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POLEN CAPITAL MANAGEMENT LLC - Portfolio Stock Holdings

POLEN CAPITAL MANAGEMENT LLC disclosed 300 stock positions in a recent SEC 13F filing. $14,137,028,956 of stock holdings were filed, with the largest holdings including MSFT, LLY, and GOOG. This filing represented positions held on March 31, 2026, and was filed on May 14, 2026.

We estimate the fund has a total AUM of $24,061,099,864 and has 168 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from other investment advisers.

Report Period:

March 31, 2026

No. of Stocks:

300

Est. Stock Holding Value:

$14,137,028,956

Top Stock Holdings By Sector

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Portfolio Stock Holdings - POLEN CAPITAL MANAGEMENT LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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