POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMZN | 8.65M | $2.00B |
 | SHOP | 7.20M | $1.16B |
 | ORCL | 7.19M | $1.40B |
 | SBUX | 6.79M | $571.39M |
 | NOW | 5.68M | $870.24M |
 | ZTS | 5.56M | $699.89M |
 | NVDA | 5.33M | $993.69M |
 | CSGP | 4.89M | $328.87M |
 | BSX | 4.02M | $383.26M |
 | GOOG | 4.02M | $1.26B |
 | ABT | 3.96M | $496.43M |
 | MSFT | 3.91M | $1.89B |
 | UBER | 3.57M | $291.36M |
 | AVGO | 3.53M | $1.22B |
 | V | 3.38M | $1.18B |
 | ABNB | 3.03M | $411.33M |
 | MA | 2.13M | $1.22B |
 | ACN | 1.88M | $505.13M |
 | AON | 1.85M | $651.52M |
 | PAYC | 1.84M | $292.43M |
Amazon.com, Inc.
AMZN
Shares Held
8.65M
Value
$2.00B
Shopify Inc.
SHOP
Shares Held
7.20M
Value
$1.16B
Oracle Corporation
ORCL
Shares Held
7.19M
Value
$1.40B
Starbucks Corporation
SBUX
Shares Held
6.79M
Value
$571.39M
ServiceNow, Inc.
NOW
Shares Held
5.68M
Value
$870.24M
Zoetis Inc.
ZTS
Shares Held
5.56M
Value
$699.89M
NVIDIA Corporation
NVDA
Shares Held
5.33M
Value
$993.69M
CoStar Group, Inc.
CSGP
Shares Held
4.89M
Value
$328.87M
Boston Scientific Corporation
BSX
Shares Held
4.02M
Value
$383.26M
Alphabet Inc.
GOOG
Shares Held
4.02M
Value
$1.26B
Abbott Laboratories
ABT
Shares Held
3.96M
Value
$496.43M
Microsoft Corporation
MSFT
Shares Held
3.91M
Value
$1.89B
Uber Technologies, Inc.
UBER
Shares Held
3.57M
Value
$291.36M
Broadcom Inc.
AVGO
Shares Held
3.53M
Value
$1.22B
Visa Inc.
V
Shares Held
3.38M
Value
$1.18B
Airbnb, Inc.
ABNB
Shares Held
3.03M
Value
$411.33M
Mastercard Incorporated
MA
Shares Held
2.13M
Value
$1.22B
Accenture plc
ACN
Shares Held
1.88M
Value
$505.13M
Aon plc
AON
Shares Held
1.85M
Value
$651.52M
Paycom Software, Inc.
PAYC
Shares Held
1.84M
Value
$292.43M