POLEN CAPITAL MANAGEMENT LLC

data from 30/09/2025

Capitalization

$ 30.802 B -5.47 %

Average holding period

6 ans

Performance

$ 32.977 B 191.88 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in POLEN CAPITAL MANAGEMENT LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 ORCL ORACLE CORP 8.48% 2.612 B $ 9288638 2024/09/30 750.268 M $ 28.64 %
2025/09/30 MSFT MICROSOFT CORP 8.44% 2.600 B $ 5020158 2017/09/30 111.453 M $ 4.13 %
2025/09/30 AMZN AMAZON COM INC 8.02% 2.469 B $ 11246528 2021/03/31 2.506 M $ 0.08 %
2025/09/30 SHOP SHOPIFY INC 5.34% 1.644 B $ 11060906 2021/06/30 488.595 M $ 28.83 %
2025/09/30 MA MASTERCARD INCORPORATED 5.06% 1.559 B $ 2741243 2013/06/30 20.555 M $ 1.22 %
2025/09/30 V VISA INC 4.81% 1.482 B $ 4340224 2013/06/30 -76.704 M $ -3.85 %
2025/09/30 AVGO BROADCOM INC 4.80% 1.480 B $ 4485854 2025/09/30 0.000 $ 0.00 %
2025/09/30 LLY ELI LILLY & CO 4.02% 1.238 B $ 1622967 2023/09/30 -28.728 M $ -2.12 %
2025/09/30 NVDA NVIDIA CORPORATION 3.81% 1.175 B $ 6297034 2025/06/30 487.230 K $ 18.10 %
2025/09/30 GOOG ALPHABET INC 3.67% 1.130 B $ 4640242 2015/12/31 434.159 M $ 37.30 %
2025/09/30 ZTS ZOETIS INC 3.57% 1.100 B $ 7516911 2017/12/31 -81.094 M $ -6.18 %
2025/09/30 NOW SERVICENOW INC 3.36% 1.034 B $ 1124076 2019/12/31 -126.869 M $ -10.49 %
2025/09/30 ABT ABBOTT LABS 3.23% 993.916 M $ 7420604 2019/09/30 -22.086 M $ -1.52 %
2025/09/30 MSCI MSCI INC 2.92% 898.743 M $ 1583939 2023/09/30 -16.247 M $ -1.62 %
2025/09/30 AON AON PLC 2.88% 887.944 M $ 2490167 2020/09/30 -494.212 K $ -0.05 %
2025/09/30 SBUX STARBUCKS CORP 2.44% 751.345 M $ 8881141 2025/03/31 -67.970 M $ -7.67 %
2025/09/30 IDXX IDEXX LABS INC 2.34% 720.123 M $ 1127147 2025/06/30 122.591 M $ 19.12 %
2025/09/30 ADBE ADOBE INC 2.13% 655.127 M $ 1857198 2015/03/31 -114.567 M $ -8.82 %
2025/09/30 ACN ACCENTURE PLC IRELAND 1.97% 607.070 M $ 2461759 2013/06/30 -154.107 M $ -17.49 %
2025/09/30 NFLX NETFLIX INC 1.86% 574.139 M $ 478880 2021/03/31 -114.304 M $ -10.47 %
2025/09/30 PAYC PAYCOM SOFTWARE INC 1.78% 548.745 M $ 2636423 2021/06/30 -67.372 M $ -10.05 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 1.77% 546.561 M $ 5598286 2025/09/30 0.000 $ 0.00 %
2025/09/30 CSGP COSTAR GROUP INC 1.75% 538.357 M $ 6380909 2024/12/31 27.488 M $ 4.94 %
2025/09/30 SNPS SYNOPSYS INC 1.67% 515.494 M $ 1044800 2025/09/30 0.000 $ 0.00 %
2025/09/30 ABNB AIRBNB INC 1.57% 482.592 M $ 3974571 2021/09/30 -80.308 M $ -8.25 %
2025/09/30 INTU INTUIT 1.47% 451.900 M $ 661727 2025/09/30 0.000 $ 0.00 %
2025/09/30 WDAY WORKDAY INC 1.46% 448.305 M $ 1862271 2023/06/30 2.608 M $ 0.30 %
2025/09/30 UBER UBER TECHNOLOGIES INC 1.45% 447.787 M $ 4570653 2025/06/30 86.516 K $ 5.01 %
2025/09/30 MELI MERCADOLIBRE INC 0.38% 115.714 M $ 49515 2021/06/30 -17.207 M $ -10.59 %
2025/09/30 GOOGL ALPHABET INC 0.37% 115.091 M $ 473431 2015/12/31 41.461 M $ 37.94 %
2025/09/30 IWF ISHARES TR 0.35% 106.727 M $ 227851 2013/06/30 9.888 M $ 10.32 %
