POLEN CAPITAL MANAGEMENT LLC

$14.5B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1034524 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $14.5B
ALL retained default holdings for this (filer, period), including NULL-value ones: 221
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 69
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 82

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$837M	−1,064,097	$1.9B	$1.1B	3,909,985	2,845,888
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$416M	−1,071,484	$1.3B	$845M	4,018,121	2,946,637
position key `pos:15863` · issuer key `iss:1123` COM	TRIM	−$498M	−331,533	$1.3B	$841M	1,246,090	914,557
position key `pos:12827` · issuer key `iss:323` COM	TRIM	−$387M	−834,070	$1.2B	$835M	3,531,637	2,697,567
position key `pos:14175` · issuer key `iss:95` COM	TRIM	−$1.2B	−4,756,982	$2.0B	$812M	8,653,721	3,896,739
position key `pos:14206` · issuer key `iss:1193` CL A	TRIM	−$447M	−590,339	$1.2B	$770M	2,131,727	1,541,388
position key `pos:13683` · issuer key `iss:1648` COM	ADD	−$110M	+1,588,665	$870M	$760M	5,680,788	7,269,453
position key `pos:18191` · issuer key `iss:1654` CL A SUB VTG SHS	TRIM	−$411M	−895,132	$1.2B	$748M	7,201,872	6,306,740
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$445M	−929,582	$1.2B	$739M	3,375,342	2,445,760
position key `pos:16072` · issuer key `iss:1370` COM	TRIM	−$661M	−2,161,239	$1.4B	$739M	7,185,496	5,024,257
position key `pos:15642` · issuer key `iss:1334` COM	TRIM	−$278M	−1,223,865	$994M	$716M	5,328,112	4,104,247
position key `pos:17225` · issuer key `iss:526` COM	ADD	+$178M	+7,679,432	$329M	$507M	4,890,936	12,570,368
position key `pos:16004` · issuer key `iss:1161` COM	TRIM	−$263M	−401,576	$764M	$501M	1,331,085	929,509
position key `pos:11897` · issuer key `iss:2010` CL A	TRIM	−$201M	−1,339,593	$700M	$499M	5,562,669	4,223,076
position key `pos:16012` · issuer key `iss:1713` COM	TRIM	−$118M	−1,729,820	$571M	$453M	6,785,308	5,055,488
position key `pos:14354` · issuer key `iss:2031` SHS CL A	TRIM	−$214M	−492,241	$652M	$437M	1,846,294	1,354,053
position key `pos:16368` · issuer key `iss:953` COM	TRIM	−$259M	−264,726	$650M	$391M	960,537	695,811
position key `pos:11979` · issuer key `iss:57` COM CL A	TRIM	−$124M	−756,983	$411M	$287M	3,030,730	2,273,747
position key `pos:16805` · issuer key `iss:997` COM NEW	TRIM	−$197M	−235,792	$477M	$280M	842,618	606,826
position key `pos:11390` · issuer key `iss:720` CL A	NEW	+$273M	+476,663	$0	$273M	—	476,663
position key `pos:17429` · issuer key `iss:2052` SHS CLASS A	TRIM	−$236M	−527,959	$505M	$269M	1,882,707	1,354,748
position key `pos:18221` · issuer key `iss:1739` COM	TRIM	−$131M	−173,648	$397M	$266M	844,881	671,233
position key `pos:10455` · issuer key `iss:1091` COM NEW	NEW	+$225M	+1,054,495	$0	$225M	—	1,054,495
position key `pos:12696` · issuer key `iss:1845` COM	TRIM	−$81.5M	−647,865	$291M	$210M	3,565,793	2,917,928
position key `pos:11528` · issuer key `iss:1012` RUS 1000 GRW ETF	TRIM	−$194M	−369,223	$367M	$173M	776,086	406,863
position key `pos:11941` · issuer key `iss:1573` COM	NEW	+$116M	+2,177,678	$0	$116M	—	2,177,678
position key `pos:10534` · issuer key `iss:1213` COM	TRIM	−$37.0M	−13,468	$96.5M	$59.6M	47,920	34,452
position key `pos:17467` · issuer key `iss:1751` SPONSORED ADS	TRIM	−$1.9M	−25,907	$61.0M	$59.0M	200,593	174,686
position key `pos:11788` · issuer key `iss:2269` SHS	ADD	+$10.5M	+35,771	$41.6M	$52.1M	71,658	107,429
position key `pos:10899` · issuer key `iss:1013` MSCI ACWI ETF	TRIM	−$43.9M	−303,718	$86.3M	$42.4M	610,133	306,415
position key `pos:14095` · issuer key `iss:307` COM	TRIM	−$347M	−3,439,813	$383M	$36.4M	4,019,552	579,739
