Holders — by stockHoldings — by fund
POLEN CAPITAL MANAGEMENT LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1034524
$11.61B
disclosed book value
219
positions
6.9%
largest position share
Positions, as of 2026-06-30
top 100 of 219 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | LLYELI LILLY & CO | 666,912 | $799.9M | 6.9% |
| 2 | NVDANVIDIA CORPORATION | 4.0M | $796.0M | 6.9% |
| 3 | MSFTMICROSOFT CORP | 2.1M | $782.8M | 6.7% |
| 4 | GOOGALPHABET INC | 2.2M | $765.0M | 6.6% |
| 5 | AVGOBROADCOM INC | 2.0M | $740.5M | 6.4% |
| 6 | AMZNAMAZON COM INC | 2.8M | $669.7M | 5.8% |
| 7 | VVISA INC | 1.8M | $619.5M | 5.3% |
| 8 | MAMASTERCARD INCORPORATED | 1.1M | $586.5M | 5.1% |
| 9 | NOWSERVICENOW INC | 5.4M | $533.2M | 4.6% |
| 10 | ORCLORACLE CORP | 3.6M | $523.8M | 4.5% |
| 11 | SHOPSHOPIFY INC | 4.6M | $522.7M | 4.5% |
| 12 | MSCIMSCI INC | 671,797 | $376.2M | 3.2% |
| 13 | LRCXLAM RESEARCH CORP | 859,036 | $372.2M | 3.2% |
| 14 | SBUXSTARBUCKS CORP | 3.6M | $362.9M | 3.1% |
| 15 | IDXXIDEXX LABS INC | 532,384 | $280.3M | 2.4% |
| 16 | GEGE AEROSPACE | 690,493 | $258.1M | 2.2% |
| 17 | CSGPCOSTAR GROUP INC | 8.8M | $248.1M | 2.1% |
| 18 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 501,210 | $239.4M | 2.1% |
| 19 | ABNBAIRBNB INC | 1.6M | $236.1M | 2% |
| 20 | GEVGE VERNOVA INC | 196,612 | $231.0M | 2% |
| 21 | METAMETA PLATFORMS INC | 329,573 | $185.6M | 1.6% |
| 22 | ISRGINTUITIVE SURGICAL INC | 447,944 | $178.1M | 1.5% |
| 23 | ATIATI INC | 819,236 | $161.5M | 1.4% |
| 24 | HWMHOWMET AEROSPACE INC | 457,124 | $122.9M | 1.1% |
| 25 | EMEEMCOR GROUP INC | 103,123 | $85.6M | 0.7% |
| 26 | IWFISHARES TR | 613,639 | $76.2M | 0.7% |
| 27 | ROLROLLINS INC | 1.6M | $66.4M | 0.6% |
| 28 | AON PLC | 164,035 | $54.4M | 0.5% |
| 29 | MELIMERCADOLIBRE INC | 25,926 | $44.0M | 0.4% |
| 30 | UBERUBER TECHNOLOGIES INC | 570,063 | $41.1M | 0.4% |
| 31 | SPOTIFY TECHNOLOGY S A | 81,578 | $37.5M | 0.3% |
| 32 | ASML HLDG NV | 15,427 | $30.7M | 0.3% |
| 33 | ZTSZOETIS INC | 320,420 | $23.0M | 0.2% |
| 34 | ACCENTURE PLC IRELAND | 152,800 | $19.0M | 0.2% |
| 35 | ACWIISHARES TR | 120,540 | $18.9M | 0.2% |
| 36 | SNPSSYNOPSYS INC | 41,267 | $18.4M | 0.2% |
| 37 | DOCNDIGITALOCEAN HLDGS INC | 101,350 | $15.9M | 0.1% |
| 38 | WULFTERAWULF INC | 563,139 | $13.9M | 0.1% |
| 39 | CECOCECO ENVIRONMENTAL CORP | 137,977 | $12.5M | 0.1% |
| 40 | BEBLOOM ENERGY CORP | 40,838 | $12.4M | 0.1% |
| 41 | BELFBBEL FUSE INC | 32,845 | $10.9M | 0.1% |
| 42 | NU HLDGS LTD | 752,747 | $10.1M | 0.1% |
| 43 | GOOGLALPHABET INC | 27,810 | $9.9M | 0.1% |
| 44 | LASRNLIGHT INC | 133,448 | $9.3M | 0.1% |
| 45 | JFROG LTD | 93,117 | $8.5M | 0.1% |
| 46 | POWLPOWELL INDS INC | 29,181 | $8.4M | 0.1% |
| 47 | AGXARGAN INC | 10,214 | $8.2M | 0.1% |
| 48 | MODMODINE MFG CO | 29,335 | $7.8M | 0.1% |
| 49 | YOUCLEAR SECURE INC | 131,773 | $7.3M | 0.1% |
