POLEN CAPITAL MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, POLEN CAPITAL MANAGEMENT LLC held in its portfolio 231 assets valued at $23,420,875,210 (i.e. $23.42B).
The most valuable assets in the portfolio included: AMAZON COM INC ($2.00B), MICROSOFT CORP ($1.89B), and ORACLE CORP ($1.40B).
The chart below shows the top 10 valuable assets, and the table below shows the top 231 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
POLEN CAPITAL MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMAZON COM INC | 8653721 | 1997451824 | COM |
| MICROSOFT CORP | 3909985 | 1890947237 | COM |
| ORACLE CORP | 7185496 | 1400525092 | COM |
| ELI LILLY & CO | 1246090 | 1339147991 | COM |
| ALPHABET INC | 4018121 | 1260886646 | CAP STK CL C |
| BROADCOM INC | 3531637 | 1222299638 | COM |
| MASTERCARD INCORPORATED | 2131727 | 1216959930 | CL A |
| VISA INC | 3375342 | 1183766189 | COM CL A |
| SHOPIFY INC | 7201872 | 1159285211 | CL A SUB VTG SHS |
| NVIDIA CORPORATION | 5328112 | 993692985 | COM |
| SERVICENOW INC | 5680788 | 870239781 | COM |
| MSCI INC | 1331085 | 763683617 | COM |
| ZOETIS INC | 5562669 | 699894961 | CL A |
| AON PLC | 1846294 | 651520305 | SHS CL A |
| IDEXX LABS INC | 960537 | 649831919 | COM |
| STARBUCKS CORP | 6785308 | 571390749 | COM |
| ACCENTURE PLC IRELAND | 1882707 | 505130377 | SHS CLASS A |
| ABBOTT LABS | 3962230 | 496427772 | COM |
| INTUITIVE SURGICAL INC | 842618 | 477224970 | COM NEW |
| ADOBE INC | 1345588 | 470942284 | COM |
| AIRBNB INC | 3030730 | 411330740 | COM CL A |
| SYNOPSYS INC | 844881 | 396857503 | COM |
| BOSTON SCIENTIFIC CORP | 4019552 | 383264286 | COM |
| ISHARES TR | 776086 | 367321352 | RUS 1000 GRW ETF |
| INTUIT | 512656 | 339593775 | COM |
| COSTAR GROUP INC | 4890936 | 328866546 | COM |
| PAYCOM SOFTWARE INC | 1835028 | 292430057 | COM |
| UBER TECHNOLOGIES INC | 3565793 | 291360965 | COM |
| MERCADOLIBRE INC | 47920 | 96523261 | COM |
| ISHARES TR | 610133 | 86327787 | MSCI ACWI ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 200593 | 60958295 | SPONSORED ADS |
| SAP SE | 233332 | 56678735 | SPON ADR |
| SPOTIFY TECHNOLOGY S A | 71658 | 41612380 | SHS |
| NU HLDGS LTD | 1157836 | 19382182 | ORD SHS CL A |
| ICON PLC | 105206 | 19170588 | SHS |
| NETFLIX INC | 173797 | 16295175 | COM |
| VANGUARD INDEX FDS | 33124 | 16159762 | GROWTH ETF |
| HDFC BANK LTD | 367007 | 13410415 | SPONSORED ADS |
| ASML HOLDING N V | 11195 | 11977312 | N Y REGISTRY SHS |
| MONDAY COM LTD | 79332 | 11706290 | SHS |
| ALPHABET INC | 30864 | 9660396 | CAP STK CL A |
| ISHARES TR | 13669 | 9362445 | CORE S&P500 ETF |
| ON HLDG AG | 194483 | 9039553 | NAMEN AKT A |
| WILLIS TOWERS WATSON PLC LTD | 27425 | 9011880 | SHS |
| ISHARES TR | 126761 | 8509462 | MSCI ACWI EX US |
| BLOOM ENERGY CORP | 97034 | 8431284 | COM CL A |
| MEDTRONIC PLC | 84500 | 8117020 | SHS |
| ARGAN INC | 24886 | 7797282 | COM |
| GENEDX HOLDINGS CORP | 59861 | 7785522 | COM CL A |
