Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
POLEN CAPITAL MANAGEMENT LLC (CIK 1034524) reported $14.46B across 217 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($1.05B, 7.29%), GOOG ($845.3M, 5.85%), LLY ($841.2M, 5.82%), AVGO ($834.9M, 5.78%), AMZN ($811.6M, 5.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $1.05B | 7.29% | 2.8M | Trimmed |
| 2 | GOOG | ALPHABET INC | $845.3M | 5.85% | 2.9M | Trimmed |
| 3 | LLY | ELI LILLY & CO | $841.2M | 5.82% | 914,557 | Trimmed |
| 4 | AVGO | BROADCOM INC | $834.9M | 5.78% | 2.7M | Trimmed |
| 5 | AMZN | AMAZON COM INC | $811.6M | 5.61% | 3.9M | Trimmed |
| 6 | MA | MASTERCARD INCORPORATED | $770.2M | 5.33% | 1.5M | Trimmed |
| 7 | NOW | SERVICENOW INC | $760.0M | 5.26% | 7.3M | Added |
| 8 | SHOP | SHOPIFY INC | $748.1M | 5.17% | 6.3M | Trimmed |
| 9 | V | VISA INC | $739.2M | 5.11% | 2.4M | Trimmed |
| 10 | ORCL | ORACLE CORP | $739.1M | 5.11% | 5.0M | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $715.8M | 4.95% | 4.1M | Trimmed |
| 12 | CSGP | COSTAR GROUP INC | $507.1M | 3.51% | 12.6M | Added |
| 13 | MSCI | MSCI INC | $501.0M | 3.47% | 929,509 | Trimmed |
| 14 | ZTS | ZOETIS INC | $499.2M | 3.45% | 4.2M | Trimmed |
| 15 | SBUX | STARBUCKS CORP | $452.9M | 3.13% | 5.1M | Trimmed |
| 16 | AON | AON PLC | $437.1M | 3.02% | 1.4M | Trimmed |
| 17 | IDXX | IDEXX LABS INC | $391.0M | 2.70% | 695,811 | Trimmed |
| 18 | ABNB | AIRBNB INC | $287.1M | 1.99% | 2.3M | Trimmed |
| 19 | ISRG | INTUITIVE SURGICAL INC | $279.7M | 1.94% | 606,826 | Trimmed |
| 20 | META | META PLATFORMS INC | $272.7M | 1.89% | 476,663 | New |
| 21 | ACN | ACCENTURE PLC IRELAND | $268.6M | 1.86% | 1.4M | Trimmed |
| 22 | SNPS | SYNOPSYS INC | $266.1M | 1.84% | 671,233 | Trimmed |
| 23 | LRCX | LAM RESEARCH CORP | $225.3M | 1.56% | 1.1M | New |
| 24 | UBER | UBER TECHNOLOGIES INC | $209.9M | 1.45% | 2.9M | Trimmed |
| 25 | IWF | ISHARES TR | $173.5M | 1.20% | 406,863 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31