- MICROSOFT CORP · COM · 594918104 · shares: $782,824,321
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $765,036,342
- BROADCOM INC · COM · 11135F101 · shares: $740,468,936
- AMAZON COM INC · COM · 023135106 · shares: $669,724,194
- VISA INC · COM CL A · 92826C839 · shares: $619,489,263
- MASTERCARD INCORPORATED · CL A · 57636Q104 · shares: $586,509,275
- SERVICENOW INC · COM · 81762P102 · shares: $533,150,641
- ORACLE CORP · COM · 68389X105 · shares: $523,807,723
Reported holdings
219 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | GLOBAL 100 ETF | 464287572 | — | 2,616 shares | $357,330 |
| MERCURY SYS INC | COM | 589378108 | — | 2,904 shares | $355,246 |
| ALLIANCE LAUNDRY HLDGS INC | COM | 01862Q107 | — | 12,442 shares | $329,962 |
| MUELLER INDS INC | COM | 624756102 | — | 5,172 shares | $317,923 |
| ROIVANT SCIENCES LTD | SHS | G76279101 | — | 8,659 shares | $306,442 |
| EVERPURE INC | CL A | 74624M102 | — | 3,828 shares | $301,608 |
| BRIDGEBIO PHARMA INC | COM | 10806X102 | — | 4,002 shares | $298,069 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 3,156 shares | $286,379 |
| MILLERKNOLL INC | COM | 600544100 | — | 12,466 shares | $255,054 |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | 316092857 | — | 8,672 shares | $254,099 |
| MARINEMAX INC | COM | 567908108 | — | 6,750 shares | $247,185 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 417 shares | $242,239 |
| SANMINA CORP | COM | 801056102 | — | 886 shares | $224,229 |
| ETSY INC | COM | 29786A106 | — | 2,968 shares | $223,579 |
| WAYFAIR INC | CL A | 94419L101 | — | 2,402 shares | $221,993 |
| AURORA INNOVATION INC | CLASS A COM | 051774107 | — | 32,520 shares | $221,786 |
| BACKBLAZE INC | COM CL A | 05637B105 | — | 13,268 shares | $210,430 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 243 shares | $208,509 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 4,750 shares | $202,733 |