position key `pos:11625` · issuer key `iss:2284` N Y REGISTRY SHS	ADD	+$9.3M	+4,877	$12.0M	$21.2M	11,195	16,072
position key `pos:15764` · issuer key `iss:2177` ORD SHS CL A	ADD	−$1.9M	+59,402	$19.4M	$17.5M	1,157,836	1,217,238
position key `pos:17397` · issuer key `iss:1623` SPON ADR	TRIM	−$45.3M	−166,658	$56.7M	$11.4M	233,332	66,674
position key `pos:12496` · issuer key `iss:163` COM	TRIM	+$2.0M	−6,905	$7.8M	$9.8M	24,886	17,981
position key `pos:17530` · issuer key `iss:1474` COM	TRIM	+$3.0M	−2,856	$6.5M	$9.5M	20,341	17,485
position key `pos:18254` · issuer key `iss:289` COM CL A	TRIM	+$2.6M	−8,203	$6.6M	$9.1M	75,434	67,231
position key `pos:13832` · issuer key `iss:996` COM	TRIM	−$331M	−492,803	$340M	$8.6M	512,656	19,853
position key `pos:11958` · issuer key `iss:249` CL B	ADD	+$4.8M	+20,817	$3.8M	$8.6M	22,522	43,339
position key `pos:11882` · issuer key `iss:350` COM	ADD	+$4.4M	+73,456	$4.2M	$8.5M	69,775	143,231
position key `pos:13589` · issuer key `iss:584` COM	NEW	+$8.3M	+96,206	$0	$8.3M	—	96,206
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$1.6M	−2,669	$9.7M	$8.1M	30,864	28,195
position key `pos:15433` · issuer key `iss:1290` COM	TRIM	−$8.3M	−90,512	$16.3M	$8.0M	173,797	83,285
position key `pos:12280` · issuer key `iss:218` COM	ADD	+$2.2M	+5,795	$5.6M	$7.8M	32,328	38,123
position key `pos:10637` · issuer key `iss:1883` COM	ADD	+$1.8M	+7,650	$5.9M	$7.8M	34,390	42,040
position key `pos:17878` · issuer key `iss:126` COMMON STOCK	ADD	+$4.8M	+133,855	$2.3M	$7.1M	288,290	422,145
position key `pos:15478` · issuer key `iss:464` COM CL A	ADD	+$5.7M	+106,575	$1.4M	$7.1M	39,325	145,900
position key `pos:11209` · issuer key `cusip6:922908` GROWTH ETF	TRIM	−$9.2M	−17,094	$16.2M	$7.0M	33,124	16,030
position key `pos:13976` · issuer key `iss:723` CL A	NEW	+$6.9M	+238,518	$0	$6.9M	—	238,518
position key `pos:10427` · issuer key `iss:1241` COM	ADD	+$4.4M	+14,733	$1.9M	$6.3M	14,309	29,042
position key `pos:15214` · issuer key `iss:1462` COM CL A	ADD	+$3.8M	+102,376	$2.2M	$6.0M	111,538	213,914
position key `sid:sec:prov:b978bd1134111ecdd8f59ca5986454b7` · issuer key `cusip6:G29018` CLASS A COM	TRIM	−$649K	−7,900	$6.6M	$6.0M	466,809	458,909
position key `pos:10784` · issuer key `iss:324` COM	ADD	+$3.6M	+219,786	$2.2M	$5.8M	200,588	420,374
position key `pos:17570` · issuer key `iss:942` COM	ADD	+$1.4M	+1,012	$4.3M	$5.7M	10,941	11,953
position key `pos:10575` · issuer key `iss:1169` CL A	ADD	+$3.4M	+24,465	$2.3M	$5.7M	23,828	48,293
position key `pos:13728` · issuer key `iss:2247` SHS	TRIM	−$3.4M	−8,049	$9.0M	$5.6M	27,425	19,376
position key `sid:sec:prov:33b416b76e58babde9f188715329bb04` · issuer key `cusip6:46429B` MSCI CHINA ETF	NEW	+$5.4M	+96,813	$0	$5.4M	—	96,813
position key `pos:13406` · issuer key `iss:2156` SHS	TRIM	−$2.9M	−23,839	$8.1M	$5.3M	84,500	60,661
position key `pos:11286` · issuer key `iss:1016` MSCI TAIWAN ETF	NEW	+$5.2M	+72,894	$0	$5.2M	—	72,894
position key `pos:11929` · issuer key `iss:1316` COM	ADD	+$2.8M	+28,167	$2.3M	$5.1M	61,624	89,791
position key `pos:17695` · issuer key `iss:2037` ORD	NEW	+$5.1M	+26,046	$0	$5.1M	—	26,046
position key `pos:10670` · issuer key `iss:1641` COM CL A	ADD	−$2.8M	+17,558	$7.8M	$5.0M	59,861	77,419
position key `pos:15744` · issuer key `iss:402` COM	ADD	+$3.0M	+6,369	$1.9M	$4.9M	6,062	12,431
position key `sid:sec:prov:ff305e5d71d778fecd58cf4c7769a673` · issuer key `cusip6:83418M` COM CL A	ADD	+$3.4M	+55,078	$1.3M	$4.7M	28,597	83,675
position key `pos:15361` · issuer key `iss:219` COM	ADD	+$3.2M	+149,212	$775K	$4.0M	122,280	271,492
