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Polen Capital Management LLC

All holdings · as of Mar 31, 2026

221 positions

CompanyClassValueShares% of portfolio
MICROSOFT CORP—$1.05B2,845,8887.3%
Alphabet Inc.—$845.27M2,946,6375.8%
ELI LILLY & Co—$841.18M914,5575.8%
Broadcom Inc.—$834.92M2,697,5675.8%
Amazon.com Inc—$811.57M3,896,7395.6%
Mastercard Inc—$770.17M1,541,3885.3%
ServiceNow Inc—$760.02M7,269,4535.3%
SHOPIFY INC—$748.11M6,306,7405.2%
Visa Inc—$739.21M2,445,7605.1%
ORACLE CORP—$739.12M5,024,2575.1%
NVIDIA Corp—$715.78M4,104,2475.0%
CoStar Group Inc—$507.09M12,570,3683.5%
MSCI Inc.—$501.01M929,5093.5%
Zoetis Inc.—$499.21M4,223,0763.5%
STARBUCKS CORP—$452.92M5,055,4883.1%
Aon plc—$437.06M1,354,0533.0%
IDEXX LABORATORIES INC /DE—$390.97M695,8112.7%
Airbnb, Inc.—$287.13M2,273,7472.0%
Intuitive Surgical Inc—$279.74M606,8261.9%
Meta Platforms Inc—$272.71M476,6631.9%
Accenture plc—$268.63M1,354,7481.9%
SYNOPSYS INC—$266.13M671,2331.8%
LAM RESEARCH CORP—$225.30M1,054,4951.6%
Uber Technologies, Inc—$209.89M2,917,9281.5%
ISHARES TR—$173.49M406,8631.2%
ROLLINS INC—$116.31M2,177,6780.8%
MercadoLibre, Inc.—$59.57M34,4520.4%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$59.04M174,6860.4%
SPOTIFY TECHNOLOGY S A—$52.09M107,4290.4%
ISHARES TR—$42.40M306,4150.3%
BOSTON SCIENTIFIC CORP—$36.38M579,7390.3%
ASML HLDG NV—$21.23M16,0720.1%
NU HLDGS LTD—$17.49M1,217,2380.1%
SAP SE—$11.42M66,6740.1%
Argan, Inc.—$9.79M17,9810.1%
POWELL INDUSTRIES INC—$9.46M17,4850.1%
Bloom Energy Corp—$9.11M67,2310.1%
INTUIT INC.—$8.58M19,8530.1%
BEL FUSE INC.—$8.58M43,3390.1%
CECO ENVIRONMENTAL CORPCECOCommon Stock$8.53M143,2310.1%
DigitalOcean Holdings, Inc.—$8.25M96,2060.1%
Alphabet Inc.—$8.11M28,1950.1%
Netflix Inc—$8.01M83,2850.1%
BWX Technologies, Inc.—$7.80M38,1230.1%
VSE CORP—$7.75M42,0400.1%
Amprius Technologies, Inc.—$7.12M422,1450.0%
Clear Secure, Inc.—$7.06M145,9000.0%
VANGUARD INDEX FDS—$7.00M16,0300.0%
Fastly, Inc.—$6.93M238,5180.0%
MODINE MANUFACTURING CO—$6.29M29,0420.0%
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