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SEC filer: POLEN CAPITAL MANAGEMENT LLC · quarter ending 2026-03-31 · filed 2026-05-14 · $14.46B across 216 reported positions
| AMZN | TRIMMED | 8,653,721 → 3,896,739 sh | $1.19B |
| MSFT | TRIMMED | 3,909,985 → 2,845,888 sh | $837.5M |
| ORCL | TRIMMED | 7,185,496 → 5,024,257 sh | $661.4M |
| ELI LILLY & CO | TRIMMED | 1,246,090 → 914,557 sh | $498.0M |
| ABBOTT LABS | EXITED | 3,962,230 → 0 sh | $496.4M |
| ADBE | TRIMMED | 1,345,588 → 11,868 sh | $468.1M |
| MASTERCARD INCORPORATED | TRIMMED | 2,131,727 → 1,541,388 sh | $446.8M |
| V | TRIMMED | 3,375,342 → 2,445,760 sh | $444.6M |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 7.3% | $1.05B | 2,845,888 | SHARES |
| 2 | GOOGLALPHABET INC | 5.9% | $853.4M | 2,974,832 | SHARES |
| 3 | ELI LILLY & COno ticker match — as filed | 5.8% | $841.2M | 914,557 | SHARES |
| 4 | AVGOBROADCOM INC | 5.8% | $834.9M | 2,697,567 | SHARES |
| 5 | AMZNAMAZON COM INC | 5.6% | $811.6M | 3,896,739 | SHARES |
| 6 | MASTERCARD INCORPORATEDno ticker match — as filed | 5.3% | $770.2M | 1,541,388 | SHARES |
| 7 | NOWSERVICENOW INC |
| 5.3% |
| $760.0M |
| 7,269,453 |
| SHARES |
| 8 | SHOPSHOPIFY INC | 5.2% | $748.1M | 6,306,740 | SHARES |
| 9 | VVISA INC | 5.1% | $739.2M | 2,445,760 | SHARES |
| 10 | ORCLORACLE CORP | 5.1% | $739.1M | 5,024,257 | SHARES |
| 11 | NVIDIA CORPORATIONno ticker match — as filed | 5.0% | $715.8M | 4,104,247 | SHARES |
| 12 | CSGPCOSTAR GROUP INC | 3.5% | $507.1M | 12,570,368 | SHARES |
| 13 | MSCIMSCI INC | 3.5% | $501.0M | 929,509 | SHARES |
| 14 | ZTSZOETIS INC | 3.5% | $499.2M | 4,223,076 | SHARES |
| 15 | SBUXSTARBUCKS CORP | 3.1% | $452.9M | 5,055,488 | SHARES |
| 16 | AONAON PLC | 3.0% | $437.1M | 1,354,053 | SHARES |
| 17 | IDEXX LABS INCno ticker match — as filed | 2.7% | $391.0M | 695,811 | SHARES |
| 18 | ABNBAIRBNB INC | 2.0% | $287.1M | 2,273,747 | SHARES |
| 19 | ISRGINTUITIVE SURGICAL INC | 1.9% | $279.7M | 606,826 | SHARES |
| 20 | METAMETA PLATFORMS INC | 1.9% | $272.7M | 476,663 | SHARES |
| 21 | ACCENTURE PLC IRELANDno ticker match — as filed | 1.9% | $268.6M | 1,354,748 | SHARES |
| 22 | SNPSSYNOPSYS INC | 1.8% | $266.1M | 671,233 | SHARES |
| 23 | LRCXLAM RESEARCH CORP | 1.6% | $225.3M | 1,054,495 | SHARES |
| 24 | ISHARES TRno ticker match — as filed | 1.6% | $224.2M | 847,034 | SHARES |
| 25 | UBERUBER TECHNOLOGIES INC | 1.5% | $209.9M | 2,917,928 | SHARES |
Values as reported in the filing's information table; duplicate issuer lines (share classes/lots) aggregated. 13Fs disclose long US positions only — shorts, futures, and most foreign holdings are invisible here. Educational only — not investment advice, and a quarter old by design.