POLEN CAPITAL MANAGEMENT LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PC POLEN CAPITAL MANAGEMENT LLC | Institutional Filer | ▼ 38.28% | $14.46B | 221 |
Current Portfolio Holdings
Showing all 221 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | Technology | 2.8M | $1.05B | 7.29% |
| 2 | GOOG | Alphabet Inc. | Technology | 2.9M | $845.3M | 5.85% |
| 3 | LLY | Eli Lilly and Company | Healthcare | 915K | $841.2M | 5.82% |
| 4 | AVGO | Broadcom Inc. | Technology | 2.7M | $834.9M | 5.78% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 3.9M | $811.6M | 5.61% |
| 6 | MA | Mastercard Incorporated | Financial Services | 1.5M | $770.2M | 5.33% |
| 7 | NOW | ServiceNow, Inc. | Technology | 7.3M | $760.0M | 5.26% |
| 8 | SHOP | Shopify Inc. | Technology | 6.3M | $748.1M | 5.17% |
| 9 | V | Visa Inc. | Financial Services | 2.4M | $739.2M | 5.11% |
| 10 | ORCL | Oracle Corporation | Technology | 5.0M | $739.1M | 5.11% |
| 11 | NVDA | NVIDIA Corporation | Technology | 4.1M | $715.8M | 4.95% |
| 12 | CSGP | CoStar Group, Inc. | Real Estate | 12.6M | $507.1M | 3.51% |
| 13 | MSCI | MSCI Inc. | Financial Services | 930K | $501.0M | 3.47% |
| 14 | ZTS | Zoetis Inc. | Healthcare | 4.2M | $499.2M | 3.45% |
| 15 | SBUX | Starbucks Corporation | Consumer Cyclical | 5.1M | $452.9M | 3.13% |
Showing 1 to 15 of 221 holdings