13F-HR filed by POLEN CAPITAL MANAGEMENT LLC
POLEN CAPITAL MANAGEMENT LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-12, with 117 holding rows worth $31,845,099,652.
- Accession
- 0001172661-25-001713
- Filer
- CIK 1034524
- Filed
- 2025-05-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 117 entries on the cover page, a total value of $31,845,099,652 stated on the cover page (in dollars after the unit check, H1), rows summing to $31,845,099,652 with VALUE read as dollars as filed, 13F file number 028-03687. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Amazon.com, Inc | 023135106 | COM | 17,747,395 | $3,376,619,406 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 5,941,106 | $2,230,231,954 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 6,023,710 | $2,111,069,470 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 12,609,101 | $1,762,878,461 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 3,211,209 | $1,760,127,802 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 11,385,577 | $1,510,296,828 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 15,270,075 | $1,457,986,765 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,754,571 | $1,449,117,615 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 8,796,847 | $1,448,400,867 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 3,007,719 | $1,200,350,430 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 7,434,428 | $1,161,480,672 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 2,322,482 | $1,155,666,992 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 2,818,625 | $1,081,027,107 | dollars as filed | |
| MSCI INC COM | 55354G100 | Stock | 1,868,138 | $1,056,431,788 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 3,208,478 | $1,001,173,464 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 7,726,604 | $923,020,105 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 3,944,506 | $921,160,370 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 888,072 | $828,154,067 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 949,728 | $756,116,174 | dollars as filed | |
| PAYCOMSOFTWAREINC | 70432V102 | STOK | 3,097,854 | $676,819,145 | dollars as filed | |
| Apple Inc | 037833100 | COM | 2,681,114 | $595,555,874 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,037,575 | $543,430,017 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 6,601,800 | $523,060,632 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 5,133,440 | $503,539,113 | dollars as filed | |
| GARTNERINC | 366651107 | STOK | 835,522 | $350,701,922 | dollars as filed | |
| SAP SE SPON ADR | 803054204 | ADR | 542,699 | $145,682,191 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 385,522 | $139,208,065 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 68,534 | $133,700,430 | dollars as filed | |
| WILLIS TOWERS WATSON PLC LTD SHS | G96629103 | Stock | 366,539 | $123,871,729 | dollars as filed | |
| ICON PUB LTD CO SHS | G4705A100 | Stock | 635,052 | $111,127,679 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 610,910 | $94,471,160 | dollars as filed | |
| GLOBANT S A | L44385109 | COM | 774,418 | $91,164,439 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 1,001,906 | $69,572,355 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 629,483 | $56,565,299 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 166,526 | $50,878,703 | dollars as filed | |
| ISHARES TR | 464288257 | MSCI ACWI ETF | 384,795 | $44,786,332 | dollars as filed | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 651,063 | $43,256,617 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 52,677 | $34,905,227 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 2,969,781 | $30,410,559 | dollars as filed | |
| TENCENT MUSIC ENTMT GROUP SPON ADS | 88034P109 | ADR | 1,978,769 | $28,514,064 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 38,749 | $21,313,221 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 71,261 | $17,327,930 | dollars as filed | |
| EXLSERVICE HLDGS INC COM | 302081104 | Stock | 260,017 | $12,275,408 | dollars as filed | |
| ON HLDG AG NAMEN AKT A | H5919C104 | Stock | 238,933 | $10,493,939 | dollars as filed | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 66,193 | $7,833,942 | dollars as filed | |
| HAMILTON LANE INC | 407497106 | CL A | 52,320 | $7,778,389 | dollars as filed | |
| MEDPACE HLDGS INC COM | 58506Q109 | Stock | 24,466 | $7,454,599 | dollars as filed | |
| GOOSEHEAD INS INC | 38267D109 | COM CL A | 61,317 | $7,239,086 | dollars as filed | |
| INSIGHT ENTERPRISES INC | 45765U103 | COM | 42,133 | $6,319,586 | dollars as filed | |
| CORE & MAIN INC CL A | 21874C102 | Stock | 124,953 | $6,036,491 | dollars as filed | |
| PAYLOCITY HLDG CORP COM | 70438V106 | Stock | 31,338 | $5,870,931 | dollars as filed | |
| PROGYNY INC COM | 74340E103 | Stock | 261,506 | $5,842,046 | dollars as filed | |
| RAMBUS INC DEL COM | 750917106 | Stock | 109,117 | $5,649,518 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 14,589 | $5,409,833 | dollars as filed | |
| LAS VEGAS SANDS CORP COM | 517834107 | Stock | 139,619 | $5,393,482 | dollars as filed | |
| DLOCAL LTD | G29018101 | CLASS A COM | 627,551 | $5,233,775 | dollars as filed | |
