Notify me when POLEN CAPITAL MANAGEMENT LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 231 | $23,415,743,562 | +$1,613,401,208 | -$7,380,993,111 | -$5,767,591,903 | AMZN, MSFT, ORCL, LLY, GOOG | 13F-HR | 12 Feb 2026, 06:37 |
| Q3 2025 | 232 | $30,802,400,951 | +$4,783,744,066 | -$7,696,091,199 | -$2,912,347,133 | ORCL, MSFT, AMZN, SHOP, MA | 13F-HR | 12 Nov 2025, 09:16 |
| Q2 2025 | 240 | $32,586,427,255 | +$1,793,480,227 | -$3,908,993,272 | -$2,115,513,045 | AMZN, MSFT, ORCL, V, SHOP | 13F-HR | 13 Aug 2025, 12:36 |
| Q1 2025 | 117 | $31,845,099,652 | +$2,492,332,959 | -$5,238,096,057 | -$2,745,763,098 | AMZN, MSFT, V, ORCL, MA | 13F-HR | 12 May 2025, 16:38 |
| Q4 2024 | 124 | $37,010,355,943 | +$1,931,767,622 | -$5,508,263,117 | -$3,576,495,495 | AMZN, MSFT, GOOG, V, MA | 13F-HR | 10 Feb 2025, 16:20 |
| Q3 2024 | 118 | $38,739,600,406 | +$4,756,495,876 | -$7,181,317,554 | -$2,424,821,678 | AMZN, MSFT, GOOG, V, NOW | Restatement | 10 Feb 2025, 16:17 |
| Q2 2024 | 110 | $39,855,562,577 | +$1,900,861,799 | -$5,422,438,967 | -$3,521,577,168 | AMZN, MSFT, GOOG, V, NOW | 13F-HR | 12 Aug 2024, 11:15 |
| Q1 2024 | 104 | $43,317,845,975 | +$2,387,285,720 | -$4,130,823,793 | -$1,743,538,073 | AMZN, MSFT, GOOG, V, NFLX | 13F-HR | 10 May 2024, 14:25 |
| Q4 2023 | 107 | $40,566,036,287 | +$1,174,941,781 | -$2,649,585,322 | -$1,474,643,541 | AMZN, MSFT, NOW, GOOG, ADBE | Restatement | 10 May 2024, 14:23 |
| Q3 2023 | 99 | $38,026,346,605 | +$1,241,347,146 | -$2,213,280,137 | -$971,932,991 | AMZN, GOOG, NFLX, MSFT, NOW | 13F-HR | 13 Nov 2023, 09:18 |
| Q2 2023 | 100 | $40,333,393,617 | +$1,630,976,852 | -$3,187,910,769 | -$1,556,933,917 | AMZN, NFLX, MSFT, GOOG, NOW | 13F-HR | 11 Aug 2023, 10:20 |
| Q1 2023 | 94 | $37,930,613,438 | +$1,257,377,007 | -$2,372,199,254 | -$1,114,822,247 | AMZN, MSFT, NFLX, GOOG, CRM | 13F-HR | 11 May 2023, 15:19 |
| Q4 2022 | 93 | $34,226,152,818 | +$2,061,616,448 | -$4,093,849,301 | -$2,032,232,853 | AMZN, GOOG, MSFT, ADBE, NFLX | 13F-HR | 13 Feb 2023, 17:16 |
| Q3 2022 | 85 | $35,702,237,000 | +$4,725,336,809 | -$1,745,757,727 | +$2,979,579,082 | AMZN, GOOG, MSFT, ADBE, V | 13F-HR | 04 Nov 2022, 10:21 |
| Q2 2022 | 84 | $37,875,729,000 | +$4,236,505,963 | -$2,718,743,634 | +$1,517,762,329 | AMZN, GOOG, ADBE, V, MSFT | 13F-HR | 10 Aug 2022, 09:53 |