| BWX TECHNOLOGIES INC | 44828 | 7748072 | COM |
| TENCENT MUSIC ENTMT GROUP | 412467 | 7230547 | SPON ADS |
| DLOCAL LTD | 466809 | 6600679 | CLASS A COM |
| POWELL INDS INC | 20341 | 6484304 | COM |
| VSE CORP | 34390 | 5941560 | COM |
| GLOBANT S A | 90462 | 5913474 | COM |
| SEA LTD | 42710 | 5448541 | SPONSORD ADS |
| ADAPTIVE BIOTECHNOLOGIES COR | 325767 | 5290456 | COM |
| VANGUARD INTL EQUITY INDEX F | 33592 | 4738429 | TT WRLD ST ETF |
| SPDR S&P 500 ETF TR | 6717 | 4580746 | TR UNIT |
| MAKEMYTRIP LIMITED MAURITIUS | 53658 | 4406429 | SHS |
| RESOLUTE HLDGS MGMT INC | 20915 | 4317483 | COM |
| IES HLDGS INC | 10941 | 4256268 | COM |
| CECO ENVIRONMENTAL CORP | 69775 | 4176034 | COM |
| SOFI TECHNOLOGIES INC | 159250 | 4169165 | COM |
| BEL FUSE INC | 22522 | 3820407 | CL B |
| CARVANA CO | 8974 | 3787207 | CL A |
| ICICI BANK LIMITED | 123872 | 3691396 | ADR |
| TESLA INC | 8171 | 3674662 | COM |
| PDD HOLDINGS INC | 31329 | 3552395 | SPONSORED ADS |
| HCI GROUP INC | 18126 | 3474573 | COM |
| KAROOOOO LTD | 74821 | 3404356 | ORD SHS |
| JOBY AVIATION INC | 250067 | 3300884 | COMMON STOCK |
| BRIDGEBIO PHARMA INC | 38241 | 2925054 | COM |
| ASTRONICS CORP | 53691 | 2912200 | COM |
| THE REALREAL INC | 175088 | 2762889 | COM |
| WAYFAIR INC | 26857 | 2696711 | CL A |
| IRADIMED CORP | 26891 | 2615956 | COM |
| DAVE INC | 11805 | 2613745 | CLASS A COM NEW |
| HURON CONSULTING GROUP INC | 15086 | 2608520 | COM |
| CAMECO CORP | 28174 | 2577639 | COM |
| IVANHOE ELECTRIC INC | 157882 | 2522954 | COM |
| AFFIRM HLDGS INC | 32969 | 2453883 | COM CL A |
| WORKDAY INC | 10782 | 2315815 | CL A |
| NLIGHT INC | 61624 | 2311516 | COM |
| AMPRIUS TECHNOLOGIES INC | 288290 | 2274608 | COMMON STOCK |
| GLOBAL X FDS | 27566 | 2266661 | S&P 500 CATHOLIC |
| SPHERE ENTERTAINMENT CO | 23828 | 2265566 | CL A |
| GARTNER INC | 8753 | 2208301 | COM |
| PLANET LABS PBC | 111538 | 2199529 | COM CL A |
| FIRST SOLAR INC | 8302 | 2168731 | COM |
| BROOKDALE SR LIVING INC | 200588 | 2164345 | COM |
| APPLE INC | 7724 | 2099744 | COM |
| ALPHATEC HLDGS INC | 95761 | 2014811 | COM NEW |
| GUARDANT HEALTH INC | 19667 | 2008787 | COM |
| MODINE MFG CO | 14309 | 1910395 | COM |
| CARPENTER TECHNOLOGY CORP | 6062 | 1908560 | COM |
| VANGUARD INDEX FDS | 5677 | 1903328 | TOTAL STK MKT |
| MIRION TECHNOLOGIES INC | 79419 | 1859993 | COM CL A |
| BUTTERFLY NETWORK INC | 472971 | 1797290 | COM CL A |
| PROTAGONIST THERAPEUTICS INC | 20349 | 1777282 | COM |
| RED VIOLET INC | 30328 | 1727180 | COM |
| IRSA INVERSIONES Y REP S A | 102911 | 1702148 | SPON GDS ECH 10 |
| TECHNIPFMC PLC | 35915 | 1600372 | COM |
| RAMACO RES INC | 88507 | 1593126 | COM CL A |
| KRATOS DEFENSE & SEC SOLUTIO | 19697 | 1495199 | COM NEW |
| CLEAR SECURE INC | 39325 | 1379521 | COM CL A |
| OPENLANE INC | 46259 | 1377593 | COM |
| CORPORACION AMER ARPTS S A | 51919 | 1349894 | COM |
| THERMO FISHER SCIENTIFIC INC | 2307 | 1336900 | COM |
