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SEC filer: POLEN CAPITAL MANAGEMENT LLC · quarter ending 2026-06-30 · filed 2026-08-04 · $11.61B across 214 reported positions
| ZTS | TRIMMED | 4,223,076 → 320,420 sh | $476.2M |
| AON | TRIMMED | 1,354,053 → 164,035 sh | $382.7M |
| MSFT | TRIMMED | 2,845,888 → 2,098,613 sh | $270.6M |
| CSGP | TRIMMED | 12,570,368 → 8,759,314 sh | $259.0M |
| GE AEROSPACE | NEW POSITION | 0 → 690,493 sh | $258.1M |
| ACCENTURE PLC IRELAND | TRIMMED | 1,354,748 → 152,800 sh | $249.6M |
| SNPS | TRIMMED | 671,233 → 41,267 sh | $247.7M |
| GEV | NEW POSITION | 0 → 196,612 sh | $231.0M |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | LLYELI LILLY & CO | 6.9% | $799.9M | 666,912 | SHARES |
| 2 | NVIDIA CORPORATIONno ticker match — as filed | 6.9% | $796.0M | 3,978,446 | SHARES |
| 3 | MSFTMICROSOFT CORP | 6.7% | $782.8M | 2,098,613 | SHARES |
| 4 | GOOGLALPHABET INC | 6.7% | $775.0M | 2,193,028 | SHARES |
| 5 | AVGOBROADCOM INC | 6.4% | $740.5M | 1,960,209 | SHARES |
| 6 | AMZNAMAZON COM INC | 5.8% | $669.7M | 2,809,953 | SHARES |
| 7 | VVISA INC | 5.3% |
| $619.5M |
| 1,805,617 |
| SHARES |
| 8 | MASTERCARD INCORPORATEDno ticker match — as filed | 5.1% | $586.5M | 1,141,958 | SHARES |
| 9 | NOWSERVICENOW INC | 4.6% | $533.2M | 5,370,172 | SHARES |
| 10 | ORCLORACLE CORP | 4.5% | $523.8M | 3,574,259 | SHARES |
| 11 | SHOPSHOPIFY INC | 4.5% | $522.7M | 4,577,524 | SHARES |
| 12 | MSCIMSCI INC | 3.2% | $376.2M | 671,797 | SHARES |
| 13 | LRCXLAM RESEARCH CORP | 3.2% | $372.2M | 859,036 | SHARES |
| 14 | SBUXSTARBUCKS CORP | 3.1% | $362.9M | 3,550,773 | SHARES |
| 15 | IDEXX LABS INCno ticker match — as filed | 2.4% | $280.3M | 532,384 | SHARES |
| 16 | GE AEROSPACEno ticker match — as filed | 2.2% | $258.1M | 690,493 | SHARES |
| 17 | CSGPCOSTAR GROUP INC | 2.1% | $248.1M | 8,759,314 | SHARES |
| 18 | TAIWAN SEMICONDUCTOR MANUFACno ticker match — as filed | 2.1% | $239.4M | 501,210 | SHARES |
| 19 | ABNBAIRBNB INC | 2.0% | $236.1M | 1,649,884 | SHARES |
| 20 | GEVGE VERNOVA INC | 2.0% | $231.0M | 196,612 | SHARES |
| 21 | METAMETA PLATFORMS INC | 1.6% | $185.6M | 329,573 | SHARES |
| 22 | ISRGINTUITIVE SURGICAL INC | 1.5% | $178.1M | 447,944 | SHARES |
| 23 | ATIATI INC | 1.4% | $161.5M | 819,236 | SHARES |
| 24 | HWMHOWMET AEROSPACE INC | 1.1% | $122.9M | 457,124 | SHARES |
| 25 | ISHARES TRno ticker match — as filed | 0.8% | $97.6M | 764,550 | 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.