| Q1 2022 | 91 | $51,218,157,000 | +$4,482,118,398 | -$4,533,786,052 | -$51,667,654 | AMZN, GOOG, ADBE, MSFT, META | 13F-HR | 12 May 2022, 15:10 |
| Q4 2021 | 92 | $59,532,156,000 | +$4,100,646,710 | -$1,196,357,096 | +$2,904,289,614 | AMZN, GOOG, META, MSFT, ABT | 13F-HR | 11 Feb 2022, 09:41 |
| Q3 2021 | 91 | $54,491,390,000 | +$4,892,814,005 | -$3,713,802,678 | +$1,179,011,327 | META, GOOG, AMZN, ADBE, MSFT | 13F-HR | 10 Nov 2021, 16:44 |
| Q2 2021 | 81 | $52,218,982,000 | +$2,356,077,587 | -$506,881,494 | +$1,849,196,093 | META, MSFT, GOOG, ADBE, ABT | 13F-HR | 12 Aug 2021, 15:58 |
| Q1 2021 | 71 | $44,489,600,000 | +$4,555,457,874 | -$3,941,908,048 | +$613,549,826 | META, MSFT, GOOG, ADBE, ABT | 13F-HR | 12 May 2021, 10:55 |
| Q4 2020 | 72 | $43,039,600,000 | +$1,946,298,526 | -$73,861,308 | +$1,872,437,218 | MSFT, META, GOOG, ADBE, ABT | 13F-HR | 11 Feb 2021, 07:37 |
| Q3 2020 | 65 | $37,389,091,000 | +$3,002,882,937 | -$2,133,651,398 | +$869,231,539 | META, MSFT, ADBE, GOOG, ABT | 13F-HR | 12 Nov 2020, 13:08 |
| Q2 2020 | 63 | $33,086,882,000 | +$3,679,439,914 | -$239,833,429 | +$3,439,606,485 | MSFT, META, ADBE, GOOG, V | 13F-HR | 13 Aug 2020, 09:05 |
| Q1 2020 | 63 | $23,050,442,000 | +$2,942,863,693 | -$1,891,913,004 | +$1,050,950,689 | MSFT, META, GOOG, ADBE, ABT | 13F-HR | 11 May 2020, 16:47 |
| Q4 2019 | 62 | $25,392,583,000 | +$2,410,203,790 | -$1,054,403,635 | +$1,355,800,155 | MSFT, V, GOOG, META, ADBE | 13F-HR | 06 Feb 2020, 10:33 |
| Q3 2019 | 58 | $21,710,787,000 | +$1,307,939,067 | -$354,715,135 | +$953,223,932 | MSFT, META, V, GOOG, ADBE | 13F-HR | 12 Nov 2019, 12:50 |
| Q2 2019 | 56 | $20,626,927,000 | +$1,341,564,520 | -$954,208,917 | +$387,355,603 | MSFT, META, V, GOOG, ADBE | 13F-HR | 12 Aug 2019, 15:59 |
| Q1 2019 | 59 | $19,134,416,000 | +$1,887,955,169 | -$689,201,979 | +$1,198,753,190 | MSFT, V, META, GOOG, ADBE | 13F-HR | 13 May 2019, 15:59 |
| Q4 2018 | 58 | $15,336,980,000 | +$893,114,000 | -$716,678,034 | +$176,435,966 | MSFT, V, GOOG, ORLY, ADP | 13F-HR | 12 Feb 2019, 17:15 |
| Q3 2018 | 58 | $17,568,064,000 | +$1,154,502,145 | -$839,510,454 | +$314,991,691 | MSFT, V, GOOG, NKE, ADBE | 13F-HR | 13 Nov 2018, 09:31 |
| Q2 2018 | 59 | $15,571,494,000 | +$477,336,978 | -$328,360,710 | +$148,976,268 | ADBE, MSFT, GOOG, V, NKE | 13F-HR | 09 Aug 2018, 15:22 |
| Q1 2018 | 56 | $14,088,743,000 | +$1,780,546,210 | -$1,431,750,026 | +$348,796,184 | ADBE, GOOG, MSFT, V, NKE | 13F-HR | 11 May 2018, 17:06 |