position key `pos:16371` · issuer key `iss:1778` SPON ADS	TRIM	−$3.4M	−2,189	$7.2M	$3.8M	412,467	410,278
position key `pos:10415` · issuer key `iss:1418` COM	TRIM	−$289M	−1,804,197	$292M	$3.7M	1,835,028	30,831
position key `pos:16486` · issuer key `iss:762` COM CL A	ADD	+$3.1M	+92,831	$523K	$3.6M	12,803	105,634
position key `pos:11089` · issuer key `iss:1048` COMMON STOCK	ADD	+$3.1M	+37,611	$472K	$3.5M	6,455	44,066
position key `pos:14584` · issuer key `iss:311` COM	ADD	+$486K	+7,693	$2.9M	$3.4M	38,241	45,934
position key `pos:11142` · issuer key `iss:1475` COM NEW	NEW	+$3.2M	+10,043	$0	$3.2M	—	10,043
position key `pos:17626` · issuer key `iss:860` COM	ADD	+$1.2M	+15,058	$2.0M	$3.2M	19,667	34,725
position key `pos:14412` · issuer key `iss:949` ADR	TRIM	−$634K	−5,813	$3.7M	$3.1M	123,872	118,059
position key `pos:18239` · issuer key `iss:2262` NAMEN AKT A	TRIM	−$6.0M	−106,432	$9.0M	$3.0M	194,483	88,051
position key `pos:12537` · issuer key `iss:42` COM	ADD	+$2.3M	+49,285	$608K	$2.9M	30,111	79,396
position key `pos:18186` · issuer key `iss:509` COM CL A	ADD	+$1.8M	+15,714	$1.2M	$2.9M	10,615	26,329
position key `pos:17290` · issuer key `iss:39` COM	TRIM	−$468M	−1,333,720	$471M	$2.9M	1,345,588	11,868
position key `pos:15801` · issuer key `iss:182` COM	TRIM	−$82.2K	−11,281	$2.9M	$2.8M	53,691	42,410
position key `pos:14997` · issuer key `iss:21` COM	ADD	+$2.4M	+27,153	$363K	$2.8M	22,215	49,368
position key `pos:10357` · issuer key `iss:1786` COM	TRIM	−$936K	−803	$3.7M	$2.7M	8,171	7,368
position key `pos:13027` · issuer key `iss:1636` SPONSORD ADS	TRIM	−$2.7M	−9,836	$5.4M	$2.7M	42,710	32,874
position key `pos:16784` · issuer key `iss:2268` COM STK	ADD	+$1.7M	+18,411	$980K	$2.7M	17,685	36,096
position key `sid:sec:prov:f1e71bd6ff507cf831cca3859119fb42` · issuer key `cusip6:L1995B` COM	ADD	+$1.3M	+54,150	$1.3M	$2.7M	51,919	106,069
position key `pos:18082` · issuer key `iss:1950` CL A	ADD	−$48.1K	+8,359	$2.7M	$2.6M	26,857	35,216
position key `sid:sec:prov:92d70af3046ad7c1844307f216b087fc` · issuer key `cusip6:92645B` COM CL A	ADD	+$1.9M	+28,723	$703K	$2.6M	11,145	39,868
position key `pos:13950` · issuer key `iss:1497` COM	ADD	+$788K	+3,988	$1.8M	$2.6M	20,349	24,337
position key `pos:17712` · issuer key `iss:1630` COM	ADD	+$1.6M	+30,189	$959K	$2.6M	21,762	51,951
position key `pos:12212` · issuer key `iss:1668` COM	NEW	+$2.5M	+7,101	$0	$2.5M	—	7,101
position key `pos:11570` · issuer key `iss:1599` TR UNIT	TRIM	−$2.1M	−2,960	$4.6M	$2.4M	6,717	3,757
position key `pos:17920` · issuer key `iss:2172` COMMON STOCK	ADD	−$866K	+44,687	$3.3M	$2.4M	250,067	294,754
position key `pos:17931` · issuer key `iss:1369` CL A NON VTG	ADD	+$1.2M	+10,611	$1.2M	$2.4M	16,343	26,954
position key `pos:18060` · issuer key `iss:2229` COM	TRIM	+$770K	−1,622	$1.6M	$2.4M	35,915	34,293
position key `pos:15955` · issuer key `iss:406` CL A	TRIM	−$1.5M	−1,626	$3.8M	$2.3M	8,974	7,348
position key `pos:13155` · issuer key `iss:1915` COM	NEW	+$2.2M	+13,899	$0	$2.2M	—	13,899
position key `sid:sec:prov:27e1d5524af9c2d7aa6d5ec2e560c465` · issuer key `cusip6:76134H` COM	TRIM	−$2.1M	−7,246	$4.3M	$2.2M	20,915	13,669
position key `pos:14019` · issuer key `iss:179` COM	ADD	+$1.2M	+18,828	$968K	$2.2M	22,344	41,172
position key `pos:11527` · issuer key `iss:381` COM	TRIM	−$383K	−7,964	$2.6M	$2.2M	28,174	20,210
position key `pos:15059` · issuer key `iss:1498` COM	ADD	+$1.9M	+33,446	$210K	$2.1M	4,148	37,594
position key `pos:12719` · issuer key `iss:1076` COM NEW	ADD	+$568K	+9,568	$1.5M	$2.1M	19,697	29,265
position key `pos:13012` · issuer key `iss:1797` COM	ADD	−$748K	+46,777	$2.8M	$2.0M	175,088	221,865

