POLEN CAPITAL MANAGEMENT LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$37B
Signature - Title
Lauren Walsh - Chief Compliance Officer
Location
Boca Raton, FL
Summary
This page shows a list of all the recent 13F filings made by POLEN CAPITAL MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. POLEN CAPITAL MANAGEMENT LLC reported 124 stock holdings with total value $37B as of Q4 2024. Top holdings included AMZN, MSFT, GOOG, V, and MA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 124 $37B +$1.93B -$5.51B -$3.58B AMZN, MSFT, GOOG, V, MA 13F-HR 2/10/2025, 04:20 PM
Q3 2024 118 $38.7B +$4.76B -$7.18B -$2.42B AMZN, MSFT, GOOG, V, NOW Restatement 2/10/2025, 04:17 PM
Q2 2024 110 $39.9B +$1.9B -$5.42B -$3.52B AMZN, MSFT, GOOG, V, NOW 13F-HR 8/12/2024, 11:15 AM
Q1 2024 104 $43.3B +$2.39B -$4.13B -$1.74B AMZN, MSFT, GOOG, V, NFLX 13F-HR 5/10/2024, 02:25 PM
Q4 2023 88 $40.6B +$1.17B -$2.65B -$1.47B AMZN, MSFT, NOW, GOOG, ADBE Restatement 5/10/2024, 02:23 PM
Q3 2023 107 $38B +$1.24B -$2.21B -$972M AMZN, GOOG, NFLX, MSFT, NOW 13F-HR 11/13/2023, 09:18 AM
Q2 2023 100 $40.3B +$1.63B -$3.18B -$1.55B AMZN, NFLX, MSFT, GOOG, NOW 13F-HR 8/11/2023, 10:20 AM
Q1 2023 94 $37.9B +$1.26B -$2.34B -$1.08B AMZN, MSFT, NFLX, GOOG, CRM 13F-HR 5/11/2023, 03:19 PM
Q4 2022 93 $34.3B +$2.06B -$4.09B -$2.03B AMZN, GOOG, MSFT, ADBE, NFLX 13F-HR 2/13/2023, 04:16 PM
Q3 2022 85 $35.8B +$4.73B -$1.78B +$2.95B AMZN, GOOG, MSFT, ADBE, V 13F-HR 11/4/2022, 10:21 AM
Q2 2022 84 $37.9B +$4.24B -$2.25B +$1.99B AMZN, GOOG, ADBE, V, MSFT 13F-HR 8/10/2022, 09:53 AM
Q1 2022 91 $51.3B +$4.54B -$4.52B +$13.9M AMZN, GOOG, ADBE, MSFT, META 13F-HR 5/12/2022, 03:10 PM
Q4 2021 92 $59.5B +$4.1B -$1.18B +$2.92B AMZN, GOOG, META, MSFT, ABT 13F-HR 2/11/2022, 08:41 AM
Q3 2021 91 $54.5B +$4.89B -$3.71B +$1.18B META, GOOG, AMZN, ADBE, MSFT 13F-HR 11/10/2021, 04:44 PM
Q2 2021 81 $52.2B +$2.36B -$507M +$1.85B META, MSFT, GOOG, ADBE, ABT 13F-HR 8/12/2021, 03:58 PM
Q1 2021 71 $44.5B +$4.56B -$3.94B +$614M META, MSFT, GOOG, ADBE, ABT 13F-HR 5/12/2021, 10:55 AM
Q4 2020 72 $43B +$1.95B -$45M +$1.9B MSFT, META, GOOG, ADBE, ABT 13F-HR 2/11/2021, 06:37 AM
Q3 2020 65 $37.4B +$3B -$2.12B +$880M META, MSFT, ADBE, GOOG, ABT 13F-HR 11/12/2020, 12:08 PM
Q2 2020 63 $33.1B +$3.68B -$235M +$3.44B MSFT, META, ADBE, GOOG, V 13F-HR 8/13/2020, 09:05 AM