| Q4 2017 | 53 | $13,451,839,000 | +$475,822,962 | -$114,970,747 | +$360,852,215 | ADBE, META, GOOG, V, ADP | 13F-HR | 09 Feb 2018, 15:16 |
| Q3 2017 | 35 | $12,422,316,000 | +$1,034,813,302 | -$539,352,164 | +$495,461,138 | META, ADBE, GOOG, V, CELG | 13F-HR | 13 Nov 2017, 16:41 |
| Q2 2017 | 29 | $11,433,743,000 | +$1,011,888,081 | -$986,022,546 | +$25,865,535 | V, META, ADBE, GOOG, REGN | 13F-HR | 10 Aug 2017, 10:08 |
| Q1 2017 | 26 | $10,747,075,000 | +$819,274,322 | -$14,764,958 | +$804,509,364 | V, META, GOOG, ADP, NKE | 13F-HR | 11 May 2017, 09:26 |
| Q4 2016 | 26 | $9,088,097,000 | +$1,175,845,193 | -$417,763,216 | +$758,081,977 | V, GOOG, ADP, META, SBUX | 13F-HR | 13 Feb 2017, 16:54 |
| Q3 2016 | 27 | $8,393,251,000 | +$404,438,864 | -$321,831,379 | +$82,607,485 | V, META, GOOG, NKE, PCLN | 13F-HR | 14 Nov 2016, 13:21 |
| Q2 2016 | 27 | $7,881,693,000 | +$989,614,158 | -$188,919,000 | +$800,695,158 | V, NKE, META, SBUX, GOOG | 13F-HR | 12 Aug 2016, 10:38 |
| Q1 2016 | 27 | $7,284,136,000 | +$958,435,825 | -$148,135,651 | +$810,300,174 | V, NKE, GOOG, SBUX, TJX | 13F-HR | 16 May 2016, 09:07 |
| Q4 2015 | 26 | $6,466,838,000 | +$1,451,399,704 | -$536,598,000 | +$914,801,704 | V, NKE, SBUX, GOOG, ABT | 13F-HR | 12 Feb 2016, 15:33 |
| Q3 2015 | 24 | $5,456,819,000 | +$392,482,540 | -$134,901,739 | +$257,580,801 | NKE, V, SBUX, GOOG, PCLN | 13F-HR | 16 Nov 2015, 08:48 |
| Q2 2015 | 24 | $5,163,910,000 | +$328,272,901 | -$219,418,983 | +$108,853,918 | V, NKE, ABT, SBUX, REGN | 13F-HR | 13 Aug 2015, 15:03 |
| Q1 2015 | 24 | $5,128,999,000 | +$710,347,455 | -$333,607,682 | +$376,739,773 | V, NKE, ABT, ORCL, SBUX | 13F-HR | 15 May 2015, 09:10 |
| Q4 2014 | 23 | $4,857,592,000 | +$332,290,705 | -$366,273,941 | -$33,983,236 | V, NKE, ABT, ORCL, TJX | 13F-HR | 17 Feb 2015, 13:23 |
| Q3 2014 | 22 | $4,449,698,000 | +$395,607,772 | -$618,174,178 | -$222,566,406 | AGN, V, NKE, ABT, ORCL | 13F-HR | 14 Nov 2014, 11:47 |
| Q2 2014 | 25 | $4,579,663,000 | +$669,659,434 | -$538,277,581 | +$131,381,853 | AGN, V, QCOM, ABT, ORCL | 13F-HR | 13 Aug 2014, 09:47 |
| Q1 2014 | 23 | $4,623,178,000 | +$386,313,706 | -$176,418,578 | +$209,895,128 | GOOGL, V, AGN, QCOM, ORCL | 13F-HR | 14 May 2014, 11:34 |
| Q4 2013 | 23 | $4,518,482,000 | $0 | $0 | $0 | GOOGL, V, QCOM, TROW, AGN | 13F-HR | 13 Feb 2014, 12:48 |