2025/09/30 SAP SAP SE 0.30% 92.175 M $ 344952 2017/09/30 -17.946 M $ -12.13 %
2025/09/30 ICLR ICON PLC 0.25% 77.606 M $ 443461 2017/06/30 15.969 M $ 20.32 %
2025/09/30 WTW WILLIS TOWERS WATSON PLC LTD 0.25% 75.924 M $ 219784 2024/12/31 12.233 M $ 12.71 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.18% 55.541 M $ 114513 2022/12/31 174.264 M $ 19.62 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.16% 49.451 M $ 177059 2025/09/30 0.000 $ 0.00 %
2025/09/30 ACWI ISHARES TR 0.09% 26.328 M $ 190449 2020/12/31 853.699 K $ 7.50 %
2025/09/30 NU NU HLDGS LTD 0.08% 24.674 M $ 1541162 2024/12/31 5.695 M $ 16.69 %
2025/09/30 MNDY MONDAY COM LTD 0.08% 24.368 M $ 125811 2024/12/31 -11.786 M $ -38.41 %
2025/09/30 HDB HDFC BANK LTD 0.07% 20.269 M $ 593360 2022/12/31 -24.260 M $ -55.45 %
2025/09/30 ASML ASML HOLDING N V 0.06% 19.165 M $ 19797 2021/06/30 7.422 M $ 20.80 %
2025/09/30 HYG ISHARES TR 0.05% 16.238 M $ 200000 2025/09/30 0.000 $ 0.00 %
2025/09/30 TME TENCENT MUSIC ENTMT GROUP 0.04% 13.104 M $ 561433 2020/12/31 3.819 M $ 19.75 %
2025/09/30 SE SEA LTD 0.04% 12.553 M $ 70233 2025/06/30 1.577 M $ 11.75 %
2025/09/30 MDT MEDTRONIC PLC 0.04% 11.901 M $ 124956 2017/12/31 1.896 M $ 9.26 %
2025/09/30 BE BLOOM ENERGY CORP 0.04% 11.112 M $ 131390 2025/06/30 4.143 M $ 253.55 %
2025/09/30 ONON ON HLDG AG 0.04% 10.942 M $ 258374 2024/09/30 -4.751 M $ -18.64 %
2025/09/30 AGX ARGAN INC 0.03% 10.136 M $ 37533 2025/06/30 2.222 M $ 22.48 %
2025/09/30 DLO DLOCAL LTD 0.03% 9.987 M $ 699379 2022/12/31 1.781 M $ 25.93 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.03% 8.494 M $ 44774 2025/09/30 0.000 $ 0.00 %
2025/09/30 PDD PDD HOLDINGS INC 0.03% 8.364 M $ 63283 2024/06/30 1.769 M $ 26.29 %
2025/09/30 MMYT MAKEMYTRIP LIMITED MAURITIUS 0.03% 8.170 M $ 87289 2025/06/30 -463.932 K $ -4.51 %
2025/09/30 GLOB GLOBANT S A 0.03% 7.752 M $ 135108 2018/06/30 -9.134 M $ -36.83 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 0.03% 7.730 M $ 11075 2024/12/31 -2.042 M $ -9.04 %
2025/09/30 WGS GENEDX HOLDINGS CORP 0.02% 7.345 M $ 68169 2025/06/30 1.250 M $ 16.72 %
2025/09/30 VIST VISTA ENERGY S.A.B. DE C.V. 0.02% 7.258 M $ 210976 2025/06/30 -188.571 K $ -28.05 %
2025/09/30 POWL POWELL INDS INC 0.02% 7.119 M $ 23357 2025/06/30 2.375 M $ 44.84 %
2025/09/30 IBN ICICI BANK LIMITED 0.02% 6.780 M $ 224267 2025/06/30 -1.707 M $ -10.14 %
2025/09/30 BWXT BWX TECHNOLOGIES INC 0.02% 6.775 M $ 36748 2025/06/30 1.654 M $ 27.98 %
2025/09/30 METC RAMACO RES INC 0.02% 6.052 M $ 182332 2025/06/30 1.247 M $ 152.59 %
2025/09/30 VSEC VSE CORP 0.02% 5.722 M $ 34420 2025/06/30 1.396 M $ 26.92 %
2025/09/30 VUG VANGUARD INDEX FDS 0.02% 5.576 M $ 11625 2024/09/30 531.897 K $ 9.40 %
2025/09/30 JOBY JOBY AVIATION INC 0.02% 5.137 M $ 318267 2025/06/30 1.987 M $ 52.99 %
2025/09/30 IESC IES HLDGS INC 0.02% 4.829 M $ 12144 2025/06/30 1.402 M $ 34.24 %
2025/09/30 KARO KAROOOOO LTD 0.02% 4.719 M $ 82608 2021/06/30 690.003 K $ 16.62 %
2025/09/30 MOD MODINE MFG CO 0.02% 4.623 M $ 32523 2025/06/30 845.519 K $ 44.32 %