| HOULIHAN LOKEY INC CL A | 441593100 | Stock | 32,295 | $5,215,639 | dollars as filed | |
| FIRSTSERVICE CORP NEW COM | 33767E202 | Stock | 29,648 | $4,920,011 | dollars as filed | |
| CCC INTELLIGENT SOLUTIONS HLD COM | 12510Q100 | Stock | 544,653 | $4,918,220 | dollars as filed | |
| APPLIED INDL TECHNOLOGIES INC COM | 03820C105 | Stock | 21,160 | $4,768,214 | dollars as filed | |
| TREX CO INC | 89531P105 | COM | 78,742 | $4,574,935 | dollars as filed | |
| YUM CHINA HLDGS INC | 98850P109 | COM | 86,045 | $4,479,503 | dollars as filed | |
| ELFBEAUTYINC | 26856L103 | STOK | 69,325 | $4,352,896 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 33,409 | $4,231,293 | dollars as filed | |
| DUTCH BROS INC | 26701L100 | CL A | 68,124 | $4,205,948 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 30,902 | $3,931,912 | dollars as filed | |
| AAON INC | 000360206 | COM PAR $0.004 | 49,466 | $3,864,790 | dollars as filed | |
| GLOBAL X FDS | 37954Y889 | S&P 500 CATHOLIC | 53,317 | $3,601,030 | dollars as filed | |
| REVOLVE GROUP INC CL A | 76156B107 | Stock | 160,282 | $3,444,456 | dollars as filed | |
| CLEARWATER ANALYTICS HLDGS I | 185123106 | CL A | 124,892 | $3,347,092 | dollars as filed | |
| iShares MSCI ACWI ex U.S. ETF | 464288240 | SHS | 58,768 | $3,258,691 | dollars as filed | |
| WILLSCOT HLDGS CORP | 971378104 | COM CL A | 116,917 | $3,250,282 | dollars as filed | |
| BELDEN INC COM | 077454106 | Stock | 30,665 | $3,074,190 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 15,249 | $3,011,853 | dollars as filed | |
| EPAM SYS INC COM | 29414B104 | Stock | 16,512 | $2,787,886 | dollars as filed | |
| BIO-TECHNE CORP | 09073M104 | COM | 46,314 | $2,715,415 | dollars as filed | |
| INSTALLED BLDG PRODS INC | 45780R101 | COM | 15,650 | $2,683,282 | dollars as filed | |
| WARBY PARKER INC | 93403J106 | CL A COM | 147,071 | $2,681,103 | dollars as filed | |
| BLACKLINE, INC. | 09239B109 | COM | 55,099 | $2,667,912 | dollars as filed | |
| SITEONE LANDSCAPE SUPPLY INC | 82982L103 | COM | 21,338 | $2,591,297 | dollars as filed | |
| CONSTRUCTION PARTNERS INC | 21044C107 | COM CL A | 34,795 | $2,500,738 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 23,299 | $2,345,510 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 8,257 | $2,215,928 | dollars as filed | |
| QUALYS INC COM | 74758T303 | Stock | 16,742 | $2,108,341 | dollars as filed | |
| KINSALECAPGROUPINC | 49714P108 | STOK | 4,262 | $2,074,358 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 10,362 | $2,067,095 | dollars as filed | |
| POOL CORP COM | 73278L105 | Stock | 5,617 | $1,788,172 | dollars as filed | |
| TOPBUILD COR COM | 89055F103 | Stock | 4,931 | $1,503,708 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 10,959 | $1,270,658 | dollars as filed | |
| DYNATRACE INC COM NEW | 268150109 | Stock | 26,718 | $1,259,754 | dollars as filed | |
| SKILLSOFT CORP | 83066P309 | CL A | 57,172 | $1,099,989 | dollars as filed | |
| MORNINGSTAR INC COM | 617700109 | Stock | 3,534 | $1,059,741 | dollars as filed | |
| OLLIES BARGAIN OUTLET HLDGS | 681116109 | COM | 8,998 | $1,047,007 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 11,539 | $1,009,432 | dollars as filed | |
| LGI HOMES INC COM | 50187T106 | Stock | 14,523 | $965,349 | dollars as filed | |
| COLLIERS INTL GROUP INC SUB VTG SHS | 194693107 | Stock | 7,933 | $962,273 | dollars as filed | |
| AMN HEALTHCARE SVCS INC | 001744101 | COM | 38,564 | $943,278 | dollars as filed | |
| MARKETAXESS HLDGS INC | 57060D108 | COM | 4,046 | $875,352 | dollars as filed | |
| SAIA INC | 78709Y105 | COM | 2,464 | $860,996 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,448 | $809,812 | dollars as filed | |
| BOWMAN CONSULTING GROUP LTD | 103002101 | COM | 35,417 | $773,152 | dollars as filed | |
| BENTLEY SYS INC COM CL B | 08265T208 | Stock | 19,464 | $765,714 | dollars as filed | |
| FLOOR & DECOR HLDGS INC CL A | 339750101 | Stock | 8,924 | $718,114 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 2,455 | $642,794 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 5,242 | $480,849 | dollars as filed | |
| NETEASE COM INC SPONSORED ADS | 64110W102 | ADR | 4,321 | $444,717 | dollars as filed | |
| EVERPURE INC CL A | 74624M102 | Stock | 9,597 | $424,859 | dollars as filed | |
| TETRA TECH INC NEW | 88162G103 | COM | 14,061 | $411,284 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 6,209 | $394,152 | dollars as filed | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 1,528 | $390,530 | dollars as filed | |
| MANHATTAN ASSOCIATES INC COM | 562750109 | Stock | 2,226 | $385,187 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 1,166 | $375,837 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 1,476 | $332,956 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 4,943 | $322,549 | dollars as filed | |
| iShares Global 100 ETF | 464287572 | SHS | 2,474 | $305,553 | dollars as filed | |
| Karooooo Ltd | Y4600W108 | COM | 6,899 | $293,483 | dollars as filed | |
| CELLEBRITE DI LTD ORDINARY SHARES | M2197Q107 | Stock | 14,849 | $288,516 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-001713 | this filing | 2025-05-12 | acceptance time not in the bulk data set |