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 219 issuers · $14.5B disclosed value over 221 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$1.1B

2,845,888

7.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows POLEN CAPITAL MANAGEMENT LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$845M	2,946,637
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$8.1M	28,195

$853M

2,974,832

5.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$841M

914,557

5.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$835M

2,697,567

5.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$812M

3,896,739

5.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$770M

1,541,388

5.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SERVICENOW INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$760M

7,269,453

5.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHOPIFY INC · CL A SUB VTG SHS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$748M

6,306,740

5.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$739M

2,445,760

5.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$739M

5,024,257

5.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$716M

4,104,247

5.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTAR GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$507M

12,570,368

3.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MSCI INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$501M

929,509

3.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ZOETIS INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$499M

4,223,076

3.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STARBUCKS CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$453M

5,055,488

3.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AON PLC · SHS CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$437M

1,354,053

3.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IDEXX LABS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$391M

695,811

2.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AIRBNB INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$287M

2,273,747

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$280M

606,826

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$273M

476,663

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ACCENTURE PLC IRELAND · SHS CLASS A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$269M

1,354,748

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SYNOPSYS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$266M

671,233

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$225M

1,054,495

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$210M

2,917,928

1.5%

—

ISHARES TR · RUS 1000 GRW ETF CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$173M

406,863

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROLLINS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$116M

2,177,678

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCADOLIBRE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$59.6M

34,452

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$59.0M

174,686

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPOTIFY TECHNOLOGY S A · SHS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$52.1M

107,429

0.4%

—

ISHARES TR

2 positions · 2 reported rows

Rows POLEN CAPITAL MANAGEMENT LLC reported for ISHARES TR, as it reported them
ISHARES TR · MSCI ACWI ETF CUSIP — src ↗	$42.4M	306,415
ISHARES TR · MSCI ACWI EX US CUSIP — src ↗	$1.8M	25,676

ticker not yet mapped

$44.2M

332,091

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOSTON SCIENTIFIC CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$36.4M

579,739

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASML HLDG NV · N Y REGISTRY SHS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$21.2M

16,072

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NU HLDGS LTD · ORD SHS CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$17.5M

1,217,238

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SAP SE · SPON ADR CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$11.4M

66,674

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARGAN INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$9.8M

17,981

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

POWELL INDS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$9.5M

17,485

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLOOM ENERGY CORP · COM CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$9.1M