| 50 | BKDBROOKDALE SR LIVING INC | 451,082 | $7.3M | 0.1% |
| 51 | BWXTBWX TECHNOLOGIES INC | 36,974 | $7.2M | 0.1% |
| 52 | CCJCAMECO CORP | 68,968 | $7.0M | 0.1% |
| 53 | VSECVSE CORP | 29,853 | $6.8M | 0.1% |
| 54 | SPHRSPHERE ENTERTAINMENT CO | 38,529 | $6.7M | 0.1% |
| 55 | SEISOLARIS ENERGY INFRAS INC | 80,324 | $6.5M | 0.1% |
| 56 | AMPXAMPRIUS TECHNOLOGIES INC | 465,598 | $6.5M | 0.1% |
| 57 | AEHRAEHR TEST SYS | 66,157 | $6.4M | 0.1% |
| 58 | VUGVANGUARD INDEX FDS | 73,200 | $6.3M | 0.1% |
| 59 | DLOCAL LTD | 456,087 | $5.9M | 0.1% |
| 60 | REALTHE REALREAL INC | 496,556 | $5.9M | 0.1% |
| 61 | TWSTTWIST BIOSCIENCE CORP | 55,310 | $5.7M | 0% |
| 62 | VICRVICOR CORP | 14,924 | $5.7M | 0% |
| 63 | IESCIES HOLDINGS INC | 7,275 | $5.3M | 0% |
| 64 | GHGUARDANT HEALTH INC | 34,372 | $5.2M | 0% |
| 65 | LIGHTPATH TECHNOLOGIES INC | 314,476 | $5.1M | 0% |
| 66 | PLPLANET LABS PBC | 149,211 | $4.9M | 0% |
| 67 | VISHAY PRECISION GROUP INC | 32,744 | $4.9M | 0% |
| 68 | NFLXNETFLIX INC. | 68,139 | $4.9M | 0% |
| 69 | RACKSPACE TECHNOLOGY INC | 709,189 | $4.6M | 0% |
| 70 | FLOTEK INDUSTRIES INC | 195,504 | $4.6M | 0% |
| 71 | SAPSAP SE | 28,773 | $4.4M | 0% |
| 72 | CRSCARPENTER TECHNOLOGY CORP | 6,756 | $4.2M | 0% |
| 73 | SITMSITIME CORP | 5,555 | $4.1M | 0% |
| 74 | BUTTERFLY NETWORK INC | 480,502 | $4.0M | 0% |
| 75 | AXTIAXT INC | 52,707 | $3.8M | 0% |
| 76 | TSLATESLA INC | 8,974 | $3.8M | 0% |
| 77 | APLDAPPLIED DIGITAL CORP | 98,328 | $3.7M | 0% |
| 78 | VECOVEECO INSTRS INC DEL | 48,314 | $3.7M | 0% |
| 79 | BWBABCOCK & WILCOX ENTERPRISES | 249,411 | $3.5M | 0% |
| 80 | ASTRAZENECA PLC | 18,621 | $3.5M | 0% |
| 81 | TMETENCENT MUSIC ENTMT GROUP | 407,182 | $3.4M | 0% |
| 82 | AIRAAR CORP | 23,561 | $3.4M | 0% |
| 83 | WILLIS TOWERS WATSON PLC LTD | 12,833 | $3.4M | 0% |
| 84 | TSHATAYSHA GENE THERAPIES INC | 489,219 | $3.3M | 0% |
| 85 | LINDLINDBLAD EXPEDITIONS HLDGS I | 114,915 | $3.2M | 0% |
| 86 | ATROASTRONICS CORP | 39,379 | $3.2M | 0% |
| 87 | LFUSLITTELFUSE INC | 7,016 | $3.2M | 0% |
| 88 | ASTEASTEC INDS INC | 52,160 | $3.2M | 0% |
| 89 | LTHLIFE TIME GROUP HOLDINGS INC | 76,705 | $3.1M | 0% |
| 90 | ENTRAVISION COMMUNICATIONS C | 236,939 | $3.1M | 0% |
| 91 | MILLICOM INTL CELLULAR S A | 33,602 | $3.0M | 0% |
| 92 | SPYSTATE STR SPDR S&P 500 ETF T | 4,018 | $3.0M | 0% |
| 93 | JOBY AVIATION INC | 332,157 | $3.0M | 0% |
| 94 | COPA HOLDINGS SA | 18,948 | $2.9M | 0% |
| 95 | CARDINAL INFRASTRUCTURE GROU | 30,787 | $2.9M | 0% |
| 96 | SRRKSCHOLAR ROCK HLDG CORP | 52,132 | $2.9M | 0% |
| 97 | AAOIAPPLIED OPTOELECTRONICS INC | 19,272 | $2.9M | 0% |
| 98 | PRLBPROTO LABS INC | 35,011 | $2.9M | 0% |
| 99 | OPPENHEIMER HLDGS INC | 26,834 | $2.8M | 0% |
| 100 | PLPCPREFORMED LINE PRODS CO | 6,875 | $2.8M | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.