Institutional manager
POLEN CAPITAL MANAGEMENT LLC
Holds positions in 40 of the S&P 500, worth $13.0bn as reported for the quarter ended 31-mar-2026.
Positions held40of 488 index companies covered
Reported value$13.0bnS&P 500 positions only
Top ten weight63%how concentrated the book is
Filing entities1single filer
Largest positions
The 40 biggest by reported value.
MicrosoftMSFT2.8m$1.05bnInformation TechnologyAlphabet Inc. (Class A)GOOGL3.0m$853mCommunication ServicesLilly (Eli)LLY914,557$841mHealth CareBroadcomAVGO2.7m$835mInformation TechnologyAmazonAMZN3.9m$812mConsumer DiscretionaryMastercardMA1.5m$770mFinancialsServiceNowNOW7.3m$760mInformation TechnologyVisa Inc.V2.4m$739mFinancialsOracle CorporationORCL5.0m$739mInformation TechnologyNvidiaNVDA4.1m$716mInformation TechnologyCoStar GroupCSGP12.6m$507mReal EstateMSCIMSCI929,509$501mFinancialsZoetisZTS4.2m$499mHealth CareStarbucksSBUX5.1m$453mConsumer DiscretionaryAon plcAON1.4m$437mFinancialsIdexx LaboratoriesIDXX695,811$391mHealth CareAirbnbABNB2.3m$287mConsumer DiscretionaryIntuitive SurgicalISRG606,826$280mHealth CareMeta PlatformsMETA476,663$273mCommunication ServicesAccentureACN1.4m$269mInformation TechnologySynopsysSNPS671,233$266mInformation TechnologyLam ResearchLRCX1.1m$225mInformation TechnologyUberUBER2.9m$210mIndustrialsRollins, Inc.ROL2.2m$116mIndustrialsTaiwan Semiconductor ManufacturingTSM174,686$59mBoston ScientificBSX579,739$36mHealth CareASML HoldingASML16,072$21mIntuitINTU19,853$9mInformation TechnologyNetflixNFLX83,285$8mCommunication ServicesWillis Towers WatsonWTW19,376$6mFinancialsMedtronicMDT60,661$5mHealth CareAdobe Inc.ADBE11,868$3mInformation TechnologyTesla, Inc.TSLA7,368$3mConsumer DiscretionaryCarvanaCVNA7,348$2mConsumer DiscretionaryAbbott LaboratoriesABT15,081$2mHealth CareApple Inc.AAPL4,052$1mInformation TechnologySandiskSNDK453$287,809Information TechnologyFirst SolarFSLR1,275$251,507Information TechnologyGartnerIT1,549$245,280Information TechnologySalesforceCRM1,215$226,859Information Technology
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.