67,231

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUIT · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$8.6M

19,853

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BEL FUSE INC · CL B CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$8.6M

43,339

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CECO ENVIRONMENTAL CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$8.5M

143,231

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DIGITALOCEAN HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$8.3M

96,206

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$8.0M

83,285

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BWX TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$7.8M

38,123

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VSE CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$7.8M

42,040

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPRIUS TECHNOLOGIES INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$7.1M

422,145

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CLEAR SECURE INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$7.1M

145,900

0.0%

—

VANGUARD INDEX FDS · GROWTH ETF CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$7.0M

16,030

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FASTLY INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$6.9M

238,518

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MODINE MFG CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$6.3M

29,042

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PLANET LABS PBC · COM CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$6.0M

213,914

0.0%

—

DLOCAL LTD · CLASS A COM CUSIP G29018101
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$6.0M

458,909

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROOKDALE SR LIVING INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$5.8M

420,374

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IES HOLDINGS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$5.7M

11,953

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPHERE ENTERTAINMENT CO · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$5.7M

48,293

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WILLIS TOWERS WATSON PLC LTD · SHS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$5.6M

19,376

0.0%

—

ISHARES TR · MSCI CHINA ETF CUSIP 46429B671
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$5.4M

96,813

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MEDTRONIC PLC · SHS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$5.3M

60,661

0.0%

—

ISHARES INC · MSCI TAIWAN ETF CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$5.2M

72,894

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NLIGHT INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$5.1M

89,791

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASTRAZENECA PLC · ORD CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$5.1M

26,046

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENEDX HOLDINGS CORP · COM CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$5.0M

77,419

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CARPENTER TECHNOLOGY CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$4.9M

12,431

0.0%

—

SOLARIS ENERGY INFRAS INC · COM CL A CUSIP 83418M103
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$4.7M

83,675

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BABCOCK & WILCOX ENTERPRISES · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$4.0M

271,492

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TENCENT MUSIC ENTMT GROUP · SPON ADS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$3.8M

410,278

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PAYCOM SOFTWARE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$3.7M

30,831

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FIGURE TECHNOLOGY SOLUTIO · COM CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$3.6M

105,634

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KARMAN HLDGS INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$3.5M

44,066

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BRIDGEBIO PHARMA INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$3.4M

45,934

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PRAXIS PRECISION MEDICINES I · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$3.2M

10,043

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GUARDANT HEALTH INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$3.2M

34,725

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ICICI BANK LIMITED · ADR CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$3.1M

118,059

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ON HLDG AG · NAMEN AKT A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$3.0M

88,051

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AEHR TEST SYS · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.9M

79,396

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONSTRUCTION PARTNERS INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.9M

26,329

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADOBE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.9M

11,868

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASTRONICS CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.8M

42,410

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AXT INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.8M

49,368

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.7M

7,368

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SEA LTD · SPONSORD ADS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.7M

32,874

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MILLICOM INTL CELLULAR S A · COM STK CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.7M

36,096

0.0%

—

CORPORACION AMER ARPTS S A · COM CUSIP L1995B107
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$2.7M

106,069

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WAYFAIR INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.6M

35,216

0.0%

—

VICTORY CAP HLDGS INC DEL · COM CL A CUSIP 92645B103
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$2.6M

39,868

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROTAGONIST THERAPEUTICS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.6M

24,337

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHOLAR ROCK HLDG CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.6M

51,951

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SITIME CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.5M

7,101

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.4M

3,757

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOBY AVIATION INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.4M

294,754

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OPPENHEIMER HLDGS INC · CL A NON VTG CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.4M

26,954

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TECHNIPFMC PLC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.4M

34,293

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CARVANA CO · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.3M

7,348

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VICOR CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.2M

13,899

0.0%

—

RESOLUTE HLDGS MGMT INC · COM CUSIP 76134H101
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$2.2M

13,669

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASTEC INDS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.2M

41,172

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CAMECO CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.2M

20,210

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROTO LABS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.1M

37,594

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KRATOS DEFENSE & SEC SOLUTIO · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.1M

29,265

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THE REALREAL INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.0M

221,865

0.0%

—

IRADIMED CORP · COM CUSIP 46266A109
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$2.0M

20,744

0.0%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 94.3%above median 80.0%
Concentration index: 433 bpsbelow median 446 bps
Positions with value: 221 / 221median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 94.3% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 433 · QoQ moves: 303

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open POLEN CAPITAL MANAGEMENT LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).