| XOMETRY INC | 22321 | 1327430 | CLASS A COM |
| PAGAYA TECHNOLOGIES LTD | 63497 | 1327087 | CL A NEW |
| TRANSMEDICS GROUP INC | 10828 | 1317226 | COM |
| SOLARIS ENERGY INFRAS INC | 28597 | 1314604 | COM CL A |
| ERO COPPER CORP | 45544 | 1288440 | COM |
| SIONNA THERAPEUTICS INC | 31258 | 1285954 | COM |
| ESTABLISHMENT LABS HLDGS INC | 17475 | 1273578 | COM |
| ESQUIRE FINL HLDGS INC | 11709 | 1195138 | COM |
| OPPENHEIMER HLDGS INC | 16343 | 1181435 | CL A NON VTG |
| PREFORMED LINE PRODS CO | 5660 | 1169979 | COM |
| GRAIL INC | 13526 | 1157690 | COM |
| LIQUIDIA CORPORATION | 33538 | 1156726 | COM NEW |
| KODIAK SCIENCES INC | 41340 | 1155866 | COM |
| GRUPO FINANCIERO GALICIA S.A | 21373 | 1152860 | SPONSORED ADR |
| CONSTRUCTION PARTNERS INC | 10615 | 1152258 | COM CL A |
| ARTIVION INC | 25259 | 1152063 | COM |
| CREDO TECHNOLOGY GROUP HOLDI | 7915 | 1138889 | ORDINARY SHARES |
| HOWARD HUGHES HOLDINGS INC | 13980 | 1115185 | COM |
| ROCKET LAB CORP | 15324 | 1069002 | COM |
| MIRUM PHARMACEUTICALS INC | 13360 | 1055306 | COM |
| XERIS BIOPHARMA HOLDINGS INC | 133416 | 1047316 | COM |
| CONSTELLATION ENERGY CORP | 2812 | 993395 | COM |
| MILLICOM INTL CELLULAR S A | 17685 | 980456 | COM STK |
| ASTEC INDS INC | 22344 | 967942 | COM |
| SCHOLAR ROCK HLDG CORP | 21762 | 958616 | COM |
| AXOS FINANCIAL INC | 10986 | 946554 | COM |
| KURA ONCOLOGY INC | 90847 | 943900 | COM |
| THREDUP INC | 145615 | 930480 | CL A |
| NUSCALE PWR CORP | 64615 | 915595 | CL A COM |
| TAYSHA GENE THERAPIES INC | 156586 | 861223 | COM SHS |
| UPWORK INC | 43111 | 854460 | COM |
| BABCOCK & WILCOX ENTERPRISES | 122280 | 775255 | COM |
| ASP ISOTOPES INC | 139511 | 746384 | COM |
| LATHAM GROUP INC | 112388 | 713664 | COM |
| VICTORY CAP HLDGS INC | 11145 | 703138 | COM CL A |
| CENTRAL PAC FINL CORP | 22150 | 690194 | COM NEW |
| SALESFORCE INC | 2581 | 683775 | COM |
| AMERICAN SUPERCONDUCTOR CORP | 23565 | 678201 | SHS NEW |
| CURTISS WRIGHT CORP | 1211 | 667588 | COM |
| ODDITY TECH LTD | 16175 | 649912 | SHS CL A |
| IHEARTMEDIA INC | 155516 | 646947 | COM CL A |
| COMPOSECURE INC | 33395 | 643856 | COM CL A |
| PITNEY BOWES INC | 60710 | 641705 | COM |
| NUVALENT INC | 6359 | 639652 | COM |
| JFROG LTD | 9884 | 617355 | ORD SHS |
| CYTOKINETICS INC | 9584 | 608967 | COM NEW |
| SES AI CORPORATION | 338156 | 608681 | CL A COM |
| AEHR TEST SYS | 30111 | 607941 | COM |
| STERLING INFRASTRUCTURE INC | 1952 | 597761 | COM |
| FIGS INC | 48828 | 554686 | CL A |
| VELO3D INC | 39896 | 548171 | COM NEW |
| FTAI AVIATION LTD | 2748 | 540944 | SHS |
| AMERICAN PUB ED INC | 14117 | 533623 | COM |
| CANADIAN SOLAR INC | 22223 | 528241 | COM |
| NAPCO SEC TECHNOLOGIES INC | 12567 | 524044 | COM |
| FIGURE TECHNOLOGY SOLUTIO | 12803 | 522875 | COM CL A |
| EMBRAER S.A. | 7924 | 510068 | SPONSORED ADS |
| AUTOMATIC DATA PROCESSING IN | 1976 | 508394 | COM |
| TALEN ENERGY CORP | 1349 | 505659 | COM |
| ISHARES TR | 4972 | 499089 | 0-3 MNTH TREASRY |