Q1 2020 63 $23.1B +$2.94B -$1.88B +$1.06B MSFT, META, GOOG, ADBE, ABT 13F-HR 5/11/2020, 04:47 PM
Q4 2019 62 $25.4B +$2.41B -$1.05B +$1.36B MSFT, V, GOOG, META, ADBE 13F-HR 2/6/2020, 09:33 AM
Q3 2019 58 $21.7B +$1.31B -$354M +$954M MSFT, META, V, GOOG, ADBE 13F-HR 11/12/2019, 11:50 AM
Q2 2019 56 $20.6B +$1.34B -$944M +$397M MSFT, META, V, GOOG, ADBE 13F-HR 8/12/2019, 03:59 PM
Q1 2019 59 $19.1B +$1.89B -$357M +$1.53B MSFT, V, META, GOOG, ADBE 13F-HR 5/13/2019, 03:59 PM
Q4 2018 58 $15.3B +$893M -$716M +$178M MSFT, V, GOOG, ORLY, ADP 13F-HR 2/12/2019, 04:15 PM
Q3 2018 58 $17.6B +$1.15B -$835M +$320M MSFT, V, GOOG, NKE, ADBE 13F-HR 11/13/2018, 08:31 AM
Q2 2018 59 $15.6B +$477M -$328M +$149M ADBE, MSFT, GOOG, V, NKE 13F-HR 8/9/2018, 03:22 PM
Q1 2018 56 $14.1B +$1.78B -$818M +$962M ADBE, GOOG, MSFT, V, NKE 13F-HR 5/11/2018, 05:06 PM
Q4 2017 53 $13.5B +$476M -$115M +$361M ADBE, META, GOOG, V, ADP 13F-HR 2/9/2018, 02:16 PM
Q3 2017 35 $12.4B +$1.03B -$538M +$497M META, ADBE, GOOG, V, CELG 13F-HR 11/13/2017, 03:41 PM
Q2 2017 29 $11.4B +$1.01B -$545M +$467M V, META, ADBE, GOOG, REGN 13F-HR 8/10/2017, 10:08 AM
Q1 2017 26 $10.7B +$819M -$14.8M +$805M V, META, GOOG, ADP, NKE 13F-HR 5/11/2017, 09:26 AM
Q4 2016 26 $9.09B +$1.18B -$417M +$759M V, GOOG, ADP, META, SBUX 13F-HR 2/13/2017, 03:54 PM
Q3 2016 27 $8.39B +$404M -$321M +$82.9M V, META, GOOG, NKE, PCLN 13F-HR 11/14/2016, 12:21 PM
Q2 2016 27 $7.88B +$990M +$990M V, NKE, META, SBUX, GOOG 13F-HR 8/12/2016, 10:38 AM
Q1 2016 27 $7.28B +$958M -$148M +$810M V, NKE, GOOG, SBUX, TJX 13F-HR 5/16/2016, 09:07 AM
Q4 2015 26 $6.47B +$1.45B +$1.45B V, NKE, SBUX, GOOG, ABT 13F-HR 2/12/2016, 02:33 PM
Q3 2015 24 $5.46B +$392M -$135M +$258M NKE, V, SBUX, GOOGXXXX, PCLN 13F-HR 11/16/2015, 07:48 AM
Q2 2015 24 $5.16B +$328M -$108M +$220M V, NKE, ABT, SBUX, REGN 13F-HR 8/13/2015, 03:03 PM
Q1 2015 24 $5.13B +$710M -$86.4M +$624M V, NKE, ABT, ORCL, SBUX 13F-HR 5/15/2015, 09:10 AM
Q4 2014 23 $4.86B +$332M -$366M -$34M V, NKE, ABT, ORCL, TJX 13F-HR 2/17/2015, 12:23 PM
Q3 2014 22 $4.45B +$396M -$118M +$277M AGN, V, NKE, ABT, ORCL 13F-HR 11/14/2014, 10:47 AM
Q2 2014 25 $4.58B +$670M -$304M +$365M AGN, V, QCOM, ABT, ORCL 13F-HR 8/13/2014, 09:47 AM
Q1 2014 23 $4.62B +$386M -$50.6M +$336M GOOGLXXXX, V, AGN, QCOM, ORCL 13F-HR 5/14/2014, 11:34 AM
Q4 2013 23 $4.52B GOOGLXXXX, V, QCOM, TROW, AGN 13F-HR 2/13/2014, 11:48 AM