Manager

POLEN CAPITAL MANAGEMENT LLC

All 13F filings

SEC filing name
POLEN CAPITAL MANAGEMENT LLC
Location
Boca Raton, FL
CIK
0001034524
All SEC filings
View on sec.gov

AUM over time

13F holdings value ($ millions)

showing latest · scroll left for older quarters

Portfolio

Latest Disclosed Portfolio

2026 Q1 · filed 5/14/2026 · 221 long positions · top 12 shown

  1. MICROSOFT CORP - MSFT 7.3%
  2. ALPHABET INC - GOOG 5.8%
  3. ELI LILLY & CO - LLY 5.8%
  4. BROADCOM INC - AVGO 5.8%
  5. AMAZON COM INC - AMZN 5.6%
  6. MASTERCARD INCORPORATED - MA 5.3%
  7. SERVICENOW INC - NOW 5.3%
  8. SHOPIFY INC - SHOP 5.2%
  9. VISA INC - V 5.1%
  10. ORACLE CORP - ORCL 5.1%
  11. NVIDIA CORPORATION - NVDA 5.0%
  12. COSTAR GROUP INC - CSGP 3.5%
  13. Other 35.2%

This quarter’s activity

2026 Q1 vs 2025 Q4 · filed 5/14/2026

all activity → full comparison →
Action Issuer Δ Shares Δ Port %
Reduce AMAZON COM INC -4,756,982 -2.91 pp
Reduce MICROSOFT CORP -1,064,097 -0.79 pp
Reduce ORACLE CORP -2,161,239 -0.87 pp
Reduce ELI LILLY & CO -331,533 +0.10 pp
Reduce ABBOTT LABORATORIES -3,947,149 -2.11 pp
Reduce ADOBE INC -1,333,720 -1.99 pp
Reduce MASTERCARD INCORPORATED -590,339 +0.13 pp
Reduce VISA INC -929,582 +0.06 pp
Reduce ALPHABET INC -1,071,484 +0.46 pp
Reduce SHOPIFY INC -895,132 +0.23 pp
Reduce BROADCOM INC -834,070 +0.56 pp
Reduce BOSTON SCIENTIFIC CORP -3,439,813 -1.38 pp
Filing ID Report period Holdings Value ($000) Form type Date filed Name
000117266126001911 Q1 2026 221 14,456,164,077 13F-HR 5/14/2026 POLEN CAPITAL MANAGEMENT LLC
000117266126000654 Q4 2025 234 23,420,875,210 13F-HR 2/12/2026 POLEN CAPITAL MANAGEMENT LLC
000117266125004691 Q3 2025 232 30,802,400,951 13F-HR 11/12/2025 POLEN CAPITAL MANAGEMENT LLC
000117266125003133 Q2 2025 240 32,586,427,255 13F-HR 8/13/2025 POLEN CAPITAL MANAGEMENT LLC
000117266125001713 Q1 2025 117 31,845,099,652 13F-HR 5/12/2025 POLEN CAPITAL MANAGEMENT LLC
000117266125000623 Q4 2024 124 37,010,355,943 13F-HR 2/10/2025 POLEN CAPITAL MANAGEMENT LLC
000117266125000622 Q3 2024 118 38,739,600,406 RESTATEMENT 2/10/2025 POLEN CAPITAL MANAGEMENT LLC
000117266124004624 Q3 2024 118 38,739,331,264 13F-HR 11/13/2024 POLEN CAPITAL MANAGEMENT LLC
000117266124003233 Q2 2024 110 39,855,562,577 13F-HR 8/12/2024 POLEN CAPITAL MANAGEMENT LLC
000117266124002149 Q1 2024 104 43,317,845,975 13F-HR 5/10/2024 POLEN CAPITAL MANAGEMENT LLC
000117266124002148 Q4 2023 107 41,490,887,814 RESTATEMENT 5/10/2024 POLEN CAPITAL MANAGEMENT LLC
000117266124001616 Q4 2023 107 41,488,412,793 RESTATEMENT 2/20/2024 POLEN CAPITAL MANAGEMENT LLC
000117266124000776 Q4 2023 107 41,488,412,793 13F-HR 2/13/2024 POLEN CAPITAL MANAGEMENT LLC
000117266123003726 Q3 2023 99 38,026,346,605 13F-HR 11/13/2023 POLEN CAPITAL MANAGEMENT LLC
000117266123002916 Q2 2023 100 40,333,393,617 13F-HR 8/11/2023 POLEN CAPITAL MANAGEMENT LLC
000117266123002012 Q1 2023 94 37,930,613,438 13F-HR 5/11/2023 POLEN CAPITAL MANAGEMENT LLC
000117266123000805 Q4 2022 93 34,279,625,946 13F-HR 2/13/2023 POLEN CAPITAL MANAGEMENT LLC
000117266122002289 Q3 2022 85 35,758,340 13F-HR 11/4/2022 POLEN CAPITAL MANAGEMENT LLC
000117266122001764 Q2 2022 84 37,931,832 13F-HR 8/10/2022 POLEN CAPITAL MANAGEMENT LLC
000117266122001239 Q1 2022 91 51,274,260 13F-HR 5/12/2022 POLEN CAPITAL MANAGEMENT LLC
000117266122000331 Q4 2021 92 59,532,156 13F-HR 2/11/2022 POLEN CAPITAL MANAGEMENT LLC
000117266121002146 Q3 2021 91 54,491,390 13F-HR 11/10/2021 POLEN CAPITAL MANAGEMENT LLC
000117266121001640 Q2 2021 81 52,218,982 13F-HR 8/12/2021 POLEN CAPITAL MANAGEMENT LLC
000117266121001092 Q1 2021 71 44,489,600 13F-HR 5/12/2021 POLEN CAPITAL MANAGEMENT LLC
000117266121000318 Q4 2020 72 43,039,600 13F-HR 2/11/2021 POLEN CAPITAL MANAGEMENT LLC
000117266120002092 Q3 2020 65 37,389,091 13F-HR 11/12/2020 POLEN CAPITAL MANAGEMENT LLC
000117266120001647 Q2 2020 63 33,086,882 13F-HR 8/13/2020 POLEN CAPITAL MANAGEMENT LLC
000117266120001182 Q1 2020 63 23,050,442 13F-HR 5/11/2020 POLEN CAPITAL MANAGEMENT LLC
000117266120000333 Q4 2019 62 25,392,583 13F-HR 2/6/2020 POLEN CAPITAL MANAGEMENT LLC
000117266119002155 Q3 2019 58 21,710,787 13F-HR 11/12/2019 POLEN CAPITAL MANAGEMENT LLC
000117266119001677 Q2 2019 56 20,626,927 13F-HR 8/12/2019 POLEN CAPITAL MANAGEMENT LLC
000117266119001172 Q1 2019 59 19,134,416 13F-HR 5/13/2019 POLEN CAPITAL MANAGEMENT LLC