Polen Capital Management LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-12
Total Holdings
117
Total Value
31845099652
Accession Number
0001172661-25-001713
Form Type
13F-HR
CIK
0001034524
Manager Name
Polen Capital Management LLC
Data Enrichment
95% identified
111 identified6 unidentified

Holdings

117 positions
Manager:
SEC
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Apple Inc.
AAPL|037833100
Shares:
2681114(-56.5%)
Value:
$595.6B(-61.5%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
1037575(-7.8%)
Value:
$543.4B(-4.5%)
COSTAR GROUP, INC.
CSGP|22160N109
Shares:
6601800(+1.6%)
Value:
$523.1B(+12.4%)
STARBUCKS CORP
SBUX|855244109
Shares:
5133440
Value:
$503.5B
GARTNER INC
IT|366651107
Shares:
835522(-7.4%)
Value:
$350.7B(-19.8%)
SAP SE
SAP|803054204
Shares:
542699(-45.7%)
Value:
$145.7B(-40.8%)
464287614
IWF|464287614
Shares:
385522(-23.4%)
Value:
$139.2B(-31.2%)
MERCADOLIBRE INC
MELI|58733R102
Shares:
68534(+87.3%)
Value:
$133.7B(+114.8%)
WILLIS TOWERS WATSON PLC
WTW|G96629103
Shares:
366539(+185.1%)
Value:
$123.9B(+207.5%)
ICON PLC
ICLR|G4705A100
Shares:
635052(-10.7%)
Value:
$111.1B(-25.5%)
Alphabet Inc.
GOOGL|02079K305
Shares:
610910(-50.3%)
Value:
$94.5B(-59.4%)
Globant S.A.
GLOB|L44385109
Shares:
774418(+22.0%)
Value:
$91.2B(-33.0%)
NOVO NORDISK A S
NVO|670100205
Shares:
1001906(-84.3%)
Value:
$69.6B(-87.4%)
Medtronic plc
MDT|G5960L103
Shares:
629483(-19.6%)
Value:
$56.6B(-9.5%)
AUTOMATIC DATA PROCESSING INC
ADP|053015103
Shares:
166526(-7.3%)
Value:
$50.9B(-3.3%)
464288257
464288257
Shares:
384795(+21.1%)
Value:
$44.8B(+19.9%)
HDFC BANK LTD
HDB|40415F101
Shares:
651063(-15.9%)
Value:
$43.3B(-12.6%)
ASML HOLDING NV
ASML|N07059210
Shares:
52677(-15.2%)
Value:
$34.9B(-18.9%)
Nu Holdings Ltd.
NU|G6683N103
Shares:
2969781(+32.4%)
Value:
$30.4B(+30.8%)
Tencent Music Entertainment Group
TME|88034P109
Shares:
1978769(+86.7%)
Value:
$28.5B(+137.1%)