POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMZN | 11.25M | $2.47B |
 | SHOP | 11.06M | $1.64B |
 | ORCL | 9.29M | $2.61B |
 | SBUX | 8.88M | $751.34M |
 | ZTS | 7.52M | $1.10B |
 | ABT | 7.42M | $993.92M |
 | CSGP | 6.38M | $538.36M |
 | NVDA | 6.30M | $1.17B |
 | BSX | 5.60M | $546.56M |
 | MSFT | 5.02M | $2.60B |
 | GOOG | 4.64M | $1.13B |
 | UBER | 4.57M | $447.79M |
 | AVGO | 4.49M | $1.48B |
 | V | 4.34M | $1.48B |
 | ABNB | 3.97M | $482.59M |
 | MA | 2.74M | $1.56B |
 | PAYC | 2.64M | $548.75M |
 | AON | 2.49M | $887.94M |
 | ACN | 2.46M | $607.07M |
 | WDAY | 1.86M | $448.30M |
Amazon.com, Inc.
AMZN
Shares Held
11.25M
Value
$2.47B
Shopify Inc.
SHOP
Shares Held
11.06M
Value
$1.64B
Oracle Corporation
ORCL
Shares Held
9.29M
Value
$2.61B
Starbucks Corporation
SBUX
Shares Held
8.88M
Value
$751.34M
Zoetis Inc.
ZTS
Shares Held
7.52M
Value
$1.10B
Abbott Laboratories
ABT
Shares Held
7.42M
Value
$993.92M
CoStar Group, Inc.
CSGP
Shares Held
6.38M
Value
$538.36M
NVIDIA Corporation
NVDA
Shares Held
6.30M
Value
$1.17B
Boston Scientific Corporation
BSX
Shares Held
5.60M
Value
$546.56M
Microsoft Corporation
MSFT
Shares Held
5.02M
Value
$2.60B
Alphabet Inc.
GOOG
Shares Held
4.64M
Value
$1.13B
Uber Technologies, Inc.
UBER
Shares Held
4.57M
Value
$447.79M
Broadcom Inc.
AVGO
Shares Held
4.49M
Value
$1.48B
Visa Inc.
V
Shares Held
4.34M
Value
$1.48B
Airbnb, Inc.
ABNB
Shares Held
3.97M
Value
$482.59M
Mastercard Incorporated
MA
Shares Held
2.74M
Value
$1.56B
Paycom Software, Inc.
PAYC
Shares Held
2.64M
Value
$548.75M
Aon plc
AON
Shares Held
2.49M
Value
$887.94M
Accenture plc
ACN
Shares Held
2.46M
Value
$607.07M
Workday, Inc.
WDAY
Shares Held
1.86M
Value
$448.30M