POLEN CAPITAL MANAGEMENT LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $23.4B in reported equity holdings across 231 positions. The largest holdings are AMZN (8.5%), MSFT (8.1%), ORCL (6.0%), LLY (5.7%), GOOGL (5.4%). The portfolio is concentrated in Other (94.3%), Technology (4.0%), Real Estate (1.4%). Data sourced from SEC EDGAR 13F filings (CIK 1034524).