POLEN CAPITAL MANAGEMENT LLC — 13F holdings

POLEN CAPITAL MANAGEMENT LLC reported 219 holdings worth $11.6B in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

1. LLY ELI LILLY & CO — $800M (6.9%)
2. NVDA NVIDIA CORPORATION — $796M (6.9%)
3. MSFT MICROSOFT CORP — $783M (6.7%)
4. GOOG ALPHABET INC — $765M (6.6%)
5. AVGO BROADCOM INC — $740M (6.4%)
6. AMZN AMAZON COM INC — $670M (5.8%)
7. V VISA INC — $619M (5.3%)
8. MA MASTERCARD INCORPORATED — $587M (5.1%)
9. NOW SERVICENOW INC — $533M (4.6%)
10. ORCL ORACLE CORP — $524M (4.5%)