2025/09/30 ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.01% 4.356 M $ 291197 2025/06/30 470.870 K $ 28.41 %
2025/09/30 ACWX ISHARES TR 0.01% 4.005 M $ 61612 2019/12/31 89.873 K $ 6.68 %
2025/09/30 CVNA CARVANA CO 0.01% 3.944 M $ 10456 2025/06/30 471.074 K $ 11.95 %
2025/09/30 AAPL APPLE INC 0.01% 3.910 M $ 15355 2024/09/30 421.695 K $ 24.11 %
2025/09/30 TSLA TESLA INC 0.01% 3.820 M $ 8590 2025/06/30 854.097 K $ 40.00 %
2025/09/30 SOFI SOFI TECHNOLOGIES INC 0.01% 3.784 M $ 143218 2025/06/30 1.403 M $ 45.09 %
2025/09/30 PRCH PORCH GROUP INC 0.01% 3.648 M $ 217423 2025/06/30 673.759 K $ 42.32 %
2025/09/30 AMPX AMPRIUS TECHNOLOGIES INC 0.01% 3.571 M $ 339427 2025/09/30 0.000 $ 0.00 %
2025/09/30 HCI HCI GROUP INC 0.01% 3.487 M $ 18168 2025/06/30 555.107 K $ 26.10 %
2025/09/30 CCJ CAMECO CORP 0.01% 3.239 M $ 38622 2025/06/30 439.282 K $ 12.97 %
2025/09/30 QQEW FIRST TR EXCHANGE-TRADED FD 0.01% 3.179 M $ 22529 2025/09/30 0.000 $ 0.00 %
2025/09/30 CECO ENVIRONMENTAL CORP 0.01% 3.083 M $ 60223 2025/06/30 419.276 K $ 80.85 %
2025/09/30 SMR NUSCALE PWR CORP 0.01% 3.008 M $ 83543 2025/06/30 -304.116 K $ -9.00 %
2025/09/30 PTON PELOTON INTERACTIVE INC 0.01% 2.919 M $ 324372 2025/06/30 441.593 K $ 29.68 %
2025/09/30 AMSC AMERICAN SUPERCONDUCTOR CORP 0.01% 2.809 M $ 47291 2025/06/30 1.072 M $ 61.87 %
2025/09/30 BELFB BEL FUSE INC 0.01% 2.755 M $ 19539 2025/06/30 883.325 K $ 44.35 %
2025/09/30 W WAYFAIR INC 0.01% 2.667 M $ 29861 2025/06/30 660.152 K $ 74.68 %
2025/09/30 VO VANGUARD INDEX FDS 0.01% 2.553 M $ 8690 2025/09/30 0.000 $ 0.00 %
2025/09/30 CATH GLOBAL X FDS 0.01% 2.502 M $ 30866 2021/09/30 263.630 K $ 7.44 %
2025/09/30 DAVE DAVE INC 0.01% 2.478 M $ 12429 2025/06/30 -871.606 K $ -25.73 %
2025/09/30 FSLR FIRST SOLAR INC 0.01% 2.473 M $ 11214 2025/09/30 0.000 $ 0.00 %
2025/09/30 ATRO ASTRONICS CORP 0.01% 2.463 M $ 53993 2025/06/30 603.964 K $ 36.23 %
2025/09/30 IT GARTNER INC 0.01% 2.441 M $ 9284 2013/06/30 -110.142 M $ -34.97 %
2025/09/30 AFRM AFFIRM HLDGS INC 0.01% 2.419 M $ 33096 2025/06/30 118.306 K $ 5.70 %
2025/09/30 IE IVANHOE ELECTRIC INC 0.01% 2.363 M $ 188274 2025/06/30 398.616 K $ 38.37 %
2025/09/30 CORT CORCEPT THERAPEUTICS INC 0.01% 2.357 M $ 28363 2025/06/30 209.502 K $ 13.23 %
2025/09/30 PGY PAGAYA TECHNOLOGIES LTD 0.01% 2.253 M $ 75870 2025/06/30 288.622 K $ 39.26 %
2025/09/30 ASPI ASP ISOTOPES INC 0.01% 2.241 M $ 232913 2025/06/30 395.811 K $ 30.71 %
2025/09/30 KTOS KRATOS DEFENSE & SEC SOLUTIO 0.01% 2.167 M $ 23719 2025/06/30 1.551 M $ 96.71 %
2025/09/30 IRMD IRADIMED CORP 0.01% 2.025 M $ 28459 2025/06/30 282.987 K $ 19.02 %
2025/09/30 FTI TECHNIPFMC PLC 0.01% 2.009 M $ 50920 2025/06/30 258.425 K $ 14.55 %
2025/09/30 CVLT COMMVAULT SYS INC 0.01% 1.962 M $ 10395 2025/06/30 189.901 K $ 8.29 %
2025/09/30 HHH HOWARD HUGHES HOLDINGS INC 0.01% 1.958 M $ 23823 2025/09/30 0.000 $ 0.00 %
2025/09/30 BBIO BRIDGEBIO PHARMA INC 0.01% 1.878 M $ 36164 2025/06/30 312.285 K $ 20.29 %