POLEN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ADBE | 1.86M | $655.13M |
 | LLY | 1.62M | $1.24B |
 | MSCI | 1.58M | $898.74M |
 | NU | 1.54M | $24.67M |
 | IDXX | 1.13M | $720.12M |
 | NOW | 1.12M | $1.03B |
 | SNPS | 1.04M | $515.49M |
 | DLO | 699K | $9.99M |
 | INTU | 662K | $451.90M |
 | HDB | 593K | $20.27M |
 | TME | 561K | $13.10M |
 | NFLX | 479K | $574.14M |
 | GOOGL | 473K | $115.09M |
 | ICLR | 443K | $77.61M |
 | SES | 399K | $666.55K |
 | SAP | 345K | $92.17M |
 | AMPX | 339K | $3.57M |
 | PTON | 324K | $2.92M |
 | JOBY | 318K | $5.14M |
 | ADPT | 291K | $4.36M |
Adobe Inc.
ADBE
Shares Held
1.86M
Value
$655.13M
Eli Lilly and Company
LLY
Shares Held
1.62M
Value
$1.24B
MSCI Inc.
MSCI
Shares Held
1.58M
Value
$898.74M
Nu Holdings Ltd.
NU
Shares Held
1.54M
Value
$24.67M
IDEXX Laboratories, Inc.
IDXX
Shares Held
1.13M
Value
$720.12M
ServiceNow, Inc.
NOW
Shares Held
1.12M
Value
$1.03B
Synopsys, Inc.
SNPS
Shares Held
1.04M
Value
$515.49M
DLocal Limited
DLO
Shares Held
699K
Value
$9.99M
Intuit Inc.
INTU
Shares Held
662K
Value
$451.90M
HDFC Bank Limited
HDB
Shares Held
593K
Value
$20.27M
Tencent Music Entertainment Group
TME
Shares Held
561K
Value
$13.10M
Netflix, Inc.
NFLX
Shares Held
479K
Value
$574.14M
Alphabet Inc.
GOOGL
Shares Held
473K
Value
$115.09M
ICON Public Limited Company
ICLR
Shares Held
443K
Value
$77.61M
SES AI Corporation
SES
Shares Held
399K
Value
$666.55K
SAP SE
SAP
Shares Held
345K
Value
$92.17M
Amprius Technologies, Inc.
AMPX
Shares Held
339K
Value
$3.57M
Peloton Interactive, Inc.
PTON
Shares Held
324K
Value
$2.92M
Joby Aviation, Inc.
JOBY
Shares Held
318K
Value
$5.14M
Adaptive Biotechnologies Corporation
ADPT
Shares Held
291K
Value
$4.36M