| PORCH GROUP INC | 53683 | 490126 | COM |
| NRG ENERGY INC | 3033 | 482975 | COM NEW |
| KARMAN HLDGS INC | 6455 | 472312 | COMMON STOCK |
| CELCUITY INC | 4660 | 464788 | COM |
| LIMBACH HLDGS INC | 5892 | 458692 | COM |
| HEALTHEQUITY INC | 4980 | 456218 | COM |
| MAMAS CREATIONS INC | 32989 | 445022 | COM |
| DENALI THERAPEUTICS INC | 26900 | 444119 | COM |
| SANDISK CORP | 1860 | 441527 | COM |
| SKYWEST INC | 4380 | 439796 | COM |
| ERMENEGILDO ZEGNA N V | 42768 | 438372 | ORD SHS |
| TWILIO INC | 3056 | 434685 | CL A |
| ESPERION THERAPEUTICS INC NE | 116292 | 430280 | COM |
| OPPFI INC | 40472 | 423337 | COM CL A |
| LUXEXPERIENCE BV | 50258 | 419654 | SPONSORED ADS |
| MESOBLAST LTD | 23005 | 415010 | SPONS ADR |
| NEWMARK GROUP INC | 23619 | 409553 | CL A |
| GREEN BRICK PARTNERS INC | 6526 | 408919 | COM |
| AEROVIRONMENT INC | 1689 | 408552 | COM |
| PERSONALIS INC | 50705 | 403612 | COM |
| GRAHAM CORP | 6217 | 399318 | COM |
| ADT INC DEL | 49368 | 398400 | COM |
| UNITEDHEALTH GROUP INC | 1197 | 395225 | COM |
| NEWAMSTERDAM PHARMA COMPANY | 11239 | 394264 | ORDINARY SHARES |
| MEDPACE HLDGS INC | 696 | 390908 | COM |
| ACUITY INC | 1061 | 382002 | COM |
| OLEMA PHARMACEUTICALS INC | 15206 | 380150 | COM |
| APPIAN CORP | 10366 | 367164 | CL A |
| AXT INC | 22215 | 363215 | COM |
| LYFT INC | 18239 | 353289 | CL A COM |
| ABCELLERA BIOLOGICS INC | 102508 | 350577 | COM |
| AUTODESK INC | 1182 | 349785 | COM |
| WINMARK CORP | 859 | 347843 | COM |
| ISHARES TR | 2743 | 347418 | GLOBAL 100 ETF |
| GAP INC | 12860 | 329216 | COM |
| WESTERN ALLIANCE BANCORP | 3797 | 319214 | COM |
| HOLLEY INC | 77032 | 318142 | COM |
| SERVICETITAN INC | 2975 | 316838 | SHS CL A |
| NATERA INC | 1376 | 315228 | COM |
| MUELLER INDS INC | 2720 | 312256 | COM |
| ARMSTRONG WORLD INDS INC NEW | 1511 | 288752 | COM |
| STRATASYS LTD | 32493 | 282039 | SHS |
| UL SOLUTIONS INC | 3420 | 269701 | CLASS A COM SHS |
| ASCENDIS PHARMA A/S | 1211 | 258234 | SPONSORED ADR |
| PACIFIC BIOSCIENCES CALIF IN | 137149 | 256469 | COM |
| SYMBOTIC INC | 4298 | 255731 | CLASS A COM |
| LIFE TIME GROUP HOLDINGS INC | 9609 | 255407 | COMMON STOCK |
| COOPER STD HLDGS INC | 7635 | 250657 | COM |
| EOS ENERGY ENTERPRISES INC | 21080 | 241577 | COM CL A |
| UNITY SOFTWARE INC | 5449 | 240682 | COM |
| PELOTON INTERACTIVE INC | 36795 | 226657 | CL A COM |
| SERVE ROBOTICS INC | 21833 | 226627 | COM |
| TEMPUS AI INC | 3756 | 221792 | CL A |
| CLEAR CHANNEL OUTDOOR HLDGS | 95912 | 211966 | COM |
| PROTO LABS INC | 4148 | 209847 | COM |
| ROIVANT SCIENCES LTD | 9662 | 209665 | SHS |
| RICHTECH ROBOTICS INC | 64298 | 207683 | CL B |
| PAYPAL HLDGS INC | 3487 | 203599 | COM |
| OSCAR HEALTH INC | 13755 | 197659 | CL A |
| PRECIGEN INC | 42095 | 175957 | COM |
| GRID DYNAMICS HLDGS INC | 19383 | 175028 | CL A |
| SOPHIA GENETICS SA | 21738 | 101516 | ORDINARY SHARES |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.