Stock Taper 
POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CoStar Group, Inc. | CSGP | 8.76M | $248.06M |
 ServiceNow, Inc. | NOW | 5.37M | $533.15M |
 Shopify Inc. | SHOP | 4.58M | $522.66M |
 NVIDIA Corporation | NVDA | 3.98M | $796.05M |
 Oracle Corporation | ORCL | 3.57M | $523.81M |
 Starbucks Corporation | SBUX | 3.55M | $362.85M |
 Amazon.com, Inc. | AMZN | 2.81M | $669.72M |
 Alphabet Inc. | GOOG | 2.17M | $765.04M |
 Microsoft Corporation | MSFT | 2.1M | $782.82M |
 Broadcom Inc. | AVGO | 1.96M | $740.47M |
 Visa Inc. | V | 1.81M | $619.49M |
 Airbnb, Inc. | ABNB | 1.65M | $236.1M |
 Rollins, Inc. | ROL | 1.59M | $66.4M |
 Mastercard Incorporated | MA | 1.14M | $586.51M |
 Lam Research Corporation | LRCX | 859.04K | $372.25M |
 ATI Inc. | ATI | 819.24K | $161.47M |
 Nu Holdings Ltd. | NU | 752.75K | $10.06M |
 Rackspace Technology, Inc. | RXT | 709.19K | $4.63M |
 GE Aerospace | GE | 690.49K | $258.06M |
 MSCI Inc. | MSCI | 671.8K | $376.23M |