Investor Details
| Filer Name: | POLEN CAPITAL MANAGEMENT LLC |
|---|---|
| CIK: | 1034524 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-10 |
| Number of Holdings: | 124 |
| Portfolio Value: | $37.01B |
Polen Capital Management Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AMZN | US | AMAZON.COM INC | 19,546,612 | $4,288M | 11.59% | -24.1% | - |
| MSFT | US | MICROSOFT CORP | 6,410,882 | $2,702M | 7.30% | -8.6% | - |
| GOOG | US | ALPHABET INC-CL C | 11,076,271 | $2,109M | 5.70% | -13.6% | - |
| V | US | VISA INC-CLASS A SHARES | 6,578,733 | $2,079M | 5.62% | -9.4% | - |
| MA | US | MASTERCARD INC - A | 3,492,466 | $1,839M | 4.97% | -8.9% | - |
| SHOP | US | SHOPIFY INC - CLASS A | 17,079,480 | $1,816M | 4.91% | -10.0% | - |
| ORCL | US | ORACLE CORP | 10,723,731 | $1,787M | 4.83% | 22.3% | - |
| NOW | US | SERVICENOW INC | 1,634,595 | $1,733M | 4.68% | -26.5% | - |
| AAPL | US | APPLE INC | 6,169,513 | $1,545M | 4.17% | -8.4% | - |
| NFLX | US | NETFLIX INC | 1,727,862 | $1,540M | 4.16% | -9.4% | - |
| ABT | US | ABBOTT LABORATORIES | 12,688,363 | $1,435M | 3.88% | -9.0% | - |
| ADBE | US | ADOBE INC | 3,015,574 | $1,341M | 3.62% | -8.9% | - |
| TMO | US | THERMO FISHER SCIENTIFIC INC | 2,461,195 | $1,280M | 3.46% | -12.3% | - |
| ACN | US | ACCENTURE PLC-CL A | 3,526,610 | $1,241M | 3.35% | -9.6% | - |
| ZTS | US | ZOETIS INC | 7,483,194 | $1,219M | 3.29% | 17.5% | - |
| MSCI | US | MSCI INC | 2,032,238 | $1,219M | 3.29% | -8.8% | - |
| WDAY | US | WORKDAY INC-CLASS A | 4,287,623 | $1,106M | 2.99% | -10.7% | - |
| ABNB | US | AIRBNB INC-CLASS A | 8,216,914 | $1,080M | 2.92% | -10.5% | - |
| LLY | US | ELI LILLY & CO | 1,295,389 | $1,000M | 2.70% | 164.4% | - |
| PAYC | US | PAYCOM SOFTWARE INC | 3,171,660 | $650M | 1.76% | -9.7% | - |