POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSGP | 12.57M | $507.09M |
 | NOW | 7.27M | $760.02M |
 | SHOP | 6.31M | $748.11M |
 | SBUX | 5.06M | $452.92M |
 | ORCL | 5.02M | $739.12M |
 | ZTS | 4.22M | $499.21M |
 | NVDA | 4.10M | $715.78M |
 | AMZN | 3.90M | $811.57M |
 | GOOG | 2.95M | $845.27M |
 | UBER | 2.92M | $209.89M |
 | MSFT | 2.85M | $1.05B |
 | AVGO | 2.70M | $834.92M |
 | V | 2.45M | $739.21M |
 | ABNB | 2.27M | $287.13M |
 | ROL | 2.18M | $116.31M |
 | MA | 1.54M | $770.17M |
 | ACN | 1.35M | $268.63M |
 | AON | 1.35M | $437.06M |
 | NU | 1.22M | $17.49M |
 | LRCX | 1.05M | $225.30M |
CoStar Group, Inc.
CSGP
Shares Held
12.57M
Value
$507.09M
ServiceNow, Inc.
NOW
Shares Held
7.27M
Value
$760.02M
Shopify Inc.
SHOP
Shares Held
6.31M
Value
$748.11M
Starbucks Corporation
SBUX
Shares Held
5.06M
Value
$452.92M
Oracle Corporation
ORCL
Shares Held
5.02M
Value
$739.12M
Zoetis Inc.
ZTS
Shares Held
4.22M
Value
$499.21M
NVIDIA Corporation
NVDA
Shares Held
4.10M
Value
$715.78M
Amazon.com, Inc.
AMZN
Shares Held
3.90M
Value
$811.57M
Alphabet Inc.
GOOG
Shares Held
2.95M
Value
$845.27M
Uber Technologies, Inc.
UBER
Shares Held
2.92M
Value
$209.89M
Microsoft Corporation
MSFT
Shares Held
2.85M
Value
$1.05B
Broadcom Inc.
AVGO
Shares Held
2.70M
Value
$834.92M
Visa Inc.
V
Shares Held
2.45M
Value
$739.21M
Airbnb, Inc.
ABNB
Shares Held
2.27M
Value
$287.13M
Rollins, Inc.
ROL
Shares Held
2.18M
Value
$116.31M
Mastercard Incorporated
MA
Shares Held
1.54M
Value
$770.17M
Accenture plc
ACN
Shares Held
1.35M
Value
$268.63M
Aon plc
AON
Shares Held
1.35M
Value
$437.06M
Nu Holdings Ltd.
NU
Shares Held
1.22M
Value
$17.49M
Lam Research Corporation
LRCX
Shares Held
1.05M
Value
$225.30M