Holdings of POLEN CAPITAL MANAGEMENT LLC

Name: Holdings of POLEN CAPITAL MANAGEMENT LLC
Creator: Titelia

198 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 62.9 % of the equity sleeve

Sector breakdown

Technology 36.5 %
Health care 15.9 %
Financials 15.6 %
Consumer discretionary 12.5 %
Communication 8.8 %
Industrials 1.8 %
Unattributed 8.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 99.2 %
TW 0.5 %
NL 0.2 %
DE 0.1 %
IN 0.0 %
AR 0.0 %
DK 0.0 %
MX 0.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	190	12.8B $	99.24 %
2	TW	1	59M $	0.46 %
3	NL	1	21.2M $	0.16 %
4	DE	1	11.4M $	0.09 %
5	IN	2	3.7M $	0.03 %
6	AR	1	1.5M $	0.01 %
7	DK	1	414.5K $	0.00 %
8	MX	1	242.6K $	0.00 %

Positions

Rank	Company	Shares	Value
1	Microsoft Corp	2,845,888	1.1B $
2	Alphabet Inc	2,946,637	845.3M $
3	Eli Lilly & Co	914,557	841.2M $
4	Broadcom Inc	2,697,567	834.9M $
5	Amazon.com Inc	3,896,739	811.6M $
6	Mastercard Inc	1,541,388	770.2M $
7	ServiceNow Inc	7,269,453	760M $
8	Visa Inc	2,445,760	739.2M $
9	Oracle Corp	5,024,257	739.1M $
10	NVIDIA Corp	4,104,247	715.8M $
11	CoStar Group Inc	12,570,368	507.1M $
12	MSCI Inc	929,509	501M $
13	Zoetis Inc	4,223,076	499.2M $
14	Starbucks Corp	5,055,488	452.9M $
15	IDEXX Laboratories Inc	695,811	391M $
16	Airbnb Inc	2,273,747	287.1M $
17	Intuitive Surgical Inc	606,826	279.7M $
18	Meta Platforms Inc	476,663	272.7M $
19	Synopsys Inc	671,233	266.1M $
20	Lam Research Corp	1,054,495	225.3M $
21	Uber Technologies Inc	2,917,928	209.9M $
22	iShares Russell 1000 Growth ETF	406,863	173.5M $
23	Rollins Inc	2,177,678	116.3M $
24	MercadoLibre Inc	34,452	59.6M $
25	Taiwan Semiconductor Manufacturing Co Ltd	174,686	59M $
26	iShares Trust	306,415	42.4M $
27	Boston Scientific Corp	579,739	36.4M $
28	ASML Holding NV	16,072	21.2M $
29	SAP SE	66,674	11.4M $
30	Argan Inc	17,981	9.8M $
31	Powell Industries Inc	17,485	9.5M $
32	Bloom Energy Corp	67,231	9.1M $
33	Intuit Inc	19,853	8.6M $
34	Bel Fuse Inc	43,339	8.6M $
35	CECO Environmental Corp	143,231	8.5M $
36	DigitalOcean Holdings Inc	96,206	8.3M $
37	Alphabet Inc	28,195	8.1M $
38	Netflix Inc	83,285	8M $
39	BWX Technologies Inc	38,123	7.8M $
40	VSE Corp	42,040	7.8M $
41	Amprius Technologies Inc	422,145	7.1M $
42	Clear Secure Inc	145,900	7.1M $
43	Vanguard Growth ETF	16,030	7M $
44	Fastly Inc	238,518	6.9M $
45	Modine Manufacturing Co	29,042	6.3M $
46	Planet Labs PBC	213,914	6M $
47	Brookdale Senior Living Inc	420,374	5.8M $
48	IES Holdings Inc	11,953	5.7M $
49	Sphere Entertainment Co	48,293	5.7M $
50	iShares MSCI China ETF	96,813	5.4M $
51	iShares MSCI Taiwan ETF	72,894	5.2M $
52	nLight Inc	89,791	5.1M $
53	GeneDx Holdings Corp	77,419	5M $
54	Carpenter Technology Corp	12,431	4.9M $
55	Solaris Energy Infrastructure Inc	83,675	4.7M $
56	Babcock & Wilcox Enterprises Inc	271,492	4M $
57	Tencent Music Entertainment Group	410,278	3.8M $
58	Paycom Software Inc	30,831	3.7M $
59	Figure Technology Solutions Inc	105,634	3.6M $
60	Karman Holdings Inc	44,066	3.5M $
61	Bridgebio Pharma Inc	45,934	3.4M $
62	Praxis Precision Medicines Inc	10,043	3.2M $
63	Guardant Health Inc	34,725	3.2M $
64	ICICI Bank Ltd	118,059	3.1M $
65	Aehr Test Systems	79,396	2.9M $
66	Construction Partners Inc	26,329	2.9M $
67	Adobe Inc	11,868	2.9M $
68	Astronics Corp	42,410	2.8M $
69	AXT Inc	49,368	2.8M $
70	Tesla Inc	7,368	2.7M $
71	Sea Ltd	32,874	2.7M $
72	Wayfair Inc	35,216	2.6M $
73	Victory Capital Holdings Inc	39,868	2.6M $
74	Protagonist Therapeutics Inc	24,337	2.6M $
75	Scholar Rock Holding Corp	51,951	2.6M $
76	SiTime Corp	7,101	2.5M $
77	State Street SPDR S&P 500 ETF Trust	3,757	2.4M $
78	Oppenheimer Holdings Inc	26,954	2.4M $
79	Carvana Co	7,348	2.3M $
80	Vicor Corp	13,899	2.2M $
81	Resolute Holdings Management Inc	13,669	2.2M $
82	Astec Industries Inc	41,172	2.2M $
83	Proto Labs Inc	37,594	2.1M $
84	Kratos Defense & Security Solutions, Inc.	29,265	2.1M $
85	RealReal Inc/The	221,865	2M $
86	iRadimed Corp	20,744	2M $
87	Preformed Line Products Co	7,341	2M $
88	Celcuity Inc	17,181	2M $
89	Mirum Pharmaceuticals Inc	20,531	1.9M $
90	Ramaco Resources Inc	119,574	1.8M $
91	AZZ Inc	14,438	1.8M $
92	Figs Inc	121,437	1.8M $
93	AAR Corp	16,208	1.8M $
94	Lindblad Expeditions Holdings Inc	102,127	1.8M $
95	iShares Trust	25,676	1.8M $
96	Littelfuse Inc	4,959	1.7M $
97	Shake Shack Inc	18,840	1.7M $
98	Butterfly Network Inc	406,260	1.6M $
99	SoFi Technologies Inc	103,345	1.6M $
100	Adaptive Biotechnologies Corp	116,051	1.6M $