The Analysis of POLEN CAPITAL MANAGEMENT LLC's Holdings
Currently, POLEN CAPITAL MANAGEMENT LLC holds 232 types of securities in its portfolio with a total value $30.8B. In the most recent quarter, they have increased their positions in AVGO (+4.5M shares, valued at $1.5B), NVDA (+6.3M shares, valued at $1.2B), BSX (+5.6M shares, valued at $546.6M); decreased their positions in TMO (-2.1M shares, valued at $1.0B), ORCL (-2.7M shares, valued at $757.8M), AMZN (-2.7M shares, valued at $587.4M); initiated new positions in AVGO (+4.5M shares, valued at $1.5B), BSX (+5.6M shares, valued at $546.6M), SNPS (+1.0M shares, valued at $515.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ORCL ORACLE CORP9.3M shares-22.49%2025-09-302025-11-12
MSFT MICROSOFT CORP5.0M shares-7.48%2025-09-302025-11-12 AMZN AMAZON COM INC11.2M shares-19.22%2025-09-302025-11-12 SHOP SHOPIFY INC11.1M shares-24.71%2025-09-302025-11-12 MA MASTERCARD INCORPORATED2.7M shares-8.38%2025-09-302025-11-12 V VISA INC4.3M shares-22.65%2025-09-302025-11-12 AVGO BROADCOM INC4.5M sharesnew addition2025-09-302025-11-12 LLY ELI LILLY & CO1.6M shares-6.61%2025-09-302025-11-12 NVDA NVIDIA CORPORATION6.3M shares36850.09%2025-09-302025-11-12 GOOG ALPHABET INC4.6M shares-29.29%2025-09-302025-11-12 ZTS ZOETIS INC7.5M shares-10.74%2025-09-302025-11-12 NOW SERVICENOW INC1.1M shares-4.49%2025-09-302025-11-12 ABT ABBOTT LABS7.4M shares-30.45%2025-09-302025-11-12 MSCI MSCI INC1.6M shares-9.04%2025-09-302025-11-12 AON AON PLC2.5M shares-9.30%2025-09-302025-11-12 SBUX STARBUCKS CORP8.9M shares-8.14%2025-09-302025-11-12 IDXX IDEXX LABS INC1.1M shares-5.71%2025-09-302025-11-12 ADBE ADOBE INC1.9M shares-44.67%2025-09-302025-11-12 ACN ACCENTURE PLC IRELAND2.5M shares-16.47%2025-09-302025-11-12 NFLX NETFLIX INC478.9K shares-41.26%2025-09-302025-11-12 PAYC PAYCOM SOFTWARE INC2.6M shares-8.98%2025-09-302025-11-12 BSX BOSTON SCIENTIFIC CORP5.6M sharesnew addition2025-09-302025-11-12 CSGP COSTAR GROUP INC6.4M shares-7.84%2025-09-302025-11-12 SNPS SYNOPSYS INC1.0M sharesnew addition2025-09-302025-11-12 ABNB AIRBNB INC4.0M shares-45.96%2025-09-302025-11-12 INTU INTUIT661.7K sharesnew addition2025-09-302025-11-12 WDAY WORKDAY INC1.9M shares-47.86%2025-09-302025-11-12 UBER UBER TECHNOLOGIES INC4.6M shares24571.56%2025-09-302025-11-12 MELI MERCADOLIBRE INC49.5K shares-20.38%2025-09-302025-11-12 GOOGL ALPHABET INC473.4K shares-23.64%2025-09-302025-11-12 IWF ISHARES TR227.9K shares0.99%2025-09-302025-11-12 SAP SAP SE345.0K shares-29.09%2025-09-302025-11-12 ICLR ICON PLC443.5K shares-17.94%2025-09-302025-11-12 WTW WILLIS TOWERS WATSON PLC LTD219.8K shares-30.02%2025-09-302025-11-12 TMO THERMO FISHER SCIENTIFIC INC114.5K shares-94.77%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD177.1K sharesnew addition2025-09-302025-11-12 ACWI ISHARES TR190.4K shares115.06%2025-09-302025-11-12 NU NU HLDGS LTD1.5M shares-38.03%2025-09-302025-11-12 MNDY MONDAY COM LTD125.8K shares28.94%2025-09-302025-11-12 HDB HDFC BANK LTD593.4K shares3.97%2025-09-302025-11-12 ASML ASML HOLDING N V19.8K shares-55.54%2025-09-302025-11-12 HYG ISHARES TR200.0K sharesnew addition2025-09-302025-11-12 TME TENCENT MUSIC ENTMT GROUP561.4K shares-43.40%2025-09-302025-11-12 SE SEA LTD70.2K shares-16.32%2025-09-302025-11-12 MDT MEDTRONIC PLC125.0K shares-46.80%2025-09-302025-11-12 BE BLOOM ENERGY CORP131.4K shares92.33%2025-09-302025-11-12 ONON ON HLDG AG258.4K shares-47.25%2025-09-302025-11-12 AGX ARGAN INC37.5K shares-16.26%2025-09-302025-11-12 DLO DLOCAL LTD699.4K shares15.43%2025-09-302025-11-12 RSP INVESCO EXCHANGE TRADED FD T44.8K sharesnew addition2025-09-302025-11-12 PDD PDD HOLDINGS INC63.3K shares-1.60%2025-09-302025-11-12 MMYT MAKEMYTRIP LIMITED MAURITIUS87.3K shares-16.84%2025-09-302025-11-12 GLOB GLOBANT S A135.1K shares-50.51%2025-09-302025-11-12 SPOT SPOTIFY TECHNOLOGY S A11.1K shares-62.39%2025-09-302025-11-12 WGS GENEDX HOLDINGS CORP68.2K shares-15.82%2025-09-302025-11-12 VIST VISTA ENERGY S.A.B. DE C.V.211.0K shares1400.33%2025-09-302025-11-12 POWL POWELL INDS INC23.4K shares-7.21%2025-09-302025-11-12 IBN ICICI BANK LIMITED224.3K shares-55.19%2025-09-302025-11-12 BWXT BWX TECHNOLOGIES INC36.7K shares-10.45%2025-09-302025-11-12 METC RAMACO RES INC182.3K shares193.11%2025-09-302025-11-12 VSEC VSE CORP34.4K shares-13.04%2025-09-302025-11-12 VUG VANGUARD INDEX FDS11.6K shares-9.93%2025-09-302025-11-12 JOBY JOBY AVIATION INC318.3K shares-10.46%2025-09-302025-11-12 IESC IES HLDGS INC12.1K shares-12.13%2025-09-302025-11-12 KARO KAROOOOO LTD82.6K shares-2.55%2025-09-302025-11-12 MOD MODINE MFG CO32.5K shares67.94%2025-09-302025-11-12 ADPT ADAPTIVE BIOTECHNOLOGIES COR291.2K shares104.70%2025-09-302025-11-12 ACWX ISHARES TR61.6K shares179.01%2025-09-302025-11-12 CVNA CARVANA CO10.5K shares-10.59%2025-09-302025-11-12 AAPL APPLE INC15.4K shares80.10%2025-09-302025-11-12 TSLA TESLA INC8.6K shares27.79%2025-09-302025-11-12 SOFI SOFI TECHNOLOGIES INC143.2K shares-16.20%2025-09-302025-11-12 PRCH PORCH GROUP INC217.4K shares61.03%2025-09-302025-11-12 AMPX AMPRIUS TECHNOLOGIES INC339.4K sharesnew addition2025-09-302025-11-12 HCI HCI GROUP INC18.2K shares30.03%2025-09-302025-11-12 CCJ CAMECO CORP38.6K shares-15.33%2025-09-302025-11-12 QQEW FIRST TR EXCHANGE-TRADED FD22.5K sharesnew addition2025-09-302025-11-12 CECO CECO ENVIRONMENTAL CORP60.2K shares228.78%2025-09-302025-11-12 SMR NUSCALE PWR CORP83.5K shares-2.20%2025-09-302025-11-12 PTON PELOTON INTERACTIVE INC324.4K shares51.32%2025-09-302025-11-12 AMSC AMERICAN SUPERCONDUCTOR CORP47.3K shares0.15%2025-09-302025-11-12 BELFB BEL FUSE INC19.5K shares-4.15%2025-09-302025-11-12 W WAYFAIR INC29.9K shares72.75%2025-09-302025-11-12 VO VANGUARD INDEX FDS8.7K sharesnew addition2025-09-302025-11-12 CATH GLOBAL X FDS30.9K shares-34.32%2025-09-302025-11-12 DAVE DAVE INC12.4K shares-1.52%2025-09-302025-11-12 FSLR FIRST SOLAR INC11.2K sharesnew addition2025-09-302025-11-12 ATRO ASTRONICS CORP54.0K shares8.44%2025-09-302025-11-12 IT GARTNER INC9.3K shares-98.81%2025-09-302025-11-12 AFRM AFFIRM HLDGS INC33.1K shares10.22%2025-09-302025-11-12 IE IVANHOE ELECTRIC INC188.3K shares64.37%2025-09-302025-11-12 CORT CORCEPT THERAPEUTICS INC28.4K shares31.46%2025-09-302025-11-12 PGY PAGAYA TECHNOLOGIES LTD75.9K shares120.02%2025-09-302025-11-12 ASPI ASP ISOTOPES INC232.9K shares32.99%2025-09-302025-11-12 KTOS KRATOS DEFENSE & SEC SOLUTIO23.7K shares-31.31%2025-09-302025-11-12 IRMD IRADIMED CORP28.5K shares14.34%2025-09-302025-11-12 FTI TECHNIPFMC PLC50.9K shares-1.28%2025-09-302025-11-12 CVLT COMMVAULT SYS INC10.4K shares-20.90%2025-09-302025-11-12 HHH HOWARD HUGHES HOLDINGS INC23.8K sharesnew addition2025-09-302025-11-12 BBIO BRIDGEBIO PHARMA INC36.2K shares1.44%2025-09-302025-11-12 WRBY WARBY PARKER INC66.7K shares-36.57%2025-09-302025-11-12 FTAI FTAI AVIATION LTD10.8K shares-26.31%2025-09-302025-11-12 MIR MIRION TECHNOLOGIES INC76.1K shares33.01%2025-09-302025-11-12 TLN TALEN ENERGY CORP4.0K shares-30.79%2025-09-302025-11-12 LRN STRIDE INC11.2K shares19.25%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR2.5K shares-2.90%2025-09-302025-11-12 BBSI BARRETT BUSINESS SVCS INC36.8K shares22.19%2025-09-302025-11-12 RDVT RED VIOLET INC30.2K shares11.68%2025-09-302025-11-12 ODD ODDITY TECH LTD24.9K shares-26.20%2025-09-302025-11-12 LASR NLIGHT INC51.8K shares70.31%2025-09-302025-11-12 LMB LIMBACH HLDGS INC15.7K shares0.15%2025-09-302025-11-12 HURN HURON CONSULTING GROUP INC10.3K shares-2.55%2025-09-302025-11-12 RHLD RESOLUTE HLDGS MGMT INC20.9K shares45.88%2025-09-302025-11-12 CRS CARPENTER TECHNOLOGY CORP6.1K shares-35.76%2025-09-302025-11-12 CRDO CREDO TECHNOLOGY GROUP HOLDI10.1K shares-58.62%2025-09-302025-11-12 BKD BROOKDALE SR LIVING INC166.9K shares98.61%2025-09-302025-11-12 CEG CONSTELLATION ENERGY CORP4.2K shares4.71%2025-09-302025-11-12 ROAD CONSTRUCTION PARTNERS INC10.9K shares-13.59%2025-09-302025-11-12 KAR OPENLANE INC47.7K shares-5.28%2025-09-302025-11-12 TEM TEMPUS AI INC16.8K shares149.22%2025-09-302025-11-12 ABCL ABCELLERA BIOLOGICS INC269.2K sharesnew addition2025-09-302025-11-12 PTGX PROTAGONIST THERAPEUTICS INC20.3K shares27.04%2025-09-302025-11-12 SWIM LATHAM GROUP INC166.7K shares39.82%2025-09-302025-11-12 SKYW SKYWEST INC12.2K shares3.04%2025-09-302025-11-12 PCT PURECYCLE TECHNOLOGIES INC92.4K shares1.16%2025-09-302025-11-12 OPY OPPENHEIMER HLDGS INC16.3K shares-9.11%2025-09-302025-11-12 EMBJ EMBRAER S.A.19.9K shares-10.89%2025-09-302025-11-12 ESQ ESQUIRE FINL HLDGS INC11.7K shares0.15%2025-09-302025-11-12 VCTR VICTORY CAP HLDGS INC18.1K shares-15.20%2025-09-302025-11-12 IRS IRSA INVERSIONES Y REP S A95.3K shares-41.74%2025-09-302025-11-12 LQDT LIQUIDITY SVCS INC40.7K shares0.15%2025-09-302025-11-12 STRL STERLING INFRASTRUCTURE INC3.3K shares-8.29%2025-09-302025-11-12 PLPC PREFORMED LINE PRODS CO5.7K shares0.14%2025-09-302025-11-12 XERS XERIS BIOPHARMA HOLDINGS INC133.2K shares0.15%2025-09-302025-11-12 GH GUARDANT HEALTH INC17.3K shares69.61%2025-09-302025-11-12 MRUS MERUS N V11.5K shares96.43%2025-09-302025-11-12 TDUP THREDUP INC110.4K shares108.29%2025-09-302025-11-12 CW CURTISS WRIGHT CORP1.9K shares-8.88%2025-09-302025-11-12 ARLO ARLO TECHNOLOGIES INC60.5K shares22.96%2025-09-302025-11-12 PBI PITNEY BOWES INC88.5K shares29.69%2025-09-302025-11-12 GRAL GRAIL INC16.7K shares-24.00%2025-09-302025-11-12 REAX THE REAL BROKERAGE INC234.6K shares-41.54%2025-09-302025-11-12 MIRM MIRUM PHARMACEUTICALS INC13.3K shares-13.98%2025-09-302025-11-12 NRG NRG ENERGY INC6.0K shares-2.01%2025-09-302025-11-12 YOU CLEAR SECURE INC28.9K sharesnew addition2025-09-302025-11-12 SION SIONNA THERAPEUTICS INC31.3K shares84.14%2025-09-302025-11-12 LTH LIFE TIME GROUP HOLDINGS INC32.7K shares-33.38%2025-09-302025-11-12 CRM SALESFORCE INC3.8K shares-24.79%2025-09-302025-11-12 ASTE ASTEC INDS INC18.1K shares65.28%2025-09-302025-11-12 ELF E L F BEAUTY INC6.5K shares67.65%2025-09-302025-11-12 TIGO MILLICOM INTL CELLULAR S A17.7K shares-5.82%2025-09-302025-11-12 UTI UNIVERSAL TECHNICAL INST INC25.2K shares-47.41%2025-09-302025-11-12 CAAP CORPORACION AMER ARPTS S A43.7K shares-36.16%2025-09-302025-11-12 ACHR ARCHER AVIATION INC81.5K shares-58.14%2025-09-302025-11-12 CAKE CHEESECAKE FACTORY INC14.2K shares-10.55%2025-09-302025-11-12 AX AXOS FINANCIAL INC9.2K sharesnew addition2025-09-302025-11-12 REAL THE REALREAL INC72.1K sharesnew addition2025-09-302025-11-12 ATEC ALPHATEC HLDGS INC51.7K shares51.20%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO4.8K sharesnew addition2025-09-302025-11-12 ADP AUTOMATIC DATA PROCESSING IN2.5K shares-97.40%2025-09-302025-11-12 HIMS HIMS & HERS HEALTH INC12.6K shares-9.50%2025-09-302025-11-12 AEHR AEHR TEST SYS23.3K shares10.99%2025-09-302025-11-12 KO COCA COLA CO10.5K sharesnew addition2025-09-302025-11-12 CMPO COMPOSECURE INC33.4K shares-75.40%2025-09-302025-11-12 OPFI OPPFI INC61.0K shares0.35%2025-09-302025-11-12 ADT ADT INC DEL78.1K shares7.15%2025-09-302025-11-12 SRRK SCHOLAR ROCK HLDG CORP18.1K sharesnew addition2025-09-302025-11-12 SES SES AI CORPORATION399.1K sharesnew addition2025-09-302025-11-12 NTNX NUTANIX INC8.8K shares-2.12%2025-09-302025-11-12 TMDX TRANSMEDICS GROUP INC5.7K shares-50.02%2025-09-302025-11-12 PEP PEPSICO INC4.5K sharesnew addition2025-09-302025-11-12 VT VANGUARD INTL EQUITY INDEX F4.6K shares-17.13%2025-09-302025-11-12 SSYS STRATASYS LTD52.8K shares-35.36%2025-09-302025-11-12 WAL WESTERN ALLIANCE BANCORP6.7K shares21.32%2025-09-302025-11-12 NGVC NATURAL GROCERS BY VITAMIN C14.3K shares-57.60%2025-09-302025-11-12 CHEF CHEFS WHSE INC9.5K sharesnew addition2025-09-302025-11-12 AYI ACUITY INC1.6K shares4.09%2025-09-302025-11-12 ASND ASCENDIS PHARMA A/S2.8K shares1.73%2025-09-302025-11-12 NSSC NAPCO SEC TECHNOLOGIES INC12.6K sharesnew addition2025-09-302025-11-12 VST VISTRA CORP2.7K shares-54.34%2025-09-302025-11-12 DOCS DOXIMITY INC7.2K shares21.91%2025-09-302025-11-12 CPF CENTRAL PAC FINL CORP17.2K shares0.15%2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC1.5K shares-75.98%2025-09-302025-11-12 BABA ALIBABA GROUP HLDG LTD2.9K sharesnew addition2025-09-302025-11-12 MCD MCDONALDS CORP1.7K sharesnew addition2025-09-302025-11-12 Z ZILLOW GROUP INC6.5K sharesnew addition2025-09-302025-11-12 MLI MUELLER INDS INC5.0K sharesnew addition2025-09-302025-11-12 SGOV ISHARES TR5.0K shares0.00%2025-09-302025-11-12 PSTG PURE STORAGE INC6.0K sharesnew addition2025-09-302025-11-12 GTES GATES INDL CORP PLC19.3K shares3.92%2025-09-302025-11-12 CAVA CAVA GROUP INC7.9K sharesnew addition2025-09-302025-11-12 EVER EVERQUOTE INC20.9K shares-27.55%2025-09-302025-11-12 NTRA NATERA INC2.9K shares-9.22%2025-09-302025-11-12 SYM SYMBOTIC INC8.4K shares-58.08%2025-09-302025-11-12 XMTR XOMETRY INC8.3K shares7.63%2025-09-302025-11-12 BIDU BAIDU INC3.4K sharesnew addition2025-09-302025-11-12 MVST MICROVAST HOLDINGS INC113.2K sharesnew addition2025-09-302025-11-12 NYAX NAYAX LTD9.1K shares-27.78%2025-09-302025-11-12 ADSK AUTODESK INC1.3K shares-6.93%2025-09-302025-11-12 OSCR OSCAR HEALTH INC21.5K shares-55.13%2025-09-302025-11-12 MEDP MEDPACE HLDGS INC792 shares-82.81%2025-09-302025-11-12 IHRT IHEARTMEDIA INC141.7K sharesnew addition2025-09-302025-11-12 NTES NETEASE INC2.7K shares-37.08%2025-09-302025-11-12 META META PLATFORMS INC538 sharesnew addition2025-09-302025-11-12 AVAV AEROVIRONMENT INC1.1K sharesnew addition2025-09-302025-11-12 KOD KODIAK SCIENCES INC21.6K sharesnew addition2025-09-302025-11-12 WLFC WILLIS LEASE FIN CORP2.6K shares-51.26%2025-09-302025-11-12 VOE VANGUARD INDEX FDS2.0K sharesnew addition2025-09-302025-11-12 U UNITY SOFTWARE INC8.6K sharesnew addition2025-09-302025-11-12 RBBN RIBBON COMMUNICATIONS INC87.2K shares-32.98%2025-09-302025-11-12 SG SWEETGREEN INC40.1K shares77.18%2025-09-302025-11-12 ALNY ALNYLAM PHARMACEUTICALS INC693 sharesnew addition2025-09-302025-11-12 TWLO TWILIO INC3.0K shares-77.38%2025-09-302025-11-12 LUXE LUXEXPERIENCE BV30.5K shares0.15%2025-09-302025-11-12 PYPL PAYPAL HLDGS INC3.8K shares-9.77%2025-09-302025-11-12 RBRK RUBRIK INC.3.0K sharesnew addition2025-09-302025-11-12 NKE NIKE INC3.5K shares-3.97%2025-09-302025-11-12 EOSE EOS ENERGY ENTERPRISES INC21.1K sharesnew addition2025-09-302025-11-12 AWI ARMSTRONG WORLD INDS INC NEW1.2K sharesnew addition2025-09-302025-11-12 TTAN SERVICETITAN INC2.2K shares-35.22%2025-09-302025-11-12 BEAM BEAM THERAPEUTICS INC9.1K sharesnew addition2025-09-302025-11-12 AXON AXON ENTERPRISE INC299 shares-67.57%2025-09-302025-11-12 UPWK UPWORK INC11.4K sharesnew addition2025-09-302025-11-12 APPF APPFOLIO INC753 sharesnew addition2025-09-302025-11-12 GWRE GUIDEWIRE SOFTWARE INC902 sharesnew addition2025-09-302025-11-12 CHWY CHEWY INC5.1K sharesnew addition2025-09-302025-11-12 NMRK NEWMARK GROUP INC11.1K sharesnew addition2025-09-302025-11-12 SVV SAVERS VALUE VLG INC13.0K sharesnew addition2025-09-302025-11-12 BBBY BED BATH & BEYOND INC15.2K sharesnew addition2025-09-302025-11-12 NXE NEXGEN ENERGY LTD12.3K sharesnew addition2025-09-302025-11-12 AUR AURORA INNOVATION INC18.4K sharesnew addition2025-09-302025-11-12 BRLT BRILLIANT EARTH GROUP